Sand-Hill-Global-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SNOW",
  "FNDA",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "DUK",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  "INTU",
  null,
  "UNP",
  "EXFY",
  "AMAT",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  "LIN",
  null,
  "MA",
  "MSFT",
  "DOCS",
  "FICO",
  "GE",
  "NU",
  "FAST",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "DASH",
  "VGIT",
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "PGR",
  "IEMG",
  "HTGC",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  null,
  "AMGN",
  null,
  "NYT",
  null,
  "FNDX",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  "O",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TJX",
  "UBER",
  "VNQ",
  "VO",
  "NEM",
  "VV",
  "SCHW",
  "VWO",
  "IWV",
  null,
  "VIG",
  "IWO",
  "TSM",
  null,
  "ETR",
  "VRTX",
  "ADSK",
  "AFL",
  "WM",
  "AEP",
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "VEU",
  "VGT",
  "VEA",
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "VEEV",
  "V",
  "WFC",
  "WYNN",
  "IUSG",
  null,
  "CART",
  "SCHD",
  "DVY",
  "SCHF",
  "CRM",
  null,
  null,
  "IUSV",
  null,
  "ZM",
  null,
  null,
  "ESGU",
  "KMB",
  "ADP",
  "BMO",
  "BRK-A",
  "BRK-B",
  "BILL",
  "BMY",
  "CVX",
  "LNG",
  "CSCO",
  "CME",
  "KO",
  "CDE",
  "COUR",
  "COST",
  "DHR",
  null,
  "DFAC",
  "RSP",
  "EFA",
  "J",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 194
Total Value: 2427702370
Accession Number: 0001580642-25-003091
Form Type: 13F-HR
CIK: sand-hill-global-advisors
Manager Name: Sand-Hill-Global-Advisors

Data Enrichment

81% identified

158 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

194 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 10

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922908363

VOO|922908363

Shares:502.1K

Value:$258.0M

% of Portfolio:10.6% ($258.0M/$2.4B)

464287465

EFA|464287465

Shares:2.8M

Value:$231.0M

% of Portfolio:9.5% ($231.0M/$2.4B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:366.1K

Value:$204.8M

% of Portfolio:8.4% ($204.8M/$2.4B)

922042858

VWO|922042858

Shares:3.3M

Value:$147.4M

% of Portfolio:6.1% ($147.4M/$2.4B)

464287507

IJH|464287507

Shares:2.3M

Value:$131.5M

% of Portfolio:5.4% ($131.5M/$2.4B)

464287655

IWM|464287655

Shares:643.9K

Value:$128.5M

% of Portfolio:5.3% ($128.5M/$2.4B)

78464A854

SPLG|78464A854

Shares:1.7M

Value:$112.4M

% of Portfolio:4.6% ($112.4M/$2.4B)

922908553

VNQ|922908553

Shares:844.4K

Value:$76.5M

% of Portfolio:3.1% ($76.5M/$2.4B)

46137V357

RSP|46137V357

Shares:423.1K

Value:$73.3M

% of Portfolio:3.0% ($73.3M/$2.4B)

92206C706

VGIT|92206C706

Shares:1.1M

Value:$63.9M

% of Portfolio:2.6% ($63.9M/$2.4B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:135.6K

Value:$63.6M

% of Portfolio:2.6% ($63.6M/$2.4B)

464287226

Shares:632.3K

Value:$62.5M

% of Portfolio:2.6% ($62.5M/$2.4B)

464287200

IVV|464287200

Shares:100.3K

Value:$56.3M

% of Portfolio:2.3% ($56.3M/$2.4B)

72201R775

Shares:508.6K

Value:$47.0M

% of Portfolio:1.9% ($47.0M/$2.4B)

Apple Inc.

AAPL|037833100

Shares:145.1K

Value:$32.2M

% of Portfolio:1.3% ($32.2M/$2.4B)

NVIDIA CORP

NVDA|67066G104

Shares:238.9K

Value:$25.9M

% of Portfolio:1.1% ($25.9M/$2.4B)

MICROSOFT CORP

MSFT|594918104

Shares:66.5K

Value:$25.0M

% of Portfolio:1.0% ($25.0M/$2.4B)

AMAZON COM INC

AMZN|023135106

Shares:125.4K

Value:$23.9M

% of Portfolio:1.0% ($23.9M/$2.4B)

46435G425

ESGU|46435G425

Shares:171.5K

Value:$20.9M

% of Portfolio:0.9% ($20.9M/$2.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:84.1K

Value:$20.6M

% of Portfolio:0.8% ($20.6M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	502.1K	QoQ +3.10% (-15.1K) YoY -2.95% (-15.3K)	All Managers (Combined)	$258.0M	10.6% ($258.0M/$2.4B)	QoQ -1.65% (-$4.4M) YoY +3.75% (-$9.3M)
(EFAcusip464287465)	2.8M	QoQ +3.52% (+96.3K) YoY +4.37% (+118.5K)	All Managers (Combined)	$231.0M	9.5% ($231.0M/$2.4B)	QoQ +11.90% (+$24.6M) YoY +6.81% (+$14.7M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	366.1K	QoQ -1.60% (-6.0K) YoY -9.29% (-37.5K)	All Managers (Combined)	$204.8M	8.4% ($204.8M/$2.4B)	QoQ -6.08% (-$13.3M) YoY -2.99% (-$6.3M)
(VWOcusip922042858)	3.3M	QoQ +1.79% (+57.5K) YoY +9.80% (+290.9K)	All Managers (Combined)	$147.4M	6.1% ($147.4M/$2.4B)	QoQ +4.61% (+$6.5M) YoY +18.97% (+$23.5M)
(IJHcusip464287507)	2.3M	QoQ +2.45% (-54.1K) YoY +4.86% (+104.5K)	All Managers (Combined)	$131.5M	5.4% ($131.5M/$2.4B)	QoQ -4.05% (-$5.6M) YoY +0.73% (+$961.1K)
(IWMcusip464287655)	643.9K	QoQ +1.57% (-10.0K) YoY +4.36% (-26.9K)	All Managers (Combined)	$128.5M	5.3% ($128.5M/$2.4B)	QoQ -8.29% (-$11.6M) YoY -0.99% (-$1.3M)
(SPLGcusip78464A854)	1.7M	QoQ +2.76% (-46.0K) YoY +9.79% (+152.6K)	All Managers (Combined)	$112.4M	4.6% ($112.4M/$2.4B)	QoQ -1.97% (-$2.3M) YoY +17.34% (+$16.6M)
(VNQcusip922908553)	844.4K	QoQ +0.97% (+8.1K) YoY +8.60% (+66.9K)	All Managers (Combined)	$76.5M	3.1% ($76.5M/$2.4B)	QoQ +2.62% (+$2.0M) YoY +13.70% (+$9.2M)
(RSPcusip46137V357)	423.1K	QoQ +2.11% (+8.8K) YoY NEW(+423.1K)	All Managers (Combined)	$73.3M	3.0% ($73.3M/$2.4B)	QoQ +0.95% (+$691.5K) YoY NEW(+$73.3M)
(VGITcusip92206C706)	1.1M	QoQ +1734.94% (+1.0M) YoY +3591.43% (+1.0M)	All Managers (Combined)	$63.9M	2.6% ($63.9M/$2.4B)	QoQ +1779.23% (+$60.5M) YoY +3645.08% (+$62.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	135.6K	QoQ +1854.22% (+128.7K) YoY +4548.49% (+132.7K)	All Managers (Combined)	$63.6M	2.6% ($63.6M/$2.4B)	QoQ +1692.52% (+$60.1M) YoY +4809.62% (+$62.3M)
(cusip464287226)✕	632.3K	QoQ -4.24% (-28.0K) YoY +0.35% (+2.2K)	All Managers (Combined)	$62.5M	2.6% ($62.5M/$2.4B)	QoQ -2.25% (-$1.4M) YoY +1.35% (+$835.9K)
(IVVcusip464287200)	100.3K	QoQ -0.88% (-899) YoY -2.31% (-2.4K)	All Managers (Combined)	$56.3M	2.3% ($56.3M/$2.4B)	QoQ -5.39% (-$3.2M) YoY +4.40% (-$2.4M)
(cusip72201R775)✕	508.6K	QoQ -3.56% (-18.8K) YoY +27.23% (+108.9K)	All Managers (Combined)	$47.0M	1.9% ($47.0M/$2.4B)	QoQ -1.37% (-$656.8K) YoY +28.07% (+$10.3M)
Apple Inc.(AAPLcusip037833100)	145.1K	QoQ +1.80% (-2.6K) YoY +0.37% (+538)	All Managers (Combined)	$32.2M	1.3% ($32.2M/$2.4B)	QoQ -9.69% (-$3.5M) YoY +30.01% (+$7.4M)
NVIDIA CORP(NVDAcusip67066G104)	238.9K	QoQ -10.52% (-28.1K) YoY +745.96% (+210.7K)	All Managers (Combined)	$25.9M	1.1% ($25.9M/$2.4B)	QoQ -27.78% (-$10.0M) YoY +1.47% (+$375.8K)
MICROSOFT CORP(MSFTcusip594918104)	66.5K	QoQ +2.37% (-1.5K) YoY +2.82% (-1.8K)	All Managers (Combined)	$25.0M	1.0% ($25.0M/$2.4B)	QoQ -8.82% (-$2.4M) YoY -8.25% (-$2.2M)
AMAZON COM INC(AMZNcusip023135106)	125.4K	QoQ +19.30% (+20.3K) YoY +18.19% (+19.3K)	All Managers (Combined)	$23.9M	1.0% ($23.9M/$2.4B)	QoQ +3.46% (+$799.0K) YoY +24.67% (+$4.7M)
(ESGUcusip46435G425)	171.5K	QoQ +1.70% (-2.9K) YoY +9.01% (+14.2K)	All Managers (Combined)	$20.9M	0.9% ($20.9M/$2.4B)	QoQ -3.75% (-$815.2K) YoY +15.60% (+$2.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	84.1K	QoQ -1.82% (-1.6K) YoY -4.35% (-3.8K)	All Managers (Combined)	$20.6M	0.8% ($20.6M/$2.4B)	QoQ +0.46% (-$94.8K) YoY +17.12% (-$3.0M)