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

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STARBUCKS CORP

SBUX|855244109

Shares:2.2K

Value:$218.0K

% of Portfolio:0.0% ($218.0K/$2.4B)

AMGEN INC

AMGN|031162100

Shares:699

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$2.4B)

33739E108

Shares:12.4K

Value:$217.7K

% of Portfolio:0.0% ($217.7K/$2.4B)

92204A702

VGT|92204A702

Shares:401

Value:$217.5K

% of Portfolio:0.0% ($217.5K/$2.4B)

464288646

Shares:4.1K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$2.4B)

46138G649

Shares:1.1K

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$2.4B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.0K

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$2.4B)

808524763

FNDA|808524763

Shares:7.6K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$2.4B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.2K

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$2.4B)

FASTENAL CO

FAST|311900104

Shares:2.6K

Value:$204.2K

% of Portfolio:0.0% ($204.2K/$2.4B)

Duke Energy CORP

DUK|26441C204

Shares:1.7K

Value:$203.2K

% of Portfolio:0.0% ($203.2K/$2.4B)

REALTY INCOME CORP

O|756109104

Shares:3.5K

Value:$202.0K

% of Portfolio:0.0% ($202.0K/$2.4B)

Coeur Mining, Inc.

CDE|192108504

Shares:19.0K

Value:$112.5K

% of Portfolio:0.0% ($112.5K/$2.4B)

Expensify, Inc.

EXFY|30219Q106

Shares:24.1K

Value:$73.3K

% of Portfolio:0.0% ($73.3K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
STARBUCKS CORP(SBUXcusip855244109)	2.2K	QoQ -1.81% (-41) YoY -17.94% (-486)	All Managers (Combined)	$218.0K	0.0% ($218.0K/$2.4B)	QoQ +5.54% (-$11.5K) YoY -11.92% (-$29.5K)
AMGEN INC(AMGNcusip031162100)	699	QoQ NEW(+699) YoY NEW(+699)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$2.4B)	QoQ NEW(+$217.8K) YoY NEW(+$217.8K)
(cusip33739E108)✕	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$217.7K	0.0% ($217.7K/$2.4B)	QoQ NEW(+$217.7K) YoY NEW(+$217.7K)
(VGTcusip92204A702)	401	QoQ 0.00% (-0) YoY -3.60% (-15)	All Managers (Combined)	$217.5K	0.0% ($217.5K/$2.4B)	QoQ -12.77% (-$31.8K) YoY -0.28% (-$631)
(cusip464288646)✕	4.1K	QoQ -1.47% (-62) YoY -33.51% (-2.1K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$2.4B)	QoQ -0.19% (-$431) YoY -32.10% (-$102.5K)
(cusip46138G649)✕	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$2.4B)	QoQ NEW(+$214.1K) YoY NEW(+$214.1K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$209.8K	0.0% ($209.8K/$2.4B)	QoQ NEW(+$209.8K) YoY NEW(+$209.8K)
(FNDAcusip808524763)	7.6K	QoQ 0.00% (-0) YoY NEW(+7.6K)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$2.4B)	QoQ -7.77% (-$17.5K) YoY NEW(+$207.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.2K	QoQ -27.64% (-476) YoY -19.40% (-300)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$2.4B)	QoQ -39.17% (-$133.2K) YoY -1.66% (-$3.5K)
FASTENAL CO(FASTcusip311900104)	2.6K	QoQ NEW(+2.6K) YoY 0.00% (+0)	All Managers (Combined)	$204.2K	0.0% ($204.2K/$2.4B)	QoQ NEW(+$204.2K) YoY +0.53% (+$1.1K)
Duke Energy CORP(DUKcusip26441C204)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$203.2K	0.0% ($203.2K/$2.4B)	QoQ NEW(+$203.2K) YoY NEW(+$203.2K)
REALTY INCOME CORP(Ocusip756109104)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$202.0K	0.0% ($202.0K/$2.4B)	QoQ NEW(+$202.0K) YoY NEW(+$202.0K)
Coeur Mining, Inc.(CDEcusip192108504)	19.0K	QoQ NEW(+19.0K) YoY NEW(+19.0K)	All Managers (Combined)	$112.5K	0.0% ($112.5K/$2.4B)	QoQ NEW(+$112.5K) YoY NEW(+$112.5K)
Expensify, Inc.(EXFYcusip30219Q106)	24.1K	QoQ -11.35% (-3.1K) YoY -11.35% (-3.1K)	All Managers (Combined)	$73.3K	0.0% ($73.3K/$2.4B)	QoQ -19.55% (-$17.8K) YoY +46.45% (-$23.2K)