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 2 of 10

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Meta Platforms, Inc.

META|30303M102

Shares:34.6K

Value:$19.9M

% of Portfolio:0.8% ($19.9M/$2.4B)

46434V878

Shares:387.1K

Value:$19.6M

% of Portfolio:0.8% ($19.6M/$2.4B)

VISA INC.

V|92826C839

Shares:51.0K

Value:$17.9M

% of Portfolio:0.7% ($17.9M/$2.4B)

Alphabet Inc.

GOOGL|02079K305

Shares:113.3K

Value:$17.5M

% of Portfolio:0.7% ($17.5M/$2.4B)

921943858

VEA|921943858

Shares:323.9K

Value:$16.5M

% of Portfolio:0.7% ($16.5M/$2.4B)

46641Q837

Shares:309.2K

Value:$15.7M

% of Portfolio:0.6% ($15.7M/$2.4B)

69344A107

Shares:311.8K

Value:$15.5M

% of Portfolio:0.6% ($15.5M/$2.4B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:19

Value:$15.2M

% of Portfolio:0.6% ($15.2M/$2.4B)

464287739

IYR|464287739

Shares:146.0K

Value:$14.0M

% of Portfolio:0.6% ($14.0M/$2.4B)

Doximity, Inc.

DOCS|26622P107

Shares:240.3K

Value:$13.9M

% of Portfolio:0.6% ($13.9M/$2.4B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:52.9K

Value:$12.2M

% of Portfolio:0.5% ($12.2M/$2.4B)

46435U663

Shares:314.4K

Value:$12.1M

% of Portfolio:0.5% ($12.1M/$2.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:89.9K

Value:$10.9M

% of Portfolio:0.5% ($10.9M/$2.4B)

CHEVRON CORP

CVX|166764100

Shares:62.1K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.4B)

CME GROUP INC.

CME|12572Q105

Shares:38.5K

Value:$10.2M

% of Portfolio:0.4% ($10.2M/$2.4B)

46435G516

ESGD|46435G516

Shares:120.4K

Value:$9.8M

% of Portfolio:0.4% ($9.8M/$2.4B)

Parker-Hannifin Corp

PH|701094104

Shares:16.0K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.4B)

922908751

VB|922908751

Shares:43.6K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.4B)

464288414

MUB|464288414

Shares:90.9K

Value:$9.6M

% of Portfolio:0.4% ($9.6M/$2.4B)

DoorDash, Inc.

DASH|25809K105

Shares:52.2K

Value:$9.5M

% of Portfolio:0.4% ($9.5M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	34.6K	QoQ -1.92% (-679) YoY +139.38% (+20.1K)	All Managers (Combined)	$19.9M	0.8% ($19.9M/$2.4B)	QoQ -3.45% (-$713.9K) YoY +184.14% (+$12.9M)
(cusip46434V878)✕	387.1K	QoQ +27.40% (+83.3K) YoY +42.99% (+116.4K)	All Managers (Combined)	$19.6M	0.8% ($19.6M/$2.4B)	QoQ +28.08% (+$4.3M) YoY +43.39% (+$5.9M)
VISA INC.(Vcusip92826C839)	51.0K	QoQ -0.56% (-290) YoY -14.97% (-9.0K)	All Managers (Combined)	$17.9M	0.7% ($17.9M/$2.4B)	QoQ +10.26% (-$1.7M) YoY +6.77% (-$1.1M)
Alphabet Inc.(GOOGLcusip02079K305)	113.3K	QoQ -11.02% (-14.0K) YoY -25.54% (-38.9K)	All Managers (Combined)	$17.5M	0.7% ($17.5M/$2.4B)	QoQ -27.31% (-$6.6M) YoY -23.71% (-$5.4M)
(VEAcusip921943858)	323.9K	QoQ -1.78% (-5.9K) YoY -0.76% (-2.5K)	All Managers (Combined)	$16.5M	0.7% ($16.5M/$2.4B)	QoQ +4.40% (-$694.1K) YoY +0.53% (-$88.0K)
(cusip46641Q837)✕	309.2K	QoQ +34.01% (+78.5K) YoY +109.23% (+161.4K)	All Managers (Combined)	$15.7M	0.6% ($15.7M/$2.4B)	QoQ +34.70% (+$4.0M) YoY +109.98% (+$8.2M)
(cusip69344A107)✕	311.8K	QoQ +34.51% (+80.0K) YoY NEW(+311.8K)	All Managers (Combined)	$15.5M	0.6% ($15.5M/$2.4B)	QoQ +34.99% (+$4.0M) YoY NEW(+$15.5M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	19	QoQ NEW(+19) YoY NEW(+19)	All Managers (Combined)	$15.2M	0.6% ($15.2M/$2.4B)	QoQ NEW(+$15.2M) YoY NEW(+$15.2M)
(IYRcusip464287739)	146.0K	QoQ -4.76% (-7.3K) YoY -7.15% (-11.3K)	All Managers (Combined)	$14.0M	0.6% ($14.0M/$2.4B)	QoQ -2.01% (-$287.2K) YoY -1.11% (-$157.6K)
Doximity, Inc.(DOCScusip26622P107)	240.3K	QoQ +281.35% (+177.3K) YoY NEW(+240.3K)	All Managers (Combined)	$13.9M	0.6% ($13.9M/$2.4B)	QoQ +314.49% (+$10.6M) YoY NEW(+$13.9M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	52.9K	QoQ +8.29% (+4.0K) YoY NEW(+52.9K)	All Managers (Combined)	$12.2M	0.5% ($12.2M/$2.4B)	QoQ +19.30% (+$2.0M) YoY NEW(+$12.2M)
(cusip46435U663)✕	314.4K	QoQ +2.84% (-8.7K) YoY +5.89% (+17.5K)	All Managers (Combined)	$12.1M	0.5% ($12.1M/$2.4B)	QoQ -6.05% (-$778.9K) YoY +0.99% (+$119.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	89.9K	QoQ +0.49% (+439) YoY -5.91% (-5.6K)	All Managers (Combined)	$10.9M	0.5% ($10.9M/$2.4B)	QoQ +1.31% (+$142.0K) YoY +12.99% (-$1.3M)
CHEVRON CORP(CVXcusip166764100)	62.1K	QoQ +1.94% (+1.2K) YoY +0.73% (+453)	All Managers (Combined)	$10.4M	0.4% ($10.4M/$2.4B)	QoQ +17.74% (+$1.6M) YoY +6.83% (+$664.5K)
CME GROUP INC.(CMEcusip12572Q105)	38.5K	QoQ -0.68% (-265) YoY -4.89% (-2.0K)	All Managers (Combined)	$10.2M	0.4% ($10.2M/$2.4B)	QoQ +13.45% (-$1.2M) YoY +17.19% (-$1.5M)
(ESGDcusip46435G516)	120.4K	QoQ +2.75% (+3.2K) YoY +9.90% (+10.8K)	All Managers (Combined)	$9.8M	0.4% ($9.8M/$2.4B)	QoQ +10.24% (+$914.2K) YoY +12.35% (+$1.1M)
Parker-Hannifin Corp(PHcusip701094104)	16.0K	QoQ -0.54% (-88) YoY -11.29% (-2.0K)	All Managers (Combined)	$9.7M	0.4% ($9.7M/$2.4B)	QoQ -4.95% (-$506.3K) YoY -2.98% (-$298.6K)
(VBcusip922908751)	43.6K	QoQ +16.18% (+6.1K) YoY +20.00% (+7.3K)	All Managers (Combined)	$9.7M	0.4% ($9.7M/$2.4B)	QoQ +7.22% (+$651.4K) YoY +16.41% (+$1.4M)
(MUBcusip464288414)	90.9K	QoQ -29.33% (-37.7K) YoY -40.67% (-62.3K)	All Managers (Combined)	$9.6M	0.4% ($9.6M/$2.4B)	QoQ -30.06% (-$4.1M) YoY -41.86% (-$6.9M)
DoorDash, Inc.(DASHcusip25809K105)	52.2K	QoQ 0.00% (+0) YoY +5.65% (+2.8K)	All Managers (Combined)	$9.5M	0.4% ($9.5M/$2.4B)	QoQ +8.95% (+$784.2K) YoY +40.22% (+$2.7M)