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 3 of 10

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Zoom Communications, Inc.

ZM|98980L101

Shares:123.6K

Value:$9.1M

% of Portfolio:0.4% ($9.1M/$2.4B)

PROCTER & GAMBLE Co

PG|742718109

Shares:52.8K

Value:$9.0M

% of Portfolio:0.4% ($9.0M/$2.4B)

STRYKER CORP

SYK|863667101

Shares:23.5K

Value:$8.7M

% of Portfolio:0.4% ($8.7M/$2.4B)

BlackRock, Inc.

BLK|09290D101

Shares:9.2K

Value:$8.7M

% of Portfolio:0.4% ($8.7M/$2.4B)

ECOLAB INC.

ECL|278865100

Shares:33.0K

Value:$8.4M

% of Portfolio:0.3% ($8.4M/$2.4B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:49.9K

Value:$8.3M

% of Portfolio:0.3% ($8.3M/$2.4B)

ABBOTT LABORATORIES

ABT|002824100

Shares:61.6K

Value:$8.2M

% of Portfolio:0.3% ($8.2M/$2.4B)

Salesforce, Inc.

CRM|79466L302

Shares:29.7K

Value:$8.0M

% of Portfolio:0.3% ($8.0M/$2.4B)

Autodesk, Inc.

ADSK|052769106

Shares:29.3K

Value:$7.7M

% of Portfolio:0.3% ($7.7M/$2.4B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:32.7K

Value:$7.6M

% of Portfolio:0.3% ($7.6M/$2.4B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:35.6K

Value:$7.5M

% of Portfolio:0.3% ($7.5M/$2.4B)

Palo Alto Networks Inc

PANW|697435105

Shares:42.5K

Value:$7.2M

% of Portfolio:0.3% ($7.2M/$2.4B)

ELI LILLY & Co

LLY|532457108

Shares:8.6K

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.4B)

Booking Holdings Inc.

BKNG|09857L108

Shares:1.4K

Value:$6.7M

% of Portfolio:0.3% ($6.7M/$2.4B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:60.1K

Value:$6.6M

% of Portfolio:0.3% ($6.6M/$2.4B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:12.2K

Value:$6.5M

% of Portfolio:0.3% ($6.5M/$2.4B)

922908769

VTI|922908769

Shares:23.6K

Value:$6.5M

% of Portfolio:0.3% ($6.5M/$2.4B)

Walt Disney Co

DIS|254687106

Shares:65.0K

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.4B)

464288240

Shares:115.2K

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.4B)

72201R866

Shares:122.4K

Value:$6.3M

% of Portfolio:0.3% ($6.3M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Zoom Communications, Inc.(ZMcusip98980L101)	123.6K	QoQ 0.00% (-0) YoY NEW(+123.6K)	All Managers (Combined)	$9.1M	0.4% ($9.1M/$2.4B)	QoQ -9.60% (-$969.1K) YoY NEW(+$9.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	52.8K	QoQ +1.52% (+795) YoY +0.22% (+118)	All Managers (Combined)	$9.0M	0.4% ($9.0M/$2.4B)	QoQ +3.20% (+$279.6K) YoY +5.27% (+$450.8K)
STRYKER CORP(SYKcusip863667101)	23.5K	QoQ -0.32% (-76) YoY -4.56% (-1.1K)	All Managers (Combined)	$8.7M	0.4% ($8.7M/$2.4B)	QoQ +3.05% (-$258.9K) YoY -0.72% (-$63.8K)
BlackRock, Inc.(BLKcusip09290D101)	9.2K	QoQ +0.85% (-78) YoY NEW(+9.2K)	All Managers (Combined)	$8.7M	0.4% ($8.7M/$2.4B)	QoQ -6.88% (-$645.5K) YoY NEW(+$8.7M)
ECOLAB INC.(ECLcusip278865100)	33.0K	QoQ -1.54% (-516) YoY -9.12% (-3.3K)	All Managers (Combined)	$8.4M	0.3% ($8.4M/$2.4B)	QoQ +6.52% (-$512.4K) YoY -0.22% (-$18.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	49.9K	QoQ -4.41% (-2.3K) YoY -11.74% (-6.6K)	All Managers (Combined)	$8.3M	0.3% ($8.3M/$2.4B)	QoQ +9.61% (-$725.6K) YoY -7.47% (-$668.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	61.6K	QoQ -2.76% (-1.8K) YoY -9.57% (-6.5K)	All Managers (Combined)	$8.2M	0.3% ($8.2M/$2.4B)	QoQ +14.03% (-$1.0M) YoY +5.53% (-$428.3K)
Salesforce, Inc.(CRMcusip79466L302)	29.7K	QoQ -23.85% (-9.3K) YoY -19.26% (-7.1K)	All Managers (Combined)	$8.0M	0.3% ($8.0M/$2.4B)	QoQ -38.87% (-$5.1M) YoY -28.06% (-$3.1M)
Autodesk, Inc.(ADSKcusip052769106)	29.3K	QoQ +0.34% (-100) YoY -1.48% (-442)	All Managers (Combined)	$7.7M	0.3% ($7.7M/$2.4B)	QoQ -11.12% (-$960.0K) YoY -0.96% (-$74.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	32.7K	QoQ +0.94% (+306) YoY -42.32% (-24.0K)	All Managers (Combined)	$7.6M	0.3% ($7.6M/$2.4B)	QoQ +15.81% (+$1.0M) YoY -37.35% (-$4.5M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	35.6K	QoQ +0.19% (-71) YoY -2.66% (-975)	All Managers (Combined)	$7.5M	0.3% ($7.5M/$2.4B)	QoQ -6.07% (-$487.4K) YoY +0.41% (-$31.3K)
Palo Alto Networks Inc(PANWcusip697435105)	42.5K	QoQ -0.52% (-224) YoY +98.23% (+21.1K)	All Managers (Combined)	$7.2M	0.3% ($7.2M/$2.4B)	QoQ -6.71% (-$521.7K) YoY +19.05% (+$1.2M)
ELI LILLY & Co(LLYcusip532457108)	8.6K	QoQ +0.51% (+44) YoY NEW(+8.6K)	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.4B)	QoQ +7.53% (+$498.3K) YoY NEW(+$7.1M)
Booking Holdings Inc.(BKNGcusip09857L108)	1.4K	QoQ -0.27% (-4) YoY -5.85% (-90)	All Managers (Combined)	$6.7M	0.3% ($6.7M/$2.4B)	QoQ -7.53% (-$543.0K) YoY +19.55% (-$1.1M)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	60.1K	QoQ +2.11% (+1.2K) YoY -0.19% (-118)	All Managers (Combined)	$6.6M	0.3% ($6.6M/$2.4B)	QoQ +20.98% (+$1.1M) YoY +26.66% (-$1.4M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	12.2K	QoQ -0.01% (-2) YoY +3.41% (-404)	All Managers (Combined)	$6.5M	0.3% ($6.5M/$2.4B)	QoQ -6.35% (-$442.3K) YoY -0.84% (-$55.3K)
(VTIcusip922908769)	23.6K	QoQ -5.32% (-1.3K) YoY +2.94% (+675)	All Managers (Combined)	$6.5M	0.3% ($6.5M/$2.4B)	QoQ -10.21% (-$737.8K) YoY +8.86% (+$528.0K)
Walt Disney Co(DIScusip254687106)	65.0K	QoQ +1.23% (-792) YoY -4.49% (-3.1K)	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.4B)	QoQ -10.26% (-$734.1K) YoY -22.96% (-$1.9M)
(cusip464288240)✕	115.2K	QoQ 0.00% (+0) YoY -0.75% (-872)	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.4B)	QoQ +6.30% (+$378.9K) YoY +3.07% (-$190.7K)
(cusip72201R866)✕	122.4K	QoQ -19.57% (-29.8K) YoY -29.38% (-50.9K)	All Managers (Combined)	$6.3M	0.3% ($6.3M/$2.4B)	QoQ -19.85% (-$1.6M) YoY -30.62% (-$2.8M)