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 4 of 10

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Broadcom Inc.

AVGO|11135F101

Shares:37.5K

Value:$6.3M

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

Accenture plc

ACN|G1151C101

Shares:19.9K

Value:$6.2M

% of Portfolio:0.3% ($6.2M/$2.4B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:40.9K

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$2.4B)

464287234

EEM|464287234

Shares:131.3K

Value:$5.7M

% of Portfolio:0.2% ($5.7M/$2.4B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:23.8K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.4B)

DANAHER CORP /DE/

DHR|235851102

Shares:25.7K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.4B)

46435U549

Shares:109.7K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.4B)

Tesla, Inc.

TSLA|88160R101

Shares:19.5K

Value:$5.1M

% of Portfolio:0.2% ($5.1M/$2.4B)

INTUIT INC.

INTU|461202103

Shares:7.6K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.4B)

464288257

Shares:39.6K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.4B)

Prologis, Inc.

PLD|74340W103

Shares:40.4K

Value:$4.5M

% of Portfolio:0.2% ($4.5M/$2.4B)

Eaton Corp plc

ETN|G29183103

Shares:16.6K

Value:$4.5M

% of Portfolio:0.2% ($4.5M/$2.4B)

ADOBE INC.

ADBE|00724F101

Shares:11.1K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.4B)

Snowflake Inc.

SNOW|833445109

Shares:28.2K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.4B)

WYNN RESORTS LTD

WYNN|983134107

Shares:48.3K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.4B)

NEWMONT Corp /DE/

NEM|651639106

Shares:82.7K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.4B)

46434G863

Shares:112.8K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.4B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.1K

Value:$3.8M

% of Portfolio:0.2% ($3.8M/$2.4B)

TARGET CORP

TGT|87612E106

Shares:35.6K

Value:$3.7M

% of Portfolio:0.2% ($3.7M/$2.4B)

808524201

SCHX|808524201

Shares:165.9K

Value:$3.7M

% of Portfolio:0.2% ($3.7M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	37.5K	QoQ +1089.39% (+34.3K) YoY NEW(+37.5K)	All Managers (Combined)	$6.3M	0.3% ($6.3M/$2.4B)	QoQ +758.96% (+$5.5M) YoY NEW(+$6.3M)
Accenture plc(ACNcusipG1151C101)	19.9K	QoQ +0.60% (-120) YoY +161.58% (+12.3K)	All Managers (Combined)	$6.2M	0.3% ($6.2M/$2.4B)	QoQ -10.76% (-$747.3K) YoY +135.48% (+$3.6M)
KIMBERLY CLARK CORP(KMBcusip494368103)	40.9K	QoQ NEW(+40.9K) YoY NEW(+40.9K)	All Managers (Combined)	$5.8M	0.2% ($5.8M/$2.4B)	QoQ NEW(+$5.8M) YoY NEW(+$5.8M)
(EEMcusip464287234)	131.3K	QoQ -5.78% (-8.1K) YoY -62.25% (-216.6K)	All Managers (Combined)	$5.7M	0.2% ($5.7M/$2.4B)	QoQ -1.55% (-$90.5K) YoY -59.84% (-$8.6M)
Cheniere Energy, Inc.(LNGcusip16411R208)	23.8K	QoQ +1.43% (+337) YoY +0.23% (+55)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.4B)	QoQ +9.24% (+$465.4K) YoY +43.81% (+$1.7M)
DANAHER CORP /DE/(DHRcusip235851102)	25.7K	QoQ -1.31% (-342) YoY -7.48% (-2.1K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.4B)	QoQ -11.86% (-$708.2K) YoY -24.04% (-$1.7M)
(cusip46435U549)✕	109.7K	QoQ +7.53% (+7.7K) YoY +10.78% (+10.7K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.4B)	QoQ +9.94% (+$470.9K) YoY +11.77% (+$548.9K)
Tesla, Inc.(TSLAcusip88160R101)	19.5K	QoQ -2.41% (-483) YoY -13.35% (-3.0K)	All Managers (Combined)	$5.1M	0.2% ($5.1M/$2.4B)	QoQ -37.37% (-$3.0M) YoY +27.73% (-$1.1M)
INTUIT INC.(INTUcusip461202103)	7.6K	QoQ -0.61% (-47) YoY +656.50% (+6.6K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.4B)	QoQ -2.90% (-$140.1K) YoY +614.59% (+$4.0M)
(cusip464288257)✕	39.6K	QoQ 0.00% (-0) YoY +1.36% (+532)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.4B)	QoQ -0.94% (-$43.9K) YoY +7.12% (+$306.3K)
Prologis, Inc.(PLDcusip74340W103)	40.4K	QoQ +2.77% (+1.1K) YoY NEW(+40.4K)	All Managers (Combined)	$4.5M	0.2% ($4.5M/$2.4B)	QoQ +8.69% (+$361.0K) YoY NEW(+$4.5M)
Eaton Corp plc(ETNcusipG29183103)	16.6K	QoQ -1.14% (-191) YoY NEW(+16.6K)	All Managers (Combined)	$4.5M	0.2% ($4.5M/$2.4B)	QoQ -19.02% (-$1.1M) YoY NEW(+$4.5M)
ADOBE INC.(ADBEcusip00724F101)	11.1K	QoQ -40.32% (-7.5K) YoY -41.22% (-7.8K)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.4B)	QoQ -48.53% (-$4.0M) YoY -55.32% (-$5.3M)
Snowflake Inc.(SNOWcusip833445109)	28.2K	QoQ NEW(+28.2K) YoY NEW(+28.2K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.4B)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
WYNN RESORTS LTD(WYNNcusip983134107)	48.3K	QoQ +84.83% (+22.2K) YoY NEW(+48.3K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.4B)	QoQ +79.13% (+$1.8M) YoY NEW(+$4.0M)
NEWMONT Corp /DE/(NEMcusip651639106)	82.7K	QoQ +1.10% (+900) YoY -26.91% (-30.5K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.4B)	QoQ +31.14% (+$948.2K) YoY -1.55% (-$62.9K)
(cusip46434G863)✕	112.8K	QoQ +0.49% (+556) YoY -24.47% (-36.5K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.4B)	QoQ +5.19% (+$194.5K) YoY -18.09% (-$870.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.1K	QoQ -3.69% (-273) YoY +59.85% (+2.7K)	All Managers (Combined)	$3.8M	0.2% ($3.8M/$2.4B)	QoQ +13.15% (-$440.5K) YoY +102.42% (+$1.9M)
TARGET CORP(TGTcusip87612E106)	35.6K	QoQ +2010.66% (+33.9K) YoY +2045.00% (+33.9K)	All Managers (Combined)	$3.7M	0.2% ($3.7M/$2.4B)	QoQ +1529.45% (+$3.5M) YoY +1163.20% (+$3.4M)
(SCHXcusip808524201)	165.9K	QoQ 0.00% (-0) YoY +206.44% (+111.8K)	All Managers (Combined)	$3.7M	0.2% ($3.7M/$2.4B)	QoQ -4.74% (-$182.5K) YoY +9.02% (+$303.3K)