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 5 of 10

Sort by:

25434V401

Shares:59.9K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.4B)

Alphabet Inc.

GOOG|02079K107

Shares:23.0K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.4B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.6K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.4B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:6.9K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.4B)

464287622

IWB|464287622

Shares:10.7K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.4B)

Zoetis Inc.

ZTS|98978V103

Shares:19.2K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.4B)

464287689

IWV|464287689

Shares:9.9K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.4B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:31.9K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.4B)

46138G540

Shares:80.0K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.4B)

HOME DEPOT, INC.

HD|437076102

Shares:6.7K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.4B)

808524805

SCHF|808524805

Shares:121.1K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.4B)

33740F755

Shares:77.6K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.4B)

464287648

IWO|464287648

Shares:9.0K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.4B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:7.9K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.4B)

922907746

VTEB|922907746

Shares:42.2K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.4B)

922908637

VV|922908637

Shares:7.9K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.4B)

464287150

ITOT|464287150

Shares:16.7K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.4B)

81369Y209

Shares:13.7K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.4B)

EXXON MOBIL CORP

XOM|30231G102

Shares:15.6K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.4B)

921908844

VIG|921908844

Shares:9.0K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V401)✕	59.9K	QoQ 0.00% (-0) YoY -20.53% (-15.5K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.4B)	QoQ -5.12% (-$195.8K) YoY -15.65% (-$672.0K)
Alphabet Inc.(GOOGcusip02079K107)	23.0K	QoQ +26.39% (+4.8K) YoY +52.29% (+7.9K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.4B)	QoQ +3.69% (+$128.0K) YoY +56.26% (+$1.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.6K	QoQ -0.97% (-36) YoY -7.79% (-308)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.4B)	QoQ +2.21% (-$74.5K) YoY +19.02% (-$550.7K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.4B)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
(IWBcusip464287622)	10.7K	QoQ -0.73% (-79) YoY -5.35% (-603)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.4B)	QoQ -5.48% (-$189.9K) YoY +0.79% (-$25.8K)
Zoetis Inc.(ZTScusip98978V103)	19.2K	QoQ +6.07% (+1.1K) YoY -17.59% (-4.1K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.4B)	QoQ +7.19% (+$211.9K) YoY -19.81% (-$779.5K)
(IWVcusip464287689)	9.9K	QoQ -0.50% (-50) YoY -6.73% (-713)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.4B)	QoQ -5.44% (-$180.8K) YoY -1.27% (-$40.6K)
ENTERGY CORP /DE/(ETRcusip29364G103)	31.9K	QoQ NEW(+31.9K) YoY NEW(+31.9K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.4B)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip46138G540)✕	80.0K	QoQ NEW(+80.0K) YoY NEW(+80.0K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.4B)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
HOME DEPOT, INC.(HDcusip437076102)	6.7K	QoQ +4.41% (-283) YoY +4.92% (+314)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.4B)	QoQ -1.62% (-$40.5K) YoY +0.24% (+$6.0K)
(SCHFcusip808524805)	121.1K	QoQ 0.00% (+0) YoY +85.84% (-55.9K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.4B)	QoQ +6.91% (+$155.0K) YoY -5.79% (-$147.3K)
(cusip33740F755)✕	77.6K	QoQ NEW(+77.6K) YoY NEW(+77.6K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.4B)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(IWOcusip464287648)	9.0K	QoQ +2.99% (-261) YoY +10.35% (+843)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.4B)	QoQ -8.56% (-$215.0K) YoY +4.12% (+$91.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	7.9K	QoQ 0.00% (+0) YoY +1.33% (+105)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.4B)	QoQ +18.11% (+$344.7K) YoY +38.67% (+$626.8K)
(VTEBcusip922907746)	42.2K	QoQ -40.84% (-29.1K) YoY -56.34% (-54.5K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.4B)	QoQ -41.44% (-$1.5M) YoY -57.19% (-$2.8M)
(VVcusip922908637)	7.9K	QoQ 0.00% (-0) YoY +115.12% (+4.2K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.4B)	QoQ -4.69% (-$100.6K) YoY +130.61% (+$1.2M)
(ITOTcusip464287150)	16.7K	QoQ 0.00% (-0) YoY NEW(+16.7K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.4B)	QoQ -5.13% (-$110.2K) YoY NEW(+$2.0M)
(cusip81369Y209)✕	13.7K	QoQ -7.28% (-1.1K) YoY -7.61% (-1.1K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.4B)	QoQ -1.59% (-$32.4K) YoY -8.68% (-$190.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	15.6K	QoQ -7.55% (-1.3K) YoY -10.84% (-1.9K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.4B)	QoQ +2.20% (-$40.1K) YoY -8.78% (-$178.9K)
(VIGcusip921908844)	9.0K	QoQ +11.59% (+939) YoY +8.24% (+688)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.4B)	QoQ +10.55% (+$167.3K) YoY +14.97% (+$228.3K)