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 6 of 10

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922908629

VO|922908629

Shares:6.8K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$2.4B)

922908538

VOT|922908538

Shares:6.4K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.4B)

AbbVie Inc.

ABBV|00287Y109

Shares:7.3K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.4B)

922042775

VEU|922042775

Shares:24.1K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.4B)

Mastercard Inc

MA|57636Q104

Shares:2.6K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.4B)

464287671

IUSG|464287671

Shares:10.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.4B)

81369Y803

XLK|81369Y803

Shares:6.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.4B)

922908595

VBK|922908595

Shares:5.1K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.4B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.4B)

NETFLIX INC

NFLX|64110L106

Shares:1.3K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$2.4B)

33740F805

Shares:26.2K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.4B)

464287614

IWF|464287614

Shares:2.9K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.4B)

464287101

Shares:3.7K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.4B)

Uber Technologies, Inc

UBER|90353T100

Shares:13.2K

Value:$963.8K

% of Portfolio:0.0% ($963.8K/$2.4B)

46434G103

IEMG|46434G103

Shares:17.7K

Value:$952.7K

% of Portfolio:0.0% ($952.7K/$2.4B)

25434V708

DFAC|25434V708

Shares:27.0K

Value:$890.2K

% of Portfolio:0.0% ($890.2K/$2.4B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:6.1K

Value:$885.5K

% of Portfolio:0.0% ($885.5K/$2.4B)

92206C102

VGSH|92206C102

Shares:14.4K

Value:$846.8K

% of Portfolio:0.0% ($846.8K/$2.4B)

33738D309

Shares:18.4K

Value:$837.7K

% of Portfolio:0.0% ($837.7K/$2.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.9K

Value:$825.8K

% of Portfolio:0.0% ($825.8K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	6.8K	QoQ +50.31% (+2.3K) YoY -79.19% (-25.7K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$2.4B)	QoQ +47.17% (+$559.7K) YoY -78.46% (-$6.4M)
(VOTcusip922908538)	6.4K	QoQ 0.00% (-0) YoY NEW(+6.4K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.4B)	QoQ -3.58% (-$58.5K) YoY NEW(+$1.6M)
AbbVie Inc.(ABBVcusip00287Y109)	7.3K	QoQ +3.12% (+222) YoY +12.49% (+815)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.4B)	QoQ +21.58% (+$272.9K) YoY +29.43% (+$349.6K)
(VEUcusip922042775)	24.1K	QoQ 0.00% (+0) YoY +29.65% (+5.5K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.4B)	QoQ +5.66% (+$78.2K) YoY +34.10% (+$371.1K)
Mastercard Inc(MAcusip57636Q104)	2.6K	QoQ -1.19% (-32) YoY +97.46% (+1.3K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.4B)	QoQ +2.84% (-$40.1K) YoY +124.67% (+$804.2K)
(IUSGcusip464287671)	10.4K	QoQ 0.00% (-0) YoY NEW(+10.4K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.4B)	QoQ -8.80% (-$127.7K) YoY NEW(+$1.3M)
(XLKcusip81369Y803)	6.4K	QoQ 0.00% (-0) YoY -1.81% (-118)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.4B)	QoQ -11.19% (-$166.5K) YoY -2.65% (-$36.0K)
(VBKcusip922908595)	5.1K	QoQ +178.59% (+3.3K) YoY +214.38% (+3.5K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.4B)	QoQ +150.45% (+$773.6K) YoY +203.60% (+$863.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.4K	QoQ -11.92% (-324) YoY -2.16% (-53)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.4B)	QoQ -8.80% (-$121.1K) YoY +3.59% (-$43.5K)
NETFLIX INC(NFLXcusip64110L106)	1.3K	QoQ +13.86% (+159) YoY NEW(+1.3K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$2.4B)	QoQ +19.12% (+$195.5K) YoY NEW(+$1.2M)
(cusip33740F805)✕	26.2K	QoQ NEW(+26.2K) YoY NEW(+26.2K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.4B)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(IWFcusip464287614)	2.9K	QoQ -16.04% (-550) YoY +9.18% (+242)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.4B)	QoQ -24.50% (-$337.4K) YoY +16.96% (+$150.8K)
(cusip464287101)✕	3.7K	QoQ -1.52% (-58) YoY -2.44% (-94)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.4B)	QoQ -7.66% (-$84.2K) YoY +6.78% (-$64.4K)
Uber Technologies, Inc(UBERcusip90353T100)	13.2K	QoQ -1.98% (-268) YoY +123.40% (+7.3K)	All Managers (Combined)	$963.8K	0.0% ($963.8K/$2.4B)	QoQ +18.39% (-$149.7K) YoY +111.41% (+$507.9K)
(IEMGcusip46434G103)	17.7K	QoQ +0.17% (+31) YoY NEW(+17.7K)	All Managers (Combined)	$952.7K	0.0% ($952.7K/$2.4B)	QoQ +3.53% (+$32.5K) YoY NEW(+$952.7K)
(DFACcusip25434V708)	27.0K	QoQ +101.98% (+13.6K) YoY +95.79% (+13.2K)	All Managers (Combined)	$890.2K	0.0% ($890.2K/$2.4B)	QoQ +92.64% (+$428.1K) YoY +102.17% (+$449.9K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	6.1K	QoQ -0.27% (-17) YoY -3.41% (-216)	All Managers (Combined)	$885.5K	0.0% ($885.5K/$2.4B)	QoQ -11.01% (-$109.6K) YoY -32.03% (-$417.4K)
(VGSHcusip92206C102)	14.4K	QoQ -93.26% (-199.8K) YoY -94.43% (-244.8K)	All Managers (Combined)	$846.8K	0.0% ($846.8K/$2.4B)	QoQ -93.20% (-$11.6M) YoY -94.37% (-$14.2M)
(cusip33738D309)✕	18.4K	QoQ NEW(+18.4K) YoY NEW(+18.4K)	All Managers (Combined)	$837.7K	0.0% ($837.7K/$2.4B)	QoQ NEW(+$837.7K) YoY NEW(+$837.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.9K	QoQ -15.35% (-520) YoY +4.48% (+123)	All Managers (Combined)	$825.8K	0.0% ($825.8K/$2.4B)	QoQ +0.72% (-$6.0K) YoY +46.34% (+$261.5K)