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

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LOWES COMPANIES INC

LOW|548661107

Shares:3.5K

Value:$821.2K

% of Portfolio:0.0% ($821.2K/$2.4B)

AFLAC INC

AFL|001055102

Shares:7.3K

Value:$815.4K

% of Portfolio:0.0% ($815.4K/$2.4B)

464287663

IUSV|464287663

Shares:8.8K

Value:$809.1K

% of Portfolio:0.0% ($809.1K/$2.4B)

MCDONALDS CORP

MCD|580135101

Shares:2.6K

Value:$800.3K

% of Portfolio:0.0% ($800.3K/$2.4B)

808524797

SCHD|808524797

Shares:28.5K

Value:$797.3K

% of Portfolio:0.0% ($797.3K/$2.4B)

46431W853

Shares:29.9K

Value:$792.2K

% of Portfolio:0.0% ($792.2K/$2.4B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:8.7K

Value:$733.9K

% of Portfolio:0.0% ($733.9K/$2.4B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.9K

Value:$727.8K

% of Portfolio:0.0% ($727.8K/$2.4B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.4K

Value:$700.6K

% of Portfolio:0.0% ($700.6K/$2.4B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.3K

Value:$699.4K

% of Portfolio:0.0% ($699.4K/$2.4B)

921909768

VXUS|921909768

Shares:11.2K

Value:$693.6K

% of Portfolio:0.0% ($693.6K/$2.4B)

808524706

Shares:23.8K

Value:$655.9K

% of Portfolio:0.0% ($655.9K/$2.4B)

COCA COLA CO

KO|191216100

Shares:9.1K

Value:$652.0K

% of Portfolio:0.0% ($652.0K/$2.4B)

808524888

Shares:18.1K

Value:$648.1K

% of Portfolio:0.0% ($648.1K/$2.4B)

Nu Holdings Ltd.

NU|G6683N103

Shares:62.1K

Value:$635.6K

% of Portfolio:0.0% ($635.6K/$2.4B)

46432F842

IEFA|46432F842

Shares:8.3K

Value:$627.8K

% of Portfolio:0.0% ($627.8K/$2.4B)

ORACLE CORP

ORCL|68389X105

Shares:4.5K

Value:$626.9K

% of Portfolio:0.0% ($626.9K/$2.4B)

921937835

BND|921937835

Shares:8.2K

Value:$604.3K

% of Portfolio:0.0% ($604.3K/$2.4B)

808524771

FNDX|808524771

Shares:25.4K

Value:$598.9K

% of Portfolio:0.0% ($598.9K/$2.4B)

UNION PACIFIC CORP

UNP|907818108

Shares:2.5K

Value:$580.4K

% of Portfolio:0.0% ($580.4K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	3.5K	QoQ +21.07% (+613) YoY +24.46% (+692)	All Managers (Combined)	$821.2K	0.0% ($821.2K/$2.4B)	QoQ +14.42% (+$103.5K) YoY +13.95% (+$100.6K)
AFLAC INC(AFLcusip001055102)	7.3K	QoQ -1.58% (-118) YoY -6.75% (-531)	All Managers (Combined)	$815.4K	0.0% ($815.4K/$2.4B)	QoQ +5.78% (-$44.6K) YoY +20.75% (-$140.2K)
(IUSVcusip464287663)	8.8K	QoQ -8.70% (-836) YoY NEW(+8.8K)	All Managers (Combined)	$809.1K	0.0% ($809.1K/$2.4B)	QoQ -9.00% (-$80.0K) YoY NEW(+$809.1K)
MCDONALDS CORP(MCDcusip580135101)	2.6K	QoQ +24.42% (+503) YoY +20.73% (+440)	All Managers (Combined)	$800.3K	0.0% ($800.3K/$2.4B)	QoQ +34.07% (+$203.4K) YoY +33.76% (+$202.0K)
(SCHDcusip808524797)	28.5K	QoQ -4.63% (-1.4K) YoY NEW(+28.5K)	All Managers (Combined)	$797.3K	0.0% ($797.3K/$2.4B)	QoQ -2.39% (-$19.6K) YoY NEW(+$797.3K)
(cusip46431W853)✕	29.9K	QoQ -42.27% (-21.9K) YoY NEW(+29.9K)	All Managers (Combined)	$792.2K	0.0% ($792.2K/$2.4B)	QoQ -39.63% (-$520.1K) YoY NEW(+$792.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	8.7K	QoQ -8.11% (-768) YoY NEW(+8.7K)	All Managers (Combined)	$733.9K	0.0% ($733.9K/$2.4B)	QoQ +2.53% (-$18.2K) YoY NEW(+$733.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.9K	QoQ -8.73% (-280) YoY +11.67% (+306)	All Managers (Combined)	$727.8K	0.0% ($727.8K/$2.4B)	QoQ +3.23% (-$22.8K) YoY +45.41% (+$227.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.4K	QoQ -7.09% (-867) YoY -14.28% (-1.9K)	All Managers (Combined)	$700.6K	0.0% ($700.6K/$2.4B)	QoQ -3.15% (-$22.8K) YoY +5.98% (-$39.5K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.3K	QoQ +1.37% (+31) YoY +9.46% (+198)	All Managers (Combined)	$699.4K	0.0% ($699.4K/$2.4B)	QoQ +5.80% (+$38.4K) YoY +33.92% (+$177.2K)
(VXUScusip921909768)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$693.6K	0.0% ($693.6K/$2.4B)	QoQ NEW(+$693.6K) YoY NEW(+$693.6K)
(cusip808524706)✕	23.8K	QoQ -0.62% (-150) YoY -23.51% (-7.3K)	All Managers (Combined)	$655.9K	0.0% ($655.9K/$2.4B)	QoQ +2.88% (-$18.4K) YoY -16.48% (-$129.5K)
COCA COLA CO(KOcusip191216100)	9.1K	QoQ +14.82% (+1.2K) YoY +34.30% (+2.3K)	All Managers (Combined)	$652.0K	0.0% ($652.0K/$2.4B)	QoQ +32.08% (+$158.4K) YoY +57.22% (+$237.3K)
(cusip808524888)✕	18.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$648.1K	0.0% ($648.1K/$2.4B)	QoQ +4.51% (+$28.0K) YoY +0.22% (+$1.4K)
Nu Holdings Ltd.(NUcusipG6683N103)	62.1K	QoQ -2.84% (-1.8K) YoY +438.18% (+50.5K)	All Managers (Combined)	$635.6K	0.0% ($635.6K/$2.4B)	QoQ -3.96% (-$26.3K) YoY +361.94% (+$498.0K)
(IEFAcusip46432F842)	8.3K	QoQ -20.82% (-2.2K) YoY NEW(+8.3K)	All Managers (Combined)	$627.8K	0.0% ($627.8K/$2.4B)	QoQ -14.77% (-$108.9K) YoY NEW(+$627.8K)
ORACLE CORP(ORCLcusip68389X105)	4.5K	QoQ -4.22% (-198) YoY -29.22% (-1.9K)	All Managers (Combined)	$626.9K	0.0% ($626.9K/$2.4B)	QoQ -19.64% (-$153.3K) YoY -21.23% (-$169.0K)
(BNDcusip921937835)	8.2K	QoQ +34.70% (+2.1K) YoY +148.65% (+4.9K)	All Managers (Combined)	$604.3K	0.0% ($604.3K/$2.4B)	QoQ +37.59% (+$165.1K) YoY +151.47% (+$364.0K)
(FNDXcusip808524771)	25.4K	QoQ 0.00% (-0) YoY NEW(+25.4K)	All Managers (Combined)	$598.9K	0.0% ($598.9K/$2.4B)	QoQ -0.29% (-$1.8K) YoY NEW(+$598.9K)
UNION PACIFIC CORP(UNPcusip907818108)	2.5K	QoQ +0.20% (+5) YoY -0.04% (-1)	All Managers (Combined)	$580.4K	0.0% ($580.4K/$2.4B)	QoQ +3.80% (+$21.3K) YoY -3.97% (-$24.1K)