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 8 of 10

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BILL Holdings, Inc.

BILL|090043100

Shares:12.6K

Value:$578.6K

% of Portfolio:0.0% ($578.6K/$2.4B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.1K

Value:$560.2K

% of Portfolio:0.0% ($560.2K/$2.4B)

464287598

IWD|464287598

Shares:2.7K

Value:$516.1K

% of Portfolio:0.0% ($516.1K/$2.4B)

46429B267

Shares:21.2K

Value:$487.4K

% of Portfolio:0.0% ($487.4K/$2.4B)

PEPSICO INC

PEP|713448108

Shares:3.2K

Value:$487.2K

% of Portfolio:0.0% ($487.2K/$2.4B)

RTX Corp

RTX|75513E101

Shares:3.6K

Value:$475.3K

% of Portfolio:0.0% ($475.3K/$2.4B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:5.7K

Value:$450.0K

% of Portfolio:0.0% ($450.0K/$2.4B)

3M CO

MMM|88579Y101

Shares:3.1K

Value:$448.4K

% of Portfolio:0.0% ($448.4K/$2.4B)

25434V609

Shares:8.7K

Value:$445.5K

% of Portfolio:0.0% ($445.5K/$2.4B)

78468R853

Shares:10.9K

Value:$445.3K

% of Portfolio:0.0% ($445.3K/$2.4B)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:4.6K

Value:$436.4K

% of Portfolio:0.0% ($436.4K/$2.4B)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.7K

Value:$418.5K

% of Portfolio:0.0% ($418.5K/$2.4B)

Coursera, Inc.

COUR|22266M104

Shares:62.0K

Value:$412.8K

% of Portfolio:0.0% ($412.8K/$2.4B)

464287879

Shares:4.2K

Value:$407.7K

% of Portfolio:0.0% ($407.7K/$2.4B)

464285204

Shares:6.6K

Value:$388.6K

% of Portfolio:0.0% ($388.6K/$2.4B)

67092P805

Shares:12.0K

Value:$381.2K

% of Portfolio:0.0% ($381.2K/$2.4B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.8K

Value:$368.9K

% of Portfolio:0.0% ($368.9K/$2.4B)

LINDE PLC

LIN|G54950103

Shares:774

Value:$360.4K

% of Portfolio:0.0% ($360.4K/$2.4B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.0K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$2.4B)

464288273

Shares:5.6K

Value:$357.2K

% of Portfolio:0.0% ($357.2K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BILL Holdings, Inc.(BILLcusip090043100)	12.6K	QoQ 0.00% (-0) YoY NEW(+12.6K)	All Managers (Combined)	$578.6K	0.0% ($578.6K/$2.4B)	QoQ -45.82% (-$489.4K) YoY NEW(+$578.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.1K	QoQ -0.62% (-13) YoY +73.64% (+883)	All Managers (Combined)	$560.2K	0.0% ($560.2K/$2.4B)	QoQ -9.90% (-$61.6K) YoY +105.18% (+$287.2K)
(IWDcusip464287598)	2.7K	QoQ -1.86% (-52) YoY +1.36% (+37)	All Managers (Combined)	$516.1K	0.0% ($516.1K/$2.4B)	QoQ -0.25% (-$1.3K) YoY +6.48% (+$31.5K)
(cusip46429B267)✕	21.2K	QoQ -98.63% (-1.5M) YoY -98.31% (-1.2M)	All Managers (Combined)	$487.4K	0.0% ($487.4K/$2.4B)	QoQ -98.63% (-$35.3M) YoY -98.30% (-$28.2M)
PEPSICO INC(PEPcusip713448108)	3.2K	QoQ +10.39% (+306) YoY -10.34% (-375)	All Managers (Combined)	$487.2K	0.0% ($487.2K/$2.4B)	QoQ +8.85% (+$39.6K) YoY -23.19% (-$147.1K)
RTX Corp(RTXcusip75513E101)	3.6K	QoQ +13.36% (+423) YoY -2.20% (-81)	All Managers (Combined)	$475.3K	0.0% ($475.3K/$2.4B)	QoQ +29.76% (+$109.0K) YoY +32.81% (-$117.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	5.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$450.0K	0.0% ($450.0K/$2.4B)	QoQ +5.76% (+$24.5K) YoY +8.21% (+$34.1K)
3M CO(MMMcusip88579Y101)	3.1K	QoQ +7.01% (+200) YoY +5.42% (+157)	All Managers (Combined)	$448.4K	0.0% ($448.4K/$2.4B)	QoQ +21.74% (+$80.1K) YoY +45.96% (+$141.2K)
(cusip25434V609)✕	8.7K	QoQ 0.00% (-0) YoY -8.44% (-798)	All Managers (Combined)	$445.5K	0.0% ($445.5K/$2.4B)	QoQ -7.49% (-$36.1K) YoY -13.38% (-$68.9K)
(cusip78468R853)✕	10.9K	QoQ 0.00% (-0) YoY -11.84% (-1.5K)	All Managers (Combined)	$445.3K	0.0% ($445.3K/$2.4B)	QoQ -9.26% (-$45.4K) YoY -16.51% (-$88.1K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	4.6K	QoQ -2.82% (-133) YoY NEW(+4.6K)	All Managers (Combined)	$436.4K	0.0% ($436.4K/$2.4B)	QoQ -4.37% (-$19.9K) YoY NEW(+$436.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.7K	QoQ +21.56% (+827) YoY +37.56% (-1.3K)	All Managers (Combined)	$418.5K	0.0% ($418.5K/$2.4B)	QoQ +9.68% (+$37.0K) YoY -6.43% (-$28.8K)
Coursera, Inc.(COURcusip22266M104)	62.0K	QoQ NEW(+62.0K) YoY NEW(+62.0K)	All Managers (Combined)	$412.8K	0.0% ($412.8K/$2.4B)	QoQ NEW(+$412.8K) YoY NEW(+$412.8K)
(cusip464287879)✕	4.2K	QoQ -26.24% (-1.5K) YoY NEW(+4.2K)	All Managers (Combined)	$407.7K	0.0% ($407.7K/$2.4B)	QoQ -33.80% (-$208.2K) YoY NEW(+$407.7K)
(cusip464285204)✕	6.6K	QoQ -17.14% (-1.4K) YoY NEW(+6.6K)	All Managers (Combined)	$388.6K	0.0% ($388.6K/$2.4B)	QoQ -1.33% (-$5.2K) YoY NEW(+$388.6K)
(cusip67092P805)✕	12.0K	QoQ -6.83% (-878) YoY 0.00% (+0)	All Managers (Combined)	$381.2K	0.0% ($381.2K/$2.4B)	QoQ -1.28% (-$5.0K) YoY +2.51% (+$9.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.8K	QoQ -0.48% (-9) YoY NEW(+1.8K)	All Managers (Combined)	$368.9K	0.0% ($368.9K/$2.4B)	QoQ +19.41% (-$60.0K) YoY NEW(+$368.9K)
LINDE PLC(LINcusipG54950103)	774	QoQ -5.72% (-47) YoY -10.00% (-86)	All Managers (Combined)	$360.4K	0.0% ($360.4K/$2.4B)	QoQ +4.85% (-$16.7K) YoY -9.74% (-$38.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.0K	QoQ -19.57% (-1.2K) YoY -25.76% (-1.7K)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$2.4B)	QoQ -17.80% (-$77.5K) YoY -8.05% (-$31.4K)
(cusip464288273)✕	5.6K	QoQ 0.00% (+0) YoY NEW(+5.6K)	All Managers (Combined)	$357.2K	0.0% ($357.2K/$2.4B)	QoQ +4.57% (+$15.6K) YoY NEW(+$357.2K)