Sandy Spring Bank

Investment Portfolio & 13F Holdings Analysis

About

Sandy Spring Bank is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1934 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 1,934
Total Value: 2378005010
Accession Number: 0001104659-25-047269
Form Type: 13F-HR
CIK: 0001457833
Manager Name: Sandy Spring Bank

Data Enrichment

80% identified

1,548 identified386 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,934 positions • $2,378,005.01K total value

1,934 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287507

IJH|464287507

2482907(+1.3%)

Value:

$144.9B(-5.2%)

464287200

IVV|464287200

241147(+1.8%)

Value:

$135.5B(-2.8%)

Apple Inc.

AAPL|037833100

468063(-2.4%)

Value:

$104.0B(-13.4%)

NVIDIA CORP

NVDA|67066G104

715491(+0.0%)

Value:

$77.5B(-19.3%)

MICROSOFT CORP

MSFT|594918104

200569(-3.6%)

Value:

$75.3B(-14.2%)

464287804

IJR|464287804

694813(+2.9%)

Value:

$72.7B(-6.6%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

106906(-2.1%)

Value:

$59.8B(-6.5%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

96940(+3.8%)

Value:

$51.6B(+21.9%)

AMAZON COM INC

AMZN|023135106

261665(+0.4%)

Value:

$49.8B(-12.9%)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

92031(-1.1%)

Value:

$49.1B(-7.4%)

46641Q332

770714(+4.9%)

Value:

$44.0B(+4.2%)

JPMORGAN CHASE & CO

JPM|46625H100

158527(-5.8%)

Value:

$38.9B(-3.6%)

46434V456

917606(+39.8%)

Value:

$36.4B(+49.5%)

464287663

IUSV|464287663

362036(-0.5%)

Value:

$33.4B(-0.8%)

Alphabet Inc.

GOOG|02079K107

204986(-1.2%)

Value:

$32.0B(-19.0%)

464287671

IUSG|464287671

231521(-0.8%)

Value:

$29.4B(-9.6%)

921943858

VEA|921943858

504215(+2.8%)

Value:

$25.6B(+9.3%)

Palo Alto Networks Inc

PANW|697435105

140183(+5.0%)

Value:

$23.9B(-1.5%)

Mastercard Inc

MA|57636Q104

43452(-3.4%)

Value:

$23.8B(+0.6%)

Meta Platforms, Inc.

META|30303M102

40928(+0.9%)

Value:

$23.6B(-0.7%)

Instrument	Shares		Other Manager	Value
(IJHcusip464287507)	2.5M	QoQ +1.26% (-31.0K) YoY +4.66% (+110.6K)	All Managers (Combined)	$144.9M	QoQ -5.17% (-$7.9M) YoY +0.54% (+$783.1K)
(IVVcusip464287200)	241.1K	QoQ +1.84% (-4.4K) YoY +9.69% (+21.3K)	All Managers (Combined)	$135.5M	QoQ -2.78% (-$3.9M) YoY +17.23% (+$19.9M)
Apple Inc.(AAPLcusip037833100)	468.1K	QoQ -2.42% (-11.6K) YoY -2.83% (-13.6K)	All Managers (Combined)	$104.0M	QoQ -13.45% (-$16.2M) YoY +25.86% (-$21.4M)
Nvidia Corp(NVDAcusip67066G104)	715.5K	QoQ +0.01% (-130) YoY +879.11% (+642.4K)	All Managers (Combined)	$77.5M	QoQ -19.27% (-$18.5M) YoY +17.44% (+$11.5M)
Microsoft Corp(MSFTcusip594918104)	200.6K	QoQ -3.62% (-7.5K) YoY -6.07% (-13.0K)	All Managers (Combined)	$75.3M	QoQ -14.17% (-$12.4M) YoY -16.19% (-$14.5M)
(IJRcusip464287804)	694.8K	QoQ +2.93% (-19.8K) YoY +8.02% (+51.6K)	All Managers (Combined)	$72.7M	QoQ -6.58% (-$5.1M) YoY +2.20% (+$1.6M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	106.9K	QoQ -2.06% (-2.3K) YoY -4.97% (-5.6K)	All Managers (Combined)	$59.8M	QoQ -6.52% (-$4.2M) YoY +1.62% (-$954.0K)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	96.9K	QoQ +3.77% (+3.5K) YoY +32.47% (+23.8K)	All Managers (Combined)	$51.6M	QoQ +21.92% (+$9.3M) YoY +67.77% (+$20.9M)
Amazon Com Inc(AMZNcusip023135106)	261.7K	QoQ +0.43% (-1.1K) YoY +3.01% (+7.7K)	All Managers (Combined)	$49.8M	QoQ -12.90% (-$7.4M) YoY +8.65% (+$4.0M)
Spdr S&P Midcap 400 Etf Trust(MDYcusip78467Y107)	92.0K	QoQ -1.10% (-1.0K) YoY -4.48% (-4.3K)	All Managers (Combined)	$49.1M	QoQ -7.37% (-$3.9M) YoY -8.42% (-$4.5M)
(cusip46641Q332)✕	770.7K	QoQ +4.87% (+35.8K) YoY +54.07% (+270.5K)	All Managers (Combined)	$44.0M	QoQ +4.16% (+$1.8M) YoY +52.15% (+$15.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	158.5K	QoQ -5.78% (-9.7K) YoY -4.84% (-8.1K)	All Managers (Combined)	$38.9M	QoQ -3.58% (-$1.4M) YoY +16.53% (-$5.5M)
(cusip46434V456)✕	917.6K	QoQ +39.81% (+261.3K) YoY +192.24% (+603.6K)	All Managers (Combined)	$36.4M	QoQ +49.49% (+$12.1M) YoY +192.46% (+$24.0M)
(IUSVcusip464287663)	362.0K	QoQ -0.46% (-1.7K) YoY -8.06% (-31.8K)	All Managers (Combined)	$33.4M	QoQ -0.78% (-$263.6K) YoY -6.18% (-$2.2M)
Alphabet Inc.(GOOGcusip02079K107)	205.0K	QoQ -1.21% (-2.5K) YoY -0.26% (-553)	All Managers (Combined)	$32.0M	QoQ -18.96% (-$7.5M) YoY +2.33% (-$729.7K)
(IUSGcusip464287671)	231.5K	QoQ -0.85% (-2.0K) YoY -16.27% (-45.0K)	All Managers (Combined)	$29.4M	QoQ -9.58% (-$3.1M) YoY -9.22% (-$3.0M)
(VEAcusip921943858)	504.2K	QoQ +2.78% (+13.7K) YoY +12.64% (+56.6K)	All Managers (Combined)	$25.6M	QoQ +9.25% (+$2.2M) YoY +14.12% (+$3.2M)
Palo Alto Networks Inc(PANWcusip697435105)	140.2K	QoQ +5.01% (-6.7K) YoY +131.76% (+79.7K)	All Managers (Combined)	$23.9M	QoQ -1.52% (-$369.4K) YoY +39.19% (+$6.7M)
Mastercard Inc(MAcusip57636Q104)	43.5K	QoQ -3.35% (-1.5K) YoY -8.69% (-4.1K)	All Managers (Combined)	$23.8M	QoQ +0.60% (-$142.9K) YoY +3.92% (-$899.2K)
Meta Platforms, Inc.(METAcusip30303M102)	40.9K	QoQ +0.90% (-367) YoY +12.33% (+4.5K)	All Managers (Combined)	$23.6M	QoQ -0.67% (-$159.4K) YoY +33.33% (+$5.9M)