Sand Hill Global Advisors, LLC

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CIK 1009209

13F portfolio (2026-Q1)

$3.0B

Positions

204

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

204

Top 5

38.9%

Top 10

60.1%

Effective N

21.7

HHI

0.046

This quarter

16 new · 0 exit →

By sector

Unclassified82.1%

Information Technology5.5%

Financials2.5%

Consumer Discretionary2.2%

Communication Services2.2%

Industrials2.0%

Health Care1.1%

Materials0.8%

Other1.6%

By market cap

Unknown82.2%

Mega (>$200B)10.9%

Large ($10–200B)6.9%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other82.1%

North America17.8%

Asia-Pacific0.0%

Latin America0.0%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	82.46%	91
Software & IT Services	1.95%	5
Software	1.90%	11
Specialty Retail	1.76%	9
Semiconductors & Semiconductor Equipment	1.75%	6
Technology Hardware & Equipment	1.71%	6
Commercial Services & Supplies	1.06%	9
Pharmaceuticals & Biotechnology	0.86%	9
Banks	0.74%	6
Capital Markets	0.71%	7
Machinery	0.69%	4
Utilities	0.67%	5
Chemicals	0.57%	4
Oil, Gas & Consumable Fuels	0.52%	3
Aerospace & Defense	0.28%	3
Health Care Equipment & Supplies	0.27%	2
Construction & Engineering	0.24%	2
Automobiles & Components	0.23%	1
Hotels, Restaurants & Leisure	0.22%	3
Insurance	0.22%	3
Entertainment	0.20%	1
Equity Real Estate Investment Trusts (REITs)	0.19%	2
Transportation Infrastructure	0.19%	1
Metals & Mining	0.18%	1
Media & Entertainment	0.16%	1
Real Estate Management & Development	0.12%	1
Beverages	0.04%	2
Electrical Equipment & Components	0.03%	2
Road & Rail	0.02%	1
Industrial Conglomerates	0.01%	1
Media & Publishing	0.01%	1
Tobacco	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	10.57%
2	EFA	ISHARES TR	Unclassified	9.87%
3	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	7.27%
4	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	5.87%
5	IJH	ISHARES TR	Unclassified	5.34%
6	VNQ	VANGUARD INDEX FDS	Unclassified	5.20%
7	SPYM	SPDR SERIES TRUST	Unclassified	4.75%
8	IWM	ISHARES TR	Unclassified	4.71%
9	BOND	PIMCO ETF TR	Unclassified	3.31%
10	VBK	VANGUARD INDEX FDS	Unclassified	3.20%

114/204 names classified · sector 17.9% of weight · industry 17.5% · mkt cap 17.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, NVDA, GE, IBM · other

FinancialsV, JPM, CME, SCHW, WFC · other

Communication ServicesMETA, GOOGL, DIS, T, DJCO · other

IndustrialsUPS, MMM, WM, CAT, PNR · other

Consumer DiscretionaryAMZN, CAH, TGT, COST, SBUX · other

Health CareJNJ, ABT, PFE, GILD, SYK · other

MaterialsPG, ECL, NKE, LYB, BHP · other

EnergyCVX, XOM, SLB, COP, VLO

Consumer StaplesHSY, MDLZ, KO, CVS, CPB · other

Real EstateAMT, WY, PLD, ARE, CBRE · other

UtilitiesLNG, AEP, SO, DUK, ETR · other

UnclassifiedSPY, EFA, VOO, IWF, ICSH · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 17.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 17% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (104 classified)Sand Hill Global Advisors, LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryCommunication ServicesFinancialsIndustrialsHealth CareMaterialsUtilitiesEnergyReal EstateConsumer Staples

Style box summary for Sand Hill Global Advisors, LLC: centroid Large Growth. Heaviest cells: Large Growth 10.9%, Large Core 2.9%, Large Value 1.7%.

Classified: 17.3% of book weight (104/204 names) · unclassified 82.7%: VOO, EFA, SPY, VWO, IJH, VNQ, SPYM, IWM, BOND, VBK +90 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 204 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	525,971	$314M	10.6%	ADD 8%
2	EFAISHARES TR	3,020,430	$293M	9.9%	ADD 4%
3	SPYSTATE STR SPDR S&P 500 ETF T	332,226	$216M	7.3%	HOLD
4	VWOVANGUARD INTL EQUITY INDEX F	3,228,121	$174M	5.9%	ADD 3%
5	IJHISHARES TR	2,349,194	$159M	5.3%	ADD 3%
6	VNQVANGUARD INDEX FDS	1,741,408	$154M	5.2%	ADD 5%
7	SPYMSPDR SERIES TRUST	1,843,291	$141M	4.7%	ADD 14%
8	IWMISHARES TR	563,866	$140M	4.7%	HOLD
9	BONDPIMCO ETF TR	1,065,087	$98M	3.3%	ADD 71%
10	VBKVANGUARD INDEX FDS	314,286	$95M	3.2%	ADD 3%
11	ACWXISHARES TR	1,290,721	$88M	3.0%	ADD 956%
12	VGITVANGUARD SCOTTSDALE FDS	1,271,182	$76M	2.5%	ADD 5%
13	QQQINVESCO QQQ TR	124,414	$72M	2.4%	ADD 3%
14	AGGISHARES TR	660,811	$66M	2.2%	TRIM −6%
15	IVVISHARES TR	72,845	$48M	1.6%	TRIM −3%
16	AAPLAPPLE INC	164,127	$42M	1.4%	ADD 14%
17	NVDANVIDIA CORPORATION	208,628	$36M	1.2%	HOLD
18	GOOGLALPHABET INC	101,278	$29M	1.0%	TRIM −8%
19	MSFTMICROSOFT CORP	76,135	$28M	0.9%	ADD 15%
20	AMZNAMAZON COM INC	127,496	$27M	0.9%	HOLD
21	ESGUISHARES TR	157,309	$22M	0.7%	HOLD
22	ESMLISHARES TR	472,402	$22M	0.7%	HOLD
23	VEAVANGUARD TAX-MANAGED FDS	321,897	$21M	0.7%	HOLD
24	METAMETA PLATFORMS INC	33,941	$19M	0.7%	HOLD
25	JPMJPMORGAN CHASE & CO	65,673	$19M	0.6%	TRIM −15%
26	IYRISHARES TR	185,028	$17M	0.6%	HOLD
27	ICSHISHARES TR	326,082	$17M	0.6%	TRIM −2%
28	VVISA INC	48,475	$15M	0.5%	HOLD
29	JPSTJ P MORGAN EXCHANGE TRADED F	287,134	$15M	0.5%	TRIM −3%
30	PULSPGIM ETF TR	289,424	$14M	0.5%	TRIM −3%
31	PHPARKER-HANNIFIN CORP	15,138	$14M	0.5%	TRIM −2%
32	TJXTJX COS INC NEW	84,462	$13M	0.5%	HOLD
33	CVXCHEVRON CORP NEW	61,484	$13M	0.4%	TRIM −2%
34	ESGDISHARES TR	131,592	$13M	0.4%	HOLD
35	BRK.ABERKSHIRE HATHAWAY INC DEL	17	$12M	0.4%	TRIM −6%
36	AVGOBROADCOM INC	39,103	$12M	0.4%	ADD 7%
37	JNJJOHNSON & JOHNSON	49,043	$12M	0.4%	HOLD
38	BSVVANGUARD BD INDEX FDS	139,622	$11M	0.4%	HOLD
39	CMECME GROUP INC	36,693	$11M	0.4%	HOLD
40	EAGGISHARES TR	209,264	$10M	0.3%	ADD 13%
41	BRK.BBERKSHIRE HATHAWAY INC DEL	20,305	$10M	0.3%	ADD 7%
42	VBVANGUARD INDEX FDS	35,399	$9M	0.3%	HOLD
43	BLKBLACKROCK INC	9,150	$9M	0.3%	HOLD
44	ECLECOLAB INC	31,807	$8M	0.3%	HOLD
45	PGPROCTER AND GAMBLE CO	55,350	$8M	0.3%	ADD 4%
46	AEPAMERICAN ELEC PWR CO INC	60,698	$8M	0.3%	HOLD
47	LLYELI LILLY & CO	8,593	$8M	0.3%	ADD 2%
48	HONHONEYWELL INTL INC	33,403	$8M	0.3%	HOLD
49	SYKSTRYKER CORPORATION	22,879	$8M	0.3%	HOLD
50	WMWASTE MGMT INC DEL	31,904	$7M	0.2%	HOLD
51	MDYSPDR S&P MIDCAP 400 ETF TR	11,886	$7M	0.2%	HOLD
52	ADSKAUTODESK INC	30,401	$7M	0.2%	ADD 3%
53	NEARISHARES U S ETF TR	141,314	$7M	0.2%	HOLD
54	PANWPALO ALTO NETWORKS INC	42,920	$7M	0.2%	ADD 2%
55	TSLATESLA INC	18,196	$7M	0.2%	HOLD
56	EEMISHARES TR	118,701	$7M	0.2%	HOLD
57	PWRQUANTA SVCS INC	12,272	$7M	0.2%	HOLD
58	DASHDOORDASH INC	44,386	$7M	0.2%	HOLD
59	VTIVANGUARD INDEX FDS	20,648	$7M	0.2%	HOLD
60	LNGCheniere Energy, Inc	22,615	$6M	0.2%	HOLD
61	VCSHVANGUARD SCOTTSDALE FDS	76,186	$6M	0.2%	HOLD
62	ETNEATON CORP PLC	16,776	$6M	0.2%	ADD 3%
63	DISDISNEY WALT CO	61,647	$6M	0.2%	HOLD
64	ACWIISHARES TR	42,046	$6M	0.2%	HOLD
65	WYNNWYNN RESORTS LTD	57,051	$6M	0.2%	ADD 13%
66	BKNGBOOKING HOLDINGS INC	1,374	$6M	0.2%	HOLD
67	PLDPROLOGIS INC.	42,151	$6M	0.2%	HOLD
68	NEMNEWMONT CORP	50,308	$5M	0.2%	HOLD
69	CDNSCADENCE DESIGN SYSTEM INC	18,669	$5M	0.2%	NEW
70	GOOGALPHABET INC	17,881	$5M	0.2%	ADD 5%
71	CRMSALESFORCE INC	27,087	$5M	0.2%	TRIM −8%
72	ETRENTERGY CORP NEW	44,192	$5M	0.2%	HOLD
73	SCHOSCHWAB SHORT-TERM US TREASURY ETF	201,936	$5M	0.2%	HOLD
74	NFLXNETFLIX INC	50,217	$5M	0.2%	ADD 1023%
75	ESGEISHARES INC	104,434	$5M	0.2%	TRIM −4%
76	MUBISHARES TR	44,687	$5M	0.2%	TRIM −5%
77	INTUINTUIT	10,343	$4M	0.2%	TRIM −11%
78	IWBISHARES TR	12,503	$4M	0.2%	HOLD
79	SNOWSNOWFLAKE INC	29,072	$4M	0.1%	ADD 3%
80	SCHXSCHWAB U.S. LARGE-CAP ETF	160,379	$4M	0.1%	TRIM −5%
81	VGSRMANAGER DIRECTED PORTFOLIOS	396,605	$4M	0.1%	HOLD
82	DFUSDIMENSIONAL ETF TRUST	57,141	$4M	0.1%	HOLD
83	AJGGALLAGHER ARTHUR J & CO	18,682	$4M	0.1%	NEW
84	CMFISHARES TR	69,965	$4M	0.1%	TRIM −7%
85	VRSKVERISK ANALYTICS INC	20,463	$4M	0.1%	HOLD
86	TGTTARGET CORP	31,296	$4M	0.1%	ADD 7%
87	CBRECBRE GROUP INC	27,020	$4M	0.1%	NEW
88	COSTCOSTCO WHSL CORP NEW	3,644	$4M	0.1%	ADD 4%
89	IWVISHARES TR	9,644	$4M	0.1%	HOLD
90	MUNIPIMCO Intermediate Muni Bd Actv - ETF	62,742	$3M	0.1%	TRIM −6%
91	SCHFSCHWAB STRATEGIC TR	122,753	$3M	0.1%	TRIM −3%
92	VRTXVERTEX PHARMACEUTICALS INC	6,369	$3M	0.1%	ADD 23%
93	QQMGINVESCO EXCH TRADED FD TR II	71,636	$3M	0.1%	HOLD
94	IWOISHARES TR	8,984	$3M	0.1%	HOLD
95	HDHOME DEPOT INC	8,269	$3M	0.1%	ADD 30%
96	VOVANGUARD INDEX FDS	8,950	$3M	0.1%	ADD 5%
97	XOMEXXON MOBIL CORP	14,892	$3M	0.1%	TRIM −5%
98	VVVANGUARD INDEX FDS	7,715	$2M	0.1%	HOLD
99	AMATAPPLIED MATLS INC	6,162	$2M	0.1%	TRIM −8%
100	VEUVANGUARD INTL EQUITY INDEX F	22,506	$2M	0.1%	HOLD
101	VIGVANGUARD SPECIALIZED FUNDS	7,715	$2M	0.1%	HOLD
102	PGRPROGRESSIVE CORP	7,977	$2M	0.1%	HOLD
103	XLVSELECT SECTOR SPDR TR	10,649	$2M	0.1%	TRIM −13%
104	ABBVABBVIE INC	6,993	$2M	0.1%	TRIM −3%
105	XLKSELECT SECTOR SPDR TR	11,423	$2M	0.1%	HOLD
106	LDURPIMCO ETF TR	13,845	$1M	0.0%	TRIM −2%
107	JMUBJPMORGAN MUNICIPAL ETF	22,700	$1M	0.0%	TRIM −11%
108	IWFISHARES TR	2,630	$1M	0.0%	HOLD
109	VGSHVANGUARD SHORT-TERM TREASURY ETF	19,028	$1M	0.0%	ADD 4%
110	OEFISHARES TR	3,494	$1M	0.0%	HOLD
111	GLDSPDR GOLD TR	2,537	$1M	0.0%	HOLD
112	DFACDIMENSIONAL ETF TRUST	25,882	$1M	0.0%	HOLD
113	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,949	$996,729	0.0%	ADD 143%
114	VTECVANGUARD CALIF TAX FREE FDS	9,489	$940,170	0.0%	HOLD
115	CSCOCISCO SYS INC	11,992	$930,459	0.0%	TRIM −6%
116	SCHCSCHWAB STRATEGIC TR	19,894	$929,846	0.0%	HOLD
117	PLTRPALANTIR TECHNOLOGIES INC	6,200	$906,936	0.0%	HOLD
118	ACNACCENTURE PLC IRELAND	4,442	$880,804	0.0%	TRIM −71%
119	TOVEA SERIES TRUST	32,064	$876,479	0.0%	HOLD
120	AFLAFLAC INC	7,779	$853,434	0.0%	ADD 5%
121	NUNU HLDGS LTD	58,397	$839,165	0.0%	HOLD
122	LOWLOWES COS INC	3,478	$821,817	0.0%	ADD 5%
123	SCHESCHWAB STRATEGIC TR	23,792	$783,946	0.0%	HOLD
124	IEFAISHARES TR	8,170	$739,638	0.0%	ADD 22%
125	MAMASTERCARD INCORPORATED	1,469	$734,172	0.0%	ADD 5%
126	BMOBANK MONTREAL MEDIUM	5,411	$732,325	0.0%	ADD 16%
127	KOCOCA COLA CO	9,619	$731,493	0.0%	ADD 48%
128	FNDXSCHWAB STRATEGIC TR	25,367	$706,473	0.0%	TRIM −30%
129	IBMINTERNATIONAL BUSINESS MACHS	2,821	$683,833	0.0%	ADD 3%
130	ABTABBOTT LABS	6,362	$653,182	0.0%	TRIM −89%
131	MCDMCDONALDS CORP	2,091	$649,862	0.0%	ADD 6%
132	CATCATERPILLAR INC	893	$632,655	0.0%	ADD 12%
133	CPNGCOUPANG INC	33,107	$625,060	0.0%	HOLD
134	RTXRTX CORPORATION	3,136	$604,934	0.0%	TRIM −2%
135	BNDVANGUARD BD INDEX FDS	7,924	$583,511	0.0%	ADD 7%
136	IAUISHARES GOLD TR	6,560	$578,330	0.0%	HOLD
137	ORCLORACLE CORP	3,892	$572,510	0.0%	ADD 7%
138	SCHWSCHWAB CHARLES CORP	6,045	$568,109	0.0%	ADD 3%
139	IWDISHARES TR	2,614	$558,633	0.0%	ADD 4%
140	UNPUNION PAC CORP	2,250	$545,895	0.0%	ADD 2%
141	ISRGINTUITIVE SURGICAL INC	1,144	$527,373	0.0%	ADD 8%
142	DFATDIMENSIONAL ETF TRUST	8,128	$507,594	0.0%	HOLD
143	CGMUCAPITAL GRP FIXED INCM ETF T	18,054	$490,166	0.0%	TRIM −11%
144	PEPPEPSICO INC	3,155	$489,940	0.0%	HOLD
145	DIASPDR DOW JONES INDL AVERAGE	1,050	$486,350	0.0%	NEW
146	ADPAUTOMATIC DATA PROCESSING IN	2,326	$472,597	0.0%	HOLD
147	DHRDANAHER CORP DEL	2,482	$470,583	0.0%	ADD 7%
148	SPSMSPDR SERIES TRUST	9,276	$448,216	0.0%	HOLD
149	SCZISHARES TR	5,623	$440,912	0.0%	HOLD
150	NUDMNUSHARES ETF TR	11,970	$432,237	0.0%	HOLD
151	GEGE AEROSPACE	1,520	$431,404	0.0%	HOLD
152	UBERUBER TECHNOLOGIES INC	5,980	$430,141	0.0%	HOLD
153	WFCWELLS FARGO CO NEW	5,347	$425,707	0.0%	HOLD
154	SUSAISHARES TR	3,038	$401,368	0.0%	HOLD
155	IEMGISHARES INC	5,595	$390,240	0.0%	ADD 55%
156	MMM3M CO	2,678	$388,926	0.0%	HOLD
157	NYTNEW YORK TIMES CO	4,417	$369,835	0.0%	HOLD
158	LINLINDE PLC	744	$368,845	0.0%	ADD 6%
159	GSGOLDMAN SACHS GROUP INC	433	$366,314	0.0%	ADD 6%
160	BUFRFIRST TR EXCHNG TRADED FD VI	10,061	$339,760	0.0%	HOLD
161	AXPAMERICAN EXPRESS CO	1,094	$330,913	0.0%	ADD 12%
162	WMTWALMART INC	2,660	$330,585	0.0%	NEW
163	VGTVANGUARD WORLD FD	469	$327,231	0.0%	TRIM −4%
164	PMPHILIP MORRIS INTL INC	1,958	$323,653	0.0%	ADD 6%
165	SPGIS&P GLOBAL INC	753	$320,281	0.0%	ADD 16%
166	GEVGE VERNOVA INC	365	$318,399	0.0%	HOLD
167	QQQMINVESCO EXCH TRADED FD TR II	1,319	$313,421	0.0%	ADD 10%
168	ASMLASML HOLDING N V	228	$301,149	0.0%	NEW
169	NEENEXTERA ENERGY INC	3,193	$296,546	0.0%	ADD 2%
170	MRKMERCK & CO INC	2,449	$294,538	0.0%	ADD 6%
171	GOVTISHARES TR	12,664	$290,132	0.0%	TRIM −2%
172	IJRISHARES TR	2,322	$288,655	0.0%	HOLD
173	DVYISHARES TR	1,808	$273,749	0.0%	ADD 21%
174	FASTFASTENAL CO	5,830	$270,512	0.0%	ADD 3%
175	AMGNAMGEN INC	762	$268,110	0.0%	TRIM −8%
176	EMBISHARES TR	2,832	$266,010	0.0%	HOLD
177	TMOTHERMO FISHER SCIENTIFIC INC	541	$265,888	0.0%	ADD 6%
178	IJSISHARES TR	2,235	$264,736	0.0%	HOLD
179	BACBANK AMERICA CORP	5,421	$264,250	0.0%	ADD 23%
180	CARTMAPLEBEAR INC	6,965	$260,909	0.0%	HOLD
181	JJACOBS SOLUTIONS INC	2,002	$254,815	0.0%	TRIM −2%
182	TXNTEXAS INSTRS INC	1,303	$252,964	0.0%	ADD 6%
183	SHOPSHOPIFY INC	2,118	$251,237	0.0%	NEW
184	NOCNORTHROP GRUMMAN CORP	363	$247,653	0.0%	NEW
185	FNDASCHWAB STRATEGIC TR	7,559	$245,123	0.0%	TRIM −6%
186	COPCONOCOPHILLIPS	1,813	$239,287	0.0%	NEW
187	VXUSVANGUARD STAR FDS	3,057	$235,736	0.0%	HOLD
188	MSMORGAN STANLEY	1,415	$232,867	0.0%	NEW
189	SBUXSTARBUCKS CORP	2,594	$232,411	0.0%	TRIM −5%
190	COURCOURSERA INC	39,697	$231,037	0.0%	HOLD
191	FEXFirst Tr Large Cap Core AlphaDex Fd ETF	1,821	$222,030	0.0%	TRIM −7%
192	KKRKKR & CO INC	2,381	$220,243	0.0%	HOLD
193	IATISHARES TR	4,090	$220,206	0.0%	HOLD
194	OREALTY INCOME CORP	3,591	$219,697	0.0%	NEW
195	APHAMPHENOL CORP	1,702	$215,048	0.0%	NEW
196	DUKDUKE ENERGY CORP NEW	1,609	$210,660	0.0%	NEW
197	HOLXHOLOGIC INC	2,745	$207,495	0.0%	HOLD
198	APOAPOLLO GLOBAL MGMT INC	1,859	$207,175	0.0%	TRIM −6%
199	MCOMOODYS CORP	471	$205,474	0.0%	ADD 15%
200	HTGCHERCULES CAPITAL INC	13,832	$204,299	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

487K

502K

531K

498K

485K

526K

$314M

EFAISHARES TR

2.7M

2.8M

2.9M

3.0M

$293M

SPYSTATE STR SPDR S&P 500 ETF T

372K

366K

364K

349K

335K

332K

$216M

VWOVANGUARD INTL EQUITY INDEX F

3.2M

3.3M

3.2M

3.1M

3.2M

$174M

IJHISHARES TR

2.2M

2.3M

$159M

VNQVANGUARD INDEX FDS

836K

844K

857K

1.6M

1.7M

$154M

SPYMSPDR SERIES TRUST

1.7M

1.6M

1.8M

$141M

IWMISHARES TR

634K

644K

609K

583K

563K

564K

$140M

BONDPIMCO ETF TR

527K

509K

531K

532K

624K

1.1M

$98M

VBKVANGUARD INDEX FDS

307K

306K

314K

$95M

ACWXISHARES TR

115K

117K

122K

1.3M

$88M

VGITVANGUARD SCOTTSDALE FDS

59K

1.1M

1.2M

1.3M

$76M

QQQINVESCO QQQ TR

136K

133K

132K

120K

124K

$72M

AGGISHARES TR

660K

632K

647K

667K

706K

661K

$66M

IVVISHARES TR

101K

100K

83K

76K

75K

73K

$48M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Sand Hill Global Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 204 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Sand Hill Global Advisors, LLC