Sand Hill Global Advisors, LLC Portfolio Holdings

Sand Hill Global Advisors, LLC

  • $2.68 Billion
  • Q2 2025

Sand Hill Global Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.68 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $302M, Ishares Tr Msci Eafe ETF with a value of $251M, Spdr S&P 500 ETF Trust with a value of $225M, Vanguard Ftse Emerging Mkts Et with a value of $157M, and Ishares Core S&P Mid Cap ETF with a value of $141M.

Examining the 13F form we can see an increase of $260M in the current position value, from $2.42B to 2.68B.

Sand Hill Global Advisors, LLC is based out at Palo Alto, CA

Below you can find more details about Sand Hill Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.68 Billion
ETFs: $2.1 Billion
Technology: $172 Million
Financial Services: $84.2 Million
Healthcare: $73.9 Million
Communication Services: $73.1 Million
Consumer Cyclical: $62.5 Million
Industrials: $41 Million
Consumer Defensive: $23.2 Million
Other: $45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$302 Million 11.27% of portfolio
531,012
Q2 2025 Added 5.76%
$0
$251 Million 9.38% of portfolio
2,810,427
Q2 2025 Reduced 0.55%
$0
$225 Million 8.41% of portfolio
364,378
Q2 2025 Reduced 0.46%
$0
$157 Million 5.88% of portfolio
3,182,811
Q2 2025 Reduced 2.29%
$0
$141 Million 5.26% of portfolio
2,268,824
Q2 2025 Added 0.67%
$0
$131 Million 4.91% of portfolio
609,174
Q2 2025 Reduced 5.4%
$0
$124 Million 4.63% of portfolio
1,704,384
Q2 2025 Reduced 0.31%
$0
$85.1 Million 3.18% of portfolio
307,165
Q2 2025 Added 5,905.18%
$0
$76.3 Million 2.85% of portfolio
856,608
Q2 2025 Added 1.45%
$0
$73.6 Million 2.75% of portfolio
133,381
Q2 2025 Reduced 1.67%
$0
$66.4 Million 2.48% of portfolio
1,110,253
Q2 2025 Added 3.24%
$0
$64.2 Million 2.4% of portfolio
647,256
Q2 2025 Added 2.37%
$0
$51.8 Million 1.93% of portfolio
83,408
Q2 2025 Reduced 16.8%
$0
$50.5 Million 1.89% of portfolio
995,869
Q2 2025 Added 157.23%
$0
$48.9 Million 1.83% of portfolio
531,018
Q2 2025 Added 4.4%
$456B
$38.3 Million 1.43% of portfolio
242,148
Q2 2025 Added 1.35%
$3.69T
$30.1 Million 1.12% of portfolio
146,724
Q2 2025 Added 1.11%
$2.26T
$27.9 Million 1.04% of portfolio
127,244
Q2 2025 Added 1.44%
$1.78T
$25.5 Million 0.95% of portfolio
34,616
Q2 2025 Added 0.12%
$859B
$24.5 Million 0.92% of portfolio
84,667
Q2 2025 Added 0.66%
$0
$22.9 Million 0.86% of portfolio
169,381
Q2 2025 Reduced 1.26%
$1.21T
$20.6 Million 0.77% of portfolio
116,913
Q2 2025 Added 3.17%
$0
$18.9 Million 0.71% of portfolio
331,651
Q2 2025 Added 2.38%
$551B
$18.4 Million 0.69% of portfolio
51,766
Q2 2025 Added 1.57%
$38.7B
$15.2 Million 0.57% of portfolio
52,869
Q1 2025 Added 8.29%
$6.83B
$14.7 Million 0.55% of portfolio
240,301
Q1 2025 Added 281.35%
$0
$13.8 Million 0.52% of portfolio
145,928
Q2 2025 Reduced 0.04%
$423B
$13.8 Million 0.52% of portfolio
19
Q1 2025 New
$94.6B
$12.9 Million 0.48% of portfolio
52,218
Q2 2025 Added 0.01%
$0
$12.6 Million 0.47% of portfolio
304,235
Q2 2025 Reduced 3.22%
$155B
$11.2 Million 0.42% of portfolio
90,570
Q2 2025 Added 0.77%
$96.6B
$11.2 Million 0.42% of portfolio
16,039
Q2 2025 Added 0.37%
$0
$10.9 Million 0.41% of portfolio
122,342
Q2 2025 Added 1.62%
$0
$10.8 Million 0.4% of portfolio
136,734
Q2 2025 New
$99.2B
$10.8 Million 0.4% of portfolio
39,055
Q2 2025 Added 1.54%
$127B
$10.2 Million 0.38% of portfolio
37,157
Q2 2025 Reduced 0.82%
$17.6B
$9.64 Million 0.36% of portfolio
123,610
Q4 2024 Added 11.23%
$142B
$9.45 Million 0.35% of portfolio
23,888
Q2 2025 Added 1.83%
$302B
$9.05 Million 0.34% of portfolio
63,194
Q2 2025 Added 1.78%
$0
$8.88 Million 0.33% of portfolio
37,467
Q2 2025 Reduced 14.08%
$52.5B
$8.87 Million 0.33% of portfolio
43,335
Q2 2025 Added 2.0%
$78.8B
$8.95 Million 0.33% of portfolio
33,204
Q2 2025 Added 0.67%
$146B
$8.46 Million 0.32% of portfolio
36,335
Q2 2025 Added 2.05%
$0
$8.57 Million 0.32% of portfolio
172,135
Q2 2025 Reduced 44.8%
$0
$8.65 Million 0.32% of portfolio
170,629
Q2 2025 Reduced 44.82%
$368B
$8.66 Million 0.32% of portfolio
54,346
Q2 2025 Added 2.87%
$217B
$8.39 Million 0.31% of portfolio
1,450
Q2 2025 Added 0.21%
$232B
$8.22 Million 0.31% of portfolio
30,160
Q2 2025 Added 1.55%
$229B
$8.31 Million 0.31% of portfolio
61,125
Q2 2025 Reduced 0.77%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $2.68 Billion
  • Prior Value $2.42 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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