Sand Hill Global Advisors, LLC Portfolio Holdings

Sand Hill Global Advisors, LLC

  • $2.35 Billion
  • Q4 2024

Sand Hill Global Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.35 Billion distributed in 188 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 $262M, Spdr S&P 500 ETF Trust with a value of $218M, Ishares Tr Msci Eafe ETF with a value of $206M, Vanguard Ftse Emerging Mkts Et with a value of $141M, and Ishares Russell 2000 ETF with a value of $140M.

Examining the 13F form we can see an decrease of $19.9M in the current position value, from $2.37B to 2.35B.

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 $2.35 Billion
ETFs: $1.85 Billion
Technology: $168 Million
Communication Services: $65.5 Million
Financial Services: $57.5 Million
Healthcare: $55.9 Million
Consumer Cyclical: $55.4 Million
Industrials: $37 Million
Consumer Defensive: $19.1 Million
Other: $38.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$262 Million 11.17% of portfolio
486,952
Q4 2024 Reduced 6.99%
$0
$218 Million 9.28% of portfolio
372,011
Q4 2024 Reduced 5.18%
$0
$206 Million 8.78% of portfolio
2,729,642
Q4 2024 Added 0.11%
$0
$141 Million 6.0% of portfolio
3,199,964
Q4 2024 Added 5.91%
$0
$140 Million 5.96% of portfolio
633,928
Q4 2024 Reduced 0.18%
$0
$137 Million 5.83% of portfolio
2,199,537
Q4 2024 Added 0.35%
$0
$115 Million 4.88% of portfolio
1,663,681
Q4 2024 Added 0.56%
$0
$74.5 Million 3.17% of portfolio
836,245
Q4 2024 Added 1.62%
$0
$72.6 Million 3.09% of portfolio
414,311
Q4 2024 New
$0
$64 Million 2.72% of portfolio
660,319
Q4 2024 Added 9.31%
$0
$59.5 Million 2.53% of portfolio
101,150
Q4 2024 Added 0.35%
$0
$47.7 Million 2.03% of portfolio
527,443
Q4 2024 Reduced 1.17%
$349B
$35.9 Million 1.53% of portfolio
267,026
Q4 2024 Reduced 6.45%
$0
$35.8 Million 1.52% of portfolio
1,558,773
Q4 2024 Reduced 16.07%
$3.95T
$35.7 Million 1.52% of portfolio
142,539
Q4 2024 Reduced 0.05%
$3.1T
$27.4 Million 1.17% of portfolio
64,960
Q4 2024 Reduced 1.71%
$2.27T
$23.1 Million 0.98% of portfolio
105,138
Q4 2024 Reduced 3.06%
$0
$21.9 Million 0.93% of portfolio
396,090
Q4 2024 Reduced 0.57%
$0
$21.7 Million 0.92% of portfolio
168,668
Q4 2024 Added 5.63%
$1.56T
$20.8 Million 0.89% of portfolio
35,254
Q4 2024 Reduced 1.95%
$783B
$20.5 Million 0.87% of portfolio
85,676
Q4 2024 Reduced 2.69%
$573B
$16.2 Million 0.69% of portfolio
51,258
Q4 2024 Reduced 18.59%
$0
$15.8 Million 0.67% of portfolio
329,818
Q4 2024 Added 8.55%
$0
$15.3 Million 0.65% of portfolio
303,882
Q4 2024 Reduced 10.61%
$0
$14.3 Million 0.61% of portfolio
153,288
Q4 2024 Reduced 6.16%
$0
$13.7 Million 0.58% of portfolio
128,687
Q4 2024 Added 4.75%
$318B
$13 Million 0.56% of portfolio
39,004
Q4 2024 Reduced 2.96%
$0
$12.9 Million 0.55% of portfolio
305,678
Q4 2024 Added 2.32%
$0
$12.5 Million 0.53% of portfolio
214,246
Q4 2024 Added 3.93%
$0
$11.5 Million 0.49% of portfolio
231,837
Q4 2024 Reduced 20.24%
$0
$11.6 Million 0.49% of portfolio
230,745
Q4 2024 Reduced 21.32%
$143B
$10.8 Million 0.46% of portfolio
89,441
Q4 2024 Reduced 3.4%
$32.1B
$10.3 Million 0.44% of portfolio
48,820
Q2 2024 New
$20.9B
$10.1 Million 0.43% of portfolio
123,610
Q4 2024 Added 11.23%
$89.3B
$10.2 Million 0.43% of portfolio
16,068
Q4 2024 Reduced 3.89%
$0
$8.92 Million 0.38% of portfolio
117,156
Q4 2024 Added 6.26%
$0
$9.02 Million 0.38% of portfolio
37,532
Q4 2024 Reduced 1.94%
$311B
$8.82 Million 0.38% of portfolio
60,905
Q4 2024 Reduced 1.76%
$89.3B
$8.99 Million 0.38% of portfolio
38,726
Q4 2024 Reduced 2.51%
$72.4B
$8.76 Million 0.37% of portfolio
52,212
Q4 2024 Reduced 0.19%
$396B
$8.72 Million 0.37% of portfolio
52,036
Q4 2024 Reduced 0.13%
$146B
$8.47 Million 0.36% of portfolio
23,534
Q4 2024 Reduced 1.72%
$211B
$8.26 Million 0.35% of portfolio
18,582
Q4 2024 Reduced 2.48%
$1.12T
$8.08 Million 0.34% of portfolio
20,018
Q4 2024 Reduced 6.59%
$142B
$8.03 Million 0.34% of portfolio
35,534
Q4 2024 Reduced 3.17%
$0
$7.87 Million 0.33% of portfolio
152,137
Q4 2024 Reduced 6.21%
$76.2B
$7.85 Million 0.33% of portfolio
33,499
Q4 2024 Reduced 3.62%
$59.5B
$7.77 Million 0.33% of portfolio
42,709
Q4 2024 Added 96.8%
$417B
$7.55 Million 0.32% of portfolio
52,193
Q4 2024 Reduced 7.3%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $2.35 Billion
  • Prior Value $2.37 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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