Sand Hill Global Advisors, LLC Reduced Holdings in Q3 2025

Sand Hill Global Advisors, LLC

  • $2.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-681K
- 68.41%
$50.52 - $50.75 $34.4M - $34.6M
315K $16M
DHR
Danaher Corp

Healthcare
-23.8K
- 91.24%
$181.46 - $212.2 $4.32M - $5.05M
2.29K $453K
MUB
Ishares National Muni Bond ETF

ETFs
-24.9K
- 34.52%
$103.24 - $106.68 $2.57M - $2.66M
47.3K $5.04M
V
Visa Inc.

Financial Services
-3.15K
- 6.08%
$332.09 - $358.86 $1.05M - $1.13M
48.6K $16.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.49K
- 21.94%
$459.11 - $506.91 $1.6M - $1.77M
12.4K $6.24M
ACN
Accenture PLC

Technology
-1.27K
- 6.18%
$232.56 - $304.78 $295K - $387K
19.3K $4.75M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.87K
- 9.43%
$620.67 - $670.08 $4.88M - $5.27M
75.5K $50.6M
NFLX
Netflix Inc

Communication Services
-843
- 65.55%
$1147.87 - $1297.18 $968K - $1.09M
443 $531K
CRM
Salesforce, Inc.

Technology
-346
- 1.15%
$231.66 - $273.65 $80.2K - $94.7K
29.8K $7.07M
HON
Honeywell International Inc

Industrials
-1.44K
- 3.95%
$207.7 - $240.4 $298K - $345K
34.9K $7.35M
SYK
Stryker Corp

Healthcare
-595
- 2.49%
$368.57 - $403.53 $219K - $240K
23.3K $8.61M
DIS
Walt Disney CO

Communication Services
-1.73K
- 2.6%
$112.25 - $124.0 $194K - $214K
64.6K $7.4M
DASH
Door Dash, Inc.

Communication Services
-7.83K
- 14.99%
$234.5 - $272.5 $1.84M - $2.13M
44.4K $12.1M
MA
Mastercard Inc

Financial Services
-1.38K
- 51.02%
$550.18 - $598.96 $757K - $824K
1.32K $751K
IEMG
Ishares Inc

ETFs
-13.5K
- 77.93%
N/A
3.82K $205K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-27
- 1.86%
$5364.25 - $5815.92 $145K - $157K
1.42K $7.68M
META
Meta Platforms, Inc.

Communication Services
-698
- 2.02%
$695.21 - $791.73 $485K - $553K
33.9K $24.9M
UBER
Uber Technologies, Inc

Technology
-7.14K
- 54.2%
$86.91 - $99.57 $620K - $710K
6.03K $590K
AMZN
Amazon Com Inc

Consumer Cyclical
-3K
- 2.36%
$211.65 - $238.24 $635K - $715K
124K $27.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-594
- 8.11%
$366.54 - $479.53 $218K - $285K
6.73K $2.63M
CMF
Ishares California Muni Bond E

ETFs
-11.9K
- 13.28%
$55.16 - $57.13 $654K - $678K
77.5K $4.42M
TGT
Target Corp

Consumer Defensive
-2.16K
- 5.98%
$86.56 - $107.43 $187K - $232K
34K $3.05M
PG
Procter & Gamble CO

Consumer Defensive
-1.21K
- 2.22%
$150.47 - $161.22 $181K - $194K
53.1K $8.17M
CME
Cme Group Inc.

Financial Services
-944
- 2.42%
$258.83 - $287.1 $244K - $271K
38.1K $10.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-9.53K
- 29.2%
$49.09 - $50.58 $468K - $482K
23.1K $1.17M
ABT
Abbott Laboratories

Healthcare
-2.26K
- 3.7%
$120.51 - $136.62 $273K - $309K
58.9K $7.88M
WM
Waste Management Inc

Industrials
-632
- 1.91%
$213.88 - $237.1 $135K - $150K
32.5K $7.18M
LLY
Eli Lilly & CO

Healthcare
-288
- 3.21%
$625.65 - $812.69 $180K - $234K
8.69K $6.63M
VTI
Vanguard Total Stock Market Et

ETFs
-2.81K
- 11.86%
$303.93 - $329.86 $854K - $927K
20.9K $6.85M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.24K
- 2.96%
$121.72 - $136.77 $151K - $170K
40.8K $5.07M
AXP
American Express CO

Financial Services
-1.1K
- 53.04%
$294.27 - $342.31 $323K - $376K
973 $323K
PANW
Palo Alto Networks Inc

Technology
-1.38K
- 3.17%
$167.06 - $208.19 $230K - $286K
42K $8.54M
NEM
Newmont Corp

Basic Materials
-28.7K
- 35.63%
$57.35 - $85.25 $1.64M - $2.44M
51.8K $4.37M
LNG
Cheniere Energy, Inc.

Energy
-434
- 1.8%
$222.68 - $244.28 $96.6K - $106K
23.7K $5.57M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.22%
$915.95 - $994.57 $7.33K - $7.96K
3.71K $3.43M
ORCL
Oracle Corp

Technology
-1.87K
- 39.77%
$218.96 - $328.33 $410K - $614K
2.83K $796K
ADSK
Autodesk, Inc.

Technology
-761
- 2.54%
N/A
29.2K $7.17M
PGR
Progressive Corp

Financial Services
-1
- 0.01%
$238.61 - $264.3 $239 - $264
7.95K $1.96M
ECL
Ecolab Inc.

Basic Materials
-991
- 2.98%
$259.39 - $285.47 $257K - $283K
32.2K $8.82M
IBM
International Business Machines Corp

Technology
-311
- 10.95%
$234.77 - $292.47 $73K - $91K
2.53K $713K
KO
Coca Cola CO

Consumer Defensive
-1.15K
- 15.26%
$65.67 - $71.67 $75.7K - $82.6K
6.4K $424K
VO
Vanguard Mid Cap ETF

ETFs
-775
- 8.35%
$279.83 - $293.74 $217K - $228K
8.51K $2.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.93K
- 23.29%
$22.64 - $23.22 $88.9K - $91.2K
12.9K $298K
PM
Philip Morris International Inc.

Consumer Defensive
-165
- 8.43%
$157.77 - $183.27 $26K - $30.2K
1.79K $290K
VGSH
Vanguard

ETFs
-1.11K
- 5.9%
$58.43 - $58.88 $64.9K - $65.4K
17.7K $1.04M
FEX
First Tr Large Cap Core Alphde

ETFs
-487
- 19.88%
$110.0 - $117.08 $53.6K - $57K
1.96K $229K
SBUX
Starbucks Corp

Consumer Cyclical
-174
- 6.05%
$81.9 - $96.86 $14.3K - $16.9K
2.7K $228K
SPGI
S&P Global Inc.

Financial Services
-14
- 2.22%
$484.94 - $564.15 $6.79K - $7.9K
618 $300K
IWD
Ishares Russell 1000 Val ETF

ETFs
-294
- 10.44%
$192.76 - $203.86 $56.7K - $59.9K
2.52K $513K
Activity Summary
Buys All Purchases 39 New Holdings 12 Increased Positions 27 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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