Sand Hill Global Advisors, LLC Portfolio Holdings

Sand Hill Global Advisors, LLC

  • $2.42 Billion
  • Q1 2025

Sand Hill Global Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.42 Billion distributed in 194 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 $258M, Ishares Tr Msci Eafe ETF with a value of $231M, Spdr S&P 500 ETF Trust with a value of $205M, Vanguard Ftse Emerging Mkts Et with a value of $147M, and Ishares Core S&P Mid Cap ETF with a value of $131M.

Examining the 13F form we can see an increase of $68M in the current position value, from $2.35B to 2.42B.

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 $2.42 Billion
ETFs: $1.91 Billion
Technology: $146 Million
Financial Services: $75.7 Million
Healthcare: $74 Million
Communication Services: $58.4 Million
Consumer Cyclical: $54.9 Million
Industrials: $32.4 Million
Consumer Defensive: $23.8 Million
Other: $44.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$258 Million 10.67% of portfolio
502,081
Q1 2025 Added 3.11%
$0
$231 Million 9.55% of portfolio
2,825,948
Q1 2025 Added 3.53%
$0
$205 Million 8.47% of portfolio
366,050
Q1 2025 Reduced 1.6%
$0
$147 Million 6.1% of portfolio
3,257,475
Q1 2025 Added 1.8%
$0
$131 Million 5.44% of portfolio
2,253,629
Q1 2025 Added 2.46%
$0
$128 Million 5.31% of portfolio
643,941
Q1 2025 Added 1.58%
$0
$112 Million 4.65% of portfolio
1,709,685
Q1 2025 Added 2.77%
$0
$76.5 Million 3.16% of portfolio
844,384
Q1 2025 Added 0.97%
$0
$73.3 Million 3.03% of portfolio
423,086
Q1 2025 Added 2.12%
$0
$63.9 Million 2.64% of portfolio
1,075,390
Q1 2025 Added 1,734.95%
$0
$63.6 Million 2.63% of portfolio
135,643
Q1 2025 Added 1,854.23%
$0
$62.5 Million 2.59% of portfolio
632,270
Q1 2025 Reduced 4.25%
$0
$56.3 Million 2.33% of portfolio
100,251
Q1 2025 Reduced 0.89%
$0
$47 Million 1.95% of portfolio
508,647
Q1 2025 Reduced 3.56%
$3.16T
$32.2 Million 1.33% of portfolio
145,110
Q1 2025 Added 1.8%
$363B
$25.9 Million 1.07% of portfolio
238,918
Q1 2025 Reduced 10.53%
$2.17T
$23.9 Million 0.99% of portfolio
125,435
Q1 2025 Added 19.31%
$0
$20.9 Million 0.87% of portfolio
171,541
Q1 2025 Added 1.7%
$804B
$20.6 Million 0.85% of portfolio
84,110
Q1 2025 Reduced 1.83%
$1.57T
$19.9 Million 0.82% of portfolio
34,575
Q1 2025 Reduced 1.93%
$0
$19.6 Million 0.81% of portfolio
387,149
Q1 2025 Added 27.4%
$557B
$17.9 Million 0.74% of portfolio
50,968
Q1 2025 Reduced 0.57%
$993B
$17.5 Million 0.72% of portfolio
113,324
Q1 2025 Reduced 11.02%
$0
$16.5 Million 0.68% of portfolio
323,943
Q1 2025 Reduced 1.78%
$0
$15.7 Million 0.65% of portfolio
309,225
Q1 2025 Added 34.01%
$0
$15.5 Million 0.64% of portfolio
311,846
Q1 2025 Added 34.51%
$437B
$15.2 Million 0.63% of portfolio
19
Q1 2025 New
$0
$14 Million 0.58% of portfolio
145,982
Q1 2025 Reduced 4.77%
$6.3B
$13.9 Million 0.58% of portfolio
240,301
Q1 2025 Added 281.35%
$39.5B
$12.2 Million 0.51% of portfolio
52,869
Q1 2025 Added 8.29%
$0
$12.1 Million 0.5% of portfolio
314,368
Q1 2025 Added 2.84%
$142B
$10.9 Million 0.45% of portfolio
89,880
Q1 2025 Added 0.49%
$290B
$10.4 Million 0.43% of portfolio
62,090
Q1 2025 Added 1.95%
$97.8B
$10.2 Million 0.42% of portfolio
38,461
Q1 2025 Reduced 0.68%
$0
$9.83 Million 0.41% of portfolio
120,388
Q1 2025 Added 2.76%
$0
$9.67 Million 0.4% of portfolio
43,606
Q1 2025 Added 16.18%
$0
$9.59 Million 0.4% of portfolio
90,941
Q1 2025 Reduced 29.33%
$83.8B
$9.71 Million 0.4% of portfolio
15,980
Q1 2025 Reduced 0.55%
$79B
$9.54 Million 0.39% of portfolio
52,212
Q4 2024 Reduced 0.19%
$19.4B
$9.12 Million 0.38% of portfolio
123,610
Q4 2024 Added 11.23%
$374B
$9 Million 0.37% of portfolio
52,831
Q1 2025 Added 1.53%
$141B
$8.73 Million 0.36% of portfolio
23,458
Q1 2025 Reduced 0.32%
$74.2B
$8.36 Million 0.35% of portfolio
32,983
Q1 2025 Reduced 1.54%
$232B
$8.17 Million 0.34% of portfolio
61,602
Q1 2025 Reduced 2.77%
$394B
$8.27 Million 0.34% of portfolio
49,890
Q1 2025 Reduced 4.41%
$260B
$7.97 Million 0.33% of portfolio
29,701
Q1 2025 Reduced 23.85%
$149B
$7.54 Million 0.31% of portfolio
35,605
Q1 2025 Added 0.2%
$95.7B
$7.57 Million 0.31% of portfolio
32,714
Q1 2025 Added 0.94%
$53.1B
$7.2 Million 0.3% of portfolio
29,302
Q1 2025 Added 0.34%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $2.42 Billion
  • Prior Value $2.35 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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