2026 Q1 Portfolio Activity
In 2026 Q1, Sand Hill Global Advisors, LLC maintained a portfolio of 213 distinct positions. The most significant new addition was CADENCE DESIGN SYSTEM INC, now representing 0.17% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 956.2%.
Position History
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Total Positions
213
Quarter
2026 Q1
Top Holding
VOO (10.6%)
Top 10 Concentration
60.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 213
Sand Hill Global Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 10.57% | 10.62% |
#1
Prev: #1
|
8.0 |
—
|
40,481 | 8.3% |
P
S
|
525,971 | $314,294,174 |
$323.21
+115.4%
|
2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
EFA
ISHARES TR
|
ETF | 9.87% | 9.71% |
#2
Prev: #2
|
5.9 |
—
|
123,171 | 4.3% |
P
S
|
3,020,430 | $293,374,400 |
$50.85
+102.3%
|
2003 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
SPY
STATE STR SPDR ...
|
ETF | 7.27% | 7.98% |
#3
Prev: #3
|
4.4 |
—
|
-3,017 | -0.9% |
P
S
|
332,226 | $216,059,645 |
$208.71
+260.6%
|
1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
VWO
VANGUARD INTL E...
|
ETF | 5.87% | 5.88% |
#4
Prev: #4
|
3.3 |
—
|
93,168 | 3.0% |
P
S
|
3,228,121 | $174,479,966 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES TR
|
ETF | 5.34% | 5.26% |
#5
Prev: #5
|
3.1 |
—
|
65,908 | 2.9% |
P
S
|
2,349,194 | $158,641,062 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 5.20% | 5.14% |
#6
Prev: #6
|
2.6 |
—
|
78,258 | 4.7% |
P
S
|
1,741,408 | $154,462,901 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.75% | 4.52% |
#7
1
Prev: #8
|
3.9 |
—
|
229,705 | 14.2% |
P
S
|
1,843,291 | $141,085,523 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWM
ISHARES TR
|
ETF | 4.71% | 4.84% |
#8
1
Prev: #7
|
2.4 |
—
|
982 | 0.2% |
P
S
|
563,866 | $139,838,684 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BOND
PIMCO ETF TR
|
ETF | 3.31% | 2.03% |
#9
4
Prev: #13
|
4.3 |
—
|
440,603 | 70.6% |
P
S
|
1,065,087 | $98,286,227 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 3.20% | 3.23% |
#10
1
Prev: #9
|
1.8 |
—
|
8,045 | 2.6% |
P
S
|
314,286 | $94,992,794 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACWX
ISHARES TR
|
ETF | 2.97% | 0.29% |
#11
39
Prev: #50
|
4.2 |
—
|
1,168,514 | 956.2% |
P
S
|
1,290,721 | $88,375,667 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.55% | 2.52% |
#12
1
Prev: #11
|
3.0 |
—
|
64,893 | 5.4% |
P
S
|
1,271,182 | $75,698,908 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.42% | 2.58% |
#13
3
Prev: #10
|
1.5 |
—
|
4,166 | 3.5% |
P
S
|
124,414 | $71,809,335 | 2002 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES TR
|
ETF | 2.21% | 2.46% |
#14
2
Prev: #12
|
1.4 |
—
|
-45,328 | -6.4% |
P
S
|
660,811 | $65,598,721 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.60% | 1.80% |
#15
1
Prev: #14
|
1.1 |
—
|
-2,611 | -3.5% |
P
S
|
72,845 | $47,583,324 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.40% | 1.36% |
#16
1
Prev: #15
|
2.6 |
—
|
20,491 | 14.3% |
P
S
|
164,127 | $41,653,836 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.22% | 1.33% |
#17
1
Prev: #16
|
1.0 |
—
|
4,049 | 2.0% |
P
S
|
208,628 | $36,384,763 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.98% | 1.21% |
#18
1
Prev: #17
|
0.9 |
—
|
-9,107 | -8.3% |
P
S
|
101,278 | $29,123,630 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.95% | 1.12% |
#19
1
Prev: #18
|
2.4 |
—
|
9,737 | 14.7% |
P
S
|
76,135 | $28,183,042 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.89% | 1.01% |
#20
1
Prev: #19
|
0.9 |
—
|
2,300 | 1.8% |
P
S
|
127,496 | $26,553,646 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGU
ISHARES TR
|
ETF | 0.75% | 0.81% |
#21
Prev: #21
|
0.8 |
—
|
2,298 | 1.5% |
P
S
|
157,309 | $22,246,639 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESML
ISHARES TR
|
ETF | 0.75% | 0.76% |
#22
1
Prev: #23
|
0.8 |
—
|
-2,189 | -0.5% |
P
S
|
472,402 | $22,212,346 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.69% | 0.71% |
#23
1
Prev: #24
|
0.8 |
—
|
-4,933 | -1.5% |
P
S
|
321,897 | $20,627,153 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.65% | 0.78% |
#24
2
Prev: #22
|
0.8 |
—
|
77 | 0.2% |
P
S
|
33,941 | $19,418,855 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.65% | 0.87% |
#25
5
Prev: #20
|
0.8 |
—
|
-11,763 | -15.2% |
P
S
|
65,673 | $19,318,340 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IYR
ISHARES TR
|
ETF | 0.59% | 0.60% |
#26
1
Prev: #25
|
0.7 |
—
|
1,227 | 0.7% |
P
S
|
185,028 | $17,496,280 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ICSH
ISHARES TR
|
ETF | 0.56% | 0.59% |
#27
Prev: #27
|
0.7 |
—
|
-6,664 | -2.0% |
P
S
|
326,082 | $16,506,271 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.49% | 0.60% |
#28
2
Prev: #26
|
0.7 |
—
|
-231 | -0.5% |
P
S
|
48,475 | $14,651,115 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.49% | 0.52% |
#29
1
Prev: #28
|
0.7 |
—
|
-8,755 | -3.0% |
P
S
|
287,134 | $14,531,852 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.48% | 0.52% |
#30
1
Prev: #29
|
0.7 |
—
|
-9,441 | -3.2% |
P
S
|
289,424 | $14,326,488 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.46% | 0.47% |
#31
Prev: #31
|
0.7 |
—
|
-310 | -2.0% |
P
S
|
15,138 | $13,552,501 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.45% | 0.46% |
#32
Prev: #32
|
0.7 |
—
|
-569 | -0.7% |
P
S
|
84,462 | $13,488,581 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.43% | 0.33% |
#33
10
Prev: #43
|
0.7 |
—
|
-1,489 | -2.4% |
P
S
|
61,484 | $12,721,013 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGD
ISHARES TR
|
ETF | 0.42% | 0.43% |
#34
Prev: #34
|
0.7 |
—
|
2,189 | 1.7% |
P
S
|
131,592 | $12,582,852 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.41% | 0.47% |
#35
5
Prev: #30
|
0.7 |
—
|
-1 | -5.6% |
P
S
|
17 | $12,208,380 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.41% | 0.44% |
#36
3
Prev: #33
|
2.2 |
—
|
2,691 | 7.4% |
P
S
|
39,103 | $12,102,823 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.40% | 0.35% |
#37
2
Prev: #39
|
0.7 |
—
|
-102 | -0.2% |
P
S
|
49,043 | $11,988,045 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.37% | 0.38% |
#38
2
Prev: #36
|
0.6 |
—
|
27 | 0.0% |
P
S
|
139,622 | $10,947,761 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.36% | 0.36% |
#39
1
Prev: #38
|
0.6 |
—
|
-567 | -1.5% |
P
S
|
36,693 | $10,837,376 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EAGG
ISHARES TR
|
ETF | 0.33% | 0.31% |
#40
7
Prev: #47
|
2.1 |
—
|
23,864 | 12.9% |
P
S
|
209,264 | $9,950,503 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.33% | 0.33% |
#41
3
Prev: #44
|
2.1 |
—
|
1,255 | 6.6% |
P
S
|
20,305 | $9,730,268 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.31% | 0.32% |
#42
3
Prev: #45
|
0.6 |
—
|
-476 | -1.3% |
P
S
|
35,399 | $9,271,791 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.30% | 0.34% |
#43
1
Prev: #42
|
0.6 |
—
|
157 | 1.7% |
P
S
|
9,150 | $8,799,810 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.28% | 0.29% |
#44
5
Prev: #49
|
0.6 |
—
|
-47 | -0.1% |
P
S
|
31,807 | $8,461,324 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.27% | 0.27% |
#45
11
Prev: #56
|
0.6 |
—
|
2,148 | 4.0% |
P
S
|
55,350 | $7,994,765 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.27% | 0.24% |
#46
17
Prev: #63
|
0.6 |
—
|
-150 | -0.2% |
P
S
|
60,698 | $7,956,309 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.27% | 0.32% |
#47
1
Prev: #46
|
0.6 |
—
|
182 | 2.2% |
P
S
|
8,593 | $7,903,305 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.25% | 0.23% |
#48
17
Prev: #65
|
0.6 |
—
|
-510 | -1.5% |
P
S
|
33,403 | $7,550,113 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.25% | 0.28% |
#49
3
Prev: #52
|
0.6 |
—
|
2 | 0.0% |
P
S
|
22,879 | $7,517,684 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.25% | 0.25% |
#50
12
Prev: #62
|
0.6 |
—
|
-190 | -0.6% |
P
S
|
31,904 | $7,331,267 | 2002 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 213 holdings