AI Portfolio Summary
In 2025 Q4, Sand Hill Global Advisors, LLC maintained a portfolio of 209 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 2.0%. The fund also reduced its exposure to NVIDIA CORPORATION by 13.5%.
Total Positions
209
Quarter
2025 Q4
Top Holding
VOO (10.6%)
Top 10 Concentration
59.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 209
| 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 | 10.62% | 10.74% |
#1
Prev: #1
|
6.5 | -12,534 | -2.5% |
P
S
|
485,490 | $304,465,622 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 9.71% | 9.34% |
#2
Prev: #2
|
5.9 | 55,971 | 2.0% |
P
S
|
2,897,259 | $278,223,790 | 2003 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 7.98% | 8.18% |
#3
Prev: #3
|
4.7 | -13,513 | -3.9% |
P
S
|
335,243 | $228,608,685 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 5.88% | 6.00% |
#4
Prev: #4
|
3.4 | -8,855 | -0.3% |
P
S
|
3,134,953 | $168,535,066 | 2010 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 5.26% | 5.19% |
#5
1
Prev: #6
|
3.1 | 23,033 | 1.0% |
P
S
|
2,283,286 | $150,696,862 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 5.14% | 5.22% |
#6
1
Prev: #5
|
2.6 | 39,960 | 2.5% |
P
S
|
1,663,150 | $147,172,144 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 4.84% | 4.96% |
#7
Prev: #7
|
2.4 | -19,747 | -3.4% |
P
S
|
562,884 | $138,559,435 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.52% | 4.61% |
#8
Prev: #8
|
2.3 | -59,149 | -3.5% |
P
S
|
1,613,586 | $129,441,897 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 3.23% | 3.20% |
#9
Prev: #9
|
1.8 | 525 | 0.2% |
P
S
|
306,241 | $92,518,488 | 2010 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.58% | 2.78% |
#10
Prev: #10
|
1.5 | -11,480 | -8.7% |
P
S
|
120,248 | $73,869,323 | 2002 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.52% | 2.39% |
#11
Prev: #11
|
3.0 | 77,447 | 6.9% |
P
S
|
1,206,289 | $72,292,902 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 2.46% | 2.35% |
#12
Prev: #12
|
3.0 | 39,073 | 5.9% |
P
S
|
706,139 | $70,529,122 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BOND
PIMCO ETF TR
|
ETF | 2.03% | 1.75% |
#13
1
Prev: #14
|
2.8 | 92,511 | 17.4% |
P
S
|
624,484 | $58,126,956 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.80% | 1.78% |
#14
1
Prev: #13
|
1.2 | -85 | -0.1% |
P
S
|
75,456 | $51,682,638 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.36% | 1.29% |
#15
1
Prev: #16
|
1.0 | -192 | -0.1% |
P
S
|
143,636 | $39,048,927 | 2010 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.33% | 1.55% |
#16
1
Prev: #15
|
1.0 | -31,794 | -13.5% |
P
S
|
204,579 | $38,153,951 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.21% | 0.97% |
#17
1
Prev: #18
|
1.0 | -3,142 | -2.8% |
P
S
|
110,385 | $34,550,535 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.12% | 1.22% |
#18
1
Prev: #17
|
0.9 | -438 | -0.7% |
P
S
|
66,398 | $32,111,263 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.01% | 0.96% |
#19
Prev: #19
|
0.9 | 952 | 0.8% |
P
S
|
125,196 | $28,897,801 | 2010 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.87% | 0.88% |
#20
Prev: #20
|
0.8 | -2,011 | -2.5% |
P
S
|
77,436 | $24,951,345 | 2007 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 0.81% | 0.83% |
#21
1
Prev: #22
|
0.8 | -6,326 | -3.9% |
P
S
|
155,011 | $23,093,539 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.78% | 0.88% |
#22
1
Prev: #21
|
0.8 | -54 | -0.2% |
P
S
|
33,864 | $22,353,508 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESML
ISHARES TR
|
ETF | 0.76% | 0.48% |
#23
9
Prev: #32
|
3.3 | 173,086 | 57.4% |
P
S
|
474,591 | $21,821,698 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.71% | 0.69% |
#24
1
Prev: #23
|
0.8 | -1,090 | -0.3% |
P
S
|
326,830 | $20,417,063 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYR
ISHARES TR
|
ETF | 0.60% | 0.54% |
#25
3
Prev: #28
|
2.2 | 26,150 | 16.6% |
P
S
|
183,801 | $17,257,122 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.60% | 0.58% |
#26
1
Prev: #25
|
0.7 | 88 | 0.2% |
P
S
|
48,706 | $17,081,779 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICSH
ISHARES TR
|
ETF | 0.59% | 0.56% |
#27
1
Prev: #26
|
2.2 | 18,185 | 5.8% |
P
S
|
332,746 | $16,830,293 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.52% | 0.50% |
#28
1
Prev: #29
|
0.7 | 13,260 | 4.7% |
P
S
|
295,889 | $14,969,025 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PULS
PGIM ETF TR
|
ETF | 0.52% | 0.50% |
#29
2
Prev: #31
|
0.7 | 12,797 | 4.5% |
P
S
|
298,865 | $14,820,715 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.47% | 0.50% |
#30
Prev: #30
|
0.7 | -1 | -5.3% |
P
S
|
18 | $13,586,400 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.47% | 0.42% |
#31
4
Prev: #35
|
0.7 | -271 | -1.7% |
P
S
|
15,448 | $13,578,174 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.46% | 0.44% |
#32
1
Prev: #33
|
0.7 | -1,626 | -1.9% |
P
S
|
85,031 | $13,061,601 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.44% | 0.42% |
#33
3
Prev: #36
|
0.7 | 597 | 1.7% |
P
S
|
36,412 | $12,602,336 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGD
ISHARES TR
|
ETF | 0.43% | 0.41% |
#34
3
Prev: #37
|
0.7 | 3,372 | 2.7% |
P
S
|
129,403 | $12,304,957 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.41% | 0.55% |
#35
8
Prev: #27
|
1.2 | no change | no change |
P
S
|
52,869 | $11,801,947 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.38% | 0.38% |
#36
2
Prev: #38
|
0.7 | 2,861 | 2.1% |
P
S
|
139,595 | $11,001,482 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DOCS
DOXIMITY INC
|
Healthcare | 0.37% | 0.62% |
#37
13
Prev: #24
|
1.1 | no change | no change |
P
S
|
240,301 | $10,640,528 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CME
CME GROUP INC
|
Financial Services | 0.36% | 0.36% |
#38
3
Prev: #41
|
0.6 | -851 | -2.2% |
P
S
|
37,260 | $10,175,037 | 2010 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.35% | 0.32% |
#39
6
Prev: #45
|
0.6 | -325 | -0.7% |
P
S
|
49,145 | $10,170,557 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZM
ZOOM COMMUNICAT...
|
Technology | 0.35% | 0.38% |
#40
1
Prev: #39
|
0.6 | -12,458 | -9.6% |
P
S
|
117,864 | $10,170,485 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.35% | 0.43% |
#41
7
Prev: #34
|
1.1 | no change | no change |
P
S
|
44,392 | $10,053,900 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.34% | 0.37% |
#42
2
Prev: #40
|
0.6 | -42 | -0.5% |
P
S
|
8,993 | $9,625,914 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.33% | 0.34% |
#43
1
Prev: #42
|
0.6 | 240 | 0.4% |
P
S
|
62,973 | $9,597,696 | 2001 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.33% | 0.22% |
#44
22
Prev: #66
|
3.1 | 6,645 | 53.6% |
P
S
|
19,050 | $9,575,701 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.32% | 0.32% |
#45
1
Prev: #44
|
0.6 | -407 | -1.1% |
P
S
|
35,875 | $9,254,040 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.32% | 0.23% |
#46
17
Prev: #63
|
0.6 | -281 | -3.2% |
P
S
|
8,411 | $9,038,941 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 0.31% | 0.19% |
#47
25
Prev: #72
|
3.1 | 75,971 | 69.4% |
P
S
|
185,400 | $8,871,390 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADSK
AUTODESK INC
|
Technology | 0.30% | 0.33% |
#48
5
Prev: #43
|
0.6 | 257 | 0.9% |
P
S
|
29,427 | $8,710,686 | 2002 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.29% | 0.31% |
#49
3
Prev: #46
|
0.6 | -359 | -1.1% |
P
S
|
31,854 | $8,362,285 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWX
ISHARES TR
|
ETF | 0.29% | 0.27% |
#50
3
Prev: #53
|
0.6 | 4,955 | 4.2% |
P
S
|
122,207 | $8,203,756 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 209 holdings