Sand Hill Global Advisors, LLC

13F filer · CIK 0001009209

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$3.32BU.S. long equity reported on 13F

Positions13416 new · 10 closed

Net flow last quarter+$34.3MBuys minus sells

Top 10 positions weight17.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026134 positions
SPYSPDR S&P 500 ETF Trust	$242M	7.27%	Not reported	-2.6%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$86.5M	2.60%	Not reported	-5.6%	Q4 2018
AAPLApple Inc.	$48.7M	1.46%	0.00%	+2.5%	Q2 2013
NVDANvidia Corp	$41.4M	1.25%	0.00%	-0.8%	Q2 2017
GOOGLAlphabet Inc.	$36.1M	1.09%	0.00%	-0.2%	Q4 2015
AMZNAmazon Com Inc	$30.4M	0.92%	0.00%	+0.2%	Q2 2013
MSFTMicrosoft Corp	$29.6M	0.89%	0.00%	+4.3%	Q2 2013
JPMJPMorgan Chase & Co	$21.4M	0.65%	0.00%	-0.2%	Q2 2013
METAMeta Platforms, Inc.	$19M	0.57%	Not reported	-0.7%	Q3 2013
VVisa Inc.	$16.8M	0.51%	0.00%	+1.1%	Q2 2013
PULSPulse Electronics Corp	$15.4M	0.46%	1.77%	+7.2%	Q3 2024
AVGOBroadcom Inc.	$14.7M	0.44%	0.00%	-0.3%	Q2 2024
PHParker-Hannifin Corp	$14.7M	0.44%	0.01%	-0.8%	Q2 2017
PANWPalo Alto Networks Inc	$14.6M	0.44%	0.01%	-0.2%	Q3 2015
UNPUnion Pacific Corp	$12.9M	0.39%	0.01%	+2011.4%	Q3 2013
BRK.ABerkshire Hathaway Inc	$12.7M	0.38%	Not reported	Not reported	Q4 2013
TJXTJX Companies Inc	$12.6M	0.38%	0.01%	-1.1%	Q3 2019
JNJJohnson & Johnson	$12.3M	0.37%	0.00%	-1.6%	Q2 2013
SNOWSnowflake Inc.	$11.3M	0.34%	0.01%	+53.0%	Q4 2023
BSVNBank7 Corp.	$10.9M	0.33%	1.47%	-0.1%	Q2 2025
LLYELI LILLY & Co	$10.5M	0.32%	0.00%	+1.8%	Q2 2024
ASMLAsml Holding NV	$10.2M	0.31%	0.00%	+2155.3%	Q1 2026
CVXChevron Corp	$9.85M	0.30%	0.00%	-3.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$9.84M	0.30%	Not reported	-3.2%	Q4 2016
ECLEcolab Inc.	$8.82M	0.27%	0.01%	-0.5%	Q3 2017
BLKBlackRock, Inc.	$8.79M	0.26%	0.01%	-0.1%	Q1 2017
AEPAmerican Electric Power Co Inc	$8.21M	0.25%	0.01%	-1.1%	Q4 2023
DASHDoorDash, Inc.	$8.19M	0.25%	Not reported	Not reported	Q1 2023
PWRQuanta Services, Inc.	$8.04M	0.24%	0.01%	-9.0%	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$7.95M	0.24%	Not reported	-4.9%	Q2 2013
PGPROCTER & GAMBLE Co	$7.94M	0.24%	0.00%	-2.2%	Q2 2013
RTXRTX Corp	$7.86M	0.24%	0.00%	+1221.0%	Q2 2021
CMECme Group Inc.	$7.85M	0.24%	0.01%	-3.1%	Q2 2013
TSLATesla, Inc.	$7.45M	0.22%	0.00%	-2.7%	Q2 2020
SYKStryker Corp	$7.22M	0.22%	0.01%	+0.3%	Q2 2021
ETNEaton Corp plc	$7.17M	0.22%	0.00%	+0.3%	Q3 2019
WMWaste Management Inc	$6.96M	0.21%	0.01%	-2.1%	Q2 2018
CDNSCadence Design Systems Inc	$6.93M	0.21%	0.01%	-1.1%	Q1 2026
GOOGAlphabet Inc.	$6.24M	0.19%	Not reported	-1.2%	Q4 2015
BKNGBooking Holdings Inc.	$6.06M	0.18%	0.00%	-1.0%	Q2 2020
ADSKAutodesk, Inc.	$5.89M	0.18%	0.01%	-0.4%	Q2 2017
DISWalt Disney Co	$5.87M	0.18%	0.00%	-1.0%	Q2 2013
PLDPrologis, Inc.	$5.64M	0.17%	0.00%	-1.3%	Q2 2024
AMATApplied Materials Inc	$5.35M	0.16%	0.00%	+20.1%	Q1 2024
LNGCheniere Energy, Inc.	$5.3M	0.16%	0.01%	-1.9%	Q2 2022
WYNNWynn Resorts Ltd	$5.27M	0.16%	0.05%	-4.9%	Q4 2024
ETREntergy Corp	$5.01M	0.15%	0.01%	-1.3%	Q1 2025
NEMNEWMONT Corp	$4.65M	0.14%	0.00%	-1.0%	Q4 2023
CRMSalesforce, Inc.	$4.19M	0.13%	0.00%	-1.2%	Q4 2016
TGTTarget Corp	$4.06M	0.12%	0.01%	-0.7%	Q2 2013

Q1 2026Reported May 14, 2026127 positions
SPYSPDR S&P 500 ETF Trust	$216M	7.27%	Not reported	-0.9%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$71.8M	2.42%	Not reported	+3.5%	Q4 2018
AAPLApple Inc.	$41.7M	1.40%	0.00%	+14.3%	Q2 2013
NVDANvidia Corp	$36.4M	1.22%	0.00%	+2.0%	Q2 2017
GOOGLAlphabet Inc.	$29.1M	0.98%	0.00%	-8.3%	Q4 2015
MSFTMicrosoft Corp	$28.2M	0.95%	0.00%	+14.7%	Q2 2013
AMZNAmazon Com Inc	$26.6M	0.89%	0.00%	+1.8%	Q2 2013
METAMeta Platforms, Inc.	$19.4M	0.65%	Not reported	+0.2%	Q3 2013
JPMJPMorgan Chase & Co	$19.3M	0.65%	0.00%	-15.2%	Q2 2013
VVisa Inc.	$14.7M	0.49%	0.00%	-0.5%	Q2 2013
PULSPulse Electronics Corp	$14.3M	0.48%	1.65%	-3.2%	Q3 2024
PHParker-Hannifin Corp	$13.6M	0.46%	0.01%	-2.0%	Q2 2017
TJXTJX Companies Inc	$13.5M	0.45%	0.01%	-0.7%	Q3 2019
CVXChevron Corp	$12.7M	0.43%	0.00%	-2.4%	Q2 2013
BRK.ABerkshire Hathaway Inc	$12.2M	0.41%	Not reported	-5.6%	Q4 2013
AVGOBroadcom Inc.	$12.1M	0.41%	0.00%	+7.4%	Q2 2024
JNJJohnson & Johnson	$12M	0.40%	0.00%	-0.2%	Q2 2013
BSVNBank7 Corp.	$10.9M	0.37%	1.47%	0.0%	Q2 2025
CMECme Group Inc.	$10.8M	0.36%	0.01%	-1.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$9.73M	0.33%	Not reported	+6.6%	Q4 2016
BLKBlackRock, Inc.	$8.8M	0.30%	0.01%	+1.8%	Q1 2017
ECLEcolab Inc.	$8.46M	0.28%	0.01%	-0.2%	Q3 2017
PGPROCTER & GAMBLE Co	$7.99M	0.27%	0.00%	+4.0%	Q2 2013
AEPAmerican Electric Power Co Inc	$7.96M	0.27%	0.01%	-0.3%	Q4 2023
LLYELI LILLY & Co	$7.9M	0.27%	0.00%	+2.2%	Q2 2024
HONHoneywell International Inc	$7.55M	0.25%	0.01%	-1.5%	Q3 2015
SYKStryker Corp	$7.52M	0.25%	0.01%	0.0%	Q2 2021
WMWaste Management Inc	$7.33M	0.25%	0.01%	-0.6%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$7.33M	0.25%	Not reported	-0.4%	Q2 2013
ADSKAutodesk, Inc.	$7.28M	0.24%	0.01%	+3.3%	Q2 2017
PANWPalo Alto Networks Inc	$6.88M	0.23%	0.01%	+2.4%	Q3 2015
TSLATesla, Inc.	$6.76M	0.23%	0.00%	+0.5%	Q2 2020
PWRQuanta Services, Inc.	$6.74M	0.23%	0.01%	+0.4%	Q2 2025
DASHDoorDash, Inc.	$6.66M	0.22%	Not reported	0.0%	Q1 2023
LNGCheniere Energy, Inc.	$6.42M	0.22%	0.01%	-2.0%	Q2 2022
ETNEaton Corp plc	$6M	0.20%	0.00%	+2.9%	Q3 2019
DISWalt Disney Co	$5.94M	0.20%	0.00%	-1.8%	Q2 2013
WYNNWynn Resorts Ltd	$5.79M	0.19%	0.06%	+13.1%	Q4 2024
BKNGBooking Holdings Inc.	$5.79M	0.19%	0.00%	+0.3%	Q2 2020
PLDPrologis, Inc.	$5.57M	0.19%	0.00%	+1.3%	Q2 2024
NEMNEWMONT Corp	$5.45M	0.18%	0.00%	-0.7%	Q4 2023
CDNSCadence Design Systems Inc	$5.19M	0.17%	0.01%	New	Q1 2026
GOOGAlphabet Inc.	$5.13M	0.17%	Not reported	+5.4%	Q4 2015
CRMSalesforce, Inc.	$5.06M	0.17%	0.00%	-8.4%	Q4 2016
ETREntergy Corp	$4.97M	0.17%	0.01%	+0.4%	Q1 2025
NFLXNetflix Inc	$4.83M	0.16%	0.00%	+1023.4%	Q2 2018
INTUIntuit Inc.	$4.47M	0.15%	0.00%	-11.2%	Q3 2013
SNOWSnowflake Inc.	$4.38M	0.15%	0.01%	+3.0%	Q4 2023
AJGArthur J. Gallagher & Co.	$4.05M	0.14%	0.01%	New	Q1 2026
VRSKVerisk Analytics, Inc.	$3.88M	0.13%	0.02%	+0.6%	Q4 2025

Q4 2025Reported Feb 12, 2026119 positions
SPYSPDR S&P 500 ETF Trust	$229M	7.98%	Not reported	-3.9%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$73.9M	2.58%	Not reported	-8.7%	Q4 2018
AAPLApple Inc.	$39M	1.36%	0.00%	-0.1%	Q2 2013
NVDANvidia Corp	$38.2M	1.33%	0.00%	-13.5%	Q2 2017
GOOGLAlphabet Inc.	$34.6M	1.21%	0.00%	-2.8%	Q4 2015
MSFTMicrosoft Corp	$32.1M	1.12%	0.00%	-0.7%	Q2 2013
AMZNAmazon Com Inc	$28.9M	1.01%	0.00%	+0.8%	Q2 2013
JPMJPMorgan Chase & Co	$25M	0.87%	0.00%	-2.5%	Q2 2013
METAMeta Platforms, Inc.	$22.4M	0.78%	Not reported	-0.2%	Q3 2013
VVisa Inc.	$17.1M	0.60%	0.00%	+0.2%	Q2 2013
PULSPulse Electronics Corp	$14.8M	0.52%	1.70%	+4.5%	Q3 2024
BRK.ABerkshire Hathaway Inc	$13.6M	0.47%	Not reported	-5.3%	Q4 2013
PHParker-Hannifin Corp	$13.6M	0.47%	0.01%	-1.7%	Q2 2017
TJXTJX Companies Inc	$13.1M	0.46%	0.01%	-1.9%	Q3 2019
AVGOBroadcom Inc.	$12.6M	0.44%	0.00%	+1.7%	Q2 2024
VEEVVeeva Systems Inc	$11.8M	0.41%	0.03%	Not reported	Q2 2024
BSVNBank7 Corp.	$11M	0.38%	1.48%	+2.1%	Q2 2025
DOCSDoximity, Inc.	$10.6M	0.37%	0.13%	Not reported	Q4 2024
CMECme Group Inc.	$10.2M	0.36%	0.01%	-2.2%	Q2 2013
JNJJohnson & Johnson	$10.2M	0.35%	0.00%	-0.7%	Q2 2013
ZMZoom Communications, Inc.	$10.2M	0.35%	Not reported	-9.6%	Q2 2021
DASHDoorDash, Inc.	$10.1M	0.35%	Not reported	Not reported	Q1 2023
BLKBlackRock, Inc.	$9.63M	0.34%	0.01%	-0.5%	Q1 2017
CVXChevron Corp	$9.6M	0.33%	0.00%	+0.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$9.58M	0.33%	Not reported	+53.6%	Q4 2016
LLYELI LILLY & Co	$9.04M	0.32%	0.00%	-3.2%	Q2 2024
ADSKAutodesk, Inc.	$8.71M	0.30%	0.01%	+0.9%	Q2 2017
ECLEcolab Inc.	$8.36M	0.29%	0.01%	-1.1%	Q3 2017
TSLATesla, Inc.	$8.14M	0.28%	0.00%	-2.2%	Q2 2020
SYKStryker Corp	$8.04M	0.28%	0.01%	-1.8%	Q2 2021
CRMSalesforce, Inc.	$7.83M	0.27%	0.00%	-0.8%	Q4 2016
PANWPalo Alto Networks Inc	$7.72M	0.27%	0.01%	-0.1%	Q3 2015
INTUIntuit Inc.	$7.71M	0.27%	0.00%	+53.7%	Q3 2013
PGPROCTER & GAMBLE Co	$7.62M	0.27%	0.00%	+0.1%	Q2 2013
BKNGBooking Holdings Inc.	$7.34M	0.26%	0.00%	-3.7%	Q2 2020
ABTAbbott Laboratories	$7.22M	0.25%	0.00%	-2.1%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$7.2M	0.25%	Not reported	-0.1%	Q2 2013
DISWalt Disney Co	$7.15M	0.25%	0.00%	-2.8%	Q2 2013
WMWaste Management Inc	$7.05M	0.25%	0.01%	-1.2%	Q2 2018
AEPAmerican Electric Power Co Inc	$7.02M	0.24%	0.01%	-0.9%	Q4 2023
HONHoneywell International Inc	$6.62M	0.23%	0.01%	-2.8%	Q3 2015
SNOWSnowflake Inc.	$6.19M	0.22%	0.01%	+0.6%	Q4 2023
WYNNWynn Resorts Ltd	$6.07M	0.21%	0.05%	-1.6%	Q4 2024
GOOGAlphabet Inc.	$5.32M	0.19%	Not reported	+0.9%	Q4 2015
PLDPrologis, Inc.	$5.31M	0.19%	0.00%	+0.6%	Q2 2024
ETNEaton Corp plc	$5.19M	0.18%	0.00%	+0.3%	Q3 2019
PWRQuanta Services, Inc.	$5.16M	0.18%	0.01%	-0.6%	Q2 2025
NEMNEWMONT Corp	$5.06M	0.18%	0.00%	-2.2%	Q4 2023
VRSKVerisk Analytics, Inc.	$4.55M	0.16%	0.01%	New	Q4 2025
LNGCheniere Energy, Inc.	$4.49M	0.16%	0.01%	-2.7%	Q2 2022

Q3 2025Reported Nov 12, 2025121 positions
SPYSPDR S&P 500 ETF Trust	$232M	8.18%	Not reported	-4.3%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$79.1M	2.78%	Not reported	-1.2%	Q4 2018
NVDANvidia Corp	$44.1M	1.55%	0.00%	-2.4%	Q2 2017
AAPLApple Inc.	$36.6M	1.29%	0.00%	-2.0%	Q2 2013
MSFTMicrosoft Corp	$34.6M	1.22%	0.00%	-1.4%	Q2 2013
GOOGLAlphabet Inc.	$27.6M	0.97%	0.00%	-2.9%	Q4 2015
AMZNAmazon Com Inc	$27.3M	0.96%	0.00%	-2.4%	Q2 2013
JPMJPMorgan Chase & Co	$25.1M	0.88%	0.00%	-6.2%	Q2 2013
METAMeta Platforms, Inc.	$24.9M	0.88%	Not reported	-2.0%	Q3 2013
DOCSDoximity, Inc.	$17.6M	0.62%	0.13%	Not reported	Q4 2024
VVisa Inc.	$16.6M	0.58%	0.00%	-6.1%	Q2 2013
VEEVVeeva Systems Inc	$15.8M	0.55%	0.03%	Not reported	Q2 2024
BRK.ABerkshire Hathaway Inc	$14.3M	0.50%	Not reported	Not reported	Q4 2013
PULSPulse Electronics Corp	$14.3M	0.50%	1.63%	+66.2%	Q3 2024
TJXTJX Companies Inc	$12.5M	0.44%	0.01%	-4.3%	Q3 2019
DASHDoorDash, Inc.	$12.1M	0.43%	Not reported	-15.0%	Q1 2023
PHParker-Hannifin Corp	$11.9M	0.42%	0.01%	-2.0%	Q2 2017
AVGOBroadcom Inc.	$11.8M	0.42%	0.00%	-3.6%	Q2 2024
BSVNBank7 Corp.	$10.8M	0.38%	1.45%	Not reported	Q2 2025
ZMZoom Communications, Inc.	$10.8M	0.38%	Not reported	+5.4%	Q2 2021
BLKBlackRock, Inc.	$10.5M	0.37%	0.01%	-3.5%	Q1 2017
CMECme Group Inc.	$10.3M	0.36%	0.01%	-2.4%	Q2 2013
CVXChevron Corp	$9.74M	0.34%	0.00%	-0.7%	Q2 2013
ADSKAutodesk, Inc.	$9.27M	0.33%	0.01%	-2.5%	Q2 2017
JNJJohnson & Johnson	$9.17M	0.32%	0.00%	-3.3%	Q2 2013
ECLEcolab Inc.	$8.82M	0.31%	0.01%	-3.0%	Q3 2017
SYKStryker Corp	$8.61M	0.30%	0.01%	-2.5%	Q2 2021
PANWPalo Alto Networks Inc	$8.54M	0.30%	0.01%	-3.2%	Q3 2015
TSLATesla, Inc.	$8.24M	0.29%	0.00%	-7.5%	Q2 2020
PGPROCTER & GAMBLE Co	$8.17M	0.29%	0.00%	-2.2%	Q2 2013
ABTAbbott Laboratories	$7.88M	0.28%	0.00%	-3.7%	Q2 2013
BKNGBooking Holdings Inc.	$7.68M	0.27%	0.00%	-1.9%	Q2 2020
DISWalt Disney Co	$7.4M	0.26%	0.00%	-2.6%	Q2 2013
HONHoneywell International Inc	$7.35M	0.26%	0.01%	-4.0%	Q3 2015
WMWaste Management Inc	$7.18M	0.25%	0.01%	-1.9%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$7.12M	0.25%	Not reported	-2.2%	Q2 2013
CRMSalesforce, Inc.	$7.07M	0.25%	0.00%	-1.2%	Q4 2016
AEPAmerican Electric Power Co Inc	$6.91M	0.24%	0.01%	-0.9%	Q4 2023
LLYELI LILLY & Co	$6.63M	0.23%	0.00%	-3.2%	Q2 2024
WYNNWynn Resorts Ltd	$6.58M	0.23%	0.05%	+5.3%	Q4 2024
SNOWSnowflake Inc.	$6.33M	0.22%	0.01%	-1.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$6.24M	0.22%	Not reported	-21.9%	Q4 2016
ETNEaton Corp plc	$6.08M	0.21%	0.00%	-1.3%	Q3 2019
LNGCheniere Energy, Inc.	$5.57M	0.20%	0.01%	-1.8%	Q2 2022
AREAlexandria Real Estate Equities, Inc.	$5.28M	0.19%	0.04%	New	Q3 2025
INTUIntuit Inc.	$5.17M	0.18%	0.00%	-2.0%	Q3 2013
PWRQuanta Services, Inc.	$5.1M	0.18%	0.01%	-2.7%	Q2 2025
KMBKimberly Clark Corp	$5.07M	0.18%	0.01%	-3.0%	Q4 2017
ACNAccenture plc	$4.75M	0.17%	0.00%	-6.2%	Q3 2019
PLDPrologis, Inc.	$4.74M	0.17%	0.00%	-2.1%	Q2 2024

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