Sand Hill Global Advisors, LLC logo

Sand Hill Global Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Sand Hill Global Advisors, LLC with $2.8B in long positions as of Q3 2025, 78% allocated to ETF, and 60% concentrated in top 10 positions.

Portfolio Value
$2.8B
Top 10 Concentration
60%
Top Sector
ETF (78%)
US Exposure
100%
Market Cap Focus
N/A
Countries
6

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 78.00%ETFTechnology: 6.60%Financial Services: 3.20%Communication Services: 2.70%Healthcare: 2.50%Consumer Cyclical: 2.40%Industrials: 1.50%Consumer Defensive: 0.80%Energy: 0.60%Basic Materials: 0.50%Utilities: 0.40%Real Estate: 0.40%
ETF
78.00%
Technology
6.60%
Financial Services
3.20%
Communication Services
2.70%
Healthcare
2.50%
Consumer Cyclical
2.40%
Industrials
1.50%
Consumer Defensive
0.80%
Energy
0.60%
Basic Materials
0.50%
Utilities
0.40%
Real Estate
0.40%

Industry Breakdown

58 industries across all sectors

ETF: 77.95%ETFInternet Content & Information: 2.42%Semiconductors: 2.05%Software - Infrastructure: 1.59%Software - Application: 1.41%Consumer Electronics: 1.29%52 more: 12.67%52 more
ETF
ETF
77.95%
Internet Content & Information
Communication Services
2.42%
Semiconductors
Technology
2.05%
Software - Infrastructure
Technology
1.59%
Software - Application
Technology
1.41%
Consumer Electronics
Technology
1.29%
Medical - Healthcare Information Services
Healthcare
1.17%
Banks - Diversified
Financial Services
0.97%
Specialty Retail
Consumer Cyclical
0.97%
Insurance - Diversified
Financial Services
0.72%
Industrial - Machinery
Industrials
0.63%
Financial - Credit Services
Financial Services
0.62%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 12.56%Mega Cap (> $200B)Large Cap ($10B - $200B): 8.78%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.05%Small Cap ($300M - $2B): 0.02%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.01%N/A (ETF or Unknown): 78.58%N/A (ETF or Unknown)
Mega Cap (> $200B)
12.56%
Large Cap ($10B - $200B)
8.78%
Mid Cap ($2B - $10B)
0.05%
Small Cap ($300M - $2B)
0.02%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.01%
N/A (ETF or Unknown)
78.58%

Portfolio Concentration

Top 10 Holdings %
60.24%
Top 20 Holdings %
75.39%
Top 50 Holdings %
89.05%
Top 100 Holdings %
98.06%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.54%
International
0.46%
Countries
6
Largest Int'l Market
Ireland - 0.38%
United States of America
99.54% ($2.8B)
192 holdings
Ireland
0.38% ($10.8M)
2 holdings
Brazil
0.03% ($941.3K)
1 holdings
Canada
0.02% ($595.1K)
1 holdings
United Kingdom
0.01% ($352.9K)
1 holdings
Taiwan
0.01% ($339.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
34.6 quarters
Avg. Top 20
35.5 quarters
Avg. All Positions
18.3 quarters
Median Holding Period
12.5 quarters
Persistence Rate
80.3%
Persistent Holdings Weight
95.87%
Persistent Positions
159
Longest Held
iShares MSCI EAFE ETF logo
iShares MSCI EAFE ETFEFA - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.06%
Avg. Position Weight
0.51%
Largest Position
Vanguard S&P 500 ETF logo
Vanguard S&P 500 ETFVOO - 10.74%
Largest Ownership Stake
Doximity, Inc. logo
Doximity, Inc.DOCS - 0.13%
Avg. Ownership Stake
0.009%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.53%
Avg. Ownership Stake
0.008%
Largest Position
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 24.66% (Q1 2020)
Largest Ownership Stake
Daily Journal Corp logo
Daily Journal CorpDJCO - 0.84% (Q2 2016)

Portfolio Turnover

No data available

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