Sand Hill Global Advisors, LLC Portfolio Holdings
Q3 2025•198 long positions•$2.8B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding213 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $305.0M 10.74% | -$20.2M Sold | — 498.0K shares | 531.0K → 498.0K −$20.2M | -6.21% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $265.3M 9.34% | +$2.9M Bought | — 2.8M shares | 2.8M → 2.8M +$2.9M | +1.1% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $232.3M 8.18% | -$10.4M Sold | — 348.8K shares | 364.4K → 348.8K −$10.4M | -4.29% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $170.3M 6.0% | -$2.1M Sold | — 3.1M shares | 3.2M → 3.1M −$2.1M | -1.23% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $148.4M 5.23% | +$70.1M Bought | — 1.6M shares | 856.6K → 1.6M +$70.1M | +89.49% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $147.5M 5.19% | -$559.3K Sold | — 2.3M shares | 2.3M → 2.3M −$559.3K | -0.38% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $141.0M 4.96% | -$6.4M Sold | — 582.6K shares | 609.2K → 582.6K −$6.4M | -4.36% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $131.0M 4.61% | -$2.5M Sold | — 1.7M shares | 1.7M → 1.7M −$2.5M | -1.86% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $91.0M 3.2% | -$431.3K Sold | — 305.7K shares | 307.2K → 305.7K −$431.3K | -0.47% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $79.1M 2.78% | -$992.4K Sold | — 131.7K shares | 133.4K → 131.7K −$992.4K | -1.24% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $67.8M 2.39% | +$1.1M Bought | — 1.1M shares | 1.1M → 1.1M +$1.1M | +1.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $66.9M 2.35% | +$2.0M Bought | — 667.1K shares | 647.3K → 667.1K +$2.0M | +3.06% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $50.6M 1.78% | -$5.3M Sold | — 75.5K shares | 83.4K → 75.5K −$5.3M | -9.43% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $49.7M 1.75% | +$89.1K Bought | — 532.0K shares | 531.0K → 532.0K +$89.1K | +0.18% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $44.1M 1.55% | -$1.1M Sold | 0.001% 236.4K shares | 242.1K → 236.4K −$1.1M | -2.38% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $36.6M 1.29% | -$737.4K Sold | 0.001% 143.8K shares | 146.7K → 143.8K −$737.4K | -1.97% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $34.6M 1.22% | -$493.6K Sold | 0.001% 66.8K shares | 67.8K → 66.8K −$493.6K | -1.41% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $27.6M 0.972% | -$823.1K Sold | 0.001% 113.5K shares | 116.9K → 113.5K −$823.1K | -2.9% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $27.3M 0.961% | -$658.7K Sold | 0.001% 124.2K shares | 127.2K → 124.2K −$658.7K | -2.36% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $25.1M 0.882% | -$1.6M Sold | 0.003% 79.4K shares | 84.7K → 79.4K −$1.6M | -6.17% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $24.9M 0.877% | -$512.6K Sold | 0.001% 33.9K shares | 34.6K → 33.9K −$512.6K | -2.02% | $1.84T Mega Cap | Q3 2013 Held for 12y 2m | |
ETF ETF | $23.5M 0.827% | -$1.2M Sold | — 161.3K shares | 169.4K → 161.3K −$1.2M | -4.75% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.6M 0.692% | -$223.6K Sold | — 327.9K shares | 331.7K → 327.9K −$223.6K | -1.12% | — — | Q4 2018 Held for 6y 11m | |
Medical - Healthcare Information Services Healthcare | $17.6M 0.619% | — | 0.128% 240.3K shares | — | — | $13.7B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $16.6M 0.584% | -$1.1M Sold | 0.003% 48.6K shares | 51.8K → 48.6K −$1.1M | -6.08% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $16.0M 0.562% | -$34.6M Sold | — 314.6K shares | 995.9K → 314.6K −$34.6M | -68.41% | — — | Q2 2018 Held for 7y 5m | |
Medical - Healthcare Information Services Healthcare | $15.8M 0.555% | — | 0.032% 52.9K shares | — | — | $48.8B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $15.3M 0.539% | +$1.1M Bought | — 157.7K shares | 145.9K → 157.7K +$1.1M | +8.03% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $14.3M 0.505% | +$5.7M Bought | — 282.6K shares | 170.6K → 282.6K +$5.7M | +65.64% | — — | Q2 2018 Held for 7y 5m | |
Insurance - Diversified Financial Services | $14.3M 0.505% | — | 0.001% 19.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $14.3M 0.502% | +$5.7M Bought | — 286.1K shares | 172.1K → 286.1K +$5.7M | +66.19% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $13.6M 0.479% | -$123.1K Sold | — 301.5K shares | 304.2K → 301.5K −$123.1K | -0.9% | — — | Q2 2020 Held for 5y 5m | |
Apparel - Retail Consumer Cyclical | $12.5M 0.441% | -$565.6K Sold | 0.008% 86.7K shares | 90.6K → 86.7K −$565.6K | -4.32% | $160.86B Large Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $12.1M 0.425% | -$2.1M Sold | 0.01% 44.4K shares | 52.2K → 44.4K −$2.1M | -14.99% | $116.19B Large Cap | Q1 2023 Held for 2y 8m | |
Industrial - Machinery Industrials | $11.9M 0.42% | -$242.6K Sold | 0.012% 15.7K shares | 16.0K → 15.7K −$242.6K | -2.0% | $95.9B Large Cap | Q2 2017 Held for 8y 5m | |
Semiconductors Technology | $11.8M 0.416% | -$442.7K Sold | 0.001% 35.8K shares | 37.2K → 35.8K −$442.7K | -3.61% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.7M 0.413% | +$343.0K Bought | — 126.0K shares | 122.3K → 126.0K +$343.0K | +3.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.8M 0.38% | — | — 136.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $10.8M 0.379% | +$553.7K Bought | 0.044% 130.3K shares | 123.6K → 130.3K +$553.7K | +5.43% | $24.7B Large Cap | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $10.5M 0.371% | -$381.3K Sold | 0.006% 9.0K shares | 9.4K → 9.0K −$381.3K | -3.49% | $180.54B Large Cap | Q1 2017 Held for 8y 8m | |
Financial - Data & Stock Exchanges Financial Services | $10.3M 0.363% | -$255.1K Sold | 0.011% 38.1K shares | 39.1K → 38.1K −$255.1K | -2.42% | $97.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $9.7M 0.343% | -$71.6K Sold | 0.003% 62.7K shares | 63.2K → 62.7K −$71.6K | -0.73% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $9.3M 0.326% | -$241.7K Sold | 0.014% 29.2K shares | 29.9K → 29.2K −$241.7K | -2.54% | $67.7B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.2M 0.325% | -$301.3K Sold | — 36.3K shares | 37.5K → 36.3K −$301.3K | -3.16% | — — | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $9.2M 0.323% | -$312.6K Sold | 0.002% 49.5K shares | 51.2K → 49.5K −$312.6K | -3.3% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $8.8M 0.311% | -$271.4K Sold | 0.011% 32.2K shares | 33.2K → 32.2K −$271.4K | -2.98% | $77.7B Large Cap | Q3 2017 Held for 8y 2m | |
Medical - Devices Healthcare | $8.6M 0.303% | -$220.0K Sold | 0.006% 23.3K shares | 23.9K → 23.3K −$220.0K | -2.49% | $141.33B Large Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $8.5M 0.301% | -$280.0K Sold | 0.006% 42.0K shares | 43.3K → 42.0K −$280.0K | -3.17% | $137.82B Large Cap | Q3 2023 Held for 2y 2m | |
Auto - Manufacturers Consumer Cyclical | $8.2M 0.29% | -$672.0K Sold | 0.001% 18.5K shares | 20.0K → 18.5K −$672.0K | -7.54% | $1.48T Mega Cap | Q2 2020 Held for 5y 5m | |
Household & Personal Products Consumer Defensive | $8.2M 0.288% | -$185.1K Sold | 0.002% 53.1K shares | 54.3K → 53.1K −$185.1K | -2.22% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |
