Sand Hill Global Advisors, LLC

CIK: 1009209SEC EDGAR →

Portfolio Value

$1.5T

Holdings

204

As of

Q1 2026

New Positions

204

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

3,020,430$293.4B
19.81%
2

VANGUARD INTL EQUITY INDEX F

3,228,121$174.5B
11.78%
3

ISHARES TR

2,349,194$158.6B
10.71%
4

VANGUARD INDEX FDS

1,741,408$154.5B
10.43%
5

SPDR SERIES TRUST

1,843,291$141.1B
9.53%
6

PIMCO ETF TR

1,065,087$98.3B
6.64%
7

ISHARES TR

1,290,721$88.4B
5.97%
8

VANGUARD SCOTTSDALE FDS

1,271,182$75.7B
5.11%
9

ISHARES TR

660,811$65.6B
4.43%
10

ISHARES TR

472,402$22.2B
1.50%

Sector Breakdown

Sector# HoldingsValue%
Financial Services100$1.5T98.7%
Communication Services7$11.2B0.8%
Unknown12$2.6B0.2%
Technology23$1.5B0.1%
Consumer Cyclical12$1.4B0.1%
Consumer Defensive6$975.0M0.1%
Healthcare14$460.7M0.0%
Industrials15$319.1M0.0%
Utilities5$310.0M0.0%
Real Estate3$228.9M0.0%
Energy4$21.9M0.0%
Basic Materials3$14.3M0.0%