Sand Hill Global Advisors, LLC Q1 2018 Filing

Filed May 10, 2018

Portfolio Value

$103.6B

Holdings

77

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (77 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
56,205$14.8B14.28%
2
EFAISHARES TR
129,479$9.0B8.71%
3
IWDISHARES TR
62,918$7.5B7.29%
4
IWMISHARES TR
47,772$7.3B7.00%
5
VGKVANGUARD INTL EQUITY INDEX F
95,606$5.6B5.37%
6
LVLNSPDR SERIES TRUST
61,721$3.7B3.60%
7
AAPLAPPLE INC
19,942$3.3B3.23%
8
VWOVANGUARD INTL EQUITY INDEX F
69,876$3.3B3.17%
9
VNQVANGUARD INDEX FDS
40,462$3.1B2.95%
10
ROBOEXCHANGE TRADED CONCEPTS TR
70,008$2.9B2.83%
11
XLESELECT SECTOR SPDR TR
41,219$2.8B2.68%
12
IJHISHARES TR
14,272$2.7B2.58%
13
AGGISHARES TR
17,190$1.8B1.78%
14
DISDISNEY WALT CO
14,367$1.4B1.39%
15
MSFTMICROSOFT CORP
14,248$1.3B1.26%
16
DJCODAILY JOURNAL CORP
5,213$1.2B1.15%
17
OEFISHARES TR
9,725$1.1B1.09%
18
AMZNAMAZON COM INC
728$1.1B1.02%
19
MMM3M CO
4,446$976.0M0.94%
20
JNJJOHNSON & JOHNSON
7,452$955.0M0.92%
21
XOMEXXON MOBIL CORP
12,687$947.0M0.91%
22
IWBISHARES TR
6,419$943.0M0.91%
23
WFCWELLS FARGO CO NEW
17,796$933.0M0.90%
24
CVXCHEVRON CORP NEW
8,136$928.0M0.90%
25
COSTCOSTCO WHSL CORP NEW
4,898$923.0M0.89%
26
NVDANVIDIA CORP
3,778$875.0M0.84%
27
GOOGLALPHABET INC
771$800.0M0.77%
28
PFEPFIZER INC
20,888$741.0M0.72%
29
INTCINTEL CORP
14,148$737.0M0.71%
30
SCHWSCHWAB CHARLES CORP NEW
12,933$675.0M0.65%
31
TAT&T INC
18,726$668.0M0.65%
32
ABTABBOTT LABS
11,006$659.0M0.64%
33
ECLECOLAB INC
4,697$644.0M0.62%
34
BABOEING CO
1,930$633.0M0.61%
35
CRMSALESFORCE COM INC
5,067$589.0M0.57%
36
PGPROCTER AND GAMBLE CO
7,403$587.0M0.57%
37
SBUXSTARBUCKS CORP
10,021$580.0M0.56%
38
VVISA INC
4,748$568.0M0.55%
39
NWLNEWELL BRANDS INC
21,981$560.0M0.54%
40
VFCV F CORP
7,554$560.0M0.54%
41
JPMJPMORGAN CHASE & CO
4,905$539.0M0.52%
42
LQDISHARES TR
4,472$525.0M0.51%
43
DHRDANAHER CORP DEL
5,269$516.0M0.50%
44
VIGVANGUARD GROUP
4,946$500.0M0.48%
45
CMECME GROUP INC
3,066$496.0M0.48%
46
GILDGILEAD SCIENCES INC
6,397$482.0M0.47%
47
FRCBFIRST REP BK SAN FRANCISCO C
5,197$481.0M0.46%
48
AMTAMERICAN TOWER CORP NEW
3,162$460.0M0.44%
49
SLBSCHLUMBERGER LTD
6,964$451.0M0.44%
50
ABBVABBVIE INC
4,708$446.0M0.43%
51
MDLZMONDELEZ INTL INC
10,646$444.0M0.43%
52
UNPUNION PAC CORP
3,227$434.0M0.42%
53
AFLAFLAC INC
9,122$399.0M0.39%
54
UPSUNITED PARCEL SERVICE INC
3,789$397.0M0.38%
55
SHWSHERWIN WILLIAMS CO
998$391.0M0.38%
56
BLKCHFBLACKROCK INC
721$391.0M0.38%
57
HONHONEYWELL INTL INC
2,646$382.0M0.37%
58
DEDEERE & CO
2,400$373.0M0.36%
59
RYDEX ETF TRUST
3,673$365.0M0.35%
60
PHPARKER HANNIFIN CORP
2,119$362.0M0.35%
61
HSYHERSHEY CO
3,243$321.0M0.31%
62
GOOGALPHABET INC
308$318.0M0.31%
63
COTYCOTY INC
17,045$312.0M0.30%
64
CXOEURCONCHO RES INC
2,052$308.0M0.30%
65
IVVISHARES TR
1,119$297.0M0.29%
66
CSCOCISCO SYS INC
6,915$297.0M0.29%
67
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
3,328$268.0M0.26%
68
METAFACEBOOK INC
1,591$254.0M0.25%
69
SYYSYSCO CORP
4,000$240.0M0.23%
70
IJRISHARES TR
3,081$237.0M0.23%
71
MCDMCDONALDS CORP
1,500$235.0M0.23%
72
ALLERGAN PLC
1,379$232.0M0.22%
73
IBMINTERNATIONAL BUSINESS MACHS
1,502$230.0M0.22%
74
BRK/BBERKSHIRE HATHAWAY INC DEL
1,028$205.0M0.20%
75
ADSKAUTODESK INC
1,608$202.0M0.20%
76
JECUSDJACOBS ENGR GROUP INC DEL
3,382$200.0M0.19%
77
HTDCORCEPT THERAPEUTICS INC
10,000$165.0M0.16%