Sand Hill Global Advisors, LLC Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$1.1T

Holdings

118

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
1,003,662$258.7B24.56%
2
VOOVANGUARD INDEX FDS
392,688$93.0B8.83%
3
EFAISHARES TR
1,659,562$88.7B8.42%
4
IWMISHARES TR
719,003$82.3B7.81%
5
VWOVANGUARD INTL EQUITY INDEX F
2,170,156$72.8B6.91%
6
VNQVANGUARD INDEX FDS
620,532$43.3B4.12%
7
XLKSELECT SECTOR SPDR TR
449,076$36.1B3.43%
8
OEFISHARES TR
206,609$24.5B2.33%
9
IVVISHARES TR
84,248$21.8B2.07%
10
ICSHISHARES TR
370,588$18.5B1.76%
11
AAPLAPPLE INC
56,324$14.3B1.36%
12
AMZNAMAZON COM INC
6,566$12.8B1.22%
13
JPSTJ P MORGAN EXCHANGE-TRADED F
249,848$12.4B1.18%
14
MSFTMICROSOFT CORP
73,063$11.5B1.09%
15
VVISA INC
69,991$11.3B1.07%
16
AGGISHARES TR
88,514$10.2B0.97%
17
NEARISHARES U S ETF TR
201,236$9.8B0.93%
18
GOOGLALPHABET INC
7,751$9.0B0.86%
19
METAFACEBOOK INC
48,157$8.0B0.76%
20
JNJJOHNSON & JOHNSON
52,773$6.9B0.66%
21
JPMJPMORGAN CHASE & CO
76,767$6.9B0.66%
22
CMECME GROUP INC
38,267$6.6B0.63%
23
INTCINTEL CORP
119,161$6.4B0.61%
24
WMWASTE MGMT INC DEL
68,675$6.4B0.60%
25
CRMSALESFORCE COM INC
42,125$6.1B0.58%
26
PGPROCTER & GAMBLE CO
55,013$6.1B0.57%
27
ABTABBOTT LABS
75,941$6.0B0.57%
28
DHRDANAHER CORPORATION
41,226$5.7B0.54%
29
VOVANGUARD INDEX FDS
41,750$5.5B0.52%
30
ECLECOLAB INC
35,209$5.5B0.52%
31
DISDISNEY WALT CO
56,378$5.4B0.52%
32
TAT&T INC
179,420$5.2B0.50%
33
SHWSHERWIN WILLIAMS CO
10,312$4.7B0.45%
34
HONHONEYWELL INTL INC
33,441$4.5B0.42%
35
MDLZMONDELEZ INTL INC
88,464$4.4B0.42%
36
PFEPFIZER INC
129,843$4.2B0.40%
37
FISFIDELITY NATL INFORMATION SV
34,062$4.1B0.39%
38
VTIVANGUARD INDEX FDS
32,126$4.1B0.39%
39
BLKCHFBLACKROCK INC
9,325$4.1B0.39%
40
CBCHUBB LIMITED
35,891$4.0B0.38%
41
UPSUNITED PARCEL SERVICE INC
42,483$4.0B0.38%
42
VBVANGUARD INDEX FDS
31,869$3.7B0.35%
43
CVSCVS HEALTH CORP
61,913$3.7B0.35%
44
CVXCHEVRON CORP NEW
47,614$3.5B0.33%
45
GILDGILEAD SCIENCES INC
45,822$3.4B0.33%
46
VUGVANGUARD INDEX FDS
21,505$3.4B0.32%
47
PHPARKER HANNIFIN CORP
25,934$3.4B0.32%
48
HSYHERSHEY CO
25,038$3.3B0.32%
49
PYPLPAYPAL HLDGS INC
33,857$3.2B0.31%
50
NVDANVIDIA CORP
12,188$3.2B0.31%
51
SCHWSCHWAB CHARLES CORP
93,838$3.2B0.30%
52
MMM3M CO
22,211$3.0B0.29%
53
MDYSPDR S&P MIDCAP 400 ETF TR
11,323$3.0B0.28%
54
IWVISHARES TR
19,183$2.8B0.27%
55
MRKMERCK & CO. INC
34,398$2.6B0.25%
56
MUBISHARES TR
22,731$2.6B0.24%
57
VEAVANGUARD TAX-MANAGED INTL FD
71,879$2.4B0.23%
58
GEGENERAL ELECTRIC CO
300,744$2.4B0.23%
59
KEYSKEYSIGHT TECHNOLOGIES INC
27,453$2.3B0.22%
60
IWOISHARES TR
14,059$2.2B0.21%
61
ACWXISHARES TR
58,458$2.2B0.21%
62
STZCONSTELLATION BRANDS INC
13,759$2.0B0.19%
63
VEUVANGUARD INTL EQUITY INDEX F
45,863$1.9B0.18%
64
SLYSPDR SER TR
35,630$1.7B0.16%
65
SPABSPDR SER TR
56,884$1.7B0.16%
66
XLVSELECT SECTOR SPDR TR
18,293$1.6B0.15%
67
IWBISHARES TR
11,345$1.6B0.15%
68
BACVERIZON COMMUNICATIONS INC
23,833$1.3B0.12%
69
DGDOLLAR GEN CORP NEW
8,479$1.3B0.12%
70
ACNACCENTURE PLC IRELAND
7,588$1.2B0.12%
71
COSTCOSTCO WHSL CORP NEW
4,283$1.2B0.12%
72
CSCOCISCO SYS INC
28,455$1.1B0.11%
73
RPAYREPAY HLDGS CORP
76,419$1.1B0.10%
74
IJHISHARES TR
7,406$1.1B0.10%
75
HDHOME DEPOT INC
5,557$1.0B0.10%
76
GOOGALPHABET INC
848$986.0M0.09%
77
UNHUNITEDHEALTH GROUP INC
3,925$979.0M0.09%
78
VIGVANGUARD SPECIALIZED FUNDS
7,767$803.0M0.08%
79
FISVFISERV INC
8,051$765.0M0.07%
80
VCSHVANGUARD SCOTTSDALE FDS
9,474$749.0M0.07%
81
BF/BBROWN FORMAN CORP
13,410$744.0M0.07%
82
PGRPROGRESSIVE CORP OHIO
9,840$727.0M0.07%
83
NDQINVESCO QQQ TR
3,491$665.0M0.06%
84
CLCOLGATE PALMOLIVE CO
9,676$642.0M0.06%
85
VXUSVANGUARD STAR FDS
14,830$622.0M0.06%
86
ORCLORACLE CORP
12,475$603.0M0.06%
87
ABBVABBVIE INC
7,246$552.0M0.05%
88
AIVLWISDOMTREE TR
8,022$518.0M0.05%
89
IWFISHARES TR
3,217$485.0M0.05%
90
VVVANGUARD INDEX FDS
3,741$443.0M0.04%
91
INTUINTUIT
1,873$431.0M0.04%
92
LQDISHARES TR
3,307$408.0M0.04%
93
FIVNFIVE9 INC
5,268$403.0M0.04%
94
BRK/BBERKSHIRE HATHAWAY INC DEL
2,119$387.0M0.04%
95
UNPUNION PAC CORP
2,735$386.0M0.04%
96
ESGDISHARES TR
6,962$370.0M0.04%
97
DJCODAILY JOURNAL CORP
1,613$368.0M0.03%
98
PEPPEPSICO INC
2,943$353.0M0.03%
99
VYMVANGUARD WHITEHALL FDS
4,802$340.0M0.03%
100
IBMINTERNATIONAL BUSINESS MACHS
2,907$322.0M0.03%
Page 1 of 2Next