Sand Hill Global Advisors, LLC Q2 2017 Filing

Filed August 10, 2017

Portfolio Value

$877.9B

Holdings

108

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
546,466$132.1B15.05%
2
EFAISHARES TR
1,287,525$83.9B9.56%
3
IWDISHARES TR
637,285$74.2B8.45%
4
IJHISHARES TR
292,059$50.8B5.79%
5
VWOVANGUARD INTL EQUITY INDEX F
986,591$40.3B4.59%
6
XLKSELECT SECTOR SPDR TR
659,429$36.1B4.11%
7
VGKVANGUARD INTL EQUITY INDEX F
596,035$32.9B3.74%
8
LVLNSPDR SERIES TRUST
562,304$30.9B3.52%
9
XLESELECT SECTOR SPDR TR
452,080$29.3B3.34%
10
VNQVANGUARD INDEX FDS
313,383$26.1B2.97%
11
AGGISHARES TR
209,299$22.9B2.61%
12
IVVISHARES TR
80,188$19.5B2.22%
13
TIPISHARES TR
104,417$11.8B1.35%
14
VOOVANGUARD INDEX FDS
51,143$11.4B1.29%
15
AAPLAPPLE INC
78,572$11.3B1.29%
16
OEFISHARES TR
99,079$10.6B1.21%
17
COUPEURCOUPA SOFTWARE INC
360,788$10.5B1.19%
18
LQDISHARES TR
81,429$9.8B1.12%
19
AMZNAMAZON COM INC
9,548$9.2B1.05%
20
MDYSPDR S&P MIDCAP 400 ETF TR
25,555$8.1B0.92%
21
METAFACEBOOK INC
50,005$7.5B0.86%
22
VVISA INC
76,789$7.2B0.82%
23
GOOGLALPHABET INC
7,680$7.1B0.81%
24
JNJJOHNSON & JOHNSON
52,399$6.9B0.79%
25
JPMJPMORGAN CHASE & CO
69,330$6.3B0.72%
26
DISDISNEY WALT CO
57,299$6.1B0.69%
27
SCHWSCHWAB CHARLES CORP NEW
141,559$6.1B0.69%
28
XOMEXXON MOBIL CORP
73,259$5.9B0.67%
29
FRCBFIRST REP BK SAN FRANCISCO C
58,966$5.9B0.67%
30
MSFTMICROSOFT CORP
80,167$5.5B0.63%
31
GILDGILEAD SCIENCES INC
77,117$5.5B0.62%
32
CMECME GROUP INC
43,174$5.4B0.62%
33
PGPROCTER AND GAMBLE CO
61,126$5.3B0.61%
34
NKENIKE INC
90,014$5.3B0.60%
35
MMM3M CO
24,456$5.1B0.58%
36
WHOLE FOODS MKT INC
117,910$5.0B0.57%
37
GEGENERAL ELECTRIC CO
182,904$4.9B0.56%
38
CVXCHEVRON CORP NEW
45,595$4.8B0.54%
39
TAT&T INC
119,241$4.5B0.51%
40
INTCINTEL CORP
133,269$4.5B0.51%
41
PFEPFIZER INC
133,798$4.5B0.51%
42
CRMSALESFORCE COM INC
51,374$4.4B0.51%
43
SHWSHERWIN WILLIAMS CO
12,376$4.3B0.49%
44
IJKISHARES TR
22,050$4.3B0.49%
45
UPSUNITED PARCEL SERVICE INC
37,981$4.2B0.48%
46
PHPARKER HANNIFIN CORP
26,240$4.2B0.48%
47
HONHONEYWELL INTL INC
31,054$4.1B0.47%
48
SLBSCHLUMBERGER LTD
62,529$4.1B0.47%
49
AMTAMERICAN TOWER CORP NEW
29,865$4.0B0.45%
50
LYBLYONDELLBASELL INDUSTRIES N
45,764$3.9B0.44%
51
COTYCOTY INC
204,577$3.8B0.44%
52
SPABSPDR SERIES TRUST
66,098$3.8B0.43%
53
ABTABBOTT LABS
76,219$3.7B0.42%
54
VFCV F CORP
62,865$3.6B0.41%
55
ALLERGAN PLC
14,810$3.6B0.41%
56
HSYHERSHEY CO
33,206$3.6B0.41%
57
BLKCHFBLACKROCK INC
8,155$3.4B0.39%
58
IWOISHARES TR
17,806$3.0B0.34%
59
CXOEURCONCHO RES INC
21,733$2.6B0.30%
60
VTIVANGUARD INDEX FDS
19,409$2.4B0.28%
61
DJCODAILY JOURNAL CORP
8,434$1.7B0.19%
62
XLVSELECT SECTOR SPDR TR
19,186$1.5B0.17%
63
GOOGALPHABET INC
1,444$1.3B0.15%
64
WFCWELLS FARGO CO NEW
20,034$1.1B0.13%
65
IWBISHARES TR
7,920$1.1B0.12%
66
ORCLORACLE CORP
20,463$1.0B0.12%
67
IWFISHARES TR
7,958$947.0M0.11%
68
VYMVANGUARD WHITEHALL FDS INC
10,436$816.0M0.09%
69
AIVLWISDOMTREE TR
9,018$742.0M0.08%
70
NVDANVIDIA CORP
5,000$723.0M0.08%
71
BABOEING CO
3,611$714.0M0.08%
72
COSTCOSTCO WHSL CORP NEW
4,416$706.0M0.08%
73
EXREXTRA SPACE STORAGE INC
8,998$702.0M0.08%
74
SLG2EURSL GREEN RLTY CORP
6,354$672.0M0.08%
75
IBMINTERNATIONAL BUSINESS MACHS
4,343$668.0M0.08%
76
NEARISHARES U S ETF TR
12,444$626.0M0.07%
77
ACCUSDAMERICAN CAMPUS CMNTYS INC
13,129$621.0M0.07%
78
VNOVORNADO RLTY TR
6,259$588.0M0.07%
79
VIGVANGUARD SPECIALIZED PORTFOL
5,543$514.0M0.06%
80
ISRGINTUITIVE SURGICAL INC
534$499.0M0.06%
81
DEDEERE & CO
4,000$494.0M0.06%
82
IJRISHARES TR
6,126$429.0M0.05%
83
VENVENTAS INC
5,505$382.0M0.04%
84
UTXZUNITED TECHNOLOGIES CORP
2,998$366.0M0.04%
85
HDHOME DEPOT INC
2,306$354.0M0.04%
86
AVBAVALONBAY CMNTYS INC
1,815$349.0M0.04%
87
CSCOCISCO SYS INC
11,038$345.0M0.04%
88
BRK/BBERKSHIRE HATHAWAY INC DEL
1,973$334.0M0.04%
89
OREALTY INCOME CORP
5,982$330.0M0.04%
90
PCGPG&E CORP
4,835$321.0M0.04%
91
BMYBRISTOL MYERS SQUIBB CO
5,742$320.0M0.04%
92
AFLAFLAC INC
4,000$311.0M0.04%
93
UNPUNION PAC CORP
2,848$310.0M0.04%
94
CWTCALIFORNIA WTR SVC GROUP
8,000$294.0M0.03%
95
IWNISHARES TR
2,451$291.0M0.03%
96
CATCATERPILLAR INC DEL
2,540$273.0M0.03%
97
INTUINTUIT
1,980$263.0M0.03%
98
SDYSPDR SERIES TRUST
2,944$262.0M0.03%
99
IWMISHARES TR
1,861$262.0M0.03%
100
FDXFEDEX CORP
1,200$261.0M0.03%
Page 1 of 2Next