Sand Hill Global Advisors, LLC Q2 2018 Filing

Filed August 10, 2018

Portfolio Value

$1.0T

Holdings

103

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (103 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
552,657$149.9B14.79%
2
EFAISHARES TR
1,357,163$90.9B8.96%
3
IWMISHARES TR
530,549$86.9B8.57%
4
VGKVANGUARD INTL EQUITY INDEX F
1,181,672$66.3B6.54%
5
IWDISHARES TR
437,522$53.1B5.24%
6
ICSHISHARES TR
1,018,814$51.1B5.04%
7
VWOVANGUARD INTL EQUITY INDEX F
940,009$39.7B3.91%
8
LVLNSPDR SERIES TRUST
610,027$37.2B3.67%
9
ROBOEXCHANGE TRADED CONCEPTS TR
896,896$35.9B3.54%
10
AGGISHARES TR
322,845$34.3B3.39%
11
IJHISHARES TR
159,373$31.0B3.06%
12
VNQVANGUARD INDEX FDS
379,525$30.9B3.05%
13
IVVISHARES TR
63,880$17.4B1.72%
14
AMZNAMAZON COM INC
8,518$14.5B1.43%
15
AAPLAPPLE INC
73,865$13.7B1.35%
16
VOOVANGUARD INDEX FDS
47,877$11.9B1.18%
17
OEFISHARES TR
98,493$11.8B1.16%
18
LQDISHARES TR
90,120$10.3B1.02%
19
VVISA INC
72,585$9.6B0.95%
20
GOOGLALPHABET INC
7,285$8.2B0.81%
21
MSFTMICROSOFT CORP
80,839$8.0B0.79%
22
JPMJPMORGAN CHASE & CO
68,751$7.2B0.71%
23
CMECME GROUP INC
40,744$6.7B0.66%
24
CRMSALESFORCE COM INC
47,208$6.4B0.64%
25
INTCINTEL CORP
128,541$6.4B0.63%
26
JNJJOHNSON & JOHNSON
52,191$6.3B0.62%
27
XOMEXXON MOBIL CORP
75,373$6.2B0.62%
28
MDYSPDR S&P MIDCAP 400 ETF TR
16,835$6.0B0.59%
29
DISDISNEY WALT CO
57,011$6.0B0.59%
30
CVXCHEVRON CORP NEW
46,217$5.8B0.58%
31
FRCBFIRST REP BK SAN FRANCISCO C
56,266$5.4B0.54%
32
SPABSPDR SERIES TRUST
191,768$5.3B0.53%
33
PFEPFIZER INC
143,065$5.2B0.51%
34
ECLECOLAB INC
36,833$5.2B0.51%
35
GILDGILEAD SCIENCES INC
72,330$5.1B0.51%
36
PGPROCTER AND GAMBLE CO
64,021$5.0B0.49%
37
SHWSHERWIN WILLIAMS CO
11,775$4.8B0.47%
38
MMM3M CO
24,375$4.8B0.47%
39
VFCV F CORP
58,013$4.7B0.47%
40
ABTABBOTT LABS
75,826$4.6B0.46%
41
AMTAMERICAN TOWER CORP NEW
31,966$4.6B0.45%
42
NWLNEWELL BRANDS INC
174,796$4.5B0.44%
43
SCHWSCHWAB CHARLES CORP NEW
87,774$4.5B0.44%
44
HONHONEYWELL INTL INC
30,860$4.4B0.44%
45
UPSUNITED PARCEL SERVICE INC
40,814$4.3B0.43%
46
MDLZMONDELEZ INTL INC
105,637$4.3B0.43%
47
PHPARKER HANNIFIN CORP
27,097$4.2B0.42%
48
TAT&T INC
131,396$4.2B0.42%
49
SLBSCHLUMBERGER LTD
62,831$4.2B0.42%
50
BLKCHFBLACKROCK INC
8,308$4.1B0.41%
51
DHRDANAHER CORP DEL
41,984$4.1B0.41%
52
HSYHERSHEY CO
34,366$3.2B0.32%
53
IWOISHARES TR
15,603$3.2B0.31%
54
CXOEURCONCHO RES INC
22,899$3.2B0.31%
55
WMWASTE MGMT INC DEL
37,642$3.1B0.30%
56
NEARISHARES US ETF TR
55,360$2.8B0.27%
57
COTYCOTY INC
196,898$2.8B0.27%
58
VTIVANGUARD INDEX FDS
18,267$2.6B0.25%
59
ALLERGAN PLC
13,000$2.2B0.21%
60
JPSTJP MORGAN EXCHANGE TRADED FD
40,366$2.0B0.20%
61
XLVSELECT SECTOR SPDR TR
16,820$1.4B0.14%
62
GOOGALPHABET INC
1,124$1.3B0.12%
63
DJCODAILY JOURNAL CORP
4,413$1.0B0.10%
64
WFCWELLS FARGO CO NEW
17,891$992.0M0.10%
65
IWBISHARES TR
6,419$976.0M0.10%
66
NVDANVIDIA CORP
3,778$895.0M0.09%
67
COSTCOSTCO WHSL CORP NEW
4,206$879.0M0.09%
68
BABOEING CO
2,449$822.0M0.08%
69
ISRGINTUITIVE SURGICAL INC
1,626$778.0M0.08%
70
AIVLWISDOMTREE TR
8,923$775.0M0.08%
71
IBMINTERNATIONAL BUSINESS MACHS
4,633$647.0M0.06%
72
EXREXTRA SPACE STORAGE INC
6,471$646.0M0.06%
73
CSCOCISCO SYS INC
12,910$556.0M0.05%
74
METAFACEBOOK INC
2,729$530.0M0.05%
75
VYMVANGUARD WHITEHALL FDS INC
6,092$506.0M0.05%
76
VIGVANGUARD GROUP
4,946$503.0M0.05%
77
HDHOME DEPOT INC
2,394$467.0M0.05%
78
VNOVORNADO RLTY TR
6,295$465.0M0.05%
79
SLG2EURSL GREEN RLTY CORP
4,369$439.0M0.04%
80
UTXZUNITED TECHNOLOGIES CORP
3,196$400.0M0.04%
81
XLKSELECT SECTOR SPDR TR
5,627$391.0M0.04%
82
IJRISHARES TR
4,621$386.0M0.04%
83
ACCUSDAMERICAN CAMPUS CMNTYS INC
8,866$380.0M0.04%
84
UNPUNION PAC CORP
2,598$368.0M0.04%
85
AFLAFLAC INC
8,000$344.0M0.03%
86
VENVENTAS INC
5,555$316.0M0.03%
87
AVBAVALONBAY CMNTYS INC
1,831$315.0M0.03%
88
DEDEERE & CO
2,115$296.0M0.03%
89
INTUINTUIT
1,425$291.0M0.03%
90
ABBVABBVIE INC
3,100$287.0M0.03%
91
BRK-BBERKSHIRE HATHAWAY INC DEL
64$282.0M0.03%
92
IWNISHARES TR
2,123$280.0M0.03%
93
SYYSYSCO CORP
4,000$273.0M0.03%
94
BRK/BBERKSHIRE HATHAWAY INC DEL
1,358$253.0M0.02%
95
BACVERIZON COMMUNICATIONS INC
4,776$240.0M0.02%
96
MCDMCDONALDS CORP
1,512$237.0M0.02%
97
AMGNAMGEN INC
1,285$237.0M0.02%
98
ADSKAUTODESK INC
1,755$230.0M0.02%
99
BMYBRISTOL MYERS SQUIBB CO
4,084$226.0M0.02%
100
CATCATERPILLAR INC DEL
1,645$223.0M0.02%
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