Sand Hill Global Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.7T
Holdings
202
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (202 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VOTVANGUARD INDEX FDS | 6,691 | $1.9B | 0.07% | |
| 102 | NFLXNETFLIX INC | 1,286 | $1.7B | 0.06% | |
| 103 | XOMEXXON MOBIL CORP | 15,544 | $1.7B | 0.06% | |
| 104 | XLVSELECT SECTOR SPDR TR | 12,315 | $1.7B | 0.06% | |
| 105 | VIGVANGUARD SPECIALIZED FUNDS | 8,071 | $1.7B | 0.06% | |
| 106 | JMUBJ P MORGAN EXCHANGE TRADED F | 32,623 | $1.6B | 0.06% | |
| 107 | VEUVANGUARD INTL EQUITY INDEX F | 24,058 | $1.6B | 0.06% | |
| 108 | XLKSELECT SECTOR SPDR TR | 6,209 | $1.6B | 0.06% | |
| 109 | IUSGISHARES TR | 10,409 | $1.6B | 0.06% | |
| 110 | MAMASTERCARD INCORPORATED | 2,697 | $1.5B | 0.06% | |
| 111 | LRCXLAM RESEARCH CORP | 15,260 | $1.5B | 0.06% | |
| 112 | ABBVABBVIE INC | 7,100 | $1.3B | 0.05% | |
| 113 | LDURPIMCO ETF TR | 12,966 | $1.2B | 0.05% | |
| 114 | UBERUBER TECHNOLOGIES INC | 13,164 | $1.2B | 0.05% | |
| 115 | OEFISHARES TR | 3,706 | $1.1B | 0.04% | |
| 116 | AMATAPPLIED MATLS INC | 6,113 | $1.1B | 0.04% | |
| 117 | IWFISHARES TR | 2,630 | $1.1B | 0.04% | |
| 118 | VGSHVANGUARD SCOTTSDALE FDS | 18,818 | $1.1B | 0.04% | |
| 119 | PLTRPALANTIR TECHNOLOGIES INC | 7,843 | $1.1B | 0.04% | |
| 120 | IEMGISHARES INC | 17,323 | $1.0B | 0.04% | |
| 121 | ORCLORACLE CORP | 4,704 | $1.0B | 0.04% | |
| 122 | DFACDIMENSIONAL ETF TRUST | 26,985 | $967.1M | 0.04% | |
| 123 | SCHDSCHWAB STRATEGIC TR | 33,073 | $876.4M | 0.03% | |
| 124 | IBMINTERNATIONAL BUSINESS MACHS | 2,840 | $837.2M | 0.03% | |
| 125 | GQ9SPDR GOLD TR | 2,738 | $834.6M | 0.03% | |
| 126 | IUSVISHARES TR | 8,767 | $829.6M | 0.03% | |
| 127 | VTECVANGUARD CALIF TAX FREE FDS | 8,451 | $824.9M | 0.03% | |
| 128 | NUNU HLDGS LTD | 58,794 | $806.7M | 0.03% | |
| 129 | CSCOCISCO SYS INC | 11,358 | $788.0M | 0.03% | |
| 130 | LOWLOWES COS INC | 3,526 | $782.3M | 0.03% | |
| 131 | AFLAFLAC INC | 7,353 | $775.4M | 0.03% | |
| 132 | SCHCSCHWAB STRATEGIC TR | 18,062 | $769.3M | 0.03% | |
| 133 | SCHESCHWAB STRATEGIC TR | 23,792 | $717.1M | 0.03% | |
| 134 | ADPAUTOMATIC DATA PROCESSING IN | 2,275 | $701.6M | 0.03% | |
| 135 | UNHUNITEDHEALTH GROUP INC | 2,163 | $674.9M | 0.03% | |
| 136 | AXPAMERICAN EXPRESS CO | 2,072 | $660.9M | 0.02% | |
| 137 | FNDXSCHWAB STRATEGIC TR | 25,367 | $622.5M | 0.02% | |
| 138 | MCDMCDONALDS CORP | 2,037 | $595.1M | 0.02% | |
| 139 | BILLBILL HOLDINGS INC | 12,608 | $583.2M | 0.02% | |
| 140 | AQLTISHARES TR | 6,872 | $573.7M | 0.02% | |
| 141 | IWDISHARES TR | 2,816 | $547.0M | 0.02% | |
| 142 | COURCOURSERA INC | 61,988 | $543.0M | 0.02% | |
| 143 | KOCOCA COLA CO | 7,548 | $534.0M | 0.02% | |
| 144 | SCHWSCHWAB CHARLES CORP | 5,748 | $524.4M | 0.02% | |
| 145 | CGMUCAPITAL GRP FIXED INCM ETF T | 19,141 | $510.9M | 0.02% | |
| 146 | BMOBANK MONTREAL QUE | 4,569 | $505.5M | 0.02% | |
| 147 | UNPUNION PAC CORP | 2,192 | $504.3M | 0.02% | |
| 148 | GEGE AEROSPACE | 1,817 | $467.7M | 0.02% | |
| 149 | DFATDIMENSIONAL ETF TRUST | 8,652 | $466.9M | 0.02% | |
| 150 | SPSMSPDR SERIES TRUST | 10,925 | $465.4M | 0.02% | |
| 151 | RTXRTX CORPORATION | 3,166 | $462.3M | 0.02% | |
| 152 | PEPPEPSICO INC | 3,429 | $452.8M | 0.02% | |
| 153 | NUDMNUSHARES ETF TR | 11,970 | $424.8M | 0.02% | |
| 154 | IAU*ISHARES GOLD TR | 6,669 | $415.9M | 0.02% | |
| 155 | SCZISHARES TR | 5,623 | $408.7M | 0.02% | |
| 156 | MMM3M CO | 2,684 | $408.6M | 0.02% | |
| 157 | WFCWELLS FARGO CO NEW | 4,997 | $400.4M | 0.01% | |
| 158 | AQLTISHARES TR | 16,855 | $387.3M | 0.01% | |
| 159 | SUSAISHARES TR | 3,038 | $385.1M | 0.01% | |
| 160 | LINLINDE PLC | 792 | $371.6M | 0.01% | |
| 161 | 4I1PHILIP MORRIS INTL INC | 1,957 | $356.4M | 0.01% | |
| 162 | SPGIS&P GLOBAL INC | 632 | $333.2M | 0.01% | |
| 163 | IJSISHARES TR | 3,314 | $329.7M | 0.01% | |
| 164 | BUFRFIRST TR EXCHNG TRADED FD VI | 10,061 | $319.9M | 0.01% | |
| 165 | VTEBVANGUARD MUN BD FDS | 6,461 | $316.8M | 0.01% | |
| 166 | KKRKKR & CO INC | 2,381 | $316.7M | 0.01% | |
| 167 | CARTMAPLEBEAR INC | 6,965 | $315.1M | 0.01% | |
| 168 | RSPINVESCO EXCHANGE TRADED FD T | 1,726 | $313.6M | 0.01% | |
| 169 | IJRISHARES TR | 2,807 | $306.8M | 0.01% | |
| 170 | MLMMARTIN MARIETTA MATLS INC | 553 | $303.6M | 0.01% | |
| 171 | GILDGILEAD SCIENCES INC | 2,731 | $302.8M | 0.01% | |
| 172 | CATCATERPILLAR INC | 779 | $302.4M | 0.01% | |
| 173 | EMBISHARES TR | 3,097 | $286.8M | 0.01% | |
| 174 | HTGCHERCULES CAPITAL INC | 15,503 | $283.4M | 0.01% | |
| 175 | APOAPOLLO GLOBAL MGMT INC | 1,985 | $281.6M | 0.01% | |
| 176 | TXNTEXAS INSTRS INC | 1,336 | $277.4M | 0.01% | |
| 177 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,215 | $275.2M | 0.01% | |
| 178 | FICOFAIR ISAAC CORP | 150 | $274.2M | 0.01% | |
| 179 | FEXFIRST TR EXCHANGE-TRADED ALP | 2,450 | $269.4M | 0.01% | |
| 180 | JJACOBS SOLUTIONS INC | 2,044 | $268.7M | 0.01% | |
| 181 | VGTVANGUARD WORLD FD | 401 | $266.0M | 0.01% | |
| 182 | SBUXSTARBUCKS CORP | 2,874 | $263.3M | 0.01% | |
| 183 | QQQMINVESCO EXCH TRADED FD TR II | 1,157 | $262.8M | 0.01% | |
| 184 | NYTNEW YORK TIMES CO | 4,417 | $247.3M | 0.01% | |
| 185 | GSGOLDMAN SACHS GROUP INC | 349 | $247.0M | 0.01% | |
| 186 | DUKDUKE ENERGY CORP NEW | 2,074 | $244.7M | 0.01% | |
| 187 | MRKMERCK & CO INC | 2,910 | $230.4M | 0.01% | |
| 188 | NVONOVO-NORDISK A S | 3,287 | $226.9M | 0.01% | |
| 189 | FASTFASTENAL CO | 5,316 | $223.3M | 0.01% | |
| 190 | BNDVANGUARD BD INDEX FDS | 2,985 | $219.8M | 0.01% | |
| 191 | NEENEXTERA ENERGY INC | 3,127 | $217.1M | 0.01% | |
| 192 | FNDASCHWAB STRATEGIC TR | 7,559 | $216.6M | 0.01% | |
| 193 | GEVGE VERNOVA INC | 409 | $216.4M | 0.01% | |
| 194 | VXUSVANGUARD STAR FDS | 2,964 | $204.8M | 0.01% | |
| 195 | IATISHARES TR | 4,090 | $202.7M | 0.01% | |
| 196 | MCOMOODYS CORP | 403 | $202.1M | 0.01% | |
| 197 | AMGNAMGEN INC | 720 | $201.0M | 0.01% | |
| 198 | OREALTY INCOME CORP | 3,482 | $200.6M | 0.01% | |
| 199 | CDECOEUR MNG INC | 19,000 | $168.3M | 0.01% | |
| 200 | BGCBGC GROUP INC | 11,567 | $118.3M | 0.00% |