Sand Hill Global Advisors, LLC Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$1.1T

Holdings

128

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
732,134$217.3B20.38%
2
ICSHISHARES TR
2,632,158$132.6B12.44%
3
EFAISHARES TR
1,404,222$91.6B8.59%
4
IWMISHARES TR
463,440$70.1B6.58%
5
VOOVANGUARD INDEX FDS
194,991$53.2B4.99%
6
VWOVANGUARD INTL EQUITY INDEX F
1,138,797$45.8B4.30%
7
GILDGILEAD SCIENCES INC
638,995$40.5B3.80%
8
VNQVANGUARD INDEX FDS
385,935$36.0B3.38%
9
OEFISHARES TR
182,079$23.9B2.25%
10
IVVISHARES TR
64,171$19.2B1.80%
11
VEAVANGUARD TAX MANAGED INTL FD
341,229$14.0B1.31%
12
JPSTJP MORGAN EXCHANGE TRADED FD
256,651$12.9B1.21%
13
VVISA INC
66,741$11.5B1.08%
14
AAPLAPPLE INC
49,196$11.0B1.03%
15
AMZNAMAZON COM INC
6,105$10.6B0.99%
16
MSFTMICROSOFT CORP
74,322$10.3B0.97%
17
JPMJPMORGAN CHASE & CO
79,481$9.4B0.88%
18
GOOGLALPHABET INC
6,853$8.4B0.78%
19
METAFACEBOOK INC
44,582$7.9B0.74%
20
NEARISHARES US ETF TR
154,451$7.8B0.73%
21
CMECME GROUP INC
36,568$7.7B0.72%
22
VOVANGUARD INDEX FDS
41,750$7.0B0.66%
23
TAT&T INC
180,670$6.8B0.64%
24
DISDISNEY WALT CO
50,966$6.6B0.62%
25
PGPROCTER & GAMBLE CO
53,163$6.6B0.62%
26
ECLECOLAB INC
32,111$6.4B0.60%
27
JNJJOHNSON & JOHNSON
47,739$6.2B0.58%
28
INTCINTEL CORP
117,922$6.1B0.57%
29
CRMSALESFORCE COM INC
40,846$6.1B0.57%
30
CBCHUBB LIMITED
35,882$5.8B0.54%
31
HONHONEYWELL INTL INC
33,527$5.7B0.53%
32
ABTABBOTT LABS
66,208$5.5B0.52%
33
SHWSHERWIN WILLIAMS CO
10,017$5.5B0.52%
34
DHRDANAHER CORPORATION
37,548$5.4B0.51%
35
CVXCHEVRON CORP NEW
43,611$5.2B0.49%
36
VBVANGUARD INDEX FDS
33,038$5.1B0.48%
37
MDLZMONDELEZ INTL INC
89,655$5.0B0.47%
38
PFEPFIZER INC
130,367$4.7B0.44%
39
XOMEXXON MOBIL CORP
65,383$4.6B0.43%
40
UPSUNITED PARCEL SERVICE INC
37,915$4.5B0.43%
41
MUBISHARES TR
39,810$4.5B0.43%
42
PHPARKER HANNIFIN CORP
24,957$4.5B0.42%
43
VFCV F CORP
49,409$4.4B0.41%
44
HSYHERSHEY CO
26,942$4.2B0.39%
45
MDYSPDR S&P MIDCAP 400 ETF TR
11,667$4.1B0.39%
46
SPABSPDR SERIES TRUST
138,610$4.1B0.39%
47
WMWASTE MGMT INC DEL
35,230$4.1B0.38%
48
WYWEYERHAEUSER CO
143,655$4.0B0.37%
49
BLKCHFBLACKROCK INC
8,606$3.8B0.36%
50
SCHWTHE CHARLES SCHWAB CORPORATI
87,473$3.7B0.34%
51
MMM3M CO
21,657$3.6B0.33%
52
VUGVANGUARD INDEX FDS
21,376$3.6B0.33%
53
NOKNOKIA CORP
694,513$3.5B0.33%
54
SLYSPDR SERIES TRUST
46,634$3.1B0.29%
55
CVSCVS HEALTH CORP
49,628$3.1B0.29%
56
PYPLPAYPAL HLDGS INC
30,091$3.1B0.29%
57
IWOISHARES TR
14,830$2.9B0.27%
58
GEGENERAL ELECTRIC CO
316,141$2.8B0.27%
59
STZCONSTELLATION BRANDS INC
12,040$2.5B0.23%
60
AGGISHARES TR
21,897$2.5B0.23%
61
VTIVANGUARD INDEX FDS
11,530$1.7B0.16%
62
XLVSELECT SECTOR SPDR TR
18,394$1.7B0.16%
63
IJHISHARES TR
8,380$1.6B0.15%
64
BACVERIZON COMMUNICATIONS INC
24,363$1.5B0.14%
65
ACNACCENTURE PLC IRELAND
7,343$1.4B0.13%
66
CSCOCISCO SYS INC
27,057$1.3B0.13%
67
DGDOLLAR GEN CORP NEW
8,390$1.3B0.13%
68
COSTCOSTCO WHSL CORP NEW
4,251$1.2B0.11%
69
HDHOME DEPOT INC
4,903$1.1B0.11%
70
IWBISHARES TR
6,802$1.1B0.10%
71
PGRPROGRESSIVE CORP OHIO
13,480$1.0B0.10%
72
ISRGINTUITIVE SURGICAL INC
1,617$873.0M0.08%
73
VIGVANGUARD GROUP
7,050$843.0M0.08%
74
BF/BBROWN FORMAN CORP
13,312$836.0M0.08%
75
ULUNILEVER PLC
13,416$806.0M0.08%
76
GOOGALPHABET INC
655$798.0M0.07%
77
FISVFISERV INC
7,673$795.0M0.07%
78
UNHUNITEDHEALTH GROUP INC
3,476$755.0M0.07%
79
TSMTAIWAN SEMICONDUCTOR MFG LTD
15,508$721.0M0.07%
80
ATOATMOS ENERGY CORP
6,239$711.0M0.07%
81
AIVLWISDOMTREE TR
8,050$704.0M0.07%
82
BBTUSDBB&T CORP
12,924$690.0M0.06%
83
CLCOLGATE PALMOLIVE CO
9,371$689.0M0.06%
84
TDTORONTO DOMINION BK ONT
11,742$684.0M0.06%
85
RIORIO TINTO PLC
12,900$672.0M0.06%
86
CCKCROWN HOLDINGS INC
10,082$666.0M0.06%
87
MDTMEDTRONIC PLC
5,996$651.0M0.06%
88
BABOEING CO
1,673$637.0M0.06%
89
RTN1USDRAYTHEON CO
3,157$619.0M0.06%
90
NDQINVESCO QQQ TR
3,197$604.0M0.06%
91
CMCSACOMCAST CORP NEW
13,362$602.0M0.06%
92
DJCODAILY JOURNAL CORP
2,413$597.0M0.06%
93
TJXTJX COS INC NEW
10,308$575.0M0.05%
94
SONSONOCO PRODS CO
9,465$551.0M0.05%
95
FAFFIRST AMERN FINL CORP
9,257$546.0M0.05%
96
INTUINTUIT
2,006$533.0M0.05%
97
IBMINTERNATIONAL BUSINESS MACHS
3,627$527.0M0.05%
98
WFCWELLS FARGO CO NEW
10,408$525.0M0.05%
99
GPKGRAPHIC PACKAGING HLDG CO
35,494$524.0M0.05%
100
IWFISHARES TR
3,236$517.0M0.05%
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