Sand Hill Global Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$2.8T

Holdings

199

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
101
VIGVANGUARD SPECIALIZED FUNDS
8,071$1.7B0.06%
102
XOMEXXON MOBIL CORP
15,307$1.7B0.06%
103
XLVSELECT SECTOR SPDR TR
12,268$1.7B0.06%
104
XLKSELECT SECTOR SPDR TR
5,981$1.7B0.06%
105
VEUVANGUARD INTL EQUITY INDEX F
22,506$1.6B0.06%
106
ABBVABBVIE INC
6,581$1.5B0.05%
107
LDURPIMCO ETF TR
13,037$1.3B0.04%
108
AMATAPPLIED MATLS INC
6,113$1.3B0.04%
109
OEFISHARES TR
3,707$1.2B0.04%
110
IWFISHARES TR
2,630$1.2B0.04%
111
JMUBJ P MORGAN EXCHANGE TRADED F
23,096$1.2B0.04%
112
PLTRPALANTIR TECHNOLOGIES INC
6,238$1.1B0.04%
113
VGSHVANGUARD SCOTTSDALE FDS
17,708$1.0B0.04%
114
DFACDIMENSIONAL ETF TRUST
26,723$1.0B0.04%
115
VTECVANGUARD CALIF TAX FREE FDS
9,612$959.0M0.03%
116
GQ9SPDR GOLD TR
2,690$956.2M0.03%
117
NUNU HLDGS LTD
58,794$941.3M0.03%
118
TOVEA SERIES TRUST
32,387$909.9M0.03%
119
SCHCSCHWAB STRATEGIC TR
19,894$905.4M0.03%
120
LOWLOWES COS INC
3,341$839.6M0.03%
121
AFLAFLAC INC
7,353$821.3M0.03%
122
ORCLORACLE CORP
2,833$796.6M0.03%
123
SCHESCHWAB STRATEGIC TR
23,792$793.9M0.03%
124
CSCOCISCO SYS INC
11,358$777.1M0.03%
125
MAMASTERCARD INCORPORATED
1,321$751.6M0.03%
126
IBMINTERNATIONAL BUSINESS MACHS
2,529$713.6M0.03%
127
BILLBILL HOLDINGS INC
12,608$667.8M0.02%
128
ADPAUTOMATIC DATA PROCESSING IN
2,275$667.7M0.02%
129
FNDXSCHWAB STRATEGIC TR
25,367$667.2M0.02%
130
AQLTISHARES TR
6,872$600.0M0.02%
131
MCDMCDONALDS CORP
1,960$595.6M0.02%
132
BMOBANK MONTREAL QUE
4,569$595.1M0.02%
133
UBERUBER TECHNOLOGIES INC
6,029$590.7M0.02%
134
COURCOURSERA INC
49,697$582.0M0.02%
135
LRCXLAM RESEARCH CORP
4,265$571.1M0.02%
136
BNDVANGUARD BD INDEX FDS
7,404$550.6M0.02%
137
SCHWSCHWAB CHARLES CORP
5,748$548.8M0.02%
138
BACBANK AMERICA CORP
10,397$536.4M0.02%
139
NFLXNETFLIX INC
443$531.1M0.02%
140
RTXRTX CORPORATION
3,159$528.6M0.02%
141
CGMUCAPITAL GRP FIXED INCM ETF T
19,359$528.3M0.02%
142
UNPUNION PAC CORP
2,192$518.1M0.02%
143
IWDISHARES TR
2,522$513.5M0.02%
144
SPSMSPDR SERIES TRUST
10,925$506.0M0.02%
145
DFATDIMENSIONAL ETF TRUST
8,652$503.6M0.02%
146
IAU*ISHARES GOLD TR
6,669$485.3M0.02%
147
ISRGINTUITIVE SURGICAL INC
1,027$459.3M0.02%
148
PEPPEPSICO INC
3,227$453.2M0.02%
149
DHRDANAHER CORPORATION
2,286$453.1M0.02%
150
NUDMNUSHARES ETF TR
11,970$450.3M0.02%
151
GEGE AEROSPACE
1,447$435.3M0.02%
152
SCZISHARES TR
5,623$431.4M0.02%
153
KOCOCA COLA CO
6,396$424.2M0.01%
154
WFCWELLS FARGO CO NEW
4,997$418.8M0.01%
155
MMM3M CO
2,684$416.5M0.01%
156
SUSAISHARES TR
3,038$412.2M0.01%
157
CDECOEUR MNG INC
19,000$356.4M0.01%
158
VGTVANGUARD WORLD FD
477$356.1M0.01%
159
CATCATERPILLAR INC
744$355.0M0.01%
160
LINLINDE PLC
743$352.9M0.01%
161
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,215$339.3M0.01%
162
BUFRFIRST TR EXCHNG TRADED FD VI
10,061$336.2M0.01%
163
AXPAMERICAN EXPRESS CO
973$323.2M0.01%
164
KKRKKR & CO INC
2,381$309.4M0.01%
165
JJACOBS SOLUTIONS INC
2,044$306.3M0.01%
166
GILDGILEAD SCIENCES INC
2,731$303.1M0.01%
167
IJSISHARES TR
2,724$301.2M0.01%
168
SPGIS&P GLOBAL INC
618$300.8M0.01%
169
HTGCHERCULES CAPITAL INC
15,832$299.4M0.01%
170
AQLTISHARES TR
12,929$298.9M0.01%
171
4I1PHILIP MORRIS INTL INC
1,792$290.7M0.01%
172
IJRISHARES TR
2,407$286.0M0.01%
173
QQQMINVESCO EXCH TRADED FD TR II
1,157$285.9M0.01%
174
EMBISHARES TR
2,978$283.5M0.01%
175
GSGOLDMAN SACHS GROUP INC
349$277.9M0.01%
176
APOAPOLLO GLOBAL MGMT INC
1,985$264.5M0.01%
177
FASTFASTENAL CO
5,316$260.7M0.01%
178
CARTMAPLEBEAR INC
6,965$256.0M0.01%
179
NYTNEW YORK TIMES CO
4,417$253.5M0.01%
180
IEMGISHARES INC
3,823$252.0M0.01%
181
TXNTEXAS INSTRS INC
1,332$244.7M0.01%
182
NEENEXTERA ENERGY INC
3,125$235.9M0.01%
183
FNDASCHWAB STRATEGIC TR
7,559$235.5M0.01%
184
GEVGE VERNOVA INC
376$231.2M0.01%
185
FEXFIRST TR EXCHANGE-TRADED ALP
1,963$229.3M0.01%
186
SBUXSTARBUCKS CORP
2,700$228.4M0.01%
187
RBLXROBLOX CORP
1,626$225.2M0.01%
188
VXUSVANGUARD STAR FDS
3,057$224.6M0.01%
189
FICOFAIR ISAAC CORP
150$224.5M0.01%
190
IATISHARES TR
4,090$214.8M0.01%
191
AQLTISHARES TR
1,500$213.2M0.01%
192
IVWISHARES TR
1,755$211.9M0.01%
193
OREALTY INCOME CORP
3,482$211.7M0.01%
194
TMOTHERMO FISHER SCIENTIFIC INC
432$209.5M0.01%
195
NOCNORTHROP GRUMMAN CORP
337$205.3M0.01%
196
BGCBGC GROUP INC
11,567$109.4M0.00%
197
OPENOPENDOOR TECHNOLOGIES INC
12,000$95.6M0.00%
198
RWTREDWOOD TRUST INC
13,000$75.3M0.00%
199
EXFYEXPENSIFY INC
20,314$37.6M0.00%
PreviousPage 2 of 2