Sand Hill Global Advisors, LLC Q4 2016 Filing

Filed February 13, 2017

Portfolio Value

$727.7B

Holdings

82

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (82 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500
610,196$136.4B18.74%
2
IWFiShares Russell 1000 Growth In
764,267$80.2B11.02%
3
EFAiShares MSCI EAFE Index
1,267,235$73.2B10.05%
4
IJHiShares Tr S&P Midcap 400
299,770$49.6B6.81%
5
VWOVanguard MSCI Emerging Markets
1,003,253$35.9B4.93%
6
XLFITechnology Select Sector SPDR
692,647$33.5B4.60%
7
XLEEnergy Select Sector SPDR
410,279$30.9B4.25%
8
LVLNKBW Regional Banking ETF
519,321$28.9B3.97%
9
OEFiShares Tr S&P 100 Idx Fd
213,941$21.2B2.92%
10
IVViShares S&P 500 Index Fund
79,428$17.9B2.46%
11
AAPLApple
101,383$11.7B1.61%
12
METAFacebook Inc Cl A
87,828$10.1B1.39%
13
DISWalt Disney
85,628$8.9B1.23%
14
MDYSPDR S&P Midcap 400 ETF
25,696$7.8B1.07%
15
AMZNAmazon.com Inc
9,770$7.3B1.01%
16
GOOGLAlphabet Inc Cl A
8,568$6.8B0.93%
17
XOMExxon Mobil Corporation
71,250$6.4B0.88%
18
VVisa Corp
79,342$6.2B0.85%
19
JNJJohnson & Johnson
52,195$6.0B0.83%
20
JPMJ P Morgan Chase & Co.
69,034$6.0B0.82%
21
CVXChevron Corporation
48,937$5.8B0.79%
22
GEGeneral Electric
180,618$5.7B0.78%
23
SCHWCharles Schwab New
143,933$5.7B0.78%
24
FRCBFirst Republic Bank
60,385$5.6B0.76%
25
GILDGilead Sciences
76,679$5.5B0.75%
26
PGProcter & Gamble
61,893$5.2B0.72%
27
SLBSchlumberger
61,701$5.2B0.71%
28
TAT&T Inc
119,940$5.1B0.70%
29
MSFTMicrosoft
79,308$4.9B0.68%
30
CMECME Group Inc Com
41,371$4.8B0.66%
31
INTCIntel
130,234$4.7B0.65%
32
NKENike Inc
89,486$4.5B0.63%
33
UPSUnited Parcel Service CL B
37,672$4.3B0.59%
34
PFEPfizer
132,945$4.3B0.59%
35
MMM3M Co.
23,624$4.2B0.58%
36
PNRPentair Inc Com
72,583$4.1B0.56%
37
IJKiShares S&P Midcap 400/Growth
21,739$4.0B0.54%
38
LYBLyondellbasell Industries Shs
44,815$3.8B0.53%
39
Whole Foods Market Inc
118,135$3.6B0.50%
40
HONHoneywell
30,502$3.5B0.49%
41
CRMSalesForce.com
50,303$3.4B0.47%
42
HSYHershey Foods
32,760$3.4B0.47%
43
CAHCardinal Health Inc
46,446$3.3B0.46%
44
GOOGAlphabet Inc Cl C
4,309$3.3B0.46%
45
SHWSherwin Williams
12,115$3.3B0.45%
46
VFCVF Corp
60,625$3.2B0.44%
47
ABTAbbott Labs
78,308$3.0B0.41%
48
Mead Johnson Nutrition Company
40,070$2.8B0.39%
49
IWOiShares Russell 2000 Growth In
18,022$2.8B0.38%
50
DJCODaily Journal Corp
10,337$2.5B0.34%
51
VTIVanguard Total Stock Market ET
20,169$2.3B0.32%
52
STTHealth Care Select Sector
25,493$1.8B0.24%
53
VYMVanguard High Dividend Yield E
19,427$1.5B0.20%
54
WFCWells Fargo
21,804$1.2B0.17%
55
AIVLWisdomTree Dividend ex-Financi
14,336$1.2B0.16%
56
IBMInternational Business Machine
4,913$816.0M0.11%
57
COSTCostco Wholesale
5,013$803.0M0.11%
58
BABoeing
3,551$553.0M0.08%
59
IVWiShares S&P500/BARRA Growth
4,226$515.0M0.07%
60
VIGVanguard Specializd Div Apprec
5,248$447.0M0.06%
61
BRK/BBerkshire Hathaway Inc - CL B
2,558$417.0M0.06%
62
BACVerizon Communications
7,668$410.0M0.06%
63
BMYBristol-Myers Squibb
6,908$404.0M0.06%
64
UTXZUnited Technologies
3,638$399.0M0.05%
65
IJRiShares S&P Smallcap 600
2,677$368.0M0.05%
66
ISRGIntuitive Surgical Inc
541$343.0M0.05%
67
HDHome Depot
2,522$338.0M0.05%
68
PCGPG & E Corp
5,137$312.0M0.04%
69
CSCOCisco Systems
9,918$300.0M0.04%
70
AFLAflac Inc
4,254$296.0M0.04%
71
IWMiShares Russell 2000 Index
2,168$292.0M0.04%
72
UNPUnion Pacific
2,769$287.0M0.04%
73
SOSouthern Co
5,289$260.0M0.04%
74
VPLVanguard Pacific Stock ETF
4,427$257.0M0.04%
75
BRK-B1/100 Berkshire Htwy A 100shr=
100$244.0M0.03%
76
BRK-BBerkshire Hathaway Inc. - Cl A
1$244.0M0.03%
77
IWNiShares Russell 2000 Value
1,956$233.0M0.03%
78
ORCLOracle Systems
5,811$223.0M0.03%
79
CLXClorox
1,811$217.0M0.03%
80
INTUIntuit
1,826$209.0M0.03%
81
FSICUSDFS Invt Corp
13,164$136.0M0.02%
82
GSTEURGastar Exploration Inc
20,000$31.0M0.00%