Sand Hill Global Advisors, LLC Q4 2017 Filing

Filed February 13, 2018

Portfolio Value

$1.0T

Holdings

110

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (110 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
533,249$142.3B14.15%
2
EFAISHARES TR
1,303,370$91.6B9.11%
3
IWDISHARES TR
645,064$80.2B7.98%
4
IWMISHARES TR
512,655$78.2B7.77%
5
VGKVANGUARD INTL EQUITY INDEX F
1,123,712$66.5B6.61%
6
VWOVANGUARD INTL EQUITY INDEX F
951,421$43.7B4.34%
7
XLKSELECT SECTOR SPDR TR
572,010$36.6B3.64%
8
LVLNSPDR SERIES TRUST
601,635$35.4B3.52%
9
XLESELECT SECTOR SPDR TR
477,667$34.5B3.43%
10
AGGISHARES TR
310,653$34.0B3.38%
11
IJHISHARES TR
159,924$30.4B3.02%
12
VNQVANGUARD INDEX FDS
332,175$27.6B2.74%
13
IVVISHARES TR
66,694$17.9B1.78%
14
AAPLAPPLE INC
77,206$13.1B1.30%
15
OEFISHARES TR
97,393$11.6B1.15%
16
VOOVANGUARD INDEX FDS
46,877$11.5B1.14%
17
AMZNAMAZON COM INC
8,939$10.5B1.04%
18
LQDISHARES TR
85,370$10.4B1.03%
19
VVISA INC
71,776$8.2B0.81%
20
GOOGLALPHABET INC
7,244$7.6B0.76%
21
JPMJPMORGAN CHASE & CO
67,139$7.2B0.71%
22
JNJJOHNSON & JOHNSON
50,669$7.1B0.70%
23
MSFTMICROSOFT CORP
82,227$7.0B0.70%
24
SCHWSCHWAB CHARLES CORP NEW
135,488$7.0B0.69%
25
XOMEXXON MOBIL CORP
75,676$6.3B0.63%
26
MDYSPDR S&P MIDCAP 400 ETF TR
18,325$6.3B0.63%
27
DISDISNEY WALT CO
57,507$6.2B0.61%
28
CMECME GROUP INC
41,574$6.1B0.60%
29
CVXCHEVRON CORP NEW
47,640$6.0B0.59%
30
INTCINTEL CORP
128,717$5.9B0.59%
31
PGPROCTER AND GAMBLE CO
63,625$5.8B0.58%
32
NKENIKE INC
91,723$5.7B0.57%
33
MMM3M CO
23,601$5.6B0.55%
34
SPABSPDR SERIES TRUST
191,768$5.5B0.55%
35
GILDGILEAD SCIENCES INC
75,974$5.4B0.54%
36
PHPARKER HANNIFIN CORP
25,915$5.2B0.51%
37
PFEPFIZER INC
140,705$5.1B0.51%
38
CRMSALESFORCE COM INC
49,718$5.1B0.51%
39
TAT&T INC
129,333$5.0B0.50%
40
FRCBFIRST REP BK SAN FRANCISCO C
57,872$5.0B0.50%
41
LYBLYONDELLBASELL INDUSTRIES N
43,976$4.9B0.48%
42
SHWSHERWIN WILLIAMS CO
11,623$4.8B0.47%
43
UPSUNITED PARCEL SERVICE INC
39,277$4.7B0.47%
44
HONHONEYWELL INTL INC
30,083$4.6B0.46%
45
VFCV F CORP
60,948$4.5B0.45%
46
MDLZMONDELEZ INTL INC
103,940$4.4B0.44%
47
ABTABBOTT LABS
77,450$4.4B0.44%
48
AMTAMERICAN TOWER CORP NEW
30,750$4.4B0.44%
49
SLBSCHLUMBERGER LTD
63,360$4.3B0.42%
50
BLKCHFBLACKROCK INC
8,267$4.2B0.42%
51
COTYCOTY INC
204,728$4.1B0.40%
52
HSYHERSHEY CO
33,447$3.8B0.38%
53
DHRDANAHER CORP DEL
40,385$3.7B0.37%
54
CXOEURCONCHO RES INC
22,039$3.3B0.33%
55
IWOISHARES TR
15,653$2.9B0.29%
56
VTIVANGUARD INDEX FDS
20,403$2.8B0.28%
57
ALLERGAN PLC
13,513$2.2B0.22%
58
DJCODAILY JOURNAL CORP
7,313$1.7B0.17%
59
WFCWELLS FARGO CO NEW
27,456$1.7B0.17%
60
XLVSELECT SECTOR SPDR TR
19,257$1.6B0.16%
61
GOOGALPHABET INC
1,236$1.3B0.13%
62
IWBISHARES TR
7,078$1.1B0.10%
63
COSTCOSTCO WHSL CORP NEW
5,526$1.0B0.10%
64
NVDANVIDIA CORP
4,634$897.0M0.09%
65
AIVLWISDOMTREE TR
9,018$797.0M0.08%
66
VYMVANGUARD WHITEHALL FDS INC
9,137$782.0M0.08%
67
IBMINTERNATIONAL BUSINESS MACHS
4,955$760.0M0.08%
68
BABOEING CO
2,492$735.0M0.07%
69
SBUXSTARBUCKS CORP
11,129$639.0M0.06%
70
CSCOCISCO SYS INC
16,346$626.0M0.06%
71
NEARISHARES U S ETF TR
12,444$624.0M0.06%
72
METAFACEBOOK INC
3,525$622.0M0.06%
73
ISRGINTUITIVE SURGICAL INC
1,602$585.0M0.06%
74
EXREXTRA SPACE STORAGE INC
6,443$563.0M0.06%
75
VIGVANGUARD SPECIALIZED FUNDS
4,946$505.0M0.05%
76
VNOVORNADO RLTY TR
6,259$489.0M0.05%
77
UTXZUNITED TECHNOLOGIES CORP
3,722$475.0M0.05%
78
DEDEERE & CO
2,996$469.0M0.05%
79
ABBVABBVIE INC
4,842$468.0M0.05%
80
RYDEX ETF TRUST
4,636$468.0M0.05%
81
UNPUNION PAC CORP
3,425$459.0M0.05%
82
IJRISHARES TR
5,894$453.0M0.05%
83
HDHOME DEPOT INC
2,359$447.0M0.04%
84
SLG2EURSL GREEN RLTY CORP
4,344$438.0M0.04%
85
AFLAFLAC INC
4,561$400.0M0.04%
86
ACCUSDAMERICAN CAMPUS CMNTYS INC
8,800$361.0M0.04%
87
BRK/BBERKSHIRE HATHAWAY INC DEL
1,744$346.0M0.03%
88
OREALTY INCOME CORP
5,982$341.0M0.03%
89
VENVENTAS INC
5,505$330.0M0.03%
90
AVBAVALONBAY CMNTYS INC
1,815$324.0M0.03%
91
CATCATERPILLAR INC DEL
1,983$312.0M0.03%
92
BRK-BBERKSHIRE HATHAWAY INC DEL
1$298.0M0.03%
93
IWNISHARES TR
2,294$288.0M0.03%
94
ECLECOLAB INC
2,000$268.0M0.03%
95
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
3,702$263.0M0.03%
96
MCDMCDONALDS CORP
1,500$258.0M0.03%
97
SYYSYSCO CORP
4,000$243.0M0.02%
98
PEPPEPSICO INC
1,998$240.0M0.02%
99
INTUINTUIT
1,425$225.0M0.02%
100
ADSKAUTODESK INC
2,147$225.0M0.02%
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