Sand Hill Global Advisors, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$2.9T

Holdings

197

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
101
IWFISHARES TR
2,630$1.0B0.03%
102
XOMEXXON MOBIL CORP
15,684$1.0B0.03%
103
GQ9SPDR GOLD TR
2,537$1.0B0.03%
104
DFACDIMENSIONAL ETF TRUST
25,882$1.0B0.03%
105
LDURPIMCO ETF TR
14,149$1.0B0.03%
106
JMUBJ P MORGAN EXCHANGE TRADED F
25,366$1.0B0.03%
107
ABBVABBVIE INC
7,211$1.0B0.03%
108
AMATAPPLIED MATLS INC
6,697$1.0B0.03%
109
PLTRPALANTIR TECHNOLOGIES INC
6,131$1.0B0.03%
110
XLVSELECT SECTOR SPDR TR
12,233$1.0B0.03%
111
OEFISHARES TR
3,494$1.0B0.03%
112
PGRPROGRESSIVE CORP
7,989$1.0B0.03%
113
VIGVANGUARD SPECIALIZED FUNDS
7,715$1.0B0.03%
114
VGSHVANGUARD SCOTTSDALE FDS
18,223$1.0B0.03%
115
XLKSELECT SECTOR SPDR TR
11,506$1.0B0.03%
116
MCDMCDONALDS CORP
1,977$00.00%
117
SCHCSCHWAB STRATEGIC TR
20,050$00.00%
118
MAMASTERCARD INCORPORATED
1,400$00.00%
119
CGMUCAPITAL GRP FIXED INCM ETF T
20,289$00.00%
120
CSCOCISCO SYS INC
12,819$00.00%
121
AQLTISHARES TR
1,500$00.00%
122
WFCWELLS FARGO CO NEW
5,258$00.00%
123
JJACOBS SOLUTIONS INC
2,044$00.00%
124
AXPAMERICAN EXPRESS CO
976$00.00%
125
FNDASCHWAB STRATEGIC TR
8,010$00.00%
126
TMOTHERMO FISHER SCIENTIFIC INC
508$00.00%
127
GSGOLDMAN SACHS GROUP INC
407$00.00%
128
BILLBILL HOLDINGS INC
12,684$00.00%
129
TOVEA SERIES TRUST
31,898$00.00%
130
CATCATERPILLAR INC
800$00.00%
131
HTGCHERCULES CAPITAL INC
13,832$00.00%
132
PEPPEPSICO INC
3,145$00.00%
133
SPSMSPDR SERIES TRUST
9,187$00.00%
134
LOWLOWES COS INC
3,322$00.00%
135
HOLXHOLOGIC INC
2,745$00.00%
136
SPGIS&P GLOBAL INC
649$00.00%
137
NEENEXTERA ENERGY INC
3,125$00.00%
138
DFATDIMENSIONAL ETF TRUST
8,128$00.00%
139
LINLINDE PLC
704$00.00%
140
UNPUNION PAC CORP
2,200$00.00%
141
MRKMERCK & CO INC
2,304$00.00%
142
FNDXSCHWAB STRATEGIC TR
36,395$00.00%
143
AQLTISHARES TR
12,929$00.00%
144
VGTVANGUARD WORLD FD
491$00.00%
145
SCHESCHWAB STRATEGIC TR
24,140$00.00%
146
IJSISHARES TR
2,235$00.00%
147
SUSAISHARES TR
3,038$00.00%
148
DHRDANAHER CORPORATION
2,313$00.00%
149
NFLXNETFLIX INC
4,470$00.00%
150
ABNBAIRBNB INC
1,867$00.00%
151
NUDMNUSHARES ETF TR
11,970$00.00%
152
APOAPOLLO GLOBAL MGMT INC
1,985$00.00%
153
ISRGINTUITIVE SURGICAL INC
1,057$00.00%
154
NYTNEW YORK TIMES CO
4,417$00.00%
155
IWDISHARES TR
2,522$00.00%
156
FASTFASTENAL CO
5,640$00.00%
157
BACBANK AMERICA CORP
4,397$00.00%
158
GEGE AEROSPACE
1,491$00.00%
159
NUNU HLDGS LTD
58,397$00.00%
160
QQQMINVESCO EXCH TRADED FD TR II
1,197$00.00%
161
SBUXSTARBUCKS CORP
2,725$00.00%
162
PACSPACS GROUP INC
16,724$00.00%
163
UALUNITED AIRLS HLDGS INC
2,019$00.00%
164
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,215$00.00%
165
EMBISHARES TR
2,832$00.00%
166
4I1PHILIP MORRIS INTL INC
1,855$00.00%
167
GEVGE VERNOVA INC
366$00.00%
168
SCHWSCHWAB CHARLES CORP
5,853$00.00%
169
COURCOURSERA INC
39,697$00.00%
170
ORCLORACLE CORP
3,648$00.00%
171
AMGNAMGEN INC
825$00.00%
172
AQLTISHARES TR
6,701$00.00%
173
BUFRFIRST TR EXCHNG TRADED FD VI
10,061$00.00%
174
BNDVANGUARD BD INDEX FDS
7,396$00.00%
175
MCOMOODYS CORP
408$00.00%
176
TXNTEXAS INSTRS INC
1,230$00.00%
177
VXUSVANGUARD STAR FDS
3,057$00.00%
178
IAU*ISHARES GOLD TR
6,669$00.00%
179
IVWISHARES TR
1,755$00.00%
180
VTECVANGUARD CALIF TAX FREE FDS
9,664$00.00%
181
AFLAFLAC INC
7,434$00.00%
182
ADPAUTOMATIC DATA PROCESSING IN
2,299$00.00%
183
IJRISHARES TR
2,322$00.00%
184
KOCOCA COLA CO
6,514$00.00%
185
IEMGISHARES INC
3,605$00.00%
186
RTXRTX CORPORATION
3,206$00.00%
187
CARTMAPLEBEAR INC
6,965$00.00%
188
KKRKKR & CO INC
2,381$00.00%
189
IATISHARES TR
4,090$00.00%
190
BMOBANK MONTREAL QUE
4,682$00.00%
191
EXFYEXPENSIFY INC
20,314$00.00%
192
SCZISHARES TR
5,623$00.00%
193
CPNGCOUPANG INC
33,107$00.00%
194
IBMINTERNATIONAL BUSINESS MACHS
2,732$00.00%
195
FEXFIRST TR EXCHANGE-TRADED ALP
1,963$00.00%
196
MMM3M CO
2,684$00.00%
197
UBERUBER TECHNOLOGIES INC
5,921$00.00%
PreviousPage 2 of 2