Sand Hill Global Advisors, LLC
CIK 0001009209 · PALO ALTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.32B
2026 Q2
Positions
214
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
10.6%
EFA
ISHARES TR
9.4%
SPY
STATE STR SPDR S&P 500 ETF T
7.3%
VNQ
VANGUARD INDEX FDS
5.1%
SPYM
SPDR SERIES TRUST
4.8%
IWM
ISHARES TR
4.4%
VWO
VANGUARD INTL EQUITY INDEX F
4.3%
IJH
ISHARES TR
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.