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Sand Hill Global Advisors, LLC

Q2 2023 · 13F-HR

Sand Hill Global Advisors, LLCholdings as filed

Filed 2023-08-11 · accession 0001580642-23-004207

$2.01B
Reported value
153
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$336.2M16.7%758,487CommonSOLE
464287465EFAISHARES TR$193.6M9.62%2,670,783CommonSOLE
922908363VOOVANGUARD INDEX FDS$182.2M9.05%447,305CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$131.1M6.51%3,222,035CommonSOLE
464287507IJHISHARES TR$117.9M5.86%450,846CommonSOLE
464287655IWMISHARES TR$116.2M5.77%620,447CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$73.6M3.66%1,158,964CommonSOLE
922908553VNQVANGUARD INDEX FDS$71.0M3.53%849,479CommonSOLE
464288158SUBISHARES TR$61.3M3.04%588,800CommonSOLE
464287226AGGISHARES TR$50.8M2.53%518,849CommonSOLE
464287200IVVISHARES TR$40.9M2.03%91,783CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$31.7M1.57%420,966CommonSOLE
037833100AAPLAPPLE INC$30.9M1.54%159,383CommonSOLE
46429B267GOVTISHARES TR$24.5M1.22%1,070,773CommonSOLE
594918104MSFTMICROSOFT CORP$21.9M1.09%64,431CommonSOLE
02079K305GOOGLALPHABET INC$19.2M0.95%160,181CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$18.6M0.92%321,332CommonSOLE
46435G425ESGUISHARES TR$16.4M0.81%168,289CommonSOLE
023135106AMZNAMAZON COM INC$15.4M0.77%118,402CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$15.3M0.76%332,088CommonSOLE
92826C839VVISA INC$15.3M0.76%64,244CommonSOLE
67066G104NVDANVIDIA CORPORATION$13.8M0.68%32,530CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$13.6M0.67%93,264CommonSOLE
464287234EEMISHARES TR$13.2M0.66%333,520CommonSOLE
94106L109WMWASTE MGMT INC DEL$11.9M0.59%68,788CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$11.6M0.58%4,305CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$10.6M0.52%21,583CommonSOLE
46435U663ESMLISHARES TR$10.2M0.51%286,831CommonSOLE
46434V878ICSHISHARES TR$10.1M0.50%200,040CommonSOLE
166764100CVXCHEVRON CORP NEW$9.7M0.48%61,429CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.6M0.47%57,733CommonSOLE
701094104PHPARKER-HANNIFIN CORP$8.9M0.44%22,859CommonSOLE
872540109TJXTJX COS INC NEW$8.7M0.43%102,294CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.5M0.42%55,792CommonSOLE
79466L302CRMSALESFORCE INC$8.5M0.42%40,069CommonSOLE
12572Q105CMECME GROUP INC$8.4M0.42%45,386CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$8.2M0.41%163,862CommonSOLE
30303M102METAMETA PLATFORMS INC$8.2M0.41%28,447CommonSOLE
097023105BABOEING CO$8.1M0.40%38,186CommonSOLE
863667101SYKSTRYKER CORPORATION$8.0M0.40%26,202CommonSOLE
46435G516ESGDISHARES TR$7.9M0.39%108,164CommonSOLE
438516106HONHONEYWELL INTL INC$7.7M0.38%37,041CommonSOLE
278865100ECLECOLAB INC$7.5M0.37%40,232CommonSOLE
002824100ABTABBOTT LABS$7.5M0.37%68,364CommonSOLE
609207105MDLZMONDELEZ INTL INC$7.4M0.37%101,919CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7.4M0.37%41,130CommonSOLE
235851102DHRDANAHER CORPORATION$7.4M0.37%30,669CommonSOLE
09247X101BLKCHFBLACKROCK INC$6.9M0.34%9,978CommonSOLE
922908629VOVANGUARD INDEX FDS$6.8M0.34%31,078CommonSOLE
88160R101TSLATESLA INC$6.3M0.31%24,082CommonSOLE
052769106ADSKAUTODESK INC$6.1M0.30%29,620CommonSOLE
922908751VBVANGUARD INDEX FDS$5.9M0.30%29,858CommonSOLE
427866108HSYHERSHEY CO$5.9M0.29%23,519CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$5.7M0.28%11,888CommonSOLE
126650100CVSCVS HEALTH CORP$5.5M0.28%80,228CommonSOLE
254687106DISDISNEY WALT CO$5.5M0.27%61,500CommonSOLE
464288240ACWXISHARES TR$5.0M0.25%101,551CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.8M0.24%21,923CommonSOLE
464288257ACWIISHARES TR$4.8M0.24%49,990CommonSOLE
464288414MUBISHARES TR$4.8M0.24%44,680CommonSOLE
29355A107ENPHENPHASE ENERGY INC$4.8M0.24%28,416CommonSOLE
46434G863ESGEISHARES INC$4.7M0.23%148,644CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.5M0.22%26,911CommonSOLE
012653101ALBALBEMARLE CORP$4.5M0.22%19,982CommonSOLE
98978V103ZTSZOETIS INC$3.9M0.20%22,845CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$3.8M0.19%15,351CommonSOLE
25809K105DASHDOORDASH INC$3.8M0.19%49,416CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$3.7M0.18%77,308CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.5M0.18%23,243CommonSOLE
464288224ICLNISHARES TR$3.2M0.16%171,900CommonSOLE
464287689IWVISHARES TR$3.1M0.15%12,076CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.0M0.15%15,419CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$2.9M0.15%55,994CommonSOLE
464287622IWBISHARES TR$2.9M0.14%11,827CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.5M0.12%8,123CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.3M0.11%64,256CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.2M0.11%7,903CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.2M0.11%4,060CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.10%6,585CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.0M0.10%14,871CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.09%15,081CommonSOLE
922908595VBKVANGUARD INDEX FDS$1.8M0.09%7,801CommonSOLE
464287648IWOISHARES TR$1.7M0.08%6,872CommonSOLE
464288182AAXJISHARES TR$1.6M0.08%24,549CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.08%4,523CommonSOLE
464287432TLTISHARES TR$1.5M0.08%14,916CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.4M0.07%8,433CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.07%2,885CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.4M0.07%7,965CommonSOLE
72201R866MUNIPIMCO ETF TR$1.2M0.06%23,947CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.06%23,951CommonSOLE
67092P607NUSCNUSHARES ETF TR$1.2M0.06%32,339CommonSOLE
46435G409IVLUISHARES TR$1.1M0.06%44,672CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.1M0.06%6,946CommonSOLE
464287101OEFISHARES TR$1.1M0.05%5,245CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.1M0.05%19,772CommonSOLE
743315103PGRPROGRESSIVE CORP$1.0M0.05%7,837CommonSOLE
337738108FISVFISERV INC$881,2840.04%6,986CommonSOLE
00287Y109ABBVABBVIE INC$846,6430.04%6,284CommonSOLE
427096508HTGCHERCULES CAPITAL INC$804,3500.04%54,348CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$761,0180.04%30,898CommonSOLE
922908637VVVANGUARD INDEX FDS$748,0370.04%3,690CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$742,0620.04%21,974CommonSOLE
68389X105ORCLORACLE CORP$700,2040.03%5,880CommonSOLE
30231G102XOMEXXON MOBIL CORP$693,3700.03%6,465CommonSOLE
464287614IWFISHARES TR$686,5740.03%2,495CommonSOLE
713448108PEPPEPSICO INC$656,4200.03%3,544CommonSOLE
580135101MCDMCDONALDS CORP$651,6470.03%2,184CommonSOLE
001055102AFLAFLAC INC$548,9070.03%7,864CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$529,3940.03%12,263CommonSOLE
040413106ANETEURARISTA NETWORKS INC$526,6950.03%3,250CommonSOLE
78468R853SPSMSPDR SER TR$520,6890.03%13,406CommonSOLE
907818108UNPUNION PAC CORP$509,0430.03%2,488CommonSOLE
78463V107GLDSPDR GOLD TR$508,2480.03%2,851CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$482,4390.02%2,195CommonSOLE
461202103INTUINTUIT$472,3940.02%1,031CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$467,0550.02%10,068CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$466,8770.02%4,766CommonSOLE
464287598IWDISHARES TR$466,6050.02%2,956CommonSOLE
58933Y105MRKMERCK & CO INC$436,2410.02%3,781CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$415,0990.02%6,491CommonSOLE
67092P805NUDMNUSHARES ETF TR$414,0410.02%14,297CommonSOLE
82509L107SHOPSHOPIFY INC$404,2020.02%6,257CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$390,2890.02%992CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$387,3220.02%14,266CommonSOLE
548661107LOWLOWES COS INC$387,0760.02%1,715CommonSOLE
191216100KOCOCA COLA CO$379,6270.02%6,304CommonSOLE
464288281EMBISHARES TR$355,3330.02%4,106CommonSOLE
855244109SBUXSTARBUCKS CORP$350,2020.02%3,535CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$346,0330.02%2,586CommonSOLE
G54950103LINLINDE PLC$339,1610.02%890CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$325,7970.02%5,748CommonSOLE
464288802SUSAISHARES TR$324,3100.02%3,463CommonSOLE
46090E103QQQINVESCO QQQ TR$319,7410.02%866CommonSOLE
464285204IAUISHARES GOLD TR$301,7090.01%8,291CommonSOLE
717081103PFEPFIZER INC$292,4130.01%7,972CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$290,9270.01%3,463CommonSOLE
949746101WMT2WELLS FARGO CO NEW$286,7240.01%6,718CommonSOLE
87612E106TGTTARGET CORP$267,0980.01%2,025CommonSOLE
338307101FIVNFIVE9 INC$265,8190.01%3,224CommonSOLE
882508104TXNTEXAS INSTRS INC$257,7890.01%1,432CommonSOLE
900450206TBCHTURTLE BEACH CORP$244,2070.01%20,962CommonSOLE
46982L108JJACOBS SOLUTIONS INC$242,7730.01%2,042CommonSOLE
654106103NKENIKE INC$242,2140.01%2,195CommonSOLE
67092P870NUBDNUSHARES ETF TR$236,9760.01%10,779CommonSOLE
871607107SNPSSYNOPSYS INC$229,0260.01%526CommonSOLE
436440101HO1HOLOGIC INC$222,2630.01%2,745CommonSOLE
836100107SOUNSOUNDHOUND AI INC$221,0160.01%48,575CommonSOLE
30219Q106EXFYEXPENSIFY INC$216,9680.01%27,189CommonSOLE
464287663IUSVISHARES TR$212,8550.01%2,720CommonSOLE
756109104OREALTY INCOME CORP$208,1890.01%3,482CommonSOLE
464287630IWNISHARES TR$207,5950.01%1,474CommonSOLE
04965G109BCELUSDATRECA INC$12,2500.00%12,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.