MondegarAI
Sand Hill Global Advisors, LLC

Q2 2025 · 13F-HR

Sand Hill Global Advisors, LLCholdings as filed

Filed 2025-08-14 · accession 0001580642-25-005122

$2.69B
Reported value
202
Positions
2025-06-30
Period end
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The Brief · Sand Hill Global Advisors, LLC · Q2 2025

AI · grounded in 13F

Sand Hill Global Advisors, LLC established a new position in VOO worth $301.6M. The fund also initiated new stakes in EFA for $251.2M and SPY for $225.1M. Additional new positions include VWO at $157.4M and IJH at $140.7M. Total assets under management stand at $2.69B across 202 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$301.6M11.2%531,012CommonSOLE
464287465EFAISHARES TR$251.2M9.33%2,810,427CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$225.1M8.36%364,378CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$157.4M5.84%3,182,811CommonSOLE
464287507IJHISHARES TR$140.7M5.22%2,268,824CommonSOLE
464287655IWMISHARES TR$131.5M4.88%609,174CommonSOLE
78464A854SPYMSPDR SERIES TRUST$123.9M4.60%1,704,384CommonSOLE
922908595VBKVANGUARD INDEX FDS$85.1M3.16%307,165CommonSOLE
922908553VNQVANGUARD INDEX FDS$76.3M2.83%856,608CommonSOLE
46090E103QQQINVESCO QQQ TR$73.6M2.73%133,381CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$66.4M2.47%1,110,253CommonSOLE
464287226AGGISHARES TR$64.2M2.38%647,256CommonSOLE
464287200IVVISHARES TR$51.8M1.92%83,408CommonNONE
46434V878ICSHISHARES TR$50.5M1.87%995,869CommonSOLE
72201R775BONDPIMCO ETF TR$48.9M1.82%531,018CommonSOLE
67066G104NVDANVIDIA CORPORATION$38.3M1.42%242,148CommonSOLE
594918104MSFTMICROSOFT CORP$33.7M1.25%67,789CommonSOLE
037833100AAPLAPPLE INC$30.1M1.12%146,724CommonSOLE
023135106AMZNAMAZON COM INC$27.9M1.04%127,244CommonSOLE
30303M102METAMETA PLATFORMS INC$25.5M0.95%34,616CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$24.5M0.91%84,667CommonSOLE
46435G425ESGUISHARES TR$22.9M0.85%169,381CommonSOLE
02079K305GOOGLALPHABET INC$20.6M0.76%116,913CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$18.9M0.70%331,651CommonSOLE
92826C839VVISA INC$18.4M0.68%51,766CommonSOLE
922475108VEEVVEEVA SYS INC$15.2M0.57%52,869CommonSOLE
26622P107DOCSDOXIMITY INC$14.7M0.55%240,301CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$13.8M0.51%19CommonSOLE
464287739IYRISHARES TR$13.8M0.51%145,928CommonSOLE
25809K105DASHDOORDASH INC$12.9M0.48%52,218CommonSOLE
46435U663ESMLISHARES TR$12.6M0.47%304,235CommonSOLE
701094104PHPARKER-HANNIFIN CORP$11.2M0.42%16,039CommonSOLE
872540109TJXTJX COS INC NEW$11.2M0.42%90,570CommonSOLE
46435G516ESGDISHARES TR$10.9M0.41%122,342CommonSOLE
12572Q105CMECME GROUP INC$10.8M0.40%39,055CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$10.8M0.40%136,734CommonSOLE
11135F101AVGOBROADCOM INC$10.2M0.38%37,157CommonSOLE
09290D101BLKBLACKROCK INC$9.8M0.36%9,362CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$9.6M0.36%123,610CommonSOLE
863667101SYKSTRYKER CORPORATION$9.5M0.35%23,888CommonSOLE
052769106ADSKAUTODESK INC$9.3M0.34%29,931CommonSOLE
166764100CVXCHEVRON CORP NEW$9.0M0.34%63,194CommonSOLE
278865100ECLECOLAB INC$8.9M0.33%33,204CommonSOLE
922908751VBVANGUARD INDEX FDS$8.9M0.33%37,467CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.9M0.33%43,335CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.7M0.32%54,346CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$8.6M0.32%170,629CommonSOLE
69344A107PULSPGIM ETF TR$8.6M0.32%172,135CommonSOLE
438516106HONHONEYWELL INTL INC$8.5M0.31%36,335CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.4M0.31%1,450CommonSOLE
002824100ABTABBOTT LABS$8.3M0.31%61,125CommonSOLE
254687106DISDISNEY WALT CO$8.2M0.31%66,323CommonSOLE
79466L302CRMSALESFORCE INC$8.2M0.31%30,160CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.8M0.29%51,156CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.7M0.29%15,892CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.6M0.28%33,124CommonSOLE
464288414MUBISHARES TR$7.5M0.28%72,213CommonSOLE
46431W507NEARISHARES U S ETF TR$7.2M0.27%141,453CommonSOLE
922908769VTIVANGUARD INDEX FDS$7.2M0.27%23,688CommonSOLE
464288240ACWXISHARES TR$7.1M0.27%117,293CommonSOLE
532457108LLYELI LILLY & CO$7.0M0.26%8,980CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$6.9M0.26%12,202CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6.4M0.24%61,951CommonSOLE
88160R101TSLATESLA INC$6.4M0.24%20,033CommonSOLE
833445109SNOWSNOWFLAKE INC$6.3M0.24%28,336CommonSOLE
464287234EEMISHARES TR$6.3M0.23%130,161CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.1M0.23%20,545CommonSOLE
461202103INTUINTUIT$6.1M0.23%7,731CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.1M0.22%76,186CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.9M0.22%24,142CommonSOLE
G29183103ETNEATON CORP PLC$5.9M0.22%16,462CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5.4M0.20%42,026CommonSOLE
464288257ACWIISHARES TR$5.4M0.20%42,046CommonSOLE
235851102DHRDANAHER CORPORATION$5.2M0.19%26,100CommonSOLE
46435U549EAGGISHARES TR$5.1M0.19%106,909CommonSOLE
464288356CMFISHARES TR$5.0M0.18%89,315CommonSOLE
74762E102QUREQUANTA SVCS INC$4.8M0.18%12,638CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$4.8M0.18%195,739CommonSOLE
651639106NEMNEWMONT CORP$4.7M0.17%80,472CommonSOLE
983134107WYNNWYNN RESORTS LTD$4.6M0.17%48,712CommonSOLE
74340W103PLDPROLOGIS INC.$4.4M0.16%42,241CommonSOLE
464287622IWBISHARES TR$4.4M0.16%13,038CommonSOLE
46434G863ESGEISHARES INC$4.3M0.16%110,379CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.0M0.15%59,578CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$3.9M0.14%159,817CommonSOLE
02079K107GOOGALPHABET INC$3.8M0.14%21,528CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.7M0.14%3,715CommonSOLE
87612E106TGTTARGET CORP$3.6M0.13%36,205CommonSOLE
464287689IWVISHARES TR$3.5M0.13%9,855CommonSOLE
72201R866MUNIPIMCO ETF TR$3.4M0.13%66,393CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.3M0.12%7,320CommonSOLE
46138G540QQMGINVESCO EXCH TRADED FD TR II$3.1M0.12%82,450CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.9M0.11%131,495CommonSOLE
29364G103ETRENTERGY CORP NEW$2.8M0.10%33,450CommonSOLE
922908629VOVANGUARD INDEX FDS$2.6M0.10%9,284CommonSOLE
464287648IWOISHARES TR$2.6M0.10%8,984CommonSOLE
437076102HDHOME DEPOT INC$2.4M0.09%6,642CommonSOLE
922908637VVVANGUARD INDEX FDS$2.3M0.08%7,938CommonSOLE
464287150ITOTISHARES TR$2.3M0.08%16,672CommonSOLE
743315103PGRPROGRESSIVE CORP$2.1M0.08%7,955CommonSOLE
922908538VOTVANGUARD INDEX FDS$1.9M0.07%6,691CommonSOLE
64110L106NFLXNETFLIX INC$1.7M0.06%1,286CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.06%15,544CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.7M0.06%12,315CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.7M0.06%8,071CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$1.6M0.06%32,623CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.6M0.06%24,058CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.6M0.06%6,209CommonSOLE
464287671IUSGISHARES TR$1.6M0.06%10,409CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.06%2,697CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.5M0.06%15,260CommonSOLE
00287Y109ABBVABBVIE INC$1.3M0.05%7,100CommonSOLE
72201R718LDURPIMCO ETF TR$1.2M0.05%12,966CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.05%13,164CommonSOLE
464287101OEFISHARES TR$1.1M0.04%3,706CommonSOLE
038222105AMATAPPLIED MATLS INC$1.1M0.04%6,113CommonSOLE
464287614IWFISHARES TR$1.1M0.04%2,630CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.1M0.04%18,818CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.04%7,843CommonSOLE
46434G103IEMGISHARES INC$1.0M0.04%17,323CommonSOLE
68389X105ORCLORACLE CORP$1.0M0.04%4,704CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$967,1420.04%26,985CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$876,4430.03%33,073CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$837,1750.03%2,840CommonSOLE
78463V107GLDSPDR GOLD TR$834,6250.03%2,738CommonSOLE
464287663IUSVISHARES TR$829,6210.03%8,767CommonSOLE
922021605VTECVANGUARD CALIF TAX FREE FDS$824,9020.03%8,451CommonSOLE
G6683N103NUNU HLDGS LTD$806,6540.03%58,794CommonSOLE
17275R102CSCOCISCO SYS INC$788,0180.03%11,358CommonSOLE
548661107LOWLOWES COS INC$782,3140.03%3,526CommonSOLE
001055102AFLAFLAC INC$775,4470.03%7,353CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$769,2610.03%18,062CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$717,0910.03%23,792CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$701,6100.03%2,275CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$674,8910.03%2,163CommonSOLE
025816109AXPAMERICAN EXPRESS CO$660,9270.02%2,072CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$622,5080.02%25,367CommonSOLE
580135101MCDMCDONALDS CORP$595,1500.02%2,037CommonSOLE
090043100BILLBILL HOLDINGS INC$583,2460.02%12,608CommonSOLE
46432F842IEFAISHARES TR$573,6820.02%6,872CommonSOLE
464287598IWDISHARES TR$546,9520.02%2,816CommonSOLE
22266M104COURCOURSERA INC$543,0150.02%61,988CommonSOLE
191216100KOCOCA COLA CO$534,0210.02%7,548CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$524,4480.02%5,748CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$510,8730.02%19,141CommonSOLE
063671101BMOBANK MONTREAL QUE$505,4680.02%4,569CommonSOLE
907818108UNPUNION PAC CORP$504,3350.02%2,192CommonSOLE
369604301GEGE AEROSPACE$467,6780.02%1,817CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$466,8620.02%8,652CommonSOLE
78468R853SPSMSPDR SERIES TRUST$465,4050.02%10,925CommonSOLE
75513E101RTXRTX CORPORATION$462,2990.02%3,166CommonSOLE
713448108PEPPEPSICO INC$452,7650.02%3,429CommonSOLE
67092P805NUDMNUSHARES ETF TR$424,8150.02%11,970CommonSOLE
464285204IAUISHARES GOLD TR$415,8790.02%6,669CommonSOLE
464288273SCZISHARES TR$408,6910.02%5,623CommonSOLE
88579Y101MMM3M CO$408,6120.02%2,684CommonSOLE
949746101WMT2WELLS FARGO CO NEW$400,3600.01%4,997CommonSOLE
46429B267GOVTISHARES TR$387,3280.01%16,855CommonNONE
464288802SUSAISHARES TR$385,1130.01%3,038CommonSOLE
G54950103LINLINDE PLC$371,5910.01%792CommonSOLE
718172109PMPHILIP MORRIS INTL INC$356,4280.01%1,957CommonSOLE
78409V104SPGIS&P GLOBAL INC$333,2470.01%632CommonSOLE
464287879IJSISHARES TR$329,7100.01%3,314CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$319,9400.01%10,061CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$316,7830.01%6,461CommonSOLE
48251W104KKRKKR & CO INC$316,7440.01%2,381CommonSOLE
565394103CARTMAPLEBEAR INC$315,0970.01%6,965CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$313,6030.01%1,726CommonSOLE
464287804IJRISHARES TR$306,7840.01%2,807CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$303,5750.01%553CommonSOLE
375558103GILDGILEAD SCIENCES INC$302,7860.01%2,731CommonSOLE
149123101CATCATERPILLAR INC$302,4160.01%779CommonSOLE
464288281EMBISHARES TR$286,8440.01%3,097CommonSOLE
427096508HTGCHERCULES CAPITAL INC$283,3950.01%15,503CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$281,6120.01%1,985CommonSOLE
882508104TXNTEXAS INSTRS INC$277,3800.01%1,336CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$275,1850.01%1,215CommonSOLE
303250104FICOFAIR ISAAC CORP$274,1940.01%150CommonSOLE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$269,4020.01%2,450CommonSOLE
46982L108JJACOBS SOLUTIONS INC$268,6840.01%2,044CommonSOLE
92204A702VGTVANGUARD WORLD FD$265,9750.01%401CommonSOLE
855244109SBUXSTARBUCKS CORP$263,3360.01%2,874CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$262,7550.01%1,157CommonSOLE
650111107NYTNEW YORK TIMES CO$247,2640.01%4,417CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$247,0050.01%349CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$244,7320.01%2,074CommonSOLE
58933Y105MRKMERCK & CO INC$230,3560.01%2,910CommonSOLE
670100205NVONOVO-NORDISK A S$226,8690.01%3,287CommonSOLE
311900104FASTFASTENAL CO$223,2720.01%5,316CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$219,7730.01%2,985CommonSOLE
65339F101NEENEXTERA ENERGY INC$217,0760.01%3,127CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$216,5520.01%7,559CommonSOLE
36828A101GEVGE VERNOVA INC$216,4220.01%409CommonSOLE
921909768VXUSVANGUARD STAR FDS$204,7920.01%2,964CommonSOLE
464288778IATISHARES TR$202,6600.01%4,090CommonSOLE
615369105MCOMOODYS CORP$202,1410.01%403CommonSOLE
031162100AMGNAMGEN INC$201,0310.01%720CommonSOLE
756109104OREALTY INCOME CORP$200,5980.01%3,482CommonSOLE
192108504CDECOEUR MNG INC$168,3400.01%19,000CommonSOLE
088929104BGCBGC GROUP INC$118,3300.00%11,567CommonSOLE
30219Q106EXFYEXPENSIFY INC$52,6130.00%20,314CommonSOLE
14161W105CDLXCARDLYTICS INC$35,2950.00%21,456CommonSOLE

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.