Latest Sand Hill Global Advisors, LLC Stock Portfolio

Sand Hill Global Advisors, LLC Performance:

2024 Q4: -0.56%YTD: 3.23%2023: 13.37%

Performance for 2024 Q4 is -0.56%, and YTD is 3.23%, and 2023 is 13.37%.

About Sand Hill Global Advisors, LLC and 13F Hedge Fund Stock Holdings

Sand Hill Global Advisors, LLC is a hedge fund based in PALO ALTO, CA. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3 Billions. In it's latest 13F Holdings report, Sand Hill Global Advisors, LLC reported an equity portfolio of $2.4 Billions as of 31 Dec, 2024.

The top stock holdings of Sand Hill Global Advisors, LLC are VB, SPY, IJR. The fund has invested 11.1% of it's portfolio in VANGUARD INDEX FDS and 9.2% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off BLACKROCK INC (BLK), LAUDER ESTEE COS INC (EL) and ARISTA NETWORKS INC (ANET) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and ADVANCED MICRO DEVICES INC (AMD). Sand Hill Global Advisors, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), BLACKROCK INC and DOXIMITY INC (DOCS). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), VANGUARD SCOTTSDALE FDS (BNDW) and SCHWAB STRATEGIC TR (FNDA).

Sand Hill Global Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sand Hill Global Advisors, LLC made a return of -0.56% in the last quarter. In trailing 12 months, it's portfolio return was 3.23%.

New Buys

Ticker	$ Bought
invesco exchange traded fd t	72,599,700
blackrock inc	9,377,530
doximity inc	3,364,260
wynn resorts ltd	2,253,050
arista networks inc	1,443,630
ishares u s etf tr	1,312,370
ishares tr	307,374
goldman sachs group inc	206,716

New stocks bought by Sand Hill Global Advisors, LLC

Additions

Ticker	% Inc.
intuit	658
vanguard scottsdale fds	259
schwab strategic tr	207
schwab strategic tr	200
schwab strategic tr	199
schwab strategic tr	99.97
palo alto networks inc	96.8
schwab strategic tr	85.84

Additions to existing portfolio by Sand Hill Global Advisors, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-86.02
ishares tr	-59.22
advanced micro devices inc	-30.92
american tower corp new	-28.02
schwab strategic tr	-26.82
ishares inc	-26.73
newmont corp	-26.49
zoetis inc	-23.23

Sand Hill Global Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
lauder estee cos inc	-2,607,870
blackrock inc	-8,827,150
dollar gen corp new	-707,597
j p morgan exchange traded f	-491,017
ishares tr	-818,149
realty income corp	-220,828
vanguard star fds	-215,982
arista networks inc	-1,247,420

Sand Hill Global Advisors, LLC got rid off the above stocks

Sector Distribution

Sand Hill Global Advisors, LLC has about 77.5% of it's holdings in Others sector.

Sector	%
Others	77.5
Technology	7.2
Communication Services	2.8
Healthcare	2.4
Consumer Cyclical	2.3
Financial Services	2.2
Utilities	1.7
Industrials	1.6

Market Cap. Distribution

Sand Hill Global Advisors, LLC has about 20.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77.5
MEGA-CAP	12.4
LARGE-CAP	8.2
SMALL-CAP	1.5

Stocks belong to which Index?

About 20.7% of the stocks held by Sand Hill Global Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	79.3
S&P 500	19.2
RUSSELL 2000	1.5

Top 5 Winners (%)		%
PLTR	palantir technologies inc	103.3 %
EXFY	expensify inc	70.9 %
BILL	bill holdings inc	60.6 %
TSLA	tesla inc	52.3 %
AVGO	broadcom inc	34.3 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	4.8 M
NVDA	nvidia corporation	3.7 M
AMZN	amazon com inc	3.5 M
GOOG	alphabet inc	3.0 M
TSLA	tesla inc	2.9 M

Top 5 Losers (%)		%
ANET	arista networks inc	-72.0 %
PANW	palo alto networks inc	-49.1 %
NEM	newmont corp	-27.3 %
AMD	advanced micro devices inc	-23.0 %
UBER	uber technologies inc	-19.5 %

Top 5 Losers ($)		$
IJR	ishares tr	-21.9 M
PANW	palo alto networks inc	-7.5 M
ANET	arista networks inc	-3.7 M
IJR	ishares tr	-2.7 M
NEM	newmont corp	-1.6 M

Sand Hill Global Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC has 188 stocks in it's portfolio. About 60.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Sand Hill Global Advisors, LLC last quarter.

Last Reported on: 13 Feb, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	11.11	486,952	262,374,000	reduced	-6.99
Historical Trend of VANGUARD INDEX FDS Position Held By Sand Hill Global Advisors, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	SPY	spdr s&p 500 etf tr	9.23	372,011	218,028,000	reduced	-5.18

	IJR	ishares tr	8.73	2,729,640	206,388,000	added	0.11

	VEU	vanguard intl equity index f	5.96	3,199,960	140,926,000	added	5.91

	IJR	ishares tr	5.93	633,928	140,073,000	reduced	-0.18

	IJR	ishares tr	5.80	2,199,540	137,053,000	added	0.35

	BIL	spdr ser tr	4.85	1,663,680	114,694,000	added	0.56

	VB	vanguard index fds	3.15	836,245	74,492,700	added	1.62

	CSD	invesco exchange traded fd t	3.07	414,311	72,599,700	new

	IJR	ishares tr	2.71	660,319	63,984,900	added	9.31

	IJR	ishares tr	2.52	101,150	59,544,800	added	0.35

	BOND	pimco etf tr	2.02	527,443	47,691,400	reduced	-1.17

	NVDA	nvidia corporation	1.52	267,026	35,858,900	reduced	-6.45

	AMPS	ishares tr	1.52	1,558,770	35,820,600	reduced	-16.07

	AAPL	apple inc	1.51	142,539	35,694,700	reduced	-0.05

	MSFT	microsoft corp	1.16	64,960	27,380,700	reduced	-1.71

	GOOG	alphabet inc	1.02	127,361	24,109,400	reduced	-2.9

	AMZN	amazon com inc	0.98	105,138	23,066,200	reduced	-3.06

	BNDW	vanguard scottsdale fds	0.93	396,090	21,923,600	reduced	-0.57

	AGT	ishares tr	0.92	168,668	21,727,800	added	5.63