Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC reported 214 holdings worth US$3.32B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Sand Hill Global Advisors, LLC reported 214 holdings worth US$3.32B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).

Holdings
214
Value as reported
US$3.32B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc168KUS$48.7M1.5%
Alphabet Inc (google) Class C119KUS$42.4M1.3%
Nvidia Corporation207KUS$41.4M1.2%
Amazon.com, Inc.128KUS$30.4M0.92%
Microsoft Corp.79,441US$29.6M0.89%
Berkshire Hathaway Inc.45,106US$22.6M0.68%
Jp Morgan Chase & Co.65,525US$21.4M0.65%
Meta Platforms, Inc.33,704US$19M0.57%
Visa Inc.49,014US$16.8M0.51%
Broadcom Inc.38,970US$14.7M0.44%
Parker-hannifin Corporation15,019US$14.7M0.44%
Palo Alto Networks, Inc.42,826US$14.6M0.44%
Union Pacific Corporation47,506US$12.9M0.39%
Tjx Companies, Inc. (the)83,497US$12.6M0.38%
Johnson & Johnson48,282US$12.3M0.37%
Snowflake Inc.44,489US$11.3M0.34%
Eli Lilly And Company8,749US$10.5M0.32%
Asml Holding Nv5,142US$10.2M0.31%
Chevron Corporation59,409US$9.85M0.30%
Ecolab Inc.31,651US$8.82M0.27%
Blackrock, Inc.9,143US$8.79M0.26%
American Electric Power Company, Inc.60,029US$8.21M0.25%
Doordash, Inc.44,386US$8.19M0.25%
Quanta Services, Inc.11,172US$8.04M0.24%
Procter & Gamble Company (the)54,122US$7.94M0.24%
Rtx Corporation41,425US$7.86M0.24%
Cme Group Inc.35,549US$7.85M0.24%
Tesla, Inc.17,705US$7.45M0.22%
Stryker Corporation22,942US$7.22M0.22%
Waste Management, Inc.31,242US$6.96M0.21%
Cadence Design Systems, Inc.18,459US$6.93M0.21%
Booking Holdings Inc. Common Stock34,018US$6.06M0.18%
Autodesk, Inc.30,282US$5.89M0.18%
Walt Disney Company (the)61,038US$5.87M0.18%
Prologis, Inc.41,616US$5.64M0.17%
Applied Materials, Inc.7,400US$5.35M0.16%
Cheniere Energy, Inc.22,187US$5.3M0.16%
Wynn Resorts, Limited54,232US$5.27M0.16%
Entergy Corporation43,630US$5.01M0.15%
Newmont Corporation49,788US$4.65M0.14%
Salesforce, Inc.26,752US$4.19M0.13%
Target Corporation31,088US$4.06M0.12%
Arthur J. Gallagher & Co.17,197US$3.95M0.12%
Netflix, Inc.50,693US$3.62M0.11%
Cbre Group Inc26,218US$3.53M0.11%
Costco Wholesale Corporation3,642US$3.41M0.10%
Western Digital Corporation4,731US$3.02M0.09%
Verisk Analytics, Inc.16,348US$2.93M0.09%
Vertex Pharmaceuticals Incorporated5,885US$2.92M0.09%
Home Depot, Inc. (the)8,160US$2.88M0.09%
Carrier Global Corporation37,922US$2.78M0.08%
Oracle Corporation18,177US$2.66M0.08%
Aehr Test Systems25,700US$2.47M0.07%
Exxon Mobil Corporation13,868US$1.9M0.06%
Mcdonald's Corporation6,943US$1.88M0.06%
Progressive Corporation (the)7,977US$1.74M0.05%
Abbvie Inc.6,617US$1.67M0.05%
Cisco Systems, Inc.12,724US$1.49M0.04%
Everpure, Inc.18,000US$1.42M0.04%
Taiwan Semiconductor Manufacturing Co., Ltd.2,854US$1.36M0.04%
Yum! Brands, Inc.7,494US$1.2M0.04%
Qualcomm Incorporated5,230US$966K0.03%
Bank Of Montreal5,411US$956K0.03%
Coca-cola Company (the)11,544US$938K0.03%
Caterpillar, Inc.871US$928K0.03%
Aflac Incorporated7,693US$902K0.03%
International Business Machines Corporation2,916US$820K0.02%
Wells Fargo & Company9,686US$800K0.02%
Mastercard Incorporated1,520US$781K0.02%
Palantir Technologies Inc.6,553US$765K0.02%
Lowe's Companies, Inc.3,356US$740K0.02%
Nu Holdings Ltd.55,298US$739K0.02%
Ge Aerospace1,617US$604K0.02%
Coupang, Inc.33,107US$575K0.02%
Charles Schwab Corporation (the)6,045US$558K0.02%
Western Alliance Bancorporation6,516US$536K0.02%
Abbott Laboratories5,865US$532K0.02%
Automatic Data Processing, Inc.2,294US$514K0.02%
Ge Vernova Inc.390US$458K0.01%
Goldman Sachs Group, Inc. (the)434US$439K0.01%
Danaher Corporation2,288US$436K0.01%
3m Company2,678US$434K0.01%
Intel Corporation3,102US$433K0.01%
Pepsico, Inc.3,192US$432K0.01%
Uber Technologies, Inc.5,890US$425K0.01%
Philip Morris International Inc2,194US$397K0.01%
Otis Worldwide Corporation5,410US$387K0.01%
American Express Company1,121US$379K0.01%
Cvb Financial Corporation16,025US$361K0.01%
S&p Global Inc.885US$360K0.01%
Texas Instruments Incorporated1,191US$355K0.01%
Advanced Micro Devices Inc579US$336K0.01%
Maplebear Inc.6,965US$330K<0.01%
Morgan Stanley1,496US$313K<0.01%
New York Times Company (the)4,417US$309K<0.01%
Walmart Inc.2,676US$303K<0.01%
Bank Of America Corporation5,313US$303K<0.01%
Amphenol Corporation1,702US$300K<0.01%
Merck & Company, Inc.2,287US$294K<0.01%
Fastenal Company5,830US$280K<0.01%

Every holding of Sand Hill Global Advisors, LLC

Source

View original at SEC

Related