Sand Hill Global Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
197
Total value ($000)
$2,865,611
Net value change ($000)
+24,731 (0.9%)
New positions
10
Sold out positions
12
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFA 12,933 4.9%
BOND 8,467 17.0%
ESML 8,230 60.6%
GOOGL 6,952 25.2%
VRSK 4,551 NEW
VGIT 4,529 6.7%
AGG 3,656 5.5%
EAGG 3,615 68.8%
BRK-B 3,339 53.5%
IJH 3,193 2.2%
Top Reduces (Value $000, Stocks/ETFs)
DOCS -6,937 -39.5%
NVDA -5,948 -13.5%
ARE -5,276 -100.0%
QQQ -5,216 -6.6%
KMB -5,071 -100.0%
VEEV -3,948 -25.1%
SPY -3,725 -1.6%
META -2,555 -10.3%
MSFT -2,507 -7.2%
IWM -2,414 -1.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type