Sand Hill Global Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$2,972,107
Net value change ($000)
+106,496 (3.7%)
New positions
16
Sold out positions
9
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ACWX 80,172 977.2%
BOND 40,159 69.1%
EFA 15,150 5.4%
SPYM 11,644 9.0%
VOO 9,828 3.2%
IJH 7,944 5.3%
VNQ 7,291 5.0%
VWO 5,945 3.5%
CDNS 5,188 NEW
NFLX 4,409 1052.3%
Top Reduces (Value $000, Stocks/ETFs)
SPY -12,549 -5.5%
VEEV -11,802 -100.0%
DOCS -10,641 -100.0%
ZM -10,170 -100.0%
ABT -6,571 -91.0%
JPM -5,633 -22.6%
GOOGL -5,427 -15.7%
AGG -4,930 -7.0%
IVV -4,100 -7.9%
MSFT -3,928 -12.2%
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