Sand Hill Global Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
214
Total value ($000)
$3,321,438
Net value change ($000)
+349,331 (11.8%)
New positions
22
Sold out positions
12
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EEM 80,779 1198.3%
VOO 39,401 12.5%
SPY 25,553 11.8%
SPYM 18,160 12.9%
EFA 17,862 6.1%
BOND 16,415 16.7%
VNQ 14,715 9.5%
QQQ 14,681 20.4%
VBK 13,619 14.3%
UNP 12,376 2266.7%
Top Reduces (Value $000, Stocks/ETFs)
VWO -30,081 -17.2%
IJH -18,968 -12.0%
HON -7,550 -100.0%
INTU -4,472 -100.0%
CME -2,987 -27.6%
CVX -2,873 -22.6%
ADSK -1,391 -19.1%
NFLX -1,209 -25.0%
LNG -1,114 -17.4%
VRSK -948 -24.4%
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