Sand Hill Global Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$3,364,731
Net value change ($000)
+43,293 (1.3%)
New positions
15
Sold out positions
9
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 11,527 38.9%
VOO 9,511 2.7%
BND 7,263 1247.9%
AAPL 6,732 13.8%
SPY 6,518 2.7%
NVDA 5,946 14.4%
JMUB 5,911 589.3%
VTEC 5,738 600.8%
MU 5,552 2185.8%
PULS 5,157 33.5%
Top Reduces (Value $000, Stocks/ETFs)
BOND -12,963 -11.3%
IWM -9,887 -6.8%
VNQ -9,026 -5.3%
IJH -8,652 -6.2%
VGIT -8,113 -10.1%
VBK -6,410 -5.9%
EEM -3,795 -4.3%
HON -3,638 -100.0%
HONA -3,593 -100.0%
ACWX -2,785 -2.8%
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