Sand Hill Global Advisors, LLC holds a focused book of 204 stocks worth $3.0B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Cadence Design Sys Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard S&P 500 ETF at 11% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1009209/holdings"
Use Arkolith to show Sand Hill Global Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $314.3M | 526.0K | 10.6% | ▲+8.3% Added · +40K sh | |
| 2 | Ishares TR MSCI EAFE ETF | $293.4M | 3.02M | 9.9% | ▲+4.3% Added · +123K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $216.1M | 332.2K | 7.3% | ▼−0.9% Reduced · −3K sh | |
| 4 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $174.5M | 3.23M | 5.9% | ▲+3.0% Added · +93K sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $158.6M | 2.35M | 5.3% | ▲+2.9% Added · +66K sh | |
| 6 | Vanguard Index FDS REAL ESTATE ETF | $154.5M | 1.74M | 5.2% | ▲+4.7% Added · +78K sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $141.1M | 1.84M | 4.7% | ▲+14% Added · +230K sh | |
| 8 | Ishares TR RUSSELL 2000 ETF | $139.8M | 563.9K | 4.7% | ▲+0.2% Added · +982 sh | |
| 9 | Pimco ETF TR ACTIVE BD ETF | $98.3M | 1.07M | 3.3% | ▲+71% Added · +441K sh | |
| 10 | Vanguard Index FDS SML CP GRW ETF | $95.0M | 314.3K | 3.2% | ▲+2.6% Added · +8K sh | |
| 11 | Ishares TR MSCI ACWI EX US | $88.4M | 1.29M | 3.0% | ▲11× Added · +1.2M sh | |
| 12 | Vanguard Scottsdale FDS INTER TERM TREAS | $75.7M | 1.27M | 2.5% | ▲+5.4% Added · +65K sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $71.8M | 124.4K | 2.4% | ▲+3.5% Added · +4K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $65.6M | 660.8K | 2.2% | ▼−6.4% Reduced · −45K sh | |
| 15 | Ishares TR CORE S&P500 ETF | $47.6M | 72.8K | 1.6% | ▼−3.5% Reduced · −3K sh | |
| 16 | Apple Inc COM | $41.7M | 164.1K | 1.4% | ▲+14% Added · +20K sh | |
| 17 | Nvidia Corporation COM | $36.4M | 208.6K | 1.2% | ▲+2.0% Added · +4K sh | |
| 18 | Alphabet Inc CAP STK CL A | $29.1M | 101.3K | 1.0% | ▼−8.3% Reduced · −9K sh | |
| 19 | Microsoft Corp COM | $28.2M | 76.1K | 0.9% | ▲+15% Added · +10K sh | |
| 20 | Amazon Com Inc COM | $26.6M | 127.5K | 0.9% | ▲+1.8% Added · +2K sh | |
| 21 | Ishares TR ESG AWR MSCI USA | $22.2M | 157.3K | 0.7% | ▲+1.5% Added · +2K sh | |
| 22 | Ishares TR ESG AWARE MSCI | $22.2M | 472.4K | 0.7% | ▼−0.5% Reduced · −2K sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $20.6M | 321.9K | 0.7% | ▼−1.5% Reduced · −5K sh | |
| 24 | Meta Platforms Inc CL A | $19.4M | 33.9K | 0.7% | ▲+0.2% Added · +77 sh | |
| 25 | JPMorgan Chase & Co COM | $19.3M | 65.7K | 0.6% | ▼−15% Reduced · −12K sh | |
| 26 | Ishares TR U.S. REAL ES ETF | $17.5M | 185.0K | 0.6% | ▲+0.7% Added · +1K sh | |
| 27 | Ishares TR ULTRA SHORT DUR | $16.5M | 326.1K | 0.6% | ▼−2.0% Reduced · −7K sh | |
| 28 | Visa Inc COM CL A | $14.7M | 48.5K | 0.5% | ▼−0.5% Reduced · −231 sh | |
| 29 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $14.5M | 287.1K | 0.5% | ▼−3.0% Reduced · −9K sh | |
| 30 | Pgim ETF TR PGIM ULTRA SH BD | $14.3M | 289.4K | 0.5% | ▼−3.1% Reduced · −9K sh | |
| 31 | Parker-Hannifin Corp COM | $13.6M | 15.1K | 0.5% | ▼−2.0% Reduced · −310 sh | |
| 32 | TJX Cos Inc New COM | $13.5M | 84.5K | 0.5% | ▼−0.7% Reduced · −569 sh | |
| 33 | Chevron Corporation COM | $12.7M | 61.5K | 0.4% | ▼−2.4% Reduced · −1K sh | |
| 34 | Ishares TR ESG AW MSCI EAFE | $12.6M | 131.6K | 0.4% | ▲+1.7% Added · +2K sh | |
| 35 | Berkshire Hathaway Inc Del CL A | $12.2M | 17 | 0.4% | ▼−5.5% Reduced · −1 sh | |
| 36 | Broadcom Inc COM | $12.1M | 39.1K | 0.4% | ▲+7.4% Added · +3K sh | |
| 37 | Johnson & Johnson COM | $12.0M | 49.0K | 0.4% | ▼−0.2% Reduced · −102 sh | |
| 38 | Vanguard BD Index FDS SHORT TRM BOND | $10.9M | 139.6K | 0.4% | ▲~0% Added · +27 sh | |
| 39 | Cme Group Inc COM | $10.8M | 36.7K | 0.4% | ▼−1.5% Reduced · −567 sh | |
| 40 | Ishares TR ESG AWR US AGRGT | $10.0M | 209.3K | 0.3% | ▲+13% Added · +24K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $9.7M | 20.3K | 0.3% | ▲+6.6% Added · +1K sh | |
| 42 | Vanguard Index FDS SMALL CP ETF | $9.3M | 35.4K | 0.3% | ▼−1.3% Reduced · −476 sh | |
| 43 | BlackRock Inc COM | $8.8M | 9.2K | 0.3% | ▲+1.7% Added · +157 sh | |
| 44 | Ecolab Inc COM | $8.5M | 31.8K | 0.3% | ▼−0.1% Reduced · −47 sh | |
| 45 | Procter & Gamble Co COM | $8.0M | 55.4K | 0.3% | ▲+4.0% Added · +2K sh | |
| 46 | American Elec PWR Co Inc COM | $8.0M | 60.7K | 0.3% | ▼−0.2% Reduced · −150 sh | |
| 47 | Eli Lilly & Co COM | $7.9M | 8.6K | 0.3% | ▲+2.2% Added · +182 sh | |
| 48 | Honeywell Intl Inc COM | $7.6M | 33.4K | 0.3% | ▼−1.5% Reduced · −510 sh | |
| 49 | Stryker Corporation COM | $7.5M | 22.9K | 0.3% | ▲~0% Added · +2 sh | |
| 50 | Waste Mgmt Inc Del COM | $7.3M | 31.9K | 0.2% | ▼−0.6% Reduced · −190 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 204 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 207 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 199 | $2.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 202 | $2.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 194 | $2.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 188 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 195 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 189 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 163 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 162 | $2.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 153 | $1.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 153 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 155 | $1.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 160 | $1.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 155 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 154 | $1.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 151 | $1.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 177 | $1.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 175 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 160 | $1.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 140 | $1.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 139 | $1.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 131 | $1.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 126 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.