Sand Hill Global Advisors, LLC
13F filer · CIK 1009209 · Palo Alto, CA
Summary
Sand Hill Global Advisors, LLC reported $3.32B across 214 positions in its 13F for 2026 Q2, filed Aug 11, 2026. The largest holdings are VOO (10.6%), EFA (9.4%), SPY (7.3%). Versus 2026 Q1, leaving options aside, it opened 22 new positions, added to 60, trimmed 93 and sold out of 12.
Reported value$3.32B
Positions214
Report period2026 Q2
FiledAug 11, 2026
New positions22
Added60
Trimmed93
Sold out12
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.6%Value $353.70MPrice $703.61Shares 515K -2.09%Since Jun 30 +2.45%
Weight 9.4%Value $311.24MPrice $105.04Shares 3.00M -0.81%Since Jun 30 +1.12%
Weight 7.3%Value $241.61MPrice $765.61Shares 324K -2.61%Since Jun 30 +2.52%
Weight 5.1%Value $169.18MPrice $90.59Shares 1.75M +0.75%Since Jun 30 -6.06%
Weight 4.8%Value $159.25MPrice $90.08Shares 1.81M -1.69%Since Jun 30 +2.50%
Weight 4.4%Value $144.66MPrice $280.02Shares 481K -14.61%Since Jun 30 -6.80%
Weight 4.3%Value $144.40MPrice $59.69Shares 2.42M -25.06%Since Jun 30 -0.00%
Weight 4.2%Value $139.67MPrice $72.44Shares 1.81M -22.90%Since Jun 30 -6.06%
Weight 3.5%Value $114.70MPrice $87.06Shares 1.24M +16.79%Since Jun 30 -5.59%
Weight 3.3%Value $108.61MPrice $338.04Shares 297K -5.50%Since Jun 30 -7.56%
Weight 3.0%Value $98.31MPrice $76.18Shares 1.29M +0.08%Since Jun 30 +0.09%
Weight 2.6%Value $87.52MPrice $67.20Shares 1.28M +977.79%Since Jun 30 -1.77%
Weight 2.6%Value $86.49MPrice $736.53Shares 117K -5.60%Since Jun 30 +0.02%
Weight 2.4%Value $80.26MPrice $56.70Shares 1.36M +7.06%Since Jun 30 -3.87%
Weight 2.2%Value $71.56MPrice $94.60Shares 723K +9.41%Since Jun 30 -4.43%
Weight 1.6%Value $51.71MPrice $768.93Shares 69K -5.22%Since Jun 30 +2.68%
Weight 1.5%Value $48.66MPrice $329.40Shares 168K +2.46%Since Jun 30 +13.84%
Weight 1.2%Value $41.40MPrice $228.86Shares 207K -0.82%Since Jun 30 +14.38%
Weight 1.1%Value $36.11MPrice $342.75Shares 101K -0.22%Since Jun 30 -4.09%
Weight 0.9%Value $30.43MPrice $246.67Shares 128K +0.15%Since Jun 30 +3.49%
Weight 0.9%Value $29.63MPrice $509.22Shares 79K +4.34%Since Jun 30 +36.51%
Weight 0.8%Value $25.56MPrice $52.43Shares 457K -3.25%Since Jun 30 -6.26%
Weight 0.8%Value $25.35MPrice $167.38Shares 155K -1.52%Since Jun 30 +2.27%
Weight 0.7%Value $24.31MPrice $50.38Shares 481K +47.37%Since Jun 30 -0.40%
Weight 0.7%Value $22.38MPrice $71.31Shares 314K -2.42%Since Jun 30 +0.08%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.6% | $353.70M | +2.45% | -2.09% | Trim | |
| 9.4% | $311.24M | +1.12% | -0.81% | Trim | |
| 7.3% | $241.61M | +2.52% | -2.61% | Trim | |
| 5.1% | $169.18M | -6.06% | +0.75% | Add | |
| 4.8% | $159.25M | +2.50% | -1.69% | Trim | |
| 4.4% | $144.66M | -6.80% | -14.61% | Trim | |
| 4.3% | $144.40M | -0.00% | -25.06% | Trim | |
| 4.2% | $139.67M | -6.06% | -22.90% | Trim | |
| 3.5% | $114.70M | -5.59% | +16.79% | Add | |
| 3.3% | $108.61M | -7.56% | -5.50% | Trim | |
| 3.0% | $98.31M | +0.09% | +0.08% | Add | |
| 2.6% | $87.52M | -1.77% | +977.79% | Add | |
| 2.6% | $86.49M | +0.02% | -5.60% | Trim | |
| 2.4% | $80.26M | -3.87% | +7.06% | Add | |
| 2.2% | $71.56M | -4.43% | +9.41% | Add | |
| 1.6% | $51.71M | +2.68% | -5.22% | Trim | |
| 1.5% | $48.66M | +13.84% | +2.46% | Add | |
| 1.2% | $41.40M | +14.38% | -0.82% | Trim | |
| 1.1% | $36.11M | -4.09% | -0.22% | Trim | |
| 0.9% | $30.43M | +3.49% | +0.15% | Add | |
| 0.9% | $29.63M | +36.51% | +4.34% | Add | |
| 0.8% | $25.56M | -6.26% | -3.25% | Trim | |
| 0.8% | $25.35M | +2.27% | -1.52% | Trim | |
| 0.7% | $24.31M | -0.40% | +47.37% | Add | |
| 0.7% | $22.38M | +0.08% | -2.42% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.