account_balance

Investment manager · 13F filer · SEC CIK 1009209

Sand Hill Global Advisors, LLC

Reported value$3.36Bas of Sep 30, 2026
Positions221 15 new, 8 sold out
Top 10 weight55.4%VOO alone is 11%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 10.8% Held
EFA iShares Tr 9.4% Held
SPY SPDR S&P 500 ETF Trust 7.4% Held
SPYM SPDR Series Trust 4.8% Held
VNQ Vanguard Index FDS 4.8% Held
VWO Vanguard Intl Equity Index F 4.3% Held
IWM iShares Tr 4.0% Held
IJH iShares Tr 3.9% Held
VBK Vanguard Index FDS 3.0% Held
BOND Pimco ETF Tr 3.0% Trimmed −6%
ACWX iShares Tr 2.8% Trimmed −2%
QQQ Invesco QQQ Tr 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • CGCB $3.48M
  • CGCP $3.04M
  • MPWR $697K
  • VLO $428K
arrow_upwardAdded
  • BND +1311%
  • JMUB +634%
  • NFLX +91%
  • MUB +87%
arrow_downwardTrimmed
  • PANW −28%
  • SNOW −22%
  • VGIT −6%
  • BOND −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist