$583 Million is the total value of Sand Hill Global Advisors, LLC's 99 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DJCO | Daily Journal Corp | $3,061,000 | +45.8% | 11,637 | 0.0% | 0.52% | +50.4% | |
| IWO | iShares Russell 2000 Growth Inetf | $2,495,000 | +9.8% | 17,525 | 0.0% | 0.43% | +13.2% | |
| SO | Southern Co | $352,000 | +12.5% | 7,162 | 0.0% | 0.06% | +15.4% | |
| ISRG | Intuitive Surgical Inc | $344,000 | +14.7% | 650 | 0.0% | 0.06% | +18.0% | |
| PCG | PG & E Corp | $339,000 | +18.1% | 6,366 | 0.0% | 0.06% | +20.8% | |
| AGN | Allergan Inc | $254,000 | +19.2% | 1,197 | 0.0% | 0.04% | +25.7% | |
| GSTCQ | Gastar Exploration Inc | $48,000 | -59.0% | 20,000 | 0.0% | 0.01% | -57.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 24.6% |
| ISHARES TR | 42 | Q3 2023 | 15.7% |
| iShares Tr S&P Midcap 400 | 42 | Q3 2023 | 7.1% |
| iShares Tr S&P 100 Idx Fd | 42 | Q3 2023 | 7.3% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
| APPLE INC | 42 | Q3 2023 | 3.2% |
| AMAZON COM INC | 42 | Q3 2023 | 1.6% |
| VISA INC | 42 | Q3 2023 | 1.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.1% |
View Sand Hill Global Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Sand Hill Global Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.