$980 Million is the total value of Sand Hill Global Advisors, LLC's 103 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NVDA | Exit | NVIDIA CORP | $0 | – | -1,550 | -100.0% | -0.02% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -3,399 | -100.0% | -0.02% | – |
IAT | Exit | ISHARES TRus regnl bks etf | $0 | – | -11,335 | -100.0% | -0.05% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -13,380 | -100.0% | -0.06% | – |
BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -169,082 | -100.0% | -0.30% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -54,498 | -100.0% | -0.51% | – |
AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -31,757 | -100.0% | -0.54% | – |
ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -820,373 | -100.0% | -2.87% | – |
KRE | Exit | SPDR SERIES TRUSTs&p regl bkg | $0 | – | -602,105 | -100.0% | -3.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-03
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.