$1.25 Billion is the total value of Sand Hill Global Advisors, LLC's 126 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | New | VANGUARD BD INDEX FDSintermed term | $17,714,000 | – | 190,086 | +100.0% | 1.42% | – |
| TJX | New | TJX COS INC NEW | $4,451,000 | – | 88,042 | +100.0% | 0.36% | – |
| BKNG | New | BOOKING HOLDINGS INC | $4,181,000 | – | 2,626 | +100.0% | 0.33% | – |
| ESGE | New | ISHARES INCesg msci em etf | $1,658,000 | – | 51,674 | +100.0% | 0.13% | – |
| ESML | New | ISHARES TResg msci usa sml | $1,499,000 | – | 59,808 | +100.0% | 0.12% | – |
| HARP | New | HARPOON THERAPEUTICS INC | $382,000 | – | 23,042 | +100.0% | 0.03% | – |
| MCO | New | MOODYS CORP | $255,000 | – | 927 | +100.0% | 0.02% | – |
| SPGI | New | S&P GLOBAL INC | $233,000 | – | 706 | +100.0% | 0.02% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $223,000 | – | 1,073 | +100.0% | 0.02% | – |
| SYY | New | SYSCO CORP | $229,000 | – | 4,196 | +100.0% | 0.02% | – |
| HOLX | New | HOLOGIC INC | $226,000 | – | 3,964 | +100.0% | 0.02% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $220,000 | – | 2,939 | +100.0% | 0.02% | – |
| CLX | New | CLOROX CO DEL | $228,000 | – | 1,041 | +100.0% | 0.02% | – |
| NYT | New | NEW YORK TIMES COcl a | $214,000 | – | 5,100 | +100.0% | 0.02% | – |
| BA | New | BOEING CO | $208,000 | – | 1,133 | +100.0% | 0.02% | – |
| O | New | REALTY INCOME CORP | $218,000 | – | 3,662 | +100.0% | 0.02% | – |
| TSLA | New | TESLA INC | $206,000 | – | 191 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
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.