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Home > Institutional Investor > Sand Hill Global Advisors, Llc > Profile

Instuitional Investor - Sand Hill Global Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sand Hill Global Advisors, Llc
Portfolio Value $2,693,784,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 531,012 $301,630,643 11.2%
2.
Ishares Trust
 VLUE 2,810,427 $251,224,087 9.33%
3.
Spdr S & P 500 Etf Trust
 SPY 364,378 $225,130,746 8.36%
4.
Vanguard Intl Equity Index Funds
 VWO 3,182,811 $157,421,821 5.84%
5.
Ishares Trust
 IEF 2,268,824 $140,712,439 5.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)