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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 $3,321,438,480
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 514,982 $353,695,047 10.65%
2.
Ishares Trust
 HYG 2,996,113 $311,236,220 9.37%
3.
Spdr S & P 500 Etf Trust
 SPY 323,543 $241,612,555 7.27%
4.
Vanguard Index Fds - REAL ESTATE ETF
 1,754,412 $169,177,922 5.09%
5.
Spdr Series Trust
 KRE 1,812,084 $159,245,919 4.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.