Sand Hill Global Advisors, LLC reported 126 positions worth $635.83M for the quarter ended Jun 30, 2026, up 16.6% on the prior quarter. It opened 17 new positions, added to 35, trimmed 58 and exited 9. Its largest holding is Apple Inc. at 7.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNP Union Pacific Corp | +45.3K | +2,011.4% | $12.31M | 2.03% |
| ASML Asml Holding Nv | +4,914 | +2,155.3% | $9.78M | 1.61% |
| RTX RTX Corp | +38.3K | +1,221.0% | $7.26M | 1.24% |
| SNOW Snowflake Inc. | +15.4K | +53.0% | $3.92M | 1.78% |
| HONA Honeywell Aerospace Inc. | +16.3K | – | $3.59M | 0.565% |
| WDC Western Digital Corp | +4,731 | – | $3.02M | 0.475% |
| CARR CARRIER GLOBAL Corp | +37.9K | – | $2.78M | 0.437% |
| AEHR Aehr Test Systems | +25.7K | – | $2.47M | 0.388% |
| ORCL Oracle Corp | +14.3K | +367.0% | $2.09M | 0.419% |
| P Everpure, Inc. | +18.0K | – | $1.42M | 0.223% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTU Intuit Inc. | -10.3K | -100.0% | $4.47M | Exited |
| PWR Quanta Services, Inc. | -1,100 | -9.0% | $792.04K | 1.27% |
| VRSK Verisk Analytics, Inc. | -4,115 | -20.1% | $738.77K | 0.462% |
| ISRG Intuitive Surgical Inc | -1,144 | -100.0% | $527.37K | Exited |
| CVX Chevron Corp | -2,075 | -3.4% | $343.95K | 1.55% |
| AJG Arthur J. Gallagher & Co. | -1,485 | -7.9% | $340.92K | 0.621% |
| NVDA Nvidia Corp | -1,702 | -0.8% | $340.55K | 6.51% |
| BRK-B Berkshire Hathaway Inc | -640 | -3.2% | $320.25K | 1.55% |
| WYNN Wynn Resorts Ltd | -2,819 | -4.9% | $273.70K | 0.828% |
| CME Cme Group Inc. | -1,144 | -3.1% | $252.63K | 1.23% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +16.3K | $3.59M | 0.565% |
| WDC Western Digital Corp | +4,731 | $3.02M | 0.475% |
| CARR CARRIER GLOBAL Corp | +37.9K | $2.78M | 0.437% |
| AEHR Aehr Test Systems | +25.7K | $2.47M | 0.388% |
| P Everpure, Inc. | +18.0K | $1.42M | 0.223% |
| YUM Yum Brands Inc | +7,494 | $1.20M | 0.188% |
| QCOM Qualcomm Inc | +5,230 | $966.45K | 0.152% |
| WAL Western Alliance Bancorporation | +6,516 | $535.62K | 0.084% |
| INTC Intel Corp | +3,102 | $433.11K | 0.068% |
| OTIS Otis Worldwide Corp | +5,410 | $387.36K | 0.061% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| INTU Intuit Inc. | -10.3K | $4.47M | 0.82% |
| ISRG Intuitive Surgical Inc | -1,144 | $527.37K | 0.097% |
| NOC Northrop Grumman Corp | -363 | $247.65K | 0.045% |
| COP Conocophillips | -1,813 | $239.29K | 0.044% |
| COUR Coursera, Inc. | -39.7K | $231.04K | 0.042% |
| DUK Duke Energy CORP | -1,609 | $210.66K | 0.039% |
| APO Apollo Global Management, Inc. | -1,859 | $207.18K | 0.038% |
| BMY Bristol Myers Squibb Co | -3,353 | $203.36K | 0.037% |
| NKE NIKE, Inc. | -3,791 | $200.26K | 0.037% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 168.2K | $48.66M | 7.65% | +4,032 | +2.5% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 206.9K | $41.40M | 6.51% | -1,702 | -0.8% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 101.1K | $36.11M | 5.68% | -222 | -0.2% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 127.7K | $30.43M | 4.79% | +194 | +0.2% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 79.4K | $29.63M | 4.66% | +3,306 | +4.3% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 65.5K | $21.45M | 3.37% | -148 | -0.2% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 33.7K | $18.99M | 2.99% | -237 | -0.7% | Reduced | 0% |
| 8 | V Visa Inc. | Financial Services | 49.0K | $16.82M | 2.64% | +539 | +1.1% | Added | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 39.0K | $14.72M | 2.32% | -133 | -0.3% | Reduced | 0% |
| 10 | PH Parker-Hannifin Corp | Industrials | 15.0K | $14.69M | 2.31% | -119 | -0.8% | Reduced | 0.01% |
| 11 | PANW Palo Alto Networks Inc | Technology | 42.8K | $14.60M | 2.3% | -94 | -0.2% | Reduced | 0.01% |
| 12 | UNP Union Pacific Corp | Industrials | 47.5K | $12.92M | 2.03% | +45.3K | +2,011.4% | Added | 0.01% |
| 13 | BRK-A Berkshire Hathaway Inc | Financial Services | 17 | $12.73M | 2% | 0 | 0.0% | Unchanged | 0% |
| 14 | TJX Tjx Companies Inc | Consumer Discretionary | 83.5K | $12.65M | 1.99% | -965 | -1.1% | Reduced | 0.01% |
| 15 | JNJ Johnson & Johnson | Healthcare | 48.3K | $12.26M | 1.93% | -761 | -1.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Sand Hill Global Advisors.
As of its Q2 2026 13F filing, Sand Hill Global Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 7.7%, Nvidia Corp (NVDA) at 6.5%, Alphabet Inc. (GOOGL) at 5.7%, Amazon Com Inc (AMZN) at 4.8%, Microsoft Corp (MSFT) at 4.7% of the reported portfolio.
Sand Hill Global Advisors, LLC reported a 13F portfolio worth $635.83M across 126 positions for Q2 2026. That is up 16.6% from the previous quarter.
Its largest purchases by value were Union Pacific Corp ($12.31M), Asml Holding Nv ($9.78M), RTX Corp ($7.26M). It opened 17 new positions.
Its largest sales by value were Intuit Inc. ($4.47M), Quanta Services, Inc. ($792.04K), Verisk Analytics, Inc. ($738.77K). It exited 9 positions entirely.
From the Form 13F-HR reports Sand Hill Global Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.