Sand Hill Global Advisors
Sand Hill Global Advisors reported 214 stocks worth $3.3B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VOO (10.7%), EFA (9.4%) and SPY (7.3%). Compared with Q1 2026, the fund opened new positions in HON, HONA and WDC, added to VNQ, BOND and EEM, trimmed VOO, EFA and SPY and sold out of INTU, ISRG and IJS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $354M | 10.7% | 515K | −11K (−2%) | 8 of 8 | |
| 2 |  EFA Ishares TR | $311M | 9.4% | 3M | −24K (−1%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $242M | 7.3% | 324K | −8,683 (−3%) | 8 of 8 | |
| 4 |  VNQ Vanguard Index Fds | $169M | 5.1% | 1.8M | +13K (+1%) | 8 of 8 | |
| 5 |  SPYM Spdr Series Trust | $159M | 4.8% | 1.8M | −31K (−2%) | 8 of 8 | |
| 6 |  IWM Ishares TR | $145M | 4.4% | 481K | −82K (−15%) | 8 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $144M | 4.3% | 2.4M | −809K (−25%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $140M | 4.2% | 1.8M | −538K (−23%) | 8 of 8 | |
| 9 |  BOND Pimco ETF TR | $115M | 3.5% | 1.2M | +179K (+17%) | 8 of 8 | |
| 10 |  VBK Vanguard Small Cap | $109M | 3.3% | 297K | −17K (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $7.6M | 33K |
 INTU Intuit | $4.5M | 10K |
 ISRG Intuitive Surgical Inc | $527K | 1,144 |
 IJS Ishares TR | $265K | 2,235 |
 NOC Northrop Grumman Corp | $248K | 363 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sand Hill Global Advisors 13F FAQ
What does Sand Hill Global Advisors own?
Sand Hill Global Advisors reported 214 stocks worth $3.3B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VOO (10.7%), EFA (9.4%) and SPY (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Sand Hill Global Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 58 added to, 89 trimmed and 12 sold out. New positions include HON, HONA and WDC. It sold all of INTU, ISRG and IJS.
When will Sand Hill Global Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sand Hill Global Advisors's portfolio worth?
The Q2 2026 filing reports $3.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.