Sand Hill Global Advisors, LLC

CIK 0001009209 · Q2 2026

13F Equity AUM

$3.3B

+11.8% QoQ

Positions

214

+10 QoQ

AUM Rank

#1,829

Top 15%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,580 · Top 55%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 37.2%Top 10: 56.8%Top 20: 75.8%

VOO10.7%

EFA9.4%

SPY7.3%

VNQ5.1%

SPYM4.8%

IWM4.4%

VWO4.3%

IJH4.2%

BOND3.5%

VBK3.3%

Others (204)43.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services83.2%

Technology6.4%

Communication Services2.4%

Consumer Cyclical2.1%

Industrials2.0%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 214Median: 0.06%Avg: 0.47%

0–0.5%

184(17.4%)

0.5–1%

11(7.7%)

1–3%

9(18.1%)

3–5%

6(24.4%)

5%+

4(32.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 214vs 20 funds

0%Low

214

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New22Increased60Decreased93Exited12

New Positions

HONEYWELL AEROSPACE …0.1%

+16K

HONEYWELL INTL INC0.1%

+16K

WDC0.1%

+5K

CARR0.1%

+38K

AEHR0.1%

+26K

YUM0.0%

+7K

PSTG0.0%

+18K

QCOM0.0%

+5K

WEA0.0%

+7K

RSP0.0%

+1K

Increased

EEM2.6%

+1.2M(+978%)

BOND3.5%

+179K(+17%)

ICSH0.7%

+154K(+47%)

JPST0.7%

+145K(+50%)

VGIT2.4%

+90K(+7%)

AGG2.1%

+62K(+9%)

UNP0.4%

+45K(+2011%)

RTX0.2%

+38K(+1221%)

BKNG0.2%

+33K(+2376%)

VO0.1%

+24K(+269%)

Decreased

VWO4.3%

-808,965(-25%)

IJH4.2%

-537,850(-23%)

IWM4.4%

-82,398(-15%)

SPYM4.8%

-31,207(-2%)

EFA9.4%

-24,317(-1%)

VBK3.3%

-17,289(-6%)

ESML0.8%

-15,337(-3%)

ESGE0.1%

-12,079(-12%)

EAGG0.3%

-11,406(-5%)

VOO10.7%

-10,989(-2%)

Exited

-33,403

-10,343

-1,144

-363

-1,609

-2,235

-2,745

-1,859

-3,353

-39,697

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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