Sand Hill Global Advisors, LLC
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$3B
Holdings
204
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +2586.1% (498 → 13.4k shares)
10.6%
02
$EFA
ISHARES TR
Q1 2026: Exited (was 2.0k shares)
9.9%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +1559.1% (460 → 7.6k shares)
7.3%
04
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +842.4% (1.8k → 16.8k shares)
5.9%
05
$IJH
ISHARES TR
Q1 2026: Increased +1654.6% (436 → 7.7k shares)
5.3%
06
$VNQ
VANGUARD INDEX FDS
Q1 2026: Exited (was 902 shares)
5.2%
07
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 118 shares)
4.7%
08
$IWM
ISHARES TR
Q1 2026: Increased +74.8% (682 → 1.2k shares)
4.7%
09
$BOND
PIMCO ETF TR
Q1 2026: Exited (was 624.5k shares)
3.3%
10
$VBK
VANGUARD INDEX FDS
Q1 2026: Exited (was 36 shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.