Sand Hill Global Advisors 13F annual report
Sand Hill Global Advisors is an investment fund managing more than $2.2 trillion ran by Anthony Craun. There are currently 134 companies in Mr. Craun’s portfolio. The largest investments include Vanguard Index Fds and Spdr S&p 500 Etf Tr, together worth $573 billion.
$2.2 trillion Assets Under Management (AUM)
As of 6th August 2024, Sand Hill Global Advisors’s top holding is 1,440,042 shares of Vanguard Index Fds currently worth over $355 billion and making up 16.2% of the portfolio value.
In addition, the fund holds 399,154 shares of Spdr S&p 500 Etf Tr worth $217 billion.
The third-largest holding is Ishares Tr worth $740 billion and the next is Vanguard Intl Equity Index F worth $132 billion, with 3,012,897 shares owned.
Currently, Sand Hill Global Advisors's portfolio is worth at least $2.2 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sand Hill Global Advisors
The Sand Hill Global Advisors office and employees reside in Palo Alto, California. According to the last 13-F report filed with the SEC, Anthony Craun serves as the COO at Sand Hill Global Advisors.
Recent trades
In the most recent 13F filing, Sand Hill Global Advisors revealed that it had opened a new position in
Veeva Sys Inc and bought 48,820 shares worth $8.93 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
48,170 additional shares.
This makes their stake in Vanguard Index Fds total 1,440,042 shares worth $355 billion.
On the other hand, there are companies that Sand Hill Global Advisors is getting rid of from its portfolio.
Sand Hill Global Advisors closed its position in CVS Health Corp on 13th August 2024.
It sold the previously owned 77,809 shares for $6.21 billion.
Anthony Craun also disclosed a decreased stake in Spdr S&p 500 Etf Tr by approximately 0.1%.
This leaves the value of the investment at $217 billion and 399,154 shares.
One of the largest hedge funds
The two most similar investment funds to Sand Hill Global Advisors are Balentine and Saratoga Research & Investment Management. They manage $2.2 trillion and $2.2 trillion respectively.
Anthony Craun investment strategy
Sand Hill Global Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 7.1% of
the total portfolio value.
The fund focuses on investments in the United States as
52.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
51% of the total holdings value.
On the other hand, small-cap stocks make up only 0.7% of the portfolio.
The average market cap of the portfolio companies is close to $212 billion.
The complete list of Sand Hill Global Advisors trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
3.46%
1,440,042
|
$355,480,516,000 | 16.17% |
| Spdr S&p 500 Etf Tr |
1.09%
399,154
|
$217,227,379,000 | 9.88% |
| Ishares Tr |
4.77%
9,718,024
|
$739,853,866,000 | 33.65% |
| Vanguard Intl Equity Index F |
0.93%
3,012,897
|
$132,320,879,000 | 6.02% |
| Spdr Ser Tr |
4.44%
1,639,256
|
$104,642,079,000 | 4.76% |
| Pimco Etf Tr |
21.08%
693,891
|
$56,529,196,000 | 2.57% |
| NVIDIA Corp |
894.77%
280,944
|
$34,707,809,000 | 1.58% |
| Apple Inc |
1.05%
146,090
|
$30,769,524,000 | 1.40% |
| Microsoft Corporation |
3.12%
66,694
|
$29,808,885,000 | 1.36% |
| Alphabet Inc |
9.50%
151,406
|
$27,604,110,000 | 1.26% |
| Vanguard Scottsdale Fds |
10.86%
605,941
|
$35,024,479,000 | 1.59% |
| Amazon.com Inc. |
2.20%
108,459
|
$20,959,694,000 | 0.95% |
| JPMorgan Chase & Co. |
3.53%
91,048
|
$18,415,276,000 | 0.84% |
| Meta Platforms Inc |
1.81%
35,903
|
$18,102,905,000 | 0.82% |
| Visa Inc |
5.43%
63,203
|
$16,588,995,000 | 0.75% |
| Vanguard Tax-managed Fds |
4.63%
311,324
|
$15,385,617,000 | 0.70% |
| Adobe Inc |
1.31%
19,112
|
$10,617,480,000 | 0.48% |
| Tjx Cos Inc New |
0.85%
94,716
|
$10,428,255,000 | 0.47% |
| Salesforce Inc |
8.59%
39,951
|
$10,271,512,000 | 0.47% |
| Chevron Corp. |
0.25%
61,792
|
$9,665,492,000 | 0.44% |
| Veeva Sys Inc |
Opened
48,820
|
$8,934,548,000 | 0.41% |
| Parker-Hannifin Corp. |
4.35%
17,230
|
$8,714,853,000 | 0.40% |
| Procter And Gamble Co |
1.62%
51,859
|
$8,552,548,000 | 0.39% |
| Ecolab, Inc. |
1.86%
35,620
|
$8,477,485,000 | 0.39% |
| Johnson & Johnson |
0.48%
56,801
|
$8,302,052,000 | 0.38% |
| J P Morgan Exchange Traded F |
10.21%
162,881
|
$8,220,604,000 | 0.37% |
| Stryker Corp. |
2.19%
24,041
|
$8,180,050,000 | 0.37% |
| CME Group Inc |
0.01%
40,438
|
$7,950,207,000 | 0.36% |
| Honeywell International Inc |
0.01%
36,584
|
$7,812,178,000 | 0.36% |
| Eli Lilly & Co |
Opened
8,461
|
$7,660,517,000 | 0.35% |
| Autodesk Inc. |
1.30%
30,130
|
$7,455,669,000 | 0.34% |
| Blackrock Inc. |
0.87%
9,368
|
$7,375,997,000 | 0.34% |
| Palo Alto Networks Inc |
0.61%
21,562
|
$7,309,734,000 | 0.33% |
| Waste Mgmt Inc Del |
40.68%
33,649
|
$7,178,593,000 | 0.33% |
| Abbott Labs |
0.70%
67,648
|
$7,029,325,000 | 0.32% |
| Disney Walt Co |
1.53%
69,103
|
$6,861,273,000 | 0.31% |
| Danaher Corp. |
1.14%
27,410
|
$6,848,420,000 | 0.31% |
| Zoom Video Communications In |
Opened
111,128
|
$6,577,666,000 | 0.30% |
| Spdr S&p Midcap 400 Etf Tr |
3.96%
12,283
|
$6,572,646,000 | 0.30% |
| Boeing Co. |
4.47%
36,032
|
$6,558,184,000 | 0.30% |
| Mondelez International Inc. |
0.16%
99,836
|
$6,533,300,000 | 0.30% |
| CVS Health Corp |
Closed
77,809
|
$6,206,085,000 | |
| Booking Holdings Inc |
0.07%
1,536
|
$6,084,971,000 | 0.28% |
| DoorDash Inc |
7.48%
53,112
|
$5,777,523,000 | 0.26% |
| American Elec Pwr Co Inc |
0.03%
60,286
|
$5,289,494,000 | 0.24% |
| United Parcel Service, Inc. |
0.80%
38,036
|
$5,205,237,000 | 0.24% |
| Ishares Inc |
0.33%
149,776
|
$5,021,999,000 | 0.23% |
| Newmont Corp |
0.28%
112,845
|
$4,724,823,000 | 0.21% |
| Advanced Micro Devices Inc. |
Opened
28,390
|
$4,605,075,000 | 0.21% |
| Prologis Inc |
Opened
39,567
|
$4,443,805,000 | 0.20% |
| Dimensional Etf Trust |
0.00%
98,573
|
$5,368,322,000 | 0.24% |
| Tesla Inc |
2.73%
21,930
|
$4,339,411,000 | 0.20% |
| Keysight Technologies Inc |
Closed
26,935
|
$4,212,095,000 | |
| Cheniere Energy Inc. |
1.13%
23,985
|
$4,193,223,000 | 0.19% |
| Constellation Brands Inc |
0.03%
15,659
|
$4,028,836,000 | 0.18% |
| Zoetis Inc |
0.11%
23,228
|
$4,026,788,000 | 0.18% |
| American Tower Corp. |
18.65%
18,268
|
$3,550,991,000 | 0.16% |
| Schwab Strategic Tr |
0.94%
170,020
|
$7,486,582,000 | 0.34% |
| Vanguard Mun Bd Fds |
28.46%
69,132
|
$3,464,205,000 | 0.16% |
| Costco Whsl Corp New |
1.77%
4,020
|
$3,417,125,000 | 0.16% |
| Berkshire Hathaway Inc. |
64.19%
7,308
|
$2,972,868,000 | 0.14% |
| Lauder Estee Cos Inc |
1.05%
26,621
|
$2,832,490,000 | 0.13% |
| Accenture Plc Ireland |
No change
7,593
|
$2,303,792,000 | 0.10% |
| Home Depot, Inc. |
2.32%
6,525
|
$2,245,994,000 | 0.10% |
| Ishares Tr |
Opened
96,340
|
$9,374,985,000 | 0.43% |
| Select Sector Spdr Tr |
0.20%
21,314
|
$3,627,239,000 | 0.16% |
| Exxon Mobil Corp. |
1.91%
17,190
|
$1,978,911,000 | 0.09% |
| Progressive Corp. |
No change
7,837
|
$1,627,823,000 | 0.07% |
| Applied Matls Inc |
3.21%
6,521
|
$1,538,891,000 | 0.07% |
| Vanguard Specialized Funds |
2.46%
8,142
|
$1,486,382,000 | 0.07% |
| Vanguard Index Fds |
Opened
6,434
|
$1,477,044,000 | 0.07% |
| Spdr Gold Tr |
115.42%
5,909
|
$1,270,494,000 | 0.06% |
| Unitedhealth Group Inc |
1.47%
2,410
|
$1,227,381,000 | 0.06% |
| Mastercard Incorporated |
100.97%
2,691
|
$1,187,092,000 | 0.05% |
| Arista Networks Inc |
No change
3,250
|
$1,139,060,000 | 0.05% |
| Dollar Gen Corp New |
No change
8,367
|
$1,106,368,000 | 0.05% |
| Abbvie Inc |
2.18%
6,379
|
$1,094,126,000 | 0.05% |
| Uber Technologies Inc |
151.66%
14,901
|
$1,082,968,000 | 0.05% |
| Nu Hldgs Ltd |
531.16%
72,792
|
$938,289,000 | 0.04% |
| Ishares Inc |
Opened
16,948
|
$907,233,000 | 0.04% |
| Schwab Strategic Tr |
Opened
22,598
|
$1,579,708,000 | 0.07% |
| Netflix Inc. |
Opened
1,109
|
$748,442,000 | 0.03% |
| Oracle Corp. |
21.91%
4,948
|
$698,604,000 | 0.03% |
| Vanguard World Fd |
180.53%
1,167
|
$672,881,000 | 0.03% |
| BILL Holdings Inc |
Opened
12,608
|
$663,433,000 | 0.03% |
| Aflac Inc. |
5.56%
7,427
|
$663,305,000 | 0.03% |
| Intuit Inc |
0.40%
1,003
|
$659,182,000 | 0.03% |
| Lowes Cos Inc |
3.82%
2,937
|
$647,491,000 | 0.03% |
| Cisco Sys Inc |
6.36%
12,403
|
$589,267,000 | 0.03% |
| Pepsico Inc |
1.52%
3,569
|
$588,635,000 | 0.03% |
| Hercules Capital Inc |
49.97%
27,188
|
$555,995,000 | 0.03% |
| Union Pac Corp |
0.45%
2,447
|
$553,658,000 | 0.03% |
| Mcdonalds Corp |
0.09%
2,120
|
$540,261,000 | 0.02% |
| Automatic Data Processing In |
7.99%
2,258
|
$538,962,000 | 0.02% |
| International Business Machs |
16.94%
3,065
|
$530,092,000 | 0.02% |
| Merck & Co Inc |
20.06%
4,069
|
$503,790,000 | 0.02% |
| Coca-Cola Co |
15.68%
7,841
|
$499,080,000 | 0.02% |
| American Express Co. |
76.81%
2,120
|
$490,886,000 | 0.02% |
| Broadcom Inc |
Opened
295
|
$473,631,000 | 0.02% |
| Schwab Charles Corp |
No change
5,748
|
$423,570,000 | 0.02% |
| Invesco Actvely Mngd Etc Fd |
Closed
29,780
|
$413,049,000 | |
| Wells Fargo Co New |
No change
6,718
|
$398,982,000 | 0.02% |
| Bank Montreal Que |
Opened
4,702
|
$394,263,000 | 0.02% |
| Nushares Etf Tr |
No change
11,970
|
$372,626,000 | 0.02% |
| Linde Plc. |
2.79%
836
|
$366,845,000 | 0.02% |
| RTX Corp |
4.42%
3,507
|
$352,068,000 | 0.02% |
| GE Aerospace |
Opened
2,167
|
$344,488,000 | 0.02% |
| Vanguard World Fd |
Opened
1,963
|
$553,153,000 | 0.03% |
| Vanguard Bd Index Fds |
16.28%
7,573
|
$554,190,000 | 0.03% |
| Ishares Tr |
Closed
30,784
|
$588,910,000 | |
| Shopify Inc |
No change
4,725
|
$312,086,000 | 0.01% |
| Taiwan Semiconductor Mfg Ltd |
11.38%
1,722
|
$299,301,000 | 0.01% |
| Martin Marietta Matls Inc |
Opened
552
|
$299,074,000 | 0.01% |
| Synopsys, Inc. |
0.59%
502
|
$298,720,000 | 0.01% |
| S&P Global Inc |
0.60%
662
|
$295,252,000 | 0.01% |
| 3M Co. |
1.48%
2,853
|
$291,548,000 | 0.01% |
| Jacobs Solutions Inc |
No change
2,042
|
$285,288,000 | 0.01% |
| Ishares Gold Tr |
Opened
6,457
|
$283,656,000 | 0.01% |
| First Tr Lrge Cp Core Alpha |
3.47%
2,896
|
$280,883,000 | 0.01% |
| Caterpillar Inc. |
25.35%
816
|
$271,810,000 | 0.01% |
| Novo-nordisk A S |
Opened
1,855
|
$264,783,000 | 0.01% |
| Select Sector Spdr Tr |
Opened
6,411
|
$263,556,000 | 0.01% |
| Bruker Corp |
No change
4,012
|
$256,006,000 | 0.01% |
| KKR & Co. Inc |
1.98%
2,431
|
$255,838,000 | 0.01% |
| Texas Instrs Inc |
7.39%
1,303
|
$253,473,000 | 0.01% |
| Target Corp |
2.35%
1,699
|
$251,520,000 | 0.01% |
| Starbucks Corp. |
Closed
2,709
|
$247,567,000 | |
| Realty Income Corp. |
Opened
4,682
|
$247,303,000 | 0.01% |
| Bristol-Myers Squibb Co. |
1.15%
5,934
|
$246,439,000 | 0.01% |
| Apollo Global Mgmt Inc |
No change
1,985
|
$234,369,000 | 0.01% |
| Align Technology, Inc. |
Opened
943
|
$227,668,000 | 0.01% |
| New York Times Co. |
Opened
4,417
|
$226,195,000 | 0.01% |
| Conocophillips |
No change
1,972
|
$225,532,000 | 0.01% |
| Palantir Technologies Inc. |
Opened
8,648
|
$219,054,000 | 0.01% |
| AMGEN Inc. |
Opened
653
|
$204,030,000 | 0.01% |
| Hologic, Inc. |
No change
2,745
|
$203,816,000 | 0.01% |
| Fastenal Co. |
Closed
2,633
|
$203,110,000 | |
| Vanguard Star Fds |
Opened
3,326
|
$200,545,000 | 0.01% |
| Five9 Inc |
Closed
3,224
|
$200,243,000 | |
| Proshares Tr |
No change
2,082
|
$200,143,000 | 0.01% |
| Expensify Inc |
No change
27,189
|
$40,512,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 141 holdings | |||
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