Institutions / Sand Hill Global Advisors, LLC / Activity
Activity — Sand Hill Global Advisors, LLC
183 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-308.1K | -1K -2.36% | 61,484 0.43% of portfolio | low |
| Q1 2026 as of | Trim | 808524771 Common stock | $-307.1K | -11K -30.30% | 25,367 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464288356 Common stock | $-303.4K | -5K -7.09% | 69,965 0.13% of portfolio | low |
| Q1 2026 as of | New | N07059210 Common stock | $301.1K | +228 | 228 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Parker-Hannifin Corp Common stock | $-277.5K | -310 -2.01% | 15,138 0.46% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $263.6K | +919 +5.42% | 17,881 0.17% of portfolio | low |
| Q1 2026 as of | Exit | Airbnb, Inc. Common stock | $-253.4K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | 82509L107 Common stock | $251.2K | +2K | 2,118 <0.01% of portfolio | low |
| Q1 2026 as of | New | Northrop Grumman Corp Common stock | $247.7K | +363 | 363 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464288414 Common stock | $-247.3K | -2K -4.96% | 44,687 0.16% of portfolio | low |
| Q1 2026 as of | Add | 464287655 Common stock | $243.5K | +982 +0.17% | 563,866 4.71% of portfolio | low |
| Q1 2026 as of | New | ConocoPhillips Common stock | $239.3K | +2K | 1,813 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $239.0K | +2K +6.72% | 31,296 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 808524201 Common stock | $-236.8K | -9K -5.45% | 160,379 0.14% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $236.1K | +3K +47.67% | 9,619 0.02% of portfolio | low |
| Q1 2026 as of | Add | Autodesk, Inc. Common stock | $233.2K | +974 +3.31% | 30,401 0.24% of portfolio | low |
| Q1 2026 as of | New | Morgan Stanley Common stock | $232.9K | +1K | 1,415 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-232.2K | -2K -12.95% | 10,649 0.05% of portfolio | low |
| Q1 2026 as of | Exit | United Airlines Holdings Inc Common stock | $-225.8K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | Realty Income Corp Common stock | $219.7K | +4K | 3,591 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 464287309 Common stock | $-216.3K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | Amphenol Corp /De Common stock | $215.0K | +2K | 1,702 <0.01% of portfolio | low |
| Q1 2026 as of | New | Duke Energy Corp Common stock | $210.7K | +2K | 1,609 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46435G516 Common stock | $209.3K | +2K +1.69% | 131,592 0.42% of portfolio | low |
| Q1 2026 as of | New | Bristol Myers Squibb Co Common stock | $203.4K | +3K | 3,353 <0.01% of portfolio | low |
| Q1 2026 as of | New | NIKE, Inc. Common stock | $200.3K | +4K | 3,791 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 72201R866 Common stock | $-191.9K | -4K -5.53% | 62,742 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-182.9K | -535 -7.99% | 6,162 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 46434G863 Common stock | $-178.0K | -4K -3.61% | 104,434 0.16% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $169.9K | +475 +2.91% | 16,776 0.20% of portfolio | low |
| Q1 2026 as of | Trim | CME Group Inc Common stock | $-167.5K | -567 -1.52% | 36,693 0.36% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $167.4K | +182 +2.16% | 8,593 0.27% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $163.5K | +1K +2.43% | 42,920 0.23% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $151.0K | +157 +1.75% | 9,150 0.30% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $140.5K | +141 +4.03% | 3,644 0.12% of portfolio | low |
| Q1 2026 as of | Add | 46434G103 Common stock | $138.8K | +2K +55.20% | 5,595 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-134.4K | -792 -5.05% | 14,892 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q647 Common stock | $-133.3K | -3K -10.51% | 22,700 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $133.0K | +1K +21.92% | 8,170 0.02% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $130.1K | +453 +5.33% | 8,950 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Cheniere Energy, Inc. Common stock | $-130.0K | -458 -1.99% | 22,615 0.22% of portfolio | low |
| Q1 2026 as of | Add | Snowflake Inc. Common stock | $128.8K | +854 +3.03% | 29,072 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 922908751 Common stock | $-124.7K | -476 -1.33% | 35,399 0.31% of portfolio | low |
| Q1 2026 as of | Add | 464287739 Common stock | $116.0K | +1K +0.67% | 185,028 0.59% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-115.3K | -510 -1.50% | 33,403 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Walt Disney Co Common stock | $-111.4K | -1K -1.84% | 61,647 0.20% of portfolio | low |
| Q1 2026 as of | Trim | 464287234 Common stock | $-104.0K | -2K -1.52% | 118,701 0.23% of portfolio | low |
| Q1 2026 as of | Trim | 46435U663 Common stock | $-102.9K | -2K -0.46% | 472,402 0.75% of portfolio | low |
| Q1 2026 as of | Add | 063671101 Common stock | $98.7K | +729 +15.57% | 5,411 0.02% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-90.9K | -569 -0.67% | 84,462 0.45% of portfolio | low |