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.

Limited to 30 biggest holdings

$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