Titelia

Holdings of Sand Hill Global Advisors, LLC

189 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.5 % of the equity sleeve

Sector breakdown

  • Funds 25.6 %
  • Technology 5.4 %
  • Financials 2.9 %
  • Consumer discretionary 2.3 %
  • Communication 2.2 %
  • Industrials 1.5 %
  • Health care 1.2 %
  • Materials 0.5 %
  • Consumer staples 0.5 %
  • Utilities 0.5 %
  • Real estate 0.3 %
  • Energy 0.3 %
  • Unattributed 57.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1872.9B $99.96 %
2TW1996.7K $0.03 %
3NL1301.1K $0.01 %

Positions

RankCompanySharesValueWeight
101SELECT SECTOR SPDR TRUST (THE) 11,4231.5M $
102PIMCO ETF TR 13,8451.3M $
103iShares Russell 1000 Growth ETF 2,6301.1M $
104Vanguard Scottsdale Funds 19,0281.1M $
105Ishares S&p 100 Etf 3,4941.1M $
106SPDR Gold Shares 2,5371.1M $
107Dimensional ETF Trust 25,8821M $
108Taiwan Semiconductor Manufacturing Co Ltd 2,949996.7K $
109Cisco Systems, Inc. 11,992930.5K $
110Schwab International Small-Cap Equity ETF 19,894929.8K $
111Palantir Technologies Inc 6,200906.9K $
112Aflac Inc 7,779853.4K $
113Lowe's Cos Inc 3,478821.8K $
114Schwab Emerging Markets Equity ETF 23,792783.9K $
115iShares Core MSCI EAFE ETF 8,170739.6K $
116Mastercard Inc 1,469734.2K $
117Coca-Cola Co/The 9,619731.5K $
118Schwab Fundamental U.S. Large Company ETF 25,367706.5K $
119International Business Machines Corp. 2,821683.8K $
120Abbott Laboratories 6,362653.2K $
121McDonald's Corp. 2,091649.9K $
122Caterpillar Inc 893632.7K $
123Coupang Inc 33,107625.1K $
124RTX Corp 3,136604.9K $
125Vanguard Total Bond Market ETF 7,924583.5K $
126Ishares Gold Trust 6,560578.3K $
127Oracle Corp 3,892572.5K $
128Charles Schwab Corp/The 6,045568.1K $
129iShares Trust 2,614558.6K $
130Union Pacific Corp 2,250545.9K $
131Intuitive Surgical Inc 1,144527.4K $
132Dimensional U S Targeted Value ETF 8,128507.6K $
133CAPITAL GROUP MUNICIPAL INCOME ETF 18,054490.2K $
134PepsiCo Inc 3,155489.9K $
135State Street Spdr Dow Jones Industrial Average Etf Trust 1,050486.4K $
136Automatic Data Processing Inc 2,326472.6K $
137Danaher Corp 2,482470.6K $
138SPDR Series Trust 9,276448.2K $
139iShares MSCI EAFE Small-Cap ETF 5,623440.9K $
140General Electric Co 1,520431.4K $
141Uber Technologies Inc 5,980430.1K $
142Wells Fargo & Co 5,347425.7K $
143iShares ESG Optimized MSCI USA ETF 3,038401.4K $
144iShares Core MSCI Emerging Markets ETF 5,595390.2K $
1453M Co 2,678388.9K $
146New York Times Co/The 4,417369.8K $
147Goldman Sachs Group Inc/The 433366.3K $
148FT Vest Laddered Buffer ETF 10,061339.8K $
149American Express Co 1,094330.9K $
150Walmart Inc 2,660330.6K $
151Vanguard Information Technology ETF 469327.2K $
152Philip Morris International Inc. 1,958323.7K $
153S&P Global Inc 753320.3K $
154GE Vernova Inc 365318.4K $
155INVESCO EXCHANGE-TRADED FUND TRUST II 1,319313.4K $
156ASML Holding NV 228301.1K $
157NextEra Energy Inc 3,193296.5K $
158Merck & Co Inc 2,449294.5K $
159iShares Trust 12,664290.1K $
160iShares Core S&P Small-Cap ETF 2,322288.7K $
161iShares Select Dividend ETF 1,808273.7K $
162Fastenal Co 5,830270.5K $
163Amgen Inc 762268.1K $
164iShares J.P. Morgan USD Emerging Markets Bond ETF 2,832266K $
165Thermo Fisher Scientific Inc 541265.9K $
166iShares Trust 2,235264.7K $
167Bank of America Corp 5,421264.3K $
168Maplebear Inc 6,965260.9K $
169Jacobs Solutions Inc 2,002254.8K $
170Texas Instruments Inc 1,303253K $
171Northrop Grumman Corp 363247.7K $
172ConocoPhillips 1,813239.3K $
173Vanguard Total International S 3,057235.7K $
174Morgan Stanley 1,415232.9K $
175Starbucks Corp 2,594232.4K $
176Coursera Inc 39,697231K $
177First Trust Exchange-Traded AlphaDEX Fund 1,821222K $
178KKR & Co Inc 2,381220.2K $
179Realty Income Corp 3,591219.7K $
180Amphenol Corp 1,702215K $
181Duke Energy Corp 1,609210.7K $
182Hologic Inc 2,745207.5K $
183Apollo Global Management Inc 1,859207.2K $
184Moody's Corp 471205.5K $
185Hercules Capital Inc 13,832204.3K $
186Bristol-Myers Squibb Co 3,353203.4K $
187NIKE Inc 3,791200.3K $
188Expensify Inc 20,31417.7K $
189PMV Pharmaceuticals Inc 12,53915.5K $