Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 7, 2013

Total Value ($000): $580,269 (100.0% shares, 0.0% debt)

Holdings (74)

EFA iShares MSCI EAFE Index 14.9%
Value ($000) $86,579 Shares 1,357,012 Est. Cost $59.05 Unrealized
SPY SPDR S&P 500 11.7%
Value ($000) $68,123 Shares 405,472 Est. Cost $163.02 Unrealized
IWF iShares Russell 1000 Growth In 11.7%
Value ($000) $67,672 Shares 865,376 Est. Cost $74.12 Unrealized
OEF iShares Tr S&P 100 Idx Fd 6.5%
Value ($000) $37,740 Shares 504,276 Est. Cost $72.96 Unrealized
IJH iShares Tr S&P Midcap 400 6.1%
Value ($000) $35,510 Shares 286,045 Est. Cost $117.42 Unrealized
Technology Select Sector SPDR 5.4%
Value ($000) $31,247 Shares 975,243 Est. Cost $31.07 Unrealized
VWO Vanguard MSCI Emerging Markets 4.9%
Value ($000) $28,515 Shares 710,478 Est. Cost $40.13 Unrealized
MDY SPDR S&P Midcap 400 ETF 2.0%
Value ($000) $11,519 Shares 50,895 Est. Cost $216.34 Unrealized
IVV iShares S&P 500 Index Fund 1.9%
Value ($000) $11,289 Shares 66,839 Est. Cost $164.72 Unrealized
META Facebook Inc Cl A 1.6%
Value ($000) $9,031 Shares 179,791 Est. Cost $36.96 Unrealized 0.0%
AAPL Apple 1.3%
Value ($000) $7,719 Shares 16,190 Est. Cost $13.47 Unrealized +6.0%
Google Inc Cl-A 1.2%
Value ($000) $6,942 Shares 7,925 Est. Cost $878.97 Unrealized
XOM Exxon Mobil Corporation 1.1%
Value ($000) $6,436 Shares 74,804 Est. Cost $53.82 Unrealized +0.6%
CVX ChevronTexaco Corp 1.0%
Value ($000) $5,988 Shares 49,285 Est. Cost $71.44 Unrealized +2.3%
NKE Nike Inc 1.0%
Value ($000) $5,906 Shares 81,303 Est. Cost $26.80 Unrealized +4.3%
PG Procter & Gamble 1.0%
Value ($000) $5,627 Shares 74,442 Est. Cost $55.31 Unrealized +1.7%
JNJ Johnson & Johnson 1.0%
Value ($000) $5,555 Shares 64,074 Est. Cost $60.60 Unrealized +4.8%
IBM International Business Machine 1.0%
Value ($000) $5,544 Shares 29,939 Est. Cost $117.02 Unrealized -4.7%
WFC Wells Fargo 0.9%
Value ($000) $5,328 Shares 128,953 Est. Cost $28.20 Unrealized +7.1%
INTC Intel 0.9%
Value ($000) $4,991 Shares 217,746 Est. Cost $17.10 Unrealized -1.1%
General Electric 0.9%
Value ($000) $4,934 Shares 206,522 Est. Cost $23.32 Unrealized
DIS Walt Disney 0.8%
Value ($000) $4,738 Shares 73,470 Est. Cost $56.41 Unrealized +0.9%
QCOM Qualcomm Inc 0.8%
Value ($000) $4,689 Shares 69,656 Est. Cost $45.46 Unrealized +2.4%
Visa Corp 0.8%
Value ($000) $4,671 Shares 24,443 Est. Cost $184.72 Unrealized
SCHW Charles Schwab New 0.8%
Value ($000) $4,579 Shares 216,604 Est. Cost $16.68 Unrealized +12.6%
EMC Corp 0.8%
Value ($000) $4,505 Shares 176,261 Est. Cost $24.18 Unrealized
AMZN Amazon.com Inc 0.8%
Value ($000) $4,495 Shares 14,377 Est. Cost $13.74 Unrealized +8.5%
T AT&T Inc 0.7%
Value ($000) $4,306 Shares 127,327 Est. Cost $11.28 Unrealized -2.9%
E.I. du Pont de Nemours and Co 0.7%
Value ($000) $4,299 Shares 73,420 Est. Cost $53.92 Unrealized
MMM 3M Co. 0.7%
Value ($000) $4,280 Shares 35,844 Est. Cost $62.55 Unrealized +5.5%
CME CME Group Inc Com 0.7%
Value ($000) $4,231 Shares 57,269 Est. Cost $40.61 Unrealized +9.0%
CAH Cardinal Health Inc 0.7%
Value ($000) $4,153 Shares 79,637 Est. Cost $33.58 Unrealized +8.7%
SLB Schlumberger 0.7%
Value ($000) $4,141 Shares 46,865 Est. Cost $54.60 Unrealized +8.0%
UPS United Parcel Service CL B 0.7%
Value ($000) $4,119 Shares 45,085 Est. Cost $55.86 Unrealized +2.3%
PFE Pfizer 0.7%
Value ($000) $4,115 Shares 143,251 Est. Cost $16.43 Unrealized -0.5%
Starwood Hotels & Resorts Worl 0.7%
Value ($000) $4,001 Shares 60,211 Est. Cost $64.08 Unrealized
KO Coca Cola 0.7%
Value ($000) $3,996 Shares 105,484 Est. Cost $27.54 Unrealized -2.8%
IWO iShares Russell 2000 Growth In 0.7%
Value ($000) $3,957 Shares 31,443 Est. Cost $117.73 Unrealized
IJK iShares S&P Midcap 400/Growth 0.7%
Value ($000) $3,915 Shares 28,141 Est. Cost $132.60 Unrealized
JPM J P Morgan Chase & Co. 0.7%
Value ($000) $3,877 Shares 75,013 Est. Cost $36.78 Unrealized +4.7%
CPB Campbell Soup 0.7%
Value ($000) $3,794 Shares 93,192 Est. Cost $30.82 Unrealized -0.5%
CAT Caterpillar 0.6%
Value ($000) $3,768 Shares 45,184 Est. Cost $61.58 Unrealized +0.1%
BHP BHP Billiton Ltd. 0.6%
Value ($000) $3,626 Shares 54,527 Est. Cost $60.26 Unrealized
TGT Target Corporation 0.6%
Value ($000) $3,620 Shares 56,584 Est. Cost $47.73 Unrealized -1.2%
FRCB First Republic Bank 0.6%
Value ($000) $3,484 Shares 74,720 Est. Cost $40.61 Unrealized 0.0%
HSY Hershey Foods 0.6%
Value ($000) $3,213 Shares 34,738 Est. Cost $66.70 Unrealized +4.5%
National Oilwell Varco Com 0.5%
Value ($000) $3,041 Shares 38,935 Est. Cost $71.60 Unrealized
MSFT Microsoft 0.5%
Value ($000) $2,977 Shares 89,450 Est. Cost $26.70 Unrealized +1.1%
CMI Cummins Inc. 0.5%
Value ($000) $2,813 Shares 21,170 Est. Cost $89.10 Unrealized 0.0%
ABT Abbott Labs 0.3%
Value ($000) $2,009 Shares 60,525 Est. Cost $28.55 Unrealized -3.0%
CSCO Cisco Systems 0.3%
Value ($000) $1,814 Shares 77,408 Est. Cost $15.27 Unrealized +10.9%
DJCO Daily Journal Corp 0.3%
Value ($000) $1,711 Shares 11,637 Est. Cost $133.49 Unrealized 0.0%
TXN Texas Instruments 0.3%
Value ($000) $1,596 Shares 39,603 Est. Cost $25.31 Unrealized +9.5%
Health Care Select Sector 0.2%
Value ($000) $1,114 Shares 22,025 Est. Cost $48.90 Unrealized
VTI Vanguard Total Stock Market ET 0.2%
Value ($000) $1,040 Shares 11,870 Est. Cost $83.23 Unrealized
VPL Vanguard Pacific Stock ETF 0.2%
Value ($000) $983 Shares 16,191 Est. Cost $56.30 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $702 Shares 6,943 Est. Cost $24.19 Unrealized 0.0%
COST Costco Wholesale 0.1%
Value ($000) $628 Shares 5,452 Est. Cost $91.64 Unrealized 0.0%
IVW iShares S&P500/BARRA Growth 0.1%
Value ($000) $605 Shares 6,771 Est. Cost $83.99 Unrealized
BIDU Baidu Inc Spon ADR Rep A 0.1%
Value ($000) $557 Shares 3,590 Est. Cost $114.88 Unrealized
United Technologies 0.1%
Value ($000) $509 Shares 4,718 Est. Cost $96.99 Unrealized
MCD McDonalds 0.1%
Value ($000) $508 Shares 5,279 Est. Cost $71.47 Unrealized -1.3%
Whole Foods Market Inc 0.1%
Value ($000) $428 Shares 7,315 Est. Cost $52.76 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $401 Shares 8,587 Est. Cost $27.00 Unrealized -3.2%
SO Southern Co 0.1%
Value ($000) $295 Shares 7,162 Est. Cost $26.74 Unrealized -5.3%
AFL Aflac Inc 0.0%
Value ($000) $248 Shares 4,000 Est. Cost $22.45 Unrealized 0.0%
Intuitive Surgical Inc 0.0%
Value ($000) $245 Shares 650 Est. Cost $506.15 Unrealized
PCG PG & E Corp 0.0%
Value ($000) $239 Shares 5,838 Est. Cost $38.88 Unrealized -4.9%
BA Boeing 0.0%
Value ($000) $235 Shares 2,000 Est. Cost $91.56 Unrealized 0.0%
IWN iShares Russell 2000 Value 0.0%
Value ($000) $233 Shares 2,545 Est. Cost $86.05 Unrealized
INTU Intuit 0.0%
Value ($000) $212 Shares 3,190 Est. Cost $58.14 Unrealized 0.0%
UNP Union Pacific 0.0%
Value ($000) $201 Shares 1,295 Est. Cost $60.12 Unrealized 0.0%
Gastar Exploration LTD 0.0%
Value ($000) $158 Shares 40,000 Est. Cost $2.67 Unrealized
Kinder Morgan Mgmt LLC Frac Sh 0.0%
Value ($000) $0 Shares 514,112 Est. Cost Unrealized