0001009209-15-000003.txt : 20150514 0001009209-15-000003.hdr.sgml : 20150514 20150514153428 ACCESSION NUMBER: 0001009209-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sand Hill Global Advisors, LLC CENTRAL INDEX KEY: 0001009209 IRS NUMBER: 942800890 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05390 FILM NUMBER: 15862488 BUSINESS ADDRESS: STREET 1: 245 LYTTON AVENUE STREET 2: SUITE 300 CITY: PALO ALTO STATE: CA ZIP: 94301 BUSINESS PHONE: 6508549150 MAIL ADDRESS: STREET 1: 245 LYTTON AVE STREET 2: SUITE 300 CITY: PALO ALTO STATE: CA ZIP: 94301 FORMER COMPANY: FORMER CONFORMED NAME: Sand Hill Advisors LLC DATE OF NAME CHANGE: 20090511 FORMER COMPANY: FORMER CONFORMED NAME: SAND HILL ADVISORS INC/CA DATE OF NAME CHANGE: 19990210 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001009209 XXXXXXXX 03-31-2015 03-31-2015 Sand Hill Global Advisors, LLC

245 LYTTON AVE SUITE 300 PALO ALTO CA 94301

13F HOLDINGS REPORT 028-05390 N Tony Craun (650)-854-9150 Tony Craun Palo Alto CA 05-14-2015 0 95 614041 false INFORMATION TABLE 2 SHA033115inftable.xml 2015Q1 SHA 13F HOLDINGS 3M Co. COM 88579Y101 4006 24284 SH SOLE 23533 0 751 AT&T Inc COM 00206R102 3745 114707 SH SOLE 111714 0 2993 Abbott Labs COM 002824100 3304 71311 SH SOLE 69291 0 2020 Abbott Labs COM 002824100 7 151 SH OTR 0 0 151 Aflac Inc COM 001055102 256 4000 SH SOLE 4000 0 0 Amazon.com Inc COM 023135106 6452 17340 SH SOLE 16937 0 403 Anadarko Petroleum Corporation COM 032511107 2831 34188 SH SOLE 33114 0 1074 Apple COM 037833100 8050 64698 SH SOLE 63187 0 1511 Apple COM 037833100 23 185 SH OTR 0 0 185 Berkshire Hathaway Inc. - Cl A COM 084670108 1958 801 SH SOLE 801 0 0 Boeing COM 097023105 539 3591 SH SOLE 3591 0 0 CME Group Inc Com COM 12572Q105 3781 39921 SH SOLE 38663 0 1258 Cardinal Health Inc COM 14149Y108 3589 39756 SH SOLE 38681 0 1075 Charles Schwab New COM 808513105 4293 141044 SH SOLE 137052 0 3992 Chevron Corporation COM 166764100 4683 44604 SH SOLE 43789 0 815 Cisco Systems COM 17275R102 265 9637 SH SOLE 7740 0 1897 Cisco Systems COM 17275R102 5 194 SH OTR 0 0 194 Clorox COM 189054109 236 2139 SH SOLE 2139 0 0 Coca Cola COM 191216100 3761 92752 SH SOLE 90219 0 2533 Costco Wholesale COM 22160K105 841 5552 SH SOLE 5552 0 0 Cummins Inc. COM 231021106 2584 18641 SH SOLE 18181 0 460 Daily Journal Corp COM 233912104 2132 11637 SH SOLE 11637 0 0 E.I. du Pont de Nemours and Co COM 263534109 3885 54352 SH SOLE 52806 0 1546 EMC Corp COM 268648102 3561 139315 SH SOLE 135865 0 3450 Exxon Mobil Corporation COM 30231G102 5582 65674 SH SOLE 64466 0 1208 Facebook Inc Cl A COM 30303M102 10161 123585 SH SOLE 123585 0 0 First Republic Bank COM 33616C100 3565 62446 SH SOLE 60776 0 1670 Gastar Exploration Inc COM 36729W202 52 20000 SH SOLE 20000 0 0 General Electric COM 369604103 4407 177640 SH SOLE 172905 0 4735 Gilead Sciences COM 375558103 4596 46836 SH SOLE 45370 0 1466 Gilead Sciences COM 375558103 14 145 SH OTR 0 0 145 Google Inc Cl-A COM 38259P508 3905 7040 SH SOLE 6929 0 111 Google Inc Cl-C COM 38259P706 2537 4630 SH SOLE 4519 0 111 Hershey Foods COM 427866108 3027 29998 SH SOLE 29144 0 854 Intel COM 458140100 3619 115749 SH SOLE 112869 0 2880 Intel COM 458140100 17 552 SH OTR 0 0 552 International Business Machine COM 459200101 826 5147 SH SOLE 5147 0 0 Intuit COM 461202103 407 4198 SH SOLE 4198 0 0 Intuitive Surgical Inc COM 46120e602 328 650 SH SOLE 650 0 0 J P Morgan Chase & Co. COM 46625H100 3996 65967 SH SOLE 64028 0 1939 J P Morgan Chase & Co. COM 46625H100 12 193 SH OTR 0 0 193 Johnson & Johnson COM 478160104 5259 52277 SH SOLE 51244 0 1033 Linkedin Corp Cl A COM 53578A108 4076 16314 SH SOLE 15812 0 502 McDonalds COM 580135101 204 2094 SH SOLE 2094 0 0 Mead Johnson Nutrition Company COM 582839106 4224 42021 SH SOLE 40829 0 1192 Microsoft COM 594918104 3062 75326 SH SOLE 73886 0 1440 Nike Inc COM 654106103 4072 40584 SH SOLE 39617 0 967 PG & E Corp COM 69331C108 324 6102 SH SOLE 6102 0 0 Pfizer COM 717081103 4251 122195 SH SOLE 118184 0 4011 Procter & Gamble COM 742718109 5347 65253 SH SOLE 63761 0 1492 Procter & Gamble COM 742718109 8 99 SH OTR 0 0 99 Qualcomm Inc COM 747525103 4060 58552 SH SOLE 57196 0 1356 Schlumberger COM 806857108 4965 59503 SH SOLE 57887 0 1616 Southern Co COM 842587107 403 9112 SH SOLE 9112 0 0 Starwood Hotels & Resorts Worl COM 85590a401 3776 45224 SH SOLE 43994 0 1230 Target Corporation COM 87612E106 4058 49443 SH SOLE 48123 0 1320 Texas Instruments COM 882508104 1195 20902 SH SOLE 20902 0 0 Twitter Inc COM 90184L102 3601 71912 SH SOLE 69979 0 1933 Union Pacific COM 907818108 260 2400 SH SOLE 2400 0 0 United Parcel Service CL B COM 911312106 3734 38515 SH SOLE 37495 0 1020 United Technologies COM 913017109 430 3667 SH SOLE 3667 0 0 Verizon Communications COM 92343V104 391 8042 SH SOLE 7142 0 900 Verizon Communications COM 92343V104 4 81 SH OTR 0 0 81 Visa Corp COM 92826c839 4710 72000 SH SOLE 69844 0 2156 Walt Disney COM 254687106 4574 43612 SH SOLE 42822 0 790 Wells Fargo COM 949746101 5289 97223 SH SOLE 95247 0 1976 Wells Fargo COM 949746101 21 385 SH OTR 0 0 385 Whole Foods Market Inc COM 966837106 233 4483 SH SOLE 4483 0 0 Deutsche X-tracker MSCI EAFE H ETF 233051200 35203 1175000 SH SOLE 1145686 0 29314 Deutsche X-tracker MSCI EAFE H ETF 233051200 55 1842 SH OTR 1842 0 0 Energy Select Sector SPDR ETF 81369Y506 22665 292150 SH SOLE 284668 0 7482 Energy Select Sector SPDR ETF 81369Y506 28 358 SH OTR 213 0 145 Health Care Select Sector ETF 81369y209 1790 24695 SH SOLE 24695 0 0 Health Care Select Sector ETF 81369y209 16 225 SH OTR 0 0 225 SPDR S&P 500 ETF 78462F103 83385 403939 SH SOLE 395457 0 8482 SPDR S&P 500 ETF 78462F103 488 2366 SH OTR 2366 0 0 SPDR S&P Midcap 400 ETF ETF 78467Y107 7913 28542 SH SOLE 27404 0 1138 Technology Select Sector SPDR ETF 81369y803 30269 730418 SH SOLE 718268 0 12149 Technology Select Sector SPDR ETF 81369y803 20 482 SH OTR 0 0 482 Vanguard Intl Equity Index FTS ETF 922042874 25615 472436 SH SOLE 460581 0 11855 Vanguard MSCI Emerging Markets ETF 922042858 45069 1102751 SH SOLE 1076178 0 26573 Vanguard Pacific Stock ETF ETF 922042866 807 13175 SH SOLE 13175 0 0 Vanguard Total Stock Market ET ETF 922908769 1990 18551 SH SOLE 18551 0 0 iShares MSCI EAFE Index ETF 464287465 33729 525618 SH SOLE 514105 0 11513 iShares MSCI EAFE Index ETF 464287465 70 1095 SH OTR 1095 0 0 iShares MSCI Emerging Mkt In ETF 464287234 322 8028 SH SOLE 8028 0 0 iShares Russell 1000 Growth In ETF 464287614 67266 680001 SH SOLE 667884 0 12117 iShares Russell 2000 Growth In ETF 464287648 2649 17479 SH SOLE 17479 0 0 iShares Russell 2000 Value ETF 464287630 263 2545 SH SOLE 2545 0 0 iShares S&P 500 Index Fund ETF 464287200 11846 56999 SH SOLE 56999 0 0 iShares S&P Midcap 400/Growth ETF 464287606 4062 23684 SH SOLE 23201 0 483 iShares S&P500/BARRA Growth ETF 464287309 625 5481 SH SOLE 5481 0 0 iShares Tr S&P 100 Idx Fd ETF 464287101 14685 162700 SH SOLE 161703 0 997 iShares Tr S&P Midcap 400 ETF 464287507 38836 255536 SH SOLE 251605 0 3931