0001009209-16-000006.txt : 20160212 0001009209-16-000006.hdr.sgml : 20160212 20160212114943 ACCESSION NUMBER: 0001009209-16-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160212 DATE AS OF CHANGE: 20160212 EFFECTIVENESS DATE: 20160212 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: 161416474 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 12-31-2015 12-31-2015 Sand Hill Global Advisors, LLC

245 LYTTON AVE SUITE 300 PALO ALTO CA 94301

13F HOLDINGS REPORT 028-05390 N Anthony Craun, CFA 650-854-9150 Anthony Craun Palo Alto CA 02-12-2016 0 96 622662 false INFORMATION TABLE 2 inftable123115.xml 2015Q4 SHA 13F HOLDINGS 3M Co. COM 88579Y101 3779 25089 SH SOLE 24338 0 751 AT&T Inc COM 00206R102 4008 116483 SH SOLE 113490 0 2993 Abbott Labs COM 002824100 3309 73670 SH SOLE 71443 0 2227 Aflac Inc COM 001055102 240 4000 SH SOLE 4000 0 0 Alphabet Inc Cl A COM 02079K305 6047 7772 SH SOLE 7655 0 117 Alphabet Inc Cl C COM 02079K107 3348 4412 SH SOLE 4308 0 104 Amazon.com Inc COM 023135106 8051 11912 SH SOLE 11635 0 277 Anadarko Petroleum Corporation COM 032511107 1722 35438 SH SOLE 34364 0 1074 Apple COM 037833100 10073 95700 SH SOLE 93302 0 2398 Apple COM 037833100 19 185 SH OTR 0 0 185 Boeing COM 097023105 532 3676 SH SOLE 3666 0 10 Bristol-Myers Squibb COM 110122108 236 3432 SH SOLE 3432 0 0 CME Group Inc Com COM 12572Q105 3765 41561 SH SOLE 40303 0 1258 Cardinal Health Inc COM 14149Y108 3824 42836 SH SOLE 41761 0 1075 Charles Schwab New COM 808513105 4629 140584 SH SOLE 136862 0 3722 Chevron Corporation COM 166764100 4164 46282 SH SOLE 45467 0 815 Cisco Systems COM 17275R102 289 10633 SH SOLE 8736 0 1897 Cisco Systems COM 17275R102 5 194 SH OTR 0 0 194 Clorox COM 189054109 241 1901 SH SOLE 1901 0 0 Coca Cola COM 191216100 4095 95325 SH SOLE 93045 0 2280 Costco Wholesale COM 22160K105 936 5796 SH SOLE 5786 0 10 Daily Journal Corp COM 233912104 2351 11637 SH SOLE 11637 0 0 E.I. du Pont de Nemours and Co COM 263534109 3742 56181 SH SOLE 54635 0 1546 Exxon Mobil Corporation COM 30231G102 5292 67895 SH SOLE 66690 0 1205 Facebook Inc Cl A COM 30303M102 12175 116328 SH SOLE 116313 0 15 Finisar Corporation COM 31787A507 480 33000 SH SOLE 33000 0 0 First Republic Bank COM 33616C100 4263 64529 SH SOLE 62859 0 1670 Gastar Exploration Inc COM 36729W202 26 20000 SH SOLE 20000 0 0 General Electric COM 369604103 5435 174479 SH SOLE 169744 0 4735 Gilead Sciences COM 375558103 4826 47696 SH SOLE 46230 0 1466 Gilead Sciences COM 375558103 15 145 SH OTR 0 0 145 Hershey Foods COM 427866108 2777 31106 SH SOLE 30252 0 854 Honeywell COM 438516106 2760 26650 SH SOLE 25927 0 723 Intel COM 458140100 4297 124742 SH SOLE 121862 0 2880 Intel COM 458140100 19 552 SH OTR 0 0 552 International Business Machine COM 459200101 718 5216 SH SOLE 5216 0 0 Intuit COM 461202103 366 3788 SH SOLE 3788 0 0 Intuitive Surgical Inc COM 46120e602 314 575 SH SOLE 575 0 0 J P Morgan Chase & Co. COM 46625H100 4330 65576 SH SOLE 63637 0 1939 J P Morgan Chase & Co. COM 46625H100 13 193 SH OTR 0 0 193 Johnson & Johnson COM 478160104 5425 52810 SH SOLE 52006 0 804 Linkedin Corp Cl A COM 53578A108 3862 17156 SH SOLE 16654 0 502 Mead Johnson Nutrition Company COM 582839106 3501 44340 SH SOLE 43015 0 1325 Microsoft COM 594918104 4243 76477 SH SOLE 75037 0 1440 Nike Inc COM 654106103 4946 79132 SH SOLE 77664 0 1468 Oracle Systems COM 68389X105 222 6073 SH SOLE 6073 0 0 PG & E Corp COM 69331C108 273 5137 SH SOLE 5137 0 0 Palo Alto Networks, Inc. COM 697435105 2810 15956 SH SOLE 15547 0 409 Pfizer COM 717081103 4012 124295 SH SOLE 120399 0 3896 Procter & Gamble COM 742718109 5258 66218 SH SOLE 64726 0 1492 Procter & Gamble COM 742718109 8 99 SH OTR 0 0 99 Qualcomm Inc COM 747525103 2999 59988 SH SOLE 58632 0 1356 Ruckus Wireless COM 781220108 111 10402 SH SOLE 10402 0 0 Schlumberger COM 806857108 4271 61234 SH SOLE 59618 0 1616 Southern Co COM 842587107 241 5142 SH SOLE 5142 0 0 Starwood Hotels & Resorts Worl COM 85590a401 3161 45621 SH SOLE 44391 0 1230 Target Corporation COM 87612E106 3689 50809 SH SOLE 49489 0 1320 Texas Instruments COM 882508104 613 11192 SH SOLE 11192 0 0 Union Pacific COM 907818108 207 2650 SH SOLE 2650 0 0 United Parcel Service CL B COM 911312106 3792 39407 SH SOLE 38387 0 1020 United Technologies COM 913017109 374 3895 SH SOLE 3895 0 0 Verizon Communications COM 92343V104 375 8122 SH SOLE 7222 0 900 Verizon Communications COM 92343V104 1 31 SH OTR 0 0 31 Visa Corp COM 92826c839 5515 71121 SH SOLE 68965 0 2156 Walt Disney COM 254687106 4746 45168 SH SOLE 44468 0 700 Wells Fargo COM 949746101 5352 98452 SH SOLE 96476 0 1976 Wells Fargo COM 949746101 21 385 SH OTR 0 0 385 Energy Select Sector SPDR ETF 81369Y506 923 15299 SH SOLE 15299 0 0 Energy Select Sector SPDR ETF 81369Y506 14 237 SH OTR 0 0 237 Health Care Select Sector ETF 81369y209 1857 25787 SH SOLE 25787 0 0 Health Care Select Sector ETF 81369y209 16 225 SH OTR 0 0 225 SPDR S&P 500 ETF 78462F103 105299 516501 SH SOLE 502567 0 13934 SPDR S&P 500 ETF 78462F103 364 1783 SH OTR 1783 0 0 SPDR S&P Midcap 400 ETF ETF 78467Y107 7032 27679 SH SOLE 26589 0 1090 Technology Select Sector SPDR ETF 81369y803 31794 742337 SH SOLE 729527 0 12809 Technology Select Sector SPDR ETF 81369y803 23 546 SH OTR 168 0 378 Vanguard Intl Equity Index FTS ETF 922042874 46680 935841 SH SOLE 910553 0 25288 Vanguard Intl Equity Index FTS ETF 922042874 52 1034 SH OTR 1034 0 0 Vanguard MSCI Emerging Markets ETF 922042858 1602 48965 SH SOLE 48965 0 0 Vanguard Pacific Stock ETF ETF 922042866 716 12639 SH SOLE 12639 0 0 Vanguard Total Stock Market ET ETF 922908769 2019 19361 SH SOLE 19361 0 0 iShares MSCI EAFE Index ETF 464287465 67828 1155111 SH SOLE 1126932 0 28179 iShares MSCI EAFE Index ETF 464287465 94 1595 SH OTR 1595 0 0 iShares Russell 1000 Growth In ETF 464287614 69716 700802 SH SOLE 686415 0 14387 iShares Russell 1000 Growth In ETF 464287614 74 747 SH OTR 747 0 0 iShares Russell 2000 Growth In ETF 464287648 2347 16849 SH SOLE 16849 0 0 iShares Russell 2000 Index ETF 464287655 24003 213130 SH SOLE 208799 0 4331 iShares Russell 2000 Index ETF 464287655 22 192 SH OTR 192 0 0 iShares Russell 2000 Value ETF 464287630 234 2545 SH SOLE 2545 0 0 iShares S&P 500 Index Fund ETF 464287200 14956 73004 SH SOLE 73004 0 0 iShares S&P Midcap 400/Growth ETF 464287606 3905 24263 SH SOLE 23750 0 513 iShares S&P500/BARRA Growth ETF 464287309 600 5181 SH SOLE 5181 0 0 iShares Tr S&P 100 Idx Fd ETF 464287101 15640 171546 SH SOLE 169101 0 2445 iShares Tr S&P 100 Idx Fd ETF 464287101 19 210 SH OTR 210 0 0 iShares Tr S&P Midcap 400 ETF 464287507 37277 267562 SH SOLE 262951 0 4611 iShares Tr S&P Midcap 400 ETF 464287507 16 117 SH OTR 117 0 0