0001580642-19-005149.txt : 20191114 0001580642-19-005149.hdr.sgml : 20191114 20191114132017 ACCESSION NUMBER: 0001580642-19-005149 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191218551 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 09-30-2019 09-30-2019 false Sand Hill Global Advisors, LLC

245 Lytton Ave Suite 300 Palo Alto CA 94301

13F HOLDINGS REPORT 028-05390 N Caroline Curts 650-854-9150 /s/ Caroline Curts Palo Alto CA 11-13-2019 0 128 1066140 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 3560 21657 SH SOLE 20896 0 761 ABBOTT LABS COM 002824100 5540 66208 SH SOLE 63166 0 3042 ABBVIE INC COM 00287Y109 328 4330 SH SOLE 4330 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1412 7343 SH SOLE 7343 0 0 AFLAC INC COM 001055102 419 8000 SH SOLE 8000 0 0 ALPHABET INC CAP STK CL A 02079K305 8369 6853 SH SOLE 6670 0 183 ALPHABET INC CAP STK CL C 02079K107 798 655 SH SOLE 655 0 0 AMAZON COM INC COM 023135106 10599 6105 SH SOLE 5866 0 239 APPLE INC COM 037833100 11018 49196 SH SOLE 47568 0 1628 AT&T INC COM 00206R102 6837 180670 SH SOLE 172382 0 8288 ATMOS ENERGY CORP COM 049560105 711 6239 SH SOLE 6239 0 0 BB&T CORP COM 054937107 690 12924 SH SOLE 12924 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 394 1895 SH SOLE 1895 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 312 1 SH SOLE 1 0 0 BLACKROCK INC COM 09247X101 3835 8606 SH SOLE 8207 0 399 BOEING CO COM 097023105 637 1673 SH SOLE 1673 0 0 BROWN FORMAN CORP CL B 115637209 836 13312 SH SOLE 13312 0 0 CHEVRON CORP NEW COM 166764100 5172 43611 SH SOLE 41629 0 1982 CHUBB LIMITED COM H1467J104 5793 35882 SH SOLE 34666 0 1216 CISCO SYS INC COM 17275R102 1337 27057 SH SOLE 25783 0 1274 CITIGROUP INC COM NEW 172967424 304 4394 SH SOLE 4394 0 0 CLEAN HARBORS INC COM 184496107 352 4566 SH SOLE 4566 0 0 CME GROUP INC COM 12572Q105 7728 36568 SH SOLE 34680 0 1888 COLGATE PALMOLIVE CO COM 194162103 689 9371 SH SOLE 9371 0 0 COMCAST CORP NEW CL A 20030N101 602 13362 SH SOLE 13362 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2496 12040 SH SOLE 11481 0 559 COSTCO WHSL CORP NEW COM 22160K105 1225 4251 SH SOLE 4251 0 0 CROWN HOLDINGS INC COM 228368106 666 10082 SH SOLE 10082 0 0 CVS HEALTH CORP COM 126650100 3130 49628 SH SOLE 47402 0 2226 DAILY JOURNAL CORP COM 233912104 597 2413 SH SOLE 2413 0 0 DANAHER CORPORATION COM 235851102 5423 37548 SH SOLE 36035 0 1513 DISNEY WALT CO COM DISNEY 254687106 6642 50966 SH SOLE 49370 0 1596 DOLLAR GEN CORP NEW COM 256677105 1334 8390 SH SOLE 8390 0 0 DTE ENERGY CO COM 233331107 346 2601 SH SOLE 2601 0 0 EATON CORP PLC SHS G29183103 396 4762 SH SOLE 4762 0 0 ECOLAB INC COM 278865100 6359 32111 SH SOLE 30926 0 1185 EXXON MOBIL CORP COM 30231G102 4617 65383 SH SOLE 63464 0 1919 FACEBOOK INC CL A 30303M102 7939 44582 SH SOLE 43647 0 935 FIRST AMERN FINL CORP COM 31847R102 546 9257 SH SOLE 9257 0 0 FISERV INC COM 337738108 795 7673 SH SOLE 7673 0 0 FIVE9 INC COM 338307101 283 5268 SH SOLE 5268 0 0 GENERAL ELECTRIC CO COM 369604103 2826 316141 SH SOLE 303760 0 12381 GILEAD SCIENCES INC COM 375558103 40499 638995 SH SOLE 637049 0 1946 GRAPHIC PACKAGING HLDG CO COM 388689101 524 35494 SH SOLE 35494 0 0 HERSHEY CO COM 427866108 4176 26942 SH SOLE 25724 0 1218 HOLOGIC INC COM 436440101 200 3964 SH SOLE 3964 0 0 HOME DEPOT INC COM 437076102 1138 4903 SH SOLE 4903 0 0 HONEYWELL INTL INC COM 438516106 5673 33527 SH SOLE 32572 0 955 INTEL CORP COM 458140100 6077 117922 SH SOLE 113233 0 4689 INTERNATIONAL BUSINESS MACHS COM 459200101 527 3627 SH SOLE 3627 0 0 INTUIT COM 461202103 533 2006 SH SOLE 2006 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 873 1617 SH SOLE 1617 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 604 3197 SH SOLE 3197 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1619 8380 SH SOLE 7700 0 680 ISHARES TR CORE S&P500 ETF 464287200 19156 64171 SH SOLE 64171 0 0 ISHARES TR RUS 1000 ETF 464287622 1119 6802 SH SOLE 6802 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 429 3348 SH SOLE 3348 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 517 3236 SH SOLE 3236 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 70137 463440 SH SOLE 446796 0 16644 ISHARES TR RUS 2000 VAL ETF 464287630 289 2418 SH SOLE 2418 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2858 14830 SH SOLE 14830 0 0 ISHARES TR MSCI EAFE ETF 464287465 91569 1404222 SH SOLE 1353247 0 50976 ISHARES TR S&P 100 ETF 464287101 23942 182079 SH SOLE 177132 0 4947 ISHARES TR CORE US AGGBD ET 464287226 2478 21897 SH SOLE 21661 0 236 ISHARES TR NATIONAL MUN ETF 464288414 4542 39810 SH SOLE 30144 0 9666 ISHARES TR ULTR SH TRM BD 46434V878 132634 2632158 SH SOLE 2550483 0 81675 ISHARES TR ESG MSCI EAFE 46435G516 415 6465 SH SOLE 6465 0 0 ISHARES US ETF TR SHT MAT BD ETF 46431W507 7775 154451 SH SOLE 154451 0 0 JACOBS ENGR GROUP INC COM 469814107 220 2400 SH SOLE 2400 0 0 JOHNSON & JOHNSON COM 478160104 6176 47739 SH SOLE 46347 0 1392 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 12942 256651 SH SOLE 256651 0 0 JPMORGAN CHASE & CO COM 46625H100 9354 79481 SH SOLE 76450 0 3031 LYONDELLBASELL INDUSTRIES N SHS - 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