Top 50 Sandy Spring Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 6.09% | 2.48M | $144.9M | +1.27%(+31.02K) | โ | 2025-03-31 | |
| IVV | ISHARES TR | 5.7% | 241.1K | $135.5M | +1.84%(+4.37K) | โ | 2025-03-31 | |
| AAPL | APPLE, INC. | 4.37% | 468.1K | $104.0M | -2.43%(-11.65K) | โ | 2025-03-31 | |
| NVDA | NVIDIA CORP | 3.26% | 715.5K | $77.5M | +0.02%(+130) | โ | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 3.17% | 200.6K | $75.3M | -3.63%(-7.55K) | โ | 2025-03-31 | |
| IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | 3.06% | 694.8K | $72.7M | +2.93%(+19.80K) | โ | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TRUST | 2.51% | 106.9K | $59.8M | -2.06%(-2.25K) | โ | 2025-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 2.17% | 96.9K | $51.6M | +3.77%(+3.52K) | โ | 2025-03-31 | |
| AMZN | AMAZON COM INC | 2.09% | 261.7K | $49.8M | +0.43%(+1.12K) | โ | 2025-03-31 | |
| MDY | MIDCAP 400 SPDR TRUST SERIES 1 | 2.06% | 92.0K | $49.1M | -1.10%(-1.03K) | โ | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Sandy Spring Bank reports $2.38B in US-listed equity holdings across 1,936 positions in its most recent 13F filing. Its largest disclosed positions are IJH (6.1%), IVV (5.7%) and AAPL (4.4%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sandy Spring Bankโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1457833). View Sandy Spring Bankโs 13F filings on SEC