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Sandy Spring Bank 13F Portfolio

Portfolio Manager
Sandy Spring Bank
Performance
0% (N/A)
AUM (13F)
$2.38B
# of Holdings
1936
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q1 2025

Sandy Spring Bank Holdings Map

Top 50 Sandy Spring Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IJH
ISHARES TR
6.09%2.48M$144.9M
+1.27%(+31.02K)
2024-Q1: 2.37M shares2024-Q2: 2.39M shares2024-Q3: 2.44M shares2024-Q4: 2.45M shares2025-Q1: 2.48M sharesโ€”2025-03-31
IVV
ISHARES TR
5.7%241.1K$135.5M
+1.84%(+4.37K)
2024-Q1: 219.8K shares2024-Q2: 233.4K shares2024-Q3: 233.5K shares2024-Q4: 236.8K shares2025-Q1: 241.1K sharesโ€”2025-03-31
AAPL
APPLE, INC.
4.37%468.1K$104.0M
-2.43%(-11.65K)
2024-Q1: 481.7K shares2024-Q2: 474.0K shares2024-Q3: 470.9K shares2024-Q4: 479.7K shares2025-Q1: 468.1K sharesโ€”2025-03-31
NVDA
NVIDIA CORP
3.26%715.5K$77.5M
+0.02%(+130)
2024-Q1: 73.1K shares2024-Q2: 719.1K shares2024-Q3: 722.1K shares2024-Q4: 715.4K shares2025-Q1: 715.5K sharesโ€”2025-03-31
MSFT
MICROSOFT CORP
3.17%200.6K$75.3M
-3.63%(-7.55K)
2024-Q1: 213.5K shares2024-Q2: 208.7K shares2024-Q3: 209.9K shares2024-Q4: 208.1K shares2025-Q1: 200.6K sharesโ€”2025-03-31
IJR
ISHARES S&P SMALLCAP 600 INDEX FUND
3.06%694.8K$72.7M
+2.93%(+19.80K)
2024-Q1: 643.2K shares2024-Q2: 646.9K shares2024-Q3: 657.3K shares2024-Q4: 675.0K shares2025-Q1: 694.8K sharesโ€”2025-03-31
SPY
SPDR S&P 500 ETF TRUST
2.51%106.9K$59.8M
-2.06%(-2.25K)
2024-Q1: 112.5K shares2024-Q2: 110.5K shares2024-Q3: 109.0K shares2024-Q4: 109.2K shares2025-Q1: 106.9K sharesโ€”2025-03-31
BRKB
BERKSHIRE HATHAWAY INC DEL
2.17%96.9K$51.6M
+3.77%(+3.52K)
2024-Q1: 73.2K shares2024-Q2: 84.6K shares2024-Q3: 91.6K shares2024-Q4: 93.4K shares2025-Q1: 96.9K sharesโ€”2025-03-31
AMZN
AMAZON COM INC
2.09%261.7K$49.8M
+0.43%(+1.12K)
2024-Q1: 254.0K shares2024-Q2: 256.7K shares2024-Q3: 259.2K shares2024-Q4: 260.5K shares2025-Q1: 261.7K sharesโ€”2025-03-31
MDY
MIDCAP 400 SPDR TRUST SERIES 1
2.06%92.0K$49.1M
-1.10%(-1.03K)
2024-Q1: 96.4K shares2024-Q2: 94.3K shares2024-Q3: 94.1K shares2024-Q4: 93.1K shares2025-Q1: 92.0K sharesโ€”2025-03-31

About Sandy Spring Bankโ€™s portfolio

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 concentration

Portfolio concentration
IJH โ€” 9.1% ($144.88M)IVV โ€” 8.5% ($135.50M)AAPL โ€” 6.5% ($103.97M)NVDA โ€” 4.9% ($77.54M)MSFT โ€” 4.7% ($75.29M)IJR โ€” 4.5% ($72.66M)SPY โ€” 3.7% ($59.80M)BRKB โ€” 3.2% ($51.63M)AMZN โ€” 3.1% ($49.78M)MDY โ€” 3.1% ($49.10M)Other โ€” 48.7% ($777.97M)
51%in top 10
  • IJH9.1%
  • IVV8.5%
  • AAPL6.5%
  • NVDA4.9%
  • MSFT4.7%
  • IJR4.5%
  • SPY3.7%
  • BRKB3.2%
  • AMZN3.1%
  • MDY3.1%
  • Other48.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
25
IQLTISHARES TR+39.8%
XMHQINVESCO EXCHANGE TRADED FD T+122.2%
IJKISHARES S&P MIDCAP 400 GROWTH INDEX FUND+33.0%
LLYELI LILLY AND COMPANY+21.6%
+21 more
Trimmed
25
DONWISDOMTREE TR-17.6%
MSFTMICROSOFT CORP-3.6%
AAPLAPPLE, INC.-2.4%
JPMJ P MORGAN CHASE & CO-5.8%
+21 more

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Source filings

Holdings on this page are parsed from Sandy Spring Bankโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1457833). View Sandy Spring Bankโ€™s 13F filings on SEC

More 13F analyses

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