1y return+19.2%S&P 500 +20.9%
3y return+55.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $142 against $157 in the S&P 500.2
Sandy Cove Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $33.7M | 8.4% | −2.5% |
| VOOVanguard Index Fds | $32.6M | 8.1% | |
| VEUVanguard Intl Equity Index F | $23.5M | 5.9% | +4.4% |
| IJHIshares Tr | $21.9M | 5.5% | +136.4% |
| VOVanguard Index Fds | $21.9M | 5.5% | +10.7% |
| BRK/BBerkshire Hathaway Inc Del | $18.0M | 4.5% | −15.1% |
| AAPLApple Inc | $18.0M | 4.5% | +4.4% |
| VTIVanguard Index Fds | $16.4M | 4.1% | +1.9% |
| AGGIshares Tr | $12.1M | 3.0% | −9.7% |
| VBVanguard Index Fds | $10.0M | 2.5% | |
| IGSBIshares Tr | $9.8M | 2.5% | −13.1% |
| VEAVanguard Tax-managed Fds | $9.6M | 2.4% | +3.4% |
| IEFAIshares Tr | $8.5M | 2.1% | +8.4% |
| VIGVanguard Specialized Funds | $8.4M | 2.1% | +5.1% |
| MSMorgan Stanley | $7.3M | 1.8% | |
| MSFTMicrosoft Corp | $6.1M | 1.5% | |
| QQQInvesco Qqq Tr | $5.9M | 1.5% | |
| GOOGLAlphabet Inc | $5.4M | 1.3% | +2.8% |
| NVDANvidia Corporation | $5.3M | 1.3% | +8.6% |
| VUGVanguard Index Fds | $5.3M | 1.3% | +1.1% |
| RVMDRevolution Medicines Inc | $5.1M | 1.3% | |
| SPYState Str Spdr S&p 500 Etf T | $5.0M | 1.3% | +23.8% |
| GOOGAlphabet Inc | $4.6M | 1.1% | +1.0% |
| AMZNAmazon Com Inc | $4.4M | 1.1% | +4.6% |
| TDVGT Rowe Price Exchange-traded | $4.3M | 1.1% | +349.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2022 | +642.5% | $2.1M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $1.4M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $5.3M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $1.5M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $2.7M |
| RVMDRevolution Medicines Inc | December 31, 2024 | +328.2% | $5.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $2.7M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $5.4M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $4.6M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $1.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- SNOWSnowflake Inc was $302K
- QCOMQualcomm Inc was $301K
- CTSHCognizant Technology Solutio was $258K
- LNGXGlobal X Fds was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sandy Cove Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1908217&type=13F-HR&dateb=&owner=include&count=40CIK 1908217
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1908217/000117266126002505/Filed July 7, 2026 · accession 0001172661-26-002505