Sandhill Capital Partners
Latest statistics and disclosures from Sandhill Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, PANW, APH, UBER, ACM, and represent 26.22% of Sandhill Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: AJG (+$34M), TTAN (+$27M), CR (+$6.3M), CME (+$6.0M), SGOV, BRK.B, TT, LSBK, MA, BITB.
- Started 10 new stock positions in TTAN, BRK.B, DHI, CME, LSBK, BITB, GMGI, AJG, MA, IWM.
- Reduced shares in these 10 stocks: BIL (-$41M), GE (-$30M), DHR (-$5.7M), SITE (-$5.1M), AVGO, SYY, DOW, APH, USB, PANW.
- Sold out of its positions in GBTC, MAIFF, ARBKF, LAR.
- Sandhill Capital Partners was a net seller of stock by $-17M.
- Sandhill Capital Partners has $1.4B in assets under management (AUM), dropping by 2.92%.
- Central Index Key (CIK): 0001556245
Tip: Access up to 7 years of quarterly data
Positions held by Sandhill Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 107 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 6.0 | $85M | -32% | 930k | 91.75 |
|
| Palo Alto Networks (PANW) | 5.9 | $84M | 415k | 203.62 |
|
|
| Amphenol Corporation (APH) | 5.5 | $78M | 632k | 123.75 |
|
|
| Uber Technologies (UBER) | 4.5 | $64M | 655k | 97.97 |
|
|
| AECOM Technology Corporation (ACM) | 4.4 | $64M | 487k | 130.47 |
|
|
| Servicenow (NOW) | 4.3 | $62M | 68k | 920.28 |
|
|
| General Electric (GE) | 4.1 | $59M | -33% | 197k | 300.82 |
|
| Arista Networks (ANET) | 3.9 | $56M | 387k | 145.71 |
|
|
| Charles Schwab Corporation (SCHW) | 3.9 | $56M | 589k | 95.47 |
|
|
| Spx Corp (SPXC) | 3.7 | $53M | 282k | 186.78 |
|
|
| Intuitive Surgical (ISRG) | 3.7 | $53M | 118k | 447.23 |
|
|
| Hubbell (HUBB) | 3.4 | $49M | 113k | 430.31 |
|
|
| U.S. Bancorp (USB) | 3.4 | $48M | 994k | 48.33 |
|
|
| Tyler Technologies (TYL) | 3.3 | $47M | 90k | 523.16 |
|
|
| Cadence Design Systems (CDNS) | 3.2 | $47M | 132k | 351.26 |
|
|
| Linde (LIN) | 3.1 | $44M | 92k | 475.00 |
|
|
| Trane Technologies (TT) | 2.9 | $41M | 97k | 421.96 |
|
|
| S&p Global (SPGI) | 2.8 | $40M | 82k | 486.71 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 2.3 | $34M | NEW | 108k | 309.74 |
|
| Booking Holdings (BKNG) | 2.3 | $33M | 6.2k | 5398.87 |
|
|
| Siteone Landscape Supply (SITE) | 2.2 | $32M | -13% | 244k | 128.80 |
|
| ServiceTitan (TTAN) | 1.9 | $27M | NEW | 268k | 100.83 |
|
| Guidewire Software (GWRE) | 1.7 | $24M | 103k | 229.86 |
|
|
| Danaher Corporation (DHR) | 1.6 | $23M | -19% | 117k | 198.26 |
|
| Crane Company (CR) | 1.2 | $18M | +56% | 95k | 184.14 |
|
| Microsoft Corporation (MSFT) | 1.0 | $14M | 28k | 517.95 |
|
|
| Broadcom (AVGO) | 1.0 | $14M | -15% | 43k | 329.91 |
|
| Apple (AAPL) | 0.9 | $13M | 49k | 254.63 |
|
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.8 | $12M | +18% | 115k | 100.70 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | 35k | 315.43 |
|
|
| Blackrock (BLK) | 0.6 | $8.0M | 6.8k | 1165.87 |
|
|
| Caterpillar (CAT) | 0.5 | $7.7M | 16k | 477.15 |
|
|
| American Express Company (AXP) | 0.5 | $7.5M | 23k | 332.17 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.5 | $7.3M | 66k | 109.95 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $6.2M | 40k | 153.65 |
|
|
| Home Depot (HD) | 0.4 | $6.1M | 15k | 405.20 |
|
|
| Waste Management (WM) | 0.4 | $6.1M | 28k | 220.83 |
|
|
| Cme (CME) | 0.4 | $6.0M | NEW | 22k | 270.19 |
|
| Chevron Corporation (CVX) | 0.4 | $5.4M | 35k | 155.29 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $5.3M | 18k | 303.90 |
|
|
| Goldman Sachs (GS) | 0.4 | $5.3M | 6.7k | 796.35 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $5.2M | 28k | 185.42 |
|
|
| Qualcomm (QCOM) | 0.4 | $5.2M | 31k | 166.36 |
|
|
| UnitedHealth (UNH) | 0.4 | $5.0M | 15k | 345.30 |
|
|
| Coca-Cola Company (KO) | 0.3 | $4.9M | 74k | 66.32 |
|
|
| Visa (V) | 0.3 | $4.7M | 14k | 341.38 |
|
|
| Paychex (PAYX) | 0.3 | $4.6M | 37k | 126.76 |
|
|
| Amazon (AMZN) | 0.3 | $4.5M | 20k | 219.57 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $4.4M | 24k | 183.73 |
|
|
| Merck & Co (MRK) | 0.3 | $4.0M | 48k | 83.93 |
|
|
| salesforce (CRM) | 0.3 | $4.0M | 17k | 237.00 |
|
|
| Verizon Communications (VZ) | 0.2 | $3.6M | -2% | 81k | 43.95 |
|
| iShares S&P 500 Index (IVV) | 0.1 | $1.8M | 2.7k | 669.24 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.6M | +3% | 2.5k | 612.35 |
|
| Zimmer Holdings (ZBH) | 0.1 | $1.4M | -2% | 14k | 98.50 |
|
| 3M Company (MMM) | 0.1 | $1.3M | 8.5k | 155.19 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $1.3M | -66% | 16k | 82.34 |
|
| Edwards Lifesciences (EW) | 0.1 | $1.3M | -8% | 17k | 77.77 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.1M | +10% | 13k | 87.31 |
|
| General Mills (GIS) | 0.1 | $859k | 17k | 50.42 |
|
|
| Broadstone Net Lease (BNL) | 0.1 | $818k | 46k | 17.87 |
|
|
| Intel Corporation (INTC) | 0.1 | $795k | -4% | 24k | 33.55 |
|
| Tesla Motors (TSLA) | 0.1 | $767k | +6% | 1.7k | 444.72 |
|
| Labcorp Holdings (LH) | 0.0 | $689k | 2.4k | 287.06 |
|
|
| Dow (DOW) | 0.0 | $669k | -56% | 29k | 22.93 |
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $664k | 2.6k | 254.28 |
|
|
| Berkshire Hathaway (BRK.B) | 0.0 | $663k | NEW | 1.3k | 502.74 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $640k | 8.0k | 79.94 |
|
|
| L3harris Technologies (LHX) | 0.0 | $550k | 1.8k | 305.41 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $532k | 8.2k | 65.26 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $519k | +3% | 4.6k | 112.75 |
|
| Automatic Data Processing (ADP) | 0.0 | $499k | 1.7k | 293.50 |
|
|
| Honeywell International (HON) | 0.0 | $482k | +62% | 2.3k | 210.50 |
|
| At&t (T) | 0.0 | $474k | 17k | 28.24 |
|
|
| IDEX Corporation (IEX) | 0.0 | $473k | 2.9k | 162.76 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $467k | +4% | 2.4k | 197.62 |
|
| Mondelez Int (MDLZ) | 0.0 | $433k | 6.9k | 62.47 |
|
|
| United Rentals (URI) | 0.0 | $432k | 452.00 | 954.66 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $402k | -16% | 2.8k | 146.30 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $367k | +2% | 6.8k | 54.09 |
|
| Extra Space Storage (EXR) | 0.0 | $365k | 2.6k | 140.94 |
|
|
| SPDR Gold Trust (GLD) | 0.0 | $354k | -11% | 996.00 | 355.50 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $343k | -9% | 973.00 | 352.75 |
|
| Intuit (INTU) | 0.0 | $339k | 497.00 | 682.91 |
|
|
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $322k | 4.1k | 77.65 |
|
|
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $311k | 3.6k | 85.15 |
|
|
| Transmedics Group (TMDX) | 0.0 | $300k | -26% | 2.7k | 112.20 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $295k | 1.2k | 243.10 |
|
|
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $289k | 2.4k | 122.31 |
|
|
| Gra (GGG) | 0.0 | $277k | -15% | 3.3k | 84.96 |
|
| Vaneck Bitcoin Tr (HODL) | 0.0 | $272k | +5% | 8.4k | 32.37 |
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $269k | 2.4k | 111.46 |
|
|
| Walt Disney Company (DIS) | 0.0 | $266k | 2.3k | 114.50 |
|
|
| Lake Shore Bancorp (LSBK) | 0.0 | $260k | NEW | 20k | 13.00 |
|
| MasterCard Incorporated (MA) | 0.0 | $245k | NEW | 431.00 | 568.81 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $219k | -18% | 2.0k | 108.70 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $218k | 287.00 | 758.15 |
|
|
| Bitwise Bitcoin Etf Tr (BITB) | 0.0 | $217k | NEW | 3.5k | 62.22 |
|
| D.R. Horton (DHI) | 0.0 | $217k | NEW | 1.3k | 169.47 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $217k | 4.7k | 45.72 |
|
|
| Progressive Corporation (PGR) | 0.0 | $213k | 862.00 | 246.95 |
|
|
| iShares Russell 2000 Index (IWM) | 0.0 | $212k | NEW | 877.00 | 242.05 |
|
| International Business Machines (IBM) | 0.0 | $206k | 730.00 | 282.16 |
|
|
| Golden Matrix Group (GMGI) | 0.0 | $196k | NEW | 173k | 1.13 |
|
| Gain Therapeutics (GANX) | 0.0 | $27k | 15k | 1.77 |
|
|
| Wealth Minerals (WMLLF) | 0.0 | $1.9k | -58% | 18k | 0.10 |
|
| Enzolytics (ENZC) | 0.0 | $30.000000 | 100k | 0.00 |
|
Past Filings by Sandhill Capital Partners
SEC 13F filings are viewable for Sandhill Capital Partners going back to 2012
- Sandhill Capital Partners 2025 Q3 filed Nov. 13, 2025
- Sandhill Capital Partners 2025 Q2 filed Aug. 12, 2025
- Sandhill Capital Partners 2025 Q1 filed May 14, 2025
- Sandhill Capital Partners 2024 Q4 filed Feb. 13, 2025
- Sandhill Capital Partners 2024 Q3 filed Nov. 13, 2024
- Sandhill Capital Partners 2024 Q2 filed Aug. 13, 2024
- Sandhill Capital Partners 2024 Q1 filed May 14, 2024
- Sandhill Capital Partners 2023 Q4 filed Feb. 2, 2024
- Sandhill Capital Partners 2023 Q3 filed Nov. 13, 2023
- Sandhill Capital Partners 2023 Q2 filed Aug. 8, 2023
- Sandhill Capital Partners 2023 Q1 filed May 12, 2023
- Sandhill Capital Partners 2022 Q4 filed Feb. 10, 2023
- Sandhill Capital Partners 2022 Q3 filed Nov. 14, 2022
- Sandhill Capital Partners 2022 Q2 filed Aug. 10, 2022
- Sandhill Capital Partners 2022 Q1 filed May 16, 2022
- Sandhill Capital Partners 2021 Q4 filed Feb. 9, 2022