Sandhill Capital Partners
Latest statistics and disclosures from Sandhill Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, APH, PANW, ISRG, GE, and represent 26.43% of Sandhill Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$40M), GWRE (+$21M), SGOV (+$12M), SPY (+$12M), AJG (+$9.0M), TTAN (+$8.0M), BIL (+$5.6M), TYL, VBIL, PG.
- Started 3 new stock positions in SPY, VBIL, TRV.
- Reduced shares in these 10 stocks: DHR (-$26M), SITE (-$15M), APH, PANW, HUBB, USB, ISRG, SCHW, GE, SPXC.
- Sold out of its positions in DHI, ENZC, GMGI, PGR, TMDX, WMLLF.
- Sandhill Capital Partners was a net buyer of stock by $46M.
- Sandhill Capital Partners has $1.4B in assets under management (AUM), dropping by -2.01%.
- Central Index Key (CIK): 0001556245
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Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 104 positions in its portfolio as reported in the December 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) | 6.4 | $91M | +6% | 991k | 91.38 |
|
| Amphenol Corporation (APH) | 5.9 | $83M | -3% | 613k | 135.14 |
|
| Palo Alto Networks (PANW) | 5.3 | $74M | -3% | 401k | 184.20 |
|
| Intuitive Surgical (ISRG) | 4.6 | $65M | -2% | 115k | 566.36 |
|
| General Electric (GE) | 4.2 | $59M | -2% | 192k | 308.03 |
|
| Charles Schwab Corporation (SCHW) | 4.1 | $57M | -2% | 573k | 99.91 |
|
| Spx Corp (SPXC) | 3.9 | $55M | -2% | 275k | 200.06 |
|
| Uber Technologies (UBER) | 3.7 | $52M | -2% | 638k | 81.71 |
|
| U.S. Bancorp (USB) | 3.6 | $51M | -3% | 957k | 53.36 |
|
| Servicenow (NOW) | 3.6 | $50M | +384% | 327k | 153.19 |
|
| Arista Networks (ANET) | 3.5 | $49M | -2% | 376k | 131.03 |
|
| Hubbell (HUBB) | 3.4 | $48M | -4% | 108k | 444.11 |
|
| Tyler Technologies (TYL) | 3.2 | $46M | +11% | 100k | 453.95 |
|
| AECOM Technology Corporation (ACM) | 3.2 | $45M | -2% | 472k | 95.33 |
|
| S&p Global (SPGI) | 3.0 | $42M | -2% | 80k | 522.59 |
|
| Guidewire Software (GWRE) | 3.0 | $42M | +100% | 208k | 201.01 |
|
| Cadence Design Systems (CDNS) | 2.9 | $40M | -2% | 129k | 312.58 |
|
| Linde (LIN) | 2.7 | $38M | -2% | 90k | 426.39 |
|
| Arthur J. Gallagher & Co. (AJG) | 2.6 | $37M | +32% | 143k | 258.79 |
|
| Trane Technologies (TT) | 2.6 | $37M | -2% | 95k | 389.20 |
|
| ServiceTitan (TTAN) | 2.6 | $37M | +28% | 344k | 106.50 |
|
| Booking Holdings (BKNG) | 2.3 | $32M | -2% | 6.0k | 5355.14 |
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 1.7 | $24M | +103% | 235k | 100.38 |
|
| Crane Company (CR) | 1.2 | $17M | -2% | 93k | 184.43 |
|
| Siteone Landscape Supply (SITE) | 1.1 | $16M | -48% | 126k | 124.56 |
|
| Broadcom (AVGO) | 1.0 | $14M | -5% | 40k | 346.10 |
|
| Microsoft Corporation (MSFT) | 1.0 | $13M | 28k | 483.62 |
|
|
| Apple (AAPL) | 1.0 | $13M | 49k | 271.86 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.8 | $12M | NEW | 17k | 681.92 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | -4% | 33k | 322.22 |
|
| Caterpillar (CAT) | 0.7 | $9.1M | 16k | 572.87 |
|
|
| American Express Company (AXP) | 0.6 | $8.1M | -3% | 22k | 369.96 |
|
| Johnson Controls International Plc equity (JCI) | 0.6 | $7.8M | 65k | 119.75 |
|
|
| Blackrock (BLK) | 0.5 | $7.3M | 6.8k | 1070.34 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $7.0M | +21% | 49k | 143.31 |
|
| Waste Management (WM) | 0.4 | $6.1M | 28k | 219.71 |
|
|
| Cme (CME) | 0.4 | $6.0M | 22k | 273.08 |
|
|
| Goldman Sachs (GS) | 0.4 | $5.8M | 6.6k | 879.00 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $5.8M | 28k | 206.95 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $5.4M | 18k | 305.64 |
|
|
| Qualcomm (QCOM) | 0.4 | $5.3M | 31k | 171.05 |
|
|
| Chevron Corporation (CVX) | 0.4 | $5.3M | 35k | 152.41 |
|
|
| Home Depot (HD) | 0.4 | $5.2M | 15k | 344.11 |
|
|
| Coca-Cola Company (KO) | 0.4 | $5.2M | 74k | 69.91 |
|
|
| Merck & Co (MRK) | 0.4 | $5.0M | 48k | 105.26 |
|
|
| Visa (V) | 0.3 | $4.9M | 14k | 350.71 |
|
|
| Amazon (AMZN) | 0.3 | $4.7M | 20k | 230.82 |
|
|
| UnitedHealth (UNH) | 0.3 | $4.2M | -11% | 13k | 330.11 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $4.1M | 24k | 173.49 |
|
|
| Paychex (PAYX) | 0.3 | $4.0M | -2% | 36k | 112.18 |
|
| salesforce (CRM) | 0.3 | $3.9M | -10% | 15k | 264.91 |
|
| Verizon Communications (VZ) | 0.2 | $3.1M | -5% | 77k | 40.73 |
|
| Vanguard Instl Index (VBIL) | 0.2 | $2.6M | NEW | 35k | 75.43 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $2.5M | +59% | 4.1k | 627.13 |
|
| iShares S&P 500 Index (IVV) | 0.1 | $1.9M | 2.8k | 684.94 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $1.4M | 17k | 85.25 |
|
|
| 3M Company (MMM) | 0.1 | $1.4M | 8.5k | 160.11 |
|
|
| Zimmer Holdings (ZBH) | 0.1 | $1.3M | 14k | 89.92 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.2M | 13k | 89.46 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $1.2M | 16k | 73.69 |
|
|
| General Mills (GIS) | 0.1 | $891k | +12% | 19k | 46.50 |
|
| Tesla Motors (TSLA) | 0.1 | $820k | +5% | 1.8k | 449.72 |
|
| Broadstone Net Lease (BNL) | 0.1 | $795k | 46k | 17.37 |
|
|
| Intel Corporation (INTC) | 0.1 | $764k | -12% | 21k | 36.90 |
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $674k | 2.6k | 257.95 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $632k | 8.0k | 79.02 |
|
|
| Berkshire Hathaway (BRK.B) | 0.0 | $615k | -7% | 1.2k | 502.65 |
|
| Labcorp Holdings (LH) | 0.0 | $602k | 2.4k | 250.88 |
|
|
| Dow (DOW) | 0.0 | $561k | -17% | 24k | 23.38 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $560k | 4.7k | 120.34 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $544k | 8.2k | 66.00 |
|
|
| L3harris Technologies (LHX) | 0.0 | $528k | 1.8k | 293.57 |
|
|
| Danaher Corporation (DHR) | 0.0 | $518k | -98% | 2.3k | 228.92 |
|
| IDEX Corporation (IEX) | 0.0 | $517k | 2.9k | 177.94 |
|
|
| Bitwise Bitcoin Etf Tr (BITB) | 0.0 | $506k | +204% | 11k | 47.56 |
|
| M&T Bank Corporation (MTB) | 0.0 | $477k | 2.4k | 201.48 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $471k | +23% | 1.5k | 313.00 |
|
| Honeywell International (HON) | 0.0 | $447k | 2.3k | 195.09 |
|
|
| At&t (T) | 0.0 | $442k | +5% | 18k | 24.84 |
|
| Automatic Data Processing (ADP) | 0.0 | $437k | 1.7k | 257.23 |
|
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $399k | +9% | 7.4k | 53.88 |
|
| United Rentals (URI) | 0.0 | $366k | 452.00 | 809.32 |
|
|
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $356k | 2.4k | 150.81 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $337k | +49% | 3.0k | 111.78 |
|
| Extra Space Storage (EXR) | 0.0 | $337k | 2.6k | 130.22 |
|
|
| SPDR Gold Trust (GLD) | 0.0 | $332k | -15% | 838.00 | 396.31 |
|
| Intuit (INTU) | 0.0 | $329k | 497.00 | 662.42 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $319k | -14% | 5.9k | 53.83 |
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $316k | -8% | 2.5k | 125.82 |
|
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $314k | 4.1k | 75.85 |
|
|
| Lake Shore Bancorp (LSBK) | 0.0 | $293k | 20k | 14.66 |
|
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $289k | +8% | 2.6k | 110.17 |
|
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $279k | 3.6k | 76.55 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $267k | -21% | 762.00 | 349.99 |
|
| Walt Disney Company (DIS) | 0.0 | $267k | 2.3k | 113.77 |
|
|
| iShares Russell 2000 Index (IWM) | 0.0 | $257k | +19% | 1.0k | 246.22 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $252k | 287.00 | 878.96 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $237k | 4.8k | 49.21 |
|
|
| MasterCard Incorporated (MA) | 0.0 | $228k | -7% | 400.00 | 570.88 |
|
| International Business Machines (IBM) | 0.0 | $221k | +2% | 745.00 | 296.21 |
|
| Gra (GGG) | 0.0 | $209k | -21% | 2.5k | 81.97 |
|
| Vaneck Bitcoin Tr (HODL) | 0.0 | $208k | 8.4k | 24.73 |
|
|
| Travelers Companies (TRV) | 0.0 | $206k | NEW | 710.00 | 290.26 |
|
| Gain Therapeutics (GANX) | 0.0 | $50k | 15k | 3.22 |
|
Past Filings by Sandhill Capital Partners
SEC 13F filings are viewable for Sandhill Capital Partners going back to 2012
- Sandhill Capital Partners 2025 Q4 filed Feb. 12, 2026
- 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