Sandhill Capital Partners
Latest statistics and disclosures from Sandhill Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GPN, FISV, Bio-techne Corporation, Transunion, ADBE, and represent 22.71% of Sandhill Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: EEFT (+$16.68M), Crown Castle Intl (+$14.23M), Draftkings Inc Com Cl A stock (+$12.79M), DAL (+$12.27M), Delphi Automotive Inc international stock (+$10.74M), American Tower Reit (+$10.53M), WGOV (+$10.19M), NDSN (+$8.75M), HRC (+$8.37M), Keurig Dr Pepper Inc Com stock (+$5.17M).
- Started 11 new stock positions in HXL, DAL, WGOV, American Tower Reit, Draftkings Inc Com Cl A stock, EEFT, DEO, Crown Castle Intl, Delphi Automotive Inc international stock, Riot Blockchain Inc. DIS.
- Reduced shares in these 10 stocks: , Elanco Animal Health Inc (-$20.91M), NEOG (-$16.55M), American Airls (-$15.74M), ATR (-$11.90M), BAC (-$6.78M), GPN, ADBE, Siteone Landscape Supply Inc Com stock, CSGP.
- Sold out of its positions in ABB, Alerian Mlp Etf(amlp), American Airls, BAC, Bloom Energy Corp, XOM, EFA, NEOG, MTN, WFC.
- Sandhill Capital Partners was a net buyer of stock by $8.54M.
- Sandhill Capital Partners has $745.89M in assets under management (AUM), dropping by -17.19%.
Portfolio Holdings for Sandhill Capital Partners
Companies in the Sandhill Capital Partners portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Global Payments (GPN) | 5.05 | 261321 | -11% | 144.23 |
| Fiserv (FISV) | 4.94 | 387667 | 94.99 | |
| Bio-techne Corporation | 4.46 | 175490 | 189.62 | |
| Transunion | 4.36 | 490976 | -2% | 66.18 |
| Adobe Systems Incorporated (ADBE) | 3.90 | 91473 | -14% | 318.24 |
| International Flavors & Fragrances (IFF) | 3.82 | 278927 | 102.08 | |
| Hill-Rom Holdings (HRC) | 3.79 | 281301 | +41% | 100.60 |
| Dentsply Sirona | 3.50 | 672989 | +12% | 38.83 |
| FMC Corporation (FMC) | 3.46 | 315695 | +2% | 81.69 |
| Linde Plc | 3.37 | 145510 | 173.00 | |
| Servicemaster Global | 3.36 | 929580 | +8% | 27.00 |
| Fortinet (FTNT) | 3.20 | 236109 | +13% | 101.17 |
| Armstrong World Industries (AWI) | 3.09 | 290015 | 79.42 | |
| Clarivate Analytics Plc sn | 3.02 | 1.08M | 20.75 | |
| Agilent Technologies Inc C ommon | 3.00 | 312154 | -7% | 71.62 |
| ICU Medical, Incorporated (ICUI) | 2.92 | 107817 | 201.77 | |
| Ss&c Technologies Holding | 2.78 | 473425 | +2% | 43.82 |
| Keurig Dr Pepper Inc Com stock | 2.68 | 824636 | +34% | 24.27 |
| CoStar (CSGP) | 2.30 | 29164 | -16% | 587.23 |
| Euronet Worldwide (EEFT) | 2.24 | 194627 | NEW | 85.72 |
| Ceridian Hcm Hldg Inc | 2.23 | 331676 | 50.07 | |
| Zoetis Inc Cl A | 2.05 | 129636 | -4% | 117.69 |
| Glaukos | 1.97 | 477082 | +4% | 30.86 |
| Crown Castle Intl | 1.91 | 98533 | NEW | 144.40 |
| Draftkings Inc Com Cl A stock | 1.71 | 1.04M | NEW | 12.34 |
| Nordson Corporation (NDSN) | 1.69 | 93398 | +226% | 135.07 |
| Delta Air Lines (DAL) | 1.64 | 429989 | NEW | 28.53 |
| Siteone Landscape Supply Inc Com stock | 1.63 | 165220 | -21% | 73.62 |
| Guidewire Software | 1.61 | 151305 | +3% | 79.31 |
| Us Foods Hldg Corp call | 1.61 | 676649 | 17.71 | |
| Delphi Automotive Inc international stock | 1.44 | 218180 | NEW | 49.24 |
| American Tower Reit | 1.41 | 48341 | NEW | 217.74 |
| Woodward Governor Company (WGOV) | 1.37 | 171372 | NEW | 59.44 |
| Transmedics Group Inc | 1.25 | 770998 | +4% | 12.08 |
| Elanco Animal Health Inc | 0.78 | 259917 | -78% | 22.39 |
| 3M Company (MMM) | 0.50 | 27183 | 136.52 | |
| Diageo (DEO) | 0.36 | 21026 | NEW | 127.13 |
| J P Morgan Exchange Traded F ultra shrt | 0.28 | 41813 | -60% | 49.67 |
| Procter & Gamble Company (PG) | 0.27 | 18375 | 109.99 | |
| Hexcel Corporation (HXL) | 0.26 | 52523 | NEW | 37.18 |
| Edwards Lifesciences (EW) | 0.25 | 10000 | 188.60 | |
| Apple (AAPL) | 0.25 | 7369 | -2% | 254.31 |
| Johnson & Johnson (JNJ) | 0.20 | 11185 | 131.16 | |
| Microsoft Corporation (MSFT) | 0.19 | 9005 | 157.69 | |
| Colgate-Palmolive Company (CL) | 0.18 | 19698 | 66.35 | |
| Intel Corporation (INTC) | 0.16 | 22246 | +3% | 54.12 |
| Chevron Corporation (CVX) | 0.16 | 16509 | +71% | 72.45 |
| Waste Management (WM) | 0.15 | 12361 | -2% | 92.55 |
| Home Depot (HD) | 0.15 | 6018 | 186.77 | |
| Merck & Co (MRK) | 0.14 | 14007 | +4% | 76.96 |
| Moog (MOG.B) | 0.14 | 20946 | 50.51 | |
| McDonald's Corporation (MCD) | 0.14 | 6294 | 165.40 | |
| General Mills (GIS) | 0.13 | 19027 | +2% | 52.77 |
| IDEX Corporation (IEX) | 0.13 | 7157 | 138.05 | |
| Walt Disney Company (DIS) | 0.13 | 10163 | NEW | 96.62 |
| Verizon Communications (VZ) | 0.13 | 18170 | +4% | 53.71 |
| Caterpillar (CAT) | 0.13 | 8163 | +6% | 116.01 |
| Paychex (PAYX) | 0.13 | 15051 | 62.92 | |
| Vanguard S&p 500 Etf idx fd | 0.13 | 3968 | -5% | 236.90 |
| Veeva Sys Inc cl a | 0.13 | 6000 | 156.33 | |
| Pfizer (PFE) | 0.12 | 28378 | +5% | 32.63 |
| Coca-Cola Company (KO) | 0.12 | 20853 | 44.26 | |
| Travelers Companies (TRV) | 0.12 | 8752 | +3% | 99.41 |
| JPMorgan Chase & Co. (JPM) | 0.11 | 9275 | +3% | 90.03 |
| Broadcom Ltd | 0.11 | 3359 | +3% | 236.98 |
| American Express Company (AXP) | 0.11 | 9167 | +2% | 85.63 |
| International Business Machines (IBM) | 0.10 | 6409 | 110.94 | |
| Dow Inc | 0.09 | 24217 | +19% | 29.24 |
| SYSCO Corporation (SYY) | 0.09 | 15022 | +6% | 45.60 |
| iShares S&P; 500 Index (IVV) | 0.09 | 2610 | 258.24 | |
| Johnson Controls International Plc equity | 0.08 | 22928 | +5% | 26.95 |
| Truist Financial Corp equities | 0.08 | 19012 | +14% | 30.82 |
| Citigroup Inc | 0.08 | 13755 | +10% | 42.09 |
| Anheuser-Busch InBev NV (BUD) | 0.06 | 10477 | +25% | 44.10 |
| Aptar (ATR) | 0.06 | 4496 | -96% | 99.64 |
| AT&T; (T) | 0.06 | 15095 | +2% | 29.15 |
| Boeing Company (BA) | 0.06 | 2762 | -16% | 149.17 |
| Mondelez Int | 0.05 | 7722 | +6% | 50.12 |
| Laboratory Corp. of America Holdings (LH) | 0.05 | 3000 | 126.33 | |
| Cure Pharmaceutical Holding | 0.00 | 10000 | 2.10 | |
| Riot Blockchain Inc | 0.00 | 10000 | NEW | 0.80 |
| Mexus Gold Us | 0.00 | 35500 | 0.00 |
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Past Filings by Sandhill Capital Partners
View past SEC 13F filings by Sandhill Capital Partners
- Sandhill Capital Partners 2019 Q4 filed Feb. 13, 2020
- Sandhill Capital Partners 2019 Q3 filed Nov. 14, 2019
- Sandhill Capital Partners 2019 Q2 filed Aug. 13, 2019
- Sandhill Capital Partners 2019 Q1 filed May 15, 2019
- Sandhill Capital Partners 2018 Q4 filed Feb. 13, 2019
- Sandhill Capital Partners 2018 Q3 filed Nov. 14, 2018
- Sandhill Capital Partners 2018 Q2 filed Aug. 13, 2018
- Sandhill Capital Partners 2018 Q1 filed May 14, 2018
- Sandhill Capital Partners 2017 Q4 filed Feb. 14, 2018
- Sandhill Capital Partners 2017 Q3 filed Nov. 13, 2017
- Sandhill Capital Partners 2017 Q2 filed Aug. 14, 2017
- Sandhill Capital Partners 2017 Q1 filed May 15, 2017
- Sandhill Capital Partners 2016 Q4 filed Feb. 14, 2017
- Sandhill Capital Partners 2016 Q3 filed Nov. 14, 2016
- Sandhill Capital Partners 2016 Q2 filed Aug. 15, 2016
- Sandhill Capital Partners 2016 Q1 filed May 9, 2016
- Sandhill Capital Partners 2015 Q4 filed Feb. 10, 2016
- Sandhill Capital Partners 2015 Q3 filed Nov. 13, 2015
- Sandhill Capital Partners 2015 Q2 filed Aug. 11, 2015