Sandhill Capital Partners

Latest statistics and disclosures from Sandhill Capital Partners's latest quarterly 13F-HR filing:

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Positions held by Sandhill Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sandhill Capital Partners

Companies in the Sandhill Capital Partners portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bio-techne Corporation (TECH) 4.9 $63M 122k 517.34
Transunion (TRU) 4.5 $59M -2% 494k 118.58
Palo Alto Networks (PANW) 4.4 $57M 103k 556.76
Netflix (NFLX) 4.4 $56M 93k 602.44
Global Payments (GPN) 4.1 $53M +16% 392k 135.18
Linde (LIN) 4.1 $53M 152k 346.53
S&p Global (SPGI) 3.7 $48M 101k 471.93
Fortinet (FTNT) 3.7 $47M -25% 132k 359.40
Entegris (ENTG) 3.6 $47M +17% 337k 138.58
Clarivate Analytics Plc sn (CLVT) 3.6 $46M 1.9M 23.52
Delphi Automotive Inc international (APTV) 3.5 $46M 276k 164.95
L3harris Technologies (LHX) 3.4 $44M 205k 213.24
Ptc (PTC) 3.2 $41M NEW 337k 121.15
Gra (GGG) 3.1 $40M NEW 500k 80.62
Keurig Dr Pepper (KDP) 3.1 $40M 1.1M 36.86
FMC Corporation (FMC) 3.0 $39M 355k 109.89
Catalent (CTLT) 3.0 $39M -4% 302k 128.03
Amphenol Corporation (APH) 3.0 $38M 439k 87.46
Vertiv Holdings Llc vertiv holdings (VRT) 2.9 $38M 1.5M 24.97
Transmedics Group (TMDX) 2.7 $35M +25% 1.8M 19.16
Adobe Systems Incorporated (ADBE) 2.7 $35M 61k 567.06
Siteone Landscape Supply (SITE) 2.6 $33M 138k 242.28
Danaher Corporation (DHR) 2.6 $33M 100k 329.01
Zoetis Inc Cl A (ZTS) 2.4 $31M 126k 244.03
Agilent Technologies Inc C ommon (A) 2.3 $30M -25% 185k 159.65
CoStar (CSGP) 2.2 $29M +22% 362k 79.03
Draftkings Inc Com Cl A (DKNG) 2.2 $28M +19% 1.0M 27.47
Mercury Computer Systems (MRCY) 2.1 $27M -15% 496k 55.06
stock (SPLK) 1.8 $23M -31% 200k 115.72
Apple (AAPL) 0.4 $5.6M -3% 31k 177.57
3M Company (MMM) 0.4 $5.3M +3% 30k 177.63
Procter & Gamble Company (PG) 0.3 $3.8M +2% 23k 163.56
Microsoft Corporation (MSFT) 0.3 $3.7M +6% 11k 336.31
Edwards Lifesciences (EW) 0.3 $3.5M -3% 27k 129.54
Broadcom (AVGO) 0.2 $3.1M 4.6k 665.51
Home Depot (HD) 0.2 $3.0M 7.3k 414.99
Paychex (PAYX) 0.2 $2.8M 21k 136.49
Waste Management (WM) 0.2 $2.7M 16k 166.87
Qualcomm (QCOM) 0.2 $2.6M +4% 14k 182.87
Pfizer (PFE) 0.2 $2.5M +6% 43k 59.06
Colgate-Palmolive Company (CL) 0.2 $2.5M +5% 29k 85.33
Chevron Corporation (CVX) 0.2 $2.5M 21k 117.38
Johnson & Johnson (JNJ) 0.2 $2.4M -3% 14k 171.08
Johnson Controls International Plc equity (JCI) 0.2 $2.4M 29k 81.30
McDonald's Corporation (MCD) 0.2 $2.3M +2% 8.7k 268.06
Walt Disney Company (DIS) 0.2 $2.3M +10% 15k 154.92
Caterpillar (CAT) 0.2 $2.2M +6% 11k 206.73
JPMorgan Chase & Co. (JPM) 0.2 $2.2M -11% 14k 158.38
American Express Company (AXP) 0.2 $2.1M +2% 13k 163.60
Coca-Cola Company (KO) 0.2 $2.0M +6% 34k 59.22
Travelers Companies (TRV) 0.2 $2.0M +6% 13k 156.44
SYSCO Corporation (SYY) 0.2 $2.0M +7% 25k 78.54
General Mills (GIS) 0.2 $2.0M +3% 29k 67.37
Intel Corporation (INTC) 0.1 $1.9M +11% 37k 51.49
Dow (DOW) 0.1 $1.9M +10% 33k 56.72
Crown Castle Intl (CCI) 0.1 $1.9M +11% 9.0k 208.78
Merck & Co (MRK) 0.1 $1.9M +8% 25k 76.64
Verizon Communications (VZ) 0.1 $1.8M +11% 34k 51.95
Moog (MOG.B) 0.1 $1.7M 21k 80.87
Truist Financial Corp equities (TFC) 0.1 $1.6M +4% 28k 58.54
iShares S&P 500 Index (IVV) 0.1 $1.5M +16% 3.2k 477.10
Citigroup (C) 0.1 $1.5M +14% 25k 60.38
Veeva Sys Inc cl a (VEEV) 0.1 $1.2M -6% 4.7k 255.53
Broadstone Net Lease (BNL) 0.1 $1.1M 44k 24.82
Laboratory Corp. of America Holdings (LH) 0.1 $943k 3.0k 314.33
Boeing Company (BA) 0.1 $854k +12% 4.2k 201.37
IDEX Corporation (IEX) 0.1 $687k -59% 2.9k 236.33
Mondelez Int (MDLZ) 0.0 $491k 7.4k 66.35
International Flavors & Fragrances (IFF) 0.0 $433k -2% 2.9k 150.77
Servicenow (NOW) 0.0 $416k 641.00 648.99
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.0 $390k 2.4k 165.32
Aptar (ATR) 0.0 $389k 3.2k 122.64
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $357k -3% 4.8k 74.64
At&t (T) 0.0 $346k 14k 24.63
Align Technology (ALGN) 0.0 $324k 493.00 657.20
Intuit (INTU) 0.0 $320k 497.00 643.86
Essent (ESNT) 0.0 $311k NEW 6.8k 45.53
Charles River Laboratories (CRL) 0.0 $305k 809.00 377.01
SPDR Gold Trust (GLD) 0.0 $304k NEW 1.8k 170.98
Atlassian Corp Plc cl a (TEAM) 0.0 $269k 705.00 381.56
U.S. Bancorp (USB) 0.0 $263k 4.7k 56.17
Iqvia Holdings (IQV) 0.0 $220k NEW 780.00 282.05
Broadtree Residential Inc Nsa 0.0 $183k 13k 14.40
Argo Blockchain (ARBKF) 0.0 $60k 51k 1.18
Matinas Biopharma Holdings, In (MTNB) 0.0 $50k -28% 50k 1.00
Cure Pharmaceutical Holding (CURR) 0.0 $37k 102k 0.36
Wealth Minerals (WMLLF) 0.0 $28k 98k 0.29
Blockchain Foundry (BLFDF) 0.0 $18k 87k 0.21
9 Meters Biopharma (NMTR) 0.0 $10k 10k 1.00
Dmg Blockchain Solutions (DMGGF) 0.0 $6.0k 10k 0.60
Graph Blockchain Inc F (REGRF) 0.0 $0 10k 0.00

Past Filings by Sandhill Capital Partners

SEC 13F filings are viewable for Sandhill Capital Partners going back to 2012

View all past filings