Sandhill Capital Partners

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

  • Top 5 stock holdings are BIL, PANW, TMDX, NOW, TECH, and represent 29.94% of Sandhill Capital Partners's stock portfolio.
  • Added to shares of these 10 stocks: BIL (+$86M), TDY (+$21M), UBER (+$8.3M), SCHW (+$7.8M), TECH (+$6.0M), USB (+$6.0M), TMDX, DHR, ZTS, CSGP.
  • Started 3 new stock positions in TDY, LQD, DASTY.
  • Reduced shares in these 10 stocks: HON (-$29M), APTV (-$23M), SITM (-$20M), PAYC (-$18M), PANW (-$12M), NOW (-$11M), LIN (-$10M), SPGI (-$8.8M), ADBE (-$7.6M), ZBH (-$6.9M).
  • Sold out of its positions in DISH Network, PAYC, VLTO, GMDA.
  • Sandhill Capital Partners was a net seller of stock by $-23M.
  • Sandhill Capital Partners has $1.2B in assets under management (AUM), dropping by 12.53%.
  • Central Index Key (CIK): 0001556245

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Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 86 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr 1 3 hgh yield (BIL) 10.4 $125M +214% 1.4M 91.39
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Palo Alto Networks (PANW) 5.6 $67M -15% 228k 294.88
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Transmedics Group (TMDX) 5.0 $60M +4% 763k 78.93
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Servicenow (NOW) 4.5 $54M -17% 76k 706.49
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Bio-techne Corporation (TECH) 4.4 $53M +12% 691k 77.16
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Intuitive Surgical (ISRG) 4.4 $53M 157k 337.36
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U.S. Bancorp (USB) 4.3 $51M +13% 1.2M 43.28
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Charles Schwab Corporation (SCHW) 4.2 $51M +18% 739k 68.80
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Littelfuse (LFUS) 4.2 $51M 189k 267.56
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Tyler Technologies (TYL) 3.9 $47M 112k 418.12
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S&p Global (SPGI) 3.8 $46M -16% 104k 440.52
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Linde (LIN) 3.6 $43M -19% 104k 410.71
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Siteone Landscape Supply (SITE) 3.5 $42M 259k 162.50
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Uber Technologies (UBER) 3.2 $38M +27% 616k 61.57
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Amphenol Corporation (APH) 3.1 $37M 372k 99.13
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Zimmer Holdings (ZBH) 2.9 $35M -16% 287k 121.70
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Adobe Systems Incorporated (ADBE) 2.7 $33M -18% 56k 596.60
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Gra (GGG) 2.7 $32M 371k 86.76
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Booking Holdings (BKNG) 2.6 $32M 8.9k 3547.22
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CoStar (CSGP) 2.5 $30M 339k 87.39
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Danaher Corporation (DHR) 2.3 $27M +2% 118k 231.34
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Zoetis Inc Cl A (ZTS) 2.2 $26M +2% 133k 197.37
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Teledyne Technologies Incorporated (TDY) 1.7 $21M NEW 47k 446.29
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Microsoft Corporation (MSFT) 0.9 $11M 28k 376.04
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Apple (AAPL) 0.7 $8.7M -2% 45k 192.53
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Broadcom (AVGO) 0.5 $6.5M -10% 5.8k 1116.25
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BlackRock (BLK) 0.5 $5.6M -8% 6.9k 811.80
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Procter & Gamble Company (PG) 0.5 $5.6M -7% 38k 146.54
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JPMorgan Chase & Co. (JPM) 0.4 $5.3M -9% 31k 170.10
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Waste Management (WM) 0.4 $5.0M -10% 28k 179.10
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Home Depot (HD) 0.4 $4.9M -8% 14k 346.56
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Caterpillar (CAT) 0.4 $4.9M -9% 17k 295.67
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McDonald's Corporation (MCD) 0.4 $4.8M -8% 16k 296.52
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Boeing Company (BA) 0.4 $4.7M -12% 18k 260.66
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Chevron Corporation (CVX) 0.4 $4.7M -8% 32k 149.16
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Qualcomm (QCOM) 0.4 $4.7M -8% 33k 144.63
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Merck & Co (MRK) 0.4 $4.6M -10% 42k 109.02
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American Express Company (AXP) 0.4 $4.4M -9% 24k 187.34
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Paychex (PAYX) 0.3 $4.2M -9% 35k 119.11
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UnitedHealth (UNH) 0.3 $4.2M -9% 7.9k 526.47
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Johnson & Johnson (JNJ) 0.3 $4.0M -9% 26k 156.74
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Coca-Cola Company (KO) 0.3 $3.9M -8% 66k 58.93
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Johnson Controls International Plc equity (JCI) 0.3 $3.8M -8% 66k 57.64
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Nike (NKE) 0.3 $3.8M -8% 35k 108.57
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SYSCO Corporation (SYY) 0.3 $3.8M -8% 52k 73.13
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General Mills (GIS) 0.3 $3.7M -7% 57k 65.14
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Dow (DOW) 0.3 $3.7M -10% 67k 54.84
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Texas Instruments Incorporated (TXN) 0.3 $3.6M -7% 21k 170.46
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Verizon Communications (VZ) 0.2 $2.8M -14% 75k 37.70
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Pfizer (PFE) 0.2 $2.8M -9% 97k 28.79
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Truist Financial Corp equities (TFC) 0.2 $2.6M -16% 70k 36.92
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Edwards Lifesciences (EW) 0.2 $1.9M +3% 25k 76.25
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Crown Castle Intl (CCI) 0.1 $1.6M -44% 14k 115.19
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iShares S&P 500 Index (IVV) 0.1 $1.3M +8% 2.8k 477.67
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Intel Corporation (INTC) 0.1 $1.3M -2% 26k 50.25
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3M Company (MMM) 0.1 $1.2M 11k 109.33
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Broadstone Net Lease (BNL) 0.1 $788k 46k 17.22
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Walt Disney Company (DIS) 0.1 $776k 8.6k 90.29
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Colgate-Palmolive Company (CL) 0.1 $638k 8.0k 79.71
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IDEX Corporation (IEX) 0.1 $631k 2.9k 217.11
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $623k -3% 8.9k 70.35
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Honeywell International (HON) 0.0 $591k -98% 2.8k 209.75
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Laboratory Corp. of America Holdings (LH) 0.0 $546k 2.4k 227.29
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Mondelez Int (MDLZ) 0.0 $485k 6.7k 72.43
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Extra Space Storage (EXR) 0.0 $449k 2.8k 160.33
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iShares S&P MidCap 400 Index (IJH) 0.0 $425k +5% 1.5k 277.15
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Automatic Data Processing (ADP) 0.0 $396k 1.7k 232.97
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Veeva Sys Inc cl a (VEEV) 0.0 $387k 2.0k 192.52
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LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.0 $383k 2.4k 162.45
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L3harris Technologies (LHX) 0.0 $379k 1.8k 210.62
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John Bean Technologies Corporation (JBT) 0.0 $337k 3.4k 99.45
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Novo-nordisk As Vormal F Spons Adr (NVO) 0.0 $319k 3.1k 103.45
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Intuit (INTU) 0.0 $311k 497.00 625.03
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M&T Bank Corporation (MTB) 0.0 $308k 2.2k 137.08
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Exxon Mobil Corporation (XOM) 0.0 $295k 2.9k 99.98
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United Rentals (URI) 0.0 $288k 502.00 573.42
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At&t (T) 0.0 $286k 17k 16.78
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Health Care SPDR (XLV) 0.0 $284k 2.1k 136.38
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Delphi Automotive Inc international (APTV) 0.0 $275k -98% 3.1k 89.72
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $237k NEW 2.1k 110.66
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Global Payments (GPN) 0.0 $225k 1.8k 127.00
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Dassault System S A F Sponsore Adr (DASTY) 0.0 $223k NEW 4.5k 49.02
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Sitime Corp (SITM) 0.0 $207k -98% 1.7k 122.08
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Wealth Minerals (WMLLF) 0.0 $24k 118k 0.20
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Argo Blockchain (ARBKF) 0.0 $19k 51k 0.36
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Bitcoin Depot Inc 28 Wtf Warra WT (BTMWW) 0.0 $2.4k 17k 0.14
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Past Filings by Sandhill Capital Partners

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

View all past filings