Sandhill Capital Partners
Latest statistics and disclosures from Sandhill Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, NOW, ACM, SCHW, APH, and represent 27.37% of Sandhill Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: SYK (+$37M), MSFT (+$35M), AMZN (+$32M), TXN (+$31M), BIL (+$24M), NOW (+$23M), AVGO (+$22M), CR (+$20M), ACM (+$9.6M), AJG (+$6.3M).
- Started 8 new stock positions in NVDA, AGG, VEU, TBIL, FFLC, PVAL, SYK, IVW.
- Reduced shares in these 10 stocks: HUBB (-$53M), TYL (-$46M), USB (-$43M), CDNS (-$40M), TTAN (-$37M), APH (-$30M), PANW (-$22M), SPXC (-$20M), ISRG (-$16M), SITE (-$16M).
- Sold out of its positions in ADBE, BITB, BNL, CDNS, DHR, DIS, GGG, INTC, IBM, LHX. MA, SPY, TTAN, SITE, TSLA, TYL, HODL.
- Sandhill Capital Partners was a net seller of stock by $-151M.
- Sandhill Capital Partners has $1.2B in assets under management (AUM), dropping by -17.19%.
- Central Index Key (CIK): 0001556245
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Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 9.9 | $115M | +26% | 1.3M | 91.64 |
|
| Servicenow (NOW) | 4.9 | $57M | +66% | 545k | 104.55 |
|
| AECOM Technology Corporation (ACM) | 4.3 | $50M | +23% | 586k | 84.82 |
|
| Charles Schwab Corporation (SCHW) | 4.2 | $49M | -9% | 517k | 93.98 |
|
| Amphenol Corporation (APH) | 4.1 | $48M | -38% | 379k | 126.35 |
|
| Microsoft Corporation (MSFT) | 3.9 | $45M | +339% | 122k | 370.17 |
|
| General Electric (GE) | 3.8 | $44M | -19% | 155k | 283.77 |
|
| Palo Alto Networks (PANW) | 3.6 | $42M | -34% | 265k | 160.32 |
|
| Uber Technologies (UBER) | 3.6 | $41M | -9% | 575k | 71.93 |
|
| Linde (LIN) | 3.5 | $41M | -8% | 83k | 495.76 |
|
| Arthur J. Gallagher & Co. (AJG) | 3.2 | $37M | +20% | 172k | 216.58 |
|
| Intuitive Surgical (ISRG) | 3.2 | $37M | -30% | 80k | 460.99 |
|
| Stryker Corporation (SYK) | 3.1 | $37M | NEW | 111k | 328.59 |
|
| Guidewire Software (GWRE) | 3.1 | $36M | +16% | 242k | 149.56 |
|
| Crane Company (CR) | 3.1 | $36M | +126% | 211k | 171.00 |
|
| Texas Instruments Incorporated (TXN) | 3.1 | $36M | +681% | 186k | 194.14 |
|
| Trane Technologies (TT) | 3.1 | $36M | -9% | 86k | 416.74 |
|
| Amazon (AMZN) | 3.1 | $36M | +752% | 172k | 208.27 |
|
| Spx Corp (SPXC) | 3.0 | $35M | -35% | 177k | 199.94 |
|
| Broadcom (AVGO) | 3.0 | $35M | +178% | 112k | 309.51 |
|
| Arista Networks (ANET) | 2.9 | $33M | -27% | 272k | 122.78 |
|
| S&p Global (SPGI) | 2.6 | $31M | -9% | 72k | 425.34 |
|
| Booking Holdings (BKNG) | 2.0 | $23M | -8% | 5.5k | 4210.14 |
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 1.1 | $13M | -44% | 131k | 100.66 |
|
| Apple (AAPL) | 1.0 | $12M | -7% | 46k | 253.79 |
|
| Caterpillar (CAT) | 0.9 | $10M | -10% | 14k | 708.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $8.8M | -10% | 30k | 294.16 |
|
| Johnson Controls International Plc equity (JCI) | 0.7 | $7.8M | -8% | 60k | 130.95 |
|
| Chevron Corporation (CVX) | 0.6 | $6.8M | -4% | 33k | 206.90 |
|
| Procter & Gamble Company (PG) | 0.6 | $6.7M | -4% | 47k | 144.44 |
|
| U.S. Bancorp (USB) | 0.6 | $6.7M | -86% | 129k | 52.01 |
|
| Johnson & Johnson (JNJ) | 0.5 | $6.3M | -6% | 26k | 244.44 |
|
| American Express Company (AXP) | 0.5 | $6.1M | -8% | 20k | 302.48 |
|
| Waste Management (WM) | 0.5 | $6.0M | -6% | 26k | 229.79 |
|
| Cme (CME) | 0.5 | $5.9M | -9% | 20k | 295.35 |
|
| Blackrock (BLK) | 0.5 | $5.8M | -11% | 6.1k | 961.71 |
|
| Goldman Sachs (GS) | 0.5 | $5.6M | 6.7k | 845.99 |
|
|
| Merck & Co (MRK) | 0.5 | $5.3M | -7% | 44k | 120.29 |
|
| Coca-Cola Company (KO) | 0.4 | $5.2M | -7% | 69k | 76.05 |
|
| McDonald's Corporation (MCD) | 0.4 | $5.2M | -6% | 17k | 310.79 |
|
| Home Depot (HD) | 0.4 | $4.7M | -4% | 14k | 328.89 |
|
| iShares S&P 500 Index (IVV) | 0.4 | $4.1M | +130% | 6.4k | 653.23 |
|
| Visa (V) | 0.3 | $3.9M | -7% | 13k | 302.24 |
|
| Qualcomm (QCOM) | 0.3 | $3.7M | -6% | 29k | 128.78 |
|
| Verizon Communications (VZ) | 0.3 | $3.6M | -5% | 72k | 50.20 |
|
| Paychex (PAYX) | 0.3 | $3.0M | -9% | 32k | 92.12 |
|
| UnitedHealth (UNH) | 0.2 | $2.8M | -19% | 10k | 270.59 |
|
| salesforce (CRM) | 0.2 | $2.5M | -9% | 14k | 186.67 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $2.4M | 4.0k | 597.55 |
|
|
| Putnam Focused Large Cap Value Etf (PVAL) | 0.2 | $1.8M | NEW | 39k | 46.40 |
|
| Fidelity Covington (FFLC) | 0.1 | $1.6M | NEW | 31k | 51.28 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.4M | +13% | 15k | 90.53 |
|
| Zimmer Holdings (ZBH) | 0.1 | $1.3M | 14k | 90.42 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $1.3M | -4% | 16k | 80.08 |
|
| 3M Company (MMM) | 0.1 | $1.2M | 8.5k | 145.23 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $1.1M | 16k | 71.33 |
|
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.1M | NEW | 15k | 75.10 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.1M | +93% | 16k | 67.53 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $992k | NEW | 10k | 99.27 |
|
| Dow (DOW) | 0.1 | $985k | 24k | 41.65 |
|
|
| Vanguard Instl Index (VBIL) | 0.1 | $871k | -67% | 12k | 75.65 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $784k | 4.6k | 169.66 |
|
|
| iShares S&P 500 Growth Index (IVW) | 0.1 | $747k | NEW | 6.6k | 113.11 |
|
| General Mills (GIS) | 0.1 | $713k | 19k | 37.22 |
|
|
| RBB (TBIL) | 0.1 | $692k | NEW | 14k | 49.86 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $682k | 8.0k | 85.23 |
|
|
| Berkshire Hathaway (BRK.B) | 0.1 | $676k | +15% | 1.4k | 479.20 |
|
| Vanguard Small-Cap ETF (VB) | 0.1 | $655k | -4% | 2.5k | 261.92 |
|
| Labcorp Holdings (LH) | 0.1 | $640k | 2.4k | 266.81 |
|
|
| IDEX Corporation (IEX) | 0.0 | $551k | 2.9k | 189.55 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $517k | +19% | 1.8k | 287.56 |
|
| SPDR Gold Trust (GLD) | 0.0 | $504k | +39% | 1.2k | 430.29 |
|
| At&t (T) | 0.0 | $485k | -5% | 17k | 28.99 |
|
| Honeywell International (HON) | 0.0 | $443k | -14% | 2.0k | 226.03 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $409k | +3% | 7.7k | 53.22 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $404k | +20% | 3.6k | 111.17 |
|
| M&T Bank Corporation (MTB) | 0.0 | $370k | -24% | 1.8k | 206.72 |
|
| Automatic Data Processing (ADP) | 0.0 | $345k | 1.7k | 203.18 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $343k | NEW | 2.0k | 174.40 |
|
| Extra Space Storage (EXR) | 0.0 | $339k | 2.6k | 131.13 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $338k | 5.9k | 57.64 |
|
|
| United Rentals (URI) | 0.0 | $329k | 452.00 | 728.56 |
|
|
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $309k | 4.1k | 74.72 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $297k | 2.5k | 118.21 |
|
|
| Lake Shore Bancorp (LSBK) | 0.0 | $275k | -9% | 18k | 15.18 |
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $273k | -4% | 2.5k | 108.99 |
|
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $258k | 2.4k | 109.24 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $257k | 287.00 | 895.24 |
|
|
| iShares Russell 2000 Index (IWM) | 0.0 | $256k | 1.0k | 248.00 |
|
|
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $231k | 3.6k | 63.22 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $222k | 4.8k | 45.97 |
|
|
| Hubbell (HUBB) | 0.0 | $217k | -99% | 442.00 | 490.74 |
|
| Intuit (INTU) | 0.0 | $215k | 497.00 | 432.38 |
|
|
| Travelers Companies (TRV) | 0.0 | $204k | 700.00 | 291.68 |
|
|
| Gain Therapeutics (GANX) | 0.0 | $30k | 15k | 1.94 |
|
Past Filings by Sandhill Capital Partners
SEC 13F filings are viewable for Sandhill Capital Partners going back to 2012
- Sandhill Capital Partners 2026 Q1 filed May 14, 2026
- 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