Sandhill Capital Partners

Sandhill Capital Partners as of June 30, 2012

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 71 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intl Business Machines 5.1 $748k 3.8k 195.45
Exxon Mobil Corp 4.0 $580k 6.8k 85.60
Apple Computer 3.8 $557k 954.00 583.86
Chevron Corp 3.1 $453k 4.3k 105.47
Johnson & Johnson 3.0 $433k 6.4k 67.50
Disney Walt 2.5 $364k 7.5k 48.55
Procter & Gamble 2.5 $363k 5.9k 61.21
Colgate-palmolive 2.1 $314k 3.0k 104.01
D Pioneer Natural Reso Urces Com Common Stock 7 2.1 $304k 3.5k 88.12
Cimarex Energy 2.1 $303k 5.5k 55.09
At&t Inc Co m 0 2.0 $293k 8.2k 35.72
Sysco Corp 2.0 $290k 9.7k 29.85
Home Depot 2.0 $289k 5.5k 52.94
Merck & Co 2.0 $289k 6.9k 41.76
3m Co Co m 8 2.0 $288k 3.2k 89.75
Caterpillar 1.9 $286k 3.4k 84.79
Verizon Communications Inc Co m 9 1.9 $279k 6.3k 44.52
Hcp 1.8 $269k 6.1k 44.16
Coca-cola Co/the 1.8 $268k 3.4k 78.11
American Express 1.8 $259k 4.4k 58.23
D Spdr Gold Trust us etf's - us tr 7 1.8 $260k 1.7k 155.22
Kraft Foods Inc cl a 5 1.8 $259k 6.7k 38.56
D Automatic Data Proce Ssing Inc Common Stock 0 1.8 $258k 4.6k 55.60
D Continental Resource S Inc Com Common Stock 2 1.8 $257k 3.9k 66.49
Occidental Pete Corp 1.8 $256k 3.0k 85.62
Travelers Companies 1.7 $255k 4.0k 63.88
Mcdonalds Corp 1.7 $254k 2.9k 88.50
Du Pont E I De Nemours 1.7 $253k 5.0k 50.53
Plainsallamerpipltdptshusd0.10 C om 7 1.7 $253k 3.1k 80.93
Waste Mgmt Inc Del 1.7 $252k 7.5k 33.47
Apache Corp Com Stk 1.7 $246k 2.8k 87.83
D Potash Corp Of Saska Tchewan I Common Stock 7 1.6 $238k 5.5k 43.67
D National-oilwell Varco Inc Com Common Stock 6 1.6 $236k 3.7k 64.31
Tenaris S A sponsored adr 8 1.6 $231k 6.6k 34.92
Seaboard Corp Del 1.6 $230k 108.00 2129.63
Mosaic Company 1.6 $229k 4.2k 54.75
Whiting Pete Corp 1.5 $222k 5.4k 41.11
D Compania De Minas Bu Enaventur Adrs Stocks 2 1.5 $219k 5.8k 37.95
Eog Resources Inc Co m 2 1.5 $218k 2.4k 90.01
Market Vectors Etf Tr gold miner etf 5 1.5 $219k 4.9k 44.74
Ca 1.5 $214k 7.9k 27.05
Cameco Corp 1.4 $213k 9.7k 21.96
Conagra Inc 2 1.4 $208k 8.0k 25.87
Microsoft Corp 1.4 $201k 6.6k 30.51
Unitedhealth Group 1.4 $199k 3.4k 58.39
Riotintospo 1.3 $191k 4.0k 47.75
Silver Wheaton Corp 1.2 $181k 6.7k 26.83
Morgan Stanley Cp Tr Iv Pfd 6.25% pfd 6 1.1 $164k 6.9k 23.77
Oasis Petroleum 1.1 $160k 6.6k 24.24
Molycorp 0.9 $139k 6.5k 21.50
Mastercardcl'a'comstkusd0.0001 C om 5 0.6 $82k 190.00 431.58
BANK NEW YORK MELLON Corp Com Stk 0.6 $80k 3.6k 22.01
D Concur Technologies Inc Com St Common Stock 2 0.5 $68k 1.0k 68.00
Reynolds Amern Inc 7 0.4 $62k 1.4k 44.90
Medtronic 0.3 $51k 1.3k 38.69
Apollo Inv 0.3 $50k 6.6k 7.62
Nucor Corp Common Stock Usd.4 0.3 $46k 1.2k 37.86
Altria Group Inc Co m 0 0.3 $40k 1.1k 34.93
United Technologies 0.2 $37k 495.00 74.75
Iridium Communications 0.2 $31k 3.5k 8.86
Nike Inc Co m 6 0.2 $29k 325.00 89.23
Baidu.com 0.2 $23k 200.00 115.00
Parker Hannifin Corp C om 7 0.2 $24k 310.00 77.42
General Elec Cap Corp Prefereed 5. pfd 3 0.1 $21k 800.00 26.25
Total Sa-spon Adr 8 0.1 $19k 430.00 44.19
Citigroup Capital Viii Pfd 6.95% C pfd 1 0.1 $15k 590.00 25.42
Ing Groep N V Pfd Perp/call 8.50 D pfd 4 0.1 $10k 400.00 25.00
D Corrections Corp Ame R New Com Common Stock 2 0.1 $9.0k 300.00 30.00
Citigroup Capvii Pfd 7.125% 7/31/3 pfd 1 0.1 $8.0k 300.00 26.67
Teva Pharmaceutical Industries, Ltd. adr 8 0.0 $5.0k 125.00 40.00
Sanofi-aventis Adr 8 0.0 $4.0k 100.00 40.00