Sandhill Capital Partners as of Dec. 31, 2013
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 82 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 5.8 | $15M | 82k | 177.88 | |
| Adobe Systems Incorporated (ADBE) | 5.6 | $14M | 234k | 59.88 | |
| PriceSmart (PSMT) | 4.9 | $12M | 107k | 115.54 | |
| Hospira | 4.7 | $12M | 285k | 41.28 | |
| Cdw (CDW) | 4.6 | $12M | 490k | 23.36 | |
| Pentair | 4.4 | $11M | 141k | 77.67 | |
| Range Resources (RRC) | 4.4 | $11M | 129k | 84.31 | |
| Ctrip.com International | 4.2 | $11M | 212k | 49.62 | |
| Compass Minerals International (CMP) | 4.1 | $10M | 129k | 80.05 | |
| Carpenter Technology Corporation (CRS) | 4.0 | $10M | 161k | 62.20 | |
| Chefs Whse (CHEF) | 3.9 | $9.8M | 336k | 29.16 | |
| John Wiley & Sons (WLY) | 3.9 | $9.7M | 175k | 55.20 | |
| JPMorgan Chase & Co. (JPM) | 3.8 | $9.6M | 164k | 58.48 | |
| Vail Resorts (MTN) | 3.7 | $9.2M | 122k | 75.23 | |
| News (NWSA) | 3.6 | $9.0M | 500k | 18.02 | |
| Lance | 3.4 | $8.5M | 297k | 28.66 | |
| Boeing Company (BA) | 3.4 | $8.4M | 62k | 136.48 | |
| Cimarex Energy | 3.3 | $8.3M | 79k | 104.91 | |
| Mead Johnson Nutrition | 3.3 | $8.2M | 98k | 83.76 | |
| Morgan Stanley (MS) | 2.6 | $6.4M | 205k | 31.36 | |
| Innophos Holdings | 2.6 | $6.4M | 133k | 48.60 | |
| Ban (TBBK) | 1.8 | $4.5M | 250k | 17.91 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $2.0M | 52k | 38.76 | |
| EQT Corporation (EQT) | 0.7 | $1.7M | 19k | 89.78 | |
| SM Energy (SM) | 0.6 | $1.5M | 18k | 83.10 | |
| International Business Machines (IBM) | 0.4 | $1.1M | 5.8k | 187.50 | |
| Plains All American Pipeline (PAA) | 0.4 | $1.0M | 20k | 51.76 | |
| National Fuel Gas (NFG) | 0.4 | $991k | 14k | 71.40 | |
| Devon Energy Corporation (DVN) | 0.3 | $804k | 13k | 61.85 | |
| Walt Disney Company (DIS) | 0.3 | $730k | 9.6k | 76.40 | |
| 3M Company (MMM) | 0.3 | $724k | 5.2k | 140.20 | |
| American Express Company (AXP) | 0.3 | $705k | 7.8k | 90.69 | |
| Apple (AAPL) | 0.3 | $705k | 1.3k | 560.86 | |
| Whiting Petroleum Corporation | 0.3 | $700k | 11k | 61.87 | |
| Abb (ABBNY) | 0.3 | $702k | 26k | 26.55 | |
| Mosaic (MOS) | 0.3 | $697k | 15k | 47.29 | |
| Home Depot (HD) | 0.3 | $673k | 8.2k | 82.37 | |
| E.I. du Pont de Nemours & Company | 0.3 | $685k | 11k | 64.99 | |
| Ultra Petroleum | 0.3 | $641k | 30k | 21.65 | |
| Automatic Data Processing (ADP) | 0.3 | $661k | 8.2k | 80.85 | |
| Merck & Co (MRK) | 0.3 | $652k | 13k | 50.07 | |
| Pfizer (PFE) | 0.2 | $628k | 21k | 30.63 | |
| Chevron Corporation (CVX) | 0.2 | $591k | 4.7k | 124.95 | |
| Valero Energy Corporation (VLO) | 0.2 | $583k | 12k | 50.37 | |
| Procter & Gamble Company (PG) | 0.2 | $576k | 7.1k | 81.44 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $538k | 14k | 37.72 | |
| Coca-Cola Company (KO) | 0.2 | $535k | 13k | 41.34 | |
| McDonald's Corporation (MCD) | 0.2 | $520k | 5.4k | 97.03 | |
| Johnson & Johnson (JNJ) | 0.2 | $518k | 5.7k | 91.54 | |
| Intel Corporation (INTC) | 0.2 | $523k | 20k | 25.94 | |
| Verizon Communications (VZ) | 0.2 | $537k | 11k | 49.14 | |
| Andersons (ANDE) | 0.2 | $526k | 5.9k | 89.21 | |
| Triangle Petroleum Corporation | 0.2 | $521k | 63k | 8.32 | |
| Caterpillar (CAT) | 0.2 | $507k | 5.6k | 90.86 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $501k | 4.9k | 101.29 | |
| At&t (T) | 0.2 | $498k | 14k | 35.13 | |
| Vulcan Materials Company (VMC) | 0.2 | $490k | 8.2k | 59.42 | |
| Martin Marietta Materials (MLM) | 0.2 | $469k | 4.7k | 100.04 | |
| Paychex (PAYX) | 0.2 | $477k | 11k | 45.53 | |
| Travelers Companies (TRV) | 0.2 | $463k | 5.1k | 90.50 | |
| Colgate-Palmolive Company (CL) | 0.2 | $466k | 7.1k | 65.22 | |
| Waste Management (WM) | 0.2 | $439k | 9.8k | 44.86 | |
| Peabody Energy Corporation | 0.2 | $456k | 23k | 19.52 | |
| National-Oilwell Var | 0.2 | $415k | 5.2k | 79.52 | |
| Tesoro Corporation | 0.2 | $423k | 7.2k | 58.51 | |
| HCP | 0.2 | $415k | 11k | 36.29 | |
| Pan American Silver Corp Can (PAAS) | 0.2 | $396k | 34k | 11.69 | |
| Seaboard Corporation (SEB) | 0.2 | $411k | 147.00 | 2795.92 | |
| Mondelez Int (MDLZ) | 0.1 | $366k | 10k | 35.32 | |
| Altria (MO) | 0.1 | $351k | 9.1k | 38.42 | |
| Ashland | 0.1 | $361k | 3.7k | 97.02 | |
| Eldorado Gold Corp | 0.1 | $350k | 61k | 5.70 | |
| Adecoagro S A (AGRO) | 0.1 | $361k | 45k | 8.08 | |
| Reynolds American | 0.1 | $332k | 6.6k | 50.04 | |
| SYSCO Corporation (SYY) | 0.1 | $329k | 9.1k | 36.14 | |
| Cloud Peak Energy | 0.1 | $335k | 19k | 18.00 | |
| Kraft Foods | 0.1 | $292k | 5.4k | 53.99 | |
| Silver Wheaton Corp | 0.1 | $280k | 14k | 20.16 | |
| Ca | 0.1 | $251k | 7.5k | 33.67 | |
| ConAgra Foods (CAG) | 0.1 | $255k | 7.6k | 33.69 | |
| SPDR Gold Trust (GLD) | 0.1 | $258k | 2.2k | 116.22 | |
| Oasis Petroleum | 0.1 | $214k | 4.6k | 46.98 |
