Sandhill Capital Partners

Sandhill Capital Partners as of June 30, 2014

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 84 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cdw (CDW) 5.9 $16M 508k 31.88
Baidu (BIDU) 5.5 $15M 82k 186.81
Ctrip.com International 5.5 $15M 237k 64.04
Adobe Systems Incorporated (ADBE) 4.8 $13M 182k 72.36
Compass Minerals International (CMP) 4.2 $12M 123k 95.74
Range Resources (RRC) 4.2 $12M 135k 86.95
Cimarex Energy 4.2 $12M 80k 143.47
Murphy Usa (MUSA) 4.0 $11M 228k 48.89
John Wiley & Sons (WLY) 3.9 $11M 177k 60.59
Zoetis Inc Cl A (ZTS) 3.9 $11M 331k 32.27
Carpenter Technology Corporation (CRS) 3.8 $11M 166k 63.25
Hospira 3.7 $10M 198k 51.37
Vail Resorts (MTN) 3.6 $9.9M 129k 77.18
PriceSmart (PSMT) 3.5 $9.7M 112k 87.04
Mead Johnson Nutrition 3.5 $9.6M 103k 93.17
News (NWSA) 3.4 $9.3M 518k 17.94
Pentair cs (PNR) 3.3 $9.1M 127k 72.12
Boeing Company (BA) 3.0 $8.3M 65k 127.23
Lance 3.0 $8.3M 313k 26.46
Cantel Medical 2.8 $7.7M 210k 36.62
Morgan Stanley (MS) 2.5 $6.9M 213k 32.33
JPMorgan Chase & Co. (JPM) 2.2 $6.1M 106k 57.62
EQT Corporation (EQT) 0.8 $2.1M 20k 106.90
Norwegian Cruise Line Hldgs (NCLH) 0.7 $2.1M 65k 31.70
Cabot Oil & Gas Corporation (CTRA) 0.7 $1.8M 53k 34.14
Plains All American Pipeline (PAA) 0.5 $1.3M 22k 60.07
Innophos Holdings 0.4 $1.2M 20k 57.58
National Fuel Gas (NFG) 0.4 $1.1M 14k 78.32
International Business Machines (IBM) 0.4 $1.1M 6.0k 181.21
Devon Energy Corporation (DVN) 0.4 $1.0M 13k 79.39
SM Energy (SM) 0.4 $1.0M 12k 84.09
Whiting Petroleum Corporation 0.4 $995k 12k 80.27
Walt Disney Company (DIS) 0.3 $893k 10k 85.69
3M Company (MMM) 0.3 $806k 5.6k 143.21
Mosaic (MOS) 0.3 $801k 16k 49.48
Merck & Co (MRK) 0.3 $779k 14k 57.83
Freeport-McMoRan Copper & Gold (FCX) 0.3 $773k 21k 36.48
American Express Company (AXP) 0.3 $766k 8.1k 94.93
Johnson & Johnson (JNJ) 0.3 $761k 7.3k 104.56
Home Depot (HD) 0.3 $744k 9.2k 80.98
Eldorado Gold Corp 0.3 $723k 95k 7.64
Apple (AAPL) 0.3 $716k 7.7k 92.90
E.I. du Pont de Nemours & Company 0.3 $715k 11k 65.43
Chevron Corporation (CVX) 0.3 $703k 5.4k 130.60
Intel Corporation (INTC) 0.3 $701k 23k 30.89
Caterpillar (CAT) 0.3 $697k 6.4k 108.63
Pfizer (PFE) 0.2 $684k 23k 29.66
Martin Marietta Materials (MLM) 0.2 $682k 5.2k 131.99
Automatic Data Processing (ADP) 0.2 $676k 8.5k 79.31
Peabody Energy Corporation 0.2 $674k 41k 16.35
Abb (ABBNY) 0.2 $669k 29k 23.01
Andersons (ANDE) 0.2 $644k 13k 51.56
Verizon Communications (VZ) 0.2 $639k 13k 48.97
Valero Energy Corporation (VLO) 0.2 $637k 13k 50.11
Coca-Cola Company (KO) 0.2 $632k 15k 42.35
Triangle Petroleum Corporation 0.2 $616k 52k 11.75
Procter & Gamble Company (PG) 0.2 $604k 7.7k 78.56
At&t (T) 0.2 $581k 16k 35.37
Vulcan Materials Company (VMC) 0.2 $579k 9.1k 63.78
Pan American Silver Corp Can (PAAS) 0.2 $572k 37k 15.34
McDonald's Corporation (MCD) 0.2 $566k 5.6k 100.69
Silver Wheaton Corp 0.2 $562k 21k 26.25
HCP 0.2 $561k 14k 41.35
Cloud Peak Energy 0.2 $535k 29k 18.43
Colgate-Palmolive Company (CL) 0.2 $533k 7.8k 68.24
Stillwater Mining Company 0.2 $519k 30k 17.55
SPDR Gold Trust (GLD) 0.2 $519k 4.1k 128.05
Travelers Companies (TRV) 0.2 $510k 5.4k 94.01
Seaboard Corporation (SEB) 0.2 $486k 161.00 3018.63
Waste Management (WM) 0.2 $467k 10k 44.76
Tesoro Corporation 0.2 $466k 7.9k 58.64
Adecoagro S A (AGRO) 0.2 $463k 49k 9.44
Paychex (PAYX) 0.2 $463k 11k 41.60
Exxon Mobil Corporation (XOM) 0.2 $460k 4.6k 100.68
Ashland 0.2 $445k 4.1k 108.83
Reynolds American 0.2 $444k 7.4k 60.29
Altria (MO) 0.1 $410k 9.8k 41.96
Mondelez Int (MDLZ) 0.1 $395k 11k 37.62
SYSCO Corporation (SYY) 0.1 $368k 9.8k 37.44
Kraft Foods 0.1 $367k 6.1k 59.90
Oasis Petroleum 0.1 $280k 5.0k 55.96
Ultra Petroleum 0.1 $238k 8.0k 29.75
ConAgra Foods (CAG) 0.1 $225k 7.6k 29.72
Ca 0.1 $214k 7.5k 28.71