Sandhill Capital Partners

Sandhill Capital Partners as of Dec. 31, 2014

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 86 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cdw (CDW) 6.1 $18M 509k 35.17
Murphy Usa (MUSA) 5.4 $16M 230k 68.86
Baidu (BIDU) 5.0 $15M 65k 227.98
Zoetis Inc Cl A (ZTS) 4.7 $14M 319k 43.03
Adobe Systems Incorporated (ADBE) 4.6 $14M 188k 72.70
Range Resources (RRC) 4.6 $14M 252k 53.45
Hospira 4.2 $13M 204k 61.25
MWI Veterinary Supply 4.2 $12M 73k 169.91
Vail Resorts (MTN) 4.1 $12M 133k 91.13
La Quinta Holdings 4.0 $12M 537k 22.06
Carpenter Technology Corporation (CRS) 3.8 $11M 229k 49.25
Compass Minerals International (CMP) 3.8 $11M 128k 86.83
PriceSmart (PSMT) 3.6 $11M 118k 91.22
Mead Johnson Nutrition 3.6 $11M 106k 100.54
Ctrip.com International 3.6 $11M 231k 45.50
Lance 3.4 $10M 329k 30.55
Cimarex Energy 3.3 $9.6M 91k 106.00
Cantel Medical 3.2 $9.5M 220k 43.26
Morgan Stanley (MS) 2.9 $8.5M 220k 38.80
Advanced Drain Sys Inc Del (WMS) 2.7 $8.1M 351k 22.98
Pentair cs (PNR) 2.6 $7.8M 117k 66.42
Cree 2.0 $5.9M 183k 32.22
Cabot Oil & Gas Corporation (CTRA) 0.4 $1.2M 41k 29.60
Johnson & Johnson (JNJ) 0.4 $1.1M 10k 104.60
Home Depot (HD) 0.4 $1.1M 10k 104.98
Boeing Company (BA) 0.4 $1.1M 8.1k 129.93
EQT Corporation (EQT) 0.4 $1.1M 14k 75.68
3M Company (MMM) 0.3 $1.0M 6.2k 164.37
Walt Disney Company (DIS) 0.3 $995k 11k 94.21
International Business Machines (IBM) 0.3 $1.0M 6.2k 160.49
National Fuel Gas (NFG) 0.3 $965k 14k 69.53
Travelers Companies (TRV) 0.3 $926k 8.7k 105.89
Automatic Data Processing (ADP) 0.3 $913k 11k 83.35
Waste Management (WM) 0.3 $880k 17k 51.31
Procter & Gamble Company (PG) 0.3 $880k 9.7k 91.09
American Express Company (AXP) 0.3 $857k 9.2k 93.06
Paychex (PAYX) 0.3 $850k 18k 46.16
E.I. du Pont de Nemours & Company 0.3 $863k 12k 73.98
Colgate-Palmolive Company (CL) 0.3 $868k 13k 69.20
Pfizer (PFE) 0.3 $814k 26k 31.17
Intel Corporation (INTC) 0.3 $839k 23k 36.30
Devon Energy Corporation (DVN) 0.3 $796k 13k 61.24
Apple (AAPL) 0.3 $781k 7.1k 110.36
Merck & Co (MRK) 0.3 $798k 14k 56.82
Exxon Mobil Corporation (XOM) 0.3 $768k 8.3k 92.43
Vulcan Materials Company (VMC) 0.3 $756k 12k 65.76
SYSCO Corporation (SYY) 0.2 $725k 18k 39.71
Mosaic (MOS) 0.2 $728k 16k 45.65
Coca-Cola Company (KO) 0.2 $718k 17k 42.21
Chevron Corporation (CVX) 0.2 $700k 6.2k 112.25
Verizon Communications (VZ) 0.2 $698k 15k 46.78
Plains All American Pipeline (PAA) 0.2 $703k 14k 51.31
HCP 0.2 $712k 16k 44.00
Eldorado Gold Corp 0.2 $706k 116k 6.08
Seaboard Corporation (SEB) 0.2 $667k 159.00 4194.97
Caterpillar (CAT) 0.2 $655k 7.2k 91.52
At&t (T) 0.2 $642k 19k 33.60
Andersons (ANDE) 0.2 $654k 12k 53.10
IDEX Corporation (IEX) 0.2 $596k 7.7k 77.84
Abb (ABBNY) 0.2 $575k 27k 21.15
Martin Marietta Materials (MLM) 0.2 $561k 5.1k 110.32
Reynolds American 0.2 $574k 8.9k 64.28
Altria (MO) 0.2 $565k 12k 49.30
Pan American Silver Corp Can (PAAS) 0.2 $524k 57k 9.20
Cloud Peak Energy 0.2 $536k 58k 9.18
Pdc Energy 0.2 $516k 13k 41.26
McDonald's Corporation (MCD) 0.2 $514k 5.5k 93.64
Carrizo Oil & Gas 0.2 $471k 11k 41.57
Ashland 0.2 $482k 4.0k 119.81
SM Energy (SM) 0.2 $468k 12k 38.58
Freeport-McMoRan Copper & Gold (FCX) 0.1 $430k 18k 23.35
Whiting Petroleum Corporation 0.1 $429k 13k 32.98
SPDR Gold Trust (GLD) 0.1 $453k 4.0k 113.48
Stillwater Mining Company 0.1 $430k 29k 14.73
Silver Wheaton Corp 0.1 $429k 21k 20.35
Kraft Foods 0.1 $450k 7.2k 62.62
National-Oilwell Var 0.1 $414k 6.3k 65.56
JPMorgan Chase & Co. (JPM) 0.1 $385k 6.1k 62.65
Triangle Petroleum Corporation 0.1 $395k 83k 4.78
Adecoagro S A (AGRO) 0.1 $388k 48k 8.02
Mondelez Int (MDLZ) 0.1 $389k 11k 36.32
Peabody Energy Corporation 0.1 $315k 41k 7.73
John Wiley & Sons (WLY) 0.1 $326k 5.5k 59.15
ConAgra Foods (CAG) 0.1 $275k 7.6k 36.33
Ca 0.1 $227k 7.5k 30.45
Oasis Petroleum 0.1 $215k 13k 16.57