Sandhill Capital Partners

Sandhill Capital Partners as of March 31, 2015

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 86 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cdw (CDW) 5.4 $16M 428k 37.24
Zoetis Inc Cl A (ZTS) 5.2 $15M 329k 46.29
Chicago Bridge & Iron Company 4.9 $15M 294k 49.26
Adobe Systems Incorporated (ADBE) 4.9 $14M 195k 73.94
Vail Resorts (MTN) 4.9 $14M 138k 103.42
Baidu (BIDU) 4.8 $14M 68k 208.39
Ctrip.com International 4.8 $14M 241k 58.62
La Quinta Holdings 4.6 $13M 567k 23.68
Cimarex Energy 4.5 $13M 115k 115.09
Compass Minerals International (CMP) 4.2 $12M 133k 93.21
Las Vegas Sands (LVS) 3.8 $11M 202k 55.04
Mead Johnson Nutrition 3.8 $11M 110k 100.53
Lance 3.8 $11M 347k 31.96
Murphy Usa (MUSA) 3.8 $11M 152k 72.37
Cantel Medical 3.7 $11M 229k 47.50
PriceSmart (PSMT) 3.7 $11M 127k 84.98
Carpenter Technology Corporation (CRS) 3.3 $9.6M 248k 38.88
Now (DNOW) 2.8 $8.3M 383k 21.64
Morgan Stanley (MS) 2.7 $8.1M 226k 35.69
Pentair cs (PNR) 2.7 $7.9M 126k 62.89
Cree 2.3 $6.9M 194k 35.49
Range Resources (RRC) 0.6 $1.6M 32k 52.05
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 20k 60.60
Cabot Oil & Gas Corporation (CTRA) 0.4 $1.2M 41k 29.53
3M Company (MMM) 0.4 $1.2M 7.1k 164.91
Boeing Company (BA) 0.4 $1.2M 7.9k 150.13
EQT Corporation (EQT) 0.4 $1.2M 14k 82.90
Walt Disney Company (DIS) 0.4 $1.1M 10k 104.85
International Business Machines (IBM) 0.4 $1.1M 6.8k 160.57
Johnson & Johnson (JNJ) 0.4 $1.0M 10k 100.61
Home Depot (HD) 0.3 $1.0M 9.1k 113.62
Vulcan Materials Company (VMC) 0.3 $976k 12k 84.28
Waste Management (WM) 0.3 $930k 17k 54.24
Travelers Companies (TRV) 0.3 $943k 8.7k 108.14
Automatic Data Processing (ADP) 0.3 $937k 11k 85.66
Pfizer (PFE) 0.3 $909k 26k 34.78
Paychex (PAYX) 0.3 $915k 18k 49.63
Apple (AAPL) 0.3 $878k 7.1k 124.42
Colgate-Palmolive Company (CL) 0.3 $870k 13k 69.30
E.I. du Pont de Nemours & Company 0.3 $834k 12k 71.46
National Fuel Gas (NFG) 0.3 $837k 14k 60.31
Devon Energy Corporation (DVN) 0.3 $784k 13k 60.31
Merck & Co (MRK) 0.3 $808k 14k 57.51
Procter & Gamble Company (PG) 0.3 $793k 9.7k 81.96
Intel Corporation (INTC) 0.2 $724k 23k 31.26
Verizon Communications (VZ) 0.2 $728k 15k 48.64
American Express Company (AXP) 0.2 $720k 9.2k 78.14
Coca-Cola Company (KO) 0.2 $692k 17k 40.53
Exxon Mobil Corporation (XOM) 0.2 $710k 8.3k 85.04
Martin Marietta Materials (MLM) 0.2 $716k 5.1k 139.76
HCP 0.2 $702k 16k 43.22
SYSCO Corporation (SYY) 0.2 $689k 18k 37.71
Plains All American Pipeline (PAA) 0.2 $672k 14k 48.80
Seaboard Corporation (SEB) 0.2 $665k 161.00 4130.43
Pdc Energy 0.2 $681k 13k 54.07
Chevron Corporation (CVX) 0.2 $658k 6.3k 104.93
At&t (T) 0.2 $643k 20k 32.64
Core Laboratories 0.2 $619k 5.9k 104.56
Reynolds American 0.2 $609k 8.8k 68.86
Whiting Petroleum Corporation 0.2 $608k 20k 30.89
SM Energy (SM) 0.2 $627k 12k 51.69
Kraft Foods 0.2 $630k 7.2k 87.06
Caterpillar (CAT) 0.2 $578k 7.2k 80.03
Altria (MO) 0.2 $582k 12k 50.00
IDEX Corporation (IEX) 0.2 $581k 7.7k 75.88
Abb (ABBNY) 0.2 $580k 27k 21.17
Mosaic (MOS) 0.2 $550k 12k 46.03
McDonald's Corporation (MCD) 0.2 $542k 5.6k 97.41
National-Oilwell Var 0.2 $516k 10k 50.02
Eldorado Gold Corp 0.2 $532k 116k 4.59
Andersons (ANDE) 0.2 $513k 12k 41.35
SPDR Gold Trust (GLD) 0.2 $457k 4.0k 113.71
Carrizo Oil & Gas 0.2 $467k 9.4k 49.65
Pan American Silver Corp Can (PAAS) 0.2 $477k 54k 8.78
Cameco Corporation (CCJ) 0.1 $425k 31k 13.92
Silver Wheaton Corp 0.1 $404k 21k 19.00
Triangle Petroleum Corporation 0.1 $424k 84k 5.03
Stillwater Mining Company 0.1 $380k 29k 12.93
Mondelez Int (MDLZ) 0.1 $384k 11k 36.12
Freeport-McMoRan Copper & Gold (FCX) 0.1 $358k 19k 18.97
Cloud Peak Energy 0.1 $331k 57k 5.83
John Wiley & Sons (WLY) 0.1 $289k 4.7k 61.15
ConAgra Foods (CAG) 0.1 $281k 7.7k 36.59
Ca 0.1 $247k 7.6k 32.59
Peabody Energy Corporation 0.1 $202k 41k 4.92
Oasis Petroleum 0.1 $186k 13k 14.24