Sandhill Capital Partners

Sandhill Capital Partners as of June 30, 2015

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 87 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ctrip.com International 5.5 $18M 246k 72.62
Adobe Systems Incorporated (ADBE) 5.1 $17M 206k 81.01
Vail Resorts (MTN) 4.8 $16M 144k 109.20
Chicago Bridge & Iron Company 4.8 $16M 310k 50.04
Cdw (CDW) 4.7 $15M 446k 34.28
Zoetis Inc Cl A (ZTS) 4.5 $15M 302k 48.22
Baidu (BIDU) 4.3 $14M 71k 199.08
La Quinta Holdings 4.2 $14M 606k 22.85
Cimarex Energy 4.1 $13M 121k 110.31
Mead Johnson Nutrition 4.0 $13M 145k 90.22
Cantel Medical 4.0 $13M 243k 53.67
Now (DNOW) 4.0 $13M 648k 19.91
PriceSmart (PSMT) 3.8 $12M 136k 91.24
Lance 3.7 $12M 377k 32.27
Compass Minerals International (CMP) 3.6 $12M 142k 82.14
Dorman Products (DORM) 3.6 $12M 244k 47.66
Las Vegas Sands (LVS) 3.5 $11M 215k 52.57
Genesee & Wyoming 3.4 $11M 145k 76.18
Carpenter Technology Corporation (CRS) 3.2 $10M 269k 38.68
Morgan Stanley (MS) 2.9 $9.4M 242k 38.79
Murphy Usa (MUSA) 2.8 $9.2M 165k 55.82
Pentair cs (PNR) 2.4 $7.8M 114k 68.75
Cree 1.7 $5.6M 216k 26.03
Range Resources (RRC) 0.4 $1.4M 29k 49.39
JPMorgan Chase & Co. (JPM) 0.4 $1.4M 21k 67.76
Cabot Oil & Gas Corporation (CTRA) 0.4 $1.3M 41k 31.53
EQT Corporation (EQT) 0.3 $1.1M 14k 81.34
Vulcan Materials Company (VMC) 0.3 $1.0M 12k 83.97
Walt Disney Company (DIS) 0.3 $976k 8.6k 114.10
3M Company (MMM) 0.3 $928k 6.0k 154.23
National Fuel Gas (NFG) 0.2 $830k 14k 58.89
Devon Energy Corporation (DVN) 0.2 $773k 13k 59.47
Home Depot (HD) 0.2 $773k 7.0k 111.06
Johnson & Johnson (JNJ) 0.2 $762k 7.8k 97.41
Martin Marietta Materials (MLM) 0.2 $765k 5.4k 141.56
Boeing Company (BA) 0.2 $752k 5.4k 138.75
Core Laboratories 0.2 $712k 6.2k 114.01
Automatic Data Processing (ADP) 0.2 $707k 8.8k 80.28
Pfizer (PFE) 0.2 $696k 21k 33.51
Paychex (PAYX) 0.2 $688k 15k 46.89
Travelers Companies (TRV) 0.2 $677k 7.0k 96.62
Apple (AAPL) 0.2 $682k 5.4k 125.44
International Business Machines (IBM) 0.2 $699k 4.3k 162.75
Whiting Petroleum Corporation 0.2 $695k 21k 33.60
Colgate-Palmolive Company (CL) 0.2 $666k 10k 65.43
Merck & Co (MRK) 0.2 $647k 11k 56.95
Pdc Energy 0.2 $656k 12k 53.66
Waste Management (WM) 0.2 $636k 14k 46.36
Seaboard Corporation (SEB) 0.2 $608k 169.00 3597.63
E.I. du Pont de Nemours & Company 0.2 $595k 9.3k 63.97
IDEX Corporation (IEX) 0.2 $602k 7.7k 78.62
Mosaic (MOS) 0.2 $591k 13k 46.89
Intel Corporation (INTC) 0.2 $566k 19k 30.44
SM Energy (SM) 0.2 $559k 12k 46.08
Andersons (ANDE) 0.2 $511k 13k 38.99
Eldorado Gold Corp 0.2 $507k 122k 4.14
American Express Company (AXP) 0.1 $487k 6.3k 77.78
Chevron Corporation (CVX) 0.1 $490k 5.1k 96.46
Procter & Gamble Company (PG) 0.1 $503k 6.4k 78.18
SPDR Gold Trust (GLD) 0.1 $475k 4.2k 112.29
Carrizo Oil & Gas 0.1 $487k 9.9k 49.24
Abb (ABBNY) 0.1 $476k 23k 20.88
Pan American Silver Corp Can (PAAS) 0.1 $490k 57k 8.60
Exxon Mobil Corporation (XOM) 0.1 $469k 5.6k 83.22
Cameco Corporation (CCJ) 0.1 $458k 32k 14.27
Reynolds American 0.1 $456k 6.1k 74.62
Verizon Communications (VZ) 0.1 $465k 10k 46.59
Triangle Petroleum Corporation 0.1 $443k 88k 5.02
Kraft Foods 0.1 $456k 5.4k 85.20
Coca-Cola Company (KO) 0.1 $416k 11k 39.20
McDonald's Corporation (MCD) 0.1 $426k 4.5k 95.00
At&t (T) 0.1 $439k 12k 35.53
SYSCO Corporation (SYY) 0.1 $411k 11k 36.13
Caterpillar (CAT) 0.1 $405k 4.8k 84.75
National-Oilwell Var 0.1 $381k 7.9k 48.29
Altria (MO) 0.1 $386k 7.9k 48.95
Plains All American Pipeline (PAA) 0.1 $402k 9.2k 43.53
Silver Wheaton Corp 0.1 $387k 22k 17.33
Mondelez Int (MDLZ) 0.1 $384k 9.3k 41.11
Stillwater Mining Company 0.1 $356k 31k 11.58
HCP 0.1 $357k 9.8k 36.51
ConAgra Foods (CAG) 0.1 $336k 7.7k 43.75
Freeport-McMoRan Copper & Gold (FCX) 0.1 $297k 16k 18.63
Cloud Peak Energy 0.1 $296k 64k 4.66
Ca 0.1 $222k 7.6k 29.29
Oasis Petroleum 0.1 $219k 14k 15.87
Peabody Energy Corporation 0.0 $96k 44k 2.20