Sandhill Capital Partners as of Dec. 31, 2017
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 67 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dentsply Sirona (XRAY) | 5.3 | $30M | 456k | 65.83 | |
| Adobe Systems Incorporated (ADBE) | 4.9 | $28M | 158k | 175.24 | |
| Siteone Landscape Supply (SITE) | 4.7 | $27M | 348k | 76.70 | |
| Presidio | 4.7 | $26M | 1.4M | 19.17 | |
| Gardner Denver Hldgs | 4.4 | $25M | 734k | 33.93 | |
| Global Payments (GPN) | 4.3 | $24M | 243k | 100.24 | |
| Us Foods Hldg Corp call (USFD) | 4.3 | $24M | 753k | 31.93 | |
| Zoetis Inc Cl A (ZTS) | 4.3 | $24M | 333k | 72.04 | |
| Bank of America Corporation (BAC) | 3.9 | $22M | 751k | 29.52 | |
| Novanta (NOVT) | 3.6 | $20M | 406k | 50.00 | |
| FMC Corporation (FMC) | 3.5 | $20M | 207k | 94.66 | |
| Eaton (ETN) | 3.4 | $19M | 241k | 79.01 | |
| Armstrong World Industries (AWI) | 3.4 | $19M | 314k | 60.55 | |
| Cdw (CDW) | 3.3 | $19M | 268k | 69.49 | |
| Red Hat | 3.3 | $18M | 153k | 120.10 | |
| Vail Resorts (MTN) | 3.2 | $18M | 85k | 212.47 | |
| Dolby Laboratories (DLB) | 2.9 | $17M | 266k | 62.00 | |
| Cerner Corporation | 2.9 | $16M | 243k | 67.39 | |
| Las Vegas Sands (LVS) | 2.8 | $16M | 225k | 69.49 | |
| Cantel Medical | 2.7 | $15M | 149k | 102.87 | |
| IDEXX Laboratories (IDXX) | 2.5 | $14M | 90k | 156.38 | |
| Marriott International (MAR) | 2.3 | $13M | 95k | 135.73 | |
| Alerian Mlp Etf | 2.1 | $12M | 1.1M | 10.79 | |
| Rollins (ROL) | 2.0 | $11M | 243k | 46.53 | |
| ICU Medical, Incorporated (ICUI) | 2.0 | $11M | 52k | 216.00 | |
| West Pharmaceutical Services (WST) | 1.8 | $10M | 104k | 98.67 | |
| CoStar (CSGP) | 1.8 | $9.8M | 33k | 296.94 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.7 | $9.5M | 195k | 48.68 | |
| Glaukos (GKOS) | 1.6 | $8.7M | 340k | 25.65 | |
| Guidewire Software (GWRE) | 1.3 | $7.3M | 99k | 74.26 | |
| 3M Company (MMM) | 0.7 | $4.0M | 17k | 235.39 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.2M | 21k | 106.96 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 8.4k | 139.75 | |
| Boeing Company (BA) | 0.2 | $959k | 3.3k | 295.08 | |
| Apple (AAPL) | 0.2 | $965k | 5.7k | 169.18 | |
| IDEX Corporation (IEX) | 0.2 | $945k | 7.2k | 132.04 | |
| Caterpillar (CAT) | 0.1 | $824k | 5.2k | 157.67 | |
| Waste Management (WM) | 0.1 | $840k | 9.7k | 86.30 | |
| Paychex (PAYX) | 0.1 | $837k | 12k | 68.09 | |
| Automatic Data Processing (ADP) | 0.1 | $853k | 7.3k | 117.15 | |
| McDonald's Corporation (MCD) | 0.1 | $805k | 4.7k | 172.08 | |
| Home Depot (HD) | 0.1 | $740k | 3.9k | 189.40 | |
| SYSCO Corporation (SYY) | 0.1 | $750k | 12k | 60.71 | |
| Travelers Companies (TRV) | 0.1 | $752k | 5.5k | 135.57 | |
| Intel Corporation (INTC) | 0.1 | $704k | 15k | 46.15 | |
| Colgate-Palmolive Company (CL) | 0.1 | $656k | 8.7k | 75.39 | |
| Dowdupont | 0.1 | $688k | 9.7k | 71.24 | |
| American Express Company (AXP) | 0.1 | $617k | 6.2k | 99.36 | |
| Coca-Cola Company (KO) | 0.1 | $628k | 14k | 45.86 | |
| Pfizer (PFE) | 0.1 | $598k | 17k | 36.19 | |
| International Business Machines (IBM) | 0.1 | $603k | 3.9k | 153.51 | |
| Chevron Corporation (CVX) | 0.1 | $573k | 4.6k | 125.16 | |
| At&t (T) | 0.1 | $544k | 14k | 38.88 | |
| Verizon Communications (VZ) | 0.1 | $577k | 11k | 52.90 | |
| Altria (MO) | 0.1 | $561k | 7.9k | 71.36 | |
| Procter & Gamble Company (PG) | 0.1 | $568k | 6.2k | 91.88 | |
| Abb (ABBNY) | 0.1 | $562k | 21k | 26.81 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $507k | 6.1k | 83.65 | |
| Newell Rubbermaid (NWL) | 0.1 | $488k | 16k | 30.93 | |
| Merck & Co (MRK) | 0.1 | $500k | 8.9k | 56.32 | |
| HCP | 0.1 | $499k | 19k | 26.05 | |
| Walt Disney Company (DIS) | 0.1 | $469k | 4.4k | 107.62 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $466k | 4.2k | 111.56 | |
| Mondelez Int (MDLZ) | 0.1 | $462k | 11k | 42.82 | |
| Kraft Heinz (KHC) | 0.1 | $465k | 6.0k | 77.80 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $249k | 1.3k | 189.64 | |
| Ceragon Networks (CRNT) | 0.0 | $25k | 13k | 1.98 |
