Sandhill Capital Partners

Sandhill Capital Partners as of Dec. 31, 2018

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 73 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Payments (GPN) 4.6 $28M 268k 103.13
Us Foods Hldg Corp call (USFD) 4.5 $27M 859k 31.64
Dentsply Sirona (XRAY) 4.2 $26M 692k 37.21
Adobe Systems Incorporated (ADBE) 4.2 $26M 113k 226.24
Transunion (TRU) 4.1 $25M 441k 56.80
Bio-techne Corporation (TECH) 3.8 $23M 159k 144.72
International Flavors & Fragrances (IFF) 3.7 $22M 166k 134.27
Glaukos (GKOS) 3.5 $21M 373k 56.17
ICU Medical, Incorporated (ICUI) 3.5 $21M 91k 229.63
Armstrong World Industries (AWI) 3.4 $21M 352k 58.21
Elanco Animal Health (ELAN) 3.4 $21M 651k 31.53
Agilent Technologies Inc C ommon (A) 3.2 $20M 291k 67.46
Zoetis Inc Cl A (ZTS) 3.2 $19M 225k 85.54
Siteone Landscape Supply (SITE) 3.1 $19M 344k 55.27
Bank Ozk (OZK) 3.1 $19M 834k 22.83
Linde 3.1 $19M 121k 156.04
FMC Corporation (FMC) 3.0 $18M 248k 73.96
Ss&c Technologies Holding (SSNC) 2.9 $18M 393k 45.11
Vail Resorts (MTN) 2.8 $17M 80k 210.82
Halyard Health (AVNS) 2.6 $16M 346k 44.79
Acuity Brands (AYI) 2.5 $15M 131k 114.95
Rollins (ROL) 2.4 $14M 395k 36.10
Bank of America Corporation (BAC) 2.2 $14M 546k 24.64
Eaton (ETN) 2.1 $13M 181k 68.66
West Pharmaceutical Services (WST) 2.0 $12M 123k 98.03
Gardner Denver Hldgs 1.9 $12M 570k 20.45
Cdw (CDW) 1.9 $11M 139k 81.05
CoStar (CSGP) 1.8 $11M 32k 337.33
Ceridian Hcm Hldg (CDAY) 1.7 $10M 294k 34.49
IDEXX Laboratories (IDXX) 1.6 $9.6M 52k 186.02
Guidewire Software (GWRE) 1.6 $9.4M 117k 80.23
Blackline (BL) 1.4 $8.6M 211k 40.95
Docusign (DOCU) 1.4 $8.5M 213k 40.08
Univar 1.3 $7.8M 438k 17.74
3M Company (MMM) 0.5 $3.2M 17k 190.53
Moog (MOG.B) 0.3 $1.6M 21k 76.48
iShares S&P 500 Index (IVV) 0.2 $1.2M 5.0k 251.61
Waste Management (WM) 0.1 $884k 9.9k 89.00
Johnson & Johnson (JNJ) 0.1 $934k 7.2k 129.02
IDEX Corporation (IEX) 0.1 $904k 7.2k 126.31
Apple (AAPL) 0.1 $846k 5.4k 157.72
McDonald's Corporation (MCD) 0.1 $790k 4.4k 177.61
Home Depot (HD) 0.1 $737k 4.3k 171.88
Pfizer (PFE) 0.1 $736k 17k 43.65
Paychex (PAYX) 0.1 $738k 11k 65.16
Boeing Company (BA) 0.1 $708k 2.2k 322.40
Merck & Co (MRK) 0.1 $712k 9.3k 76.44
Caterpillar (CAT) 0.1 $645k 5.1k 127.04
Coca-Cola Company (KO) 0.1 $689k 15k 47.38
Chevron Corporation (CVX) 0.1 $645k 5.9k 108.71
SYSCO Corporation (SYY) 0.1 $672k 11k 62.70
Travelers Companies (TRV) 0.1 $687k 5.7k 119.81
Intel Corporation (INTC) 0.1 $685k 15k 46.96
Microsoft Corporation (MSFT) 0.1 $626k 6.2k 101.59
JPMorgan Chase & Co. (JPM) 0.1 $614k 6.3k 97.63
American Express Company (AXP) 0.1 $597k 6.3k 95.31
Verizon Communications (VZ) 0.1 $588k 11k 56.25
Procter & Gamble Company (PG) 0.1 $590k 6.4k 91.96
Dowdupont 0.1 $552k 10k 53.46
Broadcom (AVGO) 0.1 $567k 2.2k 254.37
Colgate-Palmolive Company (CL) 0.1 $513k 8.6k 59.57
General Mills (GIS) 0.1 $493k 13k 38.96
Alerian Mlp Etf 0.1 $472k 54k 8.73
At&t (T) 0.1 $418k 15k 28.57
International Business Machines (IBM) 0.1 $444k 3.9k 113.55
Johnson Controls International Plc equity (JCI) 0.1 $411k 14k 29.69
Athenex 0.1 $429k 34k 12.70
Exxon Mobil Corporation (XOM) 0.1 $358k 5.2k 68.27
Abb (ABBNY) 0.1 $390k 21k 18.99
Citigroup (C) 0.1 $388k 7.4k 52.11
Anheuser-Busch InBev NV (BUD) 0.0 $272k 4.1k 65.76
iShares S&P MidCap 400 Index (IJH) 0.0 $231k 1.4k 165.95
Kraft Heinz (KHC) 0.0 $217k 5.0k 43.12