Sandhill Capital Partners as of March 31, 2019
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 72 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 5.3 | $38M | 279k | 136.52 | |
| Dentsply Sirona (XRAY) | 5.0 | $36M | 719k | 49.59 | |
| Bio-techne Corporation (TECH) | 4.5 | $32M | 162k | 198.55 | |
| Transunion (TRU) | 4.3 | $31M | 461k | 66.84 | |
| Fiserv (FI) | 4.3 | $31M | 347k | 88.28 | |
| Elanco Animal Health (ELAN) | 4.2 | $30M | 925k | 32.07 | |
| Armstrong World Industries (AWI) | 4.0 | $29M | 365k | 79.42 | |
| Ss&c Technologies Holding (SSNC) | 3.6 | $26M | 408k | 63.69 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $25M | 95k | 266.49 | |
| Bank Ozk (OZK) | 3.5 | $25M | 857k | 28.98 | |
| Zoetis Inc Cl A (ZTS) | 3.4 | $24M | 239k | 100.67 | |
| Agilent Technologies Inc C ommon (A) | 3.4 | $24M | 298k | 80.38 | |
| Glaukos (GKOS) | 3.2 | $23M | 295k | 78.37 | |
| ICU Medical, Incorporated (ICUI) | 3.2 | $23M | 95k | 239.33 | |
| Linde | 3.1 | $23M | 128k | 175.93 | |
| International Flavors & Fragrances (IFF) | 3.1 | $22M | 174k | 128.79 | |
| Us Foods Hldg Corp call (USFD) | 3.1 | $22M | 634k | 34.91 | |
| Siteone Landscape Supply (SITE) | 3.0 | $21M | 373k | 57.15 | |
| FMC Corporation (FMC) | 2.8 | $20M | 264k | 76.82 | |
| Vail Resorts (MTN) | 2.6 | $19M | 85k | 217.30 | |
| Gardner Denver Hldgs | 2.3 | $17M | 594k | 27.81 | |
| Bank of America Corporation (BAC) | 2.2 | $16M | 580k | 27.59 | |
| Halyard Health (AVNS) | 2.2 | $16M | 374k | 42.68 | |
| Ceridian Hcm Hldg (DAY) | 2.2 | $16M | 305k | 51.30 | |
| CoStar (CSGP) | 2.1 | $15M | 33k | 466.41 | |
| Eaton (ETN) | 2.1 | $15M | 189k | 80.56 | |
| Bloom Energy Corp (BE) | 2.1 | $15M | 1.2M | 12.92 | |
| West Pharmaceutical Services (WST) | 2.0 | $14M | 129k | 110.20 | |
| Guidewire Software (GWRE) | 1.7 | $12M | 126k | 97.16 | |
| IDEXX Laboratories (IDXX) | 1.7 | $12M | 55k | 223.59 | |
| Docusign (DOCU) | 1.6 | $12M | 228k | 51.84 | |
| 3M Company (MMM) | 0.5 | $3.6M | 17k | 207.77 | |
| Moog (MOG.B) | 0.2 | $1.8M | 21k | 86.89 | |
| Apple (AAPL) | 0.2 | $1.1M | 5.9k | 189.98 | |
| Waste Management (WM) | 0.1 | $1.1M | 11k | 103.91 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | 7.9k | 139.76 | |
| IDEX Corporation (IEX) | 0.1 | $1.1M | 7.2k | 151.74 | |
| Paychex (PAYX) | 0.1 | $968k | 12k | 80.19 | |
| McDonald's Corporation (MCD) | 0.1 | $938k | 4.9k | 189.92 | |
| Home Depot (HD) | 0.1 | $909k | 4.7k | 191.97 | |
| Boeing Company (BA) | 0.1 | $916k | 2.4k | 381.51 | |
| Travelers Companies (TRV) | 0.1 | $881k | 6.4k | 137.21 | |
| Intel Corporation (INTC) | 0.1 | $877k | 16k | 53.70 | |
| Merck & Co (MRK) | 0.1 | $846k | 10k | 83.18 | |
| Microsoft Corporation (MSFT) | 0.1 | $761k | 6.5k | 117.95 | |
| American Express Company (AXP) | 0.1 | $772k | 7.1k | 109.32 | |
| Caterpillar (CAT) | 0.1 | $784k | 5.8k | 135.57 | |
| Coca-Cola Company (KO) | 0.1 | $757k | 16k | 46.85 | |
| Pfizer (PFE) | 0.1 | $805k | 19k | 42.49 | |
| Chevron Corporation (CVX) | 0.1 | $822k | 6.7k | 123.22 | |
| SYSCO Corporation (SYY) | 0.1 | $788k | 12k | 66.73 | |
| General Mills (GIS) | 0.1 | $772k | 15k | 51.73 | |
| Procter & Gamble Company (PG) | 0.1 | $772k | 7.4k | 104.07 | |
| Broadcom (AVGO) | 0.1 | $764k | 2.5k | 300.67 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $710k | 7.0k | 101.18 | |
| Verizon Communications (VZ) | 0.1 | $709k | 12k | 59.12 | |
| Dowdupont | 0.1 | $644k | 12k | 53.33 | |
| BB&T Corporation | 0.1 | $581k | 13k | 46.55 | |
| Colgate-Palmolive Company (CL) | 0.1 | $595k | 8.7k | 68.58 | |
| Citigroup (C) | 0.1 | $583k | 9.4k | 62.23 | |
| Johnson Controls International Plc equity (JCI) | 0.1 | $608k | 17k | 36.95 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $533k | 6.6k | 80.75 | |
| International Business Machines (IBM) | 0.1 | $533k | 3.8k | 140.97 | |
| Alerian Mlp Etf | 0.1 | $532k | 53k | 10.04 | |
| At&t (T) | 0.1 | $460k | 15k | 31.35 | |
| Abb (ABBNY) | 0.1 | $424k | 23k | 18.86 | |
| Athenex | 0.1 | $414k | 34k | 12.26 | |
| iShares S&P 500 Index (IVV) | 0.1 | $335k | 1.2k | 284.86 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $393k | 4.7k | 83.92 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $273k | 1.4k | 189.72 | |
| Wells Fargo & Company (WFC) | 0.0 | $202k | 4.2k | 48.42 | |
| Cure Pharmaceutical Holding (AVRW) | 0.0 | $44k | 10k | 4.40 |
