Sandhill Capital Partners

Sandhill Capital Partners as of Dec. 31, 2019

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 81 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Payments (GPN) 6.0 $54M 295k 182.56
Fiserv (FI) 4.9 $45M 384k 115.63
Transunion (TRU) 4.8 $43M 504k 85.61
Bio-techne Corporation (TECH) 4.2 $38M 174k 219.51
International Flavors & Fragrances (IFF) 4.0 $36M 276k 129.02
Adobe Systems Incorporated (ADBE) 3.9 $35M 107k 329.81
Elanco Animal Health (ELAN) 3.9 $35M 1.2M 29.45
Dentsply Sirona (XRAY) 3.8 $34M 598k 56.59
Servicemaster Global 3.7 $33M 853k 38.66
FMC Corporation (FMC) 3.4 $31M 309k 99.82
Linde 3.4 $31M 144k 212.90
Agilent Technologies Inc C ommon (A) 3.2 $29M 337k 85.31
Ss&c Technologies Holding (SSNC) 3.2 $28M 463k 61.40
Us Foods Hldg Corp call (USFD) 3.1 $28M 671k 41.89
Armstrong World Industries (AWI) 3.0 $27M 288k 93.97
Glaukos (GKOS) 2.8 $25M 459k 54.47
Ceridian Hcm Hldg (CDAY) 2.5 $23M 334k 67.88
Hill-Rom Holdings 2.5 $23M 198k 113.53
Fortinet (FTNT) 2.5 $22M 209k 106.76
Vail Resorts (MTN) 2.4 $21M 89k 239.83
CoStar (CSGP) 2.3 $21M 35k 598.32
ICU Medical, Incorporated (ICUI) 2.3 $20M 109k 187.12
Siteone Landscape Supply (SITE) 2.1 $19M 210k 90.65
Clarivate Analytics Plc sn (CLVT) 2.0 $18M 1.1M 16.80
Zoetis Inc Cl A (ZTS) 2.0 $18M 135k 132.35
Keurig Dr Pepper (KDP) 2.0 $18M 612k 28.95
Neogen Corporation (NEOG) 1.8 $17M 254k 65.26
Guidewire Software (GWRE) 1.8 $16M 147k 109.77
American Airls (AAL) 1.8 $16M 549k 28.68
Aptar (ATR) 1.6 $14M 124k 115.62
Transmedics Group (TMDX) 1.6 $14M 736k 19.01
Bank of America Corporation (BAC) 0.8 $6.8M 193k 35.22
J P Morgan Exchange Traded F ultra shrt (JPST) 0.6 $5.3M 106k 50.43
3M Company (MMM) 0.5 $4.7M 27k 176.42
Nordson Corporation (NDSN) 0.5 $4.7M 29k 162.84
Edwards Lifesciences (EW) 0.3 $2.3M 10k 233.27
Procter & Gamble Company (PG) 0.3 $2.3M 18k 124.92
Apple (AAPL) 0.2 $2.2M 7.5k 293.72
Moog (MOG.B) 0.2 $1.8M 21k 85.17
Johnson & Johnson (JNJ) 0.2 $1.6M 11k 145.91
Microsoft Corporation (MSFT) 0.2 $1.4M 8.9k 157.68
Waste Management (WM) 0.2 $1.5M 13k 113.99
Colgate-Palmolive Company (CL) 0.1 $1.3M 20k 68.84
JPMorgan Chase & Co. (JPM) 0.1 $1.3M 9.0k 139.42
McDonald's Corporation (MCD) 0.1 $1.3M 6.4k 197.60
Home Depot (HD) 0.1 $1.3M 5.9k 218.41
Paychex (PAYX) 0.1 $1.3M 15k 85.05
Intel Corporation (INTC) 0.1 $1.3M 21k 59.87
Merck & Co (MRK) 0.1 $1.2M 13k 90.94
IDEX Corporation (IEX) 0.1 $1.2M 7.2k 172.00
Vanguard S&p 500 Etf idx (VOO) 0.1 $1.2M 4.2k 295.81
Caterpillar (CAT) 0.1 $1.1M 7.6k 147.66
Coca-Cola Company (KO) 0.1 $1.1M 21k 55.34
Chevron Corporation (CVX) 0.1 $1.2M 9.6k 120.51
SYSCO Corporation (SYY) 0.1 $1.2M 14k 85.55
Travelers Companies (TRV) 0.1 $1.2M 8.4k 136.95
American Express Company (AXP) 0.1 $1.1M 8.9k 124.48
Pfizer (PFE) 0.1 $1.1M 27k 39.19
Boeing Company (BA) 0.1 $1.1M 3.3k 325.81
Verizon Communications (VZ) 0.1 $1.1M 17k 61.41
Dow (DOW) 0.1 $1.1M 20k 54.73
General Mills (GIS) 0.1 $992k 19k 53.58
Citigroup (C) 0.1 $992k 12k 79.93
Broadcom (AVGO) 0.1 $1.0M 3.3k 315.90
Exxon Mobil Corporation (XOM) 0.1 $922k 13k 69.76
Johnson Controls International Plc equity (JCI) 0.1 $887k 22k 40.73
Truist Financial Corp equities (TFC) 0.1 $939k 17k 56.33
International Business Machines (IBM) 0.1 $843k 6.3k 134.04
iShares S&P 500 Index (IVV) 0.1 $839k 2.6k 323.07
Abb (ABBNY) 0.1 $823k 34k 24.10
Veeva Sys Inc cl a (VEEV) 0.1 $844k 6.0k 140.67
Anheuser-Busch InBev NV (BUD) 0.1 $686k 8.4k 82.04
Alerian Mlp Etf 0.1 $753k 89k 8.50
At&t (T) 0.1 $574k 15k 39.06
Laboratory Corp. of America Holdings (LH) 0.1 $508k 3.0k 169.33
Mondelez Int (MDLZ) 0.0 $399k 7.2k 55.14
iShares MSCI EAFE Index Fund (EFA) 0.0 $312k 4.5k 69.36
Wells Fargo & Company (WFC) 0.0 $221k 4.1k 53.81
Bloom Energy Corp (BE) 0.0 $84k 11k 7.48
Mexus Gold Us 0.0 $0 36k 0.00
Cure Pharmaceutical Holding (AVRW) 0.0 $30k 10k 3.00