Sandhill Capital Partners as of March 31, 2020
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 82 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 5.1 | $38M | 261k | 144.23 | |
| Fiserv (FI) | 4.9 | $37M | 388k | 94.99 | |
| Bio-techne Corporation (TECH) | 4.5 | $33M | 176k | 189.62 | |
| Transunion (TRU) | 4.4 | $33M | 491k | 66.18 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $29M | 92k | 318.24 | |
| International Flavors & Fragrances (IFF) | 3.8 | $29M | 279k | 102.08 | |
| Hill-Rom Holdings | 3.8 | $28M | 281k | 100.60 | |
| Dentsply Sirona (XRAY) | 3.5 | $26M | 673k | 38.83 | |
| FMC Corporation (FMC) | 3.5 | $26M | 316k | 81.69 | |
| Linde | 3.4 | $25M | 146k | 173.00 | |
| Servicemaster Global | 3.4 | $25M | 930k | 27.00 | |
| Fortinet (FTNT) | 3.2 | $24M | 236k | 101.17 | |
| Armstrong World Industries (AWI) | 3.1 | $23M | 290k | 79.42 | |
| Clarivate Analytics Plc sn (CLVT) | 3.0 | $23M | 1.1M | 20.75 | |
| Agilent Technologies Inc C ommon (A) | 3.0 | $22M | 312k | 71.62 | |
| ICU Medical, Incorporated (ICUI) | 2.9 | $22M | 108k | 201.77 | |
| Ss&c Technologies Holding (SSNC) | 2.8 | $21M | 473k | 43.82 | |
| Keurig Dr Pepper (KDP) | 2.7 | $20M | 825k | 24.27 | |
| CoStar (CSGP) | 2.3 | $17M | 29k | 587.23 | |
| Euronet Worldwide (EEFT) | 2.2 | $17M | 195k | 85.72 | |
| Ceridian Hcm Hldg (DAY) | 2.2 | $17M | 332k | 50.07 | |
| Zoetis Inc Cl A (ZTS) | 2.0 | $15M | 130k | 117.69 | |
| Glaukos (GKOS) | 2.0 | $15M | 477k | 30.86 | |
| Crown Castle Intl (CCI) | 1.9 | $14M | 99k | 144.40 | |
| Draftkings Inc Com Cl A | 1.7 | $13M | 1.0M | 12.34 | |
| Nordson Corporation (NDSN) | 1.7 | $13M | 93k | 135.07 | |
| Delta Air Lines (DAL) | 1.6 | $12M | 430k | 28.53 | |
| Siteone Landscape Supply (SITE) | 1.6 | $12M | 165k | 73.62 | |
| Guidewire Software (GWRE) | 1.6 | $12M | 151k | 79.31 | |
| Us Foods Hldg Corp call (USFD) | 1.6 | $12M | 677k | 17.71 | |
| Delphi Automotive Inc international (APTV) | 1.4 | $11M | 218k | 49.24 | |
| American Tower Reit (AMT) | 1.4 | $11M | 48k | 217.74 | |
| Woodward Governor Company (WWD) | 1.4 | $10M | 171k | 59.44 | |
| Transmedics Group (TMDX) | 1.2 | $9.3M | 771k | 12.08 | |
| Elanco Animal Health (ELAN) | 0.8 | $5.8M | 260k | 22.39 | |
| 3M Company (MMM) | 0.5 | $3.7M | 27k | 136.52 | |
| Diageo (DEO) | 0.4 | $2.7M | 21k | 127.13 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.3 | $2.1M | 42k | 49.67 | |
| Procter & Gamble Company (PG) | 0.3 | $2.0M | 18k | 109.99 | |
| Hexcel Corporation (HXL) | 0.3 | $2.0M | 53k | 37.18 | |
| Edwards Lifesciences (EW) | 0.3 | $1.9M | 10k | 188.60 | |
| Apple (AAPL) | 0.3 | $1.9M | 7.4k | 254.31 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.5M | 11k | 131.16 | |
| Microsoft Corporation (MSFT) | 0.2 | $1.4M | 9.0k | 157.69 | |
| Colgate-Palmolive Company (CL) | 0.2 | $1.3M | 20k | 66.35 | |
| Intel Corporation (INTC) | 0.2 | $1.2M | 22k | 54.12 | |
| Chevron Corporation (CVX) | 0.2 | $1.2M | 17k | 72.45 | |
| Waste Management (WM) | 0.2 | $1.1M | 12k | 92.55 | |
| Home Depot (HD) | 0.2 | $1.1M | 6.0k | 186.77 | |
| Merck & Co (MRK) | 0.1 | $1.1M | 14k | 76.96 | |
| Moog (MOG.B) | 0.1 | $1.1M | 21k | 50.51 | |
| McDonald's Corporation (MCD) | 0.1 | $1.0M | 6.3k | 165.40 | |
| General Mills (GIS) | 0.1 | $1.0M | 19k | 52.77 | |
| IDEX Corporation (IEX) | 0.1 | $988k | 7.2k | 138.05 | |
| Walt Disney Company (DIS) | 0.1 | $982k | 10k | 96.62 | |
| Verizon Communications (VZ) | 0.1 | $976k | 18k | 53.71 | |
| Caterpillar (CAT) | 0.1 | $947k | 8.2k | 116.01 | |
| Paychex (PAYX) | 0.1 | $947k | 15k | 62.92 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $940k | 4.0k | 236.90 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $938k | 6.0k | 156.33 | |
| Pfizer (PFE) | 0.1 | $926k | 28k | 32.63 | |
| Coca-Cola Company (KO) | 0.1 | $923k | 21k | 44.26 | |
| Travelers Companies (TRV) | 0.1 | $870k | 8.8k | 99.41 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $835k | 9.3k | 90.03 | |
| Broadcom (AVGO) | 0.1 | $796k | 3.4k | 236.98 | |
| American Express Company (AXP) | 0.1 | $785k | 9.2k | 85.63 | |
| International Business Machines (IBM) | 0.1 | $711k | 6.4k | 110.94 | |
| Dow (DOW) | 0.1 | $708k | 24k | 29.24 | |
| SYSCO Corporation (SYY) | 0.1 | $685k | 15k | 45.60 | |
| iShares S&P 500 Index (IVV) | 0.1 | $674k | 2.6k | 258.24 | |
| Johnson Controls International Plc equity (JCI) | 0.1 | $618k | 23k | 26.95 | |
| Truist Financial Corp equities (TFC) | 0.1 | $586k | 19k | 30.82 | |
| Citigroup (C) | 0.1 | $579k | 14k | 42.09 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $462k | 11k | 44.10 | |
| Aptar (ATR) | 0.1 | $448k | 4.5k | 99.64 | |
| At&t (T) | 0.1 | $440k | 15k | 29.15 | |
| Boeing Company (BA) | 0.1 | $412k | 2.8k | 149.17 | |
| Mondelez Int (MDLZ) | 0.1 | $387k | 7.7k | 50.12 | |
| Laboratory Corp. of America Holdings | 0.1 | $379k | 3.0k | 126.33 | |
| Cure Pharmaceutical Holding (AVRW) | 0.0 | $21k | 10k | 2.10 | |
| Riot Blockchain (RIOT) | 0.0 | $8.0k | 10k | 0.80 | |
| Mexus Gold Us | 0.0 | $0 | 36k | 0.00 |
