Sandhill Capital Partners

Sandhill Capital Partners as of June 30, 2020

Portfolio Holdings for Sandhill Capital Partners

Sandhill Capital Partners holds 78 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bio-techne Corporation (TECH) 5.1 $43M 164k 264.07
Global Payments (GPN) 4.9 $42M 247k 169.62
Transunion (TRU) 4.8 $41M 468k 87.04
Fiserv (FI) 4.3 $36M 372k 97.62
Adobe Systems Incorporated (ADBE) 4.0 $35M 79k 435.31
Servicemaster Global 3.9 $33M 930k 35.69
International Flavors & Fragrances (IFF) 3.9 $33M 269k 122.46
Draftkings Inc Com Cl A 3.8 $32M 969k 33.26
Fortinet (FTNT) 3.6 $31M 226k 137.27
FMC Corporation (FMC) 3.6 $31M 308k 99.62
Linde 3.5 $30M 141k 212.11
Euronet Worldwide (EEFT) 3.2 $27M 286k 95.82
Keurig Dr Pepper (KDP) 3.1 $27M 940k 28.40
Ss&c Technologies Holding (SSNC) 3.1 $26M 462k 56.48
Delphi Automotive Inc international (APTV) 2.9 $25M 322k 77.92
Ceridian Hcm Hldg (DAY) 2.9 $25M 313k 79.27
Clarivate Analytics Plc sn (CLVT) 2.7 $23M 1.0M 22.33
Armstrong World Industries (AWI) 2.6 $22M 287k 77.96
Agilent Technologies Inc C ommon (A) 2.5 $22M 245k 88.37
CoStar (CSGP) 2.3 $20M 28k 710.69
Mohawk Industries (MHK) 2.3 $19M 191k 101.76
Dentsply Sirona (XRAY) 2.2 $19M 427k 44.06
Nordson Corporation (NDSN) 2.0 $17M 91k 189.71
Zoetis Inc Cl A (ZTS) 2.0 $17M 125k 137.04
Guidewire Software (GWRE) 1.9 $17M 150k 110.85
Amphenol Corporation (APH) 1.9 $16M 170k 95.81
Crown Castle Intl (CCI) 1.9 $16M 95k 167.35
Siteone Landscape Supply (SITE) 1.8 $15M 131k 113.97
stock 1.7 $14M 72k 198.70
Transmedics Group (TMDX) 1.6 $14M 756k 17.92
ICU Medical, Incorporated (ICUI) 1.6 $14M 73k 184.32
American Tower Reit (AMT) 1.4 $12M 47k 258.54
Diageo (DEO) 0.6 $5.4M 40k 134.39
J P Morgan Exchange Traded F ultra shrt (JPST) 0.6 $5.3M 104k 50.73
3M Company (MMM) 0.5 $4.2M 27k 155.97
Apple (AAPL) 0.3 $2.6M 7.2k 364.78
Procter & Gamble Company (PG) 0.3 $2.3M 19k 119.59
Edwards Lifesciences (EW) 0.2 $2.1M 30k 69.10
JPMorgan Chase & Co. (JPM) 0.2 $1.9M 21k 94.04
Microsoft Corporation (MSFT) 0.2 $1.8M 8.9k 203.50
Johnson & Johnson (JNJ) 0.2 $1.6M 12k 140.65
Home Depot (HD) 0.2 $1.5M 6.2k 250.49
Colgate-Palmolive Company (CL) 0.2 $1.5M 21k 73.26
Chevron Corporation (CVX) 0.2 $1.5M 17k 89.24
Veeva Sys Inc cl a (VEEV) 0.2 $1.4M 6.0k 234.50
Waste Management (WM) 0.2 $1.4M 13k 105.92
Intel Corporation (INTC) 0.2 $1.4M 23k 59.83
Paychex (PAYX) 0.1 $1.3M 17k 75.77
McDonald's Corporation (MCD) 0.1 $1.2M 6.7k 184.42
General Mills (GIS) 0.1 $1.2M 19k 61.67
Merck & Co (MRK) 0.1 $1.2M 15k 77.32
Walt Disney Company (DIS) 0.1 $1.2M 10k 111.53
IDEX Corporation (IEX) 0.1 $1.1M 7.2k 158.03
Travelers Companies (TRV) 0.1 $1.1M 9.8k 114.08
Verizon Communications (VZ) 0.1 $1.1M 20k 55.11
Moog (MOG.B) 0.1 $1.1M 21k 52.99
Caterpillar (CAT) 0.1 $1.1M 8.8k 126.54
Broadcom (AVGO) 0.1 $1.1M 3.5k 315.70
Coca-Cola Company (KO) 0.1 $1.1M 24k 44.68
Dow (DOW) 0.1 $1.1M 26k 40.76
Pfizer (PFE) 0.1 $1.0M 31k 32.70
American Express Company (AXP) 0.1 $999k 11k 95.22
SYSCO Corporation (SYY) 0.1 $962k 18k 54.64
Johnson Controls International Plc equity (JCI) 0.1 $901k 26k 34.14
Citigroup (C) 0.1 $842k 17k 51.11
Truist Financial Corp equities (TFC) 0.1 $819k 22k 37.55
iShares S&P 500 Index (IVV) 0.1 $817k 2.6k 309.70
Vanguard S&p 500 Etf idx (VOO) 0.1 $732k 2.6k 283.61
Anheuser-Busch InBev NV (BUD) 0.1 $646k 13k 49.27
Boeing Company (BA) 0.1 $569k 3.1k 183.19
Laboratory Corp. of America Holdings 0.1 $498k 3.0k 166.00
Aptar (ATR) 0.1 $476k 4.3k 111.92
At&t (T) 0.0 $425k 14k 30.25
Mondelez Int (MDLZ) 0.0 $397k 7.8k 51.17
Vanguard Mmk Prime 0.0 $100k 100k 1.00
Riot Blockchain (RIOT) 0.0 $29k 13k 2.23
Cure Pharmaceutical Holding (AVRW) 0.0 $18k 10k 1.80
Mexus Gold Us 0.0 $0 36k 0.00