Sandhill Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 95 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 7.5 | $96M | 1.1M | 91.43 | |
| Palo Alto Networks (PANW) | 6.1 | $77M | 425k | 181.96 | |
| Servicenow (NOW) | 5.7 | $73M | 69k | 1060.12 | |
| Intuitive Surgical (ISRG) | 5.3 | $68M | 130k | 521.96 | |
| Cadence Design Systems (CDNS) | 4.5 | $58M | 193k | 300.46 | |
| Tyler Technologies (TYL) | 4.2 | $54M | 94k | 576.64 | |
| U.S. Bancorp (USB) | 4.0 | $52M | 1.1M | 47.83 | |
| General Electric (GE) | 4.0 | $51M | 307k | 166.79 | |
| Hubbell (HUBB) | 3.8 | $48M | 115k | 418.89 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $45M | 603k | 74.01 | |
| Uber Technologies (UBER) | 3.4 | $43M | 717k | 60.32 | |
| Spx Corp (SPXC) | 3.3 | $42M | 286k | 145.52 | |
| S&p Global (SPGI) | 3.2 | $41M | 83k | 498.03 | |
| Siteone Landscape Supply (SITE) | 3.2 | $41M | 309k | 131.77 | |
| Amphenol Corporation (APH) | 3.2 | $40M | 582k | 69.45 | |
| Linde (LIN) | 3.0 | $38M | 92k | 418.67 | |
| AECOM Technology Corporation (ACM) | 2.9 | $37M | 346k | 106.82 | |
| Littelfuse (LFUS) | 2.8 | $35M | 149k | 235.65 | |
| Illumina (ILMN) | 2.8 | $35M | 263k | 133.63 | |
| Booking Holdings (BKNG) | 2.4 | $31M | 6.2k | 4968.75 | |
| Bio-techne Corporation (TECH) | 2.4 | $30M | 420k | 72.03 | |
| Danaher Corporation (DHR) | 1.8 | $23M | 99k | 229.55 | |
| Zoetis Inc Cl A (ZTS) | 1.2 | $15M | 93k | 162.93 | |
| CoStar (CSGP) | 1.1 | $14M | 190k | 71.59 | |
| Apple (AAPL) | 1.0 | $12M | 49k | 250.42 | |
| Broadcom (AVGO) | 0.9 | $12M | 52k | 231.84 | |
| Microsoft Corporation (MSFT) | 0.9 | $12M | 27k | 421.50 | |
| Transmedics Group (TMDX) | 0.9 | $11M | 178k | 62.35 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $7.2M | 30k | 239.71 | |
| Blackrock (BLK) | 0.6 | $7.0M | 6.9k | 1025.11 | |
| American Express Company (AXP) | 0.5 | $6.8M | 23k | 296.80 | |
| Procter & Gamble Company (PG) | 0.5 | $6.6M | 39k | 167.65 | |
| Caterpillar (CAT) | 0.5 | $5.8M | 16k | 362.76 | |
| Home Depot (HD) | 0.4 | $5.7M | 15k | 388.98 | |
| UnitedHealth (UNH) | 0.4 | $5.5M | 11k | 505.86 | |
| Waste Management (WM) | 0.4 | $5.5M | 27k | 201.79 | |
| Johnson Controls International Plc equity (JCI) | 0.4 | $5.3M | 67k | 78.93 | |
| Paychex (PAYX) | 0.4 | $5.1M | 37k | 140.22 | |
| Chevron Corporation (CVX) | 0.4 | $5.0M | 34k | 144.84 | |
| McDonald's Corporation (MCD) | 0.4 | $4.9M | 17k | 289.90 | |
| Qualcomm (QCOM) | 0.4 | $4.9M | 32k | 153.62 | |
| Coca-Cola Company (KO) | 0.4 | $4.5M | 73k | 62.26 | |
| Amazon (AMZN) | 0.3 | $4.4M | 20k | 219.39 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $4.3M | 23k | 187.51 | |
| Merck & Co (MRK) | 0.3 | $4.3M | 43k | 99.48 | |
| Nike (NKE) | 0.3 | $4.0M | 53k | 75.67 | |
| General Mills (GIS) | 0.3 | $3.9M | 61k | 63.77 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.9M | 27k | 144.62 | |
| SYSCO Corporation (SYY) | 0.3 | $3.8M | 50k | 76.46 | |
| Truist Financial Corp equities (TFC) | 0.3 | $3.3M | 76k | 43.38 | |
| Boeing Company (BA) | 0.3 | $3.2M | 18k | 177.00 | |
| Verizon Communications (VZ) | 0.2 | $3.2M | 80k | 39.99 | |
| Dow (DOW) | 0.2 | $2.6M | 64k | 40.13 | |
| iShares S&P 500 Index (IVV) | 0.1 | $1.7M | 2.9k | 588.72 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.5M | 14k | 105.63 | |
| Edwards Lifesciences (EW) | 0.1 | $1.5M | 21k | 74.03 | |
| Crown Castle Intl (CCI) | 0.1 | $1.4M | 16k | 90.76 | |
| 3M Company (MMM) | 0.1 | $1.3M | 9.9k | 129.10 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.0M | 1.9k | 538.76 | |
| Colgate-Palmolive Company (CL) | 0.1 | $727k | 8.0k | 90.91 | |
| Broadstone Net Lease (BNL) | 0.1 | $726k | 46k | 15.86 | |
| IDEX Corporation (IEX) | 0.0 | $608k | 2.9k | 209.29 | |
| Honeywell International (HON) | 0.0 | $553k | 2.4k | 225.89 | |
| Labcorp Holdings (LH) | 0.0 | $550k | 2.4k | 229.32 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $543k | 7.7k | 70.28 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $528k | 8.5k | 62.31 | |
| Intel Corporation (INTC) | 0.0 | $500k | 25k | 20.05 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $500k | 4.6k | 107.57 | |
| Automatic Data Processing (ADP) | 0.0 | $497k | 1.7k | 292.73 | |
| Walt Disney Company (DIS) | 0.0 | $490k | 4.4k | 111.34 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $484k | 1.1k | 444.68 | |
| Mondelez Int (MDLZ) | 0.0 | $421k | 7.0k | 59.73 | |
| M&T Bank Corporation (MTB) | 0.0 | $419k | 2.2k | 188.01 | |
| At&t (T) | 0.0 | $399k | 18k | 22.77 | |
| Extra Space Storage (EXR) | 0.0 | $387k | 2.6k | 149.60 | |
| L3harris Technologies (LHX) | 0.0 | $379k | 1.8k | 210.28 | |
| United Rentals (URI) | 0.0 | $354k | 502.00 | 704.44 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $330k | 1.5k | 221.00 | |
| Gra (GGG) | 0.0 | $324k | 3.8k | 84.29 | |
| Intuit (INTU) | 0.0 | $312k | 497.00 | 628.50 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $308k | 2.4k | 130.69 | |
| Health Care SPDR (XLV) | 0.0 | $286k | 2.1k | 137.57 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $265k | 2.5k | 106.84 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $252k | 1.2k | 210.25 | |
| SPDR Gold Trust (GLD) | 0.0 | $227k | 939.00 | 242.13 | |
| Novo-nordisk A S F Sponsored A Adr (NVO) | 0.0 | $222k | 2.6k | 86.02 | |
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $221k | 4.1k | 53.18 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $219k | 1.2k | 189.30 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $217k | 2.9k | 74.02 | |
| Vaneck Bitcoin Tr (HODL) | 0.0 | $210k | 2.0k | 105.71 | |
| Progressive Corporation (PGR) | 0.0 | $207k | 862.00 | 239.61 | |
| Gain Therapeutics (GANX) | 0.0 | $33k | 15k | 2.16 | |
| Wealth Minerals (WMLLF) | 0.0 | $4.1k | 118k | 0.04 | |
| Argo Blockchain (ARBKF) | 0.0 | $2.4k | 41k | 0.06 | |
| Rushnet (RSHN) | 0.0 | $19.999800 | 100k | 0.00 |
