Sandhill Capital Partners as of March 31, 2025
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 93 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 10.0 | $122M | 1.3M | 91.73 | |
| Palo Alto Networks (PANW) | 5.8 | $71M | 417k | 170.64 | |
| General Electric (GE) | 5.0 | $60M | 302k | 200.15 | |
| Intuitive Surgical (ISRG) | 4.8 | $58M | 117k | 495.27 | |
| Servicenow (NOW) | 4.4 | $54M | 67k | 796.14 | |
| Tyler Technologies (TYL) | 4.3 | $52M | 89k | 581.39 | |
| Uber Technologies (UBER) | 4.1 | $50M | 683k | 72.86 | |
| Cadence Design Systems (CDNS) | 4.0 | $48M | 189k | 254.33 | |
| Charles Schwab Corporation (SCHW) | 3.8 | $46M | 593k | 78.28 | |
| AECOM Technology Corporation (ACM) | 3.7 | $45M | 489k | 92.73 | |
| Linde (LIN) | 3.5 | $42M | 91k | 465.64 | |
| U.S. Bancorp (USB) | 3.5 | $42M | 999k | 42.22 | |
| Amphenol Corporation (APH) | 3.4 | $42M | 636k | 65.59 | |
| S&p Global (SPGI) | 3.4 | $42M | 82k | 508.10 | |
| Hubbell (HUBB) | 3.1 | $38M | 113k | 330.91 | |
| Siteone Landscape Supply (SITE) | 3.0 | $37M | 305k | 121.44 | |
| Spx Corp (SPXC) | 3.0 | $36M | 282k | 128.78 | |
| Trane Technologies (TT) | 2.6 | $32M | 96k | 336.92 | |
| Danaher Corporation (DHR) | 2.5 | $31M | 150k | 205.00 | |
| Littelfuse (LFUS) | 2.4 | $29M | 148k | 196.74 | |
| Booking Holdings (BKNG) | 2.3 | $28M | 6.1k | 4607.26 | |
| Arista Networks (ANET) | 1.6 | $20M | 253k | 77.48 | |
| Zoetis Inc Cl A (ZTS) | 1.3 | $16M | 94k | 164.65 | |
| Apple (AAPL) | 0.9 | $11M | 48k | 222.13 | |
| Microsoft Corporation (MSFT) | 0.8 | $10M | 27k | 375.39 | |
| Broadcom (AVGO) | 0.7 | $8.6M | 51k | 167.43 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $7.4M | 30k | 245.30 | |
| Procter & Gamble Company (PG) | 0.6 | $6.8M | 40k | 170.42 | |
| Blackrock (BLK) | 0.5 | $6.5M | 6.9k | 946.48 | |
| Waste Management (WM) | 0.5 | $6.3M | 27k | 231.51 | |
| American Express Company (AXP) | 0.5 | $6.1M | 23k | 269.06 | |
| Chevron Corporation (CVX) | 0.5 | $5.8M | 35k | 167.29 | |
| UnitedHealth (UNH) | 0.5 | $5.7M | 11k | 523.75 | |
| Paychex (PAYX) | 0.5 | $5.7M | 37k | 154.28 | |
| Home Depot (HD) | 0.4 | $5.4M | 15k | 366.50 | |
| Johnson Controls International Plc equity (JCI) | 0.4 | $5.4M | 67k | 80.11 | |
| McDonald's Corporation (MCD) | 0.4 | $5.4M | 17k | 312.38 | |
| Caterpillar (CAT) | 0.4 | $5.3M | 16k | 329.80 | |
| Coca-Cola Company (KO) | 0.4 | $5.3M | 73k | 71.62 | |
| Qualcomm (QCOM) | 0.4 | $4.9M | 32k | 153.61 | |
| Johnson & Johnson (JNJ) | 0.4 | $4.6M | 28k | 165.84 | |
| salesforce (CRM) | 0.4 | $4.5M | 17k | 268.36 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $4.2M | 23k | 179.70 | |
| Merck & Co (MRK) | 0.3 | $4.2M | 46k | 89.76 | |
| SYSCO Corporation (SYY) | 0.3 | $3.9M | 52k | 75.04 | |
| Amazon (AMZN) | 0.3 | $3.8M | 20k | 190.26 | |
| Verizon Communications (VZ) | 0.3 | $3.7M | 82k | 45.36 | |
| Nike (NKE) | 0.3 | $3.6M | 57k | 63.48 | |
| Goldman Sachs (GS) | 0.3 | $3.6M | 6.5k | 546.29 | |
| Truist Financial Corp equities (TFC) | 0.3 | $3.4M | 82k | 41.15 | |
| General Mills (GIS) | 0.2 | $2.9M | 49k | 59.79 | |
| Dow (DOW) | 0.2 | $2.3M | 66k | 34.92 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.6M | 14k | 113.18 | |
| iShares S&P 500 Index (IVV) | 0.1 | $1.6M | 2.8k | 561.97 | |
| Edwards Lifesciences (EW) | 0.1 | $1.3M | 18k | 72.48 | |
| 3M Company (MMM) | 0.1 | $1.3M | 8.5k | 146.87 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.1M | 2.2k | 513.82 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $781k | 10k | 75.65 | |
| Broadstone Net Lease (BNL) | 0.1 | $780k | 46k | 17.04 | |
| Colgate-Palmolive Company (CL) | 0.1 | $750k | 8.0k | 93.70 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $586k | 2.6k | 221.76 | |
| Intel Corporation (INTC) | 0.0 | $565k | 25k | 22.71 | |
| Labcorp Holdings (LH) | 0.0 | $559k | 2.4k | 232.74 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $530k | 4.5k | 118.93 | |
| IDEX Corporation (IEX) | 0.0 | $526k | 2.9k | 180.97 | |
| Automatic Data Processing (ADP) | 0.0 | $519k | 1.7k | 305.53 | |
| Honeywell International (HON) | 0.0 | $519k | 2.4k | 211.75 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $514k | 8.8k | 58.35 | |
| Mondelez Int (MDLZ) | 0.0 | $478k | 7.0k | 67.85 | |
| At&t (T) | 0.0 | $478k | 17k | 28.28 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $417k | 1.1k | 383.53 | |
| M&T Bank Corporation (MTB) | 0.0 | $392k | 2.2k | 178.75 | |
| Extra Space Storage (EXR) | 0.0 | $384k | 2.6k | 148.49 | |
| L3harris Technologies (LHX) | 0.0 | $377k | 1.8k | 209.31 | |
| Gra (GGG) | 0.0 | $321k | 3.8k | 83.51 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $315k | 4.1k | 75.91 | |
| Intuit (INTU) | 0.0 | $305k | 497.00 | 613.99 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $292k | 2.4k | 123.87 | |
| Walt Disney Company (DIS) | 0.0 | $289k | 2.9k | 98.70 | |
| United Rentals (URI) | 0.0 | $283k | 452.00 | 626.70 | |
| SPDR Gold Trust (GLD) | 0.0 | $276k | 958.00 | 288.14 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $262k | 2.4k | 108.71 | |
| Transmedics Group (TMDX) | 0.0 | $244k | 3.6k | 67.28 | |
| Progressive Corporation (PGR) | 0.0 | $244k | 862.00 | 283.01 | |
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $233k | 3.6k | 63.84 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $227k | 1.1k | 199.56 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $210k | 4.0k | 52.52 | |
| Gain Therapeutics (GANX) | 0.0 | $29k | 15k | 1.91 | |
| Lithium Americas Argentina Corp (LAR) | 0.0 | $29k | 14k | 2.14 | |
| Wealth Minerals (WMLLF) | 0.0 | $1.7k | 43k | 0.04 | |
| Argo Blockchain (ARBKF) | 0.0 | $845.000000 | 26k | 0.03 | |
| Enzolytics (ENZC) | 0.0 | $70.000000 | 100k | 0.00 | |
| Rushnet (RSHN) | 0.0 | $19.999800 | 100k | 0.00 |
