Sandhill Capital Partners as of June 30, 2025
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 101 positions in its portfolio as reported in the June 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) | 9.1 | $126M | 1.4M | 91.73 | |
| Palo Alto Networks (PANW) | 6.2 | $86M | 418k | 204.64 | |
| General Electric (GE) | 5.5 | $77M | 297k | 257.39 | |
| Servicenow (NOW) | 5.0 | $70M | 68k | 1028.08 | |
| Intuitive Surgical (ISRG) | 4.6 | $64M | 118k | 543.41 | |
| Amphenol Corporation (APH) | 4.5 | $63M | 639k | 98.75 | |
| Uber Technologies (UBER) | 4.4 | $62M | 660k | 93.30 | |
| AECOM Technology Corporation (ACM) | 4.0 | $55M | 490k | 112.86 | |
| Charles Schwab Corporation (SCHW) | 3.9 | $54M | 596k | 91.24 | |
| Tyler Technologies (TYL) | 3.8 | $53M | 90k | 592.84 | |
| Spx Corp (SPXC) | 3.4 | $48M | 284k | 167.68 | |
| Hubbell (HUBB) | 3.3 | $47M | 114k | 408.41 | |
| U.S. Bancorp (USB) | 3.3 | $46M | 1.0M | 45.25 | |
| S&p Global (SPGI) | 3.1 | $44M | 83k | 527.29 | |
| Linde (LIN) | 3.1 | $43M | 92k | 469.18 | |
| Trane Technologies (TT) | 3.0 | $42M | 96k | 437.41 | |
| Cadence Design Systems (CDNS) | 3.0 | $41M | 133k | 308.15 | |
| Arista Networks (ANET) | 2.9 | $40M | 389k | 102.31 | |
| Booking Holdings (BKNG) | 2.6 | $36M | 6.2k | 5789.71 | |
| Siteone Landscape Supply (SITE) | 2.5 | $34M | 284k | 120.94 | |
| Danaher Corporation (DHR) | 2.1 | $29M | 146k | 197.54 | |
| Guidewire Software (GWRE) | 1.8 | $24M | 104k | 235.45 | |
| Broadcom (AVGO) | 1.0 | $14M | 51k | 275.65 | |
| Microsoft Corporation (MSFT) | 1.0 | $14M | 27k | 497.41 | |
| Crane Company (CR) | 0.8 | $12M | 61k | 189.89 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $10M | 36k | 289.91 | |
| Apple (AAPL) | 0.7 | $10M | 49k | 205.17 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.7 | $9.8M | 97k | 100.69 | |
| American Express Company (AXP) | 0.5 | $7.2M | 23k | 318.99 | |
| Blackrock (BLK) | 0.5 | $7.2M | 6.9k | 1049.25 | |
| Johnson Controls International Plc equity (JCI) | 0.5 | $7.1M | 67k | 105.62 | |
| Procter & Gamble Company (PG) | 0.5 | $6.4M | 40k | 159.32 | |
| Waste Management (WM) | 0.4 | $6.3M | 27k | 228.82 | |
| Caterpillar (CAT) | 0.4 | $6.2M | 16k | 388.21 | |
| Home Depot (HD) | 0.4 | $5.5M | 15k | 366.65 | |
| Paychex (PAYX) | 0.4 | $5.3M | 37k | 145.46 | |
| Coca-Cola Company (KO) | 0.4 | $5.2M | 73k | 70.75 | |
| Chevron Corporation (CVX) | 0.4 | $5.1M | 35k | 143.19 | |
| McDonald's Corporation (MCD) | 0.4 | $5.0M | 17k | 292.18 | |
| Qualcomm (QCOM) | 0.4 | $5.0M | 31k | 159.26 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $4.9M | 24k | 207.62 | |
| Visa (V) | 0.3 | $4.9M | 14k | 355.05 | |
| Goldman Sachs (GS) | 0.3 | $4.7M | 6.7k | 707.75 | |
| salesforce (CRM) | 0.3 | $4.6M | 17k | 272.69 | |
| UnitedHealth (UNH) | 0.3 | $4.5M | 15k | 311.97 | |
| Amazon (AMZN) | 0.3 | $4.4M | 20k | 219.39 | |
| Johnson & Johnson (JNJ) | 0.3 | $4.3M | 28k | 152.75 | |
| Merck & Co (MRK) | 0.3 | $3.8M | 48k | 79.16 | |
| SYSCO Corporation (SYY) | 0.3 | $3.6M | 48k | 75.74 | |
| Verizon Communications (VZ) | 0.3 | $3.6M | 83k | 43.27 | |
| Dow (DOW) | 0.1 | $1.8M | 68k | 26.48 | |
| iShares S&P 500 Index (IVV) | 0.1 | $1.7M | 2.7k | 620.80 | |
| Edwards Lifesciences (EW) | 0.1 | $1.4M | 18k | 78.21 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.4M | 2.5k | 567.94 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.3M | 14k | 91.21 | |
| 3M Company (MMM) | 0.1 | $1.3M | 8.5k | 152.25 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $990k | 12k | 83.48 | |
| General Mills (GIS) | 0.1 | $884k | 17k | 51.81 | |
| Broadstone Net Lease (BNL) | 0.1 | $735k | 46k | 16.05 | |
| Colgate-Palmolive Company (CL) | 0.1 | $727k | 8.0k | 90.90 | |
| Labcorp Holdings (LH) | 0.0 | $630k | 2.4k | 262.51 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $619k | 2.6k | 236.98 | |
| Intel Corporation (INTC) | 0.0 | $558k | 25k | 22.40 | |
| Automatic Data Processing (ADP) | 0.0 | $524k | 1.7k | 308.40 | |
| Tesla Motors (TSLA) | 0.0 | $516k | 1.6k | 317.66 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $512k | 8.3k | 62.02 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $511k | 3.3k | 155.93 | |
| IDEX Corporation (IEX) | 0.0 | $510k | 2.9k | 175.57 | |
| Transmedics Group (TMDX) | 0.0 | $486k | 3.6k | 134.01 | |
| At&t (T) | 0.0 | $485k | 17k | 28.94 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $481k | 4.5k | 107.80 | |
| Mondelez Int (MDLZ) | 0.0 | $475k | 7.0k | 67.44 | |
| L3harris Technologies (LHX) | 0.0 | $452k | 1.8k | 250.84 | |
| M&T Bank Corporation (MTB) | 0.0 | $440k | 2.3k | 193.99 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $417k | 1.1k | 386.88 | |
| Intuit (INTU) | 0.0 | $392k | 497.00 | 787.63 | |
| Extra Space Storage (EXR) | 0.0 | $382k | 2.6k | 147.44 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $354k | 6.6k | 53.29 | |
| SPDR Gold Trust (GLD) | 0.0 | $342k | 1.1k | 304.85 | |
| United Rentals (URI) | 0.0 | $341k | 452.00 | 753.40 | |
| Gra (GGG) | 0.0 | $330k | 3.8k | 85.97 | |
| Honeywell International (HON) | 0.0 | $328k | 1.4k | 232.88 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $315k | 4.1k | 75.90 | |
| Walt Disney Company (DIS) | 0.0 | $288k | 2.3k | 124.01 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $265k | 2.4k | 109.59 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $252k | 2.4k | 105.06 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $250k | 2.5k | 100.83 | |
| Vaneck Bitcoin Tr (HODL) | 0.0 | $242k | 8.0k | 30.47 | |
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $235k | 3.6k | 64.50 | |
| Progressive Corporation (PGR) | 0.0 | $230k | 862.00 | 266.86 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $222k | 2.6k | 84.83 | |
| International Business Machines (IBM) | 0.0 | $215k | 730.00 | 294.78 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $214k | 1.2k | 176.23 | |
| Truist Financial Corp equities (TFC) | 0.0 | $205k | 4.8k | 42.99 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $201k | 287.00 | 698.47 | |
| Lithium Americas Argentina Corp (LAR) | 0.0 | $29k | 14k | 2.08 | |
| Gain Therapeutics (GANX) | 0.0 | $28k | 15k | 1.80 | |
| Minera Alamos (MAIFF) | 0.0 | $5.1k | 20k | 0.25 | |
| Wealth Minerals (WMLLF) | 0.0 | $1.4k | 43k | 0.03 | |
| Argo Blockchain (ARBKF) | 0.0 | $452.400000 | 26k | 0.02 | |
| Enzolytics (ENZC) | 0.0 | $70.000000 | 100k | 0.00 |
