Sandhill Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 107 positions in its portfolio as reported in the September 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) | 6.0 | $85M | 930k | 91.75 | |
| Palo Alto Networks (PANW) | 5.9 | $84M | 415k | 203.62 | |
| Amphenol Corporation (APH) | 5.5 | $78M | 632k | 123.75 | |
| Uber Technologies (UBER) | 4.5 | $64M | 655k | 97.97 | |
| AECOM Technology Corporation (ACM) | 4.4 | $64M | 487k | 130.47 | |
| Servicenow (NOW) | 4.3 | $62M | 68k | 920.28 | |
| General Electric (GE) | 4.1 | $59M | 197k | 300.82 | |
| Arista Networks (ANET) | 3.9 | $56M | 387k | 145.71 | |
| Charles Schwab Corporation (SCHW) | 3.9 | $56M | 589k | 95.47 | |
| Spx Corp (SPXC) | 3.7 | $53M | 282k | 186.78 | |
| Intuitive Surgical (ISRG) | 3.7 | $53M | 118k | 447.23 | |
| Hubbell (HUBB) | 3.4 | $49M | 113k | 430.31 | |
| U.S. Bancorp (USB) | 3.4 | $48M | 994k | 48.33 | |
| Tyler Technologies (TYL) | 3.3 | $47M | 90k | 523.16 | |
| Cadence Design Systems (CDNS) | 3.2 | $47M | 132k | 351.26 | |
| Linde (LIN) | 3.1 | $44M | 92k | 475.00 | |
| Trane Technologies (TT) | 2.9 | $41M | 97k | 421.96 | |
| S&p Global (SPGI) | 2.8 | $40M | 82k | 486.71 | |
| Arthur J. Gallagher & Co. (AJG) | 2.3 | $34M | 108k | 309.74 | |
| Booking Holdings (BKNG) | 2.3 | $33M | 6.2k | 5398.87 | |
| Siteone Landscape Supply (SITE) | 2.2 | $32M | 244k | 128.80 | |
| ServiceTitan (TTAN) | 1.9 | $27M | 268k | 100.83 | |
| Guidewire Software (GWRE) | 1.7 | $24M | 103k | 229.86 | |
| Danaher Corporation (DHR) | 1.6 | $23M | 117k | 198.26 | |
| Crane Company (CR) | 1.2 | $18M | 95k | 184.14 | |
| Microsoft Corporation (MSFT) | 1.0 | $14M | 28k | 517.95 | |
| Broadcom (AVGO) | 1.0 | $14M | 43k | 329.91 | |
| Apple (AAPL) | 0.9 | $13M | 49k | 254.63 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.8 | $12M | 115k | 100.70 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | 35k | 315.43 | |
| Blackrock (BLK) | 0.6 | $8.0M | 6.8k | 1165.87 | |
| Caterpillar (CAT) | 0.5 | $7.7M | 16k | 477.15 | |
| American Express Company (AXP) | 0.5 | $7.5M | 23k | 332.17 | |
| Johnson Controls International Plc equity (JCI) | 0.5 | $7.3M | 66k | 109.95 | |
| Procter & Gamble Company (PG) | 0.4 | $6.2M | 40k | 153.65 | |
| Home Depot (HD) | 0.4 | $6.1M | 15k | 405.20 | |
| Waste Management (WM) | 0.4 | $6.1M | 28k | 220.83 | |
| Cme (CME) | 0.4 | $6.0M | 22k | 270.19 | |
| Chevron Corporation (CVX) | 0.4 | $5.4M | 35k | 155.29 | |
| McDonald's Corporation (MCD) | 0.4 | $5.3M | 18k | 303.90 | |
| Goldman Sachs (GS) | 0.4 | $5.3M | 6.7k | 796.35 | |
| Johnson & Johnson (JNJ) | 0.4 | $5.2M | 28k | 185.42 | |
| Qualcomm (QCOM) | 0.4 | $5.2M | 31k | 166.36 | |
| UnitedHealth (UNH) | 0.4 | $5.0M | 15k | 345.30 | |
| Coca-Cola Company (KO) | 0.3 | $4.9M | 74k | 66.32 | |
| Visa (V) | 0.3 | $4.7M | 14k | 341.38 | |
| Paychex (PAYX) | 0.3 | $4.6M | 37k | 126.76 | |
| Amazon (AMZN) | 0.3 | $4.5M | 20k | 219.57 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $4.4M | 24k | 183.73 | |
| Merck & Co (MRK) | 0.3 | $4.0M | 48k | 83.93 | |
| salesforce (CRM) | 0.3 | $4.0M | 17k | 237.00 | |
| Verizon Communications (VZ) | 0.2 | $3.6M | 81k | 43.95 | |
| iShares S&P 500 Index (IVV) | 0.1 | $1.8M | 2.7k | 669.24 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.6M | 2.5k | 612.35 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.4M | 14k | 98.50 | |
| 3M Company (MMM) | 0.1 | $1.3M | 8.5k | 155.19 | |
| SYSCO Corporation (SYY) | 0.1 | $1.3M | 16k | 82.34 | |
| Edwards Lifesciences (EW) | 0.1 | $1.3M | 17k | 77.77 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.1M | 13k | 87.31 | |
| General Mills (GIS) | 0.1 | $859k | 17k | 50.42 | |
| Broadstone Net Lease (BNL) | 0.1 | $818k | 46k | 17.87 | |
| Intel Corporation (INTC) | 0.1 | $795k | 24k | 33.55 | |
| Tesla Motors (TSLA) | 0.1 | $767k | 1.7k | 444.72 | |
| Labcorp Holdings (LH) | 0.0 | $689k | 2.4k | 287.06 | |
| Dow (DOW) | 0.0 | $669k | 29k | 22.93 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $664k | 2.6k | 254.28 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $663k | 1.3k | 502.74 | |
| Colgate-Palmolive Company (CL) | 0.0 | $640k | 8.0k | 79.94 | |
| L3harris Technologies (LHX) | 0.0 | $550k | 1.8k | 305.41 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $532k | 8.2k | 65.26 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $519k | 4.6k | 112.75 | |
| Automatic Data Processing (ADP) | 0.0 | $499k | 1.7k | 293.50 | |
| Honeywell International (HON) | 0.0 | $482k | 2.3k | 210.50 | |
| At&t (T) | 0.0 | $474k | 17k | 28.24 | |
| IDEX Corporation (IEX) | 0.0 | $473k | 2.9k | 162.76 | |
| M&T Bank Corporation (MTB) | 0.0 | $467k | 2.4k | 197.62 | |
| Mondelez Int (MDLZ) | 0.0 | $433k | 6.9k | 62.47 | |
| United Rentals (URI) | 0.0 | $432k | 452.00 | 954.66 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $402k | 2.8k | 146.30 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $367k | 6.8k | 54.09 | |
| Extra Space Storage (EXR) | 0.0 | $365k | 2.6k | 140.94 | |
| SPDR Gold Trust (GLD) | 0.0 | $354k | 996.00 | 355.50 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $343k | 973.00 | 352.75 | |
| Intuit (INTU) | 0.0 | $339k | 497.00 | 682.91 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $322k | 4.1k | 77.65 | |
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $311k | 3.6k | 85.15 | |
| Transmedics Group (TMDX) | 0.0 | $300k | 2.7k | 112.20 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $295k | 1.2k | 243.10 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $289k | 2.4k | 122.31 | |
| Gra (GGG) | 0.0 | $277k | 3.3k | 84.96 | |
| Vaneck Bitcoin Tr (HODL) | 0.0 | $272k | 8.4k | 32.37 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $269k | 2.4k | 111.46 | |
| Walt Disney Company (DIS) | 0.0 | $266k | 2.3k | 114.50 | |
| Lake Shore Bancorp (LSBK) | 0.0 | $260k | 20k | 13.00 | |
| MasterCard Incorporated (MA) | 0.0 | $245k | 431.00 | 568.81 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $219k | 2.0k | 108.70 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $218k | 287.00 | 758.15 | |
| Bitwise Bitcoin Etf Tr (BITB) | 0.0 | $217k | 3.5k | 62.22 | |
| D.R. Horton (DHI) | 0.0 | $217k | 1.3k | 169.47 | |
| Truist Financial Corp equities (TFC) | 0.0 | $217k | 4.7k | 45.72 | |
| Progressive Corporation (PGR) | 0.0 | $213k | 862.00 | 246.95 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $212k | 877.00 | 242.05 | |
| International Business Machines (IBM) | 0.0 | $206k | 730.00 | 282.16 | |
| Golden Matrix Group (GMGI) | 0.0 | $196k | 173k | 1.13 | |
| Gain Therapeutics (GANX) | 0.0 | $27k | 15k | 1.77 | |
| Wealth Minerals (WMLLF) | 0.0 | $1.9k | 18k | 0.10 | |
| Enzolytics (ENZC) | 0.0 | $30.000000 | 100k | 0.00 |
