Sandhill Capital Partners as of Dec. 31, 2025
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 104 positions in its portfolio as reported in the December 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) | 6.4 | $91M | 991k | 91.38 | |
| Amphenol Corporation (APH) | 5.9 | $83M | 613k | 135.14 | |
| Palo Alto Networks (PANW) | 5.3 | $74M | 401k | 184.20 | |
| Intuitive Surgical (ISRG) | 4.6 | $65M | 115k | 566.36 | |
| General Electric (GE) | 4.2 | $59M | 192k | 308.03 | |
| Charles Schwab Corporation (SCHW) | 4.1 | $57M | 573k | 99.91 | |
| Spx Corp (SPXC) | 3.9 | $55M | 275k | 200.06 | |
| Uber Technologies (UBER) | 3.7 | $52M | 638k | 81.71 | |
| U.S. Bancorp (USB) | 3.6 | $51M | 957k | 53.36 | |
| Servicenow (NOW) | 3.6 | $50M | 327k | 153.19 | |
| Arista Networks (ANET) | 3.5 | $49M | 376k | 131.03 | |
| Hubbell (HUBB) | 3.4 | $48M | 108k | 444.11 | |
| Tyler Technologies (TYL) | 3.2 | $46M | 100k | 453.95 | |
| AECOM Technology Corporation (ACM) | 3.2 | $45M | 472k | 95.33 | |
| S&p Global (SPGI) | 3.0 | $42M | 80k | 522.59 | |
| Guidewire Software (GWRE) | 3.0 | $42M | 208k | 201.01 | |
| Cadence Design Systems (CDNS) | 2.9 | $40M | 129k | 312.58 | |
| Linde (LIN) | 2.7 | $38M | 90k | 426.39 | |
| Arthur J. Gallagher & Co. (AJG) | 2.6 | $37M | 143k | 258.79 | |
| Trane Technologies (TT) | 2.6 | $37M | 95k | 389.20 | |
| ServiceTitan (TTAN) | 2.6 | $37M | 344k | 106.50 | |
| Booking Holdings (BKNG) | 2.3 | $32M | 6.0k | 5355.14 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 1.7 | $24M | 235k | 100.38 | |
| Crane Company (CR) | 1.2 | $17M | 93k | 184.43 | |
| Siteone Landscape Supply (SITE) | 1.1 | $16M | 126k | 124.56 | |
| Broadcom (AVGO) | 1.0 | $14M | 40k | 346.10 | |
| Microsoft Corporation (MSFT) | 1.0 | $13M | 28k | 483.62 | |
| Apple (AAPL) | 1.0 | $13M | 49k | 271.86 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $12M | 17k | 681.92 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | 33k | 322.22 | |
| Caterpillar (CAT) | 0.7 | $9.1M | 16k | 572.87 | |
| American Express Company (AXP) | 0.6 | $8.1M | 22k | 369.96 | |
| Johnson Controls International Plc equity (JCI) | 0.6 | $7.8M | 65k | 119.75 | |
| Blackrock (BLK) | 0.5 | $7.3M | 6.8k | 1070.34 | |
| Procter & Gamble Company (PG) | 0.5 | $7.0M | 49k | 143.31 | |
| Waste Management (WM) | 0.4 | $6.1M | 28k | 219.71 | |
| Cme (CME) | 0.4 | $6.0M | 22k | 273.08 | |
| Goldman Sachs (GS) | 0.4 | $5.8M | 6.6k | 879.00 | |
| Johnson & Johnson (JNJ) | 0.4 | $5.8M | 28k | 206.95 | |
| McDonald's Corporation (MCD) | 0.4 | $5.4M | 18k | 305.64 | |
| Qualcomm (QCOM) | 0.4 | $5.3M | 31k | 171.05 | |
| Chevron Corporation (CVX) | 0.4 | $5.3M | 35k | 152.41 | |
| Home Depot (HD) | 0.4 | $5.2M | 15k | 344.11 | |
| Coca-Cola Company (KO) | 0.4 | $5.2M | 74k | 69.91 | |
| Merck & Co (MRK) | 0.4 | $5.0M | 48k | 105.26 | |
| Visa (V) | 0.3 | $4.9M | 14k | 350.71 | |
| Amazon (AMZN) | 0.3 | $4.7M | 20k | 230.82 | |
| UnitedHealth (UNH) | 0.3 | $4.2M | 13k | 330.11 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $4.1M | 24k | 173.49 | |
| Paychex (PAYX) | 0.3 | $4.0M | 36k | 112.18 | |
| salesforce (CRM) | 0.3 | $3.9M | 15k | 264.91 | |
| Verizon Communications (VZ) | 0.2 | $3.1M | 77k | 40.73 | |
| Vanguard Instl Index (VBIL) | 0.2 | $2.6M | 35k | 75.43 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $2.5M | 4.1k | 627.13 | |
| iShares S&P 500 Index (IVV) | 0.1 | $1.9M | 2.8k | 684.94 | |
| Edwards Lifesciences (EW) | 0.1 | $1.4M | 17k | 85.25 | |
| 3M Company (MMM) | 0.1 | $1.4M | 8.5k | 160.11 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.3M | 14k | 89.92 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.2M | 13k | 89.46 | |
| SYSCO Corporation (SYY) | 0.1 | $1.2M | 16k | 73.69 | |
| General Mills (GIS) | 0.1 | $891k | 19k | 46.50 | |
| Tesla Motors (TSLA) | 0.1 | $820k | 1.8k | 449.72 | |
| Broadstone Net Lease (BNL) | 0.1 | $795k | 46k | 17.37 | |
| Intel Corporation (INTC) | 0.1 | $764k | 21k | 36.90 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $674k | 2.6k | 257.95 | |
| Colgate-Palmolive Company (CL) | 0.0 | $632k | 8.0k | 79.02 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $615k | 1.2k | 502.65 | |
| Labcorp Holdings (LH) | 0.0 | $602k | 2.4k | 250.88 | |
| Dow (DOW) | 0.0 | $561k | 24k | 23.38 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $560k | 4.7k | 120.34 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $544k | 8.2k | 66.00 | |
| L3harris Technologies (LHX) | 0.0 | $528k | 1.8k | 293.57 | |
| Danaher Corporation (DHR) | 0.0 | $518k | 2.3k | 228.92 | |
| IDEX Corporation (IEX) | 0.0 | $517k | 2.9k | 177.94 | |
| Bitwise Bitcoin Etf Tr (BITB) | 0.0 | $506k | 11k | 47.56 | |
| M&T Bank Corporation (MTB) | 0.0 | $477k | 2.4k | 201.48 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $471k | 1.5k | 313.00 | |
| Honeywell International (HON) | 0.0 | $447k | 2.3k | 195.09 | |
| At&t (T) | 0.0 | $442k | 18k | 24.84 | |
| Automatic Data Processing (ADP) | 0.0 | $437k | 1.7k | 257.23 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $399k | 7.4k | 53.88 | |
| United Rentals (URI) | 0.0 | $366k | 452.00 | 809.32 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $356k | 2.4k | 150.81 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $337k | 3.0k | 111.78 | |
| Extra Space Storage (EXR) | 0.0 | $337k | 2.6k | 130.22 | |
| SPDR Gold Trust (GLD) | 0.0 | $332k | 838.00 | 396.31 | |
| Intuit (INTU) | 0.0 | $329k | 497.00 | 662.42 | |
| Mondelez Int (MDLZ) | 0.0 | $319k | 5.9k | 53.83 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $316k | 2.5k | 125.82 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $314k | 4.1k | 75.85 | |
| Lake Shore Bancorp (LSBK) | 0.0 | $293k | 20k | 14.66 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $289k | 2.6k | 110.17 | |
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $279k | 3.6k | 76.55 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $267k | 762.00 | 349.99 | |
| Walt Disney Company (DIS) | 0.0 | $267k | 2.3k | 113.77 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $257k | 1.0k | 246.22 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $252k | 287.00 | 878.96 | |
| Truist Financial Corp equities (TFC) | 0.0 | $237k | 4.8k | 49.21 | |
| MasterCard Incorporated (MA) | 0.0 | $228k | 400.00 | 570.88 | |
| International Business Machines (IBM) | 0.0 | $221k | 745.00 | 296.21 | |
| Gra (GGG) | 0.0 | $209k | 2.5k | 81.97 | |
| Vaneck Bitcoin Tr (HODL) | 0.0 | $208k | 8.4k | 24.73 | |
| Travelers Companies (TRV) | 0.0 | $206k | 710.00 | 290.26 | |
| Gain Therapeutics (GANX) | 0.0 | $50k | 15k | 3.22 |
