Sandhill Capital Partners as of March 31, 2026
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 9.9 | $115M | 1.3M | 91.64 | |
| Servicenow (NOW) | 4.9 | $57M | 545k | 104.55 | |
| AECOM Technology Corporation (ACM) | 4.3 | $50M | 586k | 84.82 | |
| Charles Schwab Corporation (SCHW) | 4.2 | $49M | 517k | 93.98 | |
| Amphenol Corporation (APH) | 4.1 | $48M | 379k | 126.35 | |
| Microsoft Corporation (MSFT) | 3.9 | $45M | 122k | 370.17 | |
| General Electric (GE) | 3.8 | $44M | 155k | 283.77 | |
| Palo Alto Networks (PANW) | 3.6 | $42M | 265k | 160.32 | |
| Uber Technologies (UBER) | 3.6 | $41M | 575k | 71.93 | |
| Linde (LIN) | 3.5 | $41M | 83k | 495.76 | |
| Arthur J. Gallagher & Co. (AJG) | 3.2 | $37M | 172k | 216.58 | |
| Intuitive Surgical (ISRG) | 3.2 | $37M | 80k | 460.99 | |
| Stryker Corporation (SYK) | 3.1 | $37M | 111k | 328.59 | |
| Guidewire Software (GWRE) | 3.1 | $36M | 242k | 149.56 | |
| Crane Company (CR) | 3.1 | $36M | 211k | 171.00 | |
| Texas Instruments Incorporated (TXN) | 3.1 | $36M | 186k | 194.14 | |
| Trane Technologies (TT) | 3.1 | $36M | 86k | 416.74 | |
| Amazon (AMZN) | 3.1 | $36M | 172k | 208.27 | |
| Spx Corp (SPXC) | 3.0 | $35M | 177k | 199.94 | |
| Broadcom (AVGO) | 3.0 | $35M | 112k | 309.51 | |
| Arista Networks (ANET) | 2.9 | $33M | 272k | 122.78 | |
| S&p Global (SPGI) | 2.6 | $31M | 72k | 425.34 | |
| Booking Holdings (BKNG) | 2.0 | $23M | 5.5k | 4210.14 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 1.1 | $13M | 131k | 100.66 | |
| Apple (AAPL) | 1.0 | $12M | 46k | 253.79 | |
| Caterpillar (CAT) | 0.9 | $10M | 14k | 708.46 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $8.8M | 30k | 294.16 | |
| Johnson Controls International Plc equity (JCI) | 0.7 | $7.8M | 60k | 130.95 | |
| Chevron Corporation (CVX) | 0.6 | $6.8M | 33k | 206.90 | |
| Procter & Gamble Company (PG) | 0.6 | $6.7M | 47k | 144.44 | |
| U.S. Bancorp (USB) | 0.6 | $6.7M | 129k | 52.01 | |
| Johnson & Johnson (JNJ) | 0.5 | $6.3M | 26k | 244.44 | |
| American Express Company (AXP) | 0.5 | $6.1M | 20k | 302.48 | |
| Waste Management (WM) | 0.5 | $6.0M | 26k | 229.79 | |
| Cme (CME) | 0.5 | $5.9M | 20k | 295.35 | |
| Blackrock (BLK) | 0.5 | $5.8M | 6.1k | 961.71 | |
| Goldman Sachs (GS) | 0.5 | $5.6M | 6.7k | 845.99 | |
| Merck & Co (MRK) | 0.5 | $5.3M | 44k | 120.29 | |
| Coca-Cola Company (KO) | 0.4 | $5.2M | 69k | 76.05 | |
| McDonald's Corporation (MCD) | 0.4 | $5.2M | 17k | 310.79 | |
| Home Depot (HD) | 0.4 | $4.7M | 14k | 328.89 | |
| iShares S&P 500 Index (IVV) | 0.4 | $4.1M | 6.4k | 653.23 | |
| Visa (V) | 0.3 | $3.9M | 13k | 302.24 | |
| Qualcomm (QCOM) | 0.3 | $3.7M | 29k | 128.78 | |
| Verizon Communications (VZ) | 0.3 | $3.6M | 72k | 50.20 | |
| Paychex (PAYX) | 0.3 | $3.0M | 32k | 92.12 | |
| UnitedHealth (UNH) | 0.2 | $2.8M | 10k | 270.59 | |
| salesforce (CRM) | 0.2 | $2.5M | 14k | 186.67 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $2.4M | 4.0k | 597.55 | |
| Putnam Focused Large Cap Value Etf (PVAL) | 0.2 | $1.8M | 39k | 46.40 | |
| Fidelity Covington (FFLC) | 0.1 | $1.6M | 31k | 51.28 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.4M | 15k | 90.53 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.3M | 14k | 90.42 | |
| Edwards Lifesciences (EW) | 0.1 | $1.3M | 16k | 80.08 | |
| 3M Company (MMM) | 0.1 | $1.2M | 8.5k | 145.23 | |
| SYSCO Corporation (SYY) | 0.1 | $1.1M | 16k | 71.33 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.1M | 15k | 75.10 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.1M | 16k | 67.53 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $992k | 10k | 99.27 | |
| Dow (DOW) | 0.1 | $985k | 24k | 41.65 | |
| Vanguard Instl Index (VBIL) | 0.1 | $871k | 12k | 75.65 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $784k | 4.6k | 169.66 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $747k | 6.6k | 113.11 | |
| General Mills (GIS) | 0.1 | $713k | 19k | 37.22 | |
| RBB (TBIL) | 0.1 | $692k | 14k | 49.86 | |
| Colgate-Palmolive Company (CL) | 0.1 | $682k | 8.0k | 85.23 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $676k | 1.4k | 479.20 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $655k | 2.5k | 261.92 | |
| Labcorp Holdings (LH) | 0.1 | $640k | 2.4k | 266.81 | |
| IDEX Corporation (IEX) | 0.0 | $551k | 2.9k | 189.55 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $517k | 1.8k | 287.56 | |
| SPDR Gold Trust (GLD) | 0.0 | $504k | 1.2k | 430.29 | |
| At&t (T) | 0.0 | $485k | 17k | 28.99 | |
| Honeywell International (HON) | 0.0 | $443k | 2.0k | 226.03 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $409k | 7.7k | 53.22 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $404k | 3.6k | 111.17 | |
| M&T Bank Corporation (MTB) | 0.0 | $370k | 1.8k | 206.72 | |
| Automatic Data Processing (ADP) | 0.0 | $345k | 1.7k | 203.18 | |
| NVIDIA Corporation (NVDA) | 0.0 | $343k | 2.0k | 174.40 | |
| Extra Space Storage (EXR) | 0.0 | $339k | 2.6k | 131.13 | |
| Mondelez Int (MDLZ) | 0.0 | $338k | 5.9k | 57.64 | |
| United Rentals (URI) | 0.0 | $329k | 452.00 | 728.56 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $309k | 4.1k | 74.72 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $297k | 2.5k | 118.21 | |
| Lake Shore Bancorp (LSBK) | 0.0 | $275k | 18k | 15.18 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $273k | 2.5k | 108.99 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $258k | 2.4k | 109.24 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $257k | 287.00 | 895.24 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $256k | 1.0k | 248.00 | |
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $231k | 3.6k | 63.22 | |
| Truist Financial Corp equities (TFC) | 0.0 | $222k | 4.8k | 45.97 | |
| Hubbell (HUBB) | 0.0 | $217k | 442.00 | 490.74 | |
| Intuit (INTU) | 0.0 | $215k | 497.00 | 432.38 | |
| Travelers Companies (TRV) | 0.0 | $204k | 700.00 | 291.68 | |
| Gain Therapeutics (GANX) | 0.0 | $30k | 15k | 1.94 |
