Sandhill Capital Partners as of June 30, 2026
Portfolio Holdings for Sandhill Capital Partners
Sandhill Capital Partners holds 98 positions in its portfolio as reported in the June 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) | 8.1 | $100M | 1.1M | 91.64 | |
| Amphenol Corporation (APH) | 4.7 | $58M | 330k | 176.32 | |
| General Electric (GE) | 4.3 | $53M | 142k | 373.73 | |
| Texas Instruments Incorporated (TXN) | 4.2 | $51M | 172k | 298.07 | |
| Stryker Corporation (SYK) | 4.0 | $50M | 157k | 314.84 | |
| Palo Alto Networks (PANW) | 3.9 | $48M | 141k | 341.02 | |
| Charles Schwab Corporation (SCHW) | 3.6 | $44M | 475k | 92.27 | |
| Microsoft Corporation (MSFT) | 3.5 | $43M | 114k | 373.02 | |
| Servicenow (NOW) | 3.4 | $42M | 419k | 99.28 | |
| Federal Signal Corporation (FSS) | 3.3 | $41M | 317k | 128.49 | |
| Crane Company (CR) | 3.3 | $41M | 183k | 223.07 | |
| Spx Corp (SPXC) | 3.2 | $40M | 162k | 245.17 | |
| Linde (LIN) | 3.2 | $40M | 77k | 518.94 | |
| Forgent Power Solutions Inc Com Shs Cl A (FPS) | 3.2 | $40M | 710k | 55.86 | |
| Guidewire Software (GWRE) | 3.2 | $39M | 318k | 123.05 | |
| Trane Technologies (TT) | 3.1 | $39M | 79k | 491.16 | |
| Amazon (AMZN) | 3.1 | $39M | 162k | 238.34 | |
| Arista Networks (ANET) | 3.1 | $38M | 225k | 169.88 | |
| Broadcom (AVGO) | 3.1 | $38M | 101k | 377.75 | |
| Uber Technologies (UBER) | 3.1 | $38M | 527k | 72.16 | |
| Intuitive Surgical (ISRG) | 2.6 | $32M | 81k | 397.68 | |
| Badger Meter (BMI) | 2.4 | $30M | 202k | 148.38 | |
| AECOM Technology Corporation (ACM) | 2.4 | $29M | 415k | 69.80 | |
| Caterpillar (CAT) | 1.2 | $15M | 14k | 1064.90 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 1.1 | $14M | 136k | 100.67 | |
| Apple (AAPL) | 1.1 | $13M | 46k | 289.36 | |
| iShares S&P 500 Index (IVV) | 0.9 | $12M | 15k | 748.91 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $9.8M | 30k | 327.33 | |
| Johnson Controls International Plc equity (JCI) | 0.7 | $8.6M | 59k | 146.11 | |
| U.S. Bancorp (USB) | 0.6 | $7.6M | 125k | 60.40 | |
| American Express Company (AXP) | 0.6 | $7.1M | 21k | 338.25 | |
| Goldman Sachs (GS) | 0.6 | $6.8M | 6.8k | 1011.37 | |
| Johnson & Johnson (JNJ) | 0.5 | $6.5M | 26k | 253.97 | |
| Visa (V) | 0.5 | $6.4M | 19k | 343.09 | |
| Procter & Gamble Company (PG) | 0.5 | $6.4M | 44k | 146.64 | |
| Blackrock (BLK) | 0.5 | $5.8M | 6.0k | 961.56 | |
| Waste Management (WM) | 0.5 | $5.7M | 26k | 222.88 | |
| Merck & Co (MRK) | 0.5 | $5.7M | 44k | 128.50 | |
| Coca-Cola Company (KO) | 0.4 | $5.5M | 68k | 81.27 | |
| Chevron Corporation (CVX) | 0.4 | $5.4M | 33k | 165.76 | |
| Putnam Focused Large Cap Value Etf (PVAL) | 0.4 | $5.3M | 103k | 50.95 | |
| Qualcomm (QCOM) | 0.4 | $5.0M | 27k | 184.79 | |
| Home Depot (HD) | 0.4 | $4.7M | 13k | 352.68 | |
| UnitedHealth (UNH) | 0.4 | $4.7M | 11k | 415.63 | |
| McDonald's Corporation (MCD) | 0.4 | $4.5M | 17k | 270.31 | |
| Fidelity Covington (FFLC) | 0.4 | $4.5M | 77k | 58.91 | |
| Cme (CME) | 0.4 | $4.4M | 20k | 220.83 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $4.2M | 50k | 83.75 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.3 | $3.4M | 5.0k | 686.76 | |
| Paychex (PAYX) | 0.3 | $3.3M | 33k | 98.33 | |
| Verizon Communications (VZ) | 0.3 | $3.2M | 76k | 42.34 | |
| iShares S&P 500 Growth Index (IVW) | 0.2 | $3.0M | 22k | 137.53 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $3.0M | 39k | 77.11 | |
| RBB (TBIL) | 0.1 | $1.7M | 34k | 49.86 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $1.5M | 16k | 98.98 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.5M | 15k | 96.58 | |
| Edwards Lifesciences (EW) | 0.1 | $1.4M | 16k | 90.46 | |
| 3M Company (MMM) | 0.1 | $1.3M | 8.3k | 161.91 | |
| SYSCO Corporation (SYY) | 0.1 | $1.3M | 16k | 83.58 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.2M | 14k | 86.09 | |
| salesforce (CRM) | 0.1 | $939k | 6.0k | 156.66 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $758k | 2.5k | 303.12 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $745k | 1.5k | 500.39 | |
| Colgate-Palmolive Company (CL) | 0.1 | $733k | 8.0k | 91.68 | |
| Labcorp Holdings (LH) | 0.1 | $672k | 2.4k | 280.00 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $669k | 13k | 52.41 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $668k | 1.9k | 357.37 | |
| IDEX Corporation (IEX) | 0.1 | $660k | 2.9k | 226.95 | |
| General Mills (GIS) | 0.1 | $650k | 19k | 34.80 | |
| Dow (DOW) | 0.1 | $647k | 24k | 27.36 | |
| Exxon Mobil Corp | 0.1 | $627k | 4.6k | 136.72 | |
| United Rentals (URI) | 0.0 | $512k | 452.00 | 1132.89 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $463k | 3.6k | 128.09 | |
| SPDR Gold Trust (GLD) | 0.0 | $429k | 1.2k | 368.38 | |
| NVIDIA Corporation (NVDA) | 0.0 | $418k | 2.1k | 200.10 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $396k | 7.4k | 53.17 | |
| M&T Bank Corporation (MTB) | 0.0 | $383k | 1.6k | 238.01 | |
| Automatic Data Processing (ADP) | 0.0 | $381k | 1.7k | 223.95 | |
| Vanguard Ny Tax Free Fds (MUNY) | 0.0 | $360k | 3.5k | 103.99 | |
| Extra Space Storage (EXR) | 0.0 | $347k | 2.4k | 145.30 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $342k | 1.1k | 300.51 | |
| Mondelez Int (MDLZ) | 0.0 | $339k | 5.9k | 57.84 | |
| At&t (T) | 0.0 | $338k | 16k | 20.70 | |
| Lake Shore Bancorp (LSBK) | 0.0 | $325k | 18k | 17.81 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.0 | $311k | 4.1k | 75.25 | |
| Teradyne (TER) | 0.0 | $287k | 593.00 | 483.84 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $281k | 287.00 | 978.12 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $261k | 2.4k | 110.60 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $243k | 3.4k | 71.25 | |
| Truist Financial Corp equities (TFC) | 0.0 | $240k | 4.8k | 49.82 | |
| Travelers Companies (TRV) | 0.0 | $231k | 700.00 | 330.12 | |
| Honeywell Aerospace (HONA) | 0.0 | $216k | 978.00 | 221.08 | |
| International Business Machines (IBM) | 0.0 | $212k | 753.00 | 281.21 | |
| D.R. Horton (DHI) | 0.0 | $208k | 1.3k | 162.88 | |
| Tencent Hldgs Ltd F Unsponsore Adr (TCEHY) | 0.0 | $201k | 3.6k | 55.22 | |
| Gain Therapeutics (GANX) | 0.0 | $31k | 15k | 2.03 | |
| Northern Dynasty Minerals Lt (NAK) | 0.0 | $20k | 10k | 1.92 | |
| Nevgold Corp New F | 0.0 | $15k | 10k | 1.49 |
