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Sandhill Capital Partners LLC 13F holdings

Filed 2026-08-13 · Sandhill Capital Partners LLC · 98 positions · $1.2B

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TickerCompanySharesValue% of portfolio
BILSTATE STREET SPDR BLOOMBERG 1-1.1M$100.2M8.1%
APHAMPHENOL CORP NEW CLASS A330.3K$58.2M4.7%
GEGE AEROSPACE141.7K$53.0M4.3%
TXNTEXAS INSTRS INC172.0K$51.3M4.2%
SYKSTRYKER CORP157.3K$49.5M4.0%
PANWPALO ALTO NETWORKS INC141.3K$48.2M3.9%
SCHWCHARLES SCHWAB CORP474.7K$43.8M3.6%
MSFTMICROSOFT CORP114.0K$42.5M3.5%
NOWSERVICENOW INC418.8K$41.6M3.4%
FSSFEDERAL SIGNAL CORP317.4K$40.8M3.3%
CRCRANE CO182.7K$40.8M3.3%
SPXCSPX TECHNOLOGIES INC162.4K$39.8M3.2%
LINLINDE PLC F76.6K$39.7M3.2%
FORGENTFORGENT PWR SOLUTION CLASS A709.9K$39.7M3.2%
GWREGUIDEWIRE SOFTWARE INC317.7K$39.1M3.2%
—TRANE TECHNOLOGIES PLC F78.5K$38.6M3.1%
AMZNAMAZON.COM INC161.7K$38.5M3.1%
ANETARISTA NETWORKS INC225.2K$38.3M3.1%
AVGOBROADCOM INC101.0K$38.2M3.1%
UBERUBER TECHNOLOGIES INC526.9K$38.0M3.1%
ISRGINTUITIVE SURGICAL INC80.8K$32.1M2.6%
BMIBADGER METER INC201.6K$29.9M2.4%
ACMAECOM414.7K$28.9M2.4%
CATCATERPILLAR INC13.6K$14.5M1.2%
SGOVISHARES 0-3 MONTH TREASURY BON135.6K$13.6M1.1%
AAPLAPPLE INC46.1K$13.4M1.1%
IVVISHARES CORE S&P 500 ETF15.4K$11.5M0.9%
JPMJPMORGAN CHASE & CO29.8K$9.8M0.8%
—JOHNSON CONTROLS INT F59.0K$8.6M0.7%
USBUS BANCORP DEL125.1K$7.6M0.6%
AXPAMERICAN EXPRESS CO21.0K$7.1M0.6%
GSGOLDMAN SACHS GROUP INC6.8K$6.8M0.6%
JNJJOHNSON & JOHNSON25.7K$6.5M0.5%
VVISA INC CLASS A18.7K$6.4M0.5%
PGPROCTER & GAMBLE CO43.8K$6.4M0.5%
BLKBLACKROCK INC NEW6.0K$5.8M0.5%
WMWASTE MGMT INC DEL25.6K$5.7M0.5%
MRKMERCK & CO. INC.44.1K$5.7M0.5%
KOTHE COCA-COLA CO68.1K$5.5M0.4%
CVXCHEVRON CORP NEW32.6K$5.4M0.4%
PVALPUTNAM FOCUSED LARGE CAP VALUE103.3K$5.3M0.4%
QCOMQUALCOMM INC27.3K$5.0M0.4%
HDHOME DEPOT INC13.4K$4.7M0.4%
UNHUNITEDHEALTH GROUP INC11.3K$4.7M0.4%
MCDMCDONALDS CORP16.8K$4.5M0.4%
FFLCFIDELITY FUNDAMENTAL LARGE CAP76.8K$4.5M0.4%
CMECME GROUP INC CLASS CLASS A20.0K$4.4M0.4%
VEUVANGUARD FTSE ALL-WORLD EX-US50.4K$4.2M0.3%
VOOVANGUARD S&P 500 ETF5.0K$3.4M0.3%
PAYXPAYCHEX INC33.2K$3.3M0.3%
VZVERIZON COMMUNICATIONS I75.7K$3.2M0.3%
IVWISHARES S&P 500 GROWTH ETF21.9K$3.0M0.2%
IJHISHARES CORE S&P MID-CAP ETF39.1K$3.0M0.2%
TBILF/M US TREASURY 3 MONTH BILL F34.2K$1.7M0.1%
AGGISHARES CORE U.S. AGGREGATE BO15.5K$1.5M0.1%
IEFAISHARES CORE MSCI EAFE ETF15.2K$1.5M0.1%
EWEDWARDS LIFESCIENCES COR15.8K$1.4M0.1%
MMM3M CO8.3K$1.3M0.1%
SYYSYSCO CORP16.1K$1.3M0.1%
ZBHZIMMER BIOMET HLDGS INC14.0K$1.2M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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