Sandhill Capital Partners LLC
13F Reported Value
ⓘ$1.2B
Holdings
95
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sandhill Capital Partners LLC disclosed 95 positions worth $1.2B in its Form 13F-HR for Q1 2026, followed by $NOW and $ACM. During the quarter the fund opened 8 new positions and exited 17 — including a new stake in $SYK and a full exit from $TYL. The portfolio is most concentrated in Technology (45.2% of disclosed assets). All figures are sourced directly from Sandhill Capital Partners LLC’s Form 13F-HR filing with the SEC under CIK 1556245.
AI Fund Analysis
Stable
$SCHW
$APH
$MSFT
$GE
$PANW$MSFT
$46432f842
$78468r663Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
STATE STREET SPDR BLOOMBERG 1-
—Quality
$115.1M1,256,313 sh- 76.0#115
Quality
$56.9M544,634 sh - 58.2#1,001
Quality
$49.7M585,464 sh - 77.2
Quality
$48.6M517,124 sh - 80.5
Quality
$47.9M378,730 sh - 83.7
Quality
$45.1M121,801 sh - 74.8
Quality
$44.0M155,133 sh - 66.5
Quality
$42.4M264,469 sh - 79.3
Quality
$41.4M574,944 sh - —
Quality
$41.0M82,723 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STATE STREET SPDR BLOOMBERG 1- | — | $115.1M | 1,256,313 |
 ServiceNow, Inc.$NOW | 76.0#115 | $56.9M | 544,634 |
 AECOM$ACM | 58.2#1,001 | $49.7M | 585,464 |
| SCHWAB CHARLES CORP$SCHW | 77.2 | $48.6M | 517,124 |
| AMPHENOL CORP /DE/$APH | 80.5 | $47.9M | 378,730 |
| MICROSOFT CORP$MSFT | 83.7 | $45.1M | 121,801 |
| GENERAL ELECTRIC CO$GE | 74.8 | $44.0M | 155,133 |
| Palo Alto Networks Inc$PANW | 66.5 | $42.4M | 264,469 |
 Uber Technologies, Inc$UBER | 79.3 | $41.4M | 574,944 |
 LINDE PLC$LIN | — | $41.0M | 82,723 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sandhill Capital Partners LLC's 95 positions.
Showing top 10 of 95 holdings.
Sector Allocation
Technology
$526.0M
Financials
$161.6M
Other
$147.9M
Healthcare
$92.4M
Industrials
$91.0M
Consumer Discretionary
$70.0M
Materials
$42.0M
Consumer Staples
$13.7M
Full Holdings — Sandhill Capital Partners LLC (Q1 2026)
All 95 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | STATE STREET SPDR BLOOMBERG 1- | $115.1M | 9.9% | +27% | — |
| 2 | $NOW | ServiceNow, Inc. | $56.9M | 4.9% | +66% | 76 |
| 3 | $ACM | AECOM | $49.7M | 4.3% | +24% | 58.2 |
| 4 | $SCHW | SCHWAB CHARLES CORP | $48.6M | 4.2% | -10% | 77.2 |
| 5 | $APH | AMPHENOL CORP /DE/ | $47.9M | 4.1% | -38% | 80.5 |
| 6 | $MSFT | MICROSOFT CORP | $45.1M | 3.9% | +340% | 83.7 |
| 7 | $GE | GENERAL ELECTRIC CO | $44.0M | 3.8% | -19% | 74.8 |
| 8 | $PANW | Palo Alto Networks Inc | $42.4M | 3.6% | -34% | 66.5 |
| 9 | $UBER | Uber Technologies, Inc | $41.4M | 3.6% | -10% | 79.3 |
| 10 | $LIN | LINDE PLC | $41.0M | 3.5% | -8% | — |
| 11 |  $AJG | Arthur J. Gallagher & Co. | $37.3M | 3.2% | +20% | 72.1 |
| 12 |  $ISRG | INTUITIVE SURGICAL INC | $36.7M | 3.2% | -30% | 81.4 |
| 13 |  $SYK | STRYKER CORP | $36.5M | 3.1% | NEW | 69.8 |
| 14 |  $GWRE | Guidewire Software, Inc. | $36.2M | 3.1% | +17% | 66.2 |
| 15 |  $CR | Crane Co | $36.1M | 3.1% | +126% | 64.8 |
| 16 |  $TXN | TEXAS INSTRUMENTS INC | $36.0M | 3.1% | +682% | 70.4 |
| 17 |  $TT | Trane Technologies plc | $35.8M | 3.1% | -9% | — |
| 18 |  $AMZN | AMAZON COM INC | $35.8M | 3.1% | +753% | 74.6 |
| 19 |  $SPXC | SPX Technologies, Inc. | $35.4M | 3.0% | -35% | 66 |
| 20 |  $AVGO | Broadcom Inc. | $34.7M | 3.0% | +178% | 86.4 |
| 21 |  $ANET | Arista Networks, Inc. | $33.4M | 2.9% | -28% | 86 |
| 22 |  $SPGI | S&P Global Inc. | $30.7M | 2.6% | -10% | 79.4 |
| 23 |  $BKNG | Booking Holdings Inc. | $23.2M | 2.0% | -8% | 55.3 |
| 24 | — | ISHARES 0-3 MONTH TREASURY BON | $13.2M | 1.1% | -44% | — |
| 25 |  $AAPL | Apple Inc. | $11.6M | 1.0% | -7% | 76.1 |
| 26 |  $CAT | CATERPILLAR INC | $10.1M | 0.9% | -11% | 67.8 |
| 27 |  $JPM | JPMORGAN CHASE & CO | $8.8M | 0.8% | -10% | 35.6 |
| 28 |  $JCI | Johnson Controls International plc | $7.8M | 0.7% | -8% | — |
| 29 |  $CVX | CHEVRON CORP | $6.8M | 0.6% | -5% | 54.7 |
| 30 |  $PG | PROCTER & GAMBLE Co | $6.7M | 0.6% | -5% | 72.9 |
| 31 |  $USB | US BANCORP DE | $6.7M | 0.6% | -87% | 71.4 |
| 32 |  $JNJ | JOHNSON & JOHNSON | $6.3M | 0.5% | -7% | 72.8 |
| 33 |  $AXP | AMERICAN EXPRESS CO | $6.1M | 0.5% | -8% | 73.2 |
| 34 |  $WM | WASTE MANAGEMENT INC | $6.0M | 0.5% | -6% | 70.7 |
| 35 |  $CME | CME GROUP INC. | $5.9M | 0.5% | -9% | 74.5 |
| 36 |  $BLK | BlackRock, Inc. | $5.8M | 0.5% | -11% | 70.3 |
| 37 |  $GS | GOLDMAN SACHS GROUP INC | $5.6M | 0.5% | +1% | — |
| 38 |  $MRK | Merck & Co., Inc. | $5.3M | 0.5% | -8% | 70.9 |
| 39 |  $KO | COCA COLA CO | $5.2M | 0.5% | -7% | 74 |
| 40 |  $MCD | MCDONALDS CORP | $5.2M | 0.4% | -6% | 73.9 |
| 41 |  $HD | HOME DEPOT, INC. | $4.7M | 0.4% | -5% | 69.2 |
| 42 | — | ISHARES CORE S&P 500 ETF | $4.1M | 0.4% | +130% | — |
| 43 |  $V | VISA INC. | $3.9M | 0.3% | -7% | 83.5 |
| 44 |  $QCOM | QUALCOMM INC/DE | $3.7M | 0.3% | -6% | 81.9 |
| 45 |  $VZ | VERIZON COMMUNICATIONS INC | $3.6M | 0.3% | -6% | 71.6 |
| 46 |  $PAYX | PAYCHEX INC | $3.0M | 0.3% | -9% | 75.1 |
| 47 |  $UNH | UNITEDHEALTH GROUP INC | $2.8M | 0.2% | -20% | 66.8 |
| 48 |  $CRM | Salesforce, Inc. | $2.5M | 0.2% | -9% | 75.2 |
| 49 | — | VANGUARD S&P 500 ETF | $2.4M | 0.2% | -1% | — |
| 50 | — | PUTNAM FOCUSED LARGE CAP VALUE | $1.8M | 0.2% | NEW | — |
| 51 | — | FIDELITY FUNDAMENTAL LARGE CAP | $1.6M | 0.1% | NEW | — |
| 52 | — | ISHARES CORE MSCI EAFE ETF | $1.4M | 0.1% | +14% | — |
| 53 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $1.3M | 0.1% | +0% | 64.9 |
| 54 |  $EW | Edwards Lifesciences Corp | $1.3M | 0.1% | -5% | 67.6 |
| 55 |  $MMM | 3M CO | $1.2M | 0.1% | -0% | 60.7 |
| 56 |  $SYY | SYSCO CORP | $1.1M | 0.1% | +0% | 58.4 |
| 57 | — | VANGUARD FTSE ALL-WORLD EX-US | $1.1M | 0.1% | NEW | — |
| 58 | — | ISHARES CORE S&P MID-CAP ETF | $1.1M | 0.1% | +94% | — |
| 59 | — | ISHARES CORE U.S. AGGREGATE BO | $991,882 | 0.1% | NEW | — |
| 60 |  $DOW | DOW INC. | $985,272 | 0.1% | -1% | 38 |
| 61 | — | VANGUARD 0-3 MONTH TREASURY BI | $870,505 | 0.1% | -67% | — |
| 62 |  $XOM | EXXON MOBIL CORP | $784,169 | 0.1% | -1% | 61.8 |
| 63 | — | ISHARES S&P 500 GROWTH ETF | $747,206 | 0.1% | NEW | — |
| 64 |  $GIS | GENERAL MILLS INC | $713,098 | 0.1% | +0% | 64.1 |
| 65 | — | F/M US TREASURY 3 MONTH BILL F | $691,907 | 0.1% | NEW | — |
| 66 |  $CL | COLGATE PALMOLIVE CO | $681,840 | 0.1% | +0% | 72.4 |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $675,672 | 0.1% | +15% | 64.5 |
| 68 | — | VANGUARD SMALL-CAP INDEX FUND | $655,324 | 0.1% | -4% | — |
| 69 |  $LH | LABCORP HOLDINGS INC. | $640,344 | 0.1% | +0% | 54.8 |
| 70 |  $IEX | IDEX CORP /DE/ | $551,022 | 0.1% | +0% | 60.6 |
| 71 |  $GOOG | Alphabet Inc. | $516,745 | 0.0% | +19% | 80.2 |
| 72 |  $GLD | SPDR GOLD TRUST | $504,300 | 0.0% | +40% | — |
| 73 |  $T | AT&T INC. | $484,713 | 0.0% | -6% | 71.9 |
| 74 |  $HON | HONEYWELL INTERNATIONAL INC | $442,566 | 0.0% | -14% | 65.7 |
| 75 | — | ISHARES 5-10 YEAR INVESTMENT G | $408,827 | 0.0% | +4% | — |
| 76 | — | AVANTIS US EQUITY ETF | $404,229 | 0.0% | +20% | — |
| 77 |  $MTB | M&T BANK CORP | $370,029 | 0.0% | -24% | 64.1 |
| 78 |  $ADP | AUTOMATIC DATA PROCESSING INC | $345,203 | 0.0% | +0% | 77.9 |
| 79 |  $NVDA | NVIDIA CORP | $342,696 | 0.0% | NEW | 90.2 |
| 80 |  $EXR | Extra Space Storage Inc. | $339,364 | 0.0% | +0% | 66.7 |
| 81 |  $MDLZ | Mondelez International, Inc. | $337,770 | 0.0% | -1% | 53.9 |
| 82 |  $URI | UNITED RENTALS, INC. | $329,309 | 0.0% | +0% | 70.7 |
| 83 | — | VANGUARD LONG-TERM CORPORATE B | $309,266 | 0.0% | -0% | — |
| 84 |  $ZTS | Zoetis Inc. | $296,471 | 0.0% | +0% | 72.6 |
| 85 |  $LSBK | Lake Shore Bancorp, Inc. /MD/ | $274,998 | 0.0% | -9% | — |
| 86 | — | ISHARES IBOXX $ INVESTMENT GRA | $272,474 | 0.0% | -5% | — |
| 87 | — | LVMH MOET HENNESSY LOU F SPONS | $257,697 | 0.0% | +0% | — |
| 88 |  $PH | Parker-Hannifin Corp | $256,934 | 0.0% | +0% | 73.8 |
| 89 | — | ISHARES RUSSELL 2000 ETF | $256,432 | 0.0% | -1% | — |
| 90 | — | TENCENT HLDGS LTD F UNSPONSORE | $230,500 | 0.0% | +0% | — |
| 91 |  $TFC | TRUIST FINANCIAL CORP | $221,483 | 0.0% | +0% | — |
| 92 |  $HUBB | HUBBELL INC | $216,907 | 0.0% | -100% | 68.7 |
| 93 |  $INTU | INTUIT INC. | $214,893 | 0.0% | +0% | 82 |
| 94 |  $TRV | TRAVELERS COMPANIES, INC. | $204,176 | 0.0% | -1% | 71.5 |
| 95 |  $GANX | Gain Therapeutics, Inc. | $29,876 | 0.0% | +0% | — |
New Positions (8)
Exited Positions (17)
$TYL TYLER TECHNOLOGIES INC
$CDNS CADENCE DESIGN SYSTEMS INC
$TTAN ServiceTitan, Inc.
$SITE SiteOne Landscape Supply, Inc.
$SPY SPDR S&P 500 ETF TRUST
$TSLA Tesla, Inc.
$BNL Broadstone Net Lease, Inc.
$INTC INTEL CORP
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/
$DHR DANAHER CORP /DE/
$BITB Bitwise Bitcoin ETF
$ADBE ADOBE INC.
$DIS Walt Disney Co
$MA Mastercard Inc
$IBM INTERNATIONAL BUSINESS MACHINES CORPBrowse Top Institutional Investors
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