Sandhill Capital Partners LLC
Sector Allocation
- Technology45.3%$557.0M
- Industrials16.2%$199.3M
- Other12.8%$157.6M
- Healthcare8.4%$103.2M
- Financials7.7%$94.1M
- Consumer Discretionary4.0%$49.1M
- Materials3.3%$40.4M
- Consumer Staples1.1%$13.7M
- Energy0.5%$6.0M
- Utilities0.5%$5.7M
AUM History
13fpro.ai/research/fund/sandhill-capital-partners-llc-1556245
Conviction and streaks
Diversifying · top 10 = 43.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- STATE$100.2M
APH
$58.2MGE
$53.0MTXN
$51.3MSYK
$49.5MPANW
$48.2MSCHW
$43.8MMSFT
$42.5MNOW
$41.6MFSS
$40.8MCR
$40.8MSPXC
$39.8MLIN
$39.7MFPS
$39.7MGWRE
$39.1MTT
$38.6MAMZN
$38.5MANET
$38.3MAVGO
$38.2MUBER
$38.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sandhill-capital-partners-llc-1556245
Sandhill Capital Partners LLC 13F holdings — Q2 2026
$1.2B portfolio (+5.8% QoQ) · 98 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
STATE STREET SPDR BLOOMBERG 1- - COM
$100.2M
8.2% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— $58.2M
4.7% of stocks
-13%This quarter-9.2%Since filed10+ qtrsHeld$53.0M
4.3% of stocks
-9%This quarter-20.0%Since filed9 qtrsHeldAIQuality72.7#139Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row$51.3M
4.2% of stocks
-7%This quarter+9.0%Since filed10+ qtrsHeld$49.5M
4.0% of stocks
+42%This quarter-10.3%Since filed2 qtrsHeld$48.2M
3.9% of stocks
-47%This quarter-1.4%Since filed10+ qtrsHeldAIQuality65.5#471Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$43.8M
3.6% of stocks
-8%This quarter-18.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$42.5M
3.5% of stocks
-6%This quarter+7.2%Since filed10+ qtrsHeld$41.6M
3.4% of stocks
-23%This quarter+24.3%Since filed10+ qtrsHeld$40.8M
3.3% of stocks
NewThis quarter-7.3%Since filedNew this quarterHeld
All holdings — Sandhill Capital Partners LLC (Q2 2026)
98 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Crane Co | Industrials | $40.8M | 3.3% | 183K | -13% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SPX Technologies, Inc. | Industrials | $39.8M | 3.2% | 162K | -8% | 9 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | LINDE PLC | Materials | $39.7M | 3.2% | 77K | -7% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Forgent Power Solutions, Inc. | Technology | $39.7M | 3.2% | 710K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Guidewire Software, Inc. | Technology | $39.1M | 3.2% | 318K | +31% | 5 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Trane Technologies plc | Technology | $38.6M | 3.1% | 79K | -9% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AMAZON COM INC | Consumer Discretionary | $38.5M | 3.1% | 162K | -6% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Arista Networks, Inc. | Technology | $38.3M | 3.1% | 225K | -17% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Broadcom Inc. | Technology | $38.2M | 3.1% | 101K | -10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Uber Technologies, Inc | Technology | $38.0M | 3.1% | 527K | -8% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | INTUITIVE SURGICAL INC | Healthcare | $32.1M | 2.6% | 81K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BADGER METER INC | Technology | $29.9M | 2.4% | 202K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AECOM | Technology | $28.9M | 2.4% | 415K | -29% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CATERPILLAR INC | Industrials | $14.5M | 1.2% | 14K | -4% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES 0-3 MONTH TREASURY BON - COMetf/fund | — | $13.6M | 1.1% | 136K | +4% | — | — | 13F |
| 26 | $AAPL | Apple Inc. | Technology | $13.4M | 1.1% | 46K | +1% | |||
| 27 | — | ISHARES CORE S&P 500 ETF - COM | — | $11.5M | 0.9% | 15K | +143% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $9.8M | 0.8% | 30K | -0.4% | |||
| 29 | $JCI | Johnson Controls International plc | Industrials | $8.6M | 0.7% | 59K | -1% | |||
| 30 | $USB | US BANCORP \DE\ | Financials | $7.6M | 0.6% | 125K | -3% | |||
| 31 | $AXP | AMERICAN EXPRESS CO | Financials | $7.1M | 0.6% | 21K | +5% | |||
| 32 | $GS | GOLDMAN SACHS GROUP INC | Financials | $6.8M | 0.6% | 6,759 | +2% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $6.5M | 0.5% | 26K | -0.9% | |||
| 34 | $V | VISA INC. | Financials | $6.4M | 0.5% | 19K | +45% | |||
| 35 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $6.4M | 0.5% | 44K | -6% | |||
| 36 | $BLK | BlackRock, Inc. | Financials | $5.8M | 0.5% | 6,028 | -0.5% | |||
| 37 | $WM | WASTE MANAGEMENT INC | Utilities | $5.7M | 0.5% | 26K | -1% | |||
| 38 | $MRK | Merck & Co., Inc. | Healthcare | $5.7M | 0.5% | 44K | +0.1% | |||
| 39 | $KO | COCA COLA CO | Consumer Staples | $5.5M | 0.5% | 68K | -0.9% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $5.4M | 0.4% | 33K | -0.9% | |||
| 41 | — | PUTNAM FOCUSED LARGE CAP VALUE - COM | — | $5.3M | 0.4% | 103K | +165% | |||
| 42 | $QCOM | QUALCOMM INC/DE | Technology | $5.0M | 0.4% | 27K | -6% | |||
| 43 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.7M | 0.4% | 13K | -7% | |||
| 44 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.7M | 0.4% | 11K | +9% | |||
| 45 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.5M | 0.4% | 17K | +1.0% | |||
| 46 | — | FIDELITY FUNDAMENTAL LARGE CAP - COM | — | $4.5M | 0.4% | 77K | +149% | |||
| 47 | $CME | CME GROUP INC. | Financials | $4.4M | 0.4% | 20K | +0.3% | |||
| 48 | — | VANGUARD FTSE ALL-WORLD EX-US - COM | — | $4.2M | 0.3% | 50K | +231% | |||
| 49 | — | VANGUARD S&P 500 ETF - COM | — | $3.4M | 0.3% | 4,968 | +23% | |||
| 50 | $PAYX | PAYCHEX INC | Technology | $3.3M | 0.3% | 33K | +3% | |||
| 51 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.2M | 0.3% | 76K | +5% | |||
| 52 | — | ISHARES S&P 500 GROWTH ETF - COM | — | $3.0M | 0.3% | 22K | +232% | |||
| 53 | — | ISHARES CORE S&P MID-CAP ETF - COM | — | $3.0M | 0.3% | 39K | +145% | |||
| 54 | — | F/M US TREASURY 3 MONTH BILL F - COM | — | $1.7M | 0.1% | 34K | +147% | |||
| 55 | — | ISHARES CORE U.S. AGGREGATE BO - COM | — | $1.5M | 0.1% | 15K | +55% | |||
| 56 | — | ISHARES CORE MSCI EAFE ETF - COM | — | $1.5M | 0.1% | 15K | +0.1% | |||
| 57 | $EW | Edwards Lifesciences Corp | Healthcare | $1.4M | 0.1% | 16K | — | |||
| 58 | $MMM | 3M CO | Healthcare | $1.3M | 0.1% | 8,324 | -2% | |||
| 59 | $SYY | SYSCO CORP | Consumer Discretionary | $1.3M | 0.1% | 16K | — | |||
| 60 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $1.2M | 0.1% | 14K | -0.2% | |||
| 61 | $CRM | Salesforce, Inc. | Technology | $939K | 0.1% | 5,992 | -56% | |||
| 62 | — | VANGUARD MORNINGSTAR SMALL-CAP - COM | — | $758K | 0.1% | 2,502 | — | |||
| 63 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $745K | 0.1% | 1,488 | +6% | |||
| 64 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $733K | 0.1% | 8,000 | — | |||
| 65 | $LH | LABCORP HOLDINGS INC. | Healthcare | $672K | 0.1% | 2,400 | — | |||
| 66 | — | ISHARES 1-5 YEAR INVESTMENT GR - COM | — | $669K | 0.1% | 13K | New | |||
| 67 | $GOOGL | Alphabet Inc. | Technology | $668K | 0.1% | 1,869 | +4% | |||
| 68 | $IEX | IDEX CORP /DE/ | Industrials | $660K | 0.1% | 2,907 | — | |||
| 69 | $GIS | GENERAL MILLS INC | Consumer Staples | $650K | 0.1% | 19K | -2% | |||
| 70 | $DOW | DOW INC. | Materials | $647K | 0.1% | 24K | — | |||
| 71 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $626K | 0.1% | 4,582 | -0.9% | |||
| 72 | $URI | UNITED RENTALS, INC. | Industrials | $512K | 0.0% | 452 | — | |||
| 73 | — | AVANTIS US EQUITY ETF - COM | — | $463K | 0.0% | 3,611 | -0.7% | |||
| 74 | $GLD | SPDR GOLD TRUST | Financials | $429K | 0.0% | 1,164 | -0.7% | |||
| 75 | $NVDA | NVIDIA CORP | Technology | $418K | 0.0% | 2,089 | +6% | |||
| 76 | — | ISHARES 5-10 YEAR INVESTMENT G - COM | — | $396K | 0.0% | 7,440 | -3% | |||
| 77 | $MTB | M&T BANK CORP | Financials | $383K | 0.0% | 1,608 | -10% | |||
| 78 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $380K | 0.0% | 1,699 | — | |||
| 79 | — | VANGUARD NEW YORK TAX-EXEMPT B - COM | — | $360K | 0.0% | 3,461 | New | |||
| 80 | $EXR | Extra Space Storage Inc. | Real Estate | $347K | 0.0% | 2,388 | -8% | |||
| 81 | — | ISHARES RUSSELL 2000 ETF - COM | — | $342K | 0.0% | 1,138 | +10% | |||
| 82 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $339K | 0.0% | 5,860 | — | |||
| 83 | $T | AT&T INC. | Communication Services | $338K | 0.0% | 16K | -2% | |||
| 84 | $LSBK | Lake Shore Bancorp, Inc. /MD/ | Financials | $324K | 0.0% | 18K | +0.6% | |||
| 85 | — | VANGUARD LONG-TERM CORPORATE B - COM | — | $311K | 0.0% | 4,130 | -0.2% | |||
| 86 | $TER | TERADYNE, INC | Technology | $287K | 0.0% | 593 | New | |||
| 87 | $PH | Parker-Hannifin Corp | Industrials | $281K | 0.0% | 287 | — | |||
| 88 | — | LVMH MOET HENNESSY LOU F SPONS - COM | — | $261K | 0.0% | 2,359 | — | |||
| 89 | — | VANGUARD FTSE DEVELOPED MARKET - COM | — | $243K | 0.0% | 3,411 | New | |||
| 90 | $TFC | TRUIST FINANCIAL CORP | Financials | $240K | 0.0% | 4,818 | — | |||
| 91 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $231K | 0.0% | 700 | — | |||
| 92 | $HONA | Honeywell Aerospace Inc. | Industrials | $216K | 0.0% | 978 | New | |||
| 93 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $212K | 0.0% | 753 | New | |||
| 94 | $DHI | HORTON D R INC /DE/ | Industrials | $208K | 0.0% | 1,279 | New | |||
| 95 | — | TENCENT HLDGS LTD F UNSPONSORE - ADR | — | $201K | 0.0% | 3,646 | — | |||
| 96 | $GANX | Gain Therapeutics, Inc. | Healthcare | $31K | 0.0% | 15K | — | |||
| 97 | $NAK | NORTHERN DYNASTY MINERALS LTD | Materials | $19K | 0.0% | 10K | New | |||
| 98 | — | NEVGOLD CORP NEW F - COM | — | $15K | 0.0% | 10K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 29 added to, 41 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
first bought this quarter
first bought this quarter
$BMIBADGER METER INC$29.9M
first bought this quarter
- ISHARES 1-5 YEAR INVESTMENT GR - COM$669K
first bought this quarter
- VANGUARD NEW YORK TAX-EXEMPT B - COM$360K
first bought this quarter
$TERTERADYNE, INC$287K
first bought this quarter
+6 more in the Excel export
Added to (29)
now $49.5M · held 2 qtrs, 2 adds in a row
now $39.1M · held 5 qtrs, 3 adds in a row
- ISHARES CORE S&P 500 ETF - COM+143%
now $11.5M
- PUTNAM FOCUSED LARGE CAP VALUE - COM+165%
now $5.3M
- VANGUARD FTSE ALL-WORLD EX-US - COM+231%
now $4.2M
- FIDELITY FUNDAMENTAL LARGE CAP - COM+149%
now $4.5M
+23 more in the Excel export
Trimmed (41)
now $48.2M · held 10+ qtrs, 3 trims in a row
- STATE STREET SPDR BLOOMBERG 1- - COM-13%
now $100.2M
now $41.6M · held 10+ qtrs
$ACMAECOM-29%
now $28.9M · held 7 qtrs
now $58.2M · held 10+ qtrs, 4 trims in a row
now $38.3M · held 6 qtrs, 3 trims in a row
+35 more in the Excel export
Holdings by quarter
Every 13F Sandhill Capital Partners LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sandhill Capital Partners?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sandhill Capital Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.3%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter; 44% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sandhill Capital Partners LLC disclosed 98 positions worth $1.2B in its Form 13F-HR for Q2 2026, followed by $APH and $GE. During the quarter the fund opened 12 new positions and exited 9 — including a new stake in $FSS and a full exit from $AJG. The portfolio is most concentrated in Technology (45.3% of disclosed assets). All figures are sourced directly from Sandhill Capital Partners LLC’s Form 13F-HR filing with the SEC under CIK 1556245.
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Every holding in Sandhill Capital Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.