Sandhill Capital Partners LLC
13F Reported Value
ⓘ$1.2B
Holdings
98
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (49.6% 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
Diversifying
$APH
$GE
$TXN
$PANW
$GWRE
$GOOGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
STATE STREET SPDR BLOOMBERG 1- - COM
—Quality
$100.2M1,093,403 sh- 79.3#41
Quality
$58.2M330,298 sh - 73.8#127
Quality
$53.0M141,688 sh - 73.4
Quality
$51.3M171,972 sh - 72.1
Quality
$49.5M157,336 sh - 65.5
Quality
$48.2M141,336 sh - 79.4
Quality
$43.8M474,705 sh - 79.8
Quality
$42.5M114,044 sh - 72.9
Quality
$41.6M418,829 sh - 68.7
Quality
$40.8M317,427 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STATE STREET SPDR BLOOMBERG 1- - COM | — | $100.2M | 1,093,403 |
| AMPHENOL CORP /DE/$APH | 79.3#41 | $58.2M | 330,298 |
| GENERAL ELECTRIC CO$GE | 73.8#127 | $53.0M | 141,688 |
| TEXAS INSTRUMENTS INC$TXN | 73.4 | $51.3M | 171,972 |
 STRYKER CORP$SYK | 72.1 | $49.5M | 157,336 |
| Palo Alto Networks Inc$PANW | 65.5 | $48.2M | 141,336 |
 SCHWAB CHARLES CORP$SCHW | 79.4 | $43.8M | 474,705 |
 MICROSOFT CORP$MSFT | 79.8 | $42.5M | 114,044 |
 ServiceNow, Inc.$NOW | 72.9 | $41.6M | 418,829 |
 FEDERAL SIGNAL CORP /DE/$FSS | 68.7 | $40.8M | 317,427 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sandhill Capital Partners LLC's 98 positions.
Showing top 10 of 98 holdings.
Sector Allocation
Technology
$609.8M
Other
$157.6M
Industrials
$146.6M
Healthcare
$103.2M
Financials
$94.1M
Consumer Discretionary
$49.1M
Materials
$40.4M
Consumer Staples
$13.7M
Full Holdings — Sandhill Capital Partners LLC (Q2 2026)
All 98 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- - COM | $100.2M | 8.2% | -13% | — |
| 2 | $APH | AMPHENOL CORP /DE/ | $58.2M | 4.7% | -13% | 79.3 |
| 3 | $GE | GENERAL ELECTRIC CO | $53.0M | 4.3% | -9% | 73.8 |
| 4 | $TXN | TEXAS INSTRUMENTS INC | $51.3M | 4.2% | -7% | 73.4 |
| 5 | $SYK | STRYKER CORP | $49.5M | 4.0% | +42% | 72.1 |
| 6 | $PANW | Palo Alto Networks Inc | $48.2M | 3.9% | -47% | 65.5 |
| 7 | $SCHW | SCHWAB CHARLES CORP | $43.8M | 3.6% | -8% | 79.4 |
| 8 | $MSFT | MICROSOFT CORP | $42.5M | 3.5% | -6% | 79.8 |
| 9 | $NOW | ServiceNow, Inc. | $41.6M | 3.4% | -23% | 72.9 |
| 10 | $FSS | FEDERAL SIGNAL CORP /DE/ | $40.8M | 3.3% | NEW | 68.7 |
| 11 |  $CR | Crane Co | $40.8M | 3.3% | -13% | 66.9 |
| 12 |  $SPXC | SPX Technologies, Inc. | $39.8M | 3.2% | -8% | 69.2 |
| 13 |  $LIN | LINDE PLC | $39.7M | 3.2% | -7% | — |
| 14 |  $FPS | Forgent Power Solutions, Inc. | $39.7M | 3.2% | NEW | — |
| 15 | $GWRE | Guidewire Software, Inc. | $39.1M | 3.2% | +31% | 67.3 |
| 16 |  $TT | Trane Technologies plc | $38.6M | 3.1% | -9% | — |
| 17 |  $AMZN | AMAZON COM INC | $38.5M | 3.1% | -6% | 68.7 |
| 18 |  $ANET | Arista Networks, Inc. | $38.3M | 3.1% | -17% | 81.9 |
| 19 |  $AVGO | Broadcom Inc. | $38.2M | 3.1% | -10% | 84.5 |
| 20 |  $UBER | Uber Technologies, Inc | $38.0M | 3.1% | -8% | 73.5 |
| 21 |  $ISRG | INTUITIVE SURGICAL INC | $32.1M | 2.6% | +1% | 79.9 |
| 22 |  $BMI | BADGER METER INC | $29.9M | 2.4% | NEW | 61 |
| 23 |  $ACM | AECOM | $28.9M | 2.4% | -29% | 47.1 |
| 24 |  $CAT | CATERPILLAR INC | $14.5M | 1.2% | -4% | 66.5 |
| 25 | — | ISHARES 0-3 MONTH TREASURY BON - COM | $13.6M | 1.1% | +4% | — |
| 26 |  $AAPL | Apple Inc. | $13.4M | 1.1% | +1% | 76.4 |
| 27 | — | ISHARES CORE S&P 500 ETF - COM | $11.5M | 0.9% | +143% | — |
| 28 |  $JPM | JPMORGAN CHASE & CO | $9.8M | 0.8% | -0% | 70.7 |
| 29 |  $JCI | Johnson Controls International plc | $8.6M | 0.7% | -1% | — |
| 30 |  $USB | US BANCORP \DE\ | $7.6M | 0.6% | -3% | 65.3 |
| 31 |  $AXP | AMERICAN EXPRESS CO | $7.1M | 0.6% | +5% | 69.4 |
| 32 |  $GS | GOLDMAN SACHS GROUP INC | $6.8M | 0.6% | +2% | 73.5 |
| 33 |  $JNJ | JOHNSON & JOHNSON | $6.5M | 0.5% | -1% | 69 |
| 34 |  $V | VISA INC. | $6.4M | 0.5% | +45% | 82.9 |
| 35 |  $PG | PROCTER & GAMBLE Co | $6.4M | 0.5% | -6% | 64.6 |
| 36 |  $BLK | BlackRock, Inc. | $5.8M | 0.5% | -0% | 70 |
| 37 |  $WM | WASTE MANAGEMENT INC | $5.7M | 0.5% | -1% | 67.6 |
| 38 |  $MRK | Merck & Co., Inc. | $5.7M | 0.5% | +0% | 59.9 |
| 39 |  $KO | COCA COLA CO | $5.5M | 0.5% | -1% | 69.5 |
| 40 |  $CVX | CHEVRON CORP | $5.4M | 0.4% | -1% | 62.8 |
| 41 | — | PUTNAM FOCUSED LARGE CAP VALUE - COM | $5.3M | 0.4% | +165% | — |
| 42 |  $QCOM | QUALCOMM INC/DE | $5.0M | 0.4% | -6% | 70.5 |
| 43 |  $HD | HOME DEPOT, INC. | $4.7M | 0.4% | -7% | 60.3 |
| 44 |  $UNH | UNITEDHEALTH GROUP INC | $4.7M | 0.4% | +9% | 62.7 |
| 45 |  $MCD | MCDONALDS CORP | $4.5M | 0.4% | +1% | 69 |
| 46 | — | FIDELITY FUNDAMENTAL LARGE CAP - COM | $4.5M | 0.4% | +149% | — |
| 47 |  $CME | CME GROUP INC. | $4.4M | 0.4% | +0% | 69.5 |
| 48 | — | VANGUARD FTSE ALL-WORLD EX-US - COM | $4.2M | 0.3% | +231% | — |
| 49 | — | VANGUARD S&P 500 ETF - COM | $3.4M | 0.3% | +23% | — |
| 50 |  $PAYX | PAYCHEX INC | $3.3M | 0.3% | +3% | 74.6 |
| 51 |  $VZ | VERIZON COMMUNICATIONS INC | $3.2M | 0.3% | +5% | 65.8 |
| 52 | — | ISHARES S&P 500 GROWTH ETF - COM | $3.0M | 0.3% | +232% | — |
| 53 | — | ISHARES CORE S&P MID-CAP ETF - COM | $3.0M | 0.3% | +145% | — |
| 54 | — | F/M US TREASURY 3 MONTH BILL F - COM | $1.7M | 0.1% | +147% | — |
| 55 | — | ISHARES CORE U.S. AGGREGATE BO - COM | $1.5M | 0.1% | +55% | — |
| 56 | — | ISHARES CORE MSCI EAFE ETF - COM | $1.5M | 0.1% | +0% | — |
| 57 |  $EW | Edwards Lifesciences Corp | $1.4M | 0.1% | +0% | 69.4 |
| 58 |  $MMM | 3M CO | $1.3M | 0.1% | -2% | 64.9 |
| 59 |  $SYY | SYSCO CORP | $1.3M | 0.1% | +0% | 54.7 |
| 60 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $1.2M | 0.1% | -0% | 65.7 |
| 61 |  $CRM | Salesforce, Inc. | $938,707 | 0.1% | -56% | 77 |
| 62 | — | VANGUARD MORNINGSTAR SMALL-CAP - COM | $758,406 | 0.1% | +0% | — |
| 63 |  $BRK.B | BERKSHIRE HATHAWAY INC | $744,580 | 0.1% | +6% | 73.8 |
| 64 |  $CL | COLGATE PALMOLIVE CO | $733,440 | 0.1% | +0% | 61.3 |
| 65 |  $LH | LABCORP HOLDINGS INC. | $672,000 | 0.1% | +0% | 65 |
| 66 | — | ISHARES 1-5 YEAR INVESTMENT GR - COM | $669,014 | 0.1% | NEW | — |
| 67 | $GOOG | Alphabet Inc. | $667,930 | 0.1% | +4% | 78.2 |
| 68 |  $IEX | IDEX CORP /DE/ | $659,744 | 0.1% | +0% | 60.9 |
| 69 |  $GIS | GENERAL MILLS INC | $650,203 | 0.1% | -2% | 50.7 |
| 70 |  $DOW | DOW INC. | $647,228 | 0.1% | +0% | 40.2 |
| 71 |  $XOM.R34088 | EXXON MOBIL CORP | $626,451 | 0.1% | -1% | 57.9 |
| 72 |  $URI | UNITED RENTALS, INC. | $512,066 | 0.0% | +0% | 63.9 |
| 73 | — | AVANTIS US EQUITY ETF - COM | $462,545 | 0.0% | -1% | — |
| 74 |  $GLD | SPDR GOLD TRUST | $428,794 | 0.0% | -1% | — |
| 75 |  $NVDA | NVIDIA CORP | $418,007 | 0.0% | +6% | 85.9 |
| 76 | — | ISHARES 5-10 YEAR INVESTMENT G - COM | $395,590 | 0.0% | -3% | — |
| 77 |  $MTB | M&T BANK CORP | $382,720 | 0.0% | -10% | 58.6 |
| 78 |  $ADP | AUTOMATIC DATA PROCESSING INC | $380,491 | 0.0% | +0% | 69.8 |
| 79 | — | VANGUARD NEW YORK TAX-EXEMPT B - COM | $359,912 | 0.0% | NEW | — |
| 80 |  $EXR | Extra Space Storage Inc. | $346,976 | 0.0% | -8% | 64.3 |
| 81 | — | ISHARES RUSSELL 2000 ETF - COM | $341,981 | 0.0% | +10% | — |
| 82 |  $MDLZ | Mondelez International, Inc. | $338,942 | 0.0% | +0% | 56.4 |
| 83 |  $T | AT&T INC. | $337,824 | 0.0% | -2% | 65.7 |
| 84 |  $LSBK | Lake Shore Bancorp, Inc. /MD/ | $324,470 | 0.0% | +1% | 53.7 |
| 85 | — | VANGUARD LONG-TERM CORPORATE B - COM | $310,782 | 0.0% | -0% | — |
| 86 |  $TER | TERADYNE, INC | $286,917 | 0.0% | NEW | 77.3 |
| 87 |  $PH | Parker-Hannifin Corp | $280,720 | 0.0% | +0% | 65.8 |
| 88 | — | LVMH MOET HENNESSY LOU F SPONS - COM | $260,905 | 0.0% | +0% | — |
| 89 | — | VANGUARD FTSE DEVELOPED MARKET - COM | $243,034 | 0.0% | NEW | — |
| 90 |  $TFC | TRUIST FINANCIAL CORP | $240,033 | 0.0% | +0% | 76.4 |
| 91 |  $TRV | TRAVELERS COMPANIES, INC. | $231,084 | 0.0% | +0% | 75.9 |
| 92 |  $HONA | Honeywell Aerospace Inc. | $216,216 | 0.0% | NEW | — |
| 93 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $211,751 | 0.0% | NEW | 70 |
| 94 |  $DHI | HORTON D R INC /DE/ | $208,324 | 0.0% | NEW | 53.6 |
| 95 | — | TENCENT HLDGS LTD F UNSPONSORE - ADR | $201,332 | 0.0% | +0% | — |
| 96 |  $GANX | Gain Therapeutics, Inc. | $31,262 | 0.0% | +0% | — |
| 97 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $19,452 | 0.0% | NEW | — |
| 98 | — | NEVGOLD CORP NEW F - COM | $14,900 | 0.0% | NEW | — |
New Positions (12)
$FSS FEDERAL SIGNAL CORP /DE/$40.8M$FPS Forgent Power Solutions, Inc.$39.7M$BMI BADGER METER INC$29.9M$TER TERADYNE, INC$286,917$HONA Honeywell Aerospace Inc.$216,216$IBM INTERNATIONAL BUSINESS MACHINES CORP$211,751$DHI HORTON D R INC /DE/$208,324$NAK NORTHERN DYNASTY MINERALS LTD$19,452
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