Sandhill Capital Partners LLC Top Holdings and 13F Report (2025) About Sandhill Capital Partners LLCInvestment ActivitySandhill Capital Partners LLC has $1.39 billion in total holdings as of June 30, 2025.Sandhill Capital Partners LLC owns shares of 101 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.71% of the portfolio was purchased this quarter.About 5.53% of the portfolio was sold this quarter.This quarter, Sandhill Capital Partners LLC has purchased 93 new stocks and bought additional shares in 41 stocks.Sandhill Capital Partners LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $125,989,991Palo Alto Networks $85,621,717GE Aerospace $76,452,530ServiceNow $69,768,682Intuitive Surgical $64,173,042 Largest New Holdings this Quarter 40171V100 - Guidewire Software $24,409,808 Holding224408104 - Crane $11,596,962 Holding46436e718 - iShares 0-3 Month Treasury Bond ETF $9,775,086 Holding92826c839 - Visa $4,852,468 Holding88160r101 - Tesla $516,197 Holding Largest Purchases this Quarter Guidewire Software 103,673 shares (about $24.41M)ARISTA NETWORKS INC 136,602 shares (about $13.98M)Crane 61,072 shares (about $11.60M)iShares 0-3 Month Treasury Bond ETF 97,081 shares (about $9.78M)Visa 13,667 shares (about $4.85M) Largest Sales this Quarter Cadence Design Systems 56,082 shares (about $17.28M)Zoetis 90,573 shares (about $14.12M)Truist Financial 77,611 shares (about $3.34M)SiteOne Landscape Supply 21,162 shares (about $2.56M)Uber Technologies 23,196 shares (about $2.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSandhill Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$125,989,991$4,387,263 ▲3.6%1,373,4879.1%ETFPANWPalo Alto Networks$85,621,717$393,727 ▲0.5%418,4026.2%Computer and TechnologyGEGE Aerospace$76,452,530$1,173,441 ▼-1.5%297,0305.5%AerospaceNOWServiceNow$69,768,682$556,192 ▲0.8%67,8635.0%Computer and TechnologyISRGIntuitive Surgical$64,173,042$439,076 ▲0.7%118,0934.6%MedicalAPHAmphenol$63,070,726$233,840 ▲0.4%638,6914.5%Computer and TechnologyUBERUber Technologies$61,585,707$2,164,186 ▼-3.4%660,0834.4%Computer and TechnologyACMAECOM$55,294,139$108,120 ▲0.2%489,9364.0%ConstructionSCHWCharles Schwab$54,338,633$268,428 ▲0.5%595,5573.9%FinanceTYLTyler Technologies$53,413,335$433,368 ▲0.8%90,0973.8%Computer and TechnologySPXCSPX Technologies$47,629,672$323,119 ▲0.7%284,0513.4%Business ServicesHUBBHubbell$46,471,835$150,704 ▲0.3%113,7873.3%IndustrialsUSBU.S. Bancorp$45,706,414$485,306 ▲1.1%1,010,0873.3%FinanceSPGIS&P Global$43,486,432$311,627 ▲0.7%82,4723.1%FinanceLINDE PLC$43,271,501$567,238 ▲1.3%92,2283.1%COMTTTrane Technologies$41,881,782$79,609 ▲0.2%95,7493.0%ConstructionCDNSCadence Design Systems$41,090,878$17,281,668 ▼-29.6%133,3473.0%Computer and TechnologyARISTA NETWORKS INC$39,842,890$13,975,751 ▲54.0%389,4332.9%COMBKNGBooking$35,768,818$324,224 ▲0.9%6,1782.6%Retail/WholesaleSITESiteOne Landscape Supply$34,329,434$2,559,333 ▼-6.9%283,8552.5%IndustrialsDHRDanaher$28,864,810$664,724 ▼-2.3%146,1212.1%MedicalGWREGuidewire Software$24,409,808$24,409,808 ▲New Holding103,6731.8%Computer and TechnologyAVGOBroadcom$14,052,913$28,392 ▼-0.2%50,9811.0%Computer and TechnologyMSFTMicrosoft$13,623,961$13,927 ▲0.1%27,3901.0%Computer and TechnologyCRCrane$11,596,962$11,596,962 ▲New Holding61,0720.8%IndustrialsJPMJPMorgan Chase & Co.$10,300,647$1,530,746 ▲17.5%35,5300.7%FinanceAAPLApple$9,963,715$48,831 ▲0.5%48,5630.7%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$9,775,086$9,775,086 ▲New Holding97,0810.7%ETFAXPAmerican Express$7,245,152$37,002 ▼-0.5%22,7130.5%FinanceBLACKROCK INC NEW$7,209,397$5,246 ▼-0.1%6,8710.5%COMJCIJohnson Controls International$7,075,748$41,826 ▼-0.6%66,9920.5%ConstructionPGProcter & Gamble$6,368,213$41,901 ▲0.7%39,9710.5%Consumer StaplesWMWaste Management$6,259,486$9,611 ▼-0.2%27,3550.4%Business ServicesCATCaterpillar$6,244,746$5,823 ▲0.1%16,0860.4%IndustrialsHDHome Depot$5,456,153$28,232 ▲0.5%14,8810.4%Retail/WholesalePAYXPaychex$5,322,236$27,201 ▼-0.5%36,5890.4%Computer and TechnologyKOCocaCola$5,184,348$3,891 ▼-0.1%73,2770.4%Consumer StaplesCVXChevron$5,072,506$98,085 ▲2.0%35,4250.4%EnergyMCDMcDonald's$5,043,292$8,473 ▲0.2%17,2610.4%Retail/WholesaleQCOMQUALCOMM$4,999,251$83,613 ▼-1.6%31,3900.4%Computer and TechnologyTXNTexas Instruments$4,930,352$107,340 ▲2.2%23,7470.4%Computer and TechnologyVVisa$4,852,468$4,852,468 ▲New Holding13,6670.3%Business ServicesGSThe Goldman Sachs Group$4,745,464$123,856 ▲2.7%6,7050.3%FinanceCRMSalesforce$4,580,919$18,543 ▲0.4%16,7990.3%Computer and TechnologyUNHUnitedHealth Group$4,536,668$1,116,229 ▲32.6%14,5420.3%MedicalAMZNAmazon.com$4,443,086$13,822 ▲0.3%20,2520.3%Retail/WholesaleJNJJohnson & Johnson$4,279,826$50,714 ▲1.2%28,0180.3%MedicalMRKMerck & Co., Inc.$3,797,582$130,140 ▲3.5%47,9730.3%MedicalSYYSysco$3,601,248$304,251 ▼-7.8%47,5470.3%Consumer StaplesVZVerizon Communications$3,583,016$18,866 ▲0.5%82,8060.3%Computer and TechnologyDOWDOW$1,786,528$47,187 ▲2.7%67,4670.1%Basic MaterialsIVViShares Core S&P 500 ETF$1,665,595$98,086 ▼-5.6%2,6830.1%ETFEWEdwards Lifesciences$1,413,4110.0%18,0720.1%MedicalVOOVanguard S&P 500 ETF$1,398,280$155,049 ▲12.5%2,4620.1%ETFZBHZimmer Biomet$1,312,9680.0%14,3950.1%MedicalMMM3M$1,299,5970.0%8,5360.1%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$989,739$127,975 ▲14.9%11,8560.1%ETFGISGeneral Mills$884,170$1,658,298 ▼-65.2%17,0660.1%Consumer StaplesBNLBroadstone Net Lease$734,5920.0%45,7690.1%FinanceCLColgate-Palmolive$727,2000.0%8,0000.1%Consumer StaplesLABCORP HLDGS INC$630,0240.0%2,4000.0%COMVBVanguard Small-Cap ETF$618,992$7,346 ▼-1.2%2,6120.0%ETFINTCIntel$557,6700.0%24,8960.0%Computer and TechnologyADPAutomatic Data Processing$523,9720.0%1,6990.0%Computer and TechnologyTSLATesla$516,197$516,197 ▲New Holding1,6250.0%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$511,667$35,103 ▼-6.4%8,2500.0%ETFZTSZoetis$510,830$14,123,140 ▼-96.5%3,2760.0%MedicalIEXIDEX$510,3820.0%2,9070.0%IndustrialsTMDXTransMedics Group$486,0540.0%3,6270.0%MedicalTAT&T$485,382$3,270 ▼-0.7%16,7720.0%Computer and TechnologyXOMExxon Mobil$480,5720.0%4,4580.0%EnergyMDLZMondelez International$474,9800.0%7,0430.0%Consumer StaplesLHXL3Harris Technologies$451,5120.0%1,8000.0%AerospaceMTBM&T Bank$439,775$14,549 ▲3.4%2,2670.0%FinanceADBEAdobe$416,670$4,256 ▼-1.0%1,0770.0%Computer and TechnologyINTUIntuit$391,4520.0%4970.0%Computer and TechnologyEXRExtra Space Storage$381,5750.0%2,5880.0%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$354,149$141,265 ▲66.4%6,6460.0%ManufacturingGLDSPDR Gold Shares$341,739$49,691 ▲17.0%1,1210.0%FinanceURIUnited Rentals$340,5370.0%4520.0%ConstructionGGGGraco$330,2970.0%3,8420.0%IndustrialsHONHoneywell International$327,662$242,661 ▼-42.5%1,4070.0%Multi-Sector ConglomeratesVCLTVanguard Long-Term Corporate Bond ETF$314,4540.0%4,1430.0%ManufacturingDISWalt Disney$288,447$74,406 ▼-20.5%2,3260.0%Consumer DiscretionaryLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$264,658$329 ▲0.1%2,4150.0%FinanceLVMUYLVMH-Moet Hennessy Louis Vuitton$252,039$4,202 ▲1.7%2,3990.0%Consumer DiscretionaryAVUSAvantis U.S. Equity ETF$250,249$250,249 ▲New Holding2,4820.0%ETFVANECK BITCOIN ETF$242,419$242,419 ▲New Holding7,9560.0%COMTCEHYTencent$235,1670.0%3,6460.0%Computer and TechnologyPGRProgressive$230,0330.0%8620.0%FinanceGRAYSCALE BITCOIN TRUST ETF$221,576$221,576 ▲New Holding2,6120.0%COMIBMInternational Business Machines$215,189$215,189 ▲New Holding7300.0%Computer and TechnologyGOOGLAlphabet$213,767$213,767 ▲New Holding1,2130.0%Computer and TechnologyTFCTruist Financial$204,890$3,336,491 ▼-94.2%4,7660.0%FinancePHParker-Hannifin$200,461$200,461 ▲New Holding2870.0%IndustrialsLITHIUM ARGENTINA AG F$29,220$647 ▲2.3%14,0480.0%COMGANXGain Therapeutics$27,7200.0%15,4000.0%MedicalMAIFFMinera Alamos$5,080$5,080 ▲New Holding20,0000.0%Basic MaterialsWMLLFWEALTH MINERALS$1,4120.0%42,7950.0%Basic MaterialsARBKFArgo Blockchain$4520.0%26,0000.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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