Sandhill Capital Partners LLC Top Holdings and 13F Report (2025) About Sandhill Capital Partners LLCInvestment ActivitySandhill Capital Partners LLC has $1.22 billion in total holdings as of March 31, 2025.Sandhill Capital Partners LLC owns shares of 93 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 10.79% of the portfolio was purchased this quarter.About 9.97% of the portfolio was sold this quarter.This quarter, Sandhill Capital Partners LLC has purchased 94 new stocks and bought additional shares in 30 stocks.Sandhill Capital Partners LLC sold shares of 37 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $121,602,727Palo Alto Networks $71,067,749GE Aerospace $60,363,136Intuitive Surgical $58,087,856ServiceNow $53,597,806 Largest New Holdings this Quarter G8994E103 - Trane Technologies $32,198,484 Holding040413205 - ARISTA NETWORKS INC $19,589,346 Holding98978v103 - Zoetis $15,452,307 Holding79466l302 - Salesforce $4,489,931 Holding38141g104 - The Goldman Sachs Group $3,567,274 Holding Largest Purchases this Quarter Trane Technologies 95,567 shares (about $32.20M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 273,998 shares (about $25.13M)ARISTA NETWORKS INC 252,831 shares (about $19.59M)Zoetis 93,849 shares (about $15.45M)AECOM 143,228 shares (about $13.28M) Largest Sales this Quarter TransMedics Group 174,383 shares (about $11.73M)Intuitive Surgical 12,448 shares (about $6.17M)U.S. Bancorp 79,213 shares (about $3.34M)Tyler Technologies 4,543 shares (about $2.64M)Uber Technologies 33,931 shares (about $2.47M) 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 Barclays 1-3 Month T-Bill ETF$121,602,727$25,133,842 ▲26.1%1,325,65910.0%ETFPANWPalo Alto Networks$71,067,749$1,386,108 ▼-1.9%416,4785.8%Computer and TechnologyGEGE Aerospace$60,363,136$1,125,045 ▼-1.8%301,5895.0%IndustrialsISRGIntuitive Surgical$58,087,856$6,165,133 ▼-9.6%117,2854.8%MedicalNOWServiceNow$53,597,806$998,361 ▼-1.8%67,3224.4%Computer and TechnologyTYLTyler Technologies$51,956,724$2,641,266 ▼-4.8%89,3664.3%Computer and TechnologyUBERUber Technologies$49,783,679$2,472,211 ▼-4.7%683,2794.1%Computer and TechnologyCDNSCadence Design Systems$48,177,478$787,660 ▼-1.6%189,4294.0%Computer and TechnologySCHWCharles Schwab$46,389,872$829,846 ▼-1.8%592,6153.8%FinanceACMAECOM$45,342,940$13,281,535 ▲41.4%488,9783.7%ConstructionLINDE PLC$42,382,137$251,446 ▼-0.6%91,0193.5%COMUSBU.S. Bancorp$42,193,074$3,344,374 ▼-7.3%999,3623.5%FinanceAPHAmphenol$41,736,419$3,576,163 ▲9.4%636,3233.4%Computer and TechnologySPGIS&P Global$41,603,748$613,785 ▼-1.5%81,8813.4%Business ServicesHUBBHubbell$37,531,280$581,742 ▼-1.5%113,4183.1%IndustrialsSITESiteOne Landscape Supply$37,041,275$502,519 ▼-1.3%305,0173.0%IndustrialsSPXCSPX Technologies$36,331,929$499,151 ▼-1.4%282,1243.0%Business ServicesTTTrane Technologies$32,198,484$32,198,484 ▲New Holding95,5672.6%ConstructionDHRDanaher$30,644,532$10,447,997 ▲51.7%149,4862.5%MedicalLFUSLittelfuse$29,112,567$222,316 ▼-0.8%147,9752.4%Computer and TechnologyBKNGBooking$28,205,625$474,547 ▼-1.7%6,1222.3%Retail/WholesaleARISTA NETWORKS INC$19,589,346$19,589,346 ▲New Holding252,8311.6%COMZTSZoetis$15,452,307$15,452,307 ▲New Holding93,8491.3%MedicalAAPLApple$10,734,480$43,760 ▼-0.4%48,3250.9%Computer and TechnologyMSFTMicrosoft$10,271,342$63,816 ▲0.6%27,3620.8%Computer and TechnologyAVGOBroadcom$8,552,994$70,990 ▼-0.8%51,0840.7%Computer and TechnologyJPMJPMorgan Chase & Co.$7,420,448$8,340 ▲0.1%30,2500.6%FinancePGProcter & Gamble$6,767,059$58,113 ▲0.9%39,7080.6%Consumer StaplesBLACKROCK INC NEW$6,507,996$24,608 ▲0.4%6,8760.5%COMWMWaste Management$6,342,795$30,328 ▲0.5%27,3970.5%Business ServicesAXPAmerican Express$6,142,277$4,574 ▼-0.1%22,8290.5%FinanceCVXChevron$5,811,655$65,076 ▲1.1%34,7400.5%EnergyUNHUnitedHealth Group$5,742,395$1,571 ▼0.0%10,9640.5%MedicalPAYXPaychex$5,673,801$34,867 ▲0.6%36,7760.5%Business ServicesHDHome Depot$5,425,701$42,881 ▲0.8%14,8040.4%Retail/WholesaleJCIJohnson Controls International$5,398,493$35,169 ▲0.7%67,3880.4%ConstructionMCDMcDonald's$5,382,916$55,603 ▲1.0%17,2320.4%Retail/WholesaleCATCaterpillar$5,300,216$30,671 ▲0.6%16,0710.4%IndustrialsKOCoca-Cola$5,252,038$58,872 ▲1.1%73,3320.4%Consumer StaplesQCOMQUALCOMM$4,902,540$43,780 ▲0.9%31,9150.4%Computer and TechnologyJNJJohnson & Johnson$4,591,529$171,647 ▲3.9%27,6860.4%MedicalCRMSalesforce$4,489,931$4,489,931 ▲New Holding16,7310.4%Computer and TechnologyTXNTexas Instruments$4,174,431$52,832 ▲1.3%23,2300.3%Computer and TechnologyMRKMerck & Co., Inc.$4,158,536$323,050 ▲8.4%46,3290.3%MedicalSYYSysco$3,869,400$128,620 ▲3.4%51,5640.3%Consumer StaplesAMZNAmazon.com$3,841,159$48,897 ▲1.3%20,1890.3%Retail/WholesaleVZVerizon Communications$3,736,303$128,686 ▲3.6%82,3700.3%Computer and TechnologyNKENIKE$3,624,645$237,796 ▲7.0%57,0990.3%Consumer DiscretionaryGSThe Goldman Sachs Group$3,567,274$3,567,274 ▲New Holding6,5300.3%FinanceTFCTruist Financial$3,389,814$276,075 ▲8.9%82,3770.3%FinanceGISGeneral Mills$2,934,106$731,882 ▼-20.0%49,0740.2%Consumer StaplesDOWDOW$2,293,738$58,003 ▲2.6%65,6850.2%Basic MaterialsZBHZimmer Biomet$1,629,2260.0%14,3950.1%MedicalIVViShares Core S&P 500 ETF$1,596,547$52,825 ▼-3.2%2,8410.1%ETFEWEdwards Lifesciences$1,309,859$173,952 ▼-11.7%18,0720.1%MedicalMMM3M$1,253,670$205,616 ▼-14.1%8,5360.1%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$1,124,759$170,075 ▲17.8%2,1890.1%ETFIEFAiShares Core MSCI EAFE ETF$780,935$196,387 ▲33.6%10,3230.1%ETFBNLBroadstone Net Lease$779,9040.0%45,7690.1%FinanceCLColgate-Palmolive$749,6000.0%8,0000.1%Consumer StaplesVBVanguard Small-Cap ETF$586,104$586,104 ▲New Holding2,6430.0%ETFINTCIntel$565,388$500 ▼-0.1%24,8960.0%Computer and TechnologyLABCORP HLDGS INC$558,5760.0%2,4000.0%COMXOMExxon Mobil$530,190$22,121 ▼-4.0%4,4580.0%EnergyIEXIDEX$526,0800.0%2,9070.0%IndustrialsADPAutomatic Data Processing$519,0950.0%1,6990.0%Business ServicesHONHoneywell International$518,5750.0%2,4490.0%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$514,402$19,839 ▲4.0%8,8160.0%ETFMDLZMondelez International$477,8680.0%7,0430.0%Consumer StaplesTAT&T$477,518$17,675 ▼-3.6%16,8850.0%Computer and TechnologyADBEAdobe$417,281$384 ▼-0.1%1,0880.0%Computer and TechnologyMTBM&T Bank$391,820$6,614 ▼-1.7%2,1920.0%FinanceEXRExtra Space Storage$384,2920.0%2,5880.0%FinanceLHXL3Harris Technologies$376,7580.0%1,8000.0%AerospaceGGGGraco$320,8450.0%3,8420.0%IndustrialsVCLTVanguard Long-Term Corporate Bond ETF$314,495$314,495 ▲New Holding4,1430.0%ManufacturingINTUIntuit$305,1530.0%4970.0%Computer and TechnologyLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$292,2090.0%2,3590.0%Consumer DiscretionaryDISWalt Disney$288,796$145,878 ▼-33.6%2,9260.0%Consumer DiscretionaryURIUnited Rentals$283,268$31,335 ▼-10.0%4520.0%ConstructionGLDSPDR Gold Shares$276,038$5,475 ▲2.0%9580.0%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$262,199$6,957 ▼-2.6%2,4120.0%FinanceTMDXTransMedics Group$244,025$11,732,509 ▼-98.0%3,6270.0%MedicalPGRProgressive$243,9550.0%8620.0%FinanceTCEHYTencent$232,761$31,920 ▼-12.1%3,6460.0%Computer and TechnologyIWMiShares Russell 2000 ETF$227,095$70,443 ▼-23.7%1,1380.0%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$209,818$209,818 ▲New Holding3,9950.0%ManufacturingGANXGain Therapeutics$29,4140.0%15,4000.0%MedicalLITHIUM ARGENTINA AG F$29,397$29,397 ▲New Holding13,7370.0%COMWMLLFWealth Minerals$1,656$2,902 ▼-63.7%42,7950.0%Basic MaterialsARBKFArgo Blockchain$845$488 ▼-36.6%26,0000.0%Financial ServicesENZCEnzolytics$70$70 ▲New Holding100,0000.0%MedicalRSHNRushNet$200.0%99,9990.0%MedicalILMNIllumina$0$35,134,935 ▼-100.0%00.0%MedicalTECHBio-Techne$0$30,268,117 ▼-100.0%00.0%MedicalCSGPCoStar Group$0$13,628,674 ▼-100.0%00.0%Computer and TechnologyBABoeing$0$3,189,186 ▼-100.0%00.0%AerospaceCCICrown Castle$0$1,403,513 ▼-100.0%00.0%FinanceXLVHealth Care Select Sector SPDR Fund$0$286,283 ▼-100.0%00.0%ETFVEEVVeeva Systems$0$252,300 ▼-100.0%00.0%MedicalShowing 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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