Sandhill Capital Partners LLC Top Holdings and 13F Report (2026) About Sandhill Capital Partners LLCInvestment ActivitySandhill Capital Partners LLC has $1.16 billion in total holdings as of March 31, 2026.Sandhill Capital Partners LLC owns shares of 95 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 21.98% of the portfolio was purchased this quarter.About 34.98% of the portfolio was sold this quarter.This quarter, Sandhill Capital Partners LLC has purchased 104 new stocks and bought additional shares in 19 stocks.Sandhill Capital Partners LLC sold shares of 52 stocks and completely divested from 17 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $115,128,498ServiceNow $56,941,452AECOM $49,659,031Charles Schwab $48,599,327Amphenol $47,852,479 Largest New Holdings this Quarter 863667101 - Stryker $36,483,479 Holding746729300 - Putnam Focused Large Cap Value ETF $1,805,053 Holding316092360 - FIDELITY FUNDAMENTAL LARGE CAP $1,578,142 Holding922042775 - Vanguard FTSE All-World ex-US ETF $1,143,322 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $991,882 Holding Largest Purchases this Quarter Stryker 111,030 shares (about $36.48M)Microsoft 94,093 shares (about $34.83M)Amazon.com 151,674 shares (about $31.59M)Texas Instruments 161,782 shares (about $31.41M)SPDR Bloomberg 1-3 Month T-Bill ETF 265,522 shares (about $24.33M) Largest Sales this Quarter Hubbell 107,868 shares (about $52.94M)U.S. Bancorp 828,603 shares (about $43.10M)Amphenol 234,112 shares (about $29.58M)Palo Alto Networks 136,364 shares (about $21.86M)SPX Technologies 97,288 shares (about $19.45M) 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$115,128,498$24,332,431 â–²26.8%1,256,3139.9%ETFNOWServiceNow$56,941,452$22,710,129 â–²66.3%544,6344.9%Computer and TechnologyACMAECOM$49,659,031$9,609,423 â–²24.0%585,4644.3%ConstructionSCHWCharles Schwab$48,599,327$5,247,469 â–¼-9.7%517,1244.2%FinanceAPHAmphenol$47,852,479$29,580,016 â–¼-38.2%378,7304.1%Computer and TechnologyMSFTMicrosoft$45,087,217$34,830,515 â–²339.6%121,8013.9%Computer and TechnologyGEGE Aerospace$44,022,139$10,336,901 â–¼-19.0%155,1333.8%AerospacePANWPalo Alto Networks$42,399,616$21,861,849 â–¼-34.0%264,4693.6%Computer and TechnologyUBERUber Technologies$41,355,743$4,529,506 â–¼-9.9%574,9443.6%Computer and TechnologyLINDE PLC F$41,010,936$3,574,445 â–¼-8.0%82,7233.5%COMAJGArthur J. Gallagher & Co.$37,259,392$6,308,118 â–²20.4%172,0353.2%FinanceISRGIntuitive Surgical$36,736,630$16,039,171 â–¼-30.4%79,6913.2%MedicalSYKStryker$36,483,479$36,483,479 â–²New Holding111,0303.1%MedicalGWREGuidewire Software$36,198,964$5,160,875 â–²16.6%242,0363.1%Computer and TechnologyCRCrane$36,082,591$20,122,283 â–²126.1%211,0093.1%IndustrialsTXNTexas Instruments$36,017,047$31,408,358 â–²681.5%185,5213.1%Computer and TechnologyTTTrane Technologies$35,825,673$3,574,399 â–¼-9.1%85,9663.1%ConstructionAMZNAmazon.com$35,785,243$31,589,218 â–²752.8%171,8213.1%Retail/WholesaleSPXCSPX Technologies$35,432,387$19,451,774 â–¼-35.4%177,2153.0%Business ServicesAVGOBroadcom$34,722,056$22,232,713 â–²178.0%112,1843.0%Computer and TechnologyARISTA NETWORKS INC$33,424,645$12,768,506 â–¼-27.6%272,2322.9%COMSPGIS&P Global$30,707,076$3,285,335 â–¼-9.7%72,1942.6%FinanceBKNGBooking$23,206,274$2,084,018 â–¼-8.2%5,5122.0%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$13,155,989$10,460,711 â–¼-44.3%130,6971.1%ETFAAPLApple$11,592,290$908,055 â–¼-7.3%45,6771.0%Computer and TechnologyCATCaterpillar$10,096,263$1,212,175 â–¼-10.7%14,2510.9%IndustrialsJPMJPMorgan Chase & Co.$8,803,915$983,965 â–¼-10.1%29,9290.8%FinanceJCIJohnson Controls International$7,838,536$691,285 â–¼-8.1%59,8590.7%ConstructionCVXChevron$6,811,665$339,942 â–¼-4.8%32,9220.6%EnergyPGProcter & Gamble$6,742,243$339,438 â–¼-4.8%46,6780.6%Consumer StaplesUSBU.S. Bancorp$6,693,063$43,095,643 â–¼-86.6%128,6880.6%FinanceJNJJohnson & Johnson$6,330,680$463,942 â–¼-6.8%25,8990.5%MedicalAXPAmerican Express$6,068,051$529,340 â–¼-8.0%20,0610.5%FinanceWMWaste Management$5,954,778$381,681 â–¼-6.0%25,9140.5%Business ServicesCMECME Group$5,882,781$616,100 â–¼-9.5%19,9180.5%FinanceBLACKROCK INC NEW$5,824,116$734,746 â–¼-11.2%6,0560.5%COMGSThe Goldman Sachs Group$5,631,755$53,297 â–²1.0%6,6570.5%FinanceMRKMerck & Co., Inc.$5,295,226$453,859 â–¼-7.9%44,0200.5%MedicalKOCocaCola$5,220,490$405,197 â–¼-7.2%68,6450.4%Consumer StaplesMCDMcDonald's$5,157,249$337,829 â–¼-6.1%16,5940.4%Retail/WholesaleHDHome Depot$4,738,647$237,787 â–¼-4.8%14,4080.4%Retail/WholesaleIVViShares Core S&P 500 ETF$4,148,676$2,345,756 â–²130.1%6,3510.4%ETFVVisa$3,899,500$307,680 â–¼-7.3%12,9020.3%Business ServicesQCOMQualcomm$3,744,536$255,500 â–¼-6.4%29,0770.3%Computer and TechnologyVZVerizon Communications$3,622,926$219,223 â–¼-5.7%72,1700.3%Computer and TechnologyPAYXPaychex$2,969,120$311,550 â–¼-9.5%32,2310.3%Computer and TechnologyUNHUnitedHealth Group$2,789,242$681,346 â–¼-19.6%10,3080.2%MedicalCRMSalesforce$2,523,218$255,551 â–¼-9.2%13,5170.2%Computer and TechnologyVOOVanguard S&P 500 ETF$2,405,146$18,524 â–¼-0.8%4,0250.2%ETFPVALPutnam Focused Large Cap Value ETF$1,805,053$1,805,053 â–²New Holding38,9020.2%ETFFIDELITY FUNDAMENTAL LARGE CAP$1,578,142$1,578,142 â–²New Holding30,7720.1%COMIEFAiShares Core MSCI EAFE ETF$1,370,896$165,670 â–²13.7%15,1430.1%ETFZBHZimmer Biomet$1,267,7790.0%14,0210.1%MedicalEWEdwards Lifesciences$1,267,026$60,060 â–¼-4.5%15,8220.1%MedicalMMM3M$1,237,941$1,743 â–¼-0.1%8,5240.1%Multi-Sector ConglomeratesSYYSysco$1,146,5580.0%16,0740.1%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$1,143,322$1,143,322 â–²New Holding15,2240.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,076,847$520,730 â–²93.6%15,9460.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$991,882$991,882 â–²New Holding9,9920.1%FinanceDOWDOW$985,272$14,702 â–¼-1.5%23,6560.1%Basic MaterialsVANGUARD 0-3 MONTH TREASURY BI$870,505$1,770,589 â–¼-67.0%11,5070.1%COMXOMExxonMobil$784,169$5,090 â–¼-0.6%4,6220.1%EnergyIVWiShares S&P 500 Growth ETF$747,206$747,206 â–²New Holding6,6060.1%ETFGISGeneral Mills$713,0980.0%19,1590.1%Consumer StaplesTBILUS Treasury 3 Month Bill ETF$691,907$691,907 â–²New Holding13,8770.1%ETFCLColgate-Palmolive$681,8400.0%8,0000.1%Consumer StaplesBRK.BBerkshire Hathaway$675,672$89,131 â–²15.2%1,4100.1%FinanceVBVanguard Small-Cap ETF$655,324$28,811 â–¼-4.2%2,5020.1%ETFLABCORP HLDGS INC$640,3440.0%2,4000.1%COMIEXIDEX$551,0220.0%2,9070.0%IndustrialsGOOGLAlphabet$516,745$84,255 â–²19.5%1,7970.0%Computer and TechnologyGLDSPDR Gold Shares$504,300$143,717 â–²39.9%1,1720.0%FinanceTAT&T$484,713$30,497 â–¼-5.9%16,7200.0%Computer and TechnologyHONHoneywell International$442,566$75,042 â–¼-14.5%1,9580.0%Multi-Sector ConglomeratesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$408,827$14,635 â–²3.7%7,6820.0%ManufacturingAVUSAvantis U.S. Equity ETF$404,229$68,706 â–²20.5%3,6360.0%ETFMTBM&T Bank$370,029$118,864 â–¼-24.3%1,7900.0%FinanceADPAutomatic Data Processing$345,2030.0%1,6990.0%Computer and TechnologyNVDANVIDIA$342,696$342,696 â–²New Holding1,9650.0%Computer and TechnologyEXRExtra Space Storage$339,3640.0%2,5880.0%FinanceMDLZMondelez International$337,770$3,631 â–¼-1.1%5,8600.0%Consumer StaplesURIUnited Rentals$329,3090.0%4520.0%ConstructionVCLTVanguard Long-Term Corporate Bond ETF$309,266$299 â–¼-0.1%4,1390.0%ManufacturingZTSZoetis$296,4710.0%2,5080.0%MedicalLAKE SHORE BANCORP INC M$274,998$28,599 â–¼-9.4%18,1160.0%COMLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$272,474$13,188 â–¼-4.6%2,5000.0%FinanceLVMUYLVMH-Moet Hennessy Louis Vuitton$257,6970.0%2,3590.0%Consumer DiscretionaryPHParker-Hannifin$256,9340.0%2870.0%IndustrialsIWMiShares Russell 2000 ETF$256,432$2,728 â–¼-1.1%1,0340.0%FinanceTCEHYTencent$230,5000.0%3,6460.0%Computer and TechnologyTFCTruist Financial$221,4830.0%4,8180.0%FinanceHUBBHubbell$216,907$52,935,123 â–¼-99.6%4420.0%IndustrialsINTUIntuit$214,8930.0%4970.0%Computer and TechnologyTRVTravelers Companies$204,176$2,917 â–¼-1.4%7000.0%FinanceGANXGain Therapeutics$29,8760.0%15,4000.0%MedicalTYLTyler Technologies$0$45,456,277 â–¼-100.0%00.0%Computer and TechnologyCDNSCadence Design Systems$0$40,365,800 â–¼-100.0%00.0%Computer and TechnologySERVICETITAN INC CLASS A$0$36,598,725 â–¼-100.0%00.0%COMSITESiteOne Landscape Supply$0$15,720,953 â–¼-100.0%00.0%IndustrialsSPYSPDR S&P 500 ETF Trust$0$11,531,267 â–¼-100.0%00.0%FinanceShowing 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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