Sandhill Capital Partners LLC Top Holdings and 13F Report (2026) About Sandhill Capital Partners LLCInvestment ActivitySandhill Capital Partners LLC has $1.23 billion in total holdings as of June 30, 2026.Sandhill Capital Partners LLC owns shares of 98 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 13.27% of the portfolio was purchased this quarter.About 19.40% of the portfolio was sold this quarter.This quarter, Sandhill Capital Partners LLC has purchased 95 new stocks and bought additional shares in 29 stocks.Sandhill Capital Partners LLC sold shares of 40 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $100,199,489Amphenol $58,238,100GE Aerospace $52,952,876Texas Instruments $51,259,620Stryker $49,535,571 Largest New Holdings this Quarter 313855108 - Federal Signal $40,786,241 Holding34631f102 - FORGENT PWR SOLUTION CLASS A $39,653,897 Holding056525108 - Badger Meter $29,918,156 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $669,014 Holding30233q108 - EXXONMOBIL HLDGS CORP $626,451 Holding Largest Purchases this Quarter Federal Signal 317,427 shares (about $40.79M)FORGENT PWR SOLUTION CLASS A 709,880 shares (about $39.65M)Badger Meter 201,632 shares (about $29.92M)Stryker 46,306 shares (about $14.58M)Guidewire Software 75,631 shares (about $9.31M) Largest Sales this Quarter Palo Alto Networks 123,133 shares (about $41.99M)SPDR Bloomberg 1-3 Month T-Bill ETF 162,910 shares (about $14.93M)ServiceNow 125,805 shares (about $12.49M)AECOM 170,789 shares (about $11.92M)Amphenol 48,432 shares (about $8.54M) 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$100,199,489$14,929,078 â–¼-13.0%1,093,4038.1%ETFAPHAmphenol$58,238,100$8,539,524 â–¼-12.8%330,2984.7%TechnologyGEGE Aerospace$52,952,876$5,024,783 â–¼-8.7%141,6884.3%IndustrialsTXNTexas Instruments$51,259,620$4,038,545 â–¼-7.3%171,9724.2%TechnologySYKStryker$49,535,571$14,578,953 â–²41.7%157,3364.0%HealthcarePANWPalo Alto Networks$48,198,288$41,990,716 â–¼-46.6%141,3363.9%TechnologySCHWCharles Schwab$43,801,044$3,914,002 â–¼-8.2%474,7053.6%FinanceMSFTMicrosoft$42,540,841$2,893,526 â–¼-6.4%114,0443.5%TechnologyNOWServiceNow$41,581,312$12,489,911 â–¼-23.1%418,8293.4%TechnologyFSSFederal Signal$40,786,241$40,786,241 â–²New Holding317,4273.3%IndustrialsCRCrane$40,753,177$6,316,684 â–¼-13.4%182,6923.3%IndustrialsSPXCSPX Technologies$39,810,239$3,637,590 â–¼-8.4%162,3783.2%IndustrialsLINDE PLC F$39,740,833$3,187,321 â–¼-7.4%76,5813.2%COMFORGENT PWR SOLUTION CLASS A$39,653,897$39,653,897 â–²New Holding709,8803.2%COMGWREGuidewire Software$39,088,974$9,306,406 â–²31.2%317,6673.2%TechnologyTTTrane Technologies$38,577,447$3,645,368 â–¼-8.6%78,5443.1%IndustrialsAMZNAmazon.com$38,529,663$2,422,255 â–¼-5.9%161,6583.1%Consumer DiscretionaryARISTA NETWORKS INC$38,263,431$7,983,341 â–¼-17.3%225,2383.1%COMAVGOBroadcom$38,170,853$4,206,621 â–¼-9.9%101,0483.1%TechnologyUBERUber Technologies$38,023,507$3,464,476 â–¼-8.4%526,9333.1%IndustrialsISRGIntuitive Surgical$32,147,946$456,535 â–²1.4%80,8392.6%HealthcareBMIBadger Meter$29,918,156$29,918,156 â–²New Holding201,6322.4%TechnologyACMAECOM$28,944,323$11,921,075 â–¼-29.2%414,6752.4%IndustrialsCATCaterpillar$14,527,366$648,524 â–¼-4.3%13,6421.2%IndustrialsSGOViShares 0-3 Month Treasury Bond ETF$13,647,889$490,664 â–²3.7%135,5711.1%ETFAAPLApple$13,350,203$133,106 â–²1.0%46,1371.1%TechnologyIVViShares Core S&P 500 ETF$11,545,938$6,789,614 â–²142.7%15,4170.9%ETFJPMJPMorgan Chase & Co.$9,759,999$36,661 â–¼-0.4%29,8170.8%FinanceJCIJohnson Controls International$8,626,188$119,810 â–¼-1.4%59,0390.7%IndustrialsUSBU.S. Bancorp$7,557,973$214,782 â–¼-2.8%125,1320.6%FinanceAXPAmerican Express$7,115,427$329,794 â–²4.9%21,0360.6%FinanceGSThe Goldman Sachs Group$6,835,850$103,160 â–²1.5%6,7590.6%FinanceJNJJohnson & Johnson$6,517,320$60,190 â–¼-0.9%25,6620.5%HealthcareVVisa$6,431,565$2,005,018 â–²45.3%18,7460.5%FinancePGProcter & Gamble$6,417,480$427,461 â–¼-6.2%43,7630.5%Consumer StaplesBLACKROCK INC NEW$5,796,284$26,924 â–¼-0.5%6,0280.5%COMWMWaste Management$5,710,854$64,858 â–¼-1.1%25,6230.5%IndustrialsMRKMerck & Co., Inc.$5,661,646$5,012 â–²0.1%44,0590.5%HealthcareKOCocaCola$5,530,789$48,031 â–¼-0.9%68,0540.4%Consumer StaplesCVXChevron$5,409,163$48,071 â–¼-0.9%32,6320.4%EnergyPVALPutnam Focused Large Cap Value ETF$5,261,912$3,279,855 â–²165.5%103,2760.4%ETFQCOMQualcomm$5,041,256$331,883 â–¼-6.2%27,2810.4%TechnologyHDHome Depot$4,743,193$338,220 â–¼-6.7%13,4490.4%Consumer DiscretionaryUNHUnitedHealth Group$4,677,084$392,770 â–²9.2%11,2530.4%HealthcareMCDMcDonald's$4,528,503$42,979 â–²1.0%16,7530.4%Consumer DiscretionaryFIDELITY FUNDAMENTAL LARGE CAP$4,521,932$2,709,153 â–²149.4%76,7600.4%COMCMECME Group$4,413,508$15,016 â–²0.3%19,9860.4%FinanceVEUVanguard FTSE All-World ex-US ETF$4,217,231$2,942,221 â–²230.8%50,3550.3%ETFVOOVanguard S&P 500 ETF$3,411,826$647,615 â–²23.4%4,9680.3%ETFPAYXPaychex$3,265,539$96,265 â–²3.0%33,2100.3%IndustrialsVZVerizon Communications$3,206,020$150,349 â–²4.9%75,7210.3%Communication ServicesIVWiShares S&P 500 Growth ETF$3,017,135$2,108,611 â–²232.1%21,9380.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,015,019$1,785,416 â–²145.2%39,1000.2%ETFTBILUS Treasury 3 Month Bill ETF$1,705,760$1,013,853 â–²146.5%34,2110.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,533,924$544,896 â–²55.1%15,4970.1%ETFIEFAiShares Core MSCI EAFE ETF$1,463,909$1,352 â–²0.1%15,1570.1%ETFEWEdwards Lifesciences$1,431,2580.0%15,8220.1%HealthcareMMM3M$1,347,739$32,382 â–¼-2.3%8,3240.1%IndustrialsSYYSysco$1,343,4650.0%16,0740.1%Consumer StaplesZBHZimmer Biomet$1,205,174$1,894 â–¼-0.2%13,9990.1%HealthcareCRMSalesforce$938,707$1,178,867 â–¼-55.7%5,9920.1%TechnologyVBVanguard Small-Cap ETF$758,4060.0%2,5020.1%ETFBRK.BBerkshire Hathaway$744,580$39,030 â–²5.5%1,4880.1%FinanceCLColgate-Palmolive$733,4400.0%8,0000.1%Consumer StaplesLABCORP HLDGS INC$672,0000.0%2,4000.1%COMIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$669,014$669,014 â–²New Holding12,7650.1%ETFGOOGLAlphabet$667,930$25,731 â–²4.0%1,8690.1%Communication ServicesIEXIDEX$659,7440.0%2,9070.1%IndustrialsGISGeneral Mills$650,203$16,530 â–¼-2.5%18,6840.1%Consumer StaplesDOWDOW$647,2280.0%23,6560.1%MaterialsEXXONMOBIL HLDGS CORP$626,451$626,451 â–²New Holding4,5820.1%COMURIUnited Rentals$512,0660.0%4520.0%IndustrialsAVUSAvantis U.S. Equity ETF$462,545$3,202 â–¼-0.7%3,6110.0%ETFGLDSPDR Gold Shares$428,794$2,947 â–¼-0.7%1,1640.0%ETFNVDANVIDIA$418,007$24,812 â–²6.3%2,0890.0%TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$395,590$12,867 â–¼-3.2%7,4400.0%ETFMTBM&T Bank$382,720$43,318 â–¼-10.2%1,6080.0%FinanceADPAutomatic Data Processing$380,4910.0%1,6990.0%IndustrialsVANGUARD NEW YORK TAX-EXEMPT B$359,912$359,912 â–²New Holding3,4610.0%COMEXRExtra Space Storage$346,976$29,060 â–¼-7.7%2,3880.0%Real EstateIWMiShares Russell 2000 ETF$341,981$31,253 â–²10.1%1,1380.0%ETFMDLZMondelez International$338,9420.0%5,8600.0%Consumer StaplesTAT&T$337,824$8,280 â–¼-2.4%16,3200.0%Communication ServicesLAKE SHORE BANCORP INC M$324,470$1,817 â–²0.6%18,2180.0%COMVCLTVanguard Long-Term Corporate Bond ETF$310,782$677 â–¼-0.2%4,1300.0%ETFTERTeradyne$286,917$286,917 â–²New Holding5930.0%TechnologyPHParker-Hannifin$280,7200.0%2870.0%IndustrialsLVMUYLVMH-Moet Hennessy Louis Vuitton$260,9050.0%2,3590.0%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$243,034$243,034 â–²New Holding3,4110.0%ETFTFCTruist Financial$240,0330.0%4,8180.0%FinanceTRVTravelers Companies$231,0840.0%7000.0%FinanceHONEYWELL AEROSPACE INC$216,216$216,216 â–²New Holding9780.0%COMIBMInternational Business Machines$211,751$211,751 â–²New Holding7530.0%TechnologyDHID.R. Horton$208,324$208,324 â–²New Holding1,2790.0%Consumer DiscretionaryTCEHYTencent$201,3320.0%3,6460.0%Communication ServicesGANXGain Therapeutics$31,2620.0%15,4000.0%HealthcareNAKNorthern Dynasty Minerals$19,452$19,452 â–²New Holding10,1310.0%MaterialsNEVGOLD CORP NEW F$14,900$14,900 â–²New Holding10,0000.0%COMAJGArthur J. Gallagher & Co.$0$37,259,392 â–¼-100.0%00.0%FinanceSPGIS&P Global$0$30,707,076 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
