Sandhill Capital Partners LLC Top Holdings and 13F Report (2026) About Sandhill Capital Partners LLCInvestment ActivitySandhill Capital Partners LLC has $1.13 billion in total holdings as of September 30, 2026.Sandhill Capital Partners LLC owns shares of 99 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.43% of the portfolio was purchased this quarter.About 13.48% of the portfolio was sold this quarter.This quarter, Sandhill Capital Partners LLC has purchased 98 new stocks and bought additional shares in 24 stocks.Sandhill Capital Partners LLC sold shares of 48 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $126,509,530Amphenol $50,683,370Microsoft $48,463,184Texas Instruments $44,036,466Charles Schwab $41,775,238 Largest New Holdings this Quarter 05722g100 - Baker Hughes $12,714,568 Holding78464a854 - SPDR Portfolio S&P 500 ETF $251,621 Holding159864107 - Charles River Laboratories International $238,368 Holding443510607 - Hubbell $232,243 Holding92206c870 - Vanguard Intermediate-Term Corporate Bond ETF $223,375 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 287,103 shares (about $26.31M)Amphenol 270,928 shares (about $22.84M)Baker Hughes 231,595 shares (about $12.71M)Intuitive Surgical 14,941 shares (about $6.08M)Badger Meter 41,767 shares (about $5.16M) Largest Sales this Quarter Palo Alto Networks 53,043 shares (about $21.07M)Guidewire Software 126,556 shares (about $18.04M)ServiceNow 111,095 shares (about $14.89M)Microsoft 19,555 shares (about $10.03M)Uber Technologies 135,654 shares (about $9.29M) 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$126,509,530$26,310,111 ▲26.3%1,380,50611.2%ETFAPHAmphenol$50,683,370$22,839,239 ▲82.0%601,2264.5%TechnologyMSFTMicrosoft$48,463,184$10,029,713 ▼-17.1%94,4894.3%TechnologyTXNTexas Instruments$44,036,466$4,131,036 ▼-8.6%157,2233.9%TechnologySCHWCharles Schwab$41,775,238$4,622,417 ▼-10.0%427,4123.7%FinanceNOWServiceNow$41,239,395$14,887,827 ▼-26.5%307,7343.6%TechnologySYKStryker$40,192,933$3,135,869 ▼-7.2%145,9493.6%HealthcareGEGE Aerospace$39,985,315$4,262,448 ▼-9.6%128,0393.5%IndustrialsISRGIntuitive Surgical$38,946,912$6,075,442 ▲18.5%95,7803.4%HealthcareARISTA NETWORKS INC$38,791,428$7,064,777 ▼-15.4%190,5373.4%COMFSSFederal Signal$37,809,722$2,642,007 ▲7.5%341,2743.3%IndustrialsAMZNAmazon.com$36,852,374$3,424,825 ▼-8.5%147,9123.3%Consumer DiscretionaryPANWPalo Alto Networks$35,079,558$21,074,434 ▼-37.5%88,2933.1%TechnologyCRCrane$33,813,780$3,458,946 ▼-9.3%165,7383.0%IndustrialsLINDE PLC F$33,257,313$3,091,871 ▼-8.5%70,0672.9%COMAVGOBroadcom$33,031,205$2,455,874 ▼-6.9%94,0552.9%TechnologyTTTrane Technologies$31,987,497$3,512,785 ▼-9.9%70,7722.8%IndustrialsFORGENT PWR SOLUTION CLASS A$31,047,981$4,470,074 ▲16.8%829,2732.7%COMBMIBadger Meter$30,069,516$5,159,896 ▲20.7%243,3992.7%TechnologySPXCSPX Technologies$30,050,458$2,517,628 ▲9.1%177,2262.7%IndustrialsGWREGuidewire Software$27,248,663$18,044,392 ▼-39.8%191,1112.4%TechnologyUBERUber Technologies$26,806,545$9,293,663 ▼-25.7%391,2792.4%IndustrialsAAPLApple$14,577,213$787,255 ▼-5.1%43,7731.3%TechnologyIVViShares Core S&P 500 ETF$14,435,067$2,627,691 ▲22.3%18,8481.3%ETFBKRBaker Hughes$12,714,568$12,714,568 ▲New Holding231,5951.1%EnergyISHARES 0-3 MONTH TREASURY BON$11,761,233$1,888,052 ▼-13.8%116,8181.0%COMCATCaterpillar$10,446,520$614,597 ▼-5.6%12,8840.9%IndustrialsJPMJPMorgan Chase & Co.$9,368,775$495,583 ▼-5.0%28,3190.8%FinanceJCIJohnson Controls International$8,614,267$161,880 ▼-1.8%57,9500.8%IndustrialsUSBU.S. Bancorp$6,990,866$236,758 ▼-3.3%121,0330.6%FinancePVALPutnam Focused Large Cap Value ETF$6,604,695$1,170,320 ▲21.5%125,5170.6%ETFVVisa$6,440,631$295,369 ▼-4.4%17,9240.6%FinanceJNJJohnson & Johnson$6,418,310$375,399 ▼-5.5%24,2440.6%HealthcareCVXChevron$6,264,448$399,441 ▼-6.0%30,6760.6%EnergyPGProcter & Gamble$6,137,572$220,392 ▼-3.5%42,2460.5%Consumer StaplesBLACKROCK INC NEW$6,083,051$296,321 ▼-4.6%5,7480.5%COMMRKMerck & Co., Inc.$6,081,296$320,994 ▼-5.0%41,8500.5%HealthcareAXPAmerican Express$6,006,583$390,464 ▼-6.1%19,7520.5%FinanceGSThe Goldman Sachs Group$5,882,516$202,566 ▼-3.3%6,5340.5%FinanceFIDELITY FUNDAMENTAL LARGE CAP$5,781,956$1,248,525 ▲27.5%97,9000.5%COMKOCoca-Cola$5,565,890$292,244 ▼-5.0%64,6590.5%Consumer StaplesMCDMcDonald's$5,517,849$1,648,911 ▲42.6%23,8930.5%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$5,087,517$909,593 ▲21.8%61,3180.4%ETFCMECME Group$5,014,035$221,897 ▼-4.2%19,1390.4%FinanceWMWaste Management$4,776,826$448,216 ▼-8.6%23,4250.4%IndustrialsQCOMQualcomm$4,736,085$284,710 ▼-5.7%25,7340.4%TechnologyIVWiShares S&P 500 Growth ETF$3,968,843$847,997 ▲27.2%27,8990.4%ETFUNHUnitedHealth Group$3,958,591$172,161 ▼-4.2%10,7840.4%HealthcareVOOVanguard S&P 500 ETF$3,812,074$330,113 ▲9.5%5,4390.3%ETFHDHome Depot$3,725,112$100,994 ▼-2.6%13,0940.3%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$3,371,654$558,405 ▲19.8%46,8610.3%ETFVZVerizon Communications$3,348,778$124,537 ▼-3.6%73,0060.3%Communication ServicesPAYXPaychex$3,038,134$233,051 ▼-7.1%30,8440.3%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$2,074,514$609,412 ▲41.6%21,9430.2%ETFTBILUS Treasury 3 Month Bill ETF$1,972,230$266,799 ▲15.6%39,5630.2%ETFIEFAiShares Core MSCI EAFE ETF$1,485,895$17,439 ▲1.2%15,3370.1%ETFMMM3M$1,366,3850.0%8,3240.1%IndustrialsEWEdwards Lifesciences$1,365,7550.0%15,8220.1%HealthcareSYYSysco$1,253,1290.0%16,0740.1%Consumer StaplesZBHZimmer Biomet$1,243,5310.0%13,9990.1%HealthcareIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,062,613$408,662 ▲62.5%20,7420.1%ETFDOWDOW$802,956$151,470 ▲23.2%29,1560.1%MaterialsCRMSalesforce$778,701$596,882 ▼-43.4%3,3920.1%TechnologyLABCORP HLDGS INC$739,4640.0%2,4000.1%COMBRK.BBerkshire Hathaway$734,974$5,975 ▼-0.8%1,4760.1%FinanceEXXONMOBIL HLDGS CORP$722,610$23,111 ▼-3.1%4,4400.1%COMVBVanguard Small-Cap ETF$711,7940.0%2,5020.1%ETFCLColgate-Palmolive$682,5600.0%8,0000.1%Consumer StaplesIEXIDEX$662,7380.0%2,9070.1%IndustrialsAVUSAvantis U.S. Equity ETF$620,795$158,305 ▲34.2%4,8470.1%ETFGISGeneral Mills$600,8770.0%18,6840.1%Consumer StaplesGOOGLAlphabet$593,891$49,204 ▼-7.7%1,7260.1%Communication ServicesURIUnited Rentals$452,3530.0%4520.0%IndustrialsNVDANVIDIA$435,542$41,567 ▼-8.7%1,9070.0%TechnologyADPAutomatic Data Processing$387,090$51,354 ▼-11.7%1,5000.0%IndustrialsIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$376,867$2,266 ▲0.6%7,4850.0%ETFGLDSPDR Gold Shares$370,938$72,360 ▼-16.3%9740.0%ETFMTBM&T Bank$349,9010.0%1,6080.0%FinanceVANGUARD NEW YORK TAX-EXEMPT B$336,8640.0%3,4610.0%COMIWMiShares Russell 2000 ETF$316,662$556 ▲0.2%1,1400.0%ETFLAKE SHORE BANCORP INC M$311,458$19,376 ▼-5.9%17,1510.0%COMMDLZMondelez International$309,337$29,488 ▼-8.7%5,3500.0%Consumer StaplesVCLTVanguard Long-Term Corporate Bond ETF$282,9050.0%4,1300.0%ETFPHParker-Hannifin$274,2060.0%2870.0%IndustrialsSPLGSPDR Portfolio S&P 500 ETF$251,621$251,621 ▲New Holding2,8030.0%ETFVEAVanguard FTSE Developed Markets ETF$251,089$10,238 ▲4.3%3,5560.0%ETFCRLCharles River Laboratories International$238,368$238,368 ▲New Holding8080.0%HealthcareHUBBHubbell$232,243$232,243 ▲New Holding5120.0%IndustrialsTERTeradyne$230,523$7,216 ▼-3.0%5750.0%TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$223,375$223,375 ▲New Holding2,8520.0%ETFTFCTruist Financial$223,0730.0%4,8180.0%FinanceVANECK BITCOIN ETF$215,580$215,580 ▲New Holding9,1270.0%COMEXRExtra Space Storage$215,150$98,895 ▼-31.5%1,6360.0%Real EstateGRAIL INC EQUITY CLASS EQUITY$211,861$211,861 ▲New Holding1,5120.0%COMLVMUYLVMH-Moet Hennessy Louis Vuitton$207,6630.0%2,3590.0%Consumer DiscretionaryMORGAN STANLEY BITCOIN TRUST$204,591$204,591 ▲New Holding8,5460.0%COMGANXGain Therapeutics$26,6420.0%15,4000.0%HealthcareNAKNorthern Dynasty Minerals$13,8790.0%10,1310.0%MaterialsNEVGOLD CORP NEW F$7,6540.0%10,0000.0%COMACMAECOM$0$28,944,323 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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