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Sandhill Capital Partners LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,230,063,882
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STREET SPDR BLOOMBERG 1- · COM · 78468r663 · shares: $100,199,489
- AMPHENOL CORP NEW CLASS A · COM · 032095101 · shares: $58,238,100
- GE AEROSPACE · COM · 369604301 · shares: $52,952,876
- TEXAS INSTRS INC · COM · 882508104 · shares: $51,259,620
- STRYKER CORP · COM · 863667101 · shares: $49,535,571
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $48,198,288
- CHARLES SCHWAB CORP · COM · 808513105 · shares: $43,801,044
- MICROSOFT CORP · COM · 594918104 · shares: $42,540,841
- SERVICENOW INC · COM · 81762p102 · shares: $41,581,312
- FEDERAL SIGNAL CORP · COM · 313855108 · shares: $40,786,241
Reported holdings
98 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| STATE STREET SPDR BLOOMBERG 1- | COM | 78468r663 | — | 1,093,403 shares | $100,199,489 |
| AMPHENOL CORP NEW CLASS A | COM | 032095101 | — | 330,298 shares | $58,238,100 |
| GE AEROSPACE | COM | 369604301 | — | 141,688 shares | $52,952,876 |
| TEXAS INSTRS INC | COM | 882508104 | — | 171,972 shares | $51,259,620 |
| STRYKER CORP | COM | 863667101 | — | 157,336 shares | $49,535,571 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 141,336 shares | $48,198,288 |
| CHARLES SCHWAB CORP | COM | 808513105 | — | 474,705 shares | $43,801,044 |
| MICROSOFT CORP | COM | 594918104 | — | 114,044 shares | $42,540,841 |
| SERVICENOW INC | COM | 81762p102 | — | 418,829 shares | $41,581,312 |
| FEDERAL SIGNAL CORP | COM | 313855108 | — | 317,427 shares | $40,786,241 |
| CRANE CO | COM | 224408104 | — | 182,692 shares | $40,753,177 |
| SPX TECHNOLOGIES INC | COM | 78473e103 | — | 162,378 shares | $39,810,239 |
| LINDE PLC F | COM | g54950103 | — | 76,581 shares | $39,740,833 |
| FORGENT PWR SOLUTION CLASS A | COM | 34631f102 | — | 709,880 shares | $39,653,897 |
| GUIDEWIRE SOFTWARE INC | COM | 40171v100 | — | 317,667 shares | $39,088,974 |
| TRANE TECHNOLOGIES PLC F | COM | g8994e103 | — | 78,544 shares | $38,577,447 |
| AMAZON.COM INC | COM | 023135106 | — | 161,658 shares | $38,529,663 |
| ARISTA NETWORKS INC | COM | 040413205 | — | 225,238 shares | $38,263,431 |
| BROADCOM INC | COM | 11135f101 | — | 101,048 shares | $38,170,853 |
| UBER TECHNOLOGIES INC | COM | 90353t100 | — | 526,933 shares | $38,023,507 |
| INTUITIVE SURGICAL INC | COM | 46120e602 | — | 80,839 shares | $32,147,946 |
| BADGER METER INC | COM | 056525108 | — | 201,632 shares | $29,918,156 |
| AECOM | COM | 00766t100 | — | 414,675 shares | $28,944,323 |
| CATERPILLAR INC | COM | 149123101 | — | 13,642 shares | $14,527,366 |
| ISHARES 0-3 MONTH TREASURY BON | COM | 46436e718 | — | 135,571 shares | $13,647,889 |
| APPLE INC | COM | 037833100 | — | 46,137 shares | $13,350,203 |
| ISHARES CORE S&P 500 ETF | COM | 464287200 | — | 15,417 shares | $11,545,938 |
| JPMORGAN CHASE & CO | COM | 46625h100 | — | 29,817 shares | $9,759,999 |
| JOHNSON CONTROLS INT F | COM | g51502105 | — | 59,039 shares | $8,626,188 |
| US BANCORP DEL | COM | 902973304 | — | 125,132 shares | $7,557,973 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 21,036 shares | $7,115,427 |
| GOLDMAN SACHS GROUP INC | COM | 38141g104 | — | 6,759 shares | $6,835,850 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 25,662 shares | $6,517,320 |
| VISA INC CLASS A | COM | 92826c839 | — | 18,746 shares | $6,431,565 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 43,763 shares | $6,417,480 |
| BLACKROCK INC NEW | COM | 09290d101 | — | 6,028 shares | $5,796,284 |
| WASTE MGMT INC DEL | COM | 94106l109 | — | 25,623 shares | $5,710,854 |
| MERCK & CO. INC. | COM | 58933y105 | — | 44,059 shares | $5,661,646 |
| THE COCA-COLA CO | COM | 191216100 | — | 68,054 shares | $5,530,789 |
| CHEVRON CORP NEW | COM | 166764100 | — | 32,632 shares | $5,409,163 |
| PUTNAM FOCUSED LARGE CAP VALUE | COM | 746729300 | — | 103,276 shares | $5,261,912 |
| QUALCOMM INC | COM | 747525103 | — | 27,281 shares | $5,041,256 |
| HOME DEPOT INC | COM | 437076102 | — | 13,449 shares | $4,743,193 |
| UNITEDHEALTH GROUP INC | COM | 91324p102 | — | 11,253 shares | $4,677,084 |
| MCDONALDS CORP | COM | 580135101 | — | 16,753 shares | $4,528,503 |
| FIDELITY FUNDAMENTAL LARGE CAP | COM | 316092360 | — | 76,760 shares | $4,521,932 |
| CME GROUP INC CLASS CLASS A | COM | 12572q105 | — | 19,986 shares | $4,413,508 |
| VANGUARD FTSE ALL-WORLD EX-US | COM | 922042775 | — | 50,355 shares | $4,217,231 |
| VANGUARD S&P 500 ETF | COM | 922908363 | — | 4,968 shares | $3,411,826 |
| PAYCHEX INC | COM | 704326107 | — | 33,210 shares | $3,265,539 |
| VERIZON COMMUNICATIONS I | COM | 92343v104 | — | 75,721 shares | $3,206,020 |
| ISHARES S&P 500 GROWTH ETF | COM | 464287309 | — | 21,938 shares | $3,017,135 |
| ISHARES CORE S&P MID-CAP ETF | COM | 464287507 | — | 39,100 shares | $3,015,019 |
| F/M US TREASURY 3 MONTH BILL F | COM | 74933w452 | — | 34,211 shares | $1,705,760 |
| ISHARES CORE U.S. AGGREGATE BO | COM | 464287226 | — | 15,497 shares | $1,533,924 |
| ISHARES CORE MSCI EAFE ETF | COM | 46432f842 | — | 15,157 shares | $1,463,909 |
| EDWARDS LIFESCIENCES COR | COM | 28176e108 | — | 15,822 shares | $1,431,258 |
| 3M CO | COM | 88579y101 | — | 8,324 shares | $1,347,739 |
| SYSCO CORP | COM | 871829107 | — | 16,074 shares | $1,343,465 |
| ZIMMER BIOMET HLDGS INC | COM | 98956p102 | — | 13,999 shares | $1,205,174 |
| SALESFORCE INC | COM | 79466l302 | — | 5,992 shares | $938,707 |
| VANGUARD MORNINGSTAR SMALL-CAP | COM | 922908751 | — | 2,502 shares | $758,406 |
| BERKSHIRE HATHAWAY CLASS B | COM | 084670702 | — | 1,488 shares | $744,580 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 8,000 shares | $733,440 |
| LABCORP HLDGS INC | COM | 504922105 | — | 2,400 shares | $672,000 |
| ISHARES 1-5 YEAR INVESTMENT GR | COM | 464288646 | — | 12,765 shares | $669,014 |
| ALPHABET INC CLASS A | COM | 02079k305 | — | 1,869 shares | $667,930 |
| IDEX CORP | COM | 45167r104 | — | 2,907 shares | $659,744 |
| GENERAL MILLS INC | COM | 370334104 | — | 18,684 shares | $650,203 |
| DOW INC | COM | 260557103 | — | 23,656 shares | $647,228 |
| EXXONMOBIL HLDGS CORP | COM | 30233q108 | — | 4,582 shares | $626,451 |
| UNITED RENTALS INC | COM | 911363109 | — | 452 shares | $512,066 |
| AVANTIS US EQUITY ETF | COM | 025072885 | — | 3,611 shares | $462,545 |
| SPDR GOLD SHARES | COM | 78463v107 | — | 1,164 shares | $428,794 |
| NVIDIA CORP | COM | 67066g104 | — | 2,089 shares | $418,007 |
| ISHARES 5-10 YEAR INVESTMENT G | COM | 464288638 | — | 7,440 shares | $395,590 |
| M&T BK CORP | COM | 55261f104 | — | 1,608 shares | $382,720 |
| AUTOMATIC DATA PROCESSIN | COM | 053015103 | — | 1,699 shares | $380,491 |
| VANGUARD NEW YORK TAX-EXEMPT B | COM | 92204h400 | — | 3,461 shares | $359,912 |
| EXTRA SPACE STORAGE INC REIT | COM | 30225t102 | — | 2,388 shares | $346,976 |
| ISHARES RUSSELL 2000 ETF | COM | 464287655 | — | 1,138 shares | $341,981 |
| MONDELEZ INTL INC CLASS CLASS | COM | 609207105 | — | 5,860 shares | $338,942 |
| AT&T INC | COM | 00206r102 | — | 16,320 shares | $337,824 |
| LAKE SHORE BANCORP INC M | COM | 510704109 | — | 18,218 shares | $324,470 |
| VANGUARD LONG-TERM CORPORATE B | COM | 92206c813 | — | 4,130 shares | $310,782 |
| TERADYNE INC | COM | 880770102 | — | 593 shares | $286,917 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 287 shares | $280,720 |
| LVMH MOET HENNESSY LOU F SPONS | COM | 502441306 | — | 2,359 shares | $260,905 |
| VANGUARD FTSE DEVELOPED MARKET | COM | 921943858 | — | 3,411 shares | $243,034 |
| TRUIST FINL CORP | COM | 89832q109 | — | 4,818 shares | $240,033 |
| TRAVELERS COS INC | COM | 89417e109 | — | 700 shares | $231,084 |
| HONEYWELL AEROSPACE INC | COM | 43849r105 | — | 978 shares | $216,216 |
| IBM CORP | COM | 459200101 | — | 753 shares | $211,751 |
| D R HORTON INC | COM | 23331a109 | — | 1,279 shares | $208,324 |
| TENCENT HLDGS LTD F UNSPONSORE | ADR | 88032q109 | — | 3,646 shares | $201,332 |
| GAIN THERAPEUTICS INC | COM | 36269b105 | — | 15,400 shares | $31,262 |
| NORTHERN DYNASTY MINER F | COM | 66510m204 | — | 10,131 shares | $19,452 |
| NEVGOLD CORP NEW F | COM | 641536107 | — | 10,000 shares | $14,900 |