Sandhill Capital Partners LLC — 13F Holdings & Portfolio
CIK 1556245 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.16B
Long-equity book
Holdings
96
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+8 / −17 / ↑28 / ↓40
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TEXAS INSTRS INC$31.9M +774.5%
- MICROSOFT CORP$31.7M +236.5%
- AMAZON.COM INC$31.1M +669.5%
- STATE STREET SPDR BLOOMBERG 1-$24.6M +27.2%
- BROADCOM INC$20.8M +148.6%
Top Trims
- HUBBELL INC-$47.9M -99.5%
- US BANCORP DEL-$44.4M -86.9%
- AMPHENOL CORP NEW CLASS CLASS-$35.0M -42.2%
- PALO ALTO NETWORKS INC-$31.4M -42.6%
- INTUITIVE SURGICAL INC-$28.1M -43.3%
New Positions
- STRYKER CORP$36.5M
- PUTNAM FOCUSED LARGE CAP VALUE$1.8M
- FIDELITY FUNDAMENTAL LARGE CAP$1.6M
- VANGUARD FTSE ALL-WORLD EX-US$1.1M
- ISHARES CORE U.S. AGGREGATE BO$991.9K
Exited Positions
- TYLER TECHNOLOGIES INC$45.5M
- CADENCE DESIGN SYS INC$40.4M
- SERVICETITAN INC CLASS A$36.6M
- SITEONE LANDSCAPE SUPPLY$15.7M
- STATE STREET SPDR S&P 500 TRUS$11.5M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET SPDR BLOOMBERG 1- | BIL | 78468R663 | $115.1M | 9.90% | 1,256,313 | SH |
| 2 | SERVICENOW INC | NOW | 81762P102 | $56.9M | 4.90% | 544,634 | SH |
| 3 | AECOM | ACM | 00766T100 | $49.7M | 4.27% | 585,464 | SH |
| 4 | CHARLES SCHWAB CORP | SCHW | 808513105 | $48.6M | 4.18% | 517,124 | SH |
| 5 | AMPHENOL CORP NEW CLASS CLASS | APH | 032095101 | $47.9M | 4.12% | 378,730 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $45.1M | 3.88% | 121,801 | SH |
| 7 | GE AEROSPACE | GE | 369604301 | $44.0M | 3.79% | 155,133 | SH |
| 8 | PALO ALTO NETWORKS INC | PANW | 697435105 | $42.4M | 3.65% | 264,469 | SH |
| 9 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $41.4M | 3.56% | 574,944 | SH |
| 10 | LINDE PLC F | LIN | G54950103 | $41.0M | 3.53% | 82,723 | SH |
| 11 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $37.3M | 3.20% | 172,035 | SH |
| 12 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $36.7M | 3.16% | 79,691 | SH |
| 13 | STRYKER CORP | SYK | 863667101 | $36.5M | 3.14% | 111,030 | SH |
| 14 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $36.2M | 3.11% | 242,036 | SH |
| 15 | CRANE CO | CR | 224408104 | $36.1M | 3.10% | 211,009 | SH |
| 16 | TEXAS INSTRS INC | TXN | 882508104 | $36.0M | 3.10% | 185,521 | SH |
| 17 | TRANE TECHNOLOGIES PLC F | TT | G8994E103 | $35.8M | 3.08% | 85,966 | SH |
| 18 | AMAZON.COM INC | AMZN | 023135106 | $35.8M | 3.08% | 171,821 | SH |
| 19 | SPX TECHNOLOGIES INC | SPXC | 78473E103 | $35.4M | 3.05% | 177,215 | SH |
| 20 | BROADCOM INC | AVGO | 11135F101 | $34.7M | 2.99% | 112,184 | SH |
| 21 | ARISTA NETWORKS INC | ANET | 040413205 | $33.4M | 2.87% | 272,232 | SH |
| 22 | S&P GLOBAL INC | SPGI | 78409V104 | $30.7M | 2.64% | 72,194 | SH |
| 23 | BOOKING HLDGS INC | BKNG | 09857L108 | $23.2M | 2.00% | 5,512 | SH |
| 24 | ISHARES 0-3 MONTH TREASURY BON | SGOV | 46436E718 | $13.2M | 1.13% | 130,697 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $11.6M | 1.00% | 45,677 | SH |
| 26 | CATERPILLAR INC | CAT | 149123101 | $10.1M | 0.87% | 14,251 | SH |
| 27 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.8M | 0.76% | 29,929 | SH |
| 28 | JOHNSON CONTROLS INT F | JCI | G51502105 | $7.8M | 0.67% | 59,859 | SH |
| 29 | CHEVRON CORP NEW | CVX | 166764100 | $6.8M | 0.59% | 32,922 | SH |
| 30 | PROCTER & GAMBLE CO | PG | 742718109 | $6.7M | 0.58% | 46,678 | SH |
| 31 | US BANCORP DEL | USB | 902973304 | $6.7M | 0.58% | 128,688 | SH |
| 32 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.3M | 0.54% | 25,899 | SH |
| 33 | AMERICAN EXPRESS CO | AXP | 025816109 | $6.1M | 0.52% | 20,061 | SH |
| 34 | WASTE MGMT INC DEL | WM | 94106L109 | $6.0M | 0.51% | 25,914 | SH |
| 35 | CME GROUP INC CLASS CLASS A | CME | 12572Q105 | $5.9M | 0.51% | 19,918 | SH |
| 36 | BLACKROCK INC NEW | BLK | 09290D101 | $5.8M | 0.50% | 6,056 | SH |
| 37 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $5.6M | 0.48% | 6,657 | SH |
| 38 | MERCK & CO. INC. | MRK | 58933Y105 | $5.3M | 0.46% | 44,020 | SH |
| 39 | THE COCA-COLA CO | KO | 191216100 | $5.2M | 0.45% | 68,645 | SH |
| 40 | MCDONALDS CORP | MCD | 580135101 | $5.2M | 0.44% | 16,594 | SH |
| 41 | HOME DEPOT INC | HD | 437076102 | $4.7M | 0.41% | 14,408 | SH |
| 42 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $4.1M | 0.36% | 6,351 | SH |
| 43 | VISA INC CLASS CLASS A | V | 92826C839 | $3.9M | 0.34% | 12,902 | SH |
| 44 | QUALCOMM INC | QCOM | 747525103 | $3.7M | 0.32% | 29,077 | SH |
| 45 | VERIZON COMMUNICATIONS I | VZ | 92343V104 | $3.6M | 0.31% | 72,170 | SH |
| 46 | PAYCHEX INC | PAYX | 704326107 | $3.0M | 0.26% | 32,231 | SH |
| 47 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $2.8M | 0.24% | 10,308 | SH |
| 48 | SALESFORCE INC | CRM | 79466L302 | $2.5M | 0.22% | 13,517 | SH |
| 49 | VANGUARD S&P 500 ETF | VOO | 922908363 | $2.4M | 0.21% | 4,025 | SH |
| 50 | PUTNAM FOCUSED LARGE CAP VALUE | PVAL | 746729300 | $1.8M | 0.16% | 38,902 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $1.16B | 96 | 0001556245-26-000003 |
| 2025-12-31 | 2026-02-12 | $1.40B | 105 | 0001556245-26-000001 |
| 2025-09-30 | 2025-11-13 | $1.43B | 108 | 0001556245-25-000007 |