Sandhill Capital Partners LLC

CIK

1556245

Location

BUFFALO, NY

Portfolio Value

Mid $1,282,563,011

Diversification

Diversified

Filing Date

Global Rank

#2,133 / 8,794 ▼ 209 · as of Jun 2026

Top Industry

Software - Application 10.9%

Period ended 3 months ago

Filed Aug 13, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

85 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.1%

−0.6 pts

Top 5

28.9%

−2.0 pts

Top 10

45.8%

−3.1 pts

HHI

373

Diversified−26

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$507,414,144	18
Industrials	24.4%	$313,359,341	15
Unclassified	11.9%	$152,249,867	11
Healthcare	7.9%	$101,879,455	9
Financial Services	7.3%	$93,634,510	13
Consumer Cyclical	3.7%	$48,009,586	4
Basic Materials	3.2%	$40,407,623	3
Consumer Defensive	1.2%	$15,014,203	6
Energy	0.5%	$6,035,531	2
Communication Services	0.3%	$4,211,775	3
Real Estate	0.0%	$346,976	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
GWRE	Guidewire Software, Inc.	+75,631	317,667	$39,088,924
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+68,072	264,023	$35,629,968
SYK	Stryker Corp	+46,306	157,336	$49,535,666
FBCG	Fidelity Blue Chip Growth ETF	+45,988	76,760	$4,521,931
VEU	Vanguard FTSE All-World Ex-US ETF	+35,131	50,355	$4,217,231
DYTA	SGI Dynamic Tactical ETF	+20,334	34,211	$1,705,760
V	Visa Inc.	+5,844	18,746	$6,431,565
VZ	Verizon Communications Inc	+3,551	75,721	$3,206,027
ISRG	Intuitive Surgical Inc	+1,148	80,839	$32,148,053
PAYX	Paychex Inc	+979	33,210	$3,265,539
AXP	American Express Co	+975	21,036	$7,115,427
UNH	Unitedhealth Group Inc	+945	11,253	$4,677,084
VB	Vanguard Morningstar Small-Cap ETF	+943	7,470	$4,170,478
AAPL	Apple Inc.	+460	46,137	$13,350,202
MCD	Mcdonalds Corp	+159	16,753	$4,528,503
NVDA	Nvidia Corp	+124	2,089	$417,988
LSBK	Lake Shore Bancorp, Inc. /MD/	+102	18,218	$324,462
GS	Goldman Sachs Group Inc	+102	6,759	$6,835,849
BRK-B	Berkshire Hathaway Inc	+78	1,488	$744,580
GOOGL	Alphabet Inc.	+72	1,869	$667,924
CME	Cme Group Inc.	+68	19,986	$4,413,508
MRK	Merck & Co., Inc.	+39	44,059	$5,661,581
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACM	Aecom	−170,789	414,675	$28,944,315
—		−162,910	1,093,403	$100,199,450
NOW	ServiceNow, Inc.	−125,805	418,829	$41,581,343
PANW	Palo Alto Networks Inc	−123,133	141,336	$48,198,402
APH	Amphenol Corp /De/	−48,432	330,298	$116,476,286
UBER	Uber Technologies, Inc	−48,011	526,933	$38,023,485
ANET	Arista Networks, Inc.	−46,994	225,238	$38,263,431
SCHW	Schwab Charles Corp	−42,419	474,705	$43,801,030
CR	Crane Co	−28,317	182,692	$40,753,104
SPXC	SPX Technologies, Inc.	−14,837	162,378	$39,810,214
TXN	Texas Instruments Inc	−13,549	171,972	$51,259,694
GE	General Electric Co	−13,445	141,688	$52,953,056
AVGO	Broadcom Inc.	−11,136	101,048	$38,170,882
AMZN	Amazon Com Inc	−10,163	161,658	$38,529,567
MSFT	Microsoft Corp	−7,757	114,044	$42,540,692
CRM	Salesforce, Inc.	−7,525	5,992	$938,706
TT	Trane Technologies plc	−7,422	78,544	$38,577,671
LIN	Linde PLC	−6,142	76,581	$39,740,944
USB	US Bancorp De	−3,556	125,132	$7,557,972
PG	PROCTER & GAMBLE Co	−2,915	43,763	$6,417,406
QCOM	Qualcomm Inc/De	−1,796	27,281	$5,041,255
HD	Home Depot, Inc.	−959	13,449	$4,743,193
JCI	Johnson Controls International plc	−820	59,039	$8,626,188
CAT	Caterpillar Inc	−609	13,642	$14,527,365
KO	Coca Cola Co	−591	68,054	$5,530,748
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
FSS	Federal Signal Corp /De/	317,427	$40,786,195
FPS	Forgent Power Solutions, Inc.	709,880	$39,653,896
BMI	Badger Meter Inc	201,632	$29,918,156
MUNY	Vanguard New York Tax-Exempt Bond ETF	3,461	$359,944
TER	Teradyne, Inc	593	$286,917
VEA	Vanguard FTSE Developed Markets ETF	3,411	$243,033
HONA	Honeywell Aerospace Inc.	978	$216,216
IBM	International Business Machines Corp	753	$211,751
DHI	Horton D R Inc /De/	1,279	$208,323
NAK	Northern Dynasty Minerals Ltd	10,131	$19,451
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	172,035	$37,259,340
SPGI	S&P Global Inc.	72,194	$30,706,993
BKNG	Booking Holdings Inc.	5,512	$23,207,283
VBIL	Vanguard 0-3 Month Treasury Bill ETF	11,507	$870,504
HON	Honeywell International Inc	1,958	$442,566
ZTS	Zoetis Inc.	2,508	$296,470
HUBB	Hubbell Inc	442	$216,907
INTU	Intuit Inc.	497	$214,892
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $1,282,563,011 total · filing declares 98 positions · $1,230,063,882 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	Reduced	330,298	-48,432	$116,476,286	+21.7%	9.08%
		Reduced	1,093,403	-162,910	$100,199,450	−13.0%	7.81%
GE	General Electric Co Industrials	Reduced	141,688	-13,445	$52,953,056	+20.3%	4.13%
TXN	Texas Instruments Inc Technology	Reduced	171,972	-13,549	$51,259,694	+42.3%	4.00%
SYK	Stryker Corp Healthcare	Added	157,336	+46,306	$49,535,666	+35.8%	3.86%
PANW	Palo Alto Networks Inc Technology	Reduced	141,336	-123,133	$48,198,402	+13.7%	3.76%
SCHW	Schwab Charles Corp Financial Services	Reduced	474,705	-42,419	$43,801,030	−9.9%	3.42%
MSFT	Microsoft Corp Technology	Reduced	114,044	-7,757	$42,540,692	−5.6%	3.32%
NOW	ServiceNow, Inc. Technology	Reduced	418,829	-125,805	$41,581,343	−27.0%	3.24%
FSS	Federal Signal Corp /De/ Industrials	NEW	317,427	NEW	$40,786,195	NEW	3.18%
CR	Crane Co Industrials	Reduced	182,692	-28,317	$40,753,104	+12.9%	3.18%
SPXC	SPX Technologies, Inc. Industrials	Reduced	162,378	-14,837	$39,810,214	+12.4%	3.10%
LIN	Linde PLC Basic Materials	Reduced	76,581	-6,142	$39,740,944	−3.1%	3.10%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	709,880	NEW	$39,653,896	NEW	3.09%
GWRE	Guidewire Software, Inc. Technology	Added	317,667	+75,631	$39,088,924	+8.0%	3.05%
TT	Trane Technologies plc Industrials	Reduced	78,544	-7,422	$38,577,671	+7.7%	3.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	161,658	-10,163	$38,529,567	+7.7%	3.00%
ANET	Arista Networks, Inc. Technology	Reduced	225,238	-46,994	$38,263,431	+14.5%	2.98%
AVGO	Broadcom Inc. Technology	Reduced	101,048	-11,136	$38,170,882	+9.9%	2.98%
UBER	Uber Technologies, Inc Technology	Reduced	526,933	-48,011	$38,023,485	−8.1%	2.96%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	264,023	+68,072	$35,629,968	—	2.78%
ISRG	Intuitive Surgical Inc Healthcare	Added	80,839	+1,148	$32,148,053	−12.5%	2.51%
BMI	Badger Meter Inc Technology	NEW	201,632	NEW	$29,918,156	NEW	2.33%
ACM	Aecom Industrials	Reduced	414,675	-170,789	$28,944,315	−41.7%	2.26%
CAT	Caterpillar Inc Industrials	Reduced	13,642	-609	$14,527,365	+43.9%	1.13%
AAPL	Apple Inc. Technology	Added	46,137	+460	$13,350,202	+15.2%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,817	-112	$9,759,998	+10.9%	0.76%
JCI	Johnson Controls International plc Industrials	Reduced	59,039	-820	$8,626,188	+10.0%	0.67%
USB	US Bancorp De Financial Services	Reduced	125,132	-3,556	$7,557,972	+12.9%	0.59%
AXP	American Express Co Financial Services	Added	21,036	+975	$7,115,427	+17.3%	0.55%
GS	Goldman Sachs Group Inc Financial Services	Added	6,759	+102	$6,835,849	+21.4%	0.53%
JNJ	Johnson & Johnson Healthcare	Reduced	25,662	-237	$6,517,378	+2.9%	0.51%
V	Visa Inc. Financial Services	Added	18,746	+5,844	$6,431,565	+64.9%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	43,763	-2,915	$6,417,406	−4.8%	0.50%
BLK	BlackRock, Inc. Financial Services	Reduced	6,028	-28	$5,796,283	−0.5%	0.45%
WM	Waste Management Inc Industrials	Reduced	25,623	-291	$5,710,854	−4.1%	0.45%
MRK	Merck & Co., Inc. Healthcare	Added	44,059	+39	$5,661,581	+6.9%	0.44%
KO	Coca Cola Co Consumer Defensive	Reduced	68,054	-591	$5,530,748	+5.9%	0.43%
CVX	Chevron Corp Energy	Reduced	32,632	-290	$5,409,080	−20.6%	0.42%
QCOM	Qualcomm Inc/De Technology	Reduced	27,281	-1,796	$5,041,255	+34.6%	0.39%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,449	-959	$4,743,193	+0.1%	0.37%
UNH	Unitedhealth Group Inc Healthcare	Added	11,253	+945	$4,677,084	+67.7%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Added	16,753	+159	$4,528,503	−12.2%	0.35%
FBCG	Fidelity Blue Chip Growth ETF	Added	76,760	+45,988	$4,521,931	+186.5%	0.35%
CME	Cme Group Inc. Financial Services	Added	19,986	+68	$4,413,508	−25.0%	0.34%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	50,355	+35,131	$4,217,231	+268.9%	0.33%
VB	Vanguard Morningstar Small-Cap ETF	Added	7,470	+943	$4,170,478	+36.3%	0.33%
PAYX	Paychex Inc Technology	Added	33,210	+979	$3,265,539	+10.0%	0.25%
VZ	Verizon Communications Inc Communication Services	Added	75,721	+3,551	$3,206,027	−11.5%	0.25%
DYTA	SGI Dynamic Tactical ETF	Added	34,211	+20,334	$1,705,760	+146.5%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.