Sandhill Capital Partners LLC
Top Portfolio Positions
74 positions ·
$1,014,718,922 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NOW |
ServiceNow, Inc.
Technology
|
544,634 | $56,941,484 | 5.61% | |
| ACM |
Aecom
Industrials
|
585,464 | $49,659,056 | 4.89% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
517,124 | $48,599,313 | 4.79% | |
| APH |
Amphenol Corp /De/
Technology
|
378,730 | $47,852,535 | 4.72% | |
| MSFT |
Microsoft Corp
Technology
|
121,801 | $45,087,076 | 4.44% | |
| GE |
General Electric Co
Industrials
|
155,133 | $44,022,091 | 4.34% | |
| PANW |
Palo Alto Networks Inc
Technology
|
264,469 | $42,399,670 | 4.18% | |
| UBER |
Uber Technologies, Inc
Technology
|
574,944 | $41,355,721 | 4.08% | |
| LIN |
Linde PLC
Basic Materials
|
82,723 | $41,010,754 | 4.04% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
172,035 | $37,259,340 | 3.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,659,056 | 585,464 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $45,012,156 | 472,172 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $63,508,620 | 486,768 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $55,294,176 | 489,936 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $45,342,929 | 488,978 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,933,015 | 345,750 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||