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 SITE
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $15,720,966 | 126,212 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,455,020 | 244,216 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,329,423 | 283,855 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,041,264 | 305,017 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $40,737,354 | 309,155 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,921,652 | 357,310 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $44,091,255 | 363,160 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,118,556 | 258,485 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,003,000 | 258,480 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $41,954,999 | 256,684 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,010,683 | 256,995 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $35,111,124 | 256,529 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,551,301 | 260,410 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,751,956 | 266,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,982,539 | 226,992 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $22,593,105 | 139,731 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $33,406,535 | 137,884 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $27,532,445 | 138,028 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,015,805 | 135,979 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $23,212,956 | 135,955 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $21,035,131 | 132,605 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,166,667 | 132,568 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,967,566 | 131,329 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,163,496 | 165,220 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||