Sandhill Capital Partners LLC

Est. AUM

$1.16B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STREET SPDR BLOOMBERG 1-	COM	$115.1M	1256313	9.90%	SOLE
2	SERVICENOW INC	COM	$56.9M	544634	4.90%	SOLE
3	AECOM	COM	$49.7M	585464	4.27%	SOLE
4	CHARLES SCHWAB CORP	COM	$48.6M	517124	4.18%	SOLE
5	AMPHENOL CORP NEW CLASS CLASS	COM	$47.9M	378730	4.12%	SOLE
6	MICROSOFT CORP	COM	$45.1M	121801	3.88%	SOLE
7	GE AEROSPACE	COM	$44.0M	155133	3.79%	SOLE
8	PALO ALTO NETWORKS INC	COM	$42.4M	264469	3.65%	SOLE
9	UBER TECHNOLOGIES INC	COM	$41.4M	574944	3.56%	SOLE
10	LINDE PLC F	COM	$41.0M	82723	3.53%	SOLE
11	GALLAGHER ARTHUR J & CO	COM	$37.3M	172035	3.21%	SOLE
12	INTUITIVE SURGICAL INC	COM	$36.7M	79691	3.16%	SOLE
13	STRYKER CORP	COM	$36.5M	111030	3.14%	SOLE
14	GUIDEWIRE SOFTWARE INC	COM	$36.2M	242036	3.11%	SOLE
15	CRANE CO	COM	$36.1M	211009	3.10%	SOLE
16	TEXAS INSTRS INC	COM	$36.0M	185521	3.10%	SOLE
17	TRANE TECHNOLOGIES PLC F	COM	$35.8M	85966	3.08%	SOLE
18	AMAZON.COM INC	COM	$35.8M	171821	3.08%	SOLE
19	SPX TECHNOLOGIES INC	COM	$35.4M	177215	3.05%	SOLE
20	BROADCOM INC	COM	$34.7M	112184	2.99%	SOLE
21	ARISTA NETWORKS INC	COM	$33.4M	272232	2.88%	SOLE
22	S&P GLOBAL INC	COM	$30.7M	72194	2.64%	SOLE
23	BOOKING HLDGS INC	COM	$23.2M	5512	2.00%	SOLE
24	ISHARES 0-3 MONTH TREASURY BON	COM	$13.2M	130697	1.13%	SOLE
25	APPLE INC	COM	$11.6M	45677	1.00%	SOLE
26	CATERPILLAR INC	COM	$10.1M	14251	0.87%	SOLE
27	JPMORGAN CHASE & CO	COM	$8.8M	29929	0.76%	SOLE
28	JOHNSON CONTROLS INT F	COM	$7.8M	59859	0.67%	SOLE
29	CHEVRON CORP NEW	COM	$6.8M	32922	0.59%	SOLE
30	PROCTER & GAMBLE CO	COM	$6.7M	46678	0.58%	SOLE
31	US BANCORP DEL	COM	$6.7M	128688	0.58%	SOLE
32	JOHNSON & JOHNSON	COM	$6.3M	25899	0.54%	SOLE
33	AMERICAN EXPRESS CO	COM	$6.1M	20061	0.52%	SOLE
34	WASTE MGMT INC DEL	COM	$6.0M	25914	0.51%	SOLE
35	CME GROUP INC CLASS CLASS A	COM	$5.9M	19918	0.51%	SOLE
36	BLACKROCK INC NEW	COM	$5.8M	6056	0.50%	SOLE
37	GOLDMAN SACHS GROUP INC	COM	$5.6M	6657	0.48%	SOLE
38	MERCK & CO. INC.	COM	$5.3M	44020	0.46%	SOLE
39	THE COCA-COLA CO	COM	$5.2M	68645	0.45%	SOLE
40	MCDONALDS CORP	COM	$5.2M	16594	0.44%	SOLE
41	HOME DEPOT INC	COM	$4.7M	14408	0.41%	SOLE
42	ISHARES CORE S&P 500 ETF	COM	$4.1M	6351	0.36%	SOLE
43	VISA INC CLASS CLASS A	COM	$3.9M	12902	0.34%	SOLE
44	QUALCOMM INC	COM	$3.7M	29077	0.32%	SOLE
45	VERIZON COMMUNICATIONS I	COM	$3.6M	72170	0.31%	SOLE
46	PAYCHEX INC	COM	$3.0M	32231	0.26%	SOLE
47	UNITEDHEALTH GROUP INC	COM	$2.8M	10308	0.24%	SOLE
48	SALESFORCE INC	COM	$2.5M	13517	0.22%	SOLE
49	VANGUARD S&P 500 ETF	COM	$2.4M	4025	0.21%	SOLE
50	PUTNAM FOCUSED LARGE CAP VALUE	COM	$1.8M	38902	0.16%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.