Sandhill Capital Partners LLC

13F filer · CIK 0001556245

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$1.23BU.S. long equity reported on 13F

Positions757 new · 7 closed

Net flow last quarter-$84.8MBuys minus sells

Top 10 positions weight38.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202675 positions
APHAmphenol Corp	$58.2M	4.73%	0.03%	-12.8%	Q2 2020
GEGeneral Electric Co	$53M	4.30%	0.01%	-8.7%	Q2 2024
TXNTexas Instruments Inc	$51.3M	4.17%	0.02%	-7.3%	Q4 2022
SYKStryker Corp	$49.5M	4.03%	0.04%	+41.7%	Q1 2026
PANWPalo Alto Networks Inc	$48.2M	3.92%	0.02%	-46.6%	Q3 2021
SCHWSchwab Charles Corp	$43.8M	3.56%	0.03%	-8.2%	Q2 2023
MSFTMicrosoft Corp	$42.5M	3.46%	0.00%	-6.4%	Q3 2018
NOWServiceNow, Inc.	$41.6M	3.38%	0.04%	-23.1%	Q2 2021
FSSFederal Signal Corp	$40.8M	3.32%	0.52%	New	Q2 2026
CRCrane Co	$40.8M	3.31%	0.32%	-13.4%	Q2 2025
SPXCSPX Technologies, Inc.	$39.8M	3.24%	0.32%	-8.4%	Q2 2024
LINLinde PLC	$39.7M	3.23%	0.02%	-7.4%	Q4 2018
FPSForgent Power Solutions, Inc.	$39.7M	3.22%	Not reported	New	Q2 2026
GWREGuidewire Software, Inc.	$39.1M	3.18%	0.38%	+31.3%	Q3 2017
TTTrane Technologies plc	$38.6M	3.14%	0.04%	-8.6%	Q1 2025
AMZNAmazon Com Inc	$38.5M	3.13%	0.00%	-5.9%	Q4 2024
ANETArista Networks, Inc.	$38.3M	3.11%	0.02%	-17.3%	Q1 2025
AVGOBroadcom Inc.	$38.2M	3.10%	0.00%	-9.9%	Q2 2018
UBERUber Technologies, Inc	$38M	3.09%	0.03%	-8.4%	Q3 2023
ISRGIntuitive Surgical Inc	$32.1M	2.61%	0.02%	+1.4%	Q2 2022
BMIBadger Meter Inc	$29.9M	2.43%	0.69%	New	Q2 2026
ACMAecom	$28.9M	2.35%	0.32%	-29.2%	Q4 2024
CATCaterpillar Inc	$14.5M	1.18%	0.00%	-4.3%	Q2 2013
AAPLApple Inc.	$13.4M	1.09%	0.00%	+1.0%	Q2 2013
JPMJPMorgan Chase & Co	$9.76M	0.79%	0.00%	-0.4%	Q2 2013
JCIJohnson Controls International plc	$8.63M	0.70%	0.01%	-1.4%	Q1 2018
USBUS Bancorp \de\	$7.56M	0.61%	0.01%	-2.8%	Q3 2020
AXPAmerican Express Co	$7.12M	0.58%	0.00%	+4.9%	Q2 2013
GSGoldman Sachs Group Inc	$6.84M	0.56%	0.00%	+1.5%	Q1 2025
JNJJohnson & Johnson	$6.52M	0.53%	0.00%	-0.9%	Q2 2013
VVisa Inc.	$6.43M	0.52%	0.00%	+45.3%	Q2 2025
PGPROCTER & GAMBLE Co	$6.42M	0.52%	0.00%	-6.2%	Q2 2013
BLKBlackRock, Inc.	$5.8M	0.47%	0.00%	-0.5%	Q2 2022
WMWaste Management Inc	$5.71M	0.46%	0.01%	-1.1%	Q2 2013
MRKMerck & Co., Inc.	$5.66M	0.46%	0.00%	+0.1%	Q2 2013
KOCoca Cola Co	$5.53M	0.45%	0.00%	-0.9%	Q2 2013
CVXChevron Corp	$5.41M	0.44%	0.00%	-0.9%	Q2 2013
QCOMQualcomm Inc	$5.04M	0.41%	0.00%	-6.2%	Q2 2021
HDHome Depot, Inc.	$4.74M	0.39%	0.00%	-6.7%	Q2 2013
UNHUnitedhealth Group Inc	$4.68M	0.38%	0.00%	+9.2%	Q1 2022
MCDMcdonalds Corp	$4.53M	0.37%	0.00%	+1.0%	Q2 2013
CMECme Group Inc.	$4.41M	0.36%	0.01%	+0.3%	Q3 2025
PAYXPaychex Inc	$3.27M	0.27%	0.01%	+3.0%	Q2 2013
VZVerizon Communications Inc	$3.21M	0.26%	0.00%	+4.9%	Q2 2013
EWEdwards Lifesciences Corp	$1.43M	0.12%	0.00%	Not reported	Q2 2013
MMM3m Co	$1.35M	0.11%	0.00%	-2.4%	Q2 2013
SYYSysco Corp	$1.34M	0.11%	0.00%	Not reported	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$1.21M	0.10%	0.01%	-0.2%	Q1 2022
CRMSalesforce, Inc.	$939K	0.08%	0.00%	-55.7%	Q1 2025
BRK.BBerkshire Hathaway Inc	$745K	0.06%	Not reported	+5.5%	Q3 2025

Q1 2026Reported May 14, 202674 positions
NOWServiceNow, Inc.	$56.9M	4.90%	0.05%	+66.3%	Q2 2021
ACMAecom	$49.7M	4.27%	0.46%	+24.0%	Q4 2024
SCHWSchwab Charles Corp	$48.6M	4.18%	0.03%	-9.8%	Q2 2023
APHAmphenol Corp	$47.9M	4.12%	0.03%	-38.2%	Q2 2020
MSFTMicrosoft Corp	$45.1M	3.88%	0.00%	+339.6%	Q3 2018
GEGeneral Electric Co	$44M	3.79%	0.01%	-19.0%	Q2 2024
PANWPalo Alto Networks Inc	$42.4M	3.65%	0.03%	-34.0%	Q3 2021
UBERUber Technologies, Inc	$41.4M	3.56%	0.03%	-9.9%	Q3 2023
LINLinde PLC	$41M	3.53%	0.02%	-8.0%	Q4 2018
AJGArthur J. Gallagher & Co.	$37.3M	3.20%	0.07%	+20.4%	Q3 2025
ISRGIntuitive Surgical Inc	$36.7M	3.16%	0.02%	-30.4%	Q2 2022
SYKStryker Corp	$36.5M	3.14%	0.03%	New	Q1 2026
GWREGuidewire Software, Inc.	$36.2M	3.11%	0.29%	+16.6%	Q3 2017
CRCrane Co	$36.1M	3.10%	0.37%	+126.1%	Q2 2025
TXNTexas Instruments Inc	$36M	3.10%	0.02%	+681.5%	Q4 2022
TTTrane Technologies plc	$35.8M	3.08%	0.04%	-9.1%	Q1 2025
AMZNAmazon Com Inc	$35.8M	3.08%	0.00%	+752.8%	Q4 2024
SPXCSPX Technologies, Inc.	$35.4M	3.05%	0.35%	-35.4%	Q2 2024
AVGOBroadcom Inc.	$34.7M	2.99%	0.00%	+178.0%	Q2 2018
ANETArista Networks, Inc.	$33.4M	2.87%	0.02%	-27.6%	Q1 2025
SPGIS&P Global Inc.	$30.7M	2.64%	0.02%	-9.7%	Q4 2020
BKNGBooking Holdings Inc.	$23.2M	2.00%	0.02%	-8.2%	Q3 2022
AAPLApple Inc.	$11.6M	1.00%	0.00%	-7.3%	Q2 2013
CATCaterpillar Inc	$10.1M	0.87%	0.00%	-10.7%	Q2 2013
JPMJPMorgan Chase & Co	$8.8M	0.76%	0.00%	-10.1%	Q2 2013
JCIJohnson Controls International plc	$7.84M	0.67%	0.01%	-8.1%	Q1 2018
CVXChevron Corp	$6.81M	0.59%	0.00%	-4.8%	Q2 2013
PGPROCTER & GAMBLE Co	$6.74M	0.58%	0.00%	-4.8%	Q2 2013
USBUS Bancorp \de\	$6.69M	0.58%	0.01%	-86.6%	Q3 2020
JNJJohnson & Johnson	$6.33M	0.54%	0.00%	-6.8%	Q2 2013
AXPAmerican Express Co	$6.07M	0.52%	0.00%	-8.0%	Q2 2013
WMWaste Management Inc	$5.95M	0.51%	0.01%	-6.0%	Q2 2013
CMECme Group Inc.	$5.88M	0.51%	0.01%	-9.5%	Q3 2025
BLKBlackRock, Inc.	$5.82M	0.50%	0.00%	-11.2%	Q2 2022
GSGoldman Sachs Group Inc	$5.63M	0.48%	0.00%	+1.0%	Q1 2025
MRKMerck & Co., Inc.	$5.3M	0.46%	0.00%	-7.9%	Q2 2013
KOCoca Cola Co	$5.22M	0.45%	0.00%	-7.2%	Q2 2013
MCDMcdonalds Corp	$5.16M	0.44%	0.00%	-6.2%	Q2 2013
HDHome Depot, Inc.	$4.74M	0.41%	0.00%	-4.8%	Q2 2013
VVisa Inc.	$3.9M	0.34%	0.00%	-7.3%	Q2 2025
QCOMQualcomm Inc	$3.74M	0.32%	0.00%	-6.4%	Q2 2021
VZVerizon Communications Inc	$3.62M	0.31%	0.00%	-5.7%	Q2 2013
PAYXPaychex Inc	$2.97M	0.26%	0.01%	-9.5%	Q2 2013
UNHUnitedhealth Group Inc	$2.79M	0.24%	0.00%	-19.6%	Q1 2022
CRMSalesforce, Inc.	$2.52M	0.22%	0.00%	-9.2%	Q1 2025
ZBHZimmer Biomet Holdings, Inc.	$1.27M	0.11%	0.01%	Not reported	Q1 2022
EWEdwards Lifesciences Corp	$1.27M	0.11%	0.00%	-4.5%	Q2 2013
MMM3m Co	$1.24M	0.11%	0.00%	-0.1%	Q2 2013
SYYSysco Corp	$1.15M	0.10%	0.00%	Not reported	Q2 2013
DOWDow Inc.	$985K	0.08%	0.00%	-1.5%	Q2 2019

Q4 2025Reported Feb 12, 202689 positions
APHAmphenol Corp	$82.8M	5.90%	0.05%	-3.1%	Q2 2020
PANWPalo Alto Networks Inc	$73.8M	5.26%	0.06%	-3.3%	Q3 2021
ISRGIntuitive Surgical Inc	$64.8M	4.62%	0.03%	-2.7%	Q2 2022
GEGeneral Electric Co	$59M	4.20%	0.02%	-2.5%	Q2 2024
SCHWSchwab Charles Corp	$57.2M	4.08%	0.03%	-2.7%	Q2 2023
SPXCSPX Technologies, Inc.	$54.9M	3.91%	0.55%	-2.7%	Q2 2024
UBERUber Technologies, Inc	$52.1M	3.71%	0.03%	-2.7%	Q3 2023
USBUS Bancorp \de\	$51.1M	3.64%	0.06%	-3.7%	Q3 2020
NOWServiceNow, Inc.	$50.2M	3.57%	0.03%	-3.1%	Q2 2021
ANETArista Networks, Inc.	$49.3M	3.51%	0.03%	-2.9%	Q1 2025
HUBBHubbell Inc	$48.1M	3.43%	0.20%	-4.2%	Q2 2024
TYLTyler Technologies Inc	$45.5M	3.24%	0.21%	+11.6%	Q4 2022
ACMAecom	$45M	3.21%	0.37%	-3.0%	Q4 2024
SPGIS&P Global Inc.	$41.8M	2.97%	0.03%	-2.5%	Q4 2020
GWREGuidewire Software, Inc.	$41.7M	2.97%	0.24%	+100.8%	Q3 2017
CDNSCadence Design Systems Inc	$40.4M	2.88%	0.05%	-2.5%	Q2 2024
LINLinde PLC	$38.3M	2.73%	0.02%	-2.3%	Q4 2018
AJGArthur J. Gallagher & Co.	$37M	2.63%	0.06%	+32.0%	Q3 2025
TTTrane Technologies plc	$36.8M	2.62%	0.04%	-2.6%	Q1 2025
TTANServiceTitan, Inc.	$36.6M	2.61%	0.97%	+28.0%	Q3 2025
BKNGBooking Holdings Inc.	$32.2M	2.29%	0.02%	-3.0%	Q3 2022
CRCrane Co	$17.2M	1.23%	0.16%	-2.1%	Q2 2025
SITESiteOne Landscape Supply, Inc.	$15.7M	1.12%	0.28%	-48.3%	Q1 2017
AVGOBroadcom Inc.	$14M	0.99%	0.00%	-5.8%	Q2 2018
MSFTMicrosoft Corp	$13.4M	0.95%	0.00%	+0.8%	Q3 2018
AAPLApple Inc.	$13.4M	0.95%	0.00%	0.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$11.5M	0.82%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$10.7M	0.76%	0.00%	-4.8%	Q2 2013
CATCaterpillar Inc	$9.14M	0.65%	0.00%	-0.8%	Q2 2013
AXPAmerican Express Co	$8.07M	0.57%	0.00%	-3.8%	Q2 2013
JCIJohnson Controls International plc	$7.8M	0.56%	0.01%	-1.4%	Q1 2018
BLKBlackRock, Inc.	$7.3M	0.52%	0.00%	-0.4%	Q2 2022
PGPROCTER & GAMBLE Co	$7.03M	0.50%	0.00%	+21.3%	Q2 2013
WMWaste Management Inc	$6.06M	0.43%	0.01%	+0.4%	Q2 2013
CMECme Group Inc.	$6.01M	0.43%	0.01%	-0.4%	Q3 2025
GSGoldman Sachs Group Inc	$5.8M	0.41%	0.00%	-1.2%	Q1 2025
JNJJohnson & Johnson	$5.75M	0.41%	0.00%	-0.8%	Q2 2013
MCDMcdonalds Corp	$5.4M	0.38%	0.00%	+0.9%	Q2 2013
QCOMQualcomm Inc	$5.31M	0.38%	0.00%	-0.5%	Q2 2021
CVXChevron Corp	$5.27M	0.38%	0.00%	-0.7%	Q2 2013
HDHome Depot, Inc.	$5.21M	0.37%	0.00%	+0.7%	Q2 2013
KOCoca Cola Co	$5.17M	0.37%	0.00%	-0.3%	Q2 2013
MRKMerck & Co., Inc.	$5.03M	0.36%	0.00%	-0.6%	Q2 2013
VVisa Inc.	$4.88M	0.35%	0.00%	+0.6%	Q2 2025
AMZNAmazon Com Inc	$4.65M	0.33%	0.00%	-0.8%	Q4 2024
UNHUnitedhealth Group Inc	$4.23M	0.30%	0.00%	-11.7%	Q1 2022
TXNTexas Instruments Inc	$4.12M	0.29%	0.00%	-0.6%	Q4 2022
PAYXPaychex Inc	$4M	0.28%	0.01%	-2.7%	Q2 2013
CRMSalesforce, Inc.	$3.94M	0.28%	0.00%	-10.9%	Q1 2025
VZVerizon Communications Inc	$3.12M	0.22%	0.00%	-5.6%	Q2 2013

Q3 2025Reported Nov 13, 202592 positions
PANWPalo Alto Networks Inc	$84.4M	5.89%	0.06%	-0.9%	Q3 2021
APHAmphenol Corp	$78.2M	5.46%	0.05%	-1.0%	Q2 2020
UBERUber Technologies, Inc	$64.2M	4.48%	0.03%	-0.7%	Q3 2023
ACMAecom	$63.5M	4.43%	0.37%	-0.7%	Q4 2024
NOWServiceNow, Inc.	$62.2M	4.34%	0.03%	-0.4%	Q2 2021
GEGeneral Electric Co	$59.1M	4.13%	0.02%	-33.8%	Q2 2024
ANETArista Networks, Inc.	$56.4M	3.94%	0.03%	-0.6%	Q1 2025
SCHWSchwab Charles Corp	$56.2M	3.93%	0.03%	-1.1%	Q2 2023
SPXCSPX Technologies, Inc.	$52.7M	3.68%	0.57%	-0.7%	Q2 2024
ISRGIntuitive Surgical Inc	$52.6M	3.67%	0.03%	-0.4%	Q2 2022
HUBBHubbell Inc	$48.6M	3.39%	0.21%	-0.7%	Q2 2024
USBUS Bancorp \de\	$48M	3.35%	0.06%	-1.6%	Q3 2020
TYLTyler Technologies Inc	$46.9M	3.28%	0.19%	-0.4%	Q4 2022
CDNSCadence Design Systems Inc	$46.5M	3.25%	0.05%	-0.7%	Q2 2024
LINLinde PLC	$43.7M	3.05%	0.02%	-0.2%	Q4 2018
TTTrane Technologies plc	$40.9M	2.86%	0.04%	+1.4%	Q1 2025
SPGIS&P Global Inc.	$39.9M	2.78%	0.03%	-0.7%	Q4 2020
AJGArthur J. Gallagher & Co.	$33.5M	2.34%	0.04%	New	Q3 2025
BKNGBooking Holdings Inc.	$33.4M	2.33%	0.02%	+0.2%	Q3 2022
SITESiteOne Landscape Supply, Inc.	$31.5M	2.20%	0.55%	-14.0%	Q1 2017
TTANServiceTitan, Inc.	$27.1M	1.89%	0.76%	New	Q3 2025
GWREGuidewire Software, Inc.	$23.8M	1.66%	0.12%	-0.3%	Q3 2017
DHRDanaher Corp	$23.3M	1.63%	0.02%	-19.6%	Q2 2021
CRCrane Co	$17.6M	1.23%	0.17%	+56.2%	Q2 2025
MSFTMicrosoft Corp	$14.2M	0.99%	0.00%	+0.4%	Q3 2018
AVGOBroadcom Inc.	$14.1M	0.99%	0.00%	-15.9%	Q2 2018
AAPLApple Inc.	$12.5M	0.88%	0.00%	+1.4%	Q2 2013
JPMJPMorgan Chase & Co	$11M	0.77%	0.00%	-1.7%	Q2 2013
BLKBlackRock, Inc.	$7.99M	0.56%	0.00%	-0.3%	Q2 2022
CATCaterpillar Inc	$7.68M	0.54%	0.00%	+0.1%	Q2 2013
AXPAmerican Express Co	$7.53M	0.53%	0.00%	-0.1%	Q2 2013
JCIJohnson Controls International plc	$7.26M	0.51%	0.01%	-1.4%	Q1 2018
PGPROCTER & GAMBLE Co	$6.21M	0.43%	0.00%	+1.1%	Q2 2013
HDHome Depot, Inc.	$6.09M	0.42%	0.00%	+1.0%	Q2 2013
WMWaste Management Inc	$6.07M	0.42%	0.01%	+0.5%	Q2 2013
CMECme Group Inc.	$5.97M	0.42%	0.01%	New	Q3 2025
CVXChevron Corp	$5.4M	0.38%	0.00%	-1.8%	Q2 2013
MCDMcdonalds Corp	$5.33M	0.37%	0.00%	+1.5%	Q2 2013
GSGoldman Sachs Group Inc	$5.31M	0.37%	0.00%	-0.5%	Q1 2025
JNJJohnson & Johnson	$5.2M	0.36%	0.00%	0.0%	Q2 2013
QCOMQualcomm Inc	$5.19M	0.36%	0.00%	-0.5%	Q2 2021
UNHUnitedhealth Group Inc	$5.02M	0.35%	0.00%	-0.1%	Q1 2022
KOCoca Cola Co	$4.92M	0.34%	0.00%	+1.2%	Q2 2013
VVisa Inc.	$4.72M	0.33%	0.00%	+1.2%	Q2 2025
PAYXPaychex Inc	$4.64M	0.32%	0.01%	0.0%	Q2 2013
AMZNAmazon Com Inc	$4.46M	0.31%	0.00%	+0.3%	Q4 2024
TXNTexas Instruments Inc	$4.39M	0.31%	0.00%	+0.5%	Q4 2022
MRKMerck & Co., Inc.	$4.04M	0.28%	0.00%	+0.3%	Q2 2013
CRMSalesforce, Inc.	$3.96M	0.28%	0.00%	-0.5%	Q1 2025
VZVerizon Communications Inc	$3.56M	0.25%	0.00%	-2.1%	Q2 2013

Premium opens every quarter this fund has filed