# Sandhill Capital Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1556245. Source: https://holderbook.com/funds/1556245-sandhill-capital-partners-llc/

- Reported value: $1.2B
- Positions: 98
- Weight of the ten largest: 43.0%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $100.2M | 1,093,403 | 8.1% | 13 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $58.2M | 330,298 | 4.7% | 25 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $53.0M | 141,688 | 4.3% | 9 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $51.3M | 171,972 | 4.2% | 15 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $49.5M | 157,336 | 4.0% | 2 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $48.2M | 141,336 | 3.9% | 20 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $43.8M | 474,705 | 3.6% | 13 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $42.5M | 114,044 | 3.5% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $41.6M | 418,829 | 3.4% | 21 |
| FEDERAL SIGNAL CORP | [FSS](https://holderbook.com/stocks/FSS/) | $40.8M | 317,427 | 3.3% | 1 |
| CRANE COMPANY | [CR](https://holderbook.com/stocks/CR/) | $40.8M | 182,692 | 3.3% | 5 |
| SPX TECHNOLOGIES INC | [SPXC](https://holderbook.com/stocks/SPXC/) | $39.8M | 162,378 | 3.2% | 9 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $39.7M | 76,581 | 3.2% | 14 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $39.7M | 709,880 | 3.2% | 1 |
| GUIDEWIRE SOFTWARE INC | [GWRE](https://holderbook.com/stocks/GWRE/) | $39.1M | 317,667 | 3.2% | 5 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $38.6M | 78,544 | 3.1% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $38.5M | 161,658 | 3.1% | 7 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $38.3M | 225,238 | 3.1% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $38.2M | 101,048 | 3.1% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $38.0M | 526,933 | 3.1% | 12 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $32.1M | 80,839 | 2.6% | 17 |
| BADGER METER INC | [BMI](https://holderbook.com/stocks/BMI/) | $29.9M | 201,632 | 2.4% | 1 |
| AECOM | [ACM](https://holderbook.com/stocks/ACM/) | $28.9M | 414,675 | 2.4% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $14.5M | 13,642 | 1.2% | 31 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $13.6M | 135,571 | 1.1% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $13.4M | 46,137 | 1.1% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $11.5M | 15,417 | 0.9% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $9.8M | 29,817 | 0.8% | 31 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $8.6M | 59,039 | 0.7% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $7.6M | 125,132 | 0.6% | 15 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $7.1M | 21,036 | 0.6% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $6.8M | 6,759 | 0.6% | 6 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.5M | 25,662 | 0.5% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.4M | 18,746 | 0.5% | 5 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $6.4M | 43,763 | 0.5% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $5.8M | 6,028 | 0.5% | 8 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $5.7M | 25,623 | 0.5% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $5.7M | 44,059 | 0.5% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $5.5M | 68,054 | 0.4% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $5.4M | 32,632 | 0.4% | 31 |
| PUTNAM ETF TRUST | [PVAL](https://holderbook.com/stocks/PVAL/) | $5.3M | 103,276 | 0.4% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $5.0M | 27,281 | 0.4% | 21 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.7M | 13,449 | 0.4% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $4.7M | 11,253 | 0.4% | 14 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $4.5M | 16,753 | 0.4% | 31 |
| FIDELITY COVINGTON TRUST | [FFLC](https://holderbook.com/stocks/FFLC/) | $4.5M | 76,760 | 0.4% | 2 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $4.4M | 19,986 | 0.4% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $4.2M | 50,355 | 0.3% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.4M | 4,968 | 0.3% | 9 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $3.3M | 33,210 | 0.3% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $3.2M | 75,721 | 0.3% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $3.0M | 21,938 | 0.2% | 2 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $3.0M | 39,100 | 0.2% | 15 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $1.7M | 34,211 | 0.1% | 2 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.5M | 15,497 | 0.1% | 2 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.5M | 15,157 | 0.1% | 14 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $1.4M | 15,822 | 0.1% | 28 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.3M | 8,324 | 0.1% | 31 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $1.3M | 16,074 | 0.1% | 31 |
| ZIMMER BIOMET HOLDINGS INC | [ZBH](https://holderbook.com/stocks/ZBH/) | $1.2M | 13,999 | 0.1% | 18 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $938.7K | 5,992 | 0.1% | 6 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $758.4K | 2,502 | 0.1% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $744.6K | 1,488 | 0.1% | 4 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $733.4K | 8,000 | 0.1% | 31 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $672.0K | 2,400 | 0.1% | 9 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $669.0K | 12,765 | 0.1% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $667.9K | 1,869 | 0.1% | 5 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $659.7K | 2,907 | 0.1% | 31 |
| GENERAL MILLS INC | [GIS](https://holderbook.com/stocks/GIS/) | $650.2K | 18,684 | 0.1% | 31 |
| DOW HLDGS INC | [DOW](https://holderbook.com/stocks/DOW/) | $647.2K | 23,656 | 0.1% | 29 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $626.5K | 4,582 | 0.1% | 1 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $512.1K | 452 | 0.0% | 13 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $462.5K | 3,611 | 0.0% | 5 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $428.8K | 1,164 | 0.0% | 8 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $418.0K | 2,089 | 0.0% | 2 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $395.6K | 7,440 | 0.0% | 6 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $382.7K | 1,608 | 0.0% | 17 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $380.5K | 1,699 | 0.0% | 17 |
| VANGUARD NY TAX FREE FDS | [MUNY](https://holderbook.com/stocks/MUNY/) | $359.9K | 3,461 | 0.0% | 1 |
| EXTRA SPACE STORAGE INC | [EXR](https://holderbook.com/stocks/EXR/) | $347.0K | 2,388 | 0.0% | 12 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $342.0K | 1,138 | 0.0% | 4 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $338.9K | 5,860 | 0.0% | 28 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $337.8K | 16,320 | 0.0% | 31 |
| LAKE SHORE BANCORP INC | [LSBK](https://holderbook.com/stocks/LSBK/) | $324.5K | 18,218 | 0.0% | 4 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $310.8K | 4,130 | 0.0% | 6 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $286.9K | 593 | 0.0% | 1 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $280.7K | 287 | 0.0% | 5 |
| LVMH MOET HENNESSY LOU VUITTON ADR | [LVMUY](https://holderbook.com/stocks/LVMUY/) | $260.9K | 2,359 | 0.0% | 21 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $243.0K | 3,411 | 0.0% | 1 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $240.0K | 4,818 | 0.0% | 27 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $231.1K | 700 | 0.0% | 3 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $216.2K | 978 | 0.0% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $211.8K | 753 | 0.0% | 1 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $208.3K | 1,279 | 0.0% | 1 |
| TENCENT HLDGS LTD ADR | [TCEHY](https://holderbook.com/stocks/TCEHY/) | $201.3K | 3,646 | 0.0% | 8 |
| GAIN THERAPEUTICS INC | [GANX](https://holderbook.com/stocks/GANX/) | $31.3K | 15,400 | 0.0% | 8 |
| NORTHERN DYNASTY MINERALS LT | [NAK](https://holderbook.com/stocks/NAK/) | $19.5K | 10,131 | 0.0% | 1 |
|  | - | $14.9K | 10,000 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.4% | +14.8% | -2.4% | 100% |
| Q1 2026 | -8.6% | -4.6% | -3.9% | 100% |
| Q4 2025 | -2.4% | +2.4% | -4.7% | 100% |
| Q3 2025 | +4.1% | +7.8% | -3.7% | 100% |
| Q2 2025 | +14.6% | +10.5% | +4.2% | 100% |
| Q1 2025 | -5.7% | -4.6% | -1.1% | 100% |
| Q4 2024 | -3.7% | +2.1% | -5.8% | 100% |
| Q3 2024 | +8.1% | +5.4% | +2.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 98 |
| Q1 2026 | $1.2B | 95 |
| Q4 2025 | $1.4B | 104 |
| Q3 2025 | $1.4B | 107 |
| Q2 2025 | $1.4B | 101 |
| Q1 2025 | $1.2B | 93 |
| Q4 2024 | $1.3B | 95 |
| Q3 2024 | $1.4B | 93 |
| Q2 2024 | $1.3B | 88 |
| Q1 2024 | $1.2B | 90 |
| Q4 2023 | $1.2B | 86 |
| Q3 2023 | $1.1B | 87 |