Sandhill Capital Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Sandhill Capital Partners Llc disclosed 98 stock positions valued at approximately $1.23B as of quarter-end June 30, 2026. The largest holdings include STATE STREET SPDR BLOOMBERG 1-, AMPHENOL CORP NEW CLASS A, and GE AEROSPACE.
- Report Period
- June 30, 2026
- No. of Stocks
- 98
- Portfolio Value
- $1.23B
Holdings by Sector
Sandhill Capital Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR BLOOMBERG 1- | BIL | Other | 8.15% | 1,093,403 | -162,910 | -12.97% | $100,199,489 |
| AMPHENOL CORP NEW CLASS A | APH | Technology | 4.73% | 330,298 | -48,432 | -12.79% | $58,238,100 |
| GE AEROSPACE | GE | Industrials | 4.30% | 141,688 | -13,445 | -8.67% | $52,952,876 |
| TEXAS INSTRS INC | TXN | Technology | 4.17% | 171,972 | -13,549 | -7.30% | $51,259,620 |
| STRYKER CORP | SYK | Healthcare | 4.03% | 157,336 | +46,306 | +41.71% | $49,535,571 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.92% | 141,336 | -123,133 | -46.56% | $48,198,288 |
| CHARLES SCHWAB CORP | SCHW | Financial Services | 3.56% | 474,705 | -42,419 | -8.20% | $43,801,044 |
| MICROSOFT CORP | MSFT | Technology | 3.46% | 114,044 | -7,757 | -6.37% | $42,540,841 |
| SERVICENOW INC | NOW | Technology | 3.38% | 418,829 | -125,805 | -23.10% | $41,581,312 |
| FEDERAL SIGNAL CORP | FSS | Industrials | 3.32% | 317,427 | +317,427 | +100.00% | $40,786,241 |
| CRANE CO | CR | Industrials | 3.31% | 182,692 | -28,317 | -13.42% | $40,753,177 |
| SPX TECHNOLOGIES INC | SPXC | Industrials | 3.24% | 162,378 | -14,837 | -8.37% | $39,810,239 |
| LINDE PLC F | LIN | Basic Materials | 3.23% | 76,581 | -6,142 | -7.42% | $39,740,833 |
| FORGENT PWR SOLUTION CLASS A | FPS | Industrials | 3.22% | 709,880 | +709,880 | +100.00% | $39,653,897 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 3.18% | 317,667 | +75,631 | +31.25% | $39,088,974 |
| TRANE TECHNOLOGIES PLC F | TT | Industrials | 3.14% | 78,544 | -7,422 | -8.63% | $38,577,447 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.13% | 161,658 | -10,163 | -5.91% | $38,529,663 |
| ARISTA NETWORKS INC | ANET | Technology | 3.11% | 225,238 | -46,994 | -17.26% | $38,263,431 |
| BROADCOM INC | AVGO | Technology | 3.10% | 101,048 | -11,136 | -9.93% | $38,170,853 |
| UBER TECHNOLOGIES INC | UBER | Technology | 3.09% | 526,933 | -48,011 | -8.35% | $38,023,507 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.61% | 80,839 | +1,148 | +1.44% | $32,147,946 |
| BADGER METER INC | BMI | Technology | 2.43% | 201,632 | +201,632 | +100.00% | $29,918,156 |
| AECOM | ACM | Industrials | 2.35% | 414,675 | -170,789 | -29.17% | $28,944,323 |
| CATERPILLAR INC | CAT | Industrials | 1.18% | 13,642 | -609 | -4.27% | $14,527,366 |
| ISHARES 0-3 MONTH TREASURY BON | SGOV | Other | 1.11% | 135,571 | +4,874 | +3.73% | $13,647,889 |
| APPLE INC | AAPL | Technology | 1.09% | 46,137 | +460 | +1.01% | $13,350,203 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.94% | 15,417 | +9,066 | +142.75% | $11,545,938 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.79% | 29,817 | -112 | -0.37% | $9,759,999 |
| JOHNSON CONTROLS INT F | JCI | Industrials | 0.70% | 59,039 | -820 | -1.37% | $8,626,188 |
| US BANCORP DEL | USB | Financial Services | 0.61% | 125,132 | -3,556 | -2.76% | $7,557,973 |
Showing 30 of 98 holdings in the latest reporting period.