Sandhill Capital Partners Llc Portfolio Stock Holdings
Sandhill Capital Partners Llc disclosed 95 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include CHARLES SCHWAB CORP, AMPHENOL CORP NEW CLASS CLASS, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 95
- Portfolio Value
- $1.2B
Holdings by Sector
Sandhill Capital Partners Llc Portfolio Holdings in Q1 2026
50 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB CORP | SCHW | Financial Services | 4.18% | 517,124 | -55,836 | -9.75% | $48,599,327 |
| AMPHENOL CORP NEW CLASS CLASS | APH | Technology | 4.12% | 378,730 | -234,112 | -38.20% | $47,852,479 |
| MICROSOFT CORP | MSFT | Technology | 3.88% | 121,801 | +94,093 | +339.59% | $45,087,217 |
| GE AEROSPACE | GE | Industrials | 3.79% | 155,133 | -36,427 | -19.02% | $44,022,139 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.65% | 264,469 | -136,364 | -34.02% | $42,399,616 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 3.20% | 172,035 | +29,126 | +20.38% | $37,259,392 |
| STRYKER CORP | SYK | Healthcare | 3.14% | 111,030 | +111,030 | +100.00% | $36,483,479 |
| CRANE CO | CR | Industrials | 3.10% | 211,009 | +117,674 | +126.08% | $36,082,591 |
| TEXAS INSTRS INC | TXN | Technology | 3.10% | 185,521 | +161,782 | +681.50% | $36,017,047 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.08% | 171,821 | +151,674 | +752.84% | $35,785,243 |
| ARISTA NETWORKS INC | ANET | Other | 2.87% | 272,232 | -103,995 | -27.64% | $33,424,645 |
| APPLE INC | AAPL | Technology | 1.00% | 45,677 | -3,578 | -7.26% | $11,592,290 |
| CATERPILLAR INC | CAT | Industrials | 0.87% | 14,251 | -1,711 | -10.72% | $10,096,263 |
| CHEVRON CORP NEW | CVX | Energy | 0.59% | 32,922 | -1,643 | -4.75% | $6,811,665 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.58% | 46,678 | -2,350 | -4.79% | $6,742,243 |
| US BANCORP DEL | USB | Financial Services | 0.58% | 128,688 | -828,603 | -86.56% | $6,693,063 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.54% | 25,899 | -1,898 | -6.83% | $6,330,680 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.52% | 20,061 | -1,750 | -8.02% | $6,068,051 |
| THE COCA-COLA CO | KO | Consumer Defensive | 0.45% | 68,645 | -5,328 | -7.20% | $5,220,490 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.44% | 16,594 | -1,087 | -6.15% | $5,157,249 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 14,408 | -723 | -4.78% | $4,738,647 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.36% | 6,351 | +3,591 | +130.11% | $4,148,676 |
| QUALCOMM INC | QCOM | Technology | 0.32% | 29,077 | -1,984 | -6.39% | $3,744,536 |
| PAYCHEX INC | PAYX | Technology | 0.26% | 32,231 | -3,382 | -9.50% | $2,969,120 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.21% | 4,025 | -31 | -0.76% | $2,405,146 |
| PUTNAM FOCUSED LARGE CAP VALUE | PVAL | Other | 0.16% | 38,902 | +38,902 | +100.00% | $1,805,053 |
| FIDELITY FUNDAMENTAL LARGE CAP | FFLC | Other | 0.14% | 30,772 | +30,772 | +100.00% | $1,578,142 |
| SYSCO CORP | SYY | Consumer Defensive | 0.10% | 16,074 | - | - | $1,146,558 |
| VANGUARD FTSE ALL-WORLD EX-US | VEU | Other | 0.10% | 15,224 | +15,224 | +100.00% | $1,143,322 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 0.09% | 15,946 | +7,711 | +93.64% | $1,076,847 |
| ISHARES CORE U.S. AGGREGATE BO | AGG | Other | 0.09% | 9,992 | +9,992 | +100.00% | $991,882 |
| DOW INC | DOW | Basic Materials | 0.08% | 23,656 | -353 | -1.47% | $985,272 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.06% | 6,606 | +6,606 | +100.00% | $747,206 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.06% | 19,159 | - | - | $713,098 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.06% | 8,000 | - | - | $681,840 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 0.06% | 1,410 | +186 | +15.20% | $675,672 |
| VANGUARD SMALL-CAP INDEX FUND | VB | Other | 0.06% | 2,502 | -110 | -4.21% | $655,324 |
| LABCORP HLDGS INC | LH | Healthcare | 0.06% | 2,400 | - | - | $640,344 |
| HONEYWELL INTL INC | HON | Industrials | 0.04% | 1,958 | -332 | -14.50% | $442,566 |
| ISHARES 5-10 YEAR INVESTMENT G | IGIB | Other | 0.04% | 7,682 | +275 | +3.71% | $408,827 |
| AVANTIS US EQUITY ETF | AVUS | Other | 0.03% | 3,636 | +618 | +20.48% | $404,229 |
| AUTOMATIC DATA PROCESSIN | ADP | Technology | 0.03% | 1,699 | - | - | $345,203 |
| MONDELEZ INTL INC CLASS CLASS | MDLZ | Consumer Defensive | 0.03% | 5,860 | -63 | -1.06% | $337,770 |
| UNITED RENTALS INC | URI | Industrials | 0.03% | 452 | - | - | $329,309 |
| ISHARES IBOXX $ INVESTMENT GRA | LQD | Other | 0.02% | 2,500 | -121 | -4.62% | $272,474 |
| LVMH MOET HENNESSY LOU F SPONS | LVMUY | Consumer Cyclical | 0.02% | 2,359 | - | - | $257,697 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.02% | 287 | - | - | $256,934 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.02% | 1,034 | -11 | -1.05% | $256,432 |
| HUBBELL INC | HUBB | Industrials | 0.02% | 442 | -107,868 | -99.59% | $216,907 |
| INTUIT | INTU | Technology | 0.02% | 497 | - | - | $214,893 |