Holders — by stockHoldings — by fund
Sandhill Capital Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001556245
$1.23B
disclosed book value
98
positions
8.1%
largest position share
Positions, as of 2026-06-30
top 98 of 98 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BILSTATE STREET SPDR BLOOMBERG 1- | 1.1M | $100.2M | 8.1% |
| 2 | APHAMPHENOL CORP NEW CLASS A | 330,298 | $58.2M | 4.7% |
| 3 | GEGE AEROSPACE | 141,688 | $53.0M | 4.3% |
| 4 | TXNTEXAS INSTRS INC | 171,972 | $51.3M | 4.2% |
| 5 | SYKSTRYKER CORP | 157,336 | $49.5M | 4% |
| 6 | PANWPALO ALTO NETWORKS INC | 141,336 | $48.2M | 3.9% |
| 7 | SCHWCHARLES SCHWAB CORP | 474,705 | $43.8M | 3.6% |
| 8 | MSFTMICROSOFT CORP | 114,044 | $42.5M | 3.5% |
| 9 | NOWSERVICENOW INC | 418,829 | $41.6M | 3.4% |
| 10 | FSSFEDERAL SIGNAL CORP | 317,427 | $40.8M | 3.3% |
| 11 | CRCRANE CO | 182,692 | $40.8M | 3.3% |
| 12 | SPXCSPX TECHNOLOGIES INC | 162,378 | $39.8M | 3.2% |
| 13 | LINDE PLC F | 76,581 | $39.7M | 3.2% |
| 14 | FPSFORGENT PWR SOLUTION CLASS A | 709,880 | $39.7M | 3.2% |
| 15 | GWREGUIDEWIRE SOFTWARE INC | 317,667 | $39.1M | 3.2% |
| 16 | TRANE TECHNOLOGIES PLC F | 78,544 | $38.6M | 3.1% |
| 17 | AMZNAMAZON.COM INC | 161,658 | $38.5M | 3.1% |
| 18 | ANETARISTA NETWORKS INC | 225,238 | $38.3M | 3.1% |
| 19 | AVGOBROADCOM INC | 101,048 | $38.2M | 3.1% |
| 20 | UBERUBER TECHNOLOGIES INC | 526,933 | $38.0M | 3.1% |
| 21 | ISRGINTUITIVE SURGICAL INC | 80,839 | $32.1M | 2.6% |
| 22 | BMIBADGER METER INC | 201,632 | $29.9M | 2.4% |
| 23 | ACMAECOM | 414,675 | $28.9M | 2.4% |
| 24 | CATCATERPILLAR INC | 13,642 | $14.5M | 1.2% |
| 25 | SGOVISHARES 0-3 MONTH TREASURY BON | 135,571 | $13.6M | 1.1% |
| 26 | AAPLAPPLE INC | 46,137 | $13.4M | 1.1% |
| 27 | IVVISHARES CORE S&P 500 ETF | 15,417 | $11.5M | 0.9% |
| 28 | JPMJPMORGAN CHASE & CO | 29,817 | $9.8M | 0.8% |
| 29 | JOHNSON CONTROLS INT F | 59,039 | $8.6M | 0.7% |
| 30 | USBUS BANCORP DEL | 125,132 | $7.6M | 0.6% |
| 31 | AXPAMERICAN EXPRESS CO | 21,036 | $7.1M | 0.6% |
| 32 | GSGOLDMAN SACHS GROUP INC | 6,759 | $6.8M | 0.6% |
| 33 | JNJJOHNSON & JOHNSON | 25,662 | $6.5M | 0.5% |
| 34 | VVISA INC CLASS A | 18,746 | $6.4M | 0.5% |
| 35 | PGPROCTER & GAMBLE CO | 43,763 | $6.4M | 0.5% |
| 36 | BLKBLACKROCK INC NEW | 6,028 | $5.8M | 0.5% |
| 37 | WMWASTE MGMT INC DEL | 25,623 | $5.7M | 0.5% |
| 38 | MRKMERCK & CO. INC. | 44,059 | $5.7M | 0.5% |
| 39 | KOTHE COCA-COLA CO | 68,054 | $5.5M | 0.4% |
| 40 | CVXCHEVRON CORP NEW | 32,632 | $5.4M | 0.4% |
| 41 | PVALPUTNAM FOCUSED LARGE CAP VALUE | 103,276 | $5.3M | 0.4% |
| 42 | QCOMQUALCOMM INC | 27,281 | $5.0M | 0.4% |
| 43 | HDHOME DEPOT INC | 13,449 | $4.7M | 0.4% |
| 44 | UNHUNITEDHEALTH GROUP INC | 11,253 | $4.7M | 0.4% |
| 45 | MCDMCDONALDS CORP | 16,753 | $4.5M | 0.4% |
| 46 | FFLCFIDELITY FUNDAMENTAL LARGE CAP | 76,760 | $4.5M | 0.4% |
| 47 | CMECME GROUP INC CLASS CLASS A | 19,986 | $4.4M | 0.4% |
| 48 | VEUVANGUARD FTSE ALL-WORLD EX-US | 50,355 | $4.2M | 0.3% |
| 49 | VOOVANGUARD S&P 500 ETF | 4,968 | $3.4M | 0.3% |
| 50 | PAYXPAYCHEX INC | 33,210 | $3.3M | 0.3% |
| 51 | VZVERIZON COMMUNICATIONS I | 75,721 | $3.2M | 0.3% |
| 52 | IVWISHARES S&P 500 GROWTH ETF | 21,938 | $3.0M | 0.2% |
| 53 | IJHISHARES CORE S&P MID-CAP ETF | 39,100 | $3.0M | 0.2% |
| 54 | TBILF/M US TREASURY 3 MONTH BILL F | 34,211 | $1.7M | 0.1% |
| 55 | AGGISHARES CORE U.S. AGGREGATE BO | 15,497 | $1.5M | 0.1% |
| 56 | IEFAISHARES CORE MSCI EAFE ETF | 15,157 | $1.5M | 0.1% |
| 57 | EWEDWARDS LIFESCIENCES COR | 15,822 | $1.4M | 0.1% |
| 58 | MMM3M CO | 8,324 | $1.3M | 0.1% |
| 59 | SYYSYSCO CORP | 16,074 | $1.3M | 0.1% |
| 60 | ZBHZIMMER BIOMET HLDGS INC | 13,999 | $1.2M | 0.1% |
| 61 | CRMSALESFORCE INC | 5,992 | $938,707 | 0.1% |
| 62 | VBVANGUARD MORNINGSTAR SMALL-CAP | 2,502 | $758,406 | 0.1% |
| 63 | BRK/BBERKSHIRE HATHAWAY CLASS B | 1,488 | $744,580 | 0.1% |
| 64 | CLCOLGATE PALMOLIVE CO | 8,000 | $733,440 | 0.1% |
| 65 | LHLABCORP HLDGS INC | 2,400 | $672,000 | 0.1% |
| 66 | IGSBISHARES 1-5 YEAR INVESTMENT GR | 12,765 | $669,014 | 0.1% |
| 67 | GOOGLALPHABET INC CLASS A | 1,869 | $667,930 | 0.1% |
| 68 | IEXIDEX CORP | 2,907 | $659,744 | 0.1% |
| 69 | GISGENERAL MILLS INC | 18,684 | $650,203 | 0.1% |
| 70 | DOWDOW INC | 23,656 | $647,228 | 0.1% |
| 71 | XOMEXXONMOBIL HLDGS CORP | 4,582 | $626,451 | 0.1% |
| 72 | URIUNITED RENTALS INC | 452 | $512,066 | 0% |
| 73 | AVUSAVANTIS US EQUITY ETF | 3,611 | $462,545 | 0% |
| 74 | GLDSPDR GOLD SHARES | 1,164 | $428,794 | 0% |
| 75 | NVDANVIDIA CORP | 2,089 | $418,007 | 0% |
| 76 | IGIBISHARES 5-10 YEAR INVESTMENT G | 7,440 | $395,590 | 0% |
| 77 | MTBM&T BK CORP | 1,608 | $382,720 | 0% |
| 78 | ADPAUTOMATIC DATA PROCESSIN | 1,699 | $380,491 | 0% |
| 79 | MUNYVANGUARD NEW YORK TAX-EXEMPT B | 3,461 | $359,912 | 0% |
| 80 | EXREXTRA SPACE STORAGE INC REIT | 2,388 | $346,976 | 0% |
| 81 | IWMISHARES RUSSELL 2000 ETF | 1,138 | $341,981 | 0% |
| 82 | MDLZMONDELEZ INTL INC CLASS CLASS | 5,860 | $338,942 | 0% |
| 83 | TAT&T INC | 16,320 | $337,824 | 0% |
| 84 | LSBKLAKE SHORE BANCORP INC M | 18,218 | $324,470 | 0% |
| 85 | VCLTVANGUARD LONG-TERM CORPORATE B | 4,130 | $310,782 | 0% |
| 86 | TERTERADYNE INC | 593 | $286,917 | 0% |
| 87 | PHPARKER-HANNIFIN CORP | 287 | $280,720 | 0% |
| 88 | LVMUYLVMH MOET HENNESSY LOU F SPONS | 2,359 | $260,905 | 0% |
| 89 | VEAVANGUARD FTSE DEVELOPED MARKET | 3,411 | $243,034 | 0% |
| 90 | TFCTRUIST FINL CORP | 4,818 | $240,033 | 0% |
| 91 | TRVTRAVELERS COS INC | 700 | $231,084 | 0% |
| 92 | HONAHONEYWELL AEROSPACE INC | 978 | $216,216 | 0% |
| 93 | IBMIBM CORP | 753 | $211,751 | 0% |
| 94 | DHID R HORTON INC | 1,279 | $208,324 | 0% |
| 95 | TCEHYTENCENT HLDGS LTD F UNSPONSORE | 3,646 | $201,332 | 0% |
| 96 | GANXGAIN THERAPEUTICS INC | 15,400 | $31,262 | 0% |
| 97 | NAKNORTHERN DYNASTY MINER F | 10,131 | $19,452 | 0% |
| 98 | NEVGOLD CORP NEW F | 10,000 | $14,900 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.