Sandhill Capital Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.16B
Q ending 2026-03-31
Prior quarter
$1.40B
Q ending 2025-12-31
Change
-17.2% QoQ · -4.4% YoY
Positions
95
reported holdings
Largest positions
All 95 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Street Spdr Bloomberg 1- | Shares | $115.1M | 1.3M | |
| Servicenow Inc | Shares | $56.9M | 545K | |
| Aecom | Shares | $49.7M | 585K | |
| Charles Schwab Corp | SCHW | Shares | $48.6M | 517K |
| Amphenol Corp New Class Class | APH | Shares | $47.9M | 379K |
| Microsoft Corp | MSFT | Shares | $45.1M | 122K |
| Ge Aerospace | GE | Shares | $44.0M | 155K |
| Palo Alto Networks Inc | PANW | Shares | $42.4M | 264K |
| Uber Technologies Inc | Shares | $41.4M | 575K | |
| Linde Plc F | Shares | $41.0M | 83K | |
| Gallagher Arthur J & Co | AJG | Shares | $37.3M | 172K |
| Intuitive Surgical Inc | Shares | $36.7M | 80K | |
| Stryker Corp | SYK | Shares | $36.5M | 111K |
| Guidewire Software Inc | Shares | $36.2M | 242K | |
| Crane Co | CR | Shares | $36.1M | 211K |
| Texas Instrs Inc | TXN | Shares | $36.0M | 186K |
| Trane Technologies Plc F | Shares | $35.8M | 86K | |
| Amazon.Com Inc | AMZN | Shares | $35.8M | 172K |
| Spx Technologies Inc | Shares | $35.4M | 177K | |
| Broadcom Inc | Shares | $34.7M | 112K | |
| Arista Networks Inc | ANET | Shares | $33.4M | 272K |
| S&P Global Inc | Shares | $30.7M | 72K | |
| Booking Hldgs Inc | Shares | $23.2M | 6K | |
| Ishares 0-3 Month Treasury Bon | Shares | $13.2M | 131K | |
| Apple Inc | AAPL | Shares | $11.6M | 46K |
| Caterpillar Inc | CAT | Shares | $10.1M | 14K |
| Jpmorgan Chase & Co | Shares | $8.8M | 30K | |
| Johnson Controls Int F | Shares | $7.8M | 60K | |
| Chevron Corp New | CVX | Shares | $6.8M | 33K |
| Procter & Gamble Co | PG | Shares | $6.7M | 47K |
| Us Bancorp Del | USB | Shares | $6.7M | 129K |
| Johnson & Johnson | JNJ | Shares | $6.3M | 26K |
| American Express Co | AXP | Shares | $6.1M | 20K |
| Waste Mgmt Inc Del | Shares | $6.0M | 26K | |
| Cme Group Inc Class Class A | Shares | $5.9M | 20K | |
| Blackrock Inc New | Shares | $5.8M | 6K | |
| Goldman Sachs Group Inc | Shares | $5.6M | 7K | |
| Merck & Co. Inc. | Shares | $5.3M | 44K | |
| The Coca-Cola Co | KO | Shares | $5.2M | 69K |
| Mcdonalds Corp | MCD | Shares | $5.2M | 17K |
| Home Depot Inc | HD | Shares | $4.7M | 14K |
| Ishares Core S&P 500 Etf | IVV | Shares | $4.1M | 6K |
| Visa Inc Class Class A | Shares | $3.9M | 13K | |
| Qualcomm Inc | QCOM | Shares | $3.7M | 29K |
| Verizon Communications I | Shares | $3.6M | 72K | |
| Paychex Inc | PAYX | Shares | $3.0M | 32K |
| Unitedhealth Group Inc | Shares | $2.8M | 10K | |
| Salesforce Inc | Shares | $2.5M | 14K | |
| Vanguard S&P 500 Etf | VOO | Shares | $2.4M | 4K |
| Putnam Focused Large Cap Value | PVAL | Shares | $1.8M | 39K |
| Fidelity Fundamental Large Cap | FFLC | Shares | $1.6M | 31K |
| Ishares Core Msci Eafe Etf | Shares | $1.4M | 15K | |
| Zimmer Biomet Hldgs Inc | Shares | $1.3M | 14K | |
| Edwards Lifesciences Cor | Shares | $1.3M | 16K | |
| 3M Co | Shares | $1.2M | 9K | |
| Sysco Corp | SYY | Shares | $1.1M | 16K |
| Vanguard Ftse All-World Ex-Us | VEU | Shares | $1.1M | 15K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $1.1M | 16K |
| Ishares Core U.S. Aggregate Bo | AGG | Shares | $992K | 10K |
| Dow Inc | DOW | Shares | $985K | 24K |
| Vanguard 0-3 Month Treasury Bi | VBIL | Shares | $871K | 12K |
| Exxon Mobil Corp | Shares | $784K | 5K | |
| Ishares S&P 500 Growth Etf | IVW | Shares | $747K | 7K |
| General Mills Inc | GIS | Shares | $713K | 19K |
| F/M Us Treasury 3 Month Bill F | Shares | $692K | 14K | |
| Colgate Palmolive Co | CL | Shares | $682K | 8K |
| Berkshire Hathaway Class B | BRK/B | Shares | $676K | 1K |
| Vanguard Small-Cap Index Fund | VB | Shares | $655K | 3K |
| Labcorp Hldgs Inc | LH | Shares | $640K | 2K |
| Idex Corp | Shares | $551K | 3K | |
| Alphabet Inc Class A | Shares | $517K | 2K | |
| Spdr Gold Shares | Shares | $504K | 1K | |
| At&T Inc | Shares | $485K | 17K | |
| Honeywell Intl Inc | HONGBP | Shares | $443K | 2K |
| Ishares 5-10 Year Investment G | IGIB | Shares | $409K | 8K |
| Avantis Us Equity Etf | AVUS | Shares | $404K | 4K |
| M&T Bk Corp | Shares | $370K | 2K | |
| Automatic Data Processin | ADP | Shares | $345K | 2K |
| Nvidia Corp | Shares | $343K | 2K | |
| Extra Space Storage Inc Reit | Shares | $339K | 3K | |
| Mondelez Intl Inc Class Class | MDLZ | Shares | $338K | 6K |
| United Rentals Inc | URI | Shares | $329K | 452 |
| Vanguard Long-Term Corporate B | Shares | $309K | 4K | |
| Zoetis Inc Class Class A | Shares | $296K | 3K | |
| Lake Shore Bancorp Inc M | LSBK | Shares | $275K | 18K |
| Ishares Iboxx $ Investment Gra | LQD | Shares | $272K | 3K |
| Lvmh Moet Hennessy Lou F Spons | LVMUY | Shares | $258K | 2K |
| Parker-Hannifin Corp | PH | Shares | $257K | 287 |
| Ishares Russell 2000 Etf | IWM | Shares | $256K | 1K |
| Tencent Hldgs Ltd F Unsponsore | Shares | $231K | 4K | |
| Truist Finl Corp | Shares | $221K | 5K | |
| Hubbell Inc | HUBB | Shares | $217K | 442 |
| Intuit | INTU | Shares | $215K | 497 |
| Travelers Cos Inc | Shares | $204K | 700 | |
| Gain Therapeutics Inc | Shares | $30K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.