Sandhill Capital Partners LLC
Sandhill Capital Partners LLC reported 98 holdings worth US$1.23B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Sandhill Capital Partners LLC reported 98 holdings worth US$1.23B as of Jun 30, 2026. Largest: Amphenol Corporation, Ge Aerospace and Texas Instruments Incorporated. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 98
- Value as reported
- US$1.23B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amphenol Corporation | 330K | US$58.2M | 4.7% |
| Ge Aerospace | 142K | US$53M | 4.3% |
| Texas Instruments Incorporated | 172K | US$51.3M | 4.2% |
| Stryker Corporation | 157K | US$49.5M | 4.0% |
| Palo Alto Networks, Inc. | 141K | US$48.2M | 3.9% |
| Charles Schwab Corporation (the) | 475K | US$43.8M | 3.6% |
| Microsoft Corp. | 114K | US$42.5M | 3.5% |
| Servicenow, Inc. | 419K | US$41.6M | 3.4% |
| Federal Signal Corporation | 317K | US$40.8M | 3.3% |
| Crane Company | 183K | US$40.8M | 3.3% |
| Spx Technologies, Inc. | 162K | US$39.8M | 3.2% |
| Forgent Power Solutions, Inc. | 710K | US$39.7M | 3.2% |
| Guidewire Software, Inc. | 318K | US$39.1M | 3.2% |
| Amazon.com, Inc. | 162K | US$38.5M | 3.1% |
| Arista Networks, Inc. | 225K | US$38.3M | 3.1% |
| Broadcom Inc. | 101K | US$38.2M | 3.1% |
| Uber Technologies, Inc. | 527K | US$38M | 3.1% |
| Intuitive Surgical, Inc. | 80,839 | US$32.1M | 2.6% |
| Badger Meter, Inc. | 202K | US$29.9M | 2.4% |
| Aecom | 415K | US$28.9M | 2.4% |
| Caterpillar, Inc. | 13,642 | US$14.5M | 1.2% |
| Apple Inc | 46,137 | US$13.4M | 1.1% |
| Jp Morgan Chase & Co. | 29,817 | US$9.76M | 0.79% |
| U.s. Bancorp | 125K | US$7.56M | 0.61% |
| American Express Company | 21,036 | US$7.12M | 0.58% |
| Goldman Sachs Group, Inc. (the) | 6,759 | US$6.84M | 0.56% |
| Johnson & Johnson | 25,662 | US$6.52M | 0.53% |
| Visa Inc. | 18,746 | US$6.43M | 0.52% |
| Procter & Gamble Company (the) | 43,763 | US$6.42M | 0.52% |
| Blackrock, Inc. | 6,028 | US$5.8M | 0.47% |
| Waste Management, Inc. | 25,623 | US$5.71M | 0.46% |
| Merck & Company, Inc. | 44,059 | US$5.66M | 0.46% |
| Coca-cola Company (the) | 68,054 | US$5.53M | 0.45% |
| Chevron Corporation | 32,632 | US$5.41M | 0.44% |
| Qualcomm Incorporated | 27,281 | US$5.04M | 0.41% |
| Home Depot, Inc. (the) | 13,449 | US$4.74M | 0.39% |
| Unitedhealth Group Incorporated | 11,253 | US$4.68M | 0.38% |
| Mcdonald's Corporation | 16,753 | US$4.53M | 0.37% |
| Cme Group Inc. | 19,986 | US$4.41M | 0.36% |
| Paychex, Inc. | 33,210 | US$3.27M | 0.27% |
| Verizon Communications Inc. | 75,721 | US$3.21M | 0.26% |
| Edwards Lifesciences Corporation | 15,822 | US$1.43M | 0.12% |
| 3m Company | 8,324 | US$1.35M | 0.11% |
| Sysco Corporation | 16,074 | US$1.34M | 0.11% |
| Zimmer Biomet Holdings, Inc. | 13,999 | US$1.21M | 0.10% |
| Salesforce, Inc. | 5,992 | US$939K | 0.08% |
| Berkshire Hathaway Inc. | 1,488 | US$745K | 0.06% |
| Colgate-palmolive Company | 8,000 | US$733K | 0.06% |
| Labcorp Holdings Inc. | 2,400 | US$672K | 0.05% |
| Alphabet Inc (google) Class C | 1,869 | US$668K | 0.05% |
| Idex Corporation | 2,907 | US$660K | 0.05% |
| General Mills, Inc. | 18,684 | US$650K | 0.05% |
| Dow Inc. | 23,656 | US$647K | 0.05% |
| United Rentals, Inc. | 452 | US$512K | 0.04% |
| Nvidia Corporation | 2,089 | US$418K | 0.03% |
| M&t Bank Corporation | 1,608 | US$383K | 0.03% |
| Automatic Data Processing, Inc. | 1,699 | US$380K | 0.03% |
| Extra Space Storage Inc | 2,388 | US$347K | 0.03% |
| Mondelez International, Inc. | 5,860 | US$339K | 0.03% |
| At&t Inc. | 16,320 | US$338K | 0.03% |
| Lake Shore Bancorp, Inc. | 18,218 | US$324K | 0.03% |
| Teradyne, Inc. | 593 | US$287K | 0.02% |
| Parker-hannifin Corporation | 287 | US$281K | 0.02% |
| Lvmh Moet Hennessy Louis Vuitton Se | 2,359 | US$261K | 0.02% |
| Truist Financial Corporation | 4,818 | US$240K | 0.02% |
| The Travelers Companies, Inc. | 700 | US$231K | 0.02% |
| International Business Machines Corporation | 753 | US$212K | 0.02% |
| D.r. Horton, Inc. | 1,279 | US$208K | 0.02% |
| Tencent Holdings Ltd | 3,646 | US$201K | 0.02% |
| Gain Therapeutics, Inc. | 15,400 | US$31,262 | <0.01% |
| Northern Dynasty Minerals Ltd. | 10,131 | US$19,452 | <0.01% |
| Nevgold Corp | 10,000 | US$14,900 | <0.01% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Hubbell Inc | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Arthur J. Gallagher & Co. | 0 | US$0 | 0.00% |
Source
View original at SEC
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