Sandhill Capital Partners LLC 13F Holdings · Q2 2026
Sandhill Capital Partners LLC reported 98 securities worth $1.23B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BIL (8.15%), APH (4.73%), GE (4.30%). Among its top 25 positions this quarter: 3 new, 4 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | STATE STREET SPDR BLOOMBERG 1- | $100.2M | 8.15% | 1.1M | Trimmed |
| 2 | APH | AMPHENOL CORP NEW CLASS A | $58.2M | 4.73% | 330,298 | Trimmed |
| 3 | GE | GE AEROSPACE | $53.0M | 4.30% | 141,688 | Trimmed |
| 4 | TXN | TEXAS INSTRS INC | $51.3M | 4.17% | 171,972 | Trimmed |
| 5 | SYK | STRYKER CORP | $49.5M | 4.03% | 157,336 | Added |
| 6 | PANW | PALO ALTO NETWORKS INC | $48.2M | 3.92% | 141,336 | Trimmed |
| 7 | SCHW | CHARLES SCHWAB CORP | $43.8M | 3.56% | 474,705 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $42.5M | 3.46% | 114,044 | Trimmed |
| 9 | NOW | SERVICENOW INC | $41.6M | 3.38% | 418,829 | Trimmed |
| 10 | FSS | FEDERAL SIGNAL CORP | $40.8M | 3.32% | 317,427 | New |
| 11 | CR | CRANE CO | $40.8M | 3.31% | 182,692 | Trimmed |
| 12 | SPXC | SPX TECHNOLOGIES INC | $39.8M | 3.24% | 162,378 | Trimmed |
| 13 | LIN | LINDE PLC F | $39.7M | 3.23% | 76,581 | Trimmed |
| 14 | FPS | FORGENT PWR SOLUTION CLASS A | $39.7M | 3.22% | 709,880 | New |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | $39.1M | 3.18% | 317,667 | Added |
| 16 | TT | TRANE TECHNOLOGIES PLC F | $38.6M | 3.14% | 78,544 | Trimmed |
| 17 | AMZN | AMAZON.COM INC | $38.5M | 3.13% | 161,658 | Trimmed |
| 18 | ANET | ARISTA NETWORKS INC | $38.3M | 3.11% | 225,238 | Trimmed |
| 19 | AVGO | BROADCOM INC | $38.2M | 3.10% | 101,048 | Trimmed |
| 20 | UBER | UBER TECHNOLOGIES INC | $38.0M | 3.09% | 526,933 | Trimmed |
| 21 | ISRG | INTUITIVE SURGICAL INC | $32.1M | 2.61% | 80,839 | Added |
| 22 | BMI | BADGER METER INC | $29.9M | 2.43% | 201,632 | New |
| 23 | ACM | AECOM | $28.9M | 2.35% | 414,675 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $14.5M | 1.18% | 13,642 | Trimmed |
| 25 | SGOV | ISHARES 0-3 MONTH TREASURY BON | $13.6M | 1.11% | 135,571 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR