Sandhill Capital Partners LLC 13F 持仓 · 2026年Q2
Sandhill Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 12.30 亿美元。前几大持仓：BIL（8.15%）、APH（4.73%）、GE（4.30%）。本季前 25 大持仓中：新建仓 3 只、增持 4 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | STATE STREET SPDR BLOOMBERG 1- | $100.2M | 8.15% | 1.1M | 减持 |
| 2 | APH | AMPHENOL CORP NEW CLASS A | $58.2M | 4.73% | 330,298 | 减持 |
| 3 | GE | GE AEROSPACE | $53.0M | 4.30% | 141,688 | 减持 |
| 4 | TXN | TEXAS INSTRS INC | $51.3M | 4.17% | 171,972 | 减持 |
| 5 | SYK | STRYKER CORP | $49.5M | 4.03% | 157,336 | 增持 |
| 6 | PANW | PALO ALTO NETWORKS INC | $48.2M | 3.92% | 141,336 | 减持 |
| 7 | SCHW | CHARLES SCHWAB CORP | $43.8M | 3.56% | 474,705 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $42.5M | 3.46% | 114,044 | 减持 |
| 9 | NOW | SERVICENOW INC | $41.6M | 3.38% | 418,829 | 减持 |
| 10 | FSS | FEDERAL SIGNAL CORP | $40.8M | 3.32% | 317,427 | 新建仓 |
| 11 | CR | CRANE CO | $40.8M | 3.31% | 182,692 | 减持 |
| 12 | SPXC | SPX TECHNOLOGIES INC | $39.8M | 3.24% | 162,378 | 减持 |
| 13 | LIN | LINDE PLC F | $39.7M | 3.23% | 76,581 | 减持 |
| 14 | FPS | FORGENT PWR SOLUTION CLASS A | $39.7M | 3.22% | 709,880 | 新建仓 |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | $39.1M | 3.18% | 317,667 | 增持 |
| 16 | TT | TRANE TECHNOLOGIES PLC F | $38.6M | 3.14% | 78,544 | 减持 |
| 17 | AMZN | AMAZON.COM INC | $38.5M | 3.13% | 161,658 | 减持 |
| 18 | ANET | ARISTA NETWORKS INC | $38.3M | 3.11% | 225,238 | 减持 |
| 19 | AVGO | BROADCOM INC | $38.2M | 3.10% | 101,048 | 减持 |
| 20 | UBER | UBER TECHNOLOGIES INC | $38.0M | 3.09% | 526,933 | 减持 |
| 21 | ISRG | INTUITIVE SURGICAL INC | $32.1M | 2.61% | 80,839 | 增持 |
| 22 | BMI | BADGER METER INC | $29.9M | 2.43% | 201,632 | 新建仓 |
| 23 | ACM | AECOM | $28.9M | 2.35% | 414,675 | 减持 |
| 24 | CAT | CATERPILLAR INC | $14.5M | 1.18% | 13,642 | 减持 |
| 25 | SGOV | ISHARES 0-3 MONTH TREASURY BON | $13.6M | 1.11% | 135,571 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR