What Sandhill Capital Partners LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1556245 · Filed Aug 13, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
STATE STREET SPDR BLOOMBERG 1-COM | 1.1M | −13.0% | $100.2M | 8.1% |
APHAmphenol Corp | 330.3K | −12.8% | $58.2M | 4.7% |
| 141.7K |
| −8.7% |
| $53M |
| 4.3% |
TXNTexas Instruments Inc | 172K | −7.3% | $51.3M | 4.2% |
SYKStryker Corp | 157.3K | +41.7% | $49.5M | 4% |
PANWPalo Alto Networks Inc | 141.3K | −46.6% | $48.2M | 3.9% |
SCHWSchwab Charles Corp | 474.7K | −8.2% | $43.8M | 3.6% |
MSFTMicrosoft Corp | 114K | −6.4% | $42.5M | 3.5% |
NOWServiceNow, Inc. | 418.8K | −23.1% | $41.6M | 3.4% |
FSSFederal Signal Corp | 317.4K | New | $40.8M | 3.3% |
CRCrane Co | 182.7K | −13.4% | $40.8M | 3.3% |
SPXCSPX Technologies, Inc. | 162.4K | −8.4% | $39.8M | 3.2% |
LINLinde PLC | 76.6K | −7.4% | $39.7M | 3.2% |
FPSForgent Power Solutions, Inc. | 709.9K | New | $39.7M | 3.2% |
GWREGuidewire Software, Inc. | 317.7K | +31.2% | $39.1M | 3.2% |
TTTrane Technologies plc | 78.5K | −8.6% | $38.6M | 3.1% |
AMZNAmazon Com Inc | 161.7K | −5.9% | $38.5M | 3.1% |
ANETArista Networks, Inc. | 225.2K | −17.3% | $38.3M | 3.1% |
AVGOBroadcom Inc. | 101K | −9.9% | $38.2M | 3.1% |
UBERUber Technologies, Inc | 526.9K | −8.4% | $38M | 3.1% |
ISRGIntuitive Surgical Inc | 80.8K | +1.4% | $32.1M | 2.6% |
BMIBadger Meter Inc | 201.6K | New | $29.9M | 2.4% |
ACMAECOM | 414.7K | −29.2% | $28.9M | 2.4% |
CATCaterpillar Inc | 13.6K | −4.3% | $14.5M | 1.2% |
ISHARES 0-3 MONTH TREASURY BONCOM | 135.6K | +3.7% | $13.6M | 1.1% |
AAPLApple Inc. | 46.1K | +1.0% | $13.4M | 1.1% |
ISHARES CORE S&P 500 ETFCOM | 15.4K | +142.7% | $11.5M | 0.9% |
JPMJPMorgan Chase & Co | 29.8K | −0.4% | $9.8M | 0.8% |
JCIJohnson Controls International plc | 59K | −1.4% | $8.6M | 0.7% |
USBUS Bancorp de | 125.1K | −2.8% | $7.6M | 0.6% |
AXPAmerican Express Co | 21K | +4.9% | $7.1M | 0.6% |
GSGoldman Sachs Group Inc | 6.8K | +1.5% | $6.8M | 0.6% |
JNJJohnson & Johnson | 25.7K | −0.9% | $6.5M | 0.5% |
VVisa Inc. | 18.7K | +45.3% | $6.4M | 0.5% |
PGPROCTER & GAMBLE Co | 43.8K | −6.2% | $6.4M | 0.5% |
BLKBlackRock, Inc. | 6K | −0.5% | $5.8M | 0.5% |
WMWaste Management Inc | 25.6K | −1.1% | $5.7M | 0.5% |
MRKMerck & Co., Inc. | 44.1K | +0.1% | $5.7M | 0.5% |
KOCoca Cola Co | 68.1K | −0.9% | $5.5M | 0.4% |
CVXChevron Corp | 32.6K | −0.9% | $5.4M | 0.4% |
PUTNAM FOCUSED LARGE CAP VALUECOM | 103.3K | +165.5% | $5.3M | 0.4% |
QCOMQualcomm Inc | 27.3K | −6.2% | $5M | 0.4% |
HDHome Depot, Inc. | 13.4K | −6.7% | $4.7M | 0.4% |
UNHUnitedHealth Group Inc | 11.3K | +9.2% | $4.7M | 0.4% |
MCDMcDonald's Corp | 16.8K | +1.0% | $4.5M | 0.4% |
FIDELITY FUNDAMENTAL LARGE CAPCOM | 76.8K | +149.4% | $4.5M | 0.4% |
CMECME Group Inc. | 20K | +0.3% | $4.4M | 0.4% |
VANGUARD FTSE ALL-WORLD EX-USCOM | 50.4K | +230.8% | $4.2M | 0.3% |
VANGUARD S&P 500 ETFCOM | 5K | +23.4% | $3.4M | 0.3% |
PAYXPaychex Inc | 33.2K | +3.0% | $3.3M | 0.3% |
VZVerizon Communications Inc | 75.7K | +4.9% | $3.2M | 0.3% |
ISHARES S&P 500 GROWTH ETFCOM | 21.9K | +232.1% | $3M | 0.2% |
ISHARES CORE S&P MID-CAP ETFCOM | 39.1K | +145.2% | $3M | 0.2% |
F/M US TREASURY 3 MONTH BILL FCOM | 34.2K | +146.5% | $1.7M | 0.1% |
ISHARES CORE U.S. AGGREGATE BOCOM | 15.5K | +55.1% | $1.5M | 0.1% |
ISHARES CORE MSCI EAFE ETFCOM | 15.2K | +0.1% | $1.5M | 0.1% |
EWEdwards Lifesciences Corp | 15.8K | ±0% | $1.4M | 0.1% |
MMM3M Co | 8.3K | −2.3% | $1.3M | 0.1% |
SYYSysco Corp | 16.1K | ±0% | $1.3M | 0.1% |
ZBHZimmer Biomet Holdings, Inc. | 14K | −0.2% | $1.2M | 0.1% |
CRMSalesforce, Inc. | 6K | −55.7% | $938.7K | 0.1% |
VANGUARD MORNINGSTAR SMALL-CAPCOM | 2.5K | ±0% | $758.4K | 0.1% |
BERKSHIRE HATHAWAY CLASS BCOM | 1.5K | +5.5% | $744.6K | 0.1% |
CLColgate Palmolive Co | 8K | ±0% | $733.4K | 0.1% |
LHLabcorp Holdings Inc. | 2.4K | ±0% | $672K | 0.1% |
ISHARES 1-5 YEAR INVESTMENT GRCOM | 12.8K | New | $669K | 0.1% |
GOOGLAlphabet Inc. | 1.9K | +4.0% | $667.9K | 0.1% |
IEXIDEX Corp | 2.9K | ±0% | $659.7K | 0.1% |
GISGeneral Mills Inc | 18.7K | −2.5% | $650.2K | 0.1% |
DOWDOW Inc. | 23.7K | ±0% | $647.2K | 0.1% |
XOMExxonMobil Holdings Corp | 4.6K | New | $626.5K | 0.1% |
URIUnited Rentals, Inc. | 452 | ±0% | $512.1K | 0.1% |
AVANTIS US EQUITY ETFCOM | 3.6K | −0.7% | $462.5K | 0.1% |
GLDSPDR Gold Trust | 1.2K | −0.7% | $428.8K | 0.1% |
NVDANVIDIA Corp | 2.1K | +6.3% | $418K | 0.1% |
ISHARES 5-10 YEAR INVESTMENT GCOM | 7.4K | −3.2% | $395.6K | 0.1% |
MTBM&T Bank Corp | 1.6K | −10.2% | $382.7K | 0.1% |
ADPAutomatic Data Processing Inc | 1.7K | ±0% | $380.5K | 0.1% |
VANGUARD NEW YORK TAX-EXEMPT BCOM | 3.5K | New | $359.9K | 0.1% |
EXRExtra Space Storage Inc. | 2.4K | −7.7% | $347K | 0.1% |
ISHARES RUSSELL 2000 ETFCOM | 1.1K | +10.1% | $342K | 0.1% |
MDLZMondelez International, Inc. | 5.9K | ±0% | $338.9K | 0.1% |
TAT&T Inc. | 16.3K | −2.4% | $337.8K | 0.1% |
LSBKLake Shore Bancorp, Inc. | 18.2K | +0.6% | $324.5K | 0.1% |
VANGUARD LONG-TERM CORPORATE BCOM | 4.1K | −0.2% | $310.8K | 0.1% |
TERTeradyne, Inc | 593 | New | $286.9K | 0.1% |
PHParker-Hannifin Corp | 287 | ±0% | $280.7K | 0.1% |
LVMH MOET HENNESSY LOU F SPONSCOM | 2.4K | ±0% | $260.9K | 0.1% |
VANGUARD FTSE DEVELOPED MARKETCOM | 3.4K | New | $243K | 0.1% |
TFCTruist Financial Corp | 4.8K | ±0% | $240K | 0.1% |
TRVTravelers Companies, Inc. | 700 | ±0% | $231.1K | 0.1% |
HONAHoneywell Aerospace Inc. | 978 | New | $216.2K | 0.1% |
IBMInternational Business Machines Corp | 753 | New | $211.8K | 0.1% |
DHIHorton D R Inc | 1.3K | New | $208.3K | 0.1% |
TENCENT HLDGS LTD F UNSPONSOREADR | 3.6K | ±0% | $201.3K | 0.1% |
GANXGain Therapeutics, Inc. | 15.4K | ±0% | $31.3K | 0.1% |
NAKNorthern Dynasty Minerals Ltd | 10.1K | New | $19.5K | 0.1% |
NEVGOLD CORP NEW FCOM | 10K | New | $14.9K | 0.1% |
