Q1 2025 · 13F-HR
Sandhill Capital Partners LLCholdings as filed
Filed 2025-05-14 · accession 0001556245-25-000003
$1.22B
Reported value
93
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78468R663 | BIL | SPDR BLOOMBERG 1-3 MO | $121.6M | 10.00% | 1,325,659 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $71.1M | 5.84% | 416,478 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $60.4M | 4.96% | 301,589 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $58.1M | 4.78% | 117,285 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $53.6M | 4.41% | 67,322 | Common | NONE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $52.0M | 4.27% | 89,366 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $49.8M | 4.09% | 683,279 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM | $48.2M | 3.96% | 189,429 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $46.4M | 3.81% | 592,615 | Common | NONE |
| 00766T100 | ACM | AECOM | $45.3M | 3.73% | 488,978 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $42.4M | 3.48% | 91,019 | Common | NONE |
| 902973304 | USB | U S BANCORP DE | $42.2M | 3.47% | 999,362 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP CL A | $41.7M | 3.43% | 636,323 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $41.6M | 3.42% | 81,881 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $37.5M | 3.09% | 113,418 | Common | NONE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY | $37.0M | 3.05% | 305,017 | Common | NONE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $36.3M | 2.99% | 282,124 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $32.2M | 2.65% | 95,567 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $30.6M | 2.52% | 149,486 | Common | NONE |
| 537008104 | LFUS | LITTELFUSE INC | $29.1M | 2.39% | 147,975 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $28.2M | 2.32% | 6,122 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $19.6M | 1.61% | 252,831 | Common | NONE |
| 98978v103 | — | ZOETIS INC CLASS A | $15.5M | 1.27% | 93,849 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $10.7M | 0.88% | 48,325 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $10.3M | 0.84% | 27,362 | Common | NONE |
| 11135f101 | — | BROADCOM INC | $8.6M | 0.70% | 51,084 | Common | NONE |
| 46625h100 | — | JPMORGAN CHASE & CO | $7.4M | 0.61% | 30,250 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $6.8M | 0.56% | 39,708 | Common | NONE |
| 09290d101 | — | BLACKROCK INC NEW | $6.5M | 0.54% | 6,876 | Common | NONE |
| 94106l109 | — | WASTE MGMT INC DEL | $6.3M | 0.52% | 27,397 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $6.1M | 0.50% | 22,829 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $5.8M | 0.48% | 34,740 | Common | NONE |
| 91324p102 | — | UNITEDHEALTH GROUP INC | $5.7M | 0.47% | 10,964 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $5.7M | 0.47% | 36,776 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $5.4M | 0.45% | 14,804 | Common | NONE |
| g51502105 | — | JOHNSON CONTROLS INT F | $5.4M | 0.44% | 67,388 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $5.4M | 0.44% | 17,232 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $5.3M | 0.44% | 16,071 | Common | NONE |
| 191216100 | KO | THE COCA-COLA CO | $5.3M | 0.43% | 73,332 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $4.9M | 0.40% | 31,915 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.6M | 0.38% | 27,686 | Common | NONE |
| 79466l302 | — | SALESFORCE INC | $4.5M | 0.37% | 16,731 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $4.2M | 0.34% | 23,230 | Common | NONE |
| 58933y105 | — | MERCK & CO. INC. | $4.2M | 0.34% | 46,329 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $3.9M | 0.32% | 51,564 | Common | NONE |
| 023135106 | AMZN | AMAZON.COM INC | $3.8M | 0.32% | 20,189 | Common | NONE |
| 92343v104 | — | VERIZON COMMUNICATIONS I | $3.7M | 0.31% | 82,370 | Common | NONE |
| 654106103 | NKE | NIKE INC CLASS B | $3.6M | 0.30% | 57,099 | Common | NONE |
| 38141g104 | — | GOLDMAN SACHS GROUP INC | $3.6M | 0.29% | 6,530 | Common | NONE |
| 89832q109 | — | TRUIST FINL CORP | $3.4M | 0.28% | 82,377 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS INC | $2.9M | 0.24% | 49,074 | Common | NONE |
| 260557103 | DOW | DOW INC | $2.3M | 0.19% | 65,685 | Common | NONE |
| 98956p102 | — | ZIMMER BIOMET HLDGS INC | $1.6M | 0.13% | 14,395 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $1.6M | 0.13% | 2,841 | Common | NONE |
| 28176e108 | — | EDWARDS LIFESCIENCES COR | $1.3M | 0.11% | 18,072 | Common | NONE |
| 88579y101 | — | 3M CO | $1.3M | 0.10% | 8,536 | Common | NONE |
| 922908363 | VOO | VANGUARD S&P 500 ETF | $1.1M | 0.09% | 2,189 | Common | NONE |
| 46432f842 | — | ISHARES CORE MSCI EAFE ETF | $780,935 | 0.06% | 10,323 | Common | NONE |
| 11135e203 | — | BROADSTONE NET LEASE INC REIT | $779,904 | 0.06% | 45,769 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $749,600 | 0.06% | 8,000 | Common | NONE |
| 922908751 | VB | VANGUARD SMALL CAP ETF | $586,104 | 0.05% | 2,643 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $565,388 | 0.05% | 24,896 | Common | NONE |
| 504922105 | LH | LABCORP HLDGS INC | $558,576 | 0.05% | 2,400 | Common | NONE |
| 30231g102 | — | EXXON MOBIL CORP | $530,190 | 0.04% | 4,458 | Common | NONE |
| 45167r104 | — | IDEX CORP | $526,080 | 0.04% | 2,907 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSIN | $519,095 | 0.04% | 1,699 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $518,575 | 0.04% | 2,449 | Common | NONE |
| 464287507 | IJH | ISHARES CORE S&P MID CAP ETF | $514,402 | 0.04% | 8,816 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC CLASS A | $477,868 | 0.04% | 7,043 | Common | NONE |
| 00206r102 | — | AT&T INC | $477,518 | 0.04% | 16,885 | Common | NONE |
| 00724f101 | — | ADOBE INC | $417,281 | 0.03% | 1,088 | Common | NONE |
| 55261f104 | — | M & T BK CORP | $391,820 | 0.03% | 2,192 | Common | NONE |
| 30225t102 | — | EXTRA SPACE STORAGE INC REIT | $384,292 | 0.03% | 2,588 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES IN | $376,758 | 0.03% | 1,800 | Common | NONE |
| 384109104 | GGG | GRACO INC | $320,845 | 0.03% | 3,842 | Common | NONE |
| 92206c813 | — | VANGUARD LONG-TERM CORPORATE B | $314,495 | 0.03% | 4,143 | Common | NONE |
| 461202103 | INTU | INTUIT | $305,153 | 0.03% | 497 | Common | NONE |
| 502441306 | LVMUY | LVMH MOET HENNESSY LOU F SPONS | $292,209 | 0.02% | 2,359 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $288,796 | 0.02% | 2,926 | Common | NONE |
| 911363109 | URI | UNITED RENTALS INC | $283,268 | 0.02% | 452 | Common | NONE |
| 78463v107 | — | SPDR GOLD SHARES ETF | $276,038 | 0.02% | 958 | Common | NONE |
| 464287242 | LQD | ISHARES IBOXX INVT GRADE BOND | $262,199 | 0.02% | 2,412 | Common | NONE |
| 89377m109 | — | TRANSMEDICS GROUP INC | $244,025 | 0.02% | 3,627 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP OH | $243,955 | 0.02% | 862 | Common | NONE |
| 88032q109 | — | TENCENT HLDGS LTD F UNSPONSORE | $232,761 | 0.02% | 3,646 | Common | NONE |
| 464287655 | IWM | ISHARES RUSSELL 2000 ETF | $227,095 | 0.02% | 1,138 | Common | NONE |
| 464288638 | IGIB | ISHARES TRT IS 5-10 INV GR CR | $209,818 | 0.02% | 3,995 | Common | NONE |
| 36269b105 | — | GAIN THERAPEUTICS INC | $29,414 | 0.00% | 15,400 | Common | SOLE |
| h5012f103 | — | LITHIUM ARGENTINA AG F | $29,397 | 0.00% | 13,737 | Common | NONE |
| 946885209 | WMLLF | WEALTH MINERALS LTD F | $1,656 | 0.00% | 42,795 | Common | NONE |
| g053a3104 | — | ARGO BLOCKCHAIN PL ORDF | $845 | 0.00% | 26,000 | Common | NONE |
| 294112107 | ENZC | ENZOLYTICS INC | $70 | 0.00% | 100,000 | Common | NONE |
| 782074108 | — | RUSHNET INC | $20 | 0.00% | 99,999 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.