Q3 2025 · 13F-HR
Sandhill Capital Partners LLCholdings as filed
Filed 2025-11-13 · accession 0001556245-25-000007
$1.43B
Reported value
107
Positions
2025-09-30
Period end
The Brief · Sandhill Capital Partners LLC · Q3 2025
AI · grounded in 13F
Sandhill Capital Partners LLC initiated a new position in ST SRT SPDR BLMBG 1 3 MN T ETF valued at $85.3M. The fund also established new stakes in PANW for $84.4M and APH for $78.2M. Additional new positions include Uber Technologies Inc at $64.2M and AECOM at $63.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78468r663 | — | ST SRT SPDR BLMBG 1 3 MN T ETF | $85.3M | 5.96% | 929,940 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $84.4M | 5.89% | 414,545 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW CLASS A | $78.2M | 5.46% | 632,231 | Common | NONE |
| 90353t100 | — | UBER TECHNOLOGIES INC | $64.2M | 4.48% | 655,374 | Common | NONE |
| 00766t100 | — | AECOM | $63.5M | 4.43% | 486,768 | Common | NONE |
| 81762p102 | — | SERVICENOW INC | $62.2M | 4.34% | 67,598 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $59.1M | 4.13% | 196,540 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $56.4M | 3.94% | 387,255 | Common | NONE |
| 808513105 | SCHW | CHARLES SCHWAB CORP | $56.2M | 3.93% | 589,042 | Common | NONE |
| 78473e103 | — | SPX TECHNOLOGIES INC | $52.7M | 3.68% | 282,030 | Common | NONE |
| 46120e602 | — | INTUITIVE SURGICAL INC | $52.6M | 3.67% | 117,681 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $48.6M | 3.39% | 113,005 | Common | NONE |
| 902973304 | USB | US BANCORP DEL | $48.0M | 3.35% | 993,794 | Common | NONE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $46.9M | 3.28% | 89,735 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYS INC | $46.5M | 3.25% | 132,394 | Common | NONE |
| g54950103 | — | LINDE PLC F | $43.7M | 3.05% | 92,062 | Common | NONE |
| g8994e103 | — | TRANE TECHNOLOGIES PLC F | $40.9M | 2.86% | 97,046 | Common | NONE |
| 78409v104 | — | S&P GLOBAL INC | $39.9M | 2.78% | 81,939 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $33.5M | 2.34% | 108,253 | Common | NONE |
| 09857l108 | — | BOOKING HLDGS INC | $33.4M | 2.33% | 6,192 | Common | NONE |
| 82982l103 | — | SITEONE LANDSCAPE SUPPLY | $31.5M | 2.20% | 244,216 | Common | NONE |
| 81764x103 | — | SERVICETITAN INC CLASS A | $27.1M | 1.89% | 268,392 | Common | NONE |
| 40171v100 | — | GUIDEWIRE SOFTWARE INC | $23.8M | 1.66% | 103,328 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $23.3M | 1.63% | 117,431 | Common | NONE |
| 224408104 | CR | CRANE CO | $17.6M | 1.23% | 95,368 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $14.2M | 0.99% | 27,503 | Common | NONE |
| 11135f101 | — | BROADCOM INC | $14.1M | 0.99% | 42,855 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $12.5M | 0.88% | 49,245 | Common | NONE |
| 46436e718 | — | ISHARES 0-3 MONTH TREASURY BON | $11.6M | 0.81% | 115,276 | Common | NONE |
| 46625h100 | — | JPMORGAN CHASE & CO | $11.0M | 0.77% | 34,937 | Common | NONE |
| 09290d101 | — | BLACKROCK INC NEW | $8.0M | 0.56% | 6,849 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $7.7M | 0.54% | 16,098 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $7.5M | 0.53% | 22,682 | Common | NONE |
| g51502105 | — | JOHNSON CONTROLS INT F | $7.3M | 0.51% | 66,073 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $6.2M | 0.43% | 40,426 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $6.1M | 0.42% | 15,027 | Common | NONE |
| 94106l109 | — | WASTE MGMT INC DEL | $6.1M | 0.42% | 27,478 | Common | NONE |
| 12572q105 | — | CME GROUP INC CLASS A | $6.0M | 0.42% | 22,094 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $5.4M | 0.38% | 34,791 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $5.3M | 0.37% | 17,527 | Common | NONE |
| 38141g104 | — | GOLDMAN SACHS GROUP INC | $5.3M | 0.37% | 6,674 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $5.2M | 0.36% | 28,017 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $5.2M | 0.36% | 31,226 | Common | NONE |
| 91324p102 | — | UNITEDHEALTH GROUP INC | $5.0M | 0.35% | 14,527 | Common | NONE |
| 191216100 | KO | THE COCA-COLA CO | $4.9M | 0.34% | 74,169 | Common | NONE |
| 92826c839 | — | VISA INC CLASS A | $4.7M | 0.33% | 13,836 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $4.6M | 0.32% | 36,597 | Common | NONE |
| 023135106 | AMZN | AMAZON.COM INC | $4.5M | 0.31% | 20,318 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $4.4M | 0.31% | 23,876 | Common | NONE |
| 58933y105 | — | MERCK & CO. INC. | $4.0M | 0.28% | 48,094 | Common | NONE |
| 79466l302 | — | SALESFORCE INC | $4.0M | 0.28% | 16,712 | Common | NONE |
| 92343v104 | — | VERIZON COMMUNICATIONS I | $3.6M | 0.25% | 81,058 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $1.8M | 0.13% | 2,726 | Common | NONE |
| 922908363 | VOO | VANGUARD S&P 500 ETF | $1.6M | 0.11% | 2,549 | Common | NONE |
| 98956p102 | — | ZIMMER BIOMET HLDGS INC | $1.4M | 0.10% | 14,021 | Common | NONE |
| 88579y101 | — | 3M CO | $1.3M | 0.09% | 8,536 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.3M | 0.09% | 16,074 | Common | NONE |
| 28176e108 | — | EDWARDS LIFESCIENCES COR | $1.3M | 0.09% | 16,572 | Common | NONE |
| 46432f842 | — | ISHARES CORE MSCI EAFE ETF | $1.1M | 0.08% | 13,105 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS INC | $859,106 | 0.06% | 17,039 | Common | NONE |
| 11135e203 | — | BROADSTONE NET LEASE INC REIT | $817,892 | 0.06% | 45,769 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $795,001 | 0.06% | 23,696 | Common | NONE |
| 88160r101 | — | TESLA INC | $767,142 | 0.05% | 1,725 | Common | NONE |
| 504922105 | LH | LABCORP HLDGS INC | $688,944 | 0.05% | 2,400 | Common | NONE |
| 260557103 | DOW | DOW INC | $669,107 | 0.05% | 29,180 | Common | NONE |
| 922908751 | VB | VANGUARD SMALL CAP ETF | $664,179 | 0.05% | 2,612 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CLASS CLASS | $662,611 | 0.05% | 1,318 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $639,520 | 0.04% | 8,000 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES IN | $549,738 | 0.04% | 1,800 | Common | NONE |
| 464287507 | IJH | ISHARES CORE S&P MID CAP ETF | $532,335 | 0.04% | 8,157 | Common | NONE |
| 30231g102 | — | EXXON MOBIL CORP | $518,650 | 0.04% | 4,600 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSIN | $498,656 | 0.03% | 1,699 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $482,045 | 0.03% | 2,290 | Common | NONE |
| 00206r102 | — | AT&T INC | $473,641 | 0.03% | 16,772 | Common | NONE |
| 45167r104 | — | IDEX CORP | $473,143 | 0.03% | 2,907 | Common | NONE |
| 55261f104 | — | M&T BK CORP | $467,371 | 0.03% | 2,365 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC CLASS A | $432,480 | 0.03% | 6,923 | Common | NONE |
| 911363109 | URI | UNITED RENTALS INC | $431,506 | 0.03% | 452 | Common | NONE |
| 98978v103 | — | ZOETIS INC CLASS A | $402,321 | 0.03% | 2,750 | Common | NONE |
| 464288638 | IGIB | ISHARES TRT IS 5-10 INV GR CR | $367,375 | 0.03% | 6,792 | Common | NONE |
| 30225t102 | — | EXTRA SPACE STORAGE INC REIT | $364,753 | 0.03% | 2,588 | Common | NONE |
| 78463v107 | — | SPDR GOLD SHARES ETF | $354,077 | 0.02% | 996 | Common | NONE |
| 00724f101 | — | ADOBE INC | $343,226 | 0.02% | 973 | Common | NONE |
| 461202103 | INTU | INTUIT | $339,406 | 0.02% | 497 | Common | NONE |
| 92206c813 | — | VANGUARD LONG-TERM CORPORATE B | $321,704 | 0.02% | 4,143 | Common | NONE |
| 88032q109 | — | TENCENT HLDGS LTD F UNSPONSORE | $310,457 | 0.02% | 3,646 | Common | NONE |
| 89377m109 | — | TRANSMEDICS GROUP INC | $300,023 | 0.02% | 2,674 | Common | NONE |
| 02079k305 | — | ALPHABET INC CLASS A | $294,880 | 0.02% | 1,213 | Common | NONE |
| 502441306 | LVMUY | LVMH MOET HENNESSY LOU F SPONS | $288,529 | 0.02% | 2,359 | Common | NONE |
| 384109104 | GGG | GRACO INC | $276,630 | 0.02% | 3,256 | Common | NONE |
| 92189k105 | — | VANECK BITCOIN ETF | $272,426 | 0.02% | 8,416 | Common | NONE |
| 464287242 | LQD | ISHARES IBOXX INVT GRADE BOND | $269,388 | 0.02% | 2,417 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $266,327 | 0.02% | 2,326 | Common | NONE |
| 510704109 | LSBK | LAKE SHORE BANCORP INC M | $260,000 | 0.02% | 20,000 | Common | NONE |
| 57636q104 | — | MASTERCARD INC CLASS A | $245,157 | 0.02% | 431 | Common | NONE |
| 025072885 | AVUS | AVANTIS US EQUITY ETF | $219,253 | 0.02% | 2,017 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $217,589 | 0.02% | 287 | Common | NONE |
| 09174c104 | — | BITWISE BITCOIN ETF | $217,210 | 0.02% | 3,491 | Common | NONE |
| 23331a109 | — | D R HORTON INC | $216,752 | 0.02% | 1,279 | Common | NONE |
| 89832q109 | — | TRUIST FINL CORP | $216,576 | 0.02% | 4,737 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP OH | $212,871 | 0.01% | 862 | Common | NONE |
| 464287655 | IWM | ISHARES RUSSELL 2000 ETF | $212,277 | 0.01% | 877 | Common | NONE |
| 459200101 | IBM | IBM CORP | $205,977 | 0.01% | 730 | Common | NONE |
| 381098300 | GMGIEUR | GOLDEN MATRIX GROUP INC | $195,497 | 0.01% | 173,006 | Common | NONE |
| 36269b105 | — | GAIN THERAPEUTICS INC | $27,258 | 0.00% | 15,400 | Common | SOLE |
| 946885209 | WMLLF | WEALTH MINERALS LTD F | $1,868 | 0.00% | 17,795 | Common | NONE |
| 294112107 | ENZC | ENZOLYTICS INC | $30 | 0.00% | 100,000 | 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.