Q4 2025 · 13F-HR
Sandhill Capital Partners LLCholdings as filed
Filed 2026-02-12 · accession 0001556245-26-000001
$1.40B
Reported value
104
Positions
2025-12-31
Period end
The Brief · Sandhill Capital Partners LLC · Q4 2025
AI · grounded in 13F
Sandhill Capital Partners LLC established a new position in STATE STREET SPDR S&P 500 TRUS valued at $11.5M. The fund significantly reduced its stake in DHR by 98.07%. Other notable activity includes accumulating shares in GUIDWIRE SOFTWARE INC and ISHARES 0-3 MONTH TREASURY BON, both by over 100%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78468r663 | — | ST STERT SPDR BLMBG 1 3 MN T B | $90.5M | 6.45% | 990,791 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW CLASS CLASS | $82.8M | 5.90% | 612,842 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $73.8M | 5.26% | 400,833 | Common | NONE |
| 46120e602 | — | INTUITIVE SURGICAL INC | $64.8M | 4.62% | 114,484 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $59.0M | 4.20% | 191,560 | Common | NONE |
| 808513105 | SCHW | CHARLES SCHWAB CORP | $57.2M | 4.08% | 572,960 | Common | NONE |
| 78473e103 | — | SPX TECHNOLOGIES INC | $54.9M | 3.91% | 274,503 | Common | NONE |
| 90353t100 | — | UBER TECHNOLOGIES INC | $52.1M | 3.71% | 637,915 | Common | NONE |
| 902973304 | USB | US BANCORP DEL | $51.1M | 3.64% | 957,291 | Common | NONE |
| 81762p102 | — | SERVICENOW INC | $50.2M | 3.57% | 327,416 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $49.3M | 3.51% | 376,227 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $48.1M | 3.43% | 108,310 | Common | NONE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $45.5M | 3.24% | 100,135 | Common | NONE |
| 00766t100 | — | AECOM | $45.0M | 3.21% | 472,172 | Common | NONE |
| 78409v104 | — | S&P GLOBAL INC | $41.8M | 2.97% | 79,918 | Common | NONE |
| 40171v100 | — | GUIDEWIRE SOFTWARE INC | $41.7M | 2.97% | 207,529 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYS INC | $40.4M | 2.88% | 129,137 | Common | NONE |
| g54950103 | — | LINDE PLC F | $38.3M | 2.73% | 89,933 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $37.0M | 2.63% | 142,909 | Common | NONE |
| g8994e103 | — | TRANE TECHNOLOGIES PLC F | $36.8M | 2.62% | 94,543 | Common | NONE |
| 81764x103 | — | SERVICETITAN INC CLASS A | $36.6M | 2.61% | 343,650 | Common | NONE |
| 09857l108 | — | BOOKING HLDGS INC | $32.2M | 2.29% | 6,007 | Common | NONE |
| 46436e718 | — | ISHARES 0-3 MONTH TREASURY BON | $23.6M | 1.68% | 234,618 | Common | NONE |
| 224408104 | CR | CRANE CO | $17.2M | 1.23% | 93,335 | Common | NONE |
| 82982l103 | — | SITEONE LANDSCAPE SUPPLY | $15.7M | 1.12% | 126,212 | Common | NONE |
| 11135f101 | — | BROADCOM INC | $14.0M | 0.99% | 40,352 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $13.4M | 0.95% | 27,708 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $13.4M | 0.95% | 49,255 | Common | NONE |
| 78462f103 | — | STATE STREET SPDR S&P 500 TRUS | $11.5M | 0.82% | 16,910 | Common | NONE |
| 46625h100 | — | JPMORGAN CHASE & CO | $10.7M | 0.76% | 33,274 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $9.1M | 0.65% | 15,962 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $8.1M | 0.57% | 21,811 | Common | NONE |
| g51502105 | — | JOHNSON CONTROLS INT F | $7.8M | 0.56% | 65,138 | Common | NONE |
| 09290d101 | — | BLACKROCK INC NEW | $7.3M | 0.52% | 6,820 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $7.0M | 0.50% | 49,028 | Common | NONE |
| 94106l109 | — | WASTE MGMT INC DEL | $6.1M | 0.43% | 27,575 | Common | NONE |
| 12572q105 | — | CME GROUP INC CLASS CLASS A | $6.0M | 0.43% | 22,004 | Common | NONE |
| 38141g104 | — | GOLDMAN SACHS GROUP INC | $5.8M | 0.41% | 6,594 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $5.8M | 0.41% | 27,797 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $5.4M | 0.38% | 17,681 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $5.3M | 0.38% | 31,061 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $5.3M | 0.38% | 34,565 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $5.2M | 0.37% | 15,131 | Common | NONE |
| 191216100 | KO | THE COCA-COLA CO | $5.2M | 0.37% | 73,973 | Common | NONE |
| 58933y105 | — | MERCK & CO. INC. | $5.0M | 0.36% | 47,793 | Common | NONE |
| 92826c839 | — | VISA INC CLASS CLASS A | $4.9M | 0.35% | 13,920 | Common | NONE |
| 023135106 | AMZN | AMAZON.COM INC | $4.7M | 0.33% | 20,147 | Common | NONE |
| 91324p102 | — | UNITEDHEALTH GROUP INC | $4.2M | 0.30% | 12,826 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $4.1M | 0.29% | 23,739 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $4.0M | 0.28% | 35,613 | Common | NONE |
| 79466l302 | — | SALESFORCE INC | $3.9M | 0.28% | 14,886 | Common | NONE |
| 92343v104 | — | VERIZON COMMUNICATIONS I | $3.1M | 0.22% | 76,537 | Common | NONE |
| 922040845 | VBIL | VANGUARD 0-3 MONTH TREASURY ET | $2.6M | 0.19% | 34,912 | Common | NONE |
| 922908363 | VOO | VANGUARD S&P 500 ETF | $2.5M | 0.18% | 4,056 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $1.9M | 0.13% | 2,760 | Common | NONE |
| 28176e108 | — | EDWARDS LIFESCIENCES COR | $1.4M | 0.10% | 16,572 | Common | NONE |
| 88579y101 | — | 3M CO | $1.4M | 0.10% | 8,536 | Common | NONE |
| 98956p102 | — | ZIMMER BIOMET HLDGS INC | $1.3M | 0.09% | 14,021 | Common | NONE |
| 46432f842 | — | ISHARES CORE MSCI EAFE ETF | $1.2M | 0.08% | 13,313 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.2M | 0.08% | 16,074 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS INC | $890,893 | 0.06% | 19,159 | Common | NONE |
| 88160r101 | — | TESLA INC | $819,840 | 0.06% | 1,823 | Common | NONE |
| 11135e203 | — | BROADSTONE NET LEASE INC REIT | $795,008 | 0.06% | 45,769 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $763,682 | 0.05% | 20,696 | Common | NONE |
| 922908751 | VB | VANGUARD SMALL CAP ETF | $673,765 | 0.05% | 2,612 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $632,160 | 0.05% | 8,000 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $615,244 | 0.04% | 1,224 | Common | NONE |
| 504922105 | LH | LABCORP HLDGS INC | $602,112 | 0.04% | 2,400 | Common | NONE |
| 260557103 | DOW | DOW INC | $561,325 | 0.04% | 24,009 | Common | NONE |
| 30231g102 | — | EXXON MOBIL CORP | $559,822 | 0.04% | 4,652 | Common | NONE |
| 464287507 | IJH | ISHARES CORE S&P MID CAP ETF | $543,522 | 0.04% | 8,235 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES IN | $528,426 | 0.04% | 1,800 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $518,046 | 0.04% | 2,263 | Common | NONE |
| 45167r104 | — | IDEX CORP | $517,272 | 0.04% | 2,907 | Common | NONE |
| 09174c104 | — | BITWISE BITCOIN ETF | $505,801 | 0.04% | 10,635 | Common | NONE |
| 55261f104 | — | M&T BK CORP | $476,500 | 0.03% | 2,365 | Common | NONE |
| 02079k305 | — | ALPHABET INC CLASS CLASS A | $470,752 | 0.03% | 1,504 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $446,756 | 0.03% | 2,290 | Common | NONE |
| 00206r102 | — | AT&T INC | $441,456 | 0.03% | 17,772 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSIN | $437,034 | 0.03% | 1,699 | Common | NONE |
| 464288638 | IGIB | ISHARES TRT IS 5-10 INV GR CR | $399,087 | 0.03% | 7,407 | Common | NONE |
| 911363109 | URI | UNITED RENTALS INC | $365,813 | 0.03% | 452 | Common | NONE |
| 502441306 | LVMUY | LVMH MOET HENNESSY LOU F SPONS | $355,761 | 0.03% | 2,359 | Common | NONE |
| 025072885 | AVUS | AVANTIS US EQUITY ETF | $337,345 | 0.02% | 3,018 | Common | NONE |
| 30225t102 | — | EXTRA SPACE STORAGE INC REIT | $337,009 | 0.02% | 2,588 | Common | NONE |
| 78463v107 | — | SPDR GOLD SHARES ETF | $332,108 | 0.02% | 838 | Common | NONE |
| 461202103 | INTU | INTUIT | $329,223 | 0.02% | 497 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC CLASS A | $318,835 | 0.02% | 5,923 | Common | NONE |
| 98978v103 | — | ZOETIS INC CLASS CLASS A | $315,557 | 0.02% | 2,508 | Common | NONE |
| 92206c813 | — | VANGUARD LONG-TERM CORPORATE B | $314,247 | 0.02% | 4,143 | Common | NONE |
| 510704109 | LSBK | LAKE SHORE BANCORP INC M | $293,200 | 0.02% | 20,000 | Common | NONE |
| 464287242 | LQD | ISHARES IBOXX INVT GRADE BOND | $288,762 | 0.02% | 2,621 | Common | NONE |
| 88032q109 | — | TENCENT HLDGS LTD F UNSPONSORE | $279,101 | 0.02% | 3,646 | Common | NONE |
| 00724f101 | — | ADOBE INC | $266,692 | 0.02% | 762 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $266,563 | 0.02% | 2,343 | Common | NONE |
| 464287655 | IWM | ISHARES RUSSELL 2000 ETF | $257,301 | 0.02% | 1,045 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $252,262 | 0.02% | 287 | Common | NONE |
| 89832q109 | — | TRUIST FINL CORP | $237,094 | 0.02% | 4,818 | Common | NONE |
| 57636q104 | — | MASTERCARD INC CLASS CLASS A | $228,352 | 0.02% | 400 | Common | NONE |
| 459200101 | IBM | IBM CORP | $220,676 | 0.02% | 745 | Common | NONE |
| 384109104 | GGG | GRACO INC | $208,778 | 0.01% | 2,547 | Common | NONE |
| 92189k105 | — | VANECK BITCOIN ETF | $208,128 | 0.01% | 8,416 | Common | NONE |
| 89417e109 | — | TRAVELERS COS INC | $206,088 | 0.01% | 710 | Common | NONE |
| 36269b105 | — | GAIN THERAPEUTICS INC | $49,588 | 0.00% | 15,400 | Common | SOLE |
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.