Institutional
Sandhill Capital Partners LLC
CIK 0001556245
$1.16B
Reported AUM
95
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Sandhill Capital Partners LLC · Q1 2026
AI · grounded in 13F
Sandhill Capital Partners LLC exited its position in TYL for a reduction of $45.46M. The fund also closed positions in CDNS and ServiceTitan Inc Class A, totaling losses of $40.37M and $36.60M respectively. On the buy side, the fund established a new position in SYK worth $36.48M and increased its holdings in AMZN by 752.84% and TXN by 681.50%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | STATE STREET SPDR BLOOMBERG 1- | — | — | — | — | $115.1M | 9.90% | — | HELD |
| 2 | — | SERVICENOW INC | — | — | — | — | $56.9M | 4.90% | — | HELD |
| 3 | — | AECOM | — | — | — | — | $49.7M | 4.27% | — | HELD |
| 4 | SCHW | CHARLES SCHWAB CORP | $104.33 | -0.13% | 9.66% | 51.38% | $48.6M | 4.18% | — | HELD |
| 5 | APH | AMPHENOL CORP NEW CLASS CLASS | $159.82 | 6.33% | 54.26% | 336.39% | $47.9M | 4.12% | — | HELD |
| 6 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $45.1M | 3.88% | — | HELD |
| 7 | GE | GE AEROSPACE | $355.04 | 1.26% | 32.47% | 453.71% | $44.0M | 3.79% | — | HELD |
| 8 | PANW | PALO ALTO NETWORKS INC | $325.68 | 3.67% | 81.72% | 308.84% | $42.4M | 3.65% | — | HELD |
| 9 | — | UBER TECHNOLOGIES INC | — | — | — | — | $41.4M | 3.56% | — | HELD |
| 10 | — | LINDE PLC F | — | — | — | — | $41.0M | 3.53% | — | HELD |
| 11 | AJG | GALLAGHER ARTHUR J & CO | $256.46 | -4.63% | -7.33% | 91.06% | $37.3M | 3.20% | — | HELD |
| 12 | — | INTUITIVE SURGICAL INC | — | — | — | — | $36.7M | 3.16% | — | HELD |
| 13 | SYK | STRYKER CORP | $348.04 | -1.20% | -7.56% | 31.42% | $36.5M | 3.14% | — | HELD |
| 14 | — | GUIDEWIRE SOFTWARE INC | — | — | — | — | $36.2M | 3.11% | — | HELD |
| 15 | CR | CRANE CO | $214.18 | 3.60% | 11.34% | 203.25% | $36.1M | 3.10% | — | HELD |
| 16 | TXN | TEXAS INSTRS INC | $278.76 | 2.75% | 57.32% | 67.38% | $36.0M | 3.10% | — | HELD |
| 17 | — | TRANE TECHNOLOGIES PLC F | — | — | — | — | $35.8M | 3.08% | — | HELD |
| 18 | AMZN | AMAZON.COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $35.8M | 3.08% | — | HELD |
| 19 | — | SPX TECHNOLOGIES INC | — | — | — | — | $35.4M | 3.05% | — | HELD |
| 20 | — | BROADCOM INC | — | — | — | — | $34.7M | 2.99% | — | HELD |
| 21 | ANET | ARISTA NETWORKS INC | $171.02 | 8.26% | 45.46% | 640.49% | $33.4M | 2.87% | — | HELD |
| 22 | — | S&P GLOBAL INC | — | — | — | — | $30.7M | 2.64% | — | HELD |
| 23 | — | BOOKING HLDGS INC | — | — | — | — | $23.2M | 2.00% | — | HELD |
| 24 | — | ISHARES 0-3 MONTH TREASURY BON | — | — | — | — | $13.2M | 1.13% | — | HELD |
| 25 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $11.6M | 1.00% | — | HELD |
| 26 | CAT | CATERPILLAR INC | $809.14 | 3.38% | 90.45% | 318.17% | $10.1M | 0.87% | — | HELD |
| 27 | — | JPMORGAN CHASE & CO | — | — | — | — | $8.8M | 0.76% | — | HELD |
| 28 | — | JOHNSON CONTROLS INT F | — | — | — | — | $7.8M | 0.67% | — | HELD |
| 29 | CVX | CHEVRON CORP NEW | $192.31 | 0.23% | 31.24% | 138.73% | $6.8M | 0.59% | — | HELD |
| 30 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | -1.63% | 14.96% | $6.7M | 0.58% | — | HELD |
| 31 | USB | US BANCORP DEL | $62.90 | 0.13% | — | — | $6.7M | 0.58% | — | HELD |
| 32 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $6.3M | 0.54% | — | HELD |
| 33 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | — | — | $6.1M | 0.52% | — | HELD |
| 34 | — | WASTE MGMT INC DEL | — | — | — | — | $6.0M | 0.51% | — | HELD |
| 35 | — | CME GROUP INC CLASS CLASS A | — | — | — | — | $5.9M | 0.51% | — | HELD |
| 36 | — | BLACKROCK INC NEW | — | — | — | — | $5.8M | 0.50% | — | HELD |
| 37 | — | GOLDMAN SACHS GROUP INC | — | — | — | — | $5.6M | 0.48% | — | HELD |
| 38 | — | MERCK & CO. INC. | — | — | — | — | $5.3M | 0.46% | — | HELD |
| 39 | KO | THE COCA-COLA CO | $88.49 | -0.66% | — | — | $5.2M | 0.45% | — | HELD |
| 40 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $5.2M | 0.44% | — | HELD |
| 41 | HD | HOME DEPOT INC | $333.35 | -1.45% | — | — | $4.7M | 0.41% | — | HELD |
| 42 | IVV | ISHARES CORE S&P 500 ETF | $745.20 | 1.65% | — | — | $4.1M | 0.36% | — | HELD |
| 43 | — | VISA INC CLASS CLASS A | — | — | — | — | $3.9M | 0.34% | — | HELD |
| 44 | QCOM | QUALCOMM INC | $151.60 | -2.62% | — | — | $3.7M | 0.32% | — | HELD |
| 45 | — | VERIZON COMMUNICATIONS I | — | — | — | — | $3.6M | 0.31% | — | HELD |
| 46 | PAYX | PAYCHEX INC | $116.33 | -4.75% | — | — | $3.0M | 0.26% | — | HELD |
| 47 | — | UNITEDHEALTH GROUP INC | — | — | — | — | $2.8M | 0.24% | — | HELD |
| 48 | — | SALESFORCE INC | — | — | — | — | $2.5M | 0.22% | — | HELD |
| 49 | VOO | VANGUARD S&P 500 ETF | $681.79 | 1.66% | — | — | $2.4M | 0.21% | — | HELD |
| 50 | PVAL | PUTNAM FOCUSED LARGE CAP VALUE | $53.38 | 1.71% | — | — | $1.8M | 0.16% | — | HELD |
| 51 | FFLC | FIDELITY FUNDAMENTAL LARGE CAP | $58.27 | 1.48% | — | — | $1.6M | 0.14% | — | HELD |
| 52 | — | ISHARES CORE MSCI EAFE ETF | — | — | — | — | $1.4M | 0.12% | — | HELD |
| 53 | — | ZIMMER BIOMET HLDGS INC | — | — | — | — | $1.3M | 0.11% | — | HELD |
| 54 | — | EDWARDS LIFESCIENCES COR | — | — | — | — | $1.3M | 0.11% | — | HELD |
| 55 | — | 3M CO | — | — | — | — | $1.2M | 0.11% | — | HELD |
| 56 | SYY | SYSCO CORP | $84.71 | -0.71% | — | — | $1.1M | 0.10% | — | HELD |
| 57 | VEU | VANGUARD FTSE ALL-WORLD EX-US | $83.03 | 2.98% | — | — | $1.1M | 0.10% | — | HELD |
| 58 | IJH | ISHARES CORE S&P MID-CAP ETF | $75.35 | 0.83% | — | — | $1.1M | 0.09% | — | HELD |
| 59 | AGG | ISHARES CORE U.S. AGGREGATE BO | $97.62 | 0.07% | — | — | $992K | 0.09% | — | HELD |
| 60 | DOW | DOW INC | $30.09 | -1.18% | — | — | $985K | 0.08% | — | HELD |
| 61 | VBIL | VANGUARD 0-3 MONTH TREASURY BI | $75.70 | 0.01% | — | — | $871K | 0.07% | — | HELD |
| 62 | — | EXXON MOBIL CORP | — | — | — | — | $784K | 0.07% | — | HELD |
| 63 | IVW | ISHARES S&P 500 GROWTH ETF | $133.33 | 3.13% | — | — | $747K | 0.06% | — | HELD |
| 64 | GIS | GENERAL MILLS INC | $36.42 | -3.96% | — | — | $713K | 0.06% | — | HELD |
| 65 | — | F/M US TREASURY 3 MONTH BILL F | — | — | — | — | $692K | 0.06% | — | HELD |
| 66 | CL | COLGATE PALMOLIVE CO | $91.60 | -2.02% | — | — | $682K | 0.06% | — | HELD |
| 67 | BRK/B | BERKSHIRE HATHAWAY CLASS B | — | — | — | — | $676K | 0.06% | — | HELD |
| 68 | VB | VANGUARD SMALL-CAP INDEX FUND | $295.80 | 0.96% | — | — | $655K | 0.06% | — | HELD |
| 69 | LH | LABCORP HLDGS INC | $315.53 | 2.73% | — | — | $640K | 0.06% | — | HELD |
| 70 | — | IDEX CORP | — | — | — | — | $551K | 0.05% | — | HELD |
| 71 | — | ALPHABET INC CLASS A | — | — | — | — | $517K | 0.04% | — | HELD |
| 72 | — | SPDR GOLD SHARES | — | — | — | — | $504K | 0.04% | — | HELD |
| 73 | — | AT&T INC | — | — | — | — | $485K | 0.04% | — | HELD |
| 74 | HON | HONEYWELL INTL INC | $241.91 | 0.33% | — | — | $443K | 0.04% | — | HELD |
| 75 | IGIB | ISHARES 5-10 YEAR INVESTMENT G | $52.35 | 0.15% | — | — | $409K | 0.04% | — | HELD |
| 76 | AVUS | AVANTIS US EQUITY ETF | $126.88 | 1.68% | — | — | $404K | 0.03% | — | HELD |
| 77 | — | M&T BK CORP | — | — | — | — | $370K | 0.03% | — | HELD |
| 78 | ADP | AUTOMATIC DATA PROCESSIN | $263.87 | -3.48% | — | — | $345K | 0.03% | — | HELD |
| 79 | — | NVIDIA CORP | — | — | — | — | $343K | 0.03% | — | HELD |
| 80 | — | EXTRA SPACE STORAGE INC REIT | — | — | — | — | $339K | 0.03% | — | HELD |
| 81 | MDLZ | MONDELEZ INTL INC CLASS CLASS | $63.08 | -2.94% | — | — | $338K | 0.03% | — | HELD |
| 82 | URI | UNITED RENTALS INC | $1068.63 | 1.28% | — | — | $329K | 0.03% | — | HELD |
| 83 | — | VANGUARD LONG-TERM CORPORATE B | — | — | — | — | $309K | 0.03% | — | HELD |
| 84 | — | ZOETIS INC CLASS CLASS A | — | — | — | — | $296K | 0.03% | — | HELD |
| 85 | LSBK | LAKE SHORE BANCORP INC M | $17.13 | 0.00% | — | — | $275K | 0.02% | — | HELD |
| 86 | LQD | ISHARES IBOXX $ INVESTMENT GRA | $106.41 | 0.18% | — | — | $272K | 0.02% | — | HELD |
| 87 | LVMUY | LVMH MOET HENNESSY LOU F SPONS | $109.44 | 1.80% | — | — | $258K | 0.02% | — | HELD |
| 88 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | — | — | $257K | 0.02% | — | HELD |
| 89 | IWM | ISHARES RUSSELL 2000 ETF | $292.59 | 1.39% | — | — | $256K | 0.02% | — | HELD |
| 90 | — | TENCENT HLDGS LTD F UNSPONSORE | — | — | — | — | $231K | 0.02% | — | HELD |
| 91 | — | TRUIST FINL CORP | — | — | — | — | $221K | 0.02% | — | HELD |
| 92 | HUBB | HUBBELL INC | $473.69 | 2.76% | — | — | $217K | 0.02% | — | HELD |
| 93 | INTU | INTUIT | $315.50 | -5.29% | — | — | $215K | 0.02% | — | HELD |
| 94 | — | TRAVELERS COS INC | — | — | — | — | $204K | 0.02% | — | HELD |
| 95 | — | GAIN THERAPEUTICS INC | — | — | — | — | $30K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001556245-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.