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Sandhill Capital Partners LLC Top Holdings and 13F Report (2025)

About Sandhill Capital Partners LLC

Investment Activity

  • Sandhill Capital Partners LLC has $1.28 billion in total holdings as of December 31, 2024.
  • Sandhill Capital Partners LLC owns shares of 95 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 10.48% of the portfolio was purchased this quarter.
  • About 6.81% of the portfolio was sold this quarter.
  • This quarter, Sandhill Capital Partners LLC has purchased 90 new stocks and bought additional shares in 22 stocks.
  • Sandhill Capital Partners LLC sold shares of 43 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$96,153,355
Palo Alto Networks
$77,260,337
ServiceNow
$72,698,881
Intuitive Surgical
$67,715,557
Cadence Design Systems
$57,846,362

Largest New Holdings this Quarter

AECOM
$36,933,015 Holding
Bio-Techne
$30,268,117 Holding
CoStar Group
$13,628,674 Holding
TransMedics Group
$11,098,947 Holding
Amazon.com
$4,372,936 Holding

Largest Purchases this Quarter

AECOM
345,750 shares (about $36.93M)
Palo Alto Networks
197,131 shares (about $35.87M)
Bio-Techne
420,215 shares (about $30.27M)
CoStar Group
190,371 shares (about $13.63M)
TransMedics Group
178,010 shares (about $11.10M)

Largest Sales this Quarter

Charles Schwab
184,149 shares (about $13.63M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
119,749 shares (about $10.95M)
SiteOne Landscape Supply
48,155 shares (about $6.35M)
ServiceNow
5,028 shares (about $5.33M)
Intuitive Surgical
9,440 shares (about $4.93M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSandhill Capital Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$96,153,355$10,948,650 ▼-10.2%1,051,6617.5%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$77,260,337$35,869,928 ▲86.7%424,6016.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$72,698,881$5,330,290 ▼-6.8%68,5765.7%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$67,715,557$4,927,311 ▼-6.8%129,7335.3%Medical
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$57,846,362$4,003,029 ▼-6.5%192,5264.5%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$54,151,909$3,861,197 ▼-6.7%93,9094.2%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$51,588,229$3,679,800 ▼-6.7%1,078,5754.0%Finance
General Electric stock logo
GE
General Electric
$51,239,519$3,471,231 ▼-6.3%307,2104.0%Transportation
Hubbell Incorporated stock logo
HUBB
Hubbell
$48,246,127$3,380,446 ▼-6.5%115,1763.8%Industrial Products
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$44,643,989$13,628,859 ▼-23.4%603,2163.5%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$43,262,083$2,926,001 ▼-6.3%717,2103.4%Computer and Technology
SPX Technologies, Inc. stock logo
SPXC
SPX Technologies
$41,618,720$2,919,859 ▼-6.6%286,0003.3%Business Services
S&P Global Inc. stock logo
SPGI
S&P Global
$41,381,036$2,724,737 ▼-6.2%83,0893.2%Business Services
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$40,737,366$6,345,386 ▼-13.5%309,1553.2%Industrial Products
Amphenol Co. stock logo
APH
Amphenol
$40,405,999$2,698,826 ▼-6.3%581,8003.2%Computer and Technology
LINDE PLC
$38,333,129$2,141,085 ▼-5.3%91,5593.0%COM
AECOM stock logo
ACM
AECOM
$36,933,015$36,933,015 ▲New Holding345,7502.9%Construction
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$35,136,611$2,191,546 ▼-5.9%149,1052.8%Computer and Technology
Illumina, Inc. stock logo
ILMN
Illumina
$35,134,935$2,484,449 ▼-6.6%262,9272.8%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$30,930,462$2,365,124 ▼-7.1%6,2252.4%Retail/Wholesale
Bio-Techne Co. stock logo
TECH
Bio-Techne
$30,268,117$30,268,117 ▲New Holding420,2152.4%Medical
Danaher Co. stock logo
DHR
Danaher
$22,615,342$980,411 ▼-4.2%98,5201.8%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$15,192,996$521,700 ▼-3.3%93,2491.2%Medical
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$13,628,674$13,628,674 ▲New Holding190,3711.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$12,150,851$39,316 ▼-0.3%48,5221.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$11,941,615$545,983 ▼-4.4%51,5080.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$11,461,333$29,926 ▼-0.3%27,1920.9%Computer and Technology
TransMedics Group, Inc. stock logo
TMDX
TransMedics Group
$11,098,947$11,098,947 ▲New Holding178,0100.9%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,243,197$60,648 ▼-0.8%30,2160.6%Finance
BLACKROCK INC NEW
$7,022,003$22,552 ▼-0.3%6,8500.6%COM
American Express stock logo
AXP
American Express
$6,780,613$92,897 ▼-1.4%22,8460.5%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,599,885$37,889 ▲0.6%39,3670.5%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,796,179$28,658 ▼-0.5%15,9780.5%Industrial Products
The Home Depot, Inc. stock logo
HD
Home Depot
$5,712,960$10,502 ▲0.2%14,6870.4%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,547,767$28,328 ▼-0.5%10,9670.4%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$5,502,107$9,081 ▲0.2%27,2660.4%Business Services
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$5,284,324$89,507 ▼-1.7%66,9490.4%Construction
Paychex, Inc. stock logo
PAYX
Paychex
$5,125,041$28,605 ▲0.6%36,5500.4%Business Services
Chevron Co. stock logo
CVX
Chevron
$4,975,399$28,823 ▲0.6%34,3510.4%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$4,943,929$27,250 ▲0.6%17,0540.4%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$4,859,077$20,585 ▲0.4%31,6300.4%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$4,514,473$47,255 ▲1.1%72,5100.4%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,372,936$4,372,936 ▲New Holding19,9320.3%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$4,300,729$28,126 ▲0.7%22,9360.3%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,250,830$36,709 ▲0.9%42,7300.3%Medical
NIKE, Inc. stock logo
NKE
NIKE
$4,037,222$44,872 ▼-1.1%53,3530.3%Consumer Discretionary
General Mills, Inc. stock logo
GIS
General Mills
$3,910,085$50,953 ▲1.3%61,3150.3%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,854,340$21,838 ▲0.6%26,6510.3%Medical
Sysco Co. stock logo
SYY
Sysco
$3,811,569$48,706 ▲1.3%49,8500.3%Consumer Staples
Truist Financial Co. stock logo
TFC
Truist Financial
$3,282,478$7,201 ▲0.2%75,6680.3%Finance
The Boeing Company stock logo
BA
Boeing
$3,189,186$17,169 ▲0.5%18,0180.3%Aerospace
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,180,525$42,309 ▲1.3%79,5330.2%Computer and Technology
Dow Inc. stock logo
DOW
DOW
$2,569,273$274,087 ▼-9.6%64,0240.2%Basic Materials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,727,881$206,639 ▼-10.7%2,9350.1%ETF
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$1,520,544$2,852 ▼-0.2%14,3950.1%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$1,515,5420.0%20,4720.1%Medical
Crown Castle Inc. stock logo
CCI
Crown Castle
$1,403,513$140,043 ▼-9.1%15,4640.1%Finance
3M stock logo
MMM
3M
$1,282,7030.0%9,9360.1%Multi-Sector Conglomerates
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,001,011$294,700 ▲41.7%1,8580.1%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$727,2800.0%8,0000.1%Consumer Staples
Broadstone Net Lease, Inc. stock logo
BNL
Broadstone Net Lease
$725,8960.0%45,7690.1%Finance
IDEX Co. stock logo
IEX
IDEX
$608,4060.0%2,9070.0%Industrial Products
Honeywell International Inc. stock logo
HON
Honeywell International
$553,204$5,647 ▼-1.0%2,4490.0%Multi-Sector Conglomerates
LABCORP HLDGS INC
$550,3680.0%2,4000.0%COM
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$543,054$63,322 ▼-10.4%7,7270.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$528,127$15,390 ▲3.0%8,4760.0%ETF
Intel Co. stock logo
INTC
Intel
$499,606$160 ▲0.0%24,9180.0%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$499,555$8,713 ▼-1.7%4,6440.0%Oils/Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$497,3480.0%1,6990.0%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$490,349$9,575 ▼-1.9%4,4040.0%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$484,257$6,670 ▼-1.4%1,0890.0%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$420,6780.0%7,0430.0%Consumer Staples
M&T Bank Co. stock logo
MTB
M&T Bank
$419,0740.0%2,2290.0%Finance
AT&T Inc. stock logo
T
AT&T
$398,711$7,992 ▼-2.0%17,5100.0%Computer and Technology
Extra Space Storage Inc. stock logo
EXR
Extra Space Storage
$387,1650.0%2,5880.0%Finance
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$378,5040.0%1,8000.0%Aerospace
United Rentals, Inc. stock logo
URI
United Rentals
$353,6290.0%5020.0%Construction
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$329,510$106,301 ▲47.6%1,4910.0%Finance
Graco Inc. stock logo
GGG
Graco
$323,842$4,130 ▼-1.3%3,8420.0%Industrial Products
Intuit Inc. stock logo
INTU
Intuit
$312,3640.0%4970.0%Computer and Technology
LVMH Moët Hennessy - Louis Vuitton, Société Européenne stock logo
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
$308,2980.0%2,3590.0%Consumer Discretionary
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$286,2830.0%2,0810.0%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$264,533$2,350 ▲0.9%2,4760.0%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$252,3000.0%1,2000.0%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$227,360$32,688 ▼-12.6%9390.0%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$222,104$8,602 ▼-3.7%2,5820.0%Medical
Tencent Holdings Limited stock logo
TCEHY
Tencent
$220,4840.0%4,1460.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$219,020$219,020 ▲New Holding1,1570.0%Computer and Technology
GRAYSCALE BITCOIN TRUST ETF
$217,249$217,249 ▲New Holding2,9350.0%COM
VANECK BITCOIN ETF FORWARD SPL
$210,257$210,257 ▲New Holding1,9890.0%COM
The Progressive Co. stock logo
PGR
Progressive
$206,5440.0%8620.0%Finance
Gain Therapeutics, Inc. stock logo
GANX
Gain Therapeutics
$33,2640.0%15,4000.0%Medical
Wealth Minerals Ltd. stock logo
WMLLF
Wealth Minerals
$4,1230.0%117,7950.0%Basic Materials
Argo Blockchain plc stock logo
ARBKF
Argo Blockchain
$2,3980.0%41,0000.0%Financial Services
RSHN
RushNet
$200.0%99,9990.0%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$0$3,320,257 ▼-100.0%00.0%Medical
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$0$282,149 ▼-100.0%00.0%Construction
Kosmos Energy Ltd. stock logo
KOS
Kosmos Energy
$0$40,300 ▼-100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.
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