13F HOLDINGS REPORT
Sandhill Capital Partners LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001556245-25-000001
Total Value
$1.28B
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR BLOOMBERG 1-3 MO | 78468R663 | 1,051,661 | $96.2M | 7.54% |
| 2 | PALO ALTO NETWORKS INC | PANW | 424,601 | $77.3M | 6.06% |
| 3 | SERVICENOW INC | NOW | 68,576 | $72.7M | 5.70% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 129,733 | $67.7M | 5.31% |
| 5 | CADENCE DESIGN SYSTEM | CDNS | 192,526 | $57.8M | 4.53% |
| 6 | TYLER TECHNOLOGIES INC | TYL | 93,909 | $54.2M | 4.25% |
| 7 | U S BANCORP DE | USB-PS | 1,078,575 | $51.6M | 4.04% |
| 8 | GE AEROSPACE | 369604301 | 307,210 | $51.2M | 4.02% |
| 9 | HUBBELL INC | HUBB | 115,176 | $48.2M | 3.78% |
| 10 | SCHWAB CHARLES CORP | SCHW-PJ | 603,216 | $44.6M | 3.50% |
| 11 | UBER TECHNOLOGIES INC | UBER | 717,210 | $43.3M | 3.39% |
| 12 | SPX TECHNOLOGIES INC | SPXC | 286,000 | $41.6M | 3.26% |
| 13 | S&P GLOBAL INC | SPGI | 83,089 | $41.4M | 3.24% |
| 14 | SITEONE LANDSCAPE SUPPLY | SITE | 309,155 | $40.7M | 3.19% |
| 15 | AMPHENOL CORP CL A | 032095101 | 581,800 | $40.4M | 3.17% |
| 16 | LINDE PLC | LIN | 91,559 | $38.3M | 3.01% |
| 17 | AECOM | ACM | 345,750 | $36.9M | 2.90% |
| 18 | LITTELFUSE INC | LFUS | 149,105 | $35.1M | 2.75% |
| 19 | ILLUMINA INC | ILMN | 262,927 | $35.1M | 2.75% |
| 20 | BOOKING HOLDINGS INC | BKNG | 6,225 | $30.9M | 2.42% |
| 21 | BIO-TECHNE CORP | TECH | 420,215 | $30.3M | 2.37% |
| 22 | DANAHER CORP | 235851102 | 98,520 | $22.6M | 1.77% |
| 23 | ZOETIS INC CL A | ZTS | 93,249 | $15.2M | 1.19% |
| 24 | COSTAR GROUP INC | CSGP | 190,371 | $13.6M | 1.07% |
| 25 | APPLE INC | AAPL | 48,522 | $12.2M | 0.95% |
| 26 | BROADCOM INC | AVGO | 51,508 | $11.9M | 0.94% |
| 27 | MICROSOFT CORP | MSFT | 27,192 | $11.5M | 0.90% |
| 28 | TRANSMEDICS GROUP INC | TMDX | 178,010 | $11.1M | 0.87% |
| 29 | JPMORGAN CHASE & CO | VYLD | 30,216 | $7.2M | 0.57% |
| 30 | BLACKROCK INC NEW | BLK | 6,850 | $7.0M | 0.55% |
| 31 | AMERICAN EXPRESS CO | AXP | 22,846 | $6.8M | 0.53% |
| 32 | PROCTER & GAMBLE CO | 742718109 | 39,367 | $6.6M | 0.52% |
| 33 | CATERPILLAR INC | CAT | 15,978 | $5.8M | 0.45% |
| 34 | HOME DEPOT INC | HD | 14,687 | $5.7M | 0.45% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 10,967 | $5.5M | 0.43% |
| 36 | WASTE MGMT INC DEL | WM | 27,266 | $5.5M | 0.43% |
| 37 | JOHNSON CONTROLS INTER F | JCI | 66,949 | $5.3M | 0.41% |
| 38 | PAYCHEX INC | PAYX | 36,550 | $5.1M | 0.40% |
| 39 | CHEVRON CORP NEW | CVX | 34,351 | $5.0M | 0.39% |
| 40 | MCDONALDS CORP | MCD | 17,054 | $4.9M | 0.39% |
| 41 | QUALCOMM INC | QCOM | 31,630 | $4.9M | 0.38% |
| 42 | THE COCA-COLA CO | KO | 72,510 | $4.5M | 0.35% |
| 43 | AMAZON.COM INC | AMZN | 19,932 | $4.4M | 0.34% |
| 44 | TEXAS INSTRS INC | 882508104 | 22,936 | $4.3M | 0.34% |
| 45 | MERCK & CO. INC. | MRK | 42,730 | $4.3M | 0.33% |
| 46 | NIKE INC CLASS B | NKE | 53,353 | $4.0M | 0.32% |
| 47 | GENERAL MLS INC | 370334104 | 61,315 | $3.9M | 0.31% |
| 48 | JOHNSON & JOHNSON | JNJ | 26,651 | $3.9M | 0.30% |
| 49 | SYSCO CORP | SYY | 49,850 | $3.8M | 0.30% |
| 50 | TRUIST FINL CORP | TFC-PR | 75,668 | $3.3M | 0.26% |
| 51 | BOEING CO | BA-PA | 18,018 | $3.2M | 0.25% |
| 52 | VERIZON COMMUNICATIONS I | VZ | 79,533 | $3.2M | 0.25% |
| 53 | DOW INC | DOW | 64,024 | $2.6M | 0.20% |
| 54 | ISHARES CORE S&P 500 ETF IV | 464287200 | 2,935 | $1.7M | 0.14% |
| 55 | ZIMMER BIOMET HLDGS INC | ZBH | 14,395 | $1.5M | 0.12% |
| 56 | EDWARDS LIFESCIENCES COR | EW | 20,472 | $1.5M | 0.12% |
| 57 | CROWN CASTLE INC REIT | CCI | 15,464 | $1.4M | 0.11% |
| 58 | 3M CO | MMM | 9,936 | $1.3M | 0.10% |
| 59 | VANGUARD S&P 500 ETF | 922908363 | 1,858 | $1.0M | 0.08% |
| 60 | COLGATE PALMOLIVE CO | CL | 8,000 | $727,280 | 0.06% |
| 61 | BROADSTONE NET LEASE INC REIT | BNL | 45,769 | $725,896 | 0.06% |
| 62 | IDEX CORP | 45167r104 | 2,907 | $608,406 | 0.05% |
| 63 | LABCORP HLDGS INC | LH | 2,400 | $550,368 | 0.04% |
| 64 | ISHARES CORE MSCI EAFE ETF | 46432f842 | 7,727 | $543,054 | 0.04% |
| 65 | ISHARES CORE S&P MID CAP ETF | 464287507 | 8,476 | $528,127 | 0.04% |
| 66 | INTEL CORP | INTC | 24,918 | $499,606 | 0.04% |
| 67 | EXXON MOBIL CORP | XOM | 4,644 | $499,555 | 0.04% |
| 68 | AUTOMATIC DATA PROCESSIN | ADP | 1,699 | $497,348 | 0.04% |
| 69 | DISNEY WALT CO | 254687106 | 4,404 | $490,349 | 0.04% |
| 70 | ADOBE INC | ADBE | 1,089 | $484,257 | 0.04% |
| 71 | MONDELEZ INTL INC CLASS A | 609207105 | 7,043 | $420,678 | 0.03% |
| 72 | M & T BK CORP | MTB-PK | 2,229 | $419,074 | 0.03% |
| 73 | AT&T INC | T-PC | 17,510 | $398,711 | 0.03% |
| 74 | EXTRA SPACE STORAGE INC REIT | EXR | 2,588 | $387,165 | 0.03% |
| 75 | L3HARRIS TECHNOLOGIES IN | LHX | 1,800 | $378,504 | 0.03% |
| 76 | UNITED RENTALS INC | URI | 502 | $353,629 | 0.03% |
| 77 | ISHARES RUSSELL 2000 ETF | 464287655 | 1,491 | $329,510 | 0.03% |
| 78 | GRACO INC | GGG | 3,842 | $323,842 | 0.03% |
| 79 | HONEYWELL INTL INC | 438516106 | 1,407 | $317,827 | 0.02% |
| 80 | INTUIT | INTU | 497 | $312,364 | 0.02% |
| 81 | LVMH MOET HENNESSY LOU F SPONS | 502441306 | 2,359 | $308,298 | 0.02% |
| 82 | SELECT SECTOR HEALTH CARE SPDR | 81369y209 | 2,081 | $286,283 | 0.02% |
| 83 | ISHARES IBOXX INVT GRADE BOND | 464287242 | 2,476 | $264,533 | 0.02% |
| 84 | VEEVA SYS INC CLASS A | VEEV | 1,200 | $252,300 | 0.02% |
| 85 | HONEYWELL INTL INC | 438516106 | 1,042 | $235,377 | 0.02% |
| 86 | SPDR GOLD SHARES ETF | GLD | 939 | $227,360 | 0.02% |
| 87 | NOVO-NORDISK A S F SPONSORED A | NONOF | 2,582 | $222,104 | 0.02% |
| 88 | TENCENT HLDGS LTD F UNSPONSORE | XHLD | 4,146 | $220,484 | 0.02% |
| 89 | ALPHABET INC CLASS A | GOOG | 1,157 | $219,020 | 0.02% |
| 90 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 2,935 | $217,249 | 0.02% |
| 91 | VANECK BITCOIN ETF FORWARD SPL | HODL | 1,989 | $210,257 | 0.02% |
| 92 | PROGRESSIVE CORP OH | 743315103 | 862 | $206,544 | 0.02% |
| 93 | GAIN THERAPEUTICS INC | GANX | 15,400 | $33,264 | 0.00% |
| 94 | WEALTH MINERALS LTD F | 946885209 | 117,795 | $4,123 | 0.00% |
| 95 | ARGO BLOCKCHAIN PL ORDF | ARBK | 41,000 | $2,398 | 0.00% |
| 96 | RUSHNET INC | 782074108 | 99,999 | $20 | 0.00% |