13F HOLDINGS REPORT
Sandhill Capital Partners LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001556245-25-000003
Total Value
$1.22B
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR BLOOMBERG 1-3 MO | 78468R663 | 1,325,659 | $121.6M | 10.00% |
| 2 | PALO ALTO NETWORKS INC | PANW | 416,478 | $71.1M | 5.84% |
| 3 | GE AEROSPACE | 369604301 | 301,589 | $60.4M | 4.96% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 117,285 | $58.1M | 4.78% |
| 5 | SERVICENOW INC | NOW | 67,322 | $53.6M | 4.41% |
| 6 | TYLER TECHNOLOGIES INC | TYL | 89,366 | $52.0M | 4.27% |
| 7 | UBER TECHNOLOGIES INC | UBER | 683,279 | $49.8M | 4.09% |
| 8 | CADENCE DESIGN SYSTEM | CDNS | 189,429 | $48.2M | 3.96% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 592,615 | $46.4M | 3.81% |
| 10 | AECOM | ACM | 488,978 | $45.3M | 3.73% |
| 11 | LINDE PLC | LIN | 91,019 | $42.4M | 3.48% |
| 12 | U S BANCORP DE | USB-PS | 999,362 | $42.2M | 3.47% |
| 13 | AMPHENOL CORP CL A | 032095101 | 636,323 | $41.7M | 3.43% |
| 14 | S&P GLOBAL INC | SPGI | 81,881 | $41.6M | 3.42% |
| 15 | HUBBELL INC | HUBB | 113,418 | $37.5M | 3.09% |
| 16 | SITEONE LANDSCAPE SUPPLY | SITE | 305,017 | $37.0M | 3.05% |
| 17 | SPX TECHNOLOGIES INC | SPXC | 282,124 | $36.3M | 2.99% |
| 18 | TRANE TECHNOLOGIES PLC | TT | 95,567 | $32.2M | 2.65% |
| 19 | DANAHER CORP | 235851102 | 149,486 | $30.6M | 2.52% |
| 20 | LITTELFUSE INC | LFUS | 147,975 | $29.1M | 2.39% |
| 21 | BOOKING HOLDINGS INC | BKNG | 6,122 | $28.2M | 2.32% |
| 22 | ARISTA NETWORKS INC | ANET | 252,831 | $19.6M | 1.61% |
| 23 | ZOETIS INC CLASS A | ZTS | 93,849 | $15.5M | 1.27% |
| 24 | APPLE INC | AAPL | 48,325 | $10.7M | 0.88% |
| 25 | MICROSOFT CORP | MSFT | 27,362 | $10.3M | 0.84% |
| 26 | BROADCOM INC | AVGO | 51,084 | $8.6M | 0.70% |
| 27 | JPMORGAN CHASE & CO | VYLD | 30,250 | $7.4M | 0.61% |
| 28 | PROCTER & GAMBLE CO | 742718109 | 39,708 | $6.8M | 0.56% |
| 29 | BLACKROCK INC NEW | BLK | 6,876 | $6.5M | 0.54% |
| 30 | WASTE MGMT INC DEL | WM | 27,397 | $6.3M | 0.52% |
| 31 | AMERICAN EXPRESS CO | AXP | 22,829 | $6.1M | 0.50% |
| 32 | CHEVRON CORP NEW | CVX | 34,740 | $5.8M | 0.48% |
| 33 | UNITEDHEALTH GROUP INC | UNH | 10,964 | $5.7M | 0.47% |
| 34 | PAYCHEX INC | PAYX | 36,776 | $5.7M | 0.47% |
| 35 | HOME DEPOT INC | HD | 14,804 | $5.4M | 0.45% |
| 36 | JOHNSON CONTROLS INT F | JCI | 67,388 | $5.4M | 0.44% |
| 37 | MCDONALDS CORP | MCD | 17,232 | $5.4M | 0.44% |
| 38 | CATERPILLAR INC | CAT | 16,071 | $5.3M | 0.44% |
| 39 | THE COCA-COLA CO | KO | 73,332 | $5.3M | 0.43% |
| 40 | QUALCOMM INC | QCOM | 31,915 | $4.9M | 0.40% |
| 41 | JOHNSON & JOHNSON | JNJ | 27,686 | $4.6M | 0.38% |
| 42 | SALESFORCE INC | CRM | 16,731 | $4.5M | 0.37% |
| 43 | TEXAS INSTRS INC | 882508104 | 23,230 | $4.2M | 0.34% |
| 44 | MERCK & CO. INC. | MRK | 46,329 | $4.2M | 0.34% |
| 45 | SYSCO CORP | SYY | 51,564 | $3.9M | 0.32% |
| 46 | AMAZON.COM INC | AMZN | 20,189 | $3.8M | 0.32% |
| 47 | VERIZON COMMUNICATIONS I | VZ | 82,370 | $3.7M | 0.31% |
| 48 | NIKE INC CLASS B | NKE | 57,099 | $3.6M | 0.30% |
| 49 | GOLDMAN SACHS GROUP INC | GSCE | 6,530 | $3.6M | 0.29% |
| 50 | TRUIST FINL CORP | TFC-PR | 82,377 | $3.4M | 0.28% |
| 51 | GENERAL MILLS INC | 370334104 | 49,074 | $2.9M | 0.24% |
| 52 | DOW INC | DOW | 65,685 | $2.3M | 0.19% |
| 53 | ZIMMER BIOMET HLDGS INC | ZBH | 14,395 | $1.6M | 0.13% |
| 54 | ISHARES CORE S&P 500 ETF | 464287200 | 2,841 | $1.6M | 0.13% |
| 55 | EDWARDS LIFESCIENCES COR | EW | 18,072 | $1.3M | 0.11% |
| 56 | 3M CO | MMM | 8,536 | $1.3M | 0.10% |
| 57 | VANGUARD S&P 500 ETF | 922908363 | 2,189 | $1.1M | 0.09% |
| 58 | ISHARES CORE MSCI EAFE ETF | 46432f842 | 10,323 | $780,935 | 0.06% |
| 59 | BROADSTONE NET LEASE INC REIT | BNL | 45,769 | $779,904 | 0.06% |
| 60 | COLGATE PALMOLIVE CO | CL | 8,000 | $749,600 | 0.06% |
| 61 | VANGUARD SMALL CAP ETF | 922908751 | 2,643 | $586,104 | 0.05% |
| 62 | INTEL CORP | INTC | 24,896 | $565,388 | 0.05% |
| 63 | LABCORP HLDGS INC | LH | 2,400 | $558,576 | 0.05% |
| 64 | EXXON MOBIL CORP | XOM | 4,458 | $530,190 | 0.04% |
| 65 | IDEX CORP | 45167r104 | 2,907 | $526,080 | 0.04% |
| 66 | AUTOMATIC DATA PROCESSIN | ADP | 1,699 | $519,095 | 0.04% |
| 67 | ISHARES CORE S&P MID CAP ETF | 464287507 | 8,816 | $514,402 | 0.04% |
| 68 | MONDELEZ INTL INC CLASS A | 609207105 | 7,043 | $477,868 | 0.04% |
| 69 | AT&T INC | T-PC | 16,885 | $477,518 | 0.04% |
| 70 | ADOBE INC | ADBE | 1,088 | $417,281 | 0.03% |
| 71 | M & T BK CORP | MTB-PK | 2,192 | $391,820 | 0.03% |
| 72 | EXTRA SPACE STORAGE INC REIT | EXR | 2,588 | $384,292 | 0.03% |
| 73 | L3HARRIS TECHNOLOGIES IN | LHX | 1,800 | $376,758 | 0.03% |
| 74 | GRACO INC | GGG | 3,842 | $320,845 | 0.03% |
| 75 | VANGUARD LONG-TERM CORPORATE B | 92206c813 | 4,143 | $314,495 | 0.03% |
| 76 | INTUIT | INTU | 497 | $305,153 | 0.03% |
| 77 | HONEYWELL INTL INC | 438516106 | 1,407 | $297,932 | 0.02% |
| 78 | LVMH MOET HENNESSY LOU F SPONS | 502441306 | 2,359 | $292,209 | 0.02% |
| 79 | DISNEY WALT CO | 254687106 | 2,926 | $288,796 | 0.02% |
| 80 | UNITED RENTALS INC | URI | 452 | $283,268 | 0.02% |
| 81 | SPDR GOLD SHARES ETF | GLD | 958 | $276,038 | 0.02% |
| 82 | ISHARES IBOXX INVT GRADE BOND | 464287242 | 2,412 | $262,199 | 0.02% |
| 83 | TRANSMEDICS GROUP INC | TMDX | 3,627 | $244,025 | 0.02% |
| 84 | PROGRESSIVE CORP OH | 743315103 | 862 | $243,955 | 0.02% |
| 85 | TENCENT HLDGS LTD F UNSPONSORE | XHLD | 3,646 | $232,761 | 0.02% |
| 86 | ISHARES RUSSELL 2000 ETF | 464287655 | 1,138 | $227,095 | 0.02% |
| 87 | HONEYWELL INTL INC | 438516106 | 1,042 | $220,643 | 0.02% |
| 88 | ISHARES TRT IS 5-10 INV GR CR | 464288638 | 3,995 | $209,818 | 0.02% |
| 89 | GAIN THERAPEUTICS INC | GANX | 15,400 | $29,414 | 0.00% |
| 90 | LITHIUM ARGENTINA AG F | h5012f103 | 13,737 | $29,397 | 0.00% |
| 91 | WEALTH MINERALS LTD F | 946885209 | 42,795 | $1,656 | 0.00% |
| 92 | ARGO BLOCKCHAIN PL ORDF | ARBK | 26,000 | $845 | 0.00% |
| 93 | ENZOLYTICS INC | 294112107 | 100,000 | $70 | 0.00% |
| 94 | RUSHNET INC | 782074108 | 99,999 | $20 | 0.00% |