13F HOLDINGS REPORT
Sandhill Capital Partners LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001556245-25-000004
Total Value
$1.39B
Positions
101
Other Managers
0
Confidential Omitted
No
Holdings (101)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR BLOOMBERG 1-3 MO | 78468R663 | 1,373,487 | $126.0M | 9.05% |
| 2 | PALO ALTO NETWORKS INC | PANW | 418,402 | $85.6M | 6.15% |
| 3 | GE AEROSPACE | 369604301 | 297,030 | $76.5M | 5.49% |
| 4 | SERVICENOW INC | NOW | 67,863 | $69.8M | 5.01% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 118,093 | $64.2M | 4.61% |
| 6 | AMPHENOL CORP CL A | 032095101 | 638,691 | $63.1M | 4.53% |
| 7 | UBER TECHNOLOGIES INC | UBER | 660,083 | $61.6M | 4.42% |
| 8 | AECOM | ACM | 489,936 | $55.3M | 3.97% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 595,557 | $54.3M | 3.90% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 90,097 | $53.4M | 3.84% |
| 11 | SPX TECHNOLOGIES INC | SPXC | 284,051 | $47.6M | 3.42% |
| 12 | HUBBELL INC | HUBB | 113,787 | $46.5M | 3.34% |
| 13 | U S BANCORP DE | USB-PS | 1,010,087 | $45.7M | 3.28% |
| 14 | S&P GLOBAL INC | SPGI | 82,472 | $43.5M | 3.12% |
| 15 | LINDE PLC | LIN | 92,228 | $43.3M | 3.11% |
| 16 | TRANE TECHNOLOGIES PLC | TT | 95,749 | $41.9M | 3.01% |
| 17 | CADENCE DESIGN SYSTEM | CDNS | 133,347 | $41.1M | 2.95% |
| 18 | ARISTA NETWORKS INC | ANET | 389,433 | $39.8M | 2.86% |
| 19 | BOOKING HOLDINGS INC | BKNG | 6,178 | $35.8M | 2.57% |
| 20 | SITEONE LANDSCAPE SUPPLY | SITE | 283,855 | $34.3M | 2.47% |
| 21 | DANAHER CORP | 235851102 | 146,121 | $28.9M | 2.07% |
| 22 | GUIDEWIRE SOFTWARE INC | GWRE | 103,673 | $24.4M | 1.75% |
| 23 | BROADCOM INC | AVGO | 50,981 | $14.1M | 1.01% |
| 24 | MICROSOFT CORP | MSFT | 27,390 | $13.6M | 0.98% |
| 25 | CRANE CO | CR | 61,072 | $11.6M | 0.83% |
| 26 | JPMORGAN CHASE & CO | VYLD | 35,530 | $10.3M | 0.74% |
| 27 | APPLE INC | AAPL | 48,563 | $10.0M | 0.72% |
| 28 | ISHARES 0-3 MONTH TREASURY BON | 46436e718 | 97,081 | $9.8M | 0.70% |
| 29 | AMERICAN EXPRESS CO | AXP | 22,713 | $7.2M | 0.52% |
| 30 | BLACKROCK INC NEW | BLK | 6,871 | $7.2M | 0.52% |
| 31 | JOHNSON CONTROLS INT F | JCI | 66,992 | $7.1M | 0.51% |
| 32 | PROCTER & GAMBLE CO | 742718109 | 39,971 | $6.4M | 0.46% |
| 33 | WASTE MGMT INC DEL | WM | 27,355 | $6.3M | 0.45% |
| 34 | CATERPILLAR INC | CAT | 16,086 | $6.2M | 0.45% |
| 35 | HOME DEPOT INC | HD | 14,881 | $5.5M | 0.39% |
| 36 | PAYCHEX INC | PAYX | 36,589 | $5.3M | 0.38% |
| 37 | THE COCA-COLA CO | KO | 73,277 | $5.2M | 0.37% |
| 38 | CHEVRON CORP NEW | CVX | 35,425 | $5.1M | 0.36% |
| 39 | MCDONALDS CORP | MCD | 17,261 | $5.0M | 0.36% |
| 40 | QUALCOMM INC | QCOM | 31,390 | $5.0M | 0.36% |
| 41 | TEXAS INSTRS INC | 882508104 | 23,747 | $4.9M | 0.35% |
| 42 | VISA INC CLASS A | V | 13,667 | $4.9M | 0.35% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 6,705 | $4.7M | 0.34% |
| 44 | SALESFORCE INC | CRM | 16,799 | $4.6M | 0.33% |
| 45 | UNITEDHEALTH GROUP INC | UNH | 14,542 | $4.5M | 0.33% |
| 46 | AMAZON.COM INC | AMZN | 20,252 | $4.4M | 0.32% |
| 47 | JOHNSON & JOHNSON | JNJ | 28,018 | $4.3M | 0.31% |
| 48 | MERCK & CO. INC. | MRK | 47,973 | $3.8M | 0.27% |
| 49 | SYSCO CORP | SYY | 47,547 | $3.6M | 0.26% |
| 50 | VERIZON COMMUNICATIONS I | VZ | 82,806 | $3.6M | 0.26% |
| 51 | DOW INC | DOW | 67,467 | $1.8M | 0.13% |
| 52 | ISHARES CORE S&P 500 ETF | 464287200 | 2,683 | $1.7M | 0.12% |
| 53 | EDWARDS LIFESCIENCES COR | EW | 18,072 | $1.4M | 0.10% |
| 54 | VANGUARD S&P 500 ETF | 922908363 | 2,462 | $1.4M | 0.10% |
| 55 | ZIMMER BIOMET HLDGS INC | ZBH | 14,395 | $1.3M | 0.09% |
| 56 | 3M CO | MMM | 8,536 | $1.3M | 0.09% |
| 57 | ISHARES CORE MSCI EAFE ETF | 46432f842 | 11,856 | $989,739 | 0.07% |
| 58 | GENERAL MILLS INC | 370334104 | 17,066 | $884,170 | 0.06% |
| 59 | BROADSTONE NET LEASE INC REIT | BNL | 45,769 | $734,592 | 0.05% |
| 60 | COLGATE PALMOLIVE CO | CL | 8,000 | $727,200 | 0.05% |
| 61 | LABCORP HLDGS INC | LH | 2,400 | $630,024 | 0.05% |
| 62 | VANGUARD SMALL CAP ETF | 922908751 | 2,612 | $618,992 | 0.04% |
| 63 | INTEL CORP | INTC | 24,896 | $557,670 | 0.04% |
| 64 | AUTOMATIC DATA PROCESSIN | ADP | 1,699 | $523,972 | 0.04% |
| 65 | TESLA INC | TSLA | 1,625 | $516,197 | 0.04% |
| 66 | ISHARES CORE S&P MID CAP ETF | 464287507 | 8,250 | $511,667 | 0.04% |
| 67 | ZOETIS INC CLASS A | ZTS | 3,276 | $510,830 | 0.04% |
| 68 | IDEX CORP | 45167r104 | 2,907 | $510,382 | 0.04% |
| 69 | TRANSMEDICS GROUP INC | TMDX | 3,627 | $486,054 | 0.03% |
| 70 | AT&T INC | T-PC | 16,772 | $485,382 | 0.03% |
| 71 | EXXON MOBIL CORP | XOM | 4,458 | $480,572 | 0.03% |
| 72 | MONDELEZ INTL INC CLASS A | 609207105 | 7,043 | $474,980 | 0.03% |
| 73 | L3HARRIS TECHNOLOGIES IN | LHX | 1,800 | $451,512 | 0.03% |
| 74 | M & T BK CORP | MTB-PK | 2,267 | $439,775 | 0.03% |
| 75 | ADOBE INC | ADBE | 1,077 | $416,670 | 0.03% |
| 76 | INTUIT | INTU | 497 | $391,452 | 0.03% |
| 77 | EXTRA SPACE STORAGE INC REIT | EXR | 2,588 | $381,575 | 0.03% |
| 78 | ISHARES TRT IS 5-10 INV GR CR | 464288638 | 6,646 | $354,149 | 0.03% |
| 79 | SPDR GOLD SHARES ETF | GLD | 1,121 | $341,739 | 0.02% |
| 80 | UNITED RENTALS INC | URI | 452 | $340,537 | 0.02% |
| 81 | GRACO INC | GGG | 3,842 | $330,297 | 0.02% |
| 82 | HONEYWELL INTL INC | 438516106 | 1,407 | $327,662 | 0.02% |
| 83 | VANGUARD LONG-TERM CORPORATE B | 92206c813 | 4,143 | $314,454 | 0.02% |
| 84 | DISNEY WALT CO | 254687106 | 2,326 | $288,447 | 0.02% |
| 85 | ISHARES IBOXX INVT GRADE BOND | 464287242 | 2,415 | $264,658 | 0.02% |
| 86 | LVMH MOET HENNESSY LOU F SPONS | 502441306 | 2,399 | $252,039 | 0.02% |
| 87 | AVANTIS US EQUITY ETF | 025072885 | 2,482 | $250,249 | 0.02% |
| 88 | VANECK BITCOIN ETF | HODL | 7,956 | $242,419 | 0.02% |
| 89 | TENCENT HLDGS LTD F UNSPONSORE | XHLD | 3,646 | $235,167 | 0.02% |
| 90 | PROGRESSIVE CORP OH | 743315103 | 862 | $230,033 | 0.02% |
| 91 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 2,612 | $221,576 | 0.02% |
| 92 | IBM CORP | INTR | 730 | $215,189 | 0.02% |
| 93 | ALPHABET INC CLASS A | GOOG | 1,213 | $213,767 | 0.02% |
| 94 | TRUIST FINL CORP | TFC-PR | 4,766 | $204,890 | 0.01% |
| 95 | PARKER-HANNIFIN CORP | PH | 287 | $200,461 | 0.01% |
| 96 | LITHIUM ARGENTINA AG F | h5012f103 | 14,048 | $29,220 | 0.00% |
| 97 | GAIN THERAPEUTICS INC | GANX | 15,400 | $27,720 | 0.00% |
| 98 | MINERA ALAMOS INC F | 60283l105 | 20,000 | $5,080 | 0.00% |
| 99 | WEALTH MINERALS LTD F | 946885209 | 42,795 | $1,412 | 0.00% |
| 100 | ARGO BLOCKCHAIN PL ORDF | ARBK | 26,000 | $452 | 0.00% |
| 101 | ENZOLYTICS INC | 294112107 | 100,000 | $70 | 0.00% |