13F HOLDINGS REPORT
Sandhill Capital Partners LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001556245-25-000007
Total Value
$1.43B
Positions
108
Other Managers
0
Confidential Omitted
No
Holdings (108)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ST SRT SPDR BLMBG 1 3 MN T ETF | 78468r663 | 929,940 | $85.3M | 5.96% |
| 2 | PALO ALTO NETWORKS INC | PANW | 414,545 | $84.4M | 5.89% |
| 3 | AMPHENOL CORP NEW CLASS A | 032095101 | 632,231 | $78.2M | 5.46% |
| 4 | UBER TECHNOLOGIES INC | UBER | 655,374 | $64.2M | 4.48% |
| 5 | AECOM | ACM | 486,768 | $63.5M | 4.43% |
| 6 | SERVICENOW INC | NOW | 67,598 | $62.2M | 4.34% |
| 7 | GE AEROSPACE | 369604301 | 196,540 | $59.1M | 4.13% |
| 8 | ARISTA NETWORKS INC | ANET | 387,255 | $56.4M | 3.94% |
| 9 | CHARLES SCHWAB CORP | SCHW-PJ | 589,042 | $56.2M | 3.93% |
| 10 | SPX TECHNOLOGIES INC | SPXC | 282,030 | $52.7M | 3.68% |
| 11 | INTUITIVE SURGICAL INC | ISRG | 117,681 | $52.6M | 3.67% |
| 12 | HUBBELL INC | HUBB | 113,005 | $48.6M | 3.39% |
| 13 | US BANCORP DEL | USB-PS | 993,794 | $48.0M | 3.35% |
| 14 | TYLER TECHNOLOGIES INC | TYL | 89,735 | $46.9M | 3.28% |
| 15 | CADENCE DESIGN SYS INC | CDNS | 132,394 | $46.5M | 3.25% |
| 16 | LINDE PLC F | LIN | 92,062 | $43.7M | 3.05% |
| 17 | TRANE TECHNOLOGIES PLC F | TT | 97,046 | $40.9M | 2.86% |
| 18 | S&P GLOBAL INC | SPGI | 81,939 | $39.9M | 2.78% |
| 19 | GALLAGHER ARTHUR J & CO | 363576109 | 108,253 | $33.5M | 2.34% |
| 20 | BOOKING HLDGS INC | BKNG | 6,192 | $33.4M | 2.33% |
| 21 | SITEONE LANDSCAPE SUPPLY | SITE | 244,216 | $31.5M | 2.20% |
| 22 | SERVICETITAN INC CLASS A | TTAN | 268,392 | $27.1M | 1.89% |
| 23 | GUIDEWIRE SOFTWARE INC | GWRE | 103,328 | $23.8M | 1.66% |
| 24 | DANAHER CORP | 235851102 | 117,431 | $23.3M | 1.63% |
| 25 | CRANE CO | CR | 95,368 | $17.6M | 1.23% |
| 26 | MICROSOFT CORP | MSFT | 27,503 | $14.2M | 0.99% |
| 27 | BROADCOM INC | AVGO | 42,855 | $14.1M | 0.99% |
| 28 | APPLE INC | AAPL | 49,245 | $12.5M | 0.88% |
| 29 | ISHARES 0-3 MONTH TREASURY BON | 46436e718 | 115,276 | $11.6M | 0.81% |
| 30 | JPMORGAN CHASE & CO | VYLD | 34,937 | $11.0M | 0.77% |
| 31 | BLACKROCK INC NEW | BLK | 6,849 | $8.0M | 0.56% |
| 32 | CATERPILLAR INC | CAT | 16,098 | $7.7M | 0.54% |
| 33 | AMERICAN EXPRESS CO | AXP | 22,682 | $7.5M | 0.53% |
| 34 | JOHNSON CONTROLS INT F | JCI | 66,073 | $7.3M | 0.51% |
| 35 | PROCTER & GAMBLE CO | 742718109 | 40,426 | $6.2M | 0.43% |
| 36 | HOME DEPOT INC | HD | 15,027 | $6.1M | 0.42% |
| 37 | WASTE MGMT INC DEL | WM | 27,478 | $6.1M | 0.42% |
| 38 | CME GROUP INC CLASS A | CME | 22,094 | $6.0M | 0.42% |
| 39 | CHEVRON CORP NEW | CVX | 34,791 | $5.4M | 0.38% |
| 40 | MCDONALDS CORP | MCD | 17,527 | $5.3M | 0.37% |
| 41 | GOLDMAN SACHS GROUP INC | GSCE | 6,674 | $5.3M | 0.37% |
| 42 | JOHNSON & JOHNSON | JNJ | 28,017 | $5.2M | 0.36% |
| 43 | QUALCOMM INC | QCOM | 31,226 | $5.2M | 0.36% |
| 44 | UNITEDHEALTH GROUP INC | UNH | 14,527 | $5.0M | 0.35% |
| 45 | THE COCA-COLA CO | KO | 74,169 | $4.9M | 0.34% |
| 46 | VISA INC CLASS A | V | 13,836 | $4.7M | 0.33% |
| 47 | PAYCHEX INC | PAYX | 36,597 | $4.6M | 0.32% |
| 48 | AMAZON.COM INC | AMZN | 20,318 | $4.5M | 0.31% |
| 49 | TEXAS INSTRS INC | 882508104 | 23,876 | $4.4M | 0.31% |
| 50 | MERCK & CO. INC. | MRK | 48,094 | $4.0M | 0.28% |
| 51 | SALESFORCE INC | CRM | 16,712 | $4.0M | 0.28% |
| 52 | VERIZON COMMUNICATIONS I | VZ | 81,058 | $3.6M | 0.25% |
| 53 | ISHARES CORE S&P 500 ETF | 464287200 | 2,726 | $1.8M | 0.13% |
| 54 | VANGUARD S&P 500 ETF | 922908363 | 2,549 | $1.6M | 0.11% |
| 55 | ZIMMER BIOMET HLDGS INC | ZBH | 14,021 | $1.4M | 0.10% |
| 56 | 3M CO | MMM | 8,536 | $1.3M | 0.09% |
| 57 | SYSCO CORP | SYY | 16,074 | $1.3M | 0.09% |
| 58 | EDWARDS LIFESCIENCES COR | EW | 16,572 | $1.3M | 0.09% |
| 59 | ISHARES CORE MSCI EAFE ETF | 46432f842 | 13,105 | $1.1M | 0.08% |
| 60 | GENERAL MILLS INC | 370334104 | 17,039 | $859,106 | 0.06% |
| 61 | BROADSTONE NET LEASE INC REIT | BNL | 45,769 | $817,892 | 0.06% |
| 62 | INTEL CORP | INTC | 23,696 | $795,001 | 0.06% |
| 63 | TESLA INC | TSLA | 1,725 | $767,142 | 0.05% |
| 64 | LABCORP HLDGS INC | LH | 2,400 | $688,944 | 0.05% |
| 65 | DOW INC | DOW | 29,180 | $669,107 | 0.05% |
| 66 | VANGUARD SMALL CAP ETF | 922908751 | 2,612 | $664,179 | 0.05% |
| 67 | BERKSHIRE HATHAWAY CLASS CLASS | BRK-A | 1,318 | $662,611 | 0.05% |
| 68 | COLGATE PALMOLIVE CO | CL | 8,000 | $639,520 | 0.04% |
| 69 | L3HARRIS TECHNOLOGIES IN | LHX | 1,800 | $549,738 | 0.04% |
| 70 | ISHARES CORE S&P MID CAP ETF | 464287507 | 8,157 | $532,335 | 0.04% |
| 71 | EXXON MOBIL CORP | XOM | 4,600 | $518,650 | 0.04% |
| 72 | AUTOMATIC DATA PROCESSIN | ADP | 1,699 | $498,656 | 0.03% |
| 73 | AT&T INC | T-PC | 16,772 | $473,641 | 0.03% |
| 74 | IDEX CORP | 45167r104 | 2,907 | $473,143 | 0.03% |
| 75 | M&T BK CORP | MTB-PK | 2,365 | $467,371 | 0.03% |
| 76 | MONDELEZ INTL INC CLASS A | 609207105 | 6,923 | $432,480 | 0.03% |
| 77 | UNITED RENTALS INC | URI | 452 | $431,506 | 0.03% |
| 78 | ZOETIS INC CLASS A | ZTS | 2,750 | $402,321 | 0.03% |
| 79 | ISHARES TRT IS 5-10 INV GR CR | 464288638 | 6,792 | $367,375 | 0.03% |
| 80 | EXTRA SPACE STORAGE INC REIT | EXR | 2,588 | $364,753 | 0.03% |
| 81 | SPDR GOLD SHARES ETF | GLD | 996 | $354,077 | 0.02% |
| 82 | ADOBE INC | ADBE | 973 | $343,226 | 0.02% |
| 83 | INTUIT | INTU | 497 | $339,406 | 0.02% |
| 84 | VANGUARD LONG-TERM CORPORATE B | 92206c813 | 4,143 | $321,704 | 0.02% |
| 85 | TENCENT HLDGS LTD F UNSPONSORE | XHLD | 3,646 | $310,457 | 0.02% |
| 86 | TRANSMEDICS GROUP INC | TMDX | 2,674 | $300,023 | 0.02% |
| 87 | ALPHABET INC CLASS A | GOOG | 1,213 | $294,880 | 0.02% |
| 88 | LVMH MOET HENNESSY LOU F SPONS | 502441306 | 2,359 | $288,529 | 0.02% |
| 89 | GRACO INC | GGG | 3,256 | $276,630 | 0.02% |
| 90 | VANECK BITCOIN ETF | HODL | 8,416 | $272,426 | 0.02% |
| 91 | ISHARES IBOXX INVT GRADE BOND | 464287242 | 2,417 | $269,388 | 0.02% |
| 92 | DISNEY WALT CO | 254687106 | 2,326 | $266,327 | 0.02% |
| 93 | HONEYWELL INTL INC | 438516106 | 1,248 | $262,704 | 0.02% |
| 94 | LAKE SHORE BANCORP INC M | LSBK | 20,000 | $260,000 | 0.02% |
| 95 | MASTERCARD INC CLASS A | MA | 431 | $245,157 | 0.02% |
| 96 | HONEYWELL INTL INC | 438516106 | 1,042 | $219,341 | 0.02% |
| 97 | AVANTIS US EQUITY ETF | 025072885 | 2,017 | $219,253 | 0.02% |
| 98 | PARKER-HANNIFIN CORP | PH | 287 | $217,589 | 0.02% |
| 99 | BITWISE BITCOIN ETF | BITB | 3,491 | $217,210 | 0.02% |
| 100 | D R HORTON INC | 23331a109 | 1,279 | $216,752 | 0.02% |
| 101 | TRUIST FINL CORP | TFC-PR | 4,737 | $216,576 | 0.02% |
| 102 | PROGRESSIVE CORP OH | 743315103 | 862 | $212,871 | 0.01% |
| 103 | ISHARES RUSSELL 2000 ETF | 464287655 | 877 | $212,277 | 0.01% |
| 104 | IBM CORP | INTR | 730 | $205,977 | 0.01% |
| 105 | GOLDEN MATRIX GROUP INC | NVGLF | 173,006 | $195,497 | 0.01% |
| 106 | GAIN THERAPEUTICS INC | GANX | 15,400 | $27,258 | 0.00% |
| 107 | WEALTH MINERALS LTD F | 946885209 | 17,795 | $1,868 | 0.00% |
| 108 | ENZOLYTICS INC | 294112107 | 100,000 | $30 | 0.00% |