13F HOLDINGS REPORT
Sandhill Capital Partners LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001556245-26-000001
Total Value
$1.40B
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ST STERT SPDR BLMBG 1 3 MN T B | 78468r663 | 990,791 | $90.5M | 6.45% |
| 2 | AMPHENOL CORP NEW CLASS CLASS | 032095101 | 612,842 | $82.8M | 5.90% |
| 3 | PALO ALTO NETWORKS INC | PANW | 400,833 | $73.8M | 5.26% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 114,484 | $64.8M | 4.62% |
| 5 | GE AEROSPACE | 369604301 | 191,560 | $59.0M | 4.20% |
| 6 | CHARLES SCHWAB CORP | SCHW-PJ | 572,960 | $57.2M | 4.08% |
| 7 | SPX TECHNOLOGIES INC | SPXC | 274,503 | $54.9M | 3.91% |
| 8 | UBER TECHNOLOGIES INC | UBER | 637,915 | $52.1M | 3.71% |
| 9 | US BANCORP DEL | USB-PS | 957,291 | $51.1M | 3.64% |
| 10 | SERVICENOW INC | NOW | 327,416 | $50.2M | 3.57% |
| 11 | ARISTA NETWORKS INC | ANET | 376,227 | $49.3M | 3.51% |
| 12 | HUBBELL INC | HUBB | 108,310 | $48.1M | 3.43% |
| 13 | TYLER TECHNOLOGIES INC | TYL | 100,135 | $45.5M | 3.24% |
| 14 | AECOM | ACM | 472,172 | $45.0M | 3.21% |
| 15 | S&P GLOBAL INC | SPGI | 79,918 | $41.8M | 2.97% |
| 16 | GUIDEWIRE SOFTWARE INC | GWRE | 207,529 | $41.7M | 2.97% |
| 17 | CADENCE DESIGN SYS INC | CDNS | 129,137 | $40.4M | 2.88% |
| 18 | LINDE PLC F | LIN | 89,933 | $38.3M | 2.73% |
| 19 | GALLAGHER ARTHUR J & CO | 363576109 | 142,909 | $37.0M | 2.63% |
| 20 | TRANE TECHNOLOGIES PLC F | TT | 94,543 | $36.8M | 2.62% |
| 21 | SERVICETITAN INC CLASS A | TTAN | 343,650 | $36.6M | 2.61% |
| 22 | BOOKING HLDGS INC | BKNG | 6,007 | $32.2M | 2.29% |
| 23 | ISHARES 0-3 MONTH TREASURY BON | 46436e718 | 234,618 | $23.6M | 1.68% |
| 24 | CRANE CO | CR | 93,335 | $17.2M | 1.23% |
| 25 | SITEONE LANDSCAPE SUPPLY | SITE | 126,212 | $15.7M | 1.12% |
| 26 | BROADCOM INC | AVGO | 40,352 | $14.0M | 0.99% |
| 27 | MICROSOFT CORP | MSFT | 27,708 | $13.4M | 0.95% |
| 28 | APPLE INC | AAPL | 49,255 | $13.4M | 0.95% |
| 29 | STATE STREET SPDR S&P 500 TRUS | SPY | 16,910 | $11.5M | 0.82% |
| 30 | JPMORGAN CHASE & CO | VYLD | 33,274 | $10.7M | 0.76% |
| 31 | CATERPILLAR INC | CAT | 15,962 | $9.1M | 0.65% |
| 32 | AMERICAN EXPRESS CO | AXP | 21,811 | $8.1M | 0.57% |
| 33 | JOHNSON CONTROLS INT F | JCI | 65,138 | $7.8M | 0.56% |
| 34 | BLACKROCK INC NEW | BLK | 6,820 | $7.3M | 0.52% |
| 35 | PROCTER & GAMBLE CO | 742718109 | 49,028 | $7.0M | 0.50% |
| 36 | WASTE MGMT INC DEL | WM | 27,575 | $6.1M | 0.43% |
| 37 | CME GROUP INC CLASS CLASS A | CME | 22,004 | $6.0M | 0.43% |
| 38 | GOLDMAN SACHS GROUP INC | GSCE | 6,594 | $5.8M | 0.41% |
| 39 | JOHNSON & JOHNSON | JNJ | 27,797 | $5.8M | 0.41% |
| 40 | MCDONALDS CORP | MCD | 17,681 | $5.4M | 0.38% |
| 41 | QUALCOMM INC | QCOM | 31,061 | $5.3M | 0.38% |
| 42 | CHEVRON CORP NEW | CVX | 34,565 | $5.3M | 0.38% |
| 43 | HOME DEPOT INC | HD | 15,131 | $5.2M | 0.37% |
| 44 | THE COCA-COLA CO | KO | 73,973 | $5.2M | 0.37% |
| 45 | MERCK & CO. INC. | MRK | 47,793 | $5.0M | 0.36% |
| 46 | VISA INC CLASS CLASS A | V | 13,920 | $4.9M | 0.35% |
| 47 | AMAZON.COM INC | AMZN | 20,147 | $4.7M | 0.33% |
| 48 | UNITEDHEALTH GROUP INC | UNH | 12,826 | $4.2M | 0.30% |
| 49 | TEXAS INSTRS INC | 882508104 | 23,739 | $4.1M | 0.29% |
| 50 | PAYCHEX INC | PAYX | 35,613 | $4.0M | 0.28% |
| 51 | SALESFORCE INC | CRM | 14,886 | $3.9M | 0.28% |
| 52 | VERIZON COMMUNICATIONS I | VZ | 76,537 | $3.1M | 0.22% |
| 53 | VANGUARD 0-3 MONTH TREASURY ET | 922040845 | 34,912 | $2.6M | 0.19% |
| 54 | VANGUARD S&P 500 ETF | 922908363 | 4,056 | $2.5M | 0.18% |
| 55 | ISHARES CORE S&P 500 ETF | 464287200 | 2,760 | $1.9M | 0.13% |
| 56 | EDWARDS LIFESCIENCES COR | EW | 16,572 | $1.4M | 0.10% |
| 57 | 3M CO | MMM | 8,536 | $1.4M | 0.10% |
| 58 | ZIMMER BIOMET HLDGS INC | ZBH | 14,021 | $1.3M | 0.09% |
| 59 | ISHARES CORE MSCI EAFE ETF | 46432f842 | 13,313 | $1.2M | 0.08% |
| 60 | SYSCO CORP | SYY | 16,074 | $1.2M | 0.08% |
| 61 | GENERAL MILLS INC | 370334104 | 19,159 | $890,893 | 0.06% |
| 62 | TESLA INC | TSLA | 1,823 | $819,840 | 0.06% |
| 63 | BROADSTONE NET LEASE INC REIT | BNL | 45,769 | $795,008 | 0.06% |
| 64 | INTEL CORP | INTC | 20,696 | $763,682 | 0.05% |
| 65 | VANGUARD SMALL CAP ETF | 922908751 | 2,612 | $673,765 | 0.05% |
| 66 | COLGATE PALMOLIVE CO | CL | 8,000 | $632,160 | 0.05% |
| 67 | BERKSHIRE HATHAWAY CLASS B | BRK-A | 1,224 | $615,244 | 0.04% |
| 68 | LABCORP HLDGS INC | LH | 2,400 | $602,112 | 0.04% |
| 69 | DOW INC | DOW | 24,009 | $561,325 | 0.04% |
| 70 | EXXON MOBIL CORP | XOM | 4,652 | $559,822 | 0.04% |
| 71 | ISHARES CORE S&P MID CAP ETF | 464287507 | 8,235 | $543,522 | 0.04% |
| 72 | L3HARRIS TECHNOLOGIES IN | LHX | 1,800 | $528,426 | 0.04% |
| 73 | DANAHER CORP | 235851102 | 2,263 | $518,046 | 0.04% |
| 74 | IDEX CORP | 45167r104 | 2,907 | $517,272 | 0.04% |
| 75 | BITWISE BITCOIN ETF | BITB | 10,635 | $505,801 | 0.04% |
| 76 | M&T BK CORP | MTB-PK | 2,365 | $476,500 | 0.03% |
| 77 | ALPHABET INC CLASS CLASS A | GOOG | 1,504 | $470,752 | 0.03% |
| 78 | AT&T INC | T-PC | 17,772 | $441,456 | 0.03% |
| 79 | AUTOMATIC DATA PROCESSIN | ADP | 1,699 | $437,034 | 0.03% |
| 80 | ISHARES TRT IS 5-10 INV GR CR | 464288638 | 7,407 | $399,087 | 0.03% |
| 81 | UNITED RENTALS INC | URI | 452 | $365,813 | 0.03% |
| 82 | LVMH MOET HENNESSY LOU F SPONS | 502441306 | 2,359 | $355,761 | 0.03% |
| 83 | AVANTIS US EQUITY ETF | 025072885 | 3,018 | $337,345 | 0.02% |
| 84 | EXTRA SPACE STORAGE INC REIT | EXR | 2,588 | $337,009 | 0.02% |
| 85 | SPDR GOLD SHARES ETF | GLD | 838 | $332,108 | 0.02% |
| 86 | INTUIT | INTU | 497 | $329,223 | 0.02% |
| 87 | MONDELEZ INTL INC CLASS A | 609207105 | 5,923 | $318,835 | 0.02% |
| 88 | ZOETIS INC CLASS CLASS A | ZTS | 2,508 | $315,557 | 0.02% |
| 89 | VANGUARD LONG-TERM CORPORATE B | 92206c813 | 4,143 | $314,247 | 0.02% |
| 90 | LAKE SHORE BANCORP INC M | LSBK | 20,000 | $293,200 | 0.02% |
| 91 | ISHARES IBOXX INVT GRADE BOND | 464287242 | 2,621 | $288,762 | 0.02% |
| 92 | TENCENT HLDGS LTD F UNSPONSORE | XHLD | 3,646 | $279,101 | 0.02% |
| 93 | ADOBE INC | ADBE | 762 | $266,692 | 0.02% |
| 94 | DISNEY WALT CO | 254687106 | 2,343 | $266,563 | 0.02% |
| 95 | ISHARES RUSSELL 2000 ETF | 464287655 | 1,045 | $257,301 | 0.02% |
| 96 | PARKER-HANNIFIN CORP | PH | 287 | $252,262 | 0.02% |
| 97 | HONEYWELL INTL INC | 438516106 | 1,248 | $243,472 | 0.02% |
| 98 | TRUIST FINL CORP | TFC-PR | 4,818 | $237,094 | 0.02% |
| 99 | MASTERCARD INC CLASS CLASS A | MA | 400 | $228,352 | 0.02% |
| 100 | IBM CORP | INTR | 745 | $220,676 | 0.02% |
| 101 | GRACO INC | GGG | 2,547 | $208,778 | 0.01% |
| 102 | VANECK BITCOIN ETF | HODL | 8,416 | $208,128 | 0.01% |
| 103 | TRAVELERS COS INC | TRV | 710 | $206,088 | 0.01% |
| 104 | HONEYWELL INTL INC | 438516106 | 1,042 | $203,284 | 0.01% |
| 105 | GAIN THERAPEUTICS INC | GANX | 15,400 | $49,588 | 0.00% |