Institutional Manager · CIK 0001556245
Sandhill Capital Partners LLC
BUFFALO, NY · File #028-15042
Latest AUM
$1.40B
Positions
105
Top-10 Concentration
46.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025105 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Sep 2025108 pos · $1.43B
- 13F HOLDINGS REPORTQ/E Jun 2025101 pos · $1.39B
- 13F HOLDINGS REPORTQ/E Mar 202594 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Sep 202494 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Jun 202489 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Mar 202491 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Dec 202387 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Sep 202385 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 202383 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Mar 202388 pos · $937.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ST STERT SPDR BLMBG 1 3 MN T B | 78468r663 | 990,791 | $90.5M | 6.63% |
| 2 | AMPHENOL CORP NEW CLASS CLASS | 032095101 | 612,842 | $82.8M | 6.07% |
| 3 | PALO ALTO NETWORKS INC | PANW | 400,833 | $73.8M | 5.41% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 114,484 | $64.8M | 4.75% |
| 5 | GE AEROSPACE | 369604301 | 191,560 | $59.0M | 4.32% |
| 6 | CHARLES SCHWAB CORP | SCHW-PJ | 572,960 | $57.2M | 4.19% |
| 7 | SPX TECHNOLOGIES INC | SPXC | 274,503 | $54.9M | 4.02% |
| 8 | UBER TECHNOLOGIES INC | UBER | 637,915 | $52.1M | 3.82% |
| 9 | US BANCORP DEL | USB-PS | 957,291 | $51.1M | 3.74% |
| 10 | SERVICENOW INC | NOW | 327,416 | $50.2M | 3.67% |
| 11 | ARISTA NETWORKS INC | ANET | 376,227 | $49.3M | 3.61% |
| 12 | HUBBELL INC | HUBB | 108,310 | $48.1M | 3.52% |
| 13 | TYLER TECHNOLOGIES INC | TYL | 100,135 | $45.5M | 3.33% |
| 14 | AECOM | ACM | 472,172 | $45.0M | 3.30% |
| 15 | S&P GLOBAL INC | SPGI | 79,918 | $41.8M | 3.06% |
| 16 | GUIDEWIRE SOFTWARE INC | GWRE | 207,529 | $41.7M | 3.06% |
| 17 | CADENCE DESIGN SYS INC | CDNS | 129,137 | $40.4M | 2.96% |
| 18 | LINDE PLC F | LIN | 89,933 | $38.3M | 2.81% |
| 19 | GALLAGHER ARTHUR J & CO | 363576109 | 142,909 | $37.0M | 2.71% |
| 20 | TRANE TECHNOLOGIES PLC F | TT | 94,543 | $36.8M | 2.70% |