The Analysis of Sandhill Capital Partners LLC's Holdings

Currently, Sandhill Capital Partners LLC holds 104 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in N/A (+259.8K shares, valued at $39.8M), N/A (+104.2K shares, valued at $20.9M), N/A (+119.3K shares, valued at $12.0M); decreased their positions in DHR (-115.2K shares, valued at $26.4M), N/A (-118.0K shares, valued at $14.7M), APH (-19.4K shares, valued at $2.6M); initiated new positions in N/A (+16.9K shares, valued at $11.5M), VBIL (+34.9K shares, valued at $2.6M), N/A (+710 shares, valued at $206.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ST STERT SPDR BLMBG 1 3 MN T B ST STERT SPDR BLMBG 1 3 MN T B990.8K shares6.54%2025-12-312026-02-12

APH AMPHENOL CORP NEW CLASS CLASS612.8K shares-3.07%2025-12-312026-02-12

PANW PALO ALTO NETWORKS INC400.8K shares-3.31%2025-12-312026-02-12

INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC114.5K shares-2.72%2025-12-312026-02-12

GE AEROSPACE GE AEROSPACE191.6K shares-2.53%2025-12-312026-02-12

SCHW CHARLES SCHWAB CORP573.0K shares-2.73%2025-12-312026-02-12

SPX TECHNOLOGIES INC SPX TECHNOLOGIES INC274.5K shares-2.67%2025-12-312026-02-12

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC637.9K shares-2.66%2025-12-312026-02-12

Sponsored

USB US BANCORP DEL957.3K shares-3.67%2025-12-312026-02-12

SERVICENOW INC SERVICENOW INC327.4K shares384.36%2025-12-312026-02-12

ARISTA NETWORKS INC ARISTA NETWORKS INC376.2K shares-2.85%2025-12-312026-02-12

HUBBELL INC HUBBELL INC108.3K shares-4.15%2025-12-312026-02-12

TYL TYLER TECHNOLOGIES INC100.1K shares11.59%2025-12-312026-02-12

AECOM AECOM472.2K shares-3.00%2025-12-312026-02-12

S&P GLOBAL INC S&P GLOBAL INC79.9K shares-2.47%2025-12-312026-02-12

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC207.5K shares100.84%2025-12-312026-02-12

Sponsored

CDNS CADENCE DESIGN SYS INC129.1K shares-2.46%2025-12-312026-02-12

LINDE PLC F LINDE PLC F89.9K shares-2.31%2025-12-312026-02-12

AJG GALLAGHER ARTHUR J & CO142.9K shares32.01%2025-12-312026-02-12

TRANE TECHNOLOGIES PLC F TRANE TECHNOLOGIES PLC F94.5K shares-2.58%2025-12-312026-02-12

SERVICETITAN INC CLASS A SERVICETITAN INC CLASS A343.6K shares28.04%2025-12-312026-02-12

BOOKING HLDGS INC BOOKING HLDGS INC6.0K shares-2.99%2025-12-312026-02-12

ISHARES 0-3 MONTH TREASURY BON ISHARES 0-3 MONTH TREASURY BON234.6K shares103.53%2025-12-312026-02-12

CR CRANE CO93.3K shares-2.13%2025-12-312026-02-12

Sponsored

SITEONE LANDSCAPE SUPPLY SITEONE LANDSCAPE SUPPLY126.2K shares-48.32%2025-12-312026-02-12

BROADCOM INC BROADCOM INC40.4K shares-5.84%2025-12-312026-02-12

MSFT MICROSOFT CORP27.7K shares0.75%2025-12-312026-02-12

AAPL APPLE INC49.3K shares0.02%2025-12-312026-02-12

STATE STREET SPDR S&P 500 TRUS STATE STREET SPDR S&P 500 TRUS16.9K sharesnew addition2025-12-312026-02-12

JPMORGAN CHASE & CO JPMORGAN CHASE & CO33.3K shares-4.76%2025-12-312026-02-12

CAT CATERPILLAR INC16.0K shares-0.84%2025-12-312026-02-12

AXP AMERICAN EXPRESS CO21.8K shares-3.84%2025-12-312026-02-12

Sponsored

JOHNSON CONTROLS INT F JOHNSON CONTROLS INT F65.1K shares-1.42%2025-12-312026-02-12

BLACKROCK INC NEW BLACKROCK INC NEW6.8K shares-0.42%2025-12-312026-02-12

PG PROCTER & GAMBLE CO49.0K shares21.28%2025-12-312026-02-12

WASTE MGMT INC DEL WASTE MGMT INC DEL27.6K shares0.35%2025-12-312026-02-12

CME GROUP INC CLASS CLASS A CME GROUP INC CLASS CLASS A22.0K shares-0.41%2025-12-312026-02-12

GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC6.6K shares-1.20%2025-12-312026-02-12

JNJ JOHNSON & JOHNSON27.8K shares-0.79%2025-12-312026-02-12

MCD MCDONALDS CORP17.7K shares0.88%2025-12-312026-02-12

Sponsored

QCOM QUALCOMM INC31.1K shares-0.53%2025-12-312026-02-12

CVX CHEVRON CORP NEW34.6K shares-0.65%2025-12-312026-02-12

HD HOME DEPOT INC15.1K shares0.69%2025-12-312026-02-12

KO THE COCA-COLA CO74.0K shares-0.26%2025-12-312026-02-12

MERCK & CO. INC. MERCK & CO. INC.47.8K shares-0.63%2025-12-312026-02-12

VISA INC CLASS CLASS A VISA INC CLASS CLASS A13.9K shares0.61%2025-12-312026-02-12

AMZN AMAZON.COM INC20.1K shares-0.84%2025-12-312026-02-12

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC12.8K shares-11.71%2025-12-312026-02-12

Sponsored

TXN TEXAS INSTRS INC23.7K shares-0.57%2025-12-312026-02-12

PAYX PAYCHEX INC35.6K shares-2.69%2025-12-312026-02-12

SALESFORCE INC SALESFORCE INC14.9K shares-10.93%2025-12-312026-02-12

VERIZON COMMUNICATIONS I VERIZON COMMUNICATIONS I76.5K shares-5.58%2025-12-312026-02-12

VBIL VANGUARD 0-3 MONTH TREASURY ET34.9K sharesnew addition2025-12-312026-02-12

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF4.1K shares59.12%2025-12-312026-02-12

IVV ISHARES CORE S&P 500 ETF2.8K shares1.25%2025-12-312026-02-12

EDWARDS LIFESCIENCES COR EDWARDS LIFESCIENCES COR16.6K shares0.00%2025-12-312026-02-12

Sponsored

3M CO 3M CO8.5K shares0.00%2025-12-312026-02-12

ZIMMER BIOMET HLDGS INC ZIMMER BIOMET HLDGS INC14.0K shares0.00%2025-12-312026-02-12

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF13.3K shares1.59%2025-12-312026-02-12

SYY SYSCO CORP16.1K shares0.00%2025-12-312026-02-12

GIS GENERAL MILLS INC19.2K shares12.44%2025-12-312026-02-12

TESLA INC TESLA INC1.8K shares5.68%2025-12-312026-02-12

BROADSTONE NET LEASE INC REIT BROADSTONE NET LEASE INC REIT45.8K shares0.00%2025-12-312026-02-12

INTC INTEL CORP20.7K shares-12.66%2025-12-312026-02-12

Sponsored

VB VANGUARD SMALL CAP ETF2.6K shares0.00%2025-12-312026-02-12

CL COLGATE PALMOLIVE CO8.0K shares0.00%2025-12-312026-02-12

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B1.2K shares-7.13%2025-12-312026-02-12

LH LABCORP HLDGS INC2.4K shares0.00%2025-12-312026-02-12

DOW DOW INC24.0K shares-17.72%2025-12-312026-02-12

EXXON MOBIL CORP EXXON MOBIL CORP4.7K shares1.13%2025-12-312026-02-12

IJH ISHARES CORE S&P MID CAP ETF8.2K shares0.96%2025-12-312026-02-12

LHX L3HARRIS TECHNOLOGIES IN1.8K shares0.00%2025-12-312026-02-12

Sponsored

DHR DANAHER CORP2.3K shares-98.07%2025-12-312026-02-12

IDEX CORP IDEX CORP2.9K shares0.00%2025-12-312026-02-12

BITWISE BITCOIN ETF BITWISE BITCOIN ETF10.6K shares204.64%2025-12-312026-02-12

M&T BK CORP M&T BK CORP2.4K shares0.00%2025-12-312026-02-12

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A1.5K shares23.99%2025-12-312026-02-12

HON HONEYWELL INTL INC2.3K shares0.00%2025-12-312026-02-12

AT&T INC AT&T INC17.8K shares5.96%2025-12-312026-02-12

ADP AUTOMATIC DATA PROCESSIN1.7K shares0.00%2025-12-312026-02-12

Sponsored

IGIB ISHARES TRT IS 5-10 INV GR CR7.4K shares9.05%2025-12-312026-02-12

URI UNITED RENTALS INC452 shares0.00%2025-12-312026-02-12

LVMUY LVMH MOET HENNESSY LOU F SPONS2.4K shares0.00%2025-12-312026-02-12

AVUS AVANTIS US EQUITY ETF3.0K shares49.63%2025-12-312026-02-12

EXTRA SPACE STORAGE INC REIT EXTRA SPACE STORAGE INC REIT2.6K shares0.00%2025-12-312026-02-12

SPDR GOLD SHARES ETF SPDR GOLD SHARES ETF838 shares-15.86%2025-12-312026-02-12

INTU INTUIT497 shares0.00%2025-12-312026-02-12

MDLZ MONDELEZ INTL INC CLASS A5.9K shares-14.44%2025-12-312026-02-12

Sponsored

ZOETIS INC CLASS CLASS A ZOETIS INC CLASS CLASS A2.5K shares-8.80%2025-12-312026-02-12

VANGUARD LONG-TERM CORPORATE B VANGUARD LONG-TERM CORPORATE B4.1K shares0.00%2025-12-312026-02-12

LSBK LAKE SHORE BANCORP INC M20.0K shares0.00%2025-12-312026-02-12

LQD ISHARES IBOXX INVT GRADE BOND2.6K shares8.44%2025-12-312026-02-12

TENCENT HLDGS LTD F UNSPONSORE TENCENT HLDGS LTD F UNSPONSORE3.6K shares0.00%2025-12-312026-02-12

ADOBE INC ADOBE INC762 shares-21.69%2025-12-312026-02-12

DIS DISNEY WALT CO2.3K shares0.73%2025-12-312026-02-12

IWM ISHARES RUSSELL 2000 ETF1.0K shares19.16%2025-12-312026-02-12

Sponsored

PH PARKER-HANNIFIN CORP287 shares0.00%2025-12-312026-02-12

TRUIST FINL CORP TRUIST FINL CORP4.8K shares1.71%2025-12-312026-02-12

MASTERCARD INC CLASS CLASS A MASTERCARD INC CLASS CLASS A400 shares-7.19%2025-12-312026-02-12

IBM IBM CORP745 shares2.05%2025-12-312026-02-12

GGG GRACO INC2.5K shares-21.78%2025-12-312026-02-12

VANECK BITCOIN ETF VANECK BITCOIN ETF8.4K shares0.00%2025-12-312026-02-12

TRAVELERS COS INC TRAVELERS COS INC710 sharesnew addition2025-12-312026-02-12

GAIN THERAPEUTICS INC GAIN THERAPEUTICS INC15.4K shares0.00%2025-12-312026-02-12

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available