Sandhill Capital Partners LLC
95 holdingsFiling period: 2026-03-31Current AUM: $1.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | STATE STREET SPDR BLOOMBERG 1- | 1.26M | $115.1M | $115.1M | 8.75% | +265.5K | 2026-03-31 |
| 2 | — | SERVICENOW INC | 544.6K | $56.9M | $56.9M | 4.33% | +217.2K | 2026-03-31 |
| 3 | — | AECOM | 585.5K | $49.7M | $49.7M | 3.77% | +113.3K | 2026-03-31 |
| 4 | SCHW | CHARLES SCHWAB CORP | 517.1K | $48.6M | $54.4M | 4.14% | -55,836 | 2026-03-31 |
| 5 | APH | AMPHENOL CORP NEW CLASS CLASS | 378.7K | $47.9M | $60.9M | 4.63% | -234,112 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 121.8K | $45.1M | $56.6M | 4.30% | +94.1K | 2026-03-31 |
| 7 | GE | GE AEROSPACE | 155.1K | $44.0M | $55.9M | 4.24% | -36,427 | 2026-03-31 |
| 8 | PANW | PALO ALTO NETWORKS INC | 264.5K | $42.4M | $87.8M | 6.67% | -136,364 | 2026-03-31 |
| 9 | — | UBER TECHNOLOGIES INC | 574.9K | $41.4M | $41.4M | 3.14% | -62,971 | 2026-03-31 |
| 10 | — | LINDE PLC F | 82.7K | $41.0M | $41.0M | 3.12% | -7,210 | 2026-03-31 |
| 11 | AJG | GALLAGHER ARTHUR J & CO | 172.0K | $37.3M | $42.9M | 3.26% | +29.1K | 2026-03-31 |
| 12 | — | INTUITIVE SURGICAL INC | 79.7K | $36.7M | $36.7M | 2.79% | -34,793 | 2026-03-31 |
| 13 | SYK | STRYKER CORP | 111.0K | $36.5M | $36.2M | 2.75% | -- | 2026-03-31 |
| 14 | — | GUIDEWIRE SOFTWARE INC | 242.0K | $36.2M | $36.2M | 2.75% | +34.5K | 2026-03-31 |
| 15 | CR | CRANE CO | 211.0K | $36.1M | $45.0M | 3.42% | +117.7K | 2026-03-31 |
| 16 | TXN | TEXAS INSTRS INC | 185.5K | $36.0M | $51.2M | 3.89% | +161.8K | 2026-03-31 |
| 17 | — | TRANE TECHNOLOGIES PLC F | 86.0K | $35.8M | $35.8M | 2.72% | -8,577 | 2026-03-31 |
| 18 | AMZN | AMAZON.COM INC | 171.8K | $35.8M | $46.7M | 3.55% | +151.7K | 2026-03-31 |
| 19 | — | SPX TECHNOLOGIES INC | 177.2K | $35.4M | $35.4M | 2.69% | -97,288 | 2026-03-31 |
| 20 | — | BROADCOM INC | 112.2K | $34.7M | $34.7M | 2.64% | +71.8K | 2026-03-31 |
| 21 | ANET | ARISTA NETWORKS INC | 272.2K | $33.4M | $49.1M | 3.73% | -103,995 | 2026-03-31 |
| 22 | — | S&P GLOBAL INC | 72.2K | $30.7M | $30.7M | 2.33% | -7,724 | 2026-03-31 |
| 23 | — | BOOKING HLDGS INC | 5.5K | $23.2M | $23.2M | 1.76% | -495 | 2026-03-31 |
| 24 | — | ISHARES 0-3 MONTH TREASURY BON | 130.7K | $13.2M | $13.2M | 1.00% | -103,921 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 45.7K | $11.6M | $14.1M | 1.07% | -3,578 | 2026-03-31 |
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