Sandhill Capital Partners LLC
98 holdingsFiling period: 2026-06-30Current AUM: $1.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | State Street Spdr Bloomberg 1- | 1.09M | $100.2M | $100.2M | 8.21% | -162,910 | 2026-06-30 |
| 2 | APH | Amphenol Corp New Class A | 330.3K | $58.2M | $52.4M | 4.29% | -48,432 | 2026-06-30 |
| 3 | GE | GE Aerospace | 141.7K | $53.0M | $42.5M | 3.48% | -13,445 | 2026-06-30 |
| 4 | TXN | Texas Instrs Inc | 172.0K | $51.3M | $47.8M | 3.91% | -13,549 | 2026-06-30 |
| 5 | SYK | Stryker Corp | 157.3K | $49.5M | $47.9M | 3.92% | +46.3K | 2026-06-30 |
| 6 | PANW | Palo Alto Networks Inc | 141.3K | $48.2M | $48.1M | 3.94% | -123,133 | 2026-06-30 |
| 7 | SCHW | Charles Schwab Corp | 474.7K | $43.8M | $43.1M | 3.53% | -42,419 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 114.0K | $42.5M | $60.7M | 4.97% | -7,757 | 2026-06-30 |
| 9 | — | Servicenow Inc | 418.8K | $41.6M | $41.6M | 3.41% | -125,805 | 2026-06-30 |
| 10 | FSS | Federal Signal Corp | 317.4K | $40.8M | $36.4M | 2.98% | -- | 2026-06-30 |
| 11 | CR | Crane Co | 182.7K | $40.8M | $36.8M | 3.01% | -28,317 | 2026-06-30 |
| 12 | — | Spx Technologies Inc | 162.4K | $39.8M | $39.8M | 3.26% | -14,837 | 2026-06-30 |
| 13 | — | Linde PLC F | 76.6K | $39.7M | $39.7M | 3.26% | -6,142 | 2026-06-30 |
| 14 | — | Forgent Pwr Solution Class A | 709.9K | $39.7M | $39.7M | 3.25% | -- | 2026-06-30 |
| 15 | — | Guidewire Software Inc | 317.7K | $39.1M | $39.1M | 3.20% | +75.6K | 2026-06-30 |
| 16 | — | Trane Technologies PLC F | 78.5K | $38.6M | $38.6M | 3.16% | -7,422 | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 161.7K | $38.5M | $42.5M | 3.48% | -10,163 | 2026-06-30 |
| 18 | ANET | Arista Networks Inc | 225.2K | $38.3M | $40.8M | 3.34% | -46,994 | 2026-06-30 |
| 19 | — | Broadcom Inc | 101.0K | $38.2M | $38.2M | 3.13% | -11,136 | 2026-06-30 |
| 20 | — | Uber Technologies Inc | 526.9K | $38.0M | $38.0M | 3.12% | -48,011 | 2026-06-30 |
| 21 | — | Intuitive Surgical Inc | 80.8K | $32.1M | $32.1M | 2.63% | +1.1K | 2026-06-30 |
| 22 | BMI | Badger Meter Inc | 201.6K | $29.9M | $26.0M | 2.13% | -- | 2026-06-30 |
| 23 | — | Aecom | 414.7K | $28.9M | $28.9M | 2.37% | -170,789 | 2026-06-30 |
| 24 | CAT | Caterpillar Inc | 13.6K | $14.5M | $9.9M | 0.81% | -609 | 2026-06-30 |
| 25 | — | iShares 0-3 Month Treasury Bon | 135.6K | $13.6M | $13.6M | 1.12% | +4.9K | 2026-06-30 |
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