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 | 8.20% | -162,910 | 2026-06-30 |
| 2 | APH | AMPHENOL CORP NEW CLASS A | 330.3K | $58.2M | $51.3M | 4.20% | -48,432 | 2026-06-30 |
| 3 | GE | GE AEROSPACE | 141.7K | $53.0M | $43.5M | 3.56% | -13,445 | 2026-06-30 |
| 4 | TXN | TEXAS INSTRS INC | 172.0K | $51.3M | $45.3M | 3.71% | -13,549 | 2026-06-30 |
| 5 | SYK | STRYKER CORP | 157.3K | $49.5M | $44.3M | 3.63% | +46.3K | 2026-06-30 |
| 6 | PANW | PALO ALTO NETWORKS INC | 141.3K | $48.2M | $53.0M | 4.34% | -123,133 | 2026-06-30 |
| 7 | SCHW | CHARLES SCHWAB CORP | 474.7K | $43.8M | $51.2M | 4.19% | -42,419 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 114.0K | $42.5M | $56.7M | 4.64% | -7,757 | 2026-06-30 |
| 9 | — | SERVICENOW INC | 418.8K | $41.6M | $41.6M | 3.40% | -125,805 | 2026-06-30 |
| 10 | FSS | FEDERAL SIGNAL CORP | 317.4K | $40.8M | $35.9M | 2.94% | -- | 2026-06-30 |
| 11 | CR | CRANE CO | 182.7K | $40.8M | $35.7M | 2.92% | -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 | 3.25% | -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 | $40.2M | 3.29% | -10,163 | 2026-06-30 |
| 18 | ANET | ARISTA NETWORKS INC | 225.2K | $38.3M | $43.4M | 3.56% | -46,994 | 2026-06-30 |
| 19 | — | BROADCOM INC | 101.0K | $38.2M | $38.2M | 3.12% | -11,136 | 2026-06-30 |
| 20 | — | UBER TECHNOLOGIES INC | 526.9K | $38.0M | $38.0M | 3.11% | -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 | $25.4M | 2.08% | -- | 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 | $10.7M | 0.87% | -609 | 2026-06-30 |
| 25 | — | ISHARES 0-3 MONTH TREASURY BON | 135.6K | $13.6M | $13.6M | 1.12% | +4.9K | 2026-06-30 |
← Scroll →
Page 1 of 4