Sandhill Capital Partners LLC
CIK: 0001556245SEC EDGAR →
Portfolio Value
$1.4B
Holdings
104
As of
Q4 2025
New Positions
9
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — ST STERT SPDR BLMBG 1 3 MN T B | 990,791 | $90.0M | 6.41% |
| 2 | AMPHENOL CORP NEW CLASS CLASS | 612,842 | $82.0M | 5.84% |
| 3 | PALO ALTO NETWORKS INC | 400,833 | $73.0M | 5.20% |
| 4 | INTUITIVE SURGICAL INC | 114,484 | $64.0M | 4.56% |
| 5 | GE AEROSPACE | 191,560 | $59.0M | 4.21% |
| 6 | CHARLES SCHWAB CORP | 572,960 | $57.0M | 4.06% |
| 7 | SPX TECHNOLOGIES INC | 274,503 | $54.0M | 3.85% |
| 8 | UBER TECHNOLOGIES INC | 637,915 | $52.0M | 3.71% |
| 9 | US BANCORP DEL | 957,291 | $51.0M | 3.64% |
| 10 | SERVICENOW INC | 327,416 | $50.0M | 3.56% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 20 | $519.0M | 38.2% |
| Industrials | 17 | $294.0M | 21.6% |
| Financial Services | 26 | $254.0M | 18.7% |
| Unknown | 11 | $107.0M | 7.9% |
| Healthcare | 10 | $80.0M | 5.9% |
| Consumer Cyclical | 5 | $46.0M | 3.4% |
| Basic Materials | 2 | $38.0M | 2.8% |
| Consumer Defensive | 6 | $13.0M | 1.0% |
| Energy | 2 | $5.0M | 0.4% |
| Communication Services | 3 | $3.0M | 0.2% |
| Real Estate | 2 | $0 | 0.0% |