Sandhill Capital Partners LLC 13F Holdings

CIK 0001556245 · BUFFALO, NY

As of Sep 30, 2025, Sandhill Capital Partners LLC reported 107 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR SER TR SPDR BLOOMBERGBIL—929,940$85.3M5.96%
PALO ALTO NETWORKS INCPANWTechnology414,545$84.4M5.89%
AMPHENOL CORP-CL AAPHTechnology632,231$78.2M5.46%
UBER TECHNOLOGIES INCUBERTechnology655,374$64.2M4.48%
AECOM TECHACMIndustrials486,768$63.5M4.43%
SERVICENOW INC COMNOWTechnology67,598$62.2M4.34%
GE AEROSPACEGEIndustrials196,540$59.1M4.13%
ARISTA NETWORKS INCANETTechnology387,255$56.4M3.94%
SCHWAB CHARLES CORPSCHWEquity589,042$56.2M3.93%
SPX TECHNOLOGIES INC REGSHSSPXCIndustrials282,030$52.7M3.68%
INTUITIVE SURGICAL INC COM NEWISRGHealthcare117,681$52.6M3.67%
HUBBELL INCHUBBIndustrials113,005$48.6M3.39%
US BANCORPUSBFinancial Services993,794$48.0M3.35%
TYLER TECHNOLOGIES INCTYLTechnology89,735$46.9M3.28%
CADENCE DESIGN SYSTEMS INCCDNSTechnology132,394$46.5M3.25%
LINDE PLCLINBasic Materials92,062$43.7M3.05%
Trane Technologies PLC——97,046$40.9M2.86%
S&P GLOBAL INCSPGIFinancial Services81,939$39.9M2.78%
ARTHUR J GALLAGHER & COAJGFinancial Services108,253$33.5M2.34%
BOOKING HOLDINGS INCBKNGIndustrials6,192$33.4M2.33%
SITEONE LANDSCAPE SUPPLY INCSITEIndustrials244,216$31.5M2.20%
SERVICETITAN INC CL ATTANTechnology268,392$27.1M1.89%
GUIDEWIRE SOFTWARE INCGWRETechnology103,328$23.8M1.66%
DANAHER CORPDHRHealthcare117,431$23.3M1.63%
CRANE COCRIndustrials95,368 7.6M1.23%