Funds › Sandhill Capital Partners LLC
Sandhill Capital Partners LLC
13F for Q3 2026, filed Nov 12, 2026. 99 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$1.1B
−$99.4M (8.1%) vs Q2 2026
Positions
99
98 in Q2 2026
Top 10 share
45.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust St Str Blo 1 Etf | 1.38M | $126.5M | 11.2% | +26.3% | 13F ↗ |
| 2 | APH Amphenol Corporation | 601,226 | $50.7M | 4.5% | -9.0% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 94,489 | $48.5M | 4.3% | -17.1% | 13F ↗ |
| 4 | TXN Texas Instruments Incorporated | 157,223 | $44.0M | 3.9% | -8.6% | 13F ↗ |
| 5 | SCHW Charles Schwab Corporation | 427,412 | $41.8M | 3.7% | -10.0% | 13F ↗ |
| 6 | NOW ServiceNow, Inc. | 307,734 | $41.2M | 3.6% | -26.5% | 13F ↗ |
| 7 | SYK Stryker Corporation | 145,949 | $40.2M | 3.6% | -7.2% | 13F ↗ |
| 8 | GE GE Aerospace | 128,039 | $40.0M | 3.5% | -9.6% | 13F ↗ |
| 9 | ISRG Intuitive Surgical, Inc. | 95,780 | $38.9M | 3.4% | +18.5% | 13F ↗ |
| 10 | ANET Arista Networks, Inc. | 190,537 | $38.8M | 3.4% | -15.4% | 13F ↗ |
| 11 | FSS Federal Signal Corporation | 341,274 | $37.8M | 3.3% | +7.5% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 147,912 | $36.9M | 3.3% | -8.5% | 13F ↗ |
| 13 | PANW Palo Alto Networks, Inc. | 88,293 | $35.1M | 3.1% | -37.5% | 13F ↗ |
| 14 | CR Crane Company | 165,738 | $33.8M | 3.0% | -9.3% | 13F ↗ |
| 15 | LIN Linde plc | 70,067 | $33.3M | 2.9% | -8.5% | 13F ↗ |
| 16 | AVGO Broadcom Inc. | 94,055 | $33.0M | 2.9% | -6.9% | 13F ↗ |
| 17 | TT Trane Technologies plc | 70,772 | $32.0M | 2.8% | -9.9% | 13F ↗ |
| 18 | FPS Forgent Power Solutions, Inc. | 829,273 | $31.0M | 2.7% | +16.8% | 13F ↗ |
| 19 | BMI Badger Meter, Inc. | 243,399 | $30.1M | 2.7% | +20.7% | 13F ↗ |
| 20 | SPXC SPX Technologies, Inc. | 177,226 | $30.1M | 2.7% | +9.1% | 13F ↗ |
| 21 | GWRE Guidewire Software, Inc. | 191,111 | $27.2M | 2.4% | -39.8% | 13F ↗ |
| 22 | UBER Uber Technologies, Inc. | 391,279 | $26.8M | 2.4% | -25.7% | 13F ↗ |
| 23 | AAPL Apple Inc. | 43,773 | $14.6M | 1.3% | -5.1% | 13F ↗ |
| 24 | iShares Tr Core S&P500 Etf | 18,848 | $14.4M | 1.3% | +22.3% | 13F ↗ |
| 25 | BKR Baker Hughes Company | 231,595 | $12.7M | 1.1% | New | 13F ↗ |
| 26 | iShares Tr 0-3 Mth Treasury | 116,818 | $11.8M | 1.0% | -13.8% | 13F ↗ |
| 27 | CAT Caterpillar, Inc. | 12,884 | $10.4M | 0.9% | -5.6% | 13F ↗ |
| 28 | JPM JPMorgan Chase & Co. | 28,319 | $9.4M | 0.8% | -5.0% | 13F ↗ |
| 29 | JCI Johnson Controls International plc | 57,950 | $8.6M | 0.8% | -1.8% | 13F ↗ |
| 30 | USB U.S. Bancorp | 121,033 | $7.0M | 0.6% | -3.3% | 13F ↗ |
| 31 | Putnam ETF Trust Focused Lar Cap | 125,517 | $6.6M | 0.6% | +21.5% | 13F ↗ |
| 32 | V Visa Inc. | 17,924 | $6.4M | 0.6% | -4.4% | 13F ↗ |
| 33 | JNJ Johnson & Johnson | 24,244 | $6.4M | 0.6% | -5.5% | 13F ↗ |
| 34 | CVX Chevron Corporation | 30,676 | $6.3M | 0.6% | -6.0% | 13F ↗ |
| 35 | PG Procter & Gamble Company | 42,246 | $6.1M | 0.5% | -3.5% | 13F ↗ |
| 36 | BLK BlackRock, Inc. | 5,748 | $6.1M | 0.5% | -4.6% | 13F ↗ |
| 37 | MRK Merck & Company, Inc. | 41,850 | $6.1M | 0.5% | -5.0% | 13F ↗ |
| 38 | AXP American Express Company | 19,752 | $6.0M | 0.5% | -6.1% | 13F ↗ |
| 39 | GS Goldman Sachs Group, Inc. | 6,534 | $5.9M | 0.5% | -3.3% | 13F ↗ |
| 40 | Fidelity Covington Trust Etf | 97,900 | $5.8M | 0.5% | +27.5% | 13F ↗ |
| 41 | KO Coca-Cola Company | 64,659 | $5.6M | 0.5% | -5.0% | 13F ↗ |
| 42 | MCD McDonald's Corporation | 23,893 | $5.5M | 0.5% | +42.6% | 13F ↗ |
| 43 | Vanguard International Equity Index F Allwrld Ex Us | 61,318 | $5.1M | 0.4% | +21.8% | 13F ↗ |
| 44 | CME CME Group Inc. | 19,139 | $5.0M | 0.4% | -4.2% | 13F ↗ |
| 45 | WM Waste Management, Inc. | 23,425 | $4.8M | 0.4% | -8.6% | 13F ↗ |
| 46 | QCOM QUALCOMM Incorporated | 25,734 | $4.7M | 0.4% | -5.7% | 13F ↗ |
| 47 | iShares Tr S&P 500 Grwt Etf | 27,899 | $4.0M | 0.4% | +27.2% | 13F ↗ |
| 48 | UNH UnitedHealth Group Incorporated | 10,784 | $4.0M | 0.4% | -4.2% | 13F ↗ |
| 49 | Vanguard Index Fds S&P 500 Etf Shs | 5,439 | $3.8M | 0.3% | +9.5% | 13F ↗ |
| 50 | HD Home Depot, Inc. | 13,094 | $3.7M | 0.3% | -2.6% | 13F ↗ |
Showing the top 50 of 99 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
8 new, 23 added to, 49 trimmed, 7 exited, 19 unchanged. By estimated dollars.
New positions (8)
| BKR Baker Hughes Company | 231,595 | New | $12.7M |
| Spdr Series Trust St Str P500ETF | 2,803 | New | $251.6K |
| CRL Charles River Laboratories International, Inc. | 808 | New | $238.4K |
| HUBB Hubbell Inc | 512 | New | $232.2K |
| Vanguard Scottsdale Fds INT-TERM Corp | 2,852 | New | $223.4K |
| HODL VanEck Bitcoin Trust · Sh Ben Int | 9,127 | New | $215.6K |
| GRAL GRAIL, Inc. | 1,512 | New | $211.9K |
| MSBT Morgan Stanley Bitcoin Trust · Units | 8,546 | New | $204.6K |
Added to (23)
| Spdr Series Trust St Str Blo 1 Etf | 1.38M | +26.3% | $26.3M |
| ISRG Intuitive Surgical, Inc. | 95,780 | +18.5% | $6.1M |
| BMI Badger Meter, Inc. | 243,399 | +20.7% | $5.2M |
| FPS Forgent Power Solutions, Inc. | 829,273 | +16.8% | $4.5M |
| FSS Federal Signal Corporation | 341,274 | +7.5% | $2.6M |
| iShares Tr Core S&P500 Etf | 18,848 | +22.3% | $2.6M |
| SPXC SPX Technologies, Inc. | 177,226 | +9.1% | $2.5M |
| MCD McDonald's Corporation | 23,893 | +42.6% | $1.6M |
| Fidelity Covington Trust Etf | 97,900 | +27.5% | $1.2M |
| Putnam ETF Trust Focused Lar Cap | 125,517 | +21.5% | $1.2M |
Trimmed (49)
| PANW Palo Alto Networks, Inc. | 88,293 | -37.5% | -$21.1M |
| GWRE Guidewire Software, Inc. | 191,111 | -39.8% | -$18.0M |
| NOW ServiceNow, Inc. | 307,734 | -26.5% | -$14.9M |
| MSFT Microsoft Corporation | 94,489 | -17.1% | -$10.0M |
| UBER Uber Technologies, Inc. | 391,279 | -25.7% | -$9.3M |
| ANET Arista Networks, Inc. | 190,537 | -15.4% | -$7.1M |
| APH Amphenol Corporation | 601,226 | -9.0% | -$5.0M |
| SCHW Charles Schwab Corporation | 427,412 | -10.0% | -$4.6M |
| GE GE Aerospace | 128,039 | -9.6% | -$4.3M |
| TXN Texas Instruments Incorporated | 157,223 | -8.6% | -$4.1M |
Exited (7)
| ACM Aecom | 414,675 | Exited | -$28.9M |
| T AT&T Inc. | 16,320 | Exited | -$337.8K |
| TRV The Travelers Companies, Inc. | 700 | Exited | -$231.1K |
| HONA Honeywell Aerospace Inc. | 978 | Exited | -$216.2K |
| IBM International Business Machines Corporation | 753 | Exited | -$211.8K |
| DHI D.R. Horton, Inc. | 1,279 | Exited | -$208.3K |
| Tencent Holdings Ltd-Uns ADR | 3,646 | Exited | -$201.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 99 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 98 | $1.2B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 95 | $1.2B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 104 | $1.4B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 107 | $1.4B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 101 | $1.4B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 93 | $1.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer