Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Street SPDR Bloomberg 1-COM | COM | $100M | 8.1% |
| Amphenol Corp. New Class ACOM | COM | $58.2M | 4.7% |
| GE AerospaceCOM | COM | $53M | 4.3% |
| Texas Instrs Inc.COM | COM | $51.3M | 4.2% |
| Stryker Corp.COM | COM | $49.5M | 4.0% |
| Palo Alto Networks Inc.COM | COM | $48.2M | 3.9% |
| Charles Schwab Corp.COM | COM | $43.8M | 3.6% |
| Microsoft Corp.COM | COM | $42.5M | 3.5% |
| Servicenow Inc.COM | COM | $41.6M | 3.4% |
| Federal Signal Corp.COM | COM | $40.8M | 3.3% |
| Crane COCOM | COM | $40.8M | 3.3% |
| Spx Technologies Inc.COM | COM | $39.8M | 3.2% |
| Linde PLC FCOM | COM | $39.7M | 3.2% |
| Forgent Pwr Solution Class ACOM | COM | $39.7M | 3.2% |
| Guidewire Software Inc.COM | COM | $39.1M | 3.2% |
| Trane Technologies PLC FCOM | COM | $38.6M | 3.1% |
| Amazon.com Inc.COM | COM | $38.5M | 3.1% |
| Arista Networks Inc.COM | COM | $38.3M | 3.1% |
| Broadcom Inc.COM | COM | $38.2M | 3.1% |
| Uber Technologies Inc.COM | COM | $38M | 3.1% |
| Intuitive Surgical Inc.COM | COM | $32.1M | 2.6% |
| Badger Meter Inc.COM | COM | $29.9M | 2.4% |
| AecomCOM | COM | $28.9M | 2.4% |
| Caterpillar Inc.COM | COM | $14.5M | 1.2% |
| iShares 0-3 Month Treasury BonCOM | COM | $13.6M | 1.1% |
| Apple Inc.COM | COM | $13.4M | 1.1% |
| iShares Core S&P 500 ETFCOM | COM | $11.5M | 0.9% |
| JPMORGAN Chase & COCOM | COM | $9.76M | 0.8% |
| Johnson Controls Int FCOM | COM | $8.63M | 0.7% |
| US Bancorp DelCOM | COM | $7.56M | 0.6% |
| American Express COCOM | COM | $7.12M | 0.6% |
| Goldman Sachs Group Inc.COM | COM | $6.84M | 0.6% |
| Johnson & JohnsonCOM | COM | $6.52M | 0.5% |
| Visa Inc. Class ACOM | COM | $6.43M | 0.5% |
| Procter & Gamble COCOM | COM | $6.42M | 0.5% |
| Blackrock Inc. NewCOM | COM | $5.8M | 0.5% |
| Waste Mgmt Inc. DelCOM | COM | $5.71M | 0.5% |
| Merck & Co. Inc..COM | COM | $5.66M | 0.5% |
| The Coca-cola COCOM | COM | $5.53M | 0.4% |
| Chevron Corp. NewCOM | COM | $5.41M | 0.4% |
| Putnam Focused Large Cap ValueCOM | COM | $5.26M | 0.4% |
| Qualcomm Inc.COM | COM | $5.04M | 0.4% |
| Home Depot Inc.COM | COM | $4.74M | 0.4% |
| Unitedhealth Group Inc.COM | COM | $4.68M | 0.4% |
| Mcdonalds Corp.COM | COM | $4.53M | 0.4% |
| Fidelity Fundamental Large CapCOM | COM | $4.52M | 0.4% |
| CME Group Inc. Class Class ACOM | COM | $4.41M | 0.4% |
| Vanguard FTSE All-world Ex-usCOM | COM | $4.22M | 0.3% |
| Vanguard S&P 500 ETFCOM | COM | $3.41M | 0.3% |
| Paychex Inc.COM | COM | $3.27M | 0.3% |
- Class
- COM
- Share
- 8.1%
- Class
- COM
- Share
- 4.7%
- Class
- COM
- Share
- 4.3%
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 3.9%
- Class
- COM
- Share
- 3.6%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 2.6%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 98 positions by value, with holdings of the same security combined. The 98 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1556245
- File number
- 028-15042
- Options
- 0 call, 0 put
- In the 25 largest
- 84.5%
- Prior quarter
- $1.16B at 31 March 2026
- Positions opened
- 13
- Positions closed
- 10
Common questions
What are Sandhill Capital Partners’ 13F holdings worth?
$1.23 billion across 98 positions for the quarter ended 30 June 2026.
What is Sandhill Capital Partners’ largest 13F holding?
STATE STREET SPDR BLOOMBERG 1- (COM) was the largest position at $100 million, or 8.1% of reported 13F value, as of 30 June 2026.
How concentrated is Sandhill Capital Partners’ 13F portfolio?
The ten largest positions accounted for 43.0% of reported value and the twenty-five largest for 84.5%, across 98 positions as of 30 June 2026.
Does Form 13F show everything Sandhill Capital Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sandhill Capital Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.