Q2 2026 13F · SEC CIK 1556245

Sandhill Capital Partners LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 98
Top holdings a year, 3 yrs: +13.1%
Assets under management: $2.4B

Sandhill Capital Partners LLC is a wealth manager that reported 98 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Spdr Series Trust (BIL, 8.1%), Amphenol Corp (APH, 4.7%), Ge Aerospace (GE, 4.3%). A portfolio copying its top holdings returned 13.1% a year over the last 3 years, against 20.4% for the S&P 500.

Sandhill Capital Partners LLC holdings largest 50 of 98 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sandhill Capital Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BILSpdr Series Trust	8.1%	9.9%	1,093,403	-13.0%	$100.2M
APHAmphenol Corp	4.7%	4.1%	330,298	-12.8%	$58.2M
GEGe Aerospace	4.3%	3.8%	141,688	-8.7%	$53.0M
TXNTexas Instrs Inc	4.2%	3.1%	171,972	-7.3%	$51.3M
SYKStryker Corporation	4.0%	3.1%	157,336	+41.7%	$49.5M
PANWPalo Alto Networks Inc	3.9%	3.6%	141,336	-46.6%	$48.2M
SCHWCharles Schwab Corp (the)	3.6%	4.2%	474,705	-8.2%	$43.8M
MSFTMicrosoft Corp	3.5%	3.9%	114,044	-6.4%	$42.5M
NOWServicenow Inc	3.4%	4.9%	418,829	-23.1%	$41.6M
FSSFederal Signal Corp	3.3%	—	317,427	—	$40.8M
CRCrane Company	3.3%	3.1%	182,692	-13.4%	$40.8M
SPXCSpx Technologies Inc	3.2%	3.0%	162,378	-8.4%	$39.8M
LINLinde PLC	3.2%	3.5%	76,581	-7.4%	$39.7M
FPSForgent Power Solutions Inc	3.2%	—	709,880	—	$39.7M
GWREGuidewire Software Inc	3.2%	3.1%	317,667	+31.2%	$39.1M
TTTrane Technologies PLC	3.1%	3.1%	78,544	-8.6%	$38.6M
AMZNAmazon Com Inc	3.1%	3.1%	161,658	-5.9%	$38.5M
ANETArista Networks Inc	3.1%	2.9%	225,238	-17.3%	$38.3M
AVGOBroadcom Inc	3.1%	3.0%	101,048	-9.9%	$38.2M
UBERUber Technologies Inc	3.1%	3.6%	526,933	-8.4%	$38.0M
ISRGIntuitive Surgical Inc	2.6%	3.2%	80,839	+1.4%	$32.1M
BMIBadger Meter Inc	2.4%	—	201,632	—	$29.9M
ACMAecom Com	2.4%	4.3%	414,675	-29.2%	$28.9M
CATCaterpillar Inc	1.2%	0.9%	13,642	-4.3%	$14.5M
SGOVIshares Tr	1.1%	1.1%	135,571	+3.7%	$13.6M
AAPLApple Inc	1.1%	1.0%	46,137	+1.0%	$13.4M
IVVIshares Tr	0.9%	0.4%	15,417	+142.7%	$11.5M
JPMJpmorgan Chase & Co	0.8%	0.8%	29,817	-0.4%	$9.8M
JCIJohnson Controls Internation	0.7%	0.7%	59,039	-1.4%	$8.6M
USBUS Bancorp	0.6%	0.6%	125,132	-2.8%	$7.6M
AXPAmerican Express Co	0.6%	0.5%	21,036	+4.9%	$7.1M
GSGoldman Sachs Group Inc	0.6%	0.5%	6,759	+1.5%	$6.8M
JNJJohnson & Johnson	0.5%	0.5%	25,662	-0.9%	$6.5M
VVisa Inc	0.5%	0.3%	18,746	+45.3%	$6.4M
PGProcter & Gamble Co	0.5%	0.6%	43,763	-6.2%	$6.4M
BLKBlackrock Inc	0.5%	0.5%	6,028	-0.5%	$5.8M
WMWaste Mgmt Inc Del	0.5%	0.5%	25,623	-1.1%	$5.7M
MRKMerck & Co Inc	0.5%	0.5%	44,059	+0.1%	$5.7M
KOCoca Cola Co	0.5%	0.4%	68,054	-0.9%	$5.5M
CVXChevron Corporation	0.4%	0.6%	32,632	-0.9%	$5.4M
PVALPutnam Focused Large Capvalue ETF	0.4%	0.2%	103,276	+165.5%	$5.3M
QCOMQualcomm Inc	0.4%	0.3%	27,281	-6.2%	$5.0M
HDHome Depot Inc	0.4%	0.4%	13,449	-6.7%	$4.7M
UNHUnitedhealth Group Inc	0.4%	0.2%	11,253	+9.2%	$4.7M
MCDMcdonalds Corp	0.4%	0.4%	16,753	+1.0%	$4.5M
FMILFidelity Covington Trust	0.4%	—	76,760	—	$4.5M
CMECme Group Inc	0.4%	0.5%	19,986	+0.3%	$4.4M
VEUVanguard Intl Equity Index F	0.3%	—	50,355	—	$4.2M
VOOVanguard Index Fds	0.3%	0.2%	4,968	+23.4%	$3.4M
PAYXPaychex Inc	0.3%	0.3%	33,210	+3.0%	$3.3M

What Sandhill Capital Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

PVAL Putnam Focused Large Capvalue ETF+165.5% shares
IVV Ishares Tr+142.7% shares
V Visa Inc+45.3% shares
SYK Stryker Corporation+41.7% shares
GWRE Guidewire Software Inc+31.2% shares
VOO Vanguard Index Fds+23.4% shares
UNH Unitedhealth Group Inc+9.2% shares

Reduced

PANW Palo Alto Networks Inc-46.6% shares
ACM Aecom Com-29.2% shares
NOW Servicenow Inc-23.1% shares
ANET Arista Networks Inc-17.3% shares
CR Crane Company-13.4% shares
BIL Spdr Series Trust-13.0% shares
APH Amphenol Corp-12.8% shares
AVGO Broadcom Inc-9.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.6% /yr; S&P 500 +20.1%
3 years: +13.1% /yr; S&P 500 +20.4%
5 years: +4.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	98
Q1 2026	$1.2B	95
Q4 2025	$1.4B	104
Q3 2025	$1.4B	107
Q2 2025	$1.4B	101
Q1 2025	$1.2B	93
Q4 2024	$1.3B	95
Q3 2024	$1.4B	93
Q2 2024	$1.3B	88
Q1 2024	$1.2B	90
Q4 2023	$1.2B	86
Q3 2023	$1.1B	87

Questions about Sandhill Capital Partners LLC's portfolio

What stocks does Sandhill Capital Partners LLC own?

Sandhill Capital Partners LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 98 positions worth $1.2B. The largest are Spdr Series Trust (BIL) at 8.1%, Amphenol Corp (APH) at 4.7%, Ge Aerospace (GE) at 4.3%, Texas Instrs Inc (TXN) at 4.2% and Stryker Corporation (SYK) at 4.0%.

What did Sandhill Capital Partners LLC buy last quarter?

In Q2 2026, Sandhill Capital Partners LLC added Putnam Focused Large Capvalue ETF (PVAL) (+165.5% shares), Ishares Tr (IVV) (+142.7% shares) and Visa Inc (V) (+45.3% shares), compared with its Q1 2026 filing.

What did Sandhill Capital Partners LLC sell last quarter?

In Q2 2026, Sandhill Capital Partners LLC cut from its top 50 Gallagher Arthur J & Co (AJG), cut from its top 50 S&p Global Inc (SPGI), cut from its top 50 Booking Holdings Inc (BKNG), cut from its top 50 Verizon Communications Inc (VZ), cut from its top 50 Salesforce Inc (CRM), Palo Alto Networks Inc (PANW) (-46.6% shares), Aecom Com (ACM) (-29.2% shares) and Servicenow Inc (NOW) (-23.1% shares), compared with its Q1 2026 filing.

How has Sandhill Capital Partners LLC's portfolio performed?

A portfolio copying Sandhill Capital Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.6% against +20.1%. Over 5 years: +4.0% a year against +11.6%.

When is Sandhill Capital Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sandhill Capital Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sandhill Capital Partners LLC manage?

Sandhill Capital Partners LLC reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.