Sandhill Capital Partners LLC

CIK 0001556245 · BUFFALO, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Sandhill Capital Partners LLC reported 98 positions worth $1.23B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: BIL (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.23B
2026 Q2
Positions
98
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.0%
Est. Net Flow (Q)
2026 Q2
10 / 98 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BILSTATE STREET SPDR BLOOMBERG 1-SH$100.2M8.15%1,093,403
2APHAMPHENOL CORP NEW CLASS ASH$58.2M4.73%330,298
3GEGE AEROSPACESH$53.0M4.30%141,688
4TXNTEXAS INSTRS INCSH$51.3M4.17%171,972
5SYKSTRYKER CORPSH$49.5M4.03%157,336
6PANWPALO ALTO NETWORKS INCSH$48.2M3.92%141,336
7SCHWCHARLES SCHWAB CORPSH$43.8M3.56%474,705
8MSFTMICROSOFT CORPSH$42.5M3.46%114,044
9NOWSERVICENOW INCSH$41.6M3.38%418,829
10FSSFEDERAL SIGNAL CORPSH$40.8M3.32%317,427

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sandhill Capital Partners LLC hold as of Q2 2026?

Sandhill Capital Partners LLC reported 98 positions worth $1.23B in its Q2 2026 13F filing. Largest positions: BIL (8.1%), APH (4.7%), GE (4.3%), TXN (4.2%) and SYK (4.0%).

What did Sandhill Capital Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sandhill Capital Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.