Sandhill Capital Partners LLC
CIK 0001556245 · BUFFALO, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
BIL
STATE STREET SPDR BLOOMBERG 1-
8.1%
APH
AMPHENOL CORP NEW CLASS A
4.7%
GE
GE AEROSPACE
4.3%
TXN
TEXAS INSTRS INC
4.2%
SYK
STRYKER CORP
4.0%
PANW
PALO ALTO NETWORKS INC
3.9%
SCHW
CHARLES SCHWAB CORP
3.6%
MSFT
MICROSOFT CORP
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.