§ 13F · FUND PROFILE
Sandhill Capital Partners LLC.
AUM · $1.2B (13F)Positions · 98Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$113M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | — | STATE STREET SPDR BLOOMBERG 1- | 1.09M | $100M | 8.1% | −13% |
| 2 | APH | AMPHENOL CORP NEW CLASS A | 330K | $58M | 4.7% | −13% |
| 3 | GE | GE AEROSPACE | 142K | $53M | 4.3% | −9% |
| 4 | TXN | TEXAS INSTRS INC | 172K | $51M | 4.2% | −7% |
| 5 | SYK | STRYKER CORP | 157K | $50M | 4.0% | +42% |
| 6 | PANW | PALO ALTO NETWORKS INC | 141K | $48M | 3.9% | −47% |
| 7 | SCHW | CHARLES SCHWAB CORP | 475K | $44M | 3.6% | −8% |
| 8 | MSFT | MICROSOFT CORP | 114K | $43M | 3.5% | −6% |
| 9 | NOW | SERVICENOW INC | 419K | $42M | 3.4% | −23% |
| 10 | FSS | FEDERAL SIGNAL CORP | 317K | $41M | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SANDHILL SIGNAL
AC read
Sandhill Capital Partners LLC is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 98 positions.
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