1y return+4.5%S&P 500 +20.9%
3y return+33.4%S&P 500 +68.5%
5y return+30.9%S&P 500 +74.5%
10y return+228.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $329 against $357 in the S&P 500.2
Sandhill Capital Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BILState Street Spdr Bloomberg 1- | $100.2M | 8.1% | −13.0% |
| APHAmphenol Corp New Class A | $58.2M | 4.7% | −12.8% |
| GEGe Aerospace | $53.0M | 4.3% | −8.7% |
| TXNTexas Instrs Inc | $51.3M | 4.2% | −7.3% |
| SYKStryker Corp | $49.5M | 4.0% | +41.7% |
| PANWPalo Alto Networks Inc | $48.2M | 3.9% | −46.6% |
| SCHWCharles Schwab Corp | $43.8M | 3.6% | −8.2% |
| MSFTMicrosoft Corp | $42.5M | 3.5% | −6.4% |
| NOWServicenow Inc | $41.6M | 3.4% | −23.1% |
| FSSFederal Signal Corp | $40.8M | 3.3% | New |
| CRCrane Co | $40.8M | 3.3% | −13.4% |
| SPXCSpx Technologies Inc | $39.8M | 3.2% | −8.4% |
| Linde PLC FCUSIP G54950103 | $39.7M | 3.2% | −7.4% |
| FPSForgent Pwr Solution Class A | $39.7M | 3.2% | New |
| GWREGuidewire Software Inc | $39.1M | 3.2% | +31.2% |
| Trane Technologies PLC FCUSIP G8994E103 | $38.6M | 3.1% | −8.6% |
| AMZNAmazon.com Inc | $38.5M | 3.1% | −5.9% |
| ANETArista Networks Inc | $38.3M | 3.1% | −17.3% |
| AVGOBroadcom Inc | $38.2M | 3.1% | −9.9% |
| UBERUber Technologies Inc | $38.0M | 3.1% | −8.4% |
| ISRGIntuitive Surgical Inc | $32.1M | 2.6% | +1.4% |
| BMIBadger Meter Inc | $29.9M | 2.4% | New |
| ACMAecom | $28.9M | 2.4% | −29.2% |
| CATCaterpillar Inc | $14.5M | 1.2% | −4.3% |
| SGOVIshares 0-3 Month Treasury Bon | $13.6M | 1.1% | +3.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $38.2M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $14.5M |
| APHAmphenol Corp New Class A | June 30, 2020 | +636.1% | $58.2M |
| Johnson Controls Int FCUSIP G51502105 | June 30, 2020 | +328.0% | $8.6M |
| PANWPalo Alto Networks Inc | September 30, 2021 | +327.2% | $48.2M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $7.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $13.4M |
| IVVIshares Core S&p 500 Etf | June 30, 2020 | +141.8% | $11.5M |
| GEGe Aerospace | June 30, 2024 | +135.1% | $53.0M |
Sold off last quarter
- AJGGallagher Arthur J & Co was $37.3M
- SPGIS&p Global Inc was $30.7M
- BKNGBooking Hldgs Inc was $23.2M
- VBILVanguard 0-3 Month Treasury Bi was $871K
- Exxon Mobil CorpCUSIP 30231G102 was $784K
- Honeywell Intl IncCUSIP 438516106 was $443K
- ZTSZoetis Inc Class Class A was $296K
- LQDIshares Iboxx $ Investment Gra was $272K
- HUBBHubbell Inc was $217K
- INTUIntuit was $215K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | −8.6% | −4.6% |
| December 31, 2025 | −2.4% | +2.4% |
| September 30, 2025 | +4.1% | +7.8% |
| June 30, 2025 | +14.6% | +10.5% |
| March 31, 2025 | −5.7% | −4.6% |
| December 31, 2024 | −3.7% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | +5.5% | +4.0% |
| March 31, 2024 | +3.2% | +10.0% |
| December 31, 2023 | +14.4% | +11.2% |
| September 30, 2023 | −9.0% | −3.6% |
| June 30, 2023 | +11.1% | +8.3% |
| March 31, 2023 | +8.6% | +7.0% |
| December 31, 2022 | +12.8% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −9.2% | −4.9% |
| December 31, 2021 | +2.4% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sandhill Capital Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1556245&type=13F-HR&dateb=&owner=include&count=40CIK 1556245
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1556245/000155624526000004/Filed August 13, 2026 · accession 0001556245-26-000004