Sponsored

The Analysis of Sandhill Capital Partners LLC's Holdings & P&L

Currently, Sandhill Capital Partners LLC holds 95 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SYK (+111.0K shares, valued at $36.5M), MSFT (+94.1K shares, valued at $34.8M), AMZN (+151.7K shares, valued at $31.6M); decreased their positions in N/A (-107.9K shares, valued at $52.9M), USB (-828.6K shares, valued at $43.1M), APH (-234.1K shares, valued at $29.6M); initiated new positions in SYK (+111.0K shares, valued at $36.5M), PVAL (+38.9K shares, valued at $1.8M), FFLC (+30.8K shares, valued at $1.6M).

1M P&L

+33.8M+6.67%

3M P&L

+42.0M+8.43%

HY P&L

+37.2M+7.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application90.6M

17.5%

2Software - Infrastructure87.2M

16.9%

3Electronic Components82.8M

16.0%

Top Industries by Stock Count

1N/A9 stocks

18.4%

2Software - Application5 stocks

10.2%

3Specialty Industrial Machinery3 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STREET SPDR BLOOMBERG 1- STATE STREET SPDR BLOOMBERG 1-1.3M shares26.80%2026-03-312026-05-14

SERVICENOW INC SERVICENOW INC544.6K shares66.34%2026-03-312026-05-14

AECOM AECOM585.5K shares23.99%2026-03-312026-05-14

SCHW CHARLES SCHWAB CORP517.1K shares-9.75%2026-03-312026-05-14

APH AMPHENOL CORP NEW CLASS CLASS378.7K shares-38.20%2026-03-312026-05-14

MSFT MICROSOFT CORP121.8K shares339.59%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE155.1K shares-19.02%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC264.5K shares-34.02%2026-03-312026-05-14

Sponsored

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC574.9K shares-9.87%2026-03-312026-05-14

LINDE PLC F LINDE PLC F82.7K shares-8.02%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO172.0K shares20.38%2026-03-312026-05-14

INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC79.7K shares-30.39%2026-03-312026-05-14

SYK STRYKER CORP111.0K sharesnew addition2026-03-312026-05-14

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC242.0K shares16.63%2026-03-312026-05-14

CR CRANE CO211.0K shares126.08%2026-03-312026-05-14

TXN TEXAS INSTRS INC185.5K shares681.50%2026-03-312026-05-14

Sponsored

TRANE TECHNOLOGIES PLC F TRANE TECHNOLOGIES PLC F86.0K shares-9.07%2026-03-312026-05-14

AMZN AMAZON.COM INC171.8K shares752.84%2026-03-312026-05-14

SPX TECHNOLOGIES INC SPX TECHNOLOGIES INC177.2K shares-35.44%2026-03-312026-05-14

BROADCOM INC BROADCOM INC112.2K shares178.01%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC272.2K shares-27.64%2026-03-312026-05-14

S&P GLOBAL INC S&P GLOBAL INC72.2K shares-9.66%2026-03-312026-05-14

BOOKING HLDGS INC BOOKING HLDGS INC5.5K shares-8.24%2026-03-312026-05-14

ISHARES 0-3 MONTH TREASURY BON ISHARES 0-3 MONTH TREASURY BON130.7K shares-44.29%2026-03-312026-05-14

Sponsored

AAPL APPLE INC45.7K shares-7.26%2026-03-312026-05-14

CAT CATERPILLAR INC14.3K shares-10.72%2026-03-312026-05-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO29.9K shares-10.05%2026-03-312026-05-14

JOHNSON CONTROLS INT F JOHNSON CONTROLS INT F59.9K shares-8.10%2026-03-312026-05-14

CVX CHEVRON CORP NEW32.9K shares-4.75%2026-03-312026-05-14

PG PROCTER & GAMBLE CO46.7K shares-4.79%2026-03-312026-05-14

USB US BANCORP DEL128.7K shares-86.56%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON25.9K shares-6.83%2026-03-312026-05-14

Sponsored

AXP AMERICAN EXPRESS CO20.1K shares-8.02%2026-03-312026-05-14

WASTE MGMT INC DEL WASTE MGMT INC DEL25.9K shares-6.02%2026-03-312026-05-14

CME GROUP INC CLASS CLASS A CME GROUP INC CLASS CLASS A19.9K shares-9.48%2026-03-312026-05-14

BLACKROCK INC NEW BLACKROCK INC NEW6.1K shares-11.20%2026-03-312026-05-14

GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC6.7K shares0.96%2026-03-312026-05-14

MERCK & CO. INC. MERCK & CO. INC.44.0K shares-7.89%2026-03-312026-05-14

KO THE COCA-COLA CO68.6K shares-7.20%2026-03-312026-05-14

MCD MCDONALDS CORP16.6K shares-6.15%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC14.4K shares-4.78%2026-03-312026-05-14

IVV ISHARES CORE S&P 500 ETF6.4K shares130.11%2026-03-312026-05-14

VISA INC CLASS CLASS A VISA INC CLASS CLASS A12.9K shares-7.31%2026-03-312026-05-14

QCOM QUALCOMM INC29.1K shares-6.39%2026-03-312026-05-14

VERIZON COMMUNICATIONS I VERIZON COMMUNICATIONS I72.2K shares-5.71%2026-03-312026-05-14

PAYX PAYCHEX INC32.2K shares-9.50%2026-03-312026-05-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC10.3K shares-19.63%2026-03-312026-05-14

SALESFORCE INC SALESFORCE INC13.5K shares-9.20%2026-03-312026-05-14

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF4.0K shares-0.76%2026-03-312026-05-14

PVAL PUTNAM FOCUSED LARGE CAP VALUE38.9K sharesnew addition2026-03-312026-05-14

FFLC FIDELITY FUNDAMENTAL LARGE CAP30.8K sharesnew addition2026-03-312026-05-14

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF15.1K shares13.75%2026-03-312026-05-14

ZIMMER BIOMET HLDGS INC ZIMMER BIOMET HLDGS INC14.0K shares0.00%2026-03-312026-05-14

EDWARDS LIFESCIENCES COR EDWARDS LIFESCIENCES COR15.8K shares-4.53%2026-03-312026-05-14

3M CO 3M CO8.5K shares-0.14%2026-03-312026-05-14

SYY SYSCO CORP16.1K shares0.00%2026-03-312026-05-14

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US15.2K sharesnew addition2026-03-312026-05-14

IJH ISHARES CORE S&P MID-CAP ETF15.9K shares93.64%2026-03-312026-05-14

AGG ISHARES CORE U.S. AGGREGATE BO10.0K sharesnew addition2026-03-312026-05-14

DOW DOW INC23.7K shares-1.47%2026-03-312026-05-14

VBIL VANGUARD 0-3 MONTH TREASURY BI11.5K shares-67.04%2026-03-312026-05-14

EXXON MOBIL CORP EXXON MOBIL CORP4.6K shares-0.64%2026-03-312026-05-14

IVW ISHARES S&P 500 GROWTH ETF6.6K sharesnew addition2026-03-312026-05-14

GIS GENERAL MILLS INC19.2K shares0.00%2026-03-312026-05-14

Sponsored

F/M US TREASURY 3 MONTH BILL F F/M US TREASURY 3 MONTH BILL F13.9K sharesnew addition2026-03-312026-05-14

CL COLGATE PALMOLIVE CO8.0K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B1.4K shares15.20%2026-03-312026-05-14

VB VANGUARD SMALL-CAP INDEX FUND2.5K shares-4.21%2026-03-312026-05-14

LH LABCORP HLDGS INC2.4K shares0.00%2026-03-312026-05-14

IDEX CORP IDEX CORP2.9K shares0.00%2026-03-312026-05-14

ALPHABET INC CLASS A ALPHABET INC CLASS A1.8K shares19.48%2026-03-312026-05-14

SPDR GOLD SHARES SPDR GOLD SHARES1.2K shares39.86%2026-03-312026-05-14

Sponsored

AT&T INC AT&T INC16.7K shares-5.92%2026-03-312026-05-14

HON HONEYWELL INTL INC2.0K shares-14.50%2026-03-312026-05-14

IGIB ISHARES 5-10 YEAR INVESTMENT G7.7K shares3.71%2026-03-312026-05-14

AVUS AVANTIS US EQUITY ETF3.6K shares20.48%2026-03-312026-05-14

M&T BK CORP M&T BK CORP1.8K shares-24.31%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSIN1.7K shares0.00%2026-03-312026-05-14

NVIDIA CORP NVIDIA CORP2.0K sharesnew addition2026-03-312026-05-14

EXTRA SPACE STORAGE INC REIT EXTRA SPACE STORAGE INC REIT2.6K shares0.00%2026-03-312026-05-14

Sponsored

MDLZ MONDELEZ INTL INC CLASS CLASS5.9K shares-1.06%2026-03-312026-05-14

URI UNITED RENTALS INC452 shares0.00%2026-03-312026-05-14

VANGUARD LONG-TERM CORPORATE B VANGUARD LONG-TERM CORPORATE B4.1K shares-0.10%2026-03-312026-05-14

ZOETIS INC CLASS CLASS A ZOETIS INC CLASS CLASS A2.5K shares0.00%2026-03-312026-05-14

LSBK LAKE SHORE BANCORP INC M18.1K shares-9.42%2026-03-312026-05-14

LQD ISHARES IBOXX $ INVESTMENT GRA2.5K shares-4.62%2026-03-312026-05-14

LVMUY LVMH MOET HENNESSY LOU F SPONS2.4K shares0.00%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP287 shares0.00%2026-03-312026-05-14

Sponsored

IWM ISHARES RUSSELL 2000 ETF1.0K shares-1.05%2026-03-312026-05-14

TENCENT HLDGS LTD F UNSPONSORE TENCENT HLDGS LTD F UNSPONSORE3.6K shares0.00%2026-03-312026-05-14

TRUIST FINL CORP TRUIST FINL CORP4.8K shares0.00%2026-03-312026-05-14

HUBBELL INC HUBBELL INC442 shares-99.59%2026-03-312026-05-14

INTU INTUIT497 shares0.00%2026-03-312026-05-14

TRAVELERS COS INC TRAVELERS COS INC700 shares-1.41%2026-03-312026-05-14

GAIN THERAPEUTICS INC GAIN THERAPEUTICS INC15.4K shares0.00%2026-03-312026-05-14

STATE STREET SPDR BLOOMBERG 1-

26.80%

Shares1.3M

Event2026-03-31

Filed2026-05-14

SERVICENOW INC

66.34%

Shares544.6K

Event2026-03-31

Filed2026-05-14

AECOM

23.99%

Shares585.5K

Event2026-03-31

Filed2026-05-14

SCHW

CHARLES SCHWAB CORP

-9.75%

Shares517.1K

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP NEW CLASS CLASS

-38.20%

Shares378.7K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

339.59%

Shares121.8K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-19.02%

Shares155.1K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

-34.02%

Shares264.5K

Event2026-03-31

Filed2026-05-14

UBER TECHNOLOGIES INC

-9.87%

Shares574.9K

Event2026-03-31

Filed2026-05-14

LINDE PLC F

-8.02%

Shares82.7K

Event2026-03-31

Filed2026-05-14

AJG

GALLAGHER ARTHUR J & CO

20.38%

Shares172.0K

Event2026-03-31

Filed2026-05-14

INTUITIVE SURGICAL INC

-30.39%

Shares79.7K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORP

New

Shares111.0K

Event2026-03-31

Filed2026-05-14

GUIDEWIRE SOFTWARE INC

16.63%

Shares242.0K

Event2026-03-31

Filed2026-05-14

CRANE CO

126.08%

Shares211.0K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

681.50%

Shares185.5K

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC F

-9.07%

Shares86.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON.COM INC

752.84%

Shares171.8K

Event2026-03-31

Filed2026-05-14

SPX TECHNOLOGIES INC

-35.44%

Shares177.2K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

178.01%

Shares112.2K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

-27.64%

Shares272.2K

Event2026-03-31

Filed2026-05-14

S&P GLOBAL INC

-9.66%

Shares72.2K

Event2026-03-31

Filed2026-05-14

BOOKING HLDGS INC

-8.24%

Shares5.5K

Event2026-03-31

Filed2026-05-14

ISHARES 0-3 MONTH TREASURY BON

-44.29%

Shares130.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-7.26%

Shares45.7K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-10.72%

Shares14.3K

Event2026-03-31

Filed2026-05-14

JPMORGAN CHASE & CO

-10.05%

Shares29.9K

Event2026-03-31

Filed2026-05-14

JOHNSON CONTROLS INT F

-8.10%

Shares59.9K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORP NEW

-4.75%

Shares32.9K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-4.79%

Shares46.7K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP DEL

-86.56%

Shares128.7K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-6.83%

Shares25.9K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-8.02%

Shares20.1K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

-6.02%

Shares25.9K

Event2026-03-31

Filed2026-05-14

CME GROUP INC CLASS CLASS A

-9.48%

Shares19.9K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC NEW

-11.20%

Shares6.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.96%

Shares6.7K

Event2026-03-31

Filed2026-05-14

MERCK & CO. INC.

-7.89%

Shares44.0K

Event2026-03-31

Filed2026-05-14

THE COCA-COLA CO

-7.20%

Shares68.6K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-6.15%

Shares16.6K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-4.78%

Shares14.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES CORE S&P 500 ETF

130.11%

Shares6.4K

Event2026-03-31

Filed2026-05-14

VISA INC CLASS CLASS A

-7.31%

Shares12.9K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

-6.39%

Shares29.1K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS I

-5.71%

Shares72.2K

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

-9.50%

Shares32.2K

Event2026-03-31

Filed2026-05-14

UNITEDHEALTH GROUP INC

-19.63%

Shares10.3K

Event2026-03-31

Filed2026-05-14

SALESFORCE INC

-9.20%

Shares13.5K

Event2026-03-31

Filed2026-05-14

VANGUARD S&P 500 ETF

-0.76%

Shares4.0K

Event2026-03-31

Filed2026-05-14

PVAL

PUTNAM FOCUSED LARGE CAP VALUE

New

Shares38.9K

Event2026-03-31

Filed2026-05-14

FFLC

FIDELITY FUNDAMENTAL LARGE CAP

New

Shares30.8K

Event2026-03-31

Filed2026-05-14

ISHARES CORE MSCI EAFE ETF

13.75%

Shares15.1K

Event2026-03-31

Filed2026-05-14

ZIMMER BIOMET HLDGS INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-14

EDWARDS LIFESCIENCES COR

-4.53%

Shares15.8K

Event2026-03-31

Filed2026-05-14

3M CO

-0.14%

Shares8.5K

Event2026-03-31

Filed2026-05-14

SYY

SYSCO CORP

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD FTSE ALL-WORLD EX-US

New

Shares15.2K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES CORE S&P MID-CAP ETF

93.64%

Shares15.9K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES CORE U.S. AGGREGATE BO

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

DOW

DOW INC

-1.47%

Shares23.7K

Event2026-03-31

Filed2026-05-14

VBIL

VANGUARD 0-3 MONTH TREASURY BI

-67.04%

Shares11.5K

Event2026-03-31

Filed2026-05-14

EXXON MOBIL CORP

-0.64%

Shares4.6K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES S&P 500 GROWTH ETF

New

Shares6.6K

Event2026-03-31

Filed2026-05-14

GIS

GENERAL MILLS INC

0.00%

Shares19.2K

Event2026-03-31

Filed2026-05-14

F/M US TREASURY 3 MONTH BILL F

New

Shares13.9K

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY CLASS B

15.20%

Shares1.4K

Event2026-03-31

Filed2026-05-14

VANGUARD SMALL-CAP INDEX FUND

-4.21%

Shares2.5K

Event2026-03-31

Filed2026-05-14

LABCORP HLDGS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

IDEX CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC CLASS A

19.48%

Shares1.8K

Event2026-03-31

Filed2026-05-14

SPDR GOLD SHARES

39.86%

Shares1.2K

Event2026-03-31

Filed2026-05-14

AT&T INC

-5.92%

Shares16.7K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

-14.50%

Shares2.0K

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES 5-10 YEAR INVESTMENT G

3.71%

Shares7.7K

Event2026-03-31

Filed2026-05-14

AVUS

AVANTIS US EQUITY ETF

20.48%

Shares3.6K

Event2026-03-31

Filed2026-05-14

M&T BK CORP

-24.31%

Shares1.8K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSIN

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

NVIDIA CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

EXTRA SPACE STORAGE INC REIT

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC CLASS CLASS

-1.06%

Shares5.9K

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

0.00%

Shares452

Event2026-03-31

Filed2026-05-14

VANGUARD LONG-TERM CORPORATE B

-0.10%

Shares4.1K

Event2026-03-31

Filed2026-05-14

ZOETIS INC CLASS CLASS A

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

LSBK

LAKE SHORE BANCORP INC M

-9.42%

Shares18.1K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES IBOXX $ INVESTMENT GRA

-4.62%

Shares2.5K

Event2026-03-31

Filed2026-05-14

LVMUY

LVMH MOET HENNESSY LOU F SPONS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

0.00%

Shares287

Event2026-03-31

Filed2026-05-14

IWM

ISHARES RUSSELL 2000 ETF

-1.05%

Shares1.0K

Event2026-03-31

Filed2026-05-14

TENCENT HLDGS LTD F UNSPONSORE

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

TRUIST FINL CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-14

HUBBELL INC

-99.59%

Shares442

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

0.00%

Shares497

Event2026-03-31

Filed2026-05-14

TRAVELERS COS INC

-1.41%

Shares700

Event2026-03-31

Filed2026-05-14

GAIN THERAPEUTICS INC

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available