Sandhill Capital Partners LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Sandhill Capital Partners LLC reported 93 stock positions worth $1.4 billion. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 7.7% of the portfolio, followed by Palo Alto Networks (PANW, 5.5%) and Intuitive Surgical (ISRG, 4.9%). Compared with Q2 2024, it opened 7 new positions, sold out of 2, added to 44 and reduced 25. The biggest buy was Cadence Design SYS (CDNS, shares +124%) and the biggest sale Graco (GGG, shares −99%).

Most Recent 13F
Q2 2026
Location
BUFFALO, NY
CIK
0001556245
Portfolio Value
$1.4B (Q3 2024)
SEC Filing
0001556245-24-000006 ↗ filed Nov 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.4B $1.4B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 93 stocks · $1.4B
BIL SS SPDR BB 1-3M T-Bill ETF 7.67% 1,171,410 $107.5M Add +30.7%
PANW Palo Alto Networks Inc. 5.54% 227,470 $77.7M Reduce -1.5%
ISRG Intuitive Surgical Inc. 4.87% 139,173 $68.4M Reduce -1.4%
NOW ServiceNow Inc. 4.69% 73,604 $65.8M Reduce -1.5%
GE General Electric filed as GE AEROSPACE 4.41% 328,022 $61.9M Add +20.2%
TMDX Transmedics Group Inc. 4.39% 392,561 $61.6M Reduce -9.8%
TYL Tyler Technologies Inc. 4.19% 100,605 $58.7M Reduce -1.5%
UBER Uber Technologies Inc. 4.10% 765,718 $57.6M Reduce -1.4%
CDNS Cadence Design SYS Inc. 3.98% 205,849 $55.8M Add +124.2%
SITE Siteone Landscape Supply Inc. 3.84% 357,310 $53.9M Reduce -1.6%
USB US Bancorp 3.77% 1,155,510 $52.8M Reduce -1.1%
HUBB Hubbell Inc. 3.76% 123,246 $52.8M Add +21.4%
SCHW Schwab (charles) Corp. 3.64% 787,365 $51.0M Add +8.3%
SPXC SPX Technologies Inc. 3.48% 306,065 $48.8M Reduce -1.4%
LIN Linde PLC 3.29% 96,673 $46.1M Reduce -0.9%
SPGI S&P Global Inc. 3.26% 88,560 $45.8M Reduce -13.5%
TECH Bio-Techne Corp. 3.17% 557,218 $44.5M Reduce -2.2%
LFUS Littelfuse Inc. 3.00% 158,405 $42.0M Reduce -16.1%
APH Amphenol Corp. Class A 2.88% 620,660 $40.4M Reduce -1.4%
ILMN Illumina Inc. 2.62% 281,519 $36.7M Add +0.1%
DHR Danaher Corp. 2.04% 102,791 $28.6M Reduce -12.5%
BKNG Booking Holdings Inc. 2.01% 6,701 $28.2M Reduce -1.6%
ZTS Zoetis Inc. 1.34% 96,451 $18.8M Reduce -18.2%
CSGP Costar Group Inc. 1.28% 238,881 $18.0M Reduce -0.9%
MSFT Microsoft Corp. 0.84% 27,263 $11.7M Add +2.7%
AAPL Apple Inc. 0.81% 48,679 $11.3M Add +5.7%
AVGO Broadcom Inc. 0.66% 53,863 $9.3M Add +0.4%
PG The Procter & Gamble Co. 0.48% 39,141 $6.8M Add +1.7%
BLK BlackRock Inc. 0.47% 6,872 $6.5M Add +0.9%
UNH Unitedhealth Group Inc. 0.46% 11,023 $6.4M Add +1.1%
JPM JPMorgan Chase & Co. 0.46% 30,469 $6.4M Add +2.2%
AXP American Express Co. 0.45% 23,159 $6.3M Add +3.0%
CAT Caterpillar Inc. 0.45% 16,057 $6.3M Reduce -0.1%
HD Home Depot Inc. 0.42% 14,660 $5.9M Add +2.9%
WM Waste Management Inc. 0.40% 27,221 $5.7M Add +2.6%
QCOM Qualcomm Inc. 0.38% 31,496 $5.4M Add +1.5%
JCI Johnson Controls Internation 0.38% 68,083 $5.3M Add +2.3%
MCD McDonald's Corp. 0.37% 16,960 $5.2M Add +2.8%
KO The Coca-Cola Co. 0.37% 71,751 $5.2M Add +4.6%
CVX Chevron Corp. 0.36% 34,152 $5.0M Add +5.2%
PAYX Paychex Inc. 0.35% 36,346 $4.9M Add +2.8%
MRK Merck & Co. Inc. 0.34% 42,361 $4.8M Add +4.0%
NKE Nike Inc. Class B 0.34% 53,946 $4.8M Add +48.1%
TXN Texas Instruments Inc. 0.34% 22,786 $4.7M Add +2.5%
GIS General Mills Inc. 0.32% 60,516 $4.5M Add +3.8%
JNJ Johnson & Johnson 0.31% 26,500 $4.3M Add +3.1%
DOW Dow Inc. 0.28% 70,854 $3.9M Add +4.1%
SYY Sysco Corp. 0.27% 49,213 $3.8M Add +3.4%
VZ Verizon Communications Inc. 0.25% 78,475 $3.5M Add +3.0%
PFE Pfizer Inc. 0.24% 114,729 $3.3M Add +6.5%
TFC Truist Financial Corp. 0.23% 75,502 $3.2M Add +5.7%
BA The Boeing Co. 0.19% 17,921 $2.7M Add +0.9%
CCI Crown Castle Inc. 0.14% 17,007 $2.0M Add +6.0%
IVV iShares Core S&P 500 ETF 0.14% 3,286 $1.9M Reduce -1.0%
ZBH Zimmer Biomet Holdings Inc. 0.11% 14,422 $1.6M Reduce -0.4%
MMM 3M Co. 0.10% 9,936 $1.4M Add +4.7%
EW Edwards Lifesciences Corp. 0.10% 20,472 $1.4M No change
BNL Broadstone Net Lease Inc. 0.06% 45,769 $867K No change
CL Colgate-Palmolive Co. 0.06% 8,000 $830K No change
VOO Vanguard S&P 500 ETF 0.05% 1,311 $692K Add +65.3%
IEFA iShares Core MSCI Eafe ETF 0.05% 8,628 $673K Reduce -2.6%
IEX Idex Corp. 0.04% 2,907 $624K No change
INTC Intel Corp. 0.04% 24,910 $584K Add +1.7%
ADBE Adobe Inc. 0.04% 1,104 $572K Reduce -0.8%
XOM Exxon Mobil Corp. 0.04% 4,725 $554K Add +51.1%
LH Labcorp Holdings Inc. 0.04% 2,400 $536K No change
MDLZ Mondelez International Inc. Class A 0.04% 7,043 $519K Add +5.2%
IJH iShares Core S&P Midcap ETF 0.04% 8,229 $513K Add +1.9%
HON Honeywell International Inc. 0.04% 2,474 $511K No change
ADP Automatic Data Processing 0.03% 1,699 $470K No change
EXR Extra Space Storage Inc. 0.03% 2,588 $466K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 4,490 $432K Reduce -15.6%
LHX L3HARRIS Technologies Inc. 0.03% 1,800 $428K No change
URI United Rentals Inc. 0.03% 502 $406K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.03% 2,229 $397K Add +2.9%
T AT&T Inc. 0.03% 17,861 $393K Add +7.2%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.03% 2,359 $362K No change
GGG Graco Inc. 0.02% 3,891 $341K Reduce -98.7%
XLV SS Health Care Select Sector 0.02% 2,081 $321K No change
NVO Novo-Nordisk A/S-Spons ADR 0.02% 2,682 $319K Add +3.9%
INTU Intuit Inc. 0.02% 497 $309K No change
DHI D.R. Horton Inc. 0.02% 1,479 $282K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.02% 2,454 $277K Add +7.9%
GLD SPDR Gold Shares 0.02% 1,074 $261K New
VEEV Veeva Systems Inc. Class A 0.02% 1,200 $252K No change
TCEHY Tencent Holdings Ltd.-Uns ADR 0.02% 4,146 $230K New
IWM iShares Russell 2000 ETF 0.02% 1,010 $223K New
PGR Progressive Corp. 0.02% 862 $219K New
KOS Kosmos Energy Ltd. 0.00% 10,000 $40K New
GANX Gain Therapeutics Inc. 0.00% 15,400 $27K New
WMLLF Wealth Minerals Ltd. 0.00% 117,795 $7K No change
ARBKF Argo Blockchain PLC 0.00% 41,000 $5K No change
RSHN Rushnet Inc. 0.00% 99,999 $30 No change

Portfolio Sells Q2 2024 → Q3 2024
GGG Graco Inc. Reduce -98.7% 0.02% −1.82
MELI MercadoLibre Inc. Sold out 0.00% −1.71
LFUS Littelfuse Inc. Reduce -16.1% 3.00% −0.71
TMDX Transmedics Group Inc. Reduce -9.8% 4.39% −0.63
PANW Palo Alto Networks Inc. Reduce -1.5% 5.54% −0.47
APH Amphenol Corp. Class A Reduce -1.4% 2.88% −0.37
SPGI S&P Global Inc. Reduce -13.5% 3.26% −0.24
UBER Uber Technologies Inc. Reduce -1.4% 4.10% −0.23
ZTS Zoetis Inc. Reduce -18.2% 1.34% −0.22
DHR Danaher Corp. Reduce -12.5% 2.04% −0.21
CSGP Costar Group Inc. Reduce -0.9% 1.28% −0.09
BKNG Booking Holdings Inc. Reduce -1.6% 2.01% −0.06
JBTM JBT Marel Corp. Sold out 0.00% −0.02
DIS The Walt Disney Co. Reduce -15.6% 0.03% −0.01
ZBH Zimmer Biomet Holdings Inc. Reduce -0.4% 0.11% −0.01
ADBE Adobe Inc. Reduce -0.8% 0.04% −0.01
IVV iShares Core S&P 500 ETF Reduce -1.0% 0.14% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -2.6% 0.05% −0.00
LIN Linde PLC Reduce -0.9% 3.29% +0.00
CAT Caterpillar Inc. Reduce -0.1% 0.45% +0.04
TECH Bio-Techne Corp. Reduce -2.2% 3.17% +0.04
ISRG Intuitive Surgical Inc. Reduce -1.4% 4.87% +0.06
SPXC SPX Technologies Inc. Reduce -1.4% 3.48% +0.09
NOW ServiceNow Inc. Reduce -1.5% 4.69% +0.18
USB US Bancorp Reduce -1.1% 3.77% +0.21
TYL Tyler Technologies Inc. Reduce -1.5% 4.19% +0.25
SITE Siteone Landscape Supply Inc. Reduce -1.6% 3.84% +0.46

Portfolio Buys Q2 2024 → Q3 2024
CDNS Cadence Design SYS Inc. Add +124.2% 3.98% +1.81
BIL SS SPDR BB 1-3M T-Bill ETF Add +30.7% 7.67% +1.36
GE General Electric Add +20.2% 4.41% +1.08
HUBB Hubbell Inc. Add +21.4% 3.76% +0.92
ILMN Illumina Inc. Add +0.1% 2.62% +0.36
NKE Nike Inc. Class B Add +48.1% 0.34% +0.13
AAPL Apple Inc. Add +5.7% 0.81% +0.06
BLK BlackRock Inc. Add +0.9% 0.47% +0.05
AXP American Express Co. Add +3.0% 0.45% +0.05
HD Home Depot Inc. Add +2.9% 0.42% +0.05
MCD McDonald's Corp. Add +2.8% 0.37% +0.05
JCI Johnson Controls Internation Add +2.3% 0.38% +0.04
GIS General Mills Inc. Add +3.8% 0.32% +0.04
UNH Unitedhealth Group Inc. Add +1.1% 0.46% +0.03
KO The Coca-Cola Co. Add +4.6% 0.37% +0.03
PAYX Paychex Inc. Add +2.8% 0.35% +0.03
CCI Crown Castle Inc. Add +6.0% 0.14% +0.02
MMM 3M Co. Add +4.7% 0.10% +0.02
DHI D.R. Horton Inc. New 0.02% +0.02
VOO Vanguard S&P 500 ETF Add +65.3% 0.05% +0.02
GLD SPDR Gold Shares New 0.02% +0.02
JNJ Johnson & Johnson Add +3.1% 0.31% +0.02
TFC Truist Financial Corp. Add +5.7% 0.23% +0.02
TCEHY Tencent Holdings Ltd.-Uns ADR New 0.02% +0.02
IWM iShares Russell 2000 ETF New 0.02% +0.02
PGR Progressive Corp. New 0.02% +0.02
SYY Sysco Corp. Add +3.4% 0.27% +0.01
XOM Exxon Mobil Corp. Add +51.1% 0.04% +0.01
VZ Verizon Communications Inc. Add +3.0% 0.25% +0.01
PFE Pfizer Inc. Add +6.5% 0.24% +0.01
TXN Texas Instruments Inc. Add +2.5% 0.34% +0.00
T AT&T Inc. Add +7.2% 0.03% +0.00
MDLZ Mondelez International Inc. Class A Add +5.2% 0.04% +0.00
MTB M & T Bank Corp. Add +2.9% 0.03% +0.00
KOS Kosmos Energy Ltd. New 0.00% +0.00
GANX Gain Therapeutics Inc. New 0.00% +0.00
AVGO Broadcom Inc. Add +0.4% 0.66% +0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +7.9% 0.02% +0.00
IJH iShares Core S&P Midcap ETF Add +1.9% 0.04% +0.00
DOW Dow Inc. Add +4.1% 0.28% −0.00
PG The Procter & Gamble Co. Add +1.7% 0.48% −0.00
JPM JPMorgan Chase & Co. Add +2.2% 0.46% −0.00
NVO Novo-Nordisk A/S-Spons ADR Add +3.9% 0.02% −0.01
INTC Intel Corp. Add +1.7% 0.04% −0.02
CVX Chevron Corp. Add +5.2% 0.36% −0.03
WM Waste Management Inc. Add +2.6% 0.40% −0.03
MRK Merck & Co. Inc. Add +4.0% 0.34% −0.04
BA The Boeing Co. Add +0.9% 0.19% −0.05
MSFT Microsoft Corp. Add +2.7% 0.84% −0.07
QCOM Qualcomm Inc. Add +1.5% 0.38% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 98$1.2BBIL, APH, GE, TXN, SYK
Q1 2026 95$1.2BBIL, NOW, ACM, SCHW, APH
Q4 2025 104$1.4BBIL, APH, PANW, ISRG, GE
Q3 2025 107$1.4BBIL, PANW, APH, UBER, ACM
Q2 2025 101$1.4BBIL, PANW, GE, NOW, ISRG
Q1 2025 93$1.2BBIL, PANW, GE, ISRG, NOW
Q4 2024 95$1.3BBIL, PANW, NOW, ISRG, CDNS
Q3 2024 93$1.4BBIL, PANW, ISRG, NOW, GE
Q2 2024 88$1.3BBIL, PANW, TMDX, ISRG, NOW
Q1 2024 89$1.2BBIL, PANW, NOW, ISRG, TMDX