EdgeMarket › What Sandhill Capital Partners Llc reported owning
What Sandhill Capital Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
95Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 115.1M | 9.9% | 1.3M | 91.60 | -0.1% |
| NOW ServiceNow, Inc. | 56.9M | 4.9% | 544.6K | 128.48 | -27.8% |
| ACM AECOM | 49.7M | 4.3% | 585.5K | 64.79 | -46.0% |
| SCHW SCHWAB CHARLES CORP | 48.6M | 4.2% | 517.1K | 112.30 | +17.6% |
| APH AMPHENOL CORP /DE/ | 47.9M | 4.1% | 378.7K | 157.01 | +44.5% |
| MSFT MICROSOFT CORP | 45.1M | 3.9% | 121.8K | 483.24 | -4.4% |
| GE GENERAL ELECTRIC CO | 44.0M | 3.8% | 155.1K | 348.37 | +30.7% |
| PANW Palo Alto Networks Inc | 42.4M | 3.6% | 264.5K | 357.87 | +94.0% |
| UBER Uber Technologies, Inc | 41.4M | 3.6% | 574.9K | 78.80 | -15.9% |
| LIN LINDE PLC | 41.0M | 3.5% | 82.7K | 487.57 | +1.1% |
| AJG Arthur J. Gallagher & Co. | 37.3M | 3.2% | 172.0K | 263.81 | -12.8% |
| ISRG INTUITIVE SURGICAL INC | 36.7M | 3.2% | 79.7K | 378.81 | -21.2% |
| SYK STRYKER CORP | 36.5M | 3.1% | 111.0K | 329.45 | -15.9% |
| GWRE Guidewire Software, Inc. | 36.2M | 3.1% | 242.0K | 189.19 | -12.5% |
| CR Crane Co | 36.1M | 3.1% | 211.0K | 208.41 | +9.7% |
| TXN TEXAS INSTRUMENTS INC | 36.0M | 3.1% | 185.5K | 264.36 | +31.7% |
| TT Trane Technologies plc | 35.8M | 3.1% | 86.0K | 453.43 | +6.4% |
| AMZN AMAZON COM INC | 35.8M | 3.1% | 171.8K | 258.63 | +15.6% |
| SPXC SPX Technologies, Inc. | 35.4M | 3.0% | 177.2K | 207.20 | +11.2% |
| AVGO Broadcom Inc. | 34.7M | 3.0% | 112.2K | 368.45 | +26.5% |
| ANET Arista Networks, Inc. | 33.4M | 2.9% | 272.2K | 188.65 | +43.5% |
| SPGI S&P Global Inc. | 30.7M | 2.6% | 72.2K | 431.29 | -22.6% |
| BKNG Booking Holdings Inc. | 23.2M | 2.0% | 5.5K | 209.62 | -7.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 13.2M | 1.1% | 130.7K | 100.63 | +0.0% |
| AAPL Apple Inc. | 11.6M | 1.0% | 45.7K | 309.35 | +36.9% |
| CAT CATERPILLAR INC | 10.1M | 0.9% | 14.3K | 827.90 | +96.8% |
| JPM JPMORGAN CHASE & CO | 8.8M | 0.8% | 29.9K | 351.58 | +20.3% |
| JCI Johnson Controls International plc | 7.8M | 0.7% | 59.9K | 143.05 | +35.0% |
| CVX CHEVRON CORP | 6.8M | 0.6% | 32.9K | 205.27 | +34.0% |
| PG PROCTER & GAMBLE Co | 6.7M | 0.6% | 46.7K | 144.68 | -9.3% |
| USB US BANCORP \DE\ | 6.7M | 0.6% | 128.7K | 62.05 | +33.7% |
| JNJ JOHNSON & JOHNSON | 6.3M | 0.5% | 25.9K | 270.24 | +51.1% |
| AXP AMERICAN EXPRESS CO | 6.1M | 0.5% | 20.1K | 336.00 | +8.9% |
| WM WASTE MANAGEMENT INC | 6.0M | 0.5% | 25.9K | 224.06 | -2.6% |
| CME CME GROUP INC. | 5.9M | 0.5% | 19.9K | 274.98 | +0.1% |
| BLK BlackRock, Inc. | 5.8M | 0.5% | 6.1K | 1,156.55 | +2.5% |
| GS GOLDMAN SACHS GROUP INC | 5.6M | 0.5% | 6.7K | 1,039.28 | +44.2% |
| MRK Merck & Co., Inc. | 5.3M | 0.5% | 44.0K | 152.55 | +80.2% |
| KO COCA COLA CO | 5.2M | 0.4% | 68.6K | 91.10 | +28.9% |
| MCD MCDONALDS CORP | 5.2M | 0.4% | 16.6K | 270.95 | -13.5% |
| HD HOME DEPOT, INC. | 4.7M | 0.4% | 14.4K | 335.61 | -16.5% |
| IVV iShares Core S&P 500 ETF | 4.1M | 0.4% | 6.4K | 769.31 | +20.0% |
| V VISA INC. | 3.9M | 0.3% | 12.9K | 371.04 | +7.9% |
| QCOM QUALCOMM INC/DE | 3.7M | 0.3% | 29.1K | 160.75 | +3.4% |
| VZ VERIZON COMMUNICATIONS INC | 3.6M | 0.3% | 72.2K | 49.45 | +9.7% |
| PAYX PAYCHEX INC | 3.0M | 0.3% | 32.2K | 124.47 | -10.4% |
| UNH UNITEDHEALTH GROUP INC | 2.8M | 0.2% | 10.3K | 390.11 | +30.1% |
| CRM Salesforce, Inc. | 2.5M | 0.2% | 13.5K | 209.17 | -15.1% |
| VOO Vanguard S&P 500 ETF | 2.4M | 0.2% | 4.0K | 703.71 | +20.0% |
| PVAL Putnam Focused Large Cap Value ETF | 1.8M | 0.2% | 38.9K | 54.27 | +31.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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