13F Insight
DOSSIER · 13F-HR · Q2 2026

Sandhill Capital Partners LLC

$1.2B in tracked AUM across 98 positions as of Q2 2026.

SC
CIK 0001556245 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
98
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sandhill Capital Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BIL
STATE STREET SPDR BLOOMBERG 1-
$100M1.1M8.1%02
APH
AMPHENOL CORP NEW CLASS A
$58M330K4.7%03
GE
GE AEROSPACE
$53M142K4.3%04
TXN
TEXAS INSTRS INC
$51M172K4.2%05
SYK
STRYKER CORP
$50M157K4.0%06
PANW
PALO ALTO NETWORKS INC
$48M141K3.9%07
SCHW
CHARLES SCHWAB CORP
$44M475K3.6%08
MSFT
MICROSOFT CORP
$43M114K3.5%09
NOW
SERVICENOW INC
$42M419K3.4%10
FSS
FEDERAL SIGNAL CORP
$41M317K3.3%

Filing history

2026Q2Jun 30
$1.2B▲ 5.8%
98 positionsView →2026Q1Mar 31
$1.2B▼ 17.2%
96 positionsView →2025Q4Dec 31
$1.4B▼ 2.0%
105 positionsView →2025Q3Sep 30
$1.4B▲ 2.9%
108 positionsView →2025Q2Jun 30
$1.4B▲ 14.5%
101 positionsLocked2025Q1Mar 31
$1.2B▼ 4.6%
94 positionsLocked2024Q4Dec 31
$1.3B▼ 9.1%
96 positionsLocked2024Q3Sep 30
$1.4B▲ 7.6%
94 positionsLocked2024Q2Jun 30
$1.3B▲ 4.3%
89 positionsLocked2024Q1Mar 31
$1.2B▲ 3.8%
91 positionsLocked2023Q4Dec 31
$1.2B▲ 12.5%
87 positionsLocked2023Q3Sep 30
$1.1B▼ 2.5%
87 positionsLocked
Showing 12 of 58