2026 Q1 Portfolio Activity
In 2026 Q1, Sandhill Capital Partners LLC maintained a portfolio of 112 distinct positions. The most significant new addition was STRYKER CORP, now representing 3.14% of the total fund value. They heavily accumulated shares in STATE STREET SPDR BLOOMBERG 1-, increasing the position by 26.8%. Conversely, Sandhill Capital Partners LLC completely exited their position in HUBBELL INC.
Position History
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Total Positions
112
Quarter
2026 Q1
Top Holding
BIL (9.9%)
Top 10 Concentration
45.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 112
Sandhill Capital Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BIL
STATE STREET SP...
|
ETF | 9.90% | 6.45% |
#1
Prev: #1
|
8.5 |
—
|
265,522 | 26.8% |
P
S
|
1,256,313 | $115,128,498 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 4.90% | 3.57% |
#2
8
Prev: #10
|
6.5 |
—
|
217,218 | 66.3% |
P
S
|
544,634 | $56,941,452 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACM
AECOM
|
Industrials | 4.27% | 3.21% |
#3
11
Prev: #14
|
5.2 |
—
|
113,292 | 24.0% |
P
S
|
585,464 | $49,659,031 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 4.18% | 4.08% |
#4
2
Prev: #6
|
2.7 |
—
|
-55,836 | -9.7% |
P
S
|
517,124 | $48,599,327 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
APH
AMPHENOL CORP N...
|
Technology | 4.12% | 5.90% |
#5
3
Prev: #2
|
2.1 |
—
|
-234,112 | -38.2% |
P
S
|
378,730 | $47,852,479 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.88% | 0.95% |
#6
21
Prev: #27
|
4.6 |
—
|
94,093 | 339.6% |
P
S
|
121,801 | $45,087,217 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GE
GE AEROSPACE
|
Industrials | 3.79% | 4.20% |
#7
2
Prev: #5
|
2.0 |
—
|
-36,427 | -19.0% |
P
S
|
155,133 | $44,022,139 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 3.65% | 5.26% |
#8
5
Prev: #3
|
1.5 |
—
|
-136,364 | -34.0% |
P
S
|
264,469 | $42,399,616 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 3.56% | 3.71% |
#9
1
Prev: #8
|
1.9 |
—
|
-62,971 | -9.9% |
P
S
|
574,944 | $41,355,743 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LIN
LINDE PLC F
|
Basic Materials | 3.53% | 2.73% |
#10
8
Prev: #18
|
1.9 |
—
|
-7,210 | -8.0% |
P
S
|
82,723 | $41,010,936 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 3.20% | 2.63% |
#11
8
Prev: #19
|
3.8 |
—
|
29,126 | 20.4% |
P
S
|
172,035 | $37,259,392 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 3.16% | 4.62% |
#12
8
Prev: #4
|
1.3 |
—
|
-34,793 | -30.4% |
P
S
|
79,691 | $36,736,630 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SYK
STRYKER CORP
|
Healthcare | 3.14% | — |
#13
Prev: #—
|
4.8 |
—
|
111,030 | — |
NEW
|
111,030 | $36,483,479 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 3.11% | 2.97% |
#14
2
Prev: #16
|
3.2 |
—
|
34,507 | 16.6% |
P
S
|
242,036 | $36,198,964 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CR
CRANE CO
|
Industrials | 3.10% | 1.23% |
#15
9
Prev: #24
|
4.2 |
—
|
117,674 | 126.1% |
P
S
|
211,009 | $36,082,591 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 3.10% | 0.29% |
#16
33
Prev: #49
|
4.2 |
—
|
161,782 | 681.5% |
P
S
|
185,521 | $36,017,047 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 3.08% | 2.62% |
#17
3
Prev: #20
|
1.7 |
—
|
-8,577 | -9.1% |
P
S
|
85,966 | $35,825,673 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 3.08% | 0.33% |
#18
29
Prev: #47
|
4.2 |
—
|
151,674 | 752.8% |
P
S
|
171,821 | $35,785,243 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPXC
SPX TECHNOLOGIE...
|
Industrials | 3.05% | 3.91% |
#19
12
Prev: #7
|
1.2 |
—
|
-97,288 | -35.4% |
P
S
|
177,215 | $35,432,387 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.99% | 0.99% |
#20
6
Prev: #26
|
4.2 |
—
|
71,832 | 178.0% |
P
S
|
112,184 | $34,722,056 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 2.87% | 3.51% |
#21
10
Prev: #11
|
1.1 |
—
|
-103,995 | -27.6% |
P
S
|
272,232 | $33,424,645 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 2.64% | 2.97% |
#22
7
Prev: #15
|
1.6 |
—
|
-7,724 | -9.7% |
P
S
|
72,194 | $30,707,076 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BKNG
BOOKING HLDGS I...
|
Consumer Cyclical | 2.00% | 2.29% |
#23
1
Prev: #22
|
1.3 |
—
|
-495 | -8.2% |
P
S
|
5,512 | $23,206,274 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SGOV
ISHARES 0-3 MON...
|
ETF | 1.13% | 1.68% |
#24
1
Prev: #23
|
0.5 |
—
|
-103,921 | -44.3% |
P
S
|
130,697 | $13,155,989 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.00% | 0.95% |
#25
3
Prev: #28
|
0.9 |
—
|
-3,578 | -7.3% |
P
S
|
45,677 | $11,592,290 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.87% | 0.65% |
#26
5
Prev: #31
|
0.8 |
—
|
-1,711 | -10.7% |
P
S
|
14,251 | $10,096,263 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.76% | 0.76% |
#27
3
Prev: #30
|
0.8 |
—
|
-3,345 | -10.1% |
P
S
|
29,929 | $8,803,915 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 0.67% | 0.56% |
#28
5
Prev: #33
|
0.8 |
—
|
-5,279 | -8.1% |
P
S
|
59,859 | $7,838,536 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.59% | 0.38% |
#29
13
Prev: #42
|
0.7 |
—
|
-1,643 | -4.8% |
P
S
|
32,922 | $6,811,665 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.58% | 0.50% |
#30
5
Prev: #35
|
0.7 |
—
|
-2,350 | -4.8% |
P
S
|
46,678 | $6,742,243 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
USB
US BANCORP DEL
|
Financial Services | 0.58% | 3.64% |
#31
22
Prev: #9
|
0.2 |
—
|
-828,603 | -86.6% |
P
S
|
128,688 | $6,693,063 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.54% | 0.41% |
#32
7
Prev: #39
|
0.7 |
—
|
-1,898 | -6.8% |
P
S
|
25,899 | $6,330,680 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.52% | 0.57% |
#33
1
Prev: #32
|
0.7 |
—
|
-1,750 | -8.0% |
P
S
|
20,061 | $6,068,051 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.51% | 0.43% |
#34
2
Prev: #36
|
0.7 |
—
|
-1,661 | -6.0% |
P
S
|
25,914 | $5,954,778 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CME
CME GROUP INC C...
|
Financial Services | 0.51% | 0.43% |
#35
2
Prev: #37
|
0.7 |
—
|
-2,086 | -9.5% |
P
S
|
19,918 | $5,882,781 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLK
BLACKROCK INC N...
|
Financial Services | 0.50% | 0.52% |
#36
2
Prev: #34
|
0.7 |
—
|
-764 | -11.2% |
P
S
|
6,056 | $5,824,116 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.48% | 0.41% |
#37
1
Prev: #38
|
0.7 |
—
|
63 | 1.0% |
P
S
|
6,657 | $5,631,755 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRK
MERCK & CO. INC...
|
Healthcare | 0.46% | 0.36% |
#38
7
Prev: #45
|
0.7 |
—
|
-3,773 | -7.9% |
P
S
|
44,020 | $5,295,226 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KO
THE COCA-COLA C...
|
Consumer Defensive | 0.45% | 0.37% |
#39
5
Prev: #44
|
0.7 |
—
|
-5,328 | -7.2% |
P
S
|
68,645 | $5,220,490 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.44% | 0.38% |
#40
Prev: #40
|
0.7 |
—
|
-1,087 | -6.1% |
P
S
|
16,594 | $5,157,249 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.41% | 0.37% |
#41
2
Prev: #43
|
0.7 |
—
|
-723 | -4.8% |
P
S
|
14,408 | $4,738,647 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.36% | 0.13% |
#42
13
Prev: #55
|
3.1 |
—
|
3,591 | 130.1% |
P
S
|
6,351 | $4,148,676 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC CLASS ...
|
Financial Services | 0.34% | 0.35% |
#43
3
Prev: #46
|
0.6 |
—
|
-1,018 | -7.3% |
P
S
|
12,902 | $3,899,500 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.32% | 0.38% |
#44
3
Prev: #41
|
0.6 |
—
|
-1,984 | -6.4% |
P
S
|
29,077 | $3,744,536 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.31% | 0.22% |
#45
7
Prev: #52
|
0.6 |
—
|
-4,367 | -5.7% |
P
S
|
72,170 | $3,622,926 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PAYX
PAYCHEX INC
|
Technology | 0.26% | 0.28% |
#46
4
Prev: #50
|
0.6 |
—
|
-3,382 | -9.5% |
P
S
|
32,231 | $2,969,120 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.24% | 0.30% |
#47
1
Prev: #48
|
0.6 |
—
|
-2,518 | -19.6% |
P
S
|
10,308 | $2,789,242 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.22% | 0.28% |
#48
3
Prev: #51
|
0.6 |
—
|
-1,369 | -9.2% |
P
S
|
13,517 | $2,523,218 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.21% | 0.18% |
#49
5
Prev: #54
|
0.6 |
—
|
-31 | -0.8% |
P
S
|
4,025 | $2,405,146 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PVAL
PUTNAM FOCUSED ...
|
ETF | 0.16% | — |
#50
Prev: #—
|
3.6 |
—
|
38,902 | — |
NEW
|
38,902 | $1,805,053 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 112 holdings