Latest imported 13F data

Sandhill Capital Partners LLC

•CIK: 1556245•Filing: Q4 2025

**Sandhill Capital Partners LLC** manages $1.4B across a portfolio of 104 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including BCS at $90.5M and APH at $82.8M. Notable allocations also include PANW ($73.8M), ISRG ($64.8M), and GE ($59.0M). This concentration suggests a focused, conviction-driven approach across diverse growth sectors.

Total AUM
$1.4B
QoQ Performance
-2.0%
Positions
104
Top 10 Concentration
45.3%
Latest Filing
Q4 2025

Top Holdings Allocation

BIL
APH
PANW
BIL6.4%
APH5.9%
PANW5.3%
ISRG4.6%
GE4.2%
SCHW4.1%
SPXC3.9%
UBER3.7%

📈 Biggest Buys

NOW
SERVICENOW INC
+384.4%
3.6% of portfolio
GWRE
GUIDEWIRE SOFTWARE INC
+100.8%
3.0% of portfolio
SGOV
ISHARES 0-3 MONTH TREASURY BON
+103.5%
1.7% of portfolio
SPY
STATE STREET SPDR S&P 500 TRUS
NEW
0.8% of portfolio
AJG
GALLAGHER ARTHUR J & CO
+32.0%
2.6% of portfolio

📉 Biggest Sells

DHR
DANAHER CORP
-98.1%
0.0% of portfolio
SITE
SITEONE LANDSCAPE SUPPLY
-48.3%
1.1% of portfolio
APH
AMPHENOL CORP NEW CLASS CLASS
-3.1%
5.9% of portfolio
PANW
PALO ALTO NETWORKS INC
-3.3%
5.3% of portfolio
HUBB
HUBBELL INC
-4.2%
3.4% of portfolio

Sector Breakdown

Other70.5%
Consumer7.1%
Financial6.9%
Industrial5.5%
Technology4.0%
Materials2.7%
ETF1.1%
Healthcare1.1%

🚪 Exited Positionssold since Q3 2025

TMDX
TRANSMEDICS GROUP INC
SOLD
$300.0K
DHI
D R HORTON INC
SOLD
$216.8K
PGR
PROGRESSIVE CORP OH
SOLD
$212.9K
—
GOLDEN MATRIX GROUP INC
SOLD
$195.5K
—
WEALTH MINERALS LTD F
SOLD
$1.9K
+1 more exited positions

Changes from Q3 2025

NEW3 new positions
↑31 increased
↓47 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

BIL6.4%
ST STERT SPDR BLMBG 1 3 MN T B
$90.5M
APH5.9%
AMPHENOL CORP NEW CLASS CLASS
$82.8M
PANW5.3%
PALO ALTO NETWORKS INC
$73.8M
ISRG4.6%
INTUITIVE SURGICAL INC
$64.8M
GE4.2%
GE AEROSPACE
$59.0M

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