Sandhill-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ADBE",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "QCOM",
  "ISRG",
  "HUBB",
  "BKNG",
  "IJH",
  null,
  "LHX",
  "LIN",
  "GANX",
  null,
  "MSFT",
  "MDLZ",
  "GE",
  null,
  "ANET",
  "PAYX",
  "PANW",
  "PGR",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "GS",
  "INTC",
  "PG",
  "MRK",
  "VZ",
  "TMDX",
  "IEFA",
  "SPGI",
  "NOW",
  "GLD",
  null,
  null,
  null,
  null,
  "TXN",
  "TFC",
  "TYL",
  "UBER",
  null,
  "SITE",
  "SCHW",
  "GGG",
  "EW",
  "TT",
  null,
  "LFUS",
  "APH",
  "WM",
  "IEX",
  "AMZN",
  "ACM",
  "USB",
  null,
  "VB",
  "VOO",
  "MTB",
  "JCI",
  "LH",
  "SPXC",
  "CRM",
  "SYY",
  "ZBH",
  "EXR",
  "ADP",
  "BNL",
  "CDNS",
  "CVX",
  "KO",
  "CL",
  "DHR",
  "NKE",
  "IWM",
  "DIS",
  "XOM",
  "JNJ",
  "URI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 93
Total Value: 1216025276
Accession Number: 0001556245-25-000003
Form Type: 13F-HR
CIK: sandhill-capital-partners
Manager Name: Sandhill-Capital-Partners

Data Enrichment

88% identified

82 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

93 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R663

Shares:1.3M

Value:$121.6M

% of Portfolio:10.0% ($121.6M/$1.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:416.5K

Value:$71.1M

% of Portfolio:5.8% ($71.1M/$1.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:301.6K

Value:$60.4M

% of Portfolio:5.0% ($60.4M/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:117.3K

Value:$58.1M

% of Portfolio:4.8% ($58.1M/$1.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:67.3K

Value:$53.6M

% of Portfolio:4.4% ($53.6M/$1.2B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:89.4K

Value:$52.0M

% of Portfolio:4.3% ($52.0M/$1.2B)

Uber Technologies, Inc

UBER|90353T100

Shares:683.3K

Value:$49.8M

% of Portfolio:4.1% ($49.8M/$1.2B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:189.4K

Value:$48.2M

% of Portfolio:4.0% ($48.2M/$1.2B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:592.6K

Value:$46.4M

% of Portfolio:3.8% ($46.4M/$1.2B)

AECOM

ACM|00766T100

Shares:489.0K

Value:$45.3M

% of Portfolio:3.7% ($45.3M/$1.2B)

LINDE PLC

LIN|G54950103

Shares:91.0K

Value:$42.4M

% of Portfolio:3.5% ($42.4M/$1.2B)

US BANCORP \DE\

USB|902973304

Shares:999.4K

Value:$42.2M

% of Portfolio:3.5% ($42.2M/$1.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:636.3K

Value:$41.7M

% of Portfolio:3.4% ($41.7M/$1.2B)

S&P Global Inc.

SPGI|78409V104

Shares:81.9K

Value:$41.6M

% of Portfolio:3.4% ($41.6M/$1.2B)

HUBBELL INC

HUBB|443510607

Shares:113.4K

Value:$37.5M

% of Portfolio:3.1% ($37.5M/$1.2B)

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:305.0K

Value:$37.0M

% of Portfolio:3.0% ($37.0M/$1.2B)

SPX Technologies, Inc.

SPXC|78473E103

Shares:282.1K

Value:$36.3M

% of Portfolio:3.0% ($36.3M/$1.2B)

Trane Technologies plc

TT|G8994E103

Shares:95.6K

Value:$32.2M

% of Portfolio:2.6% ($32.2M/$1.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:149.5K

Value:$30.6M

% of Portfolio:2.5% ($30.6M/$1.2B)

LITTELFUSE INC /DE

LFUS|537008104

Shares:148.0K

Value:$29.1M

% of Portfolio:2.4% ($29.1M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R663)✕	1.3M	QoQ +26.05% (+274.0K) YoY -29.03% (-542.5K)	All Managers (Combined)	$121.6M	10.0% ($121.6M/$1.2B)	QoQ +26.46% (+$25.4M) YoY -29.09% (-$49.9M)
Palo Alto Networks Inc(PANWcusip697435105)	416.5K	QoQ -1.91% (-8.1K) YoY +78.17% (+182.7K)	All Managers (Combined)	$71.1M	5.8% ($71.1M/$1.2B)	QoQ -8.01% (-$6.2M) YoY +7.00% (+$4.7M)
GENERAL ELECTRIC CO(GEcusip369604301)	301.6K	QoQ -1.82% (-5.6K) YoY NEW(+301.6K)	All Managers (Combined)	$60.4M	5.0% ($60.4M/$1.2B)	QoQ +17.80% (-$9.1M) YoY NEW(+$60.4M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	117.3K	QoQ -9.59% (-12.4K) YoY -17.82% (-25.4K)	All Managers (Combined)	$58.1M	4.8% ($58.1M/$1.2B)	QoQ -14.21% (-$9.6M) YoY +1.98% (-$1.1M)
ServiceNow, Inc.(NOWcusip81762P102)	67.3K	QoQ -1.82% (-1.3K) YoY -11.21% (-8.5K)	All Managers (Combined)	$53.6M	4.4% ($53.6M/$1.2B)	QoQ -26.27% (-$19.1M) YoY -7.28% (-$4.2M)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	89.4K	QoQ -4.83% (-4.5K) YoY -13.45% (-13.9K)	All Managers (Combined)	$52.0M	4.3% ($52.0M/$1.2B)	QoQ -4.05% (-$2.2M) YoY +18.39% (-$8.1M)
Uber Technologies, Inc(UBERcusip90353T100)	683.3K	QoQ -4.73% (-33.9K) YoY -1.12% (-7.7K)	All Managers (Combined)	$49.8M	4.1% ($49.8M/$1.2B)	QoQ +15.07% (-$6.5M) YoY -6.42% (-$3.4M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	189.4K	QoQ -1.60% (-3.1K) YoY NEW(+189.4K)	All Managers (Combined)	$48.2M	4.0% ($48.2M/$1.2B)	QoQ -16.71% (-$9.7M) YoY NEW(+$48.2M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	592.6K	QoQ -1.75% (-10.6K) YoY -19.51% (-143.7K)	All Managers (Combined)	$46.4M	3.8% ($46.4M/$1.2B)	QoQ +3.91% (-$1.7M) YoY -12.90% (-$6.9M)
AECOM(ACMcusip00766T100)	489.0K	QoQ +41.42% (+143.2K) YoY NEW(+489.0K)	All Managers (Combined)	$45.3M	3.7% ($45.3M/$1.2B)	QoQ +22.77% (+$8.4M) YoY NEW(+$45.3M)
LINDE PLC(LINcusipG54950103)	91.0K	QoQ -0.58% (-540) YoY -7.41% (-7.3K)	All Managers (Combined)	$42.4M	3.5% ($42.4M/$1.2B)	QoQ +10.56% (-$4.0M) YoY -7.15% (-$3.3M)
US BANCORP \DE\(USBcusip902973304)	999.4K	QoQ -7.34% (-79.2K) YoY -15.34% (-181.1K)	All Managers (Combined)	$42.2M	3.5% ($42.2M/$1.2B)	QoQ -18.21% (-$9.4M) YoY -20.03% (-$10.6M)
AMPHENOL CORP /DE/(APHcusip032095101)	636.3K	QoQ +9.37% (+54.5K) YoY +72.02% (-266.4K)	All Managers (Combined)	$41.7M	3.4% ($41.7M/$1.2B)	QoQ +3.29% (+$1.3M) YoY -2.18% (-$931.7K)
S&P Global Inc.(SPGIcusip78409V104)	81.9K	QoQ -1.45% (-1.2K) YoY -20.80% (-21.5K)	All Managers (Combined)	$41.6M	3.4% ($41.6M/$1.2B)	QoQ +0.53% (-$222.7K) YoY -5.42% (-$2.4M)
HUBBELL INC(HUBBcusip443510607)	113.4K	QoQ -1.52% (-1.8K) YoY NEW(+113.4K)	All Managers (Combined)	$37.5M	3.1% ($37.5M/$1.2B)	QoQ -22.20% (-$10.7M) YoY NEW(+$37.5M)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	305.0K	QoQ -1.33% (-4.1K) YoY +18.00% (-46.5K)	All Managers (Combined)	$37.0M	3.0% ($37.0M/$1.2B)	QoQ -9.07% (-$3.7M) YoY -17.90% (-$8.1M)
SPX Technologies, Inc.(SPXCcusip78473E103)	282.1K	QoQ -1.35% (-3.9K) YoY NEW(+282.1K)	All Managers (Combined)	$36.3M	3.0% ($36.3M/$1.2B)	QoQ -12.70% (-$5.3M) YoY NEW(+$36.3M)
Trane Technologies plc(TTcusipG8994E103)	95.6K	QoQ NEW(+95.6K) YoY NEW(+95.6K)	All Managers (Combined)	$32.2M	2.6% ($32.2M/$1.2B)	QoQ NEW(+$32.2M) YoY NEW(+$32.2M)
DANAHER CORP /DE/(DHRcusip235851102)	149.5K	QoQ +51.73% (+51.0K) YoY +25.81% (+30.7K)	All Managers (Combined)	$30.6M	2.5% ($30.6M/$1.2B)	QoQ +35.50% (+$8.0M) YoY +3.28% (+$975.2K)
LITTELFUSE INC /DE(LFUScusip537008104)	148.0K	QoQ -0.75% (-1.1K) YoY -22.54% (-43.1K)	All Managers (Combined)	$29.1M	2.4% ($29.1M/$1.2B)	QoQ -17.14% (-$6.0M) YoY -37.11% (-$17.2M)