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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Booking Holdings Inc.

BKNG|09857L108

Shares:6.1K

Value:$28.2M

% of Portfolio:2.3% ($28.2M/$1.2B)

Arista Networks, Inc.

ANET|040413205

Shares:252.8K

Value:$19.6M

% of Portfolio:1.6% ($19.6M/$1.2B)

Zoetis Inc.

ZTS|98978V103

Shares:93.8K

Value:$15.5M

% of Portfolio:1.3% ($15.5M/$1.2B)

Apple Inc.

AAPL|037833100

Shares:48.3K

Value:$10.7M

% of Portfolio:0.9% ($10.7M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:27.4K

Value:$10.3M

% of Portfolio:0.8% ($10.3M/$1.2B)

Broadcom Inc.

AVGO|11135F101

Shares:51.1K

Value:$8.6M

% of Portfolio:0.7% ($8.6M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:30.3K

Value:$7.4M

% of Portfolio:0.6% ($7.4M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:39.7K

Value:$6.8M

% of Portfolio:0.6% ($6.8M/$1.2B)

BlackRock, Inc.

BLK|09290D101

Shares:6.9K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:27.4K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:22.8K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.2B)

CHEVRON CORP

CVX|166764100

Shares:34.7K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:11.0K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

PAYCHEX INC

PAYX|704326107

Shares:36.8K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:14.8K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.2B)

Johnson Controls International plc

JCI|G51502105

Shares:67.4K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.2B)

MCDONALDS CORP

MCD|580135101

Shares:17.2K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:16.1K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.2B)

COCA COLA CO

KO|191216100

Shares:73.3K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:31.9K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Booking Holdings Inc.(BKNGcusip09857L108)	6.1K	QoQ -1.65% (-103) YoY -11.03% (-759)	All Managers (Combined)	$28.2M	2.3% ($28.2M/$1.2B)	QoQ -8.80% (-$2.7M) YoY +12.99% (-$3.2M)
Arista Networks, Inc.(ANETcusip040413205)	252.8K	QoQ NEW(+252.8K) YoY NEW(+252.8K)	All Managers (Combined)	$19.6M	1.6% ($19.6M/$1.2B)	QoQ NEW(+$19.6M) YoY NEW(+$19.6M)
Zoetis Inc.(ZTScusip98978V103)	93.8K	QoQ +0.64% (+600) YoY -29.56% (-39.4K)	All Managers (Combined)	$15.5M	1.3% ($15.5M/$1.2B)	QoQ +1.70% (+$259.3K) YoY -31.46% (-$7.1M)
Apple Inc.(AAPLcusip037833100)	48.3K	QoQ -0.40% (-197) YoY +7.80% (+3.5K)	All Managers (Combined)	$10.7M	0.9% ($10.7M/$1.2B)	QoQ -11.65% (-$1.4M) YoY +39.65% (+$3.0M)
MICROSOFT CORP(MSFTcusip594918104)	27.4K	QoQ +0.62% (-170) YoY +1.16% (-314)	All Managers (Combined)	$10.3M	0.8% ($10.3M/$1.2B)	QoQ -10.38% (-$1.2M) YoY -9.73% (-$1.1M)
Broadcom Inc.(AVGOcusip11135F101)	51.1K	QoQ -0.82% (-424) YoY +790.43% (+45.3K)	All Managers (Combined)	$8.6M	0.7% ($8.6M/$1.2B)	QoQ -28.37% (-$3.4M) YoY +12.48% (+$949.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	30.3K	QoQ +0.11% (+34) YoY -0.83% (-254)	All Managers (Combined)	$7.4M	0.6% ($7.4M/$1.2B)	QoQ +2.44% (+$177.3K) YoY +21.44% (-$1.3M)
PROCTER & GAMBLE Co(PGcusip742718109)	39.7K	QoQ +0.86% (+341) YoY +4.49% (+1.7K)	All Managers (Combined)	$6.8M	0.6% ($6.8M/$1.2B)	QoQ +2.53% (+$167.2K) YoY +9.75% (+$601.7K)
BlackRock, Inc.(BLKcusip09290D101)	6.9K	QoQ +0.37% (-26) YoY NEW(+6.9K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ -7.31% (-$514.0K) YoY NEW(+$6.5M)
WASTE MANAGEMENT INC(WMcusip94106L109)	27.4K	QoQ +0.48% (+131) YoY +0.94% (+256)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ +15.27% (+$840.7K) YoY +9.63% (+$557.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	22.8K	QoQ -0.07% (-17) YoY -1.65% (-384)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.2B)	QoQ -9.41% (-$638.3K) YoY +16.21% (-$856.8K)
CHEVRON CORP(CVXcusip166764100)	34.7K	QoQ +1.13% (+389) YoY +7.11% (+2.3K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.2B)	QoQ +16.80% (+$836.3K) YoY +13.60% (+$695.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	11.0K	QoQ -0.02% (-3) YoY +1.25% (+136)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ +3.50% (-$194.6K) YoY +7.20% (+$385.8K)
PAYCHEX INC(PAYXcusip704326107)	36.8K	QoQ +0.61% (+226) YoY +6.93% (+2.4K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ +10.70% (+$548.8K) YoY +34.34% (+$1.5M)
HOME DEPOT, INC.(HDcusip437076102)	14.8K	QoQ +0.79% (-117) YoY +5.16% (+727)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.2B)	QoQ -5.02% (-$287.3K) YoY +0.47% (+$25.6K)
Johnson Controls International plc(JCIcusipG51502105)	67.4K	QoQ +0.65% (+439) YoY -0.87% (-596)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.2B)	QoQ +2.16% (+$114.2K) YoY +21.56% (-$957.7K)
MCDONALDS CORP(MCDcusip580135101)	17.2K	QoQ +1.04% (+178) YoY +7.41% (+1.2K)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.2B)	QoQ +8.87% (+$439.0K) YoY +19.00% (+$859.7K)
CATERPILLAR INC(CATcusip149123101)	16.1K	QoQ +0.58% (-93) YoY -1.50% (-246)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ -8.55% (-$496.0K) YoY -11.35% (-$678.8K)
COCA COLA CO(KOcusip191216100)	73.3K	QoQ +1.13% (+822) YoY +9.29% (+6.2K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ +16.33% (+$737.6K) YoY +27.94% (+$1.1M)
QUALCOMM INC/DE(QCOMcusip747525103)	31.9K	QoQ +0.90% (+285) YoY -0.41% (-134)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ +0.89% (+$43.5K) YoY -9.64% (-$523.4K)