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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JOHNSON & JOHNSON

JNJ|478160104

Shares:27.7K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

Salesforce, Inc.

CRM|79466L302

Shares:16.7K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:23.2K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.2B)

Merck & Co., Inc.

MRK|58933Y105

Shares:46.3K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.2B)

SYSCO CORP

SYY|871829107

Shares:51.6K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:20.2K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:82.4K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

NIKE, Inc.

NKE|654106103

Shares:57.1K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:6.5K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:82.4K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

GENERAL MILLS INC

GIS|370334104

Shares:49.1K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.2B)

DOW INC.

DOW|260557103

Shares:65.7K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.2B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:14.4K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

464287200

IVV|464287200

Shares:2.8K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

Edwards Lifesciences Corp

EW|28176E108

Shares:18.1K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.2B)

3M CO

MMM|88579Y101

Shares:8.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.2B)

922908363

VOO|922908363

Shares:2.2K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.2B)

46432F842

IEFA|46432F842

Shares:10.3K

Value:$780.9K

% of Portfolio:0.1% ($780.9K/$1.2B)

Broadstone Net Lease, Inc.

BNL|11135E203

Shares:45.8K

Value:$779.9K

% of Portfolio:0.1% ($779.9K/$1.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:8.0K

Value:$749.6K

% of Portfolio:0.1% ($749.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	27.7K	QoQ +3.88% (+1.0K) YoY +8.00% (+2.1K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ +19.12% (+$737.2K) YoY +13.23% (+$536.5K)
Salesforce, Inc.(CRMcusip79466L302)	16.7K	QoQ NEW(+16.7K) YoY NEW(+16.7K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	23.2K	QoQ +1.28% (-294) YoY +8.05% (+1.7K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.2B)	QoQ -2.93% (-$126.3K) YoY +11.45% (+$429.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	46.3K	QoQ +8.42% (-3.6K) YoY +13.21% (-5.4K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.2B)	QoQ -2.17% (-$92.3K) YoY -22.98% (-$1.2M)
SYSCO CORP(SYYcusip871829107)	51.6K	QoQ +3.43% (+1.7K) YoY -0.92% (-481)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ +1.51% (+$57.8K) YoY -8.41% (-$355.7K)
AMAZON COM INC(AMZNcusip023135106)	20.2K	QoQ +1.28% (-257) YoY NEW(+20.2K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.2B)	QoQ -12.16% (-$531.8K) YoY NEW(+$3.8M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	82.4K	QoQ +3.56% (+2.8K) YoY +8.30% (+6.3K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +17.47% (+$555.8K) YoY +17.07% (+$544.9K)
NIKE, Inc.(NKEcusip654106103)	57.1K	QoQ +7.02% (-3.7K) YoY +63.63% (+22.2K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ -10.21% (-$412.6K) YoY +10.52% (+$345.2K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	82.4K	QoQ +8.86% (+6.7K) YoY +15.31% (+10.9K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +3.26% (+$107.3K) YoY +21.73% (+$605.1K)
GENERAL MILLS INC(GIScusip370334104)	49.1K	QoQ -19.96% (-12.2K) YoY -15.29% (-8.9K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.2B)	QoQ -24.96% (-$976.0K) YoY -27.61% (-$1.1M)
DOW INC.(DOWcusip260557103)	65.7K	QoQ +2.59% (-1.7K) YoY -1.94% (-1.3K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.2B)	QoQ -10.72% (-$275.5K) YoY -40.89% (-$1.6M)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	14.4K	QoQ 0.00% (+0) YoY -1.20% (-175)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ +7.14% (+$108.7K) YoY -15.27% (-$293.7K)
(IVVcusip464287200)	2.8K	QoQ -3.20% (-94) YoY +4.87% (+132)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -7.60% (-$131.3K) YoY +12.08% (+$172.1K)
Edwards Lifesciences Corp(EWcusip28176E108)	18.1K	QoQ -11.72% (-2.4K) YoY -11.72% (-2.4K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.2B)	QoQ -13.57% (-$205.7K) YoY -33.04% (-$646.4K)
3M CO(MMMcusip88579Y101)	8.5K	QoQ -14.09% (-1.4K) YoY -10.01% (-950)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.2B)	QoQ -2.26% (-$29.0K) YoY +24.59% (-$247.4K)
(VOOcusip922908363)	2.2K	QoQ +17.81% (+331) YoY NEW(+2.2K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.2B)	QoQ +12.36% (+$123.7K) YoY NEW(+$1.1M)
(IEFAcusip46432F842)	10.3K	QoQ +33.59% (+2.6K) YoY +16.49% (+1.5K)	All Managers (Combined)	$780.9K	0.1% ($780.9K/$1.2B)	QoQ +43.80% (+$237.9K) YoY +18.74% (+$123.3K)
Broadstone Net Lease, Inc.(BNLcusip11135E203)	45.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$779.9K	0.1% ($779.9K/$1.2B)	QoQ +7.44% (+$54.0K) YoY +8.74% (+$62.7K)
COLGATE PALMOLIVE CO(CLcusip194162103)	8.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$749.6K	0.1% ($749.6K/$1.2B)	QoQ +3.06% (+$22.3K) YoY +4.05% (+$29.2K)