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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922908751

VB|922908751

Shares:2.6K

Value:$586.1K

% of Portfolio:0.0% ($586.1K/$1.2B)

INTEL CORP

INTC|458140100

Shares:24.9K

Value:$565.4K

% of Portfolio:0.0% ($565.4K/$1.2B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:2.4K

Value:$558.6K

% of Portfolio:0.0% ($558.6K/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.5K

Value:$530.2K

% of Portfolio:0.0% ($530.2K/$1.2B)

IDEX CORP /DE/

IEX|45167R104

Shares:2.9K

Value:$526.1K

% of Portfolio:0.0% ($526.1K/$1.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.7K

Value:$519.1K

% of Portfolio:0.0% ($519.1K/$1.2B)

464287507

IJH|464287507

Shares:8.8K

Value:$514.4K

% of Portfolio:0.0% ($514.4K/$1.2B)

Mondelez International, Inc.

MDLZ|609207105

Shares:7.0K

Value:$477.9K

% of Portfolio:0.0% ($477.9K/$1.2B)

AT&T INC.

T|00206R102

Shares:16.9K

Value:$477.5K

% of Portfolio:0.0% ($477.5K/$1.2B)

ADOBE INC.

ADBE|00724F101

Shares:1.1K

Value:$417.3K

% of Portfolio:0.0% ($417.3K/$1.2B)

M&T BANK CORP

MTB|55261F104

Shares:2.2K

Value:$391.8K

% of Portfolio:0.0% ($391.8K/$1.2B)

Extra Space Storage Inc.

EXR|30225T102

Shares:2.6K

Value:$384.3K

% of Portfolio:0.0% ($384.3K/$1.2B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.8K

Value:$376.8K

% of Portfolio:0.0% ($376.8K/$1.2B)

GRACO INC

GGG|384109104

Shares:3.8K

Value:$320.8K

% of Portfolio:0.0% ($320.8K/$1.2B)

92206C813

Shares:4.1K

Value:$314.5K

% of Portfolio:0.0% ($314.5K/$1.2B)

INTUIT INC.

INTU|461202103

Shares:497

Value:$305.2K

% of Portfolio:0.0% ($305.2K/$1.2B)

502441306

Shares:2.4K

Value:$292.2K

% of Portfolio:0.0% ($292.2K/$1.2B)

Walt Disney Co

DIS|254687106

Shares:2.9K

Value:$288.8K

% of Portfolio:0.0% ($288.8K/$1.2B)

UNITED RENTALS, INC.

URI|911363109

Shares:452

Value:$283.3K

% of Portfolio:0.0% ($283.3K/$1.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:958

Value:$276.0K

% of Portfolio:0.0% ($276.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$586.1K	0.0% ($586.1K/$1.2B)	QoQ NEW(+$586.1K) YoY NEW(+$586.1K)
INTEL CORP(INTCcusip458140100)	24.9K	QoQ -0.08% (-22) YoY +1.40% (-346)	All Managers (Combined)	$565.4K	0.0% ($565.4K/$1.2B)	QoQ +13.16% (-$65.8K) YoY -47.86% (-$519.0K)
LABCORP HOLDINGS INC.(LHcusip504922105)	2.4K	QoQ 0.00% (+0) YoY NEW(+2.4K)	All Managers (Combined)	$558.6K	0.0% ($558.6K/$1.2B)	QoQ +1.49% (+$8.2K) YoY NEW(+$558.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.5K	QoQ -4.00% (-186) YoY +51.32% (+1.5K)	All Managers (Combined)	$530.2K	0.0% ($530.2K/$1.2B)	QoQ +6.13% (-$30.6K) YoY +54.82% (+$187.7K)
IDEX CORP /DE/(IEXcusip45167R104)	2.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$526.1K	0.0% ($526.1K/$1.2B)	QoQ -13.53% (-$82.3K) YoY -25.83% (-$183.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$519.1K	0.0% ($519.1K/$1.2B)	QoQ +4.37% (+$21.7K) YoY +22.33% (+$94.8K)
(IJHcusip464287507)	8.8K	QoQ +4.01% (-340) YoY +12.37% (+971)	All Managers (Combined)	$514.4K	0.0% ($514.4K/$1.2B)	QoQ -2.59% (-$13.7K) YoY +7.95% (+$37.9K)
Mondelez International, Inc.(MDLZcusip609207105)	7.0K	QoQ 0.00% (+0) YoY +5.22% (+350)	All Managers (Combined)	$477.9K	0.0% ($477.9K/$1.2B)	QoQ +13.59% (+$57.2K) YoY +1.99% (+$9.4K)
AT&T INC.(Tcusip00206R102)	16.9K	QoQ -3.56% (-625) YoY -1.60% (-276)	All Managers (Combined)	$477.5K	0.0% ($477.5K/$1.2B)	QoQ +19.76% (-$78.8K) YoY +58.09% (-$175.5K)
ADOBE INC.(ADBEcusip00724F101)	1.1K	QoQ -0.09% (-1) YoY -98.03% (-54.4K)	All Managers (Combined)	$417.3K	0.0% ($417.3K/$1.2B)	QoQ -13.83% (-$67.0K) YoY -98.50% (-$27.6M)
M&T BANK CORP(MTBcusip55261F104)	2.2K	QoQ -1.65% (-37) YoY +1.20% (+26)	All Managers (Combined)	$391.8K	0.0% ($391.8K/$1.2B)	QoQ -6.50% (-$27.3K) YoY +24.37% (+$76.8K)
Extra Space Storage Inc.(EXRcusip30225T102)	2.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$384.3K	0.0% ($384.3K/$1.2B)	QoQ -0.74% (-$2.9K) YoY +1.01% (+$3.9K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$376.8K	0.0% ($376.8K/$1.2B)	QoQ -0.46% (-$1.7K) YoY -1.77% (-$6.8K)
GRACO INC(GGGcusip384109104)	3.8K	QoQ 0.00% (-0) YoY -98.96% (-368.1K)	All Managers (Combined)	$320.8K	0.0% ($320.8K/$1.2B)	QoQ -0.92% (-$3.0K) YoY -99.07% (-$34.4M)
(cusip92206C813)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$314.5K	0.0% ($314.5K/$1.2B)	QoQ NEW(+$314.5K) YoY NEW(+$314.5K)
INTUIT INC.(INTUcusip461202103)	497	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$305.2K	0.0% ($305.2K/$1.2B)	QoQ -2.30% (-$7.2K) YoY -5.54% (-$17.9K)
(cusip502441306)✕	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$292.2K	0.0% ($292.2K/$1.2B)	QoQ -5.21% (-$16.1K) YoY -31.57% (-$134.8K)
Walt Disney Co(DIScusip254687106)	2.9K	QoQ -33.56% (-1.5K) YoY -46.76% (-2.6K)	All Managers (Combined)	$288.8K	0.0% ($288.8K/$1.2B)	QoQ -41.10% (-$201.6K) YoY -57.05% (-$383.7K)
UNITED RENTALS, INC.(URIcusip911363109)	452	QoQ -9.96% (-50) YoY -24.91% (-150)	All Managers (Combined)	$283.3K	0.0% ($283.3K/$1.2B)	QoQ -19.89% (-$70.4K) YoY -34.74% (-$150.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	958	QoQ +2.02% (+19) YoY NEW(+958)	All Managers (Combined)	$276.0K	0.0% ($276.0K/$1.2B)	QoQ +21.41% (+$48.7K) YoY NEW(+$276.0K)