Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sandhill Capital Partners LLC (CIK 1556245) reported $1.16B across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($115.1M, 9.90%), NOW ($56.9M, 4.90%), ACM ($49.7M, 4.27%), SCHW ($48.6M, 4.18%), APH ($47.9M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | STATE STREET SPDR BLOOMBERG 1- | $115.1M | 9.90% | 1.3M | Added |
| 2 | NOW | SERVICENOW INC | $56.9M | 4.90% | 544,634 | Added |
| 3 | ACM | AECOM | $49.7M | 4.27% | 585,464 | Added |
| 4 | SCHW | CHARLES SCHWAB CORP | $48.6M | 4.18% | 517,124 | Trimmed |
| 5 | APH | AMPHENOL CORP NEW CLASS CLASS | $47.9M | 4.12% | 378,730 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $45.1M | 3.88% | 121,801 | Added |
| 7 | GE | GE AEROSPACE | $44.0M | 3.79% | 155,133 | Trimmed |
| 8 | PANW | PALO ALTO NETWORKS INC | $42.4M | 3.65% | 264,469 | Trimmed |
| 9 | UBER | UBER TECHNOLOGIES INC | $41.4M | 3.56% | 574,944 | Trimmed |
| 10 | LIN | LINDE PLC F | $41.0M | 3.53% | 82,723 | Trimmed |
| 11 | AJG | GALLAGHER ARTHUR J & CO | $37.3M | 3.20% | 172,035 | Added |
| 12 | ISRG | INTUITIVE SURGICAL INC | $36.7M | 3.16% | 79,691 | Trimmed |
| 13 | SYK | STRYKER CORP | $36.5M | 3.14% | 111,030 | New |
| 14 | GWRE | GUIDEWIRE SOFTWARE INC | $36.2M | 3.11% | 242,036 | Added |
| 15 | TXN | TEXAS INSTRS INC | $36.0M | 3.10% | 185,521 | Added |
| 16 | CR | CRANE CO | $36.1M | 3.10% | 211,009 | Added |
| 17 | AMZN | AMAZON.COM INC | $35.8M | 3.08% | 171,821 | Added |
| 18 | TT | TRANE TECHNOLOGIES PLC F | $35.8M | 3.08% | 85,966 | Trimmed |
| 19 | SPXC | SPX TECHNOLOGIES INC | $35.4M | 3.05% | 177,215 | Trimmed |
| 20 | AVGO | BROADCOM INC | $34.7M | 2.99% | 112,184 | Added |
| 21 | ANET | ARISTA NETWORKS INC | $33.4M | 2.87% | 272,232 | Trimmed |
| 22 | SPGI | S&P GLOBAL INC | $30.7M | 2.64% | 72,194 | Trimmed |
| 23 | BKNG | BOOKING HLDGS INC | $23.2M | 2.00% | 5,512 | Trimmed |
| 24 | SGOV | ISHARES 0-3 MONTH TREASURY BON | $13.2M | 1.13% | 130,697 | Trimmed |
| 25 | AAPL | APPLE INC | $11.6M | 1.00% | 45,677 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31