Sandhill Capital Partners LLC Portfolio Holdings

Sandhill Capital Partners LLC

  • $1.28 Billion
  • Q3 2025

Sandhill Capital Partners LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $85.3M, Palo Alto Networks Inc with a value of $84.4M, Amphenol Corp with a value of $78.2M, Uber Technologies, Inc with a value of $64.2M, and Aecom with a value of $63.5M.

Examining the 13F form we can see an increase of $131M in the current position value, from $1.15B to 1.28B.

Sandhill Capital Partners LLC is based out at Buffalo, NY

Below you can find more details about Sandhill Capital Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Billion
Technology: $463 Million
Industrials: $326 Million
Financial Services: $214 Million
ETFs: $104 Million
Healthcare: $93.6 Million
Consumer Cyclical: $50.6 Million
Consumer Defensive: $14.4 Million
Energy: $5.92 Million
Other: $6.96 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.3 Million 6.67% of portfolio
929,940
Q3 2025 New
$61.4B
$84.4 Million 6.6% of portfolio
414,545
Q3 2025 Reduced 0.46%
$79.6B
$78.2 Million 6.12% of portfolio
632,231
Q3 2025 Reduced 0.64%
$181B
$64.2 Million 5.02% of portfolio
655,374
Q3 2025 New
$18.6B
$63.5 Million 4.97% of portfolio
486,768
Q3 2025 New
$169B
$62.2 Million 4.86% of portfolio
67,598
Q3 2025 New
$328B
$59.1 Million 4.62% of portfolio
196,540
Q3 2025 Reduced 34.83%
$167B
$56.2 Million 4.4% of portfolio
589,042
Q3 2025 Reduced 0.6%
$9.56B
$52.7 Million 4.12% of portfolio
282,030
Q3 2025 New
$193B
$52.6 Million 4.12% of portfolio
117,681
Q3 2025 New
$23.2B
$48.6 Million 3.8% of portfolio
113,005
Q3 2025 Reduced 0.36%
$67.6B
$48 Million 3.76% of portfolio
993,794
Q3 2025 Reduced 0.56%
$19.5B
$46.9 Million 3.67% of portfolio
89,735
Q3 2025 Added 0.41%
$86.4B
$46.5 Million 3.64% of portfolio
132,394
Q3 2025 Reduced 30.11%
$96.9B
$40.9 Million 3.2% of portfolio
97,046
Q3 2025 New
$159B
$39.9 Million 3.12% of portfolio
81,939
Q3 2025 New
$191B
$33.4 Million 2.61% of portfolio
6,192
Q3 2025 New
$5.79B
$31.5 Million 2.46% of portfolio
244,216
Q3 2025 New
$18.7B
$23.8 Million 1.86% of portfolio
103,328
Q3 2025 New
$160B
$23.3 Million 1.82% of portfolio
117,431
Q3 2025 Reduced 21.44%
$139B
$14.1 Million 1.11% of portfolio
42,855
Q3 2025 Reduced 16.11%
$3.78T
$14.2 Million 1.11% of portfolio
27,503
Q3 2025 Added 0.52%
$4.3T
$12.5 Million 0.98% of portfolio
49,245
Q3 2025 Added 1.9%
$0
$11.6 Million 0.91% of portfolio
115,276
Q3 2025 New
$881B
$11 Million 0.86% of portfolio
34,937
Q3 2025 Added 15.49%
$291B
$7.68 Million 0.6% of portfolio
16,098
Q3 2025 Added 0.17%
$255B
$7.53 Million 0.59% of portfolio
22,682
Q3 2025 Reduced 0.64%
$81.8B
$7.26 Million 0.57% of portfolio
66,073
Q3 2025 Reduced 1.95%
$346B
$6.21 Million 0.49% of portfolio
40,426
Q3 2025 Added 1.81%
$367B
$6.09 Million 0.48% of portfolio
15,027
Q3 2025 Added 1.51%
$85.9B
$6.07 Million 0.47% of portfolio
27,478
Q3 2025 Added 0.3%
$100B
$5.97 Million 0.47% of portfolio
22,094
Q3 2025 New
$224B
$5.33 Million 0.42% of portfolio
17,527
Q3 2025 Added 1.71%
$303B
$5.4 Million 0.42% of portfolio
34,791
Q3 2025 Added 0.15%
$265B
$5.31 Million 0.42% of portfolio
6,674
Q3 2025 Added 2.21%
$522B
$5.19 Million 0.41% of portfolio
28,017
Q3 2025 Added 1.2%
$187B
$5.19 Million 0.41% of portfolio
31,226
Q3 2025 Reduced 2.16%
$300B
$5.02 Million 0.39% of portfolio
14,527
Q3 2025 Added 32.5%
$306B
$4.92 Million 0.38% of portfolio
74,169
Q3 2025 Added 1.14%
$533B
$4.72 Million 0.37% of portfolio
13,836
Q3 2025 New
$40.4B
$4.64 Million 0.36% of portfolio
36,597
Q3 2025 Reduced 0.49%
$177B
$4.65 Million 0.36% of portfolio
23,876
Q3 2025 Added 2.78%
$2.39T
$4.46 Million 0.35% of portfolio
20,318
Q3 2025 Added 0.64%
$235B
$4.04 Million 0.32% of portfolio
48,094
Q3 2025 Added 3.81%
$237B
$3.96 Million 0.31% of portfolio
16,712
Q3 2025 Reduced 0.11%
$172B
$3.56 Million 0.28% of portfolio
81,058
Q3 2025 Reduced 1.59%
$0
$1.82 Million 0.14% of portfolio
2,726
Q3 2025 Reduced 4.05%
$0
$1.56 Million 0.12% of portfolio
2,549
Q3 2025 Added 16.45%
$18.9B
$1.38 Million 0.11% of portfolio
14,021
Q3 2025 Reduced 2.6%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $1.28 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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