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 ETFs Only

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
$0
$11.6 Million 0.91% of portfolio
115,276
Q3 2025 New
$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%
$0
$1.14 Million 0.09% of portfolio
13,105
Q3 2025 Added 26.95%
$0
$664,000 0.05% of portfolio
2,612
Q3 2025 Reduced 1.17%
$0
$532,000 0.04% of portfolio
8,157
Q3 2025 Reduced 7.48%
$0
$367,000 0.03% of portfolio
6,792
Q3 2025 Added 70.01%
$0
$321,000 0.03% of portfolio
4,143
Q1 2025 New
$130B
$354,000 0.03% of portfolio
996
Q3 2025 Added 3.97%
$0
$269,000 0.02% of portfolio
2,417
Q3 2025 Added 0.21%
$0
$212,000 0.02% of portfolio
877
Q3 2025 Reduced 22.93%
$0
$219,000 0.02% of portfolio
2,017
Q3 2025 New

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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