StockDriftsStockDriftsTop 50 Sandhill Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORP | 4.18% | 517.1K | $48.6M | -9.75%(-55.84K) | $56.87(+57.26%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW CLASS CLASS | 4.12% | 378.7K | $47.9M | -38.20%(-234.11K) | $36.30(+255.93%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.88% | 121.8K | $45.1M | +339.59%(+94.09K) | $387.49(+5.66%) | 2026-03-31 | |
| GE | GE AEROSPACE | 3.79% | 155.1K | $44.0M | -19.02%(-36.43K) | $153.60(+89.80%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.65% | 264.5K | $42.4M | -34.02%(-136.36K) | $73.64(+223.48%) | 2026-03-31 | |
| AJG | GALLAGHER ARTHUR J & CO | 3.2% | 172.0K | $37.3M | +20.38%(+29.13K) | $295.67(-33.14%) | 2026-03-31 | |
| SYK | STRYKER CORP | 3.14% | 111.0K | $36.5M | new | $340.03(-10.15%) | 2026-03-31 | |
| CR | CRANE CO | 3.1% | 211.0K | $36.1M | +126.08%(+117.67K) | $454.03(-60.52%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 3.1% | 185.5K | $36.0M | +681.50%(+161.78K) | $181.24(+70.03%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 3.08% | 171.8K | $35.8M | +752.84%(+151.67K) | $217.60(+22.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.75% | +63.25% |
| Top 20 Holdings Unweighted | +18.45% | +66.18% |
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