StockDriftsStockDriftsTop 50 Sandhill Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP NEW CLASS A | 4.73% | 330.3K | $58.2M | -12.79%(-48.43K) | $36.30(+363.48%) | 2026-06-30 | |
| GE | GE AEROSPACE | 4.3% | 141.7K | $53.0M | -8.67%(-13.45K) | $153.60(+141.10%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 4.17% | 172.0K | $51.3M | -7.30%(-13.55K) | $181.24(+56.48%) | 2026-06-30 | |
| SYK | STRYKER CORP | 4.03% | 157.3K | $49.5M | +41.71%(+46.31K) | $334.27(-0.78%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.92% | 141.3K | $48.2M | -46.56%(-123.13K) | $73.64(+413.59%) | 2026-06-30 | |
| SCHW | CHARLES SCHWAB CORP | 3.56% | 474.7K | $43.8M | -8.20%(-42.42K) | $56.87(+95.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.46% | 114.0K | $42.5M | -6.37%(-7.76K) | $387.49(+25.44%) | 2026-06-30 | |
| FSS | FEDERAL SIGNAL CORP | 3.32% | 317.4K | $40.8M | new | $116.63(+8.15%) | 2026-06-30 | |
| CR | CRANE CO | 3.31% | 182.7K | $40.8M | -13.42%(-28.32K) | $454.03(-51.91%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.13% | 161.7K | $38.5M | -5.91%(-10.16K) | $217.60(+20.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.01% | +33.14% | +7.71% | +44.96% |
| Top 20 Holdings Unweighted | +11.32% | +37.95% | +7.75% | +45.26% |
Sandhill Capital Partners LLC reports $1.23B in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are APH (4.7%), GE (4.3%) and TXN (4.2%). The top 20 holdings account for 49.37% of reported assets. Its disclosed equity book has returned +33.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sandhill Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1556245). View Sandhill Capital Partners LLC’s 13F filings on SEC