Sandhill Capital Partners LLC — 13F holdings

Sandhill Capital Partners LLC reported 98 holdings worth $1.23B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. BIL SPDR SERIES TRUST — $100M (8.1%)
2. APH AMPHENOL CORP NEW — $58.2M (4.7%)
3. GE GE AEROSPACE — $53.0M (4.3%)
4. TXN TEXAS INSTRS INC — $51.3M (4.2%)
5. SYK STRYKER CORPORATION — $49.5M (4.0%)
6. PANW PALO ALTO NETWORKS INC — $48.2M (3.9%)
7. SCHW SCHWAB CHARLES CORP — $43.8M (3.6%)
8. MSFT MICROSOFT CORP — $42.5M (3.5%)
9. NOW SERVICENOW INC — $41.6M (3.4%)
10. FSS FEDERAL SIGNAL CORP — $40.8M (3.3%)