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Disclosery

13F-HR filed by Sandhill Capital Partners LLC

Sandhill Capital Partners LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-12, with 104 holding rows worth $1,403,901,383.

Accession
0001556245-26-000001
Filer
CIK 1556245
Filed
2026-02-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 105 entries on the cover page, a total value of $1,403,901,383 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,403,901,383 with VALUE read as dollars as filed, 13F file number 028-15042. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS990,791$90,538,476dollars as filed
AMPHENOL CORP NEW032095101COM612,842$82,819,418dollars as filed
PALO ALTO NETWORKS INC697435105COM400,833$73,833,377dollars as filed
Intuitive Surgical,Inc.46120E602COM114,484$64,839,345dollars as filed
General Electric Company369604301COM191,560$59,006,156dollars as filed
Charles Schwab Corp808513105COM572,960$57,244,476dollars as filed
SPX TECHNOLOGIES INC78473E103COM274,503$54,917,170dollars as filed
Uber Technologies90353T100COM637,915$52,124,076dollars as filed
USBANCORPDEL902973304COM NEW957,291$51,081,029dollars as filed
ServiceNow,Inc.81762P102COM327,416$50,156,932dollars as filed
ARISTA NETWORKS INC040413205COM376,227$49,297,024dollars as filed
HUBBELL INC COM443510607Stock108,310$48,101,559dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock100,135$45,456,277dollars as filed
AECOM COM00766T100Stock472,172$45,012,109dollars as filed
S&P Global,Inc.78409V104COM79,918$41,764,216dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock207,529$41,715,404dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock129,137$40,365,800dollars as filed
Linde plcG54950103COM89,933$38,346,372dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock142,909$36,983,318dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock94,543$36,796,239dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock343,650$36,598,725dollars as filed
Booking Holdings Inc.09857L108COM6,007$32,168,300dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS234,618$23,550,914dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock93,335$17,213,823dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM126,212$15,720,953dollars as filed
Broadcom Inc.11135F101COM40,352$13,965,845dollars as filed
Microsoft Corp594918104COM27,708$13,400,059dollars as filed
Apple Inc037833100COM49,255$13,390,549dollars as filed
SPY78462F103SHS16,910$11,531,267dollars as filed
JPMorgan Chase & Co46625H100COM33,274$10,721,709dollars as filed
Caterpillar Inc.149123101COM15,962$9,144,151dollars as filed
American Express Company025816109COM21,811$8,069,164dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock65,138$7,800,335dollars as filed
BlackRock,Inc.09290D101COM6,820$7,299,719dollars as filed
Procter & Gamble Co742718109COM49,028$7,026,203dollars as filed
Waste Management, Inc.94106L109COM27,575$6,058,613dollars as filed
CME Group Inc. Class A12572Q105COM22,004$6,008,852dollars as filed
Goldman Sachs Group,Inc.38141G104COM6,594$5,796,126dollars as filed
Johnson & Johnson478160104COM27,797$5,752,516dollars as filed
McDonalds Corporation580135101COM17,681$5,403,997dollars as filed
Qualcomm Incorporated747525103COM31,061$5,313,070dollars as filed
Chevron Corporation166764100COM34,565$5,268,052dollars as filed
Home Depot, Inc437076102COM15,131$5,206,749dollars as filed
Coca-Cola Company191216100COM73,973$5,171,452dollars as filed
Merck & Co.,Inc.58933Y105COM47,793$5,030,744dollars as filed
Visa Inc92826C839COM13,920$4,881,883dollars as filed
Amazon.com, Inc023135106COM20,147$4,650,331dollars as filed
UnitedHealth Group Inc91324P102COM12,826$4,233,991dollars as filed
Texas Instruments Incorporated882508104COM23,739$4,118,479dollars as filed
PAYCHEX INC704326107COM35,613$3,995,066dollars as filed
Salesforce.com, Inc79466L302COM14,886$3,943,450dollars as filed
Verizon Communications Inc92343V104COM76,537$3,117,366dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM34,912$2,633,412dollars as filed
Vanguard S&P 500 ETF922908363COM4,056$2,543,657dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,760$1,890,446dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock16,572$1,412,763dollars as filed
3M CO COM88579Y101Stock8,536$1,366,694dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock14,021$1,260,768dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS13,313$1,190,938dollars as filed
SYSCOCORP871829107COM16,074$1,184,493dollars as filed
GENERAL MILLS INC COM370334104Stock19,159$890,893dollars as filed
Tesla Motors, Inc88160R101COM1,823$819,840dollars as filed
BROADSTONE NET LEASE INC COM11135E203REIT45,769$795,008dollars as filed
Intel Corp458140100COM20,696$763,682dollars as filed
Vanguard Small-Cap ETF922908751SHS2,612$673,765dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock8,000$632,160dollars as filed
Berkshire Hathaway Inc084670702COM1,224$615,244dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock2,400$602,112dollars as filed
DOW HLDGS INC COM260557103Stock24,009$561,325dollars as filed
EXXON MOBIL CORP30231G102COM4,652$559,822dollars as filed
IJH464287507COM8,235$543,522dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,800$528,426dollars as filed
Danaher Corporation235851102COM2,263$518,046dollars as filed
IDEX CORP COM45167R104Stock2,907$517,272dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM10,635$505,801dollars as filed
M & T BK CORP COM55261F104Stock2,365$476,500dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,504$470,752dollars as filed
Honeywell Technologies438516106COM2,290$446,756dollars as filed
AT&T Inc00206R102COM17,772$441,456dollars as filed
Automatic Data Processing,Inc.053015103COM1,699$437,034dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT7,407$399,087dollars as filed
UNITED RENTALS INC COM911363109Stock452$365,813dollars as filed
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS502441306AMERICAN DEPOSITORY2,359$355,761dollars as filed
Avantis US Equity ETF025072885SHS3,018$337,345dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT2,588$337,009dollars as filed
SPDR GOLD TR78463V107GOLD SHS838$332,108dollars as filed
Intuit Inc.461202103COM497$329,223dollars as filed
Mondelez International,Inc. Class A609207105COM5,923$318,835dollars as filed
ZOETIS INC CL A98978V103Stock2,508$315,557dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS4,143$314,247dollars as filed
LAKE SHORE BANCORP INC510704109COM20,000$293,200dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS2,621$288,762dollars as filed
TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS88032Q109Equity3,646$279,101dollars as filed
Adobe Inc00724F101COM762$266,692dollars as filed
Walt Disney Co254687106COM2,343$266,563dollars as filed
iShares Russell 2000 ETF464287655SHS1,045$257,301dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock287$252,262dollars as filed
TRUIST FINL CORP COM89832Q109Stock4,818$237,094dollars as filed
MasterCard, Inc57636Q104COM400$228,352dollars as filed
International Business Machines Corporation459200101COM745$220,676dollars as filed
GRACO INC COM384109104Stock2,547$208,778dollars as filed
VanEck Bitcoin Trust92189K105SHS8,416$208,128dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock710$206,088dollars as filed
GAIN THERAPEUTICS INC36269B105COM15,400$49,588dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001556245-26-000001this filing2026-02-12acceptance time not in the bulk data set