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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 2026-06-30, filed 2026-08-13, with 98 holding rows worth $1,230,063,882.

Accession
0001556245-26-000004
Filer
CIK 1556245
Filed
2026-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 98 entries on the cover page, a total value of $1,230,063,882 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,230,063,882 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 ETF78468R663SHS1,093,403$100,199,489dollars as filed
AMPHENOL CORP NEW032095101COM330,298$58,238,100dollars as filed
General Electric Company369604301COM141,688$52,952,876dollars as filed
Texas Instruments Incorporated882508104COM171,972$51,259,620dollars as filed
Stryker Corporation863667101COM157,336$49,535,571dollars as filed
PALO ALTO NETWORKS INC697435105COM141,336$48,198,288dollars as filed
Charles Schwab Corp808513105COM474,705$43,801,044dollars as filed
Microsoft Corp594918104COM114,044$42,540,841dollars as filed
ServiceNow,Inc.81762P102COM418,829$41,581,312dollars as filed
FEDERAL SIGNAL CORP313855108COM317,427$40,786,241dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock182,692$40,753,177dollars as filed
SPX TECHNOLOGIES INC78473E103COM162,378$39,810,239dollars as filed
Linde plcG54950103COM76,581$39,740,833dollars as filed
FORGENT POWER SOLUTIONS INC34631F102COM SHS CL A709,880$39,653,897dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock317,667$39,088,974dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock78,544$38,577,447dollars as filed
Amazon.com, Inc023135106COM161,658$38,529,663dollars as filed
ARISTA NETWORKS INC040413205COM225,238$38,263,431dollars as filed
Broadcom Inc.11135F101COM101,048$38,170,853dollars as filed
Uber Technologies90353T100COM526,933$38,023,507dollars as filed
Intuitive Surgical,Inc.46120E602COM80,839$32,147,946dollars as filed
BADGER METER INC COM056525108Stock201,632$29,918,156dollars as filed
AECOM COM00766T100Stock414,675$28,944,323dollars as filed
Caterpillar Inc.149123101COM13,642$14,527,366dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS135,571$13,647,889dollars as filed
Apple Inc037833100COM46,137$13,350,203dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS15,417$11,545,938dollars as filed
JPMorgan Chase & Co46625H100COM29,817$9,759,999dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock59,039$8,626,188dollars as filed
USBANCORPDEL902973304COM NEW125,132$7,557,973dollars as filed
American Express Company025816109COM21,036$7,115,427dollars as filed
Goldman Sachs Group,Inc.38141G104COM6,759$6,835,850dollars as filed
Johnson & Johnson478160104COM25,662$6,517,320dollars as filed
Visa Inc92826C839COM18,746$6,431,565dollars as filed
Procter & Gamble Co742718109COM43,763$6,417,480dollars as filed
BlackRock,Inc.09290D101COM6,028$5,796,284dollars as filed
Waste Management, Inc.94106L109COM25,623$5,710,854dollars as filed
Merck & Co.,Inc.58933Y105COM44,059$5,661,646dollars as filed
Coca-Cola Company191216100COM68,054$5,530,789dollars as filed
Chevron Corporation166764100COM32,632$5,409,163dollars as filed
PUTNAM ETF TRUST746729300FOCUSED LAR CAP103,276$5,261,912dollars as filed
Qualcomm Incorporated747525103COM27,281$5,041,256dollars as filed
Home Depot, Inc437076102COM13,449$4,743,193dollars as filed
UnitedHealth Group Inc91324P102COM11,253$4,677,084dollars as filed
McDonalds Corporation580135101COM16,753$4,528,503dollars as filed
FIDELITY COVINGTON TRUST316092360FUNDAMENTAL LARG76,760$4,521,932dollars as filed
CME Group Inc. Class A12572Q105COM19,986$4,413,508dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS50,355$4,217,231dollars as filed
Vanguard S&P 500 ETF922908363COM4,968$3,411,826dollars as filed
PAYCHEX INC704326107COM33,210$3,265,539dollars as filed
Verizon Communications Inc92343V104COM75,721$3,206,020dollars as filed
iShares S&P 500 Growth ETF464287309SHS21,938$3,017,135dollars as filed
IJH464287507COM39,100$3,015,019dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH34,211$1,705,760dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS15,497$1,533,924dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS15,157$1,463,909dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock15,822$1,431,258dollars as filed
3M CO COM88579Y101Stock8,324$1,347,739dollars as filed
SYSCOCORP871829107COM16,074$1,343,465dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock13,999$1,205,174dollars as filed
Salesforce.com, Inc79466L302COM5,992$938,707dollars as filed
Vanguard Small-Cap ETF922908751SHS2,502$758,406dollars as filed
Berkshire Hathaway Inc084670702COM1,488$744,580dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock8,000$733,440dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock2,400$672,000dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF12,765$669,014dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,869$667,930dollars as filed
IDEX CORP COM45167R104Stock2,907$659,744dollars as filed
GENERAL MILLS INC COM370334104Stock18,684$650,203dollars as filed
DOW HLDGS INC COM260557103Stock23,656$647,228dollars as filed
EXXON MOBIL CORP30233Q108COM4,582$626,451dollars as filed
UNITED RENTALS INC COM911363109Stock452$512,066dollars as filed
Avantis US Equity ETF025072885SHS3,611$462,545dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,164$428,794dollars as filed
NVIDIA Corp67066G104COM2,089$418,007dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT7,440$395,590dollars as filed
M & T BK CORP COM55261F104Stock1,608$382,720dollars as filed
Automatic Data Processing,Inc.053015103COM1,699$380,491dollars as filed
VANGUARD NY TAX FREE FDS92204H400TAX EXEMPT BD3,461$359,912dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT2,388$346,976dollars as filed
iShares Russell 2000 ETF464287655SHS1,138$341,981dollars as filed
Mondelez International,Inc. Class A609207105COM5,860$338,942dollars as filed
AT&T Inc00206R102COM16,320$337,824dollars as filed
LAKE SHORE BANCORP INC510704109COM18,218$324,470dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS4,130$310,782dollars as filed
TERADYNE INC COM880770102Stock593$286,917dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock287$280,720dollars as filed
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS502441306AMERICAN DEPOSITORY2,359$260,905dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS3,411$243,034dollars as filed
TRUIST FINL CORP COM89832Q109Stock4,818$240,033dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock700$231,084dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock978$216,216dollars as filed
International Business Machines Corporation459200101COM753$211,751dollars as filed
D R HORTON INC COM23331A109Stock1,279$208,324dollars as filed
TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS88032Q109Equity3,646$201,332dollars as filed
GAIN THERAPEUTICS INC36269B105COM15,400$31,262dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock10,131$19,452dollars as filed
NEVGOLD CORP NEW F641536107COM10,000$14,900dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001556245-26-000004this filing2026-08-13acceptance time not in the bulk data set