Sandhill Capital Partners LLC
CIK 1556245
13F filing for Q2 2026・No. 2,245
- Holdings
- US$1.23B
- Quarter change
- +US$67.44M
- Entries
- 98
- Net bought (estimate)
- −US$30.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 10
- Cut 39
- Added 30
- Corporate actions 0
- Unchanged 16
Largest holdings
98 stocks worth US$1.23B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STATE STREET SPDR BLOOMBERG 1-COM | Cut | 1,093,403 | US$100.2M | 8.15% |
| APHAMPHENOL CORP NEW CLASS ACOM | Cut | 330,298 | US$58.24M | 4.73% |
| GEGE AEROSPACECOM | Cut | 141,688 | US$52.95M | 4.30% |
| TXNTEXAS INSTRS INCCOM | Cut | 171,972 | US$51.26M | 4.17% |
| SYKSTRYKER CORPCOM | Added | 157,336 | US$49.54M | 4.03% |
| PANWPALO ALTO NETWORKS INCCOM | AddedSplit 1:2 | 141,336 | US$48.2M | 3.92% |
| SCHWCHARLES SCHWAB CORPCOM | Cut | 474,705 | US$43.8M | 3.56% |
| MSFTMicrosoftCOM | Cut | 114,044 | US$42.54M | 3.46% |
| NOWSERVICENOW INCCOM | Cut | 418,829 | US$41.58M | 3.38% |
| FSSFEDERAL SIGNAL CORPCOM | New | 317,427 | US$40.79M | 3.32% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.