13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001556245
Total reported value
$1.2B
$1.2B
93 檔
31.0%
In Q3 2024, Sandhill Capital Partners LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 93 disclosed stock positions.
During Q3 2024, Sandhill Capital Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.67% | -1.75% | +30.74% | |
| 2 | PANW | Palo Alto Networks Inc | Stock-Tech | 5.54% | +0.27% | -1.54% | |
| 3 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.87% | -0.55% | -1.38% | |
| 4 | NOW | Servicenow Inc | Stock-Tech | 4.69% | -1.52% | -1.50% | |
| 5 | GE | General Electric | Stock-Industrials | 4.41% | +0.51% | +20.19% | |
| 6 | TMDX | Transmedics Group Inc | Stock-Healthcare | 4.39% | — | -9.75% | |
| 7 | TYL | Tyler Technologies Inc | Stock-Tech | 4.19% | — | -1.46% | |
| 8 | UBER | Uber Technologies Inc | Stock-Industrials | 4.10% | -0.47% | -1.40% | |
| 9 | CDNS | Cadence Design Sys Inc | Stock-Tech | 3.98% | — | +124.21% | |
| 10 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 3.84% | — | -1.61% | |
| 11 | USB | US Bancorp | Stock-Financials | 3.77% | +0.03% | -1.13% | |
| 12 | HUBB | Hubbell Inc | Stock-Industrials | 3.76% | -0.02% | EXIT | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.64% | -0.62% | +8.30% | |
| 14 | SPXC | Spx Technologies Inc | Stock-Industrials | 3.48% | +0.19% | -1.39% | |
| 15 | LIN | Linde plc | Stock-Materials | 3.29% | -0.30% | -0.87% | |
| 16 | SPGI | S&p Global Inc | Stock-Financials | 3.26% | -2.64% | EXIT | |
| 17 | TECH | Bio-techne CORP | Stock-Healthcare | 3.17% | — | -2.22% | |
| 18 | LFUS | Littelfuse Inc | Stock-Tech | 2.99% | — | -16.10% | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 2.88% | +0.61% | -1.44% | |
| 20 | ILMN | Illumina Inc | Stock-Healthcare | 2.62% | — | +0.09% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 2.04% | — | -12.46% | |
| 22 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.01% | -2.00% | EXIT | |
| 23 | ZTS | Zoetis Inc | Stock-Healthcare | 1.34% | -0.03% | EXIT | |
| 24 | CSGP | Costar Group Inc | Stock-Real Estate | 1.28% | — | -0.94% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.42% | +2.74% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.09% | +5.71% | |
| 27 | ✓ | Stock-Other | 0.66% | — | +904.16% | ||
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.06% | +1.73% | |
| 29 | ✓ | Stock-Other | 0.47% | — | — | ||
| 30 | ✓ | Stock-Other | 0.46% | — | +1.14% | ||
| 31 | ✓ | Stock-Other | 0.46% | — | +2.25% | ||
| 32 | AXP | American Express Co | Stock-Financials | 0.45% | +0.06% | +3.01% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.31% | -0.06% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.02% | +2.90% | |
| 35 | ✓ | Stock-Other | 0.40% | — | +2.57% | ||
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.09% | +1.49% | |
| 37 | ✓ | Stock-Other | 0.38% | — | +2.31% | ||
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.07% | +2.79% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | — | +4.63% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.15% | +5.16% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.35% | +0.01% | +2.79% | |
| 42 | ✓ | Stock-Other | 0.34% | — | +3.99% | ||
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.34% | — | +48.07% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.34% | +1.07% | +2.46% | |
| 45 | GIS | General Mills Inc | Stock-Consumer Staples | 0.32% | -0.01% | +3.81% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.01% | +3.10% | |
| 47 | DOW | Dow Inc | Stock-Materials | 0.28% | -0.03% | +4.06% | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.27% | +0.01% | +3.44% | |
| 49 | ✓ | Stock-Other | 0.25% | — | +3.02% | ||
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.24% | — | +6.45% |
According to official SEC Form 13F filings, Sandhill Capital Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 93 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, PANW, ISRG) accounted for 31.0% of total reported equity market value during Q3 2024.
During Q3 2024, Sandhill Capital Partners LLC's top holdings by market value included BIL (7.7%)、PANW (5.5%)、ISRG (4.9%). The largest single position, BIL, represented 7.7% of total portfolio value.
In Q3 2024, Sandhill Capital Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.