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CIK: 0001556245
Total reported value
$1.2B
$1.2B
95 檔
30.2%
According to the latest 13F quarterly dataset, Sandhill Capital Partners LLC managed an equity portfolio of $1.2B at the end of Q4 2024, spanning 95 distinct U.S. exchange-listed positions.
During Q4 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 | 7.54% | -1.75% | -10.22% | |
| 2 | PANW | Palo Alto Networks Inc | Stock-Tech | 6.06% | +0.27% | +86.66% | |
| 3 | NOW | Servicenow Inc | Stock-Tech | 5.70% | -1.52% | -6.83% | |
| 4 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.31% | -0.55% | -6.78% | |
| 5 | CDNS | Cadence Design Sys Inc | Stock-Tech | 4.53% | — | -6.47% | |
| 6 | TYL | Tyler Technologies Inc | Stock-Tech | 4.25% | — | -6.66% | |
| 7 | USB | US Bancorp | Stock-Financials | 4.04% | +0.03% | -6.66% | |
| 8 | GE | General Electric | Stock-Industrials | 4.02% | +0.51% | -6.34% | |
| 9 | HUBB | Hubbell Inc | Stock-Industrials | 3.78% | -0.02% | EXIT | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.50% | -0.62% | -23.39% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 3.39% | -0.47% | -6.33% | |
| 12 | SPXC | Spx Technologies Inc | Stock-Industrials | 3.26% | +0.19% | -6.56% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 3.24% | -2.64% | EXIT | |
| 14 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 3.19% | — | -13.48% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 3.17% | +0.61% | -6.26% | |
| 16 | LIN | Linde plc | Stock-Materials | 3.01% | -0.30% | -5.29% | |
| 17 | ACM | Aecom | Stock-Industrials | 2.90% | -1.92% | — | |
| 18 | LFUS | Littelfuse Inc | Stock-Tech | 2.75% | — | -5.87% | |
| 19 | ILMN | Illumina Inc | Stock-Healthcare | 2.75% | — | -6.60% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.42% | -2.00% | EXIT | |
| 21 | ✓ | Stock-Other | 2.37% | — | — | ||
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.77% | — | -4.16% | |
| 23 | ZTS | Zoetis Inc | Stock-Healthcare | 1.19% | -0.03% | EXIT | |
| 24 | ✓ | Stock-Other | 1.07% | — | — | ||
| 25 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.09% | -0.32% | |
| 26 | ✓ | Stock-Other | 0.94% | — | -4.37% | ||
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.42% | -0.26% | |
| 28 | ✓ | Stock-Other | 0.87% | — | — | ||
| 29 | ✓ | Stock-Other | 0.57% | — | -0.83% | ||
| 30 | ✓ | Stock-Other | 0.55% | — | -0.32% | ||
| 31 | AXP | American Express Co | Stock-Financials | 0.53% | +0.06% | -1.35% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.06% | +0.58% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.31% | -0.49% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | +0.18% | |
| 35 | ✓ | Stock-Other | 0.43% | — | -0.51% | ||
| 36 | ✓ | Stock-Other | 0.43% | — | +0.17% | ||
| 37 | ✓ | Stock-Other | 0.41% | — | -1.67% | ||
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.40% | +0.01% | +0.56% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.15% | +0.58% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.07% | +0.55% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.09% | +0.43% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | — | +1.06% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.05% | — | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.34% | +1.07% | +0.66% | |
| 45 | ✓ | Stock-Other | 0.33% | — | +0.87% | ||
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.32% | — | -1.10% | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.31% | -0.01% | +1.32% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | +0.57% | |
| 49 | SYY | Sysco CORP | Stock-Consumer Staples | 0.30% | +0.01% | +1.29% | |
| 50 | ✓ | Stock-Other | 0.26% | — | +0.22% |
According to official SEC Form 13F filings, Sandhill Capital Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 95 disclosed positions in Q4 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, NOW) accounted for 30.2% of total reported equity market value during Q4 2024.
During Q4 2024, Sandhill Capital Partners LLC's top holdings by market value included BIL (7.5%)、PANW (6.1%)、NOW (5.7%). The largest single position, BIL, represented 7.5% of total portfolio value.
In Q4 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.
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