Sandhill Capital Partners LLC Portfolio Holdings

Sandhill Capital Partners LLC

  • $1.15 Billion
  • Q1 2025

Sandhill Capital Partners LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $122M, Palo Alto Networks Inc with a value of $71.1M, General Electric CO with a value of $60.4M, Intuitive Surgical Inc with a value of $58.1M, and Service Now, Inc. with a value of $53.6M.

Examining the 13F form we can see an decrease of $82M in the current position value, from $1.23B to 1.15B.

Sandhill Capital Partners LLC is based out at Buffalo, NY

Below you can find more details about Sandhill Capital Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.15 Billion
Technology: $390 Million
Industrials: $275 Million
Financial Services: $151 Million
ETFs: $127 Million
Healthcare: $122 Million
Consumer Cyclical: $46.8 Million
Consumer Defensive: $20 Million
Energy: $6.34 Million
Other: $8.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$122 Million 10.6% of portfolio
1,325,659
Q1 2025 Added 26.05%
$57.7B
$71.1 Million 6.19% of portfolio
416,478
Q1 2025 Reduced 1.91%
$253B
$60.4 Million 5.26% of portfolio
301,589
Q1 2025 Reduced 1.83%
$199B
$58.1 Million 5.06% of portfolio
117,285
Q1 2025 Reduced 9.6%
$210B
$53.6 Million 4.67% of portfolio
67,322
Q1 2025 Reduced 1.83%
$24B
$52 Million 4.53% of portfolio
89,366
Q1 2025 Reduced 4.84%
$182B
$49.8 Million 4.34% of portfolio
683,279
Q1 2025 Reduced 4.73%
$88.2B
$48.2 Million 4.2% of portfolio
189,429
Q1 2025 Reduced 1.61%
$161B
$46.4 Million 4.04% of portfolio
592,615
Q1 2025 Reduced 1.76%
$15.3B
$45.3 Million 3.95% of portfolio
488,978
Q1 2025 Added 41.43%
$66.7B
$42.2 Million 3.68% of portfolio
999,362
Q1 2025 Reduced 7.34%
$51.7B
$41.7 Million 3.64% of portfolio
636,323
Q1 2025 Added 9.37%
$170B
$41.6 Million 3.63% of portfolio
81,881
Q1 2025 Reduced 1.45%
$21.1B
$37.5 Million 3.27% of portfolio
113,418
Q1 2025 Reduced 1.53%
$5.53B
$37 Million 3.23% of portfolio
305,017
Q1 2025 Reduced 1.34%
$6.98B
$36.3 Million 3.17% of portfolio
282,124
Q1 2025 Reduced 1.36%
$143B
$30.6 Million 2.67% of portfolio
149,486
Q1 2025 Added 51.73%
$5.36B
$29.1 Million 2.54% of portfolio
147,975
Q1 2025 Reduced 0.76%
$211B
$28.2 Million 2.46% of portfolio
6,122
Q1 2025 Reduced 1.65%
$76.3B
$15.5 Million 1.35% of portfolio
93,849
Q1 2025 New
$3.39T
$10.7 Million 0.94% of portfolio
48,325
Q1 2025 Reduced 0.41%
$3.39T
$10.3 Million 0.9% of portfolio
27,362
Q1 2025 Added 0.63%
$92.6B
$8.55 Million 0.75% of portfolio
51,084
Q1 2025 Reduced 0.82%
$785B
$7.42 Million 0.65% of portfolio
30,250
Q1 2025 Added 0.11%
$387B
$6.77 Million 0.59% of portfolio
39,708
Q1 2025 Added 0.87%
$94.4B
$6.34 Million 0.55% of portfolio
27,397
Q1 2025 Added 0.48%
$224B
$6.14 Million 0.54% of portfolio
22,829
Q1 2025 Reduced 0.07%
$278B
$5.81 Million 0.51% of portfolio
34,740
Q1 2025 Added 1.13%
$273B
$5.74 Million 0.5% of portfolio
10,964
Q1 2025 Reduced 0.03%
$56.2B
$5.67 Million 0.49% of portfolio
36,776
Q1 2025 Added 0.62%
$234B
$5.38 Million 0.47% of portfolio
17,232
Q1 2025 Added 1.04%
$67.5B
$5.4 Million 0.47% of portfolio
67,388
Q1 2025 Added 0.66%
$390B
$5.43 Million 0.47% of portfolio
14,804
Q1 2025 Added 0.8%
$187B
$5.3 Million 0.46% of portfolio
16,071
Q1 2025 Added 0.58%
$311B
$5.25 Million 0.46% of portfolio
73,332
Q1 2025 Added 1.13%
$171B
$4.9 Million 0.43% of portfolio
31,915
Q1 2025 Added 0.9%
$396B
$4.59 Million 0.4% of portfolio
27,686
Q1 2025 Added 3.88%
$291B
$4.49 Million 0.39% of portfolio
16,731
Q1 2025 New
$177B
$4.52 Million 0.39% of portfolio
23,230
Q1 2025 Added 1.28%
$193B
$4.16 Million 0.36% of portfolio
46,329
Q1 2025 Added 8.42%
$36.7B
$3.87 Million 0.34% of portfolio
51,564
Q1 2025 Added 3.44%
$185B
$3.74 Million 0.33% of portfolio
82,370
Q1 2025 Added 3.57%
$2.09T
$3.84 Million 0.33% of portfolio
20,189
Q1 2025 Added 1.29%
$79.5B
$3.62 Million 0.32% of portfolio
57,099
Q1 2025 Added 7.02%
$211B
$3.57 Million 0.31% of portfolio
6,530
Q1 2025 New
$54.9B
$3.39 Million 0.3% of portfolio
82,377
Q1 2025 Added 8.87%
$32.7B
$2.93 Million 0.26% of portfolio
49,074
Q1 2025 Reduced 19.96%
$21.2B
$2.29 Million 0.2% of portfolio
65,685
Q1 2025 Added 2.59%
$20.3B
$1.63 Million 0.14% of portfolio
14,395
Q4 2024 Reduced 0.19%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $1.15 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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