Sandhill Capital Partners LLC reported 37 positions worth $625.91M for the quarter ended Jun 30, 2026, up 18.9% on the prior quarter. It opened 4 new positions, added to 7, trimmed 18 and exited 4. Its largest holding is Amphenol Corp at 9.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FSS Federal Signal Corp | +317.4K | – | $40.79M | 6.52% |
| BMI Badger Meter Inc | +201.6K | – | $29.92M | 4.78% |
| SYK Stryker Corp | +46.3K | +41.7% | $14.58M | 7.91% |
| AXP American Express Co | +975 | +4.9% | $329.79K | 1.14% |
| TER Teradyne, Inc | +593 | – | $286.92K | 0.046% |
| IBM International Business Machines Corp | +753 | – | $211.75K | 0.034% |
| AAPL Apple Inc. | +460 | +1.0% | $133.11K | 2.13% |
| PAYX Paychex Inc | +979 | +3.0% | $96.27K | 0.522% |
| MCD Mcdonalds Corp | +159 | +1.0% | $42.98K | 0.724% |
| BRK-B Berkshire Hathaway Inc | +78 | +5.5% | $39.03K | 0.119% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PANW Palo Alto Networks Inc | -123.1K | -46.6% | $41.99M | 7.7% |
| AJG Arthur J. Gallagher & Co. | -172.0K | -100.0% | $37.26M | Exited |
| APH Amphenol Corp | -96.9K | -12.8% | $8.54M | 9.3% |
| ANET Arista Networks, Inc. | -47.0K | -17.3% | $7.98M | 6.11% |
| CR Crane Co | -28.3K | -13.4% | $6.32M | 6.51% |
| GE General Electric Co | -13.4K | -8.7% | $5.02M | 8.46% |
| TXN Texas Instruments Inc | -13.5K | -7.3% | $4.04M | 8.19% |
| SCHW Schwab Charles Corp | -42.4K | -8.2% | $3.91M | 7% |
| MSFT Microsoft Corp | -7,757 | -6.4% | $2.89M | 6.8% |
| AMZN Amazon Com Inc | -10.2K | -5.9% | $2.42M | 6.16% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | APH Amphenol Corp | Industrials | 660.6K | $58.24M | 9.3% | -96.9K | -12.8% | Reduced | 0.03% |
| 2 | GE General Electric Co | Industrials | 141.7K | $52.95M | 8.46% | -13.4K | -8.7% | Reduced | 0.01% |
| 3 | TXN Texas Instruments Inc | Technology | 172.0K | $51.26M | 8.19% | -13.5K | -7.3% | Reduced | 0.02% |
| 4 | SYK Stryker Corp | Healthcare | 157.3K | $49.54M | 7.91% | +46.3K | +41.7% | Added | 0.04% |
| 5 | PANW Palo Alto Networks Inc | Technology | 141.3K | $48.20M | 7.7% | -123.1K | -46.6% | Reduced | 0.02% |
| 6 | SCHW Schwab Charles Corp | Financial Services | 474.7K | $43.80M | 7% | -42.4K | -8.2% | Reduced | 0.03% |
| 7 | MSFT Microsoft Corp | Technology | 114.0K | $42.54M | 6.8% | -7,757 | -6.4% | Reduced | 0% |
| 8 | FSS Federal Signal Corp | Industrials | 317.4K | $40.79M | 6.52% | +317.4K | – | New | 0.52% |
| 9 | CR Crane Co | Industrials | 182.7K | $40.75M | 6.51% | -28.3K | -13.4% | Reduced | 0.32% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 161.7K | $38.53M | 6.16% | -10.2K | -5.9% | Reduced | 0% |
| 11 | ANET Arista Networks, Inc. | Technology | 225.2K | $38.26M | 6.11% | -47.0K | -17.3% | Reduced | 0.02% |
| 12 | BMI Badger Meter Inc | Industrials | 201.6K | $29.92M | 4.78% | +201.6K | – | New | 0.69% |
| 13 | CAT Caterpillar Inc | Industrials | 13.6K | $14.53M | 2.32% | -609 | -4.3% | Reduced | 0% |
| 14 | AAPL Apple Inc. | Technology | 46.1K | $13.35M | 2.13% | +460 | +1.0% | Added | 0% |
| 15 | USB Us Bancorp \De\ | Financial Services | 125.1K | $7.56M | 1.21% | -3,556 | -2.8% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Sandhill Capital Partners.
As of its Q2 2026 13F filing, Sandhill Capital Partners LLC’s five largest positions were Amphenol Corp (APH) at 9.3%, General Electric Co (GE) at 8.5%, Texas Instruments Inc (TXN) at 8.2%, Stryker Corp (SYK) at 7.9%, Palo Alto Networks Inc (PANW) at 7.7% of the reported portfolio.
Sandhill Capital Partners LLC reported a 13F portfolio worth $625.91M across 37 positions for Q2 2026. That is up 18.9% from the previous quarter.
Its largest purchases by value were Federal Signal Corp ($40.79M), Badger Meter Inc ($29.92M), Stryker Corp ($14.58M). It opened 4 new positions.
Its largest sales by value were Palo Alto Networks Inc ($41.99M), Arthur J. Gallagher & Co. ($37.26M), Amphenol Corp ($8.54M). It exited 4 positions entirely.
From the Form 13F-HR reports Sandhill Capital Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.