Sandhill Capital Partners LLC: 13F holdings
CIK 15562452026Q2
| Positions | 98 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 98 (+3 vs prior quarter) |
|---|
| Reported value | $1.2bn (+5.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIL STATE STREET SPDR BLOOMBERG 1- | 1,093,403 | $100.2m | 8.1% |
| APH AMPHENOL CORP NEW CLASS A | 330,298 | $58.2m | 4.7% |
| GE GE AEROSPACE | 141,688 | $53.0m | 4.3% |
| TXN TEXAS INSTRS INC | 171,972 | $51.3m | 4.2% |
| SYK STRYKER CORP | 157,336 | $49.5m | 4.0% |
| PANW PALO ALTO NETWORKS INC | 141,336 | $48.2m | 3.9% |
| SCHW CHARLES SCHWAB CORP | 474,705 | $43.8m | 3.6% |
| MSFT MICROSOFT CORP | 114,044 | $42.5m | 3.5% |
| NOW SERVICENOW INC | 418,829 | $41.6m | 3.4% |
| FSS FEDERAL SIGNAL CORP | 317,427 | $40.8m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1556245")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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