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SCP
Sandhill Capital Partners Portfolio holdings
AUM
$1.23B
1-Year Est. Return
13.7%
This Fund
S&P 500
This Quarter
Est. Return
+18.48%
1 Year Est. Return
+13.7%
3 Year Est. Return
+64.91%
5 Year Est. Return
+88.23%
10 Year Est. Return
+541.38%
AUM
$1.23B
AUM Growth
+$67.4M
(+5.8%)
Cap. Flow
-$73.4M
Cap. Flow
% of AUM
-5.97%
Top 10 Holdings %
Top 10 Hldgs %
43.01%
Holding
107
New
12
Increased
29
Reduced
41
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Federal Signal
FSS
|
+$36.4M |
| 2 |
FPS
Forgent Power Solutions
FPS
|
+$32.4M |
| 3 |
Badger Meter
BMI
|
+$26.4M |
| 4 |
Stryker
SYK
|
+$14.6M |
| 5 |
Guidewire Software
GWRE
|
+$10.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arthur J. Gallagher & Co
AJG
|
+$37.3M |
| 2 |
S&P Global
SPGI
|
+$30.7M |
| 3 |
Palo Alto Networks
PANW
|
+$28.2M |
| 4 |
Booking.com
BKNG
|
+$23.2M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$14.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.52% |
| 2 | Industrials | 25.48% |
| 3 | Miscellaneous | 12.84% |
| 4 | Healthcare | 8.28% |
| 5 | Financials | 7.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.9B
| $100M | 8.15% |
1,093,403
-162,910
| -13% | -$14.9M |
|
2
Amphenol
APH
$199B
| $58.2M | 4.73% |
660,596
-96,864
| -13% | -$6.98M |
|
3
GE Aerospace
GE
$331B
| $53M | 4.3% |
141,688
-13,445
| -9% | -$4.21M |
|
4
Texas Instruments
TXN
$247B
| $51.3M | 4.17% |
171,972
-13,549
| -7% | -$3.76M |
|
|
5
Stryker
SYK
$105B
| $49.5M | 4.03% |
157,336
+46,306
| +42% | +$14.6M |
|
|
6
Palo Alto Networks
PANW
$304B
| $48.2M | 3.92% |
141,336
-123,133
| -47% | -$28.2M |
|
|
SCHW
7
Charles Schwab
SCHW
$185B
| $43.8M | 3.56% |
474,705
-42,419
| -8% | -$3.87M |
|
8
Microsoft
MSFT
$3.72T
| $42.5M | 3.46% |
114,044
-7,757
| -6% | -$3.14M |
|
9
ServiceNow
NOW
$142B
| $41.6M | 3.38% |
418,829
-125,805
| -23% | -$12.5M |
|
|
10
Federal Signal
FSS
$7.03B
| $40.8M | 3.32% |
+317,427
| New | +$36.4M |
|
11
Crane Co
CR
$11.5B
| $40.8M | 3.31% |
182,692
-28,317
| -13% | -$5.34M |
|
12
SPX Corp
SPXC
$9.08B
| $39.8M | 3.24% |
162,378
-14,837
| -8% | -$3.25M |
|
13
Linde
LIN
$211B
| $39.7M | 3.23% |
76,581
-6,142
| -7% | -$3.11M |
|
|
FPS
14
Forgent Power Solutions
FPS
$10.4B
| $39.7M | 3.22% |
+709,880
| New | +$32.4M |
|
|
15
Guidewire Software
GWRE
$12.2B
| $39.1M | 3.18% |
317,667
+75,631
| +31% | +$10.1M |
|
16
Trane Technologies
TT
$95.3B
| $38.6M | 3.14% |
78,544
-7,422
| -9% | -$3.47M |
|
17
Amazon
AMZN
$2.79T
| $38.5M | 3.13% |
161,658
-10,163
| -6% | -$2.55M |
|
18
Arista Networks
ANET
$259B
| $38.3M | 3.11% |
225,238
-46,994
| -17% | -$7.38M |
|
19
Broadcom
AVGO
$1.73T
| $38.2M | 3.1% |
101,048
-11,136
| -10% | -$4.47M |
|
20
Uber
UBER
$145B
| $38M | 3.09% |
526,933
-48,011
| -8% | -$3.52M |
|
21
Intuitive Surgical
ISRG
$142B
| $32.1M | 2.61% |
80,839
+1,148
| +1% | +$502K |
|
|
22
Badger Meter
BMI
$3.81B
| $29.9M | 2.43% |
+201,632
| New | +$26.4M |
|
23
Aecom
ACM
$8.1B
| $28.9M | 2.35% |
414,675
-170,789
| -29% | -$13.1M |
|
24
Caterpillar
CAT
$375B
| $14.5M | 1.18% |
13,642
-609
| -4% | -$535K |
|
25
iShares 0-3 Month Treasury Bond ETF
SGOV
$111B
| $13.6M | 1.11% |
135,571
+4,874
| +4% | +$490K |
|
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Sandhill Capital Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Sandhill Capital Partners held 107 positions worth $1.23B, up 5.8% from $1.16B the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Sandhill Capital Partners withdrew a net $73.4M in Q2 2026, closing 9 positions and reducing 41 holdings. Its most notable exit was Arthur J. Gallagher & Co, an estimated $37.3M position sold in full.
By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 34% a quarter earlier, followed by Industrials and Miscellaneous.
Against the trend, Sandhill Capital Partners opened a new position in Federal Signal worth $40.8M.
- Sandhill Capital Partners's largest Q2 2026 buy was Federal Signal: 317,427 shares worth $40.8M.
- Sandhill Capital Partners added most to Stryker in Q2 2026, an estimated $14.6M increase.
- Sandhill Capital Partners's biggest Q2 2026 reduction was Palo Alto Networks, cutting an estimated $28.2M.
- Sandhill Capital Partners fully exited Arthur J. Gallagher & Co in Q2 2026, selling an estimated $37.3M.
- Sandhill Capital Partners's ten largest holdings make up 43% of its $1.23B portfolio in Q2 2026.
- Sandhill Capital Partners opened 12 new positions and closed 9 in Q2 2026.
- Sandhill Capital Partners's portfolio value rose 5.8% quarter-over-quarter to $1.23B.
Based on Sandhill Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.