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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
Cap. Flow
-$73.4M
Cap. Flow %
-5.97%
Top 10 Hldgs %
43.01%
Holding
107
New
12
Increased
29
Reduced
41
Closed
9

Top Buys

Rank Stock Value
1
FSS icon
Federal Signal
FSS
+$36.4M
2
FPS
Forgent Power Solutions
FPS
+$32.4M
3
BMI icon
Badger Meter
BMI
+$26.4M
4
SYK icon
Stryker
SYK
+$14.6M
5
GWRE icon
Guidewire Software
GWRE
+$10.1M

Top Sells

Rank Stock Value
1
AJG icon
Arthur J. Gallagher & Co
AJG
+$37.3M
2
SPGI icon
S&P Global
SPGI
+$30.7M
3
PANW icon
Palo Alto Networks
PANW
+$28.2M
4
BKNG icon
Booking.com
BKNG
+$23.2M
5
BIL icon
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
VZ icon
51
Verizon
VZ
$198B
$3.21M 0.26%
75,721
+3,551
+5% +$167K
IVW icon
52
iShares S&P 500 Growth ETF
IVW
$78.9B
$3.02M 0.25%
21,938
+15,332
+232% +$2.02M
IJH icon
53
iShares Core S&P Mid-Cap ETF
IJH
$124B
$3.02M 0.25%
39,100
+23,154
+145% +$1.7M
TBIL
54
F/m US Treasury 3 Month Bill Fund
TBIL
$7.35B
$1.71M 0.14%
34,211
+20,334
+147% +$1.02M
AGG icon
55
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.53M 0.12%
15,497
+5,505
+55% +$545K
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$194B
$1.46M 0.12%
15,157
+14
+0.1% +$1.34K
EW icon
57
Edwards Lifesciences
EW
$50.9B
$1.43M 0.12%
15,822
– –
MMM icon
58
3M
MMM
$85.1B
$1.35M 0.11%
8,324
-200
-2% -$30.3K
SYY icon
59
Sysco
SYY
$37.6B
$1.34M 0.11%
16,074
– –
ZBH icon
60
Zimmer Biomet
ZBH
$18B
$1.21M 0.1%
13,999
-22
-0.2% -$1.93K
CRM icon
61
Salesforce
CRM
$195B
$939K 0.08%
5,992
-7,525
-56% -$1.32M
VB icon
62
Vanguard Morningstar Small-Cap ETF
VB
$78.6B
$758K 0.06%
2,502
– –
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.07T
$745K 0.06%
1,488
+78
+6% +$37.5K
CL icon
64
Colgate-Palmolive
CL
$68.8B
$733K 0.06%
8,000
– –
LH icon
65
Labcorp
LH
$26B
$672K 0.05%
2,400
– –
IGSB icon
66
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.5B
$669K 0.05%
+12,765
New +$669K
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$4.34T
$668K 0.05%
1,869
+72
+4% +$25.9K
IEX icon
68
IDEX
IEX
$16.4B
$660K 0.05%
2,907
– –
GIS icon
69
General Mills
GIS
$18.9B
$650K 0.05%
18,684
-475
-2% -$16.4K
DOW icon
70
Dow Inc
DOW
$20.4B
$647K 0.05%
23,656
– –
XOM icon
71
ExxonMobil
XOM
$651B
$626K 0.05%
4,582
-40
-0.9% -$5.99K
URI icon
72
United Rentals
URI
$64.1B
$512K 0.04%
452
– –
AVUS icon
73
Avantis US Equity ETF
AVUS
$14.6B
$463K 0.04%
3,611
-25
-0.7% -$3.08K
GLD icon
74
SPDR Gold Trust
GLD
$147B
$429K 0.03%
1,164
-8
-0.7% -$3.31K
NVDA icon
75
NVIDIA
NVDA
$5.49T
$418K 0.03%
2,089
+124
+6% +$25.5K
1 2
3
4 5

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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.