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SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.37%
This Fund
S&P 500
This Quarter Est. Return
+17.09%
1 Year Est. Return
+12.37%
3 Year Est. Return
+56.48%
5 Year Est. Return
+73.2%
10 Year Est. Return
+460.75%
AUM
$1.39B
AUM Growth
+$176M
Cap. Flow
-$2.35M
Cap. Flow %
-0.17%
Top 10 Hldgs %
50.98%
Holding
105
New
12
Increased
41
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
GWRE icon
Guidewire Software
GWRE
+$22.3M
2
ANET icon
Arista Networks
ANET
+$11.8M
3
CR icon
Crane Co
CR
+$10.1M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.76M
5
V icon
Visa
V
+$4.76M

Top Sells

Rank Stock Value
1
LFUS icon
Littelfuse
LFUS
+$29.1M
2
CDNS icon
Cadence Design Systems
CDNS
+$16.3M
3
ZTS icon
Zoetis
ZTS
+$14.4M
4
NKE icon
Nike
NKE
+$3.62M
5
TFC icon
Truist Financial
TFC
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 35.8%
2 Industrials 24.19%
3 Financials 12.84%
4 Healthcare 7.9%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOW icon
51
Dow Inc
DOW
$21.9B
$1.79M 0.13%
67,467
+1,782
+3% +$51.8K
IVV icon
52
iShares Core S&P 500 ETF
IVV
$897B
$1.67M 0.12%
2,683
-158
-6% -$90.7K
EW icon
53
Edwards Lifesciences
EW
$51.5B
$1.41M 0.1%
18,072
– –
VOO icon
54
Vanguard S&P 500 ETF
VOO
$1.01T
$1.4M 0.1%
2,462
+273
+12% +$143K
ZBH icon
55
Zimmer Biomet
ZBH
$18.8B
$1.31M 0.09%
14,395
– –
MMM icon
56
3M
MMM
$93.2B
$1.3M 0.09%
8,536
– –
IEFA icon
57
iShares Core MSCI EAFE ETF
IEFA
$194B
$990K 0.07%
11,856
+1,533
+15% +$122K
GIS icon
58
General Mills
GIS
$19.3B
$884K 0.06%
17,066
-32,008
-65% -$1.77M
BNL icon
59
Broadstone Net Lease
BNL
$4.06B
$735K 0.05%
45,769
– –
CL icon
60
Colgate-Palmolive
CL
$74.1B
$727K 0.05%
8,000
– –
LH icon
61
Labcorp
LH
$25.6B
$630K 0.05%
2,400
– –
VB icon
62
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$619K 0.04%
2,612
-31
-1% -$6.92K
INTC icon
63
Intel
INTC
$503B
$558K 0.04%
24,896
– –
ADP icon
64
Automatic Data Processing
ADP
$109B
$524K 0.04%
1,699
– –
TSLA icon
65
Tesla
TSLA
$1.26T
$516K 0.04%
+1,625
New +$490K
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$125B
$512K 0.04%
8,250
-566
-6% -$33.2K
ZTS icon
67
Zoetis
ZTS
$32.4B
$511K 0.04%
3,276
-90,573
-97% -$14.4M
IEX icon
68
IDEX
IEX
$17.2B
$510K 0.04%
2,907
– –
TMDX icon
69
Transmedics
TMDX
$2.78B
$486K 0.03%
3,627
– –
T icon
70
AT&T
T
$162B
$485K 0.03%
16,772
-113
-0.7% -$3.11K
XOM icon
71
ExxonMobil
XOM
$642B
$481K 0.03%
4,458
– –
MDLZ icon
72
Mondelez International
MDLZ
$80.1B
$475K 0.03%
7,043
– –
LHX icon
73
L3Harris
LHX
$53.9B
$452K 0.03%
1,800
– –
MTB icon
74
M&T Bank
MTB
$36.1B
$440K 0.03%
2,267
+75
+3% +$13.2K
ADBE icon
75
Adobe
ADBE
$103B
$417K 0.03%
1,077
-11
-1% -$4.24K
1 2
3
4

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BI
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SFG
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BONST
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FFP
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MI
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OCAI
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Sandhill Capital Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Sandhill Capital Partners held 105 positions worth $1.39B, up 14% from $1.22B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Sandhill Capital Partners's Q2 2025 filing shows 12 new, 41 increased, 24 reduced and 4 closed positions. Its largest new stake was Guidewire Software: 103,673 shares worth $24.4M. The largest sale was Littelfuse, an estimated $29.1M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 34% a quarter earlier, followed by Industrials and Financials.

  • Sandhill Capital Partners's largest Q2 2025 buy was Guidewire Software: 103,673 shares worth $24.4M.
  • Sandhill Capital Partners added most to Arista Networks in Q2 2025, an estimated $11.8M increase.
  • Sandhill Capital Partners's biggest Q2 2025 reduction was Cadence Design Systems, cutting an estimated $16.3M.
  • Sandhill Capital Partners fully exited Littelfuse in Q2 2025, selling an estimated $29.1M.
  • Sandhill Capital Partners's ten largest holdings make up 51% of its $1.39B portfolio in Q2 2025.
  • Sandhill Capital Partners opened 12 new positions and closed 4 in Q2 2025.
  • Sandhill Capital Partners's portfolio value rose 14% quarter-over-quarter to $1.39B.

Based on Sandhill Capital Partners's 13F filing for Q2 2025, filed 12 Aug 2025.