Sandhill Capital Partners LLC

Q3 2025 13F-HR Holdings

Location
Buffalo, NY
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
107
Total value ($000)
$1,432,712
Net value change ($000)
+40,613 (2.9%)
New positions
10
Sold out positions
4
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AJG 33,530 NEW
TTAN 27,062 NEW
ANET 16,584 41.6%
APH 15,168 24.0%
ACM 8,215 14.9%
CME 5,970 NEW
CR 5,964 51.4%
CDNS 5,414 13.2%
SPXC 5,048 10.6%
UBER 2,621 4.3%
Top Reduces (Value $000, Stocks/ETFs)
BIL -40,668 -32.3%
GE -17,330 -22.7%
ISRG -11,542 -18.0%
NOW -7,560 -10.8%
TYL -6,467 -12.1%
DHR -5,583 -19.3%
SPGI -3,605 -8.3%
SITE -2,874 -8.4%
BKNG -2,339 -6.5%
SYY -2,277 -63.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type