Sandhill Capital Partners LLC

Q2 2026 13F-HR Holdings

Location
Buffalo, NY
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$1,230,064
Net value change ($000)
+67,436 (5.8%)
New positions
13
Sold out positions
10
Turnover %
16.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FSS 40,786 NEW
FPS 39,654 NEW
BMI 29,918 NEW
TXN 15,243 42.3%
SYK 13,053 35.8%
APH 10,386 21.7%
GE 8,931 20.3%
IVV 7,397 178.3%
PANW 5,798 13.7%
ANET 4,838 14.5%
Top Reduces (Value $000, Stocks/ETFs)
AJG -37,259 -100.0%
SPGI -30,707 -100.0%
BKNG -23,206 -100.0%
ACM -20,715 -41.7%
NOW -15,360 -27.0%
BIL -14,929 -13.0%
SCHW -4,798 -9.9%
ISRG -4,589 -12.5%
UBER -3,332 -8.1%
MSFT -2,546 -5.6%
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