Sandhill Capital Partners LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Sandhill Capital Partners LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | BIL | STATE STREET SPDR BLOOMBERG 1- | 9.90% | 115.128 M $ | 1256313 | 2023/06/30 | 257.605 K $ | 0.28 % |
| 2026/03/31 | NOW | SERVICENOW INC | 4.90% | 56.941 M $ | 544634 | 2021/06/30 | -15.926 M $ | -31.75 % |
| 2026/03/31 | ACM | AECOM | 4.27% | 49.659 M $ | 585464 | 2024/12/31 | -4.963 M $ | -11.02 % |
| 2026/03/31 | SCHW | CHARLES SCHWAB CORP | 4.18% | 48.599 M $ | 517124 | 2023/06/30 | -3.398 M $ | -5.94 % |
| 2026/03/31 | APH | AMPHENOL CORP NEW CLASS CLASS | 4.12% | 47.852 M $ | 378730 | 2020/06/30 | -5.387 M $ | -6.50 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 3.88% | 45.087 M $ | 121801 | 2018/09/30 | -3.143 M $ | -23.46 % |
| 2026/03/31 | GE | GE AEROSPACE | 3.79% | 44.022 M $ | 155133 | 2024/06/30 | -4.647 M $ | -7.88 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 3.65% | 42.400 M $ | 264469 | 2021/09/30 | -9.572 M $ | -12.96 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 3.56% | 41.356 M $ | 574944 | 2023/09/30 | -6.239 M $ | -11.97 % |
| 2026/03/31 | LIN | LINDE PLC F | 3.53% | 41.011 M $ | 82723 | 2023/03/31 | 6.239 M $ | 16.27 % |
| 2026/03/31 | AJG | GALLAGHER ARTHUR J & CO | 3.20% | 37.259 M $ | 172035 | 2025/09/30 | -6.032 M $ | -16.31 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 3.16% | 36.737 M $ | 79691 | 2022/06/30 | -12.063 M $ | -18.60 % |
| 2026/03/31 | SYK | STRYKER CORP | 3.14% | 36.483 M $ | 111030 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GWRE | GUIDEWIRE SOFTWARE INC | 3.11% | 36.199 M $ | 242036 | 2025/06/30 | -10.677 M $ | -25.60 % |
| 2026/03/31 | CR | CRANE CO | 3.10% | 36.083 M $ | 211009 | 2025/06/30 | -1.253 M $ | -7.28 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 3.10% | 36.017 M $ | 185521 | 2022/12/31 | 490.210 K $ | 11.90 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC F | 3.08% | 35.826 M $ | 85966 | 2025/03/31 | 2.604 M $ | 7.08 % |
| 2026/03/31 | AMZN | AMAZON.COM INC | 3.08% | 35.785 M $ | 171821 | 2024/12/31 | -454.314 K $ | -9.77 % |
| 2026/03/31 | SPXC | SPX TECHNOLOGIES INC | 3.05% | 35.432 M $ | 177215 | 2024/06/30 | -32.940 K $ | -0.06 % |
| 2026/03/31 | AVGO | BROADCOM INC | 2.99% | 34.722 M $ | 112184 | 2018/06/30 | -1.476 M $ | -10.57 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 2.87% | 33.425 M $ | 272232 | 2025/03/31 | -3.104 M $ | -6.30 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 2.64% | 30.707 M $ | 72194 | 2020/12/31 | -7.772 M $ | -18.61 % |
| 2026/03/31 | BKNG | BOOKING HLDGS INC | 2.00% | 23.206 M $ | 5512 | 2022/09/30 | -31.158 M $ | -96.86 % |
| 2026/03/31 | SGOV | ISHARES 0-3 MONTH TREASURY BON | 1.13% | 13.156 M $ | 130697 | 2025/06/30 | 65.693 K $ | 0.28 % |
| 2026/03/31 | AAPL | APPLE INC | 1.00% | 11.592 M $ | 45677 | 2013/06/30 | -890.037 K $ | -6.65 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.87% | 10.096 M $ | 14251 | 2012/03/31 | 2.164 M $ | 23.67 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.76% | 8.804 M $ | 29929 | 2013/06/30 | -933.668 K $ | -8.71 % |
| 2026/03/31 | JCI | JOHNSON CONTROLS INT F | 0.67% | 7.839 M $ | 59859 | 2018/03/31 | 729.545 K $ | 9.35 % |
| 2026/03/31 | CVX | CHEVRON CORP NEW | 0.59% | 6.812 M $ | 32922 | 2012/06/30 | 1.883 M $ | 35.75 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.58% | 6.742 M $ | 46678 | 2012/03/31 | 55.401 K $ | 0.79 % |
| 2026/03/31 | USB | US BANCORP DEL | 0.58% | 6.693 M $ | 128688 | 2020/09/30 | -1.292 M $ | -2.53 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.54% | 6.331 M $ | 25899 | 2013/06/30 | 1.042 M $ | 18.12 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.52% | 6.068 M $ | 20061 | 2013/06/30 | -1.472 M $ | -18.24 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 0.51% | 5.955 M $ | 25914 | 2013/06/30 | 277.955 K $ | 4.59 % |
| 2026/03/31 | CME | CME GROUP INC CLASS CLASS A | 0.51% | 5.883 M $ | 19918 | 2025/09/30 | 490.029 K $ | 8.16 % |
| 2026/03/31 | BLK | BLACKROCK INC NEW | 0.50% | 5.824 M $ | 6056 | 2024/09/30 | -740.856 K $ | -10.15 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.48% | 5.632 M $ | 6657 | 2025/03/31 | -217.667 K $ | -3.76 % |
| 2026/03/31 | MRK | MERCK & CO. INC. | 0.46% | 5.295 M $ | 44020 | 2011/12/31 | 718.328 K $ | 14.28 % |
| 2026/03/31 | KO | THE COCA-COLA CO | 0.45% | 5.220 M $ | 68645 | 2013/06/30 | 454.194 K $ | 8.78 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.44% | 5.157 M $ | 16594 | 2013/06/30 | 91.233 K $ | 1.69 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.41% | 4.739 M $ | 14408 | 2012/06/30 | -230.142 K $ | -4.42 % |
| 2026/03/31 | IVV | ISHARES CORE S&P 500 ETF | 0.36% | 4.149 M $ | 6351 | 2018/12/31 | -87.574 K $ | -4.63 % |
| 2026/03/31 | V | VISA INC CLASS CLASS A | 0.34% | 3.900 M $ | 12902 | 2025/06/30 | -674.702 K $ | -13.82 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.32% | 3.745 M $ | 29077 | 2021/06/30 | -1.313 M $ | -24.71 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS I | 0.31% | 3.623 M $ | 72170 | 2013/06/30 | 724.805 K $ | 23.25 % |
| 2026/03/31 | PAYX | PAYCHEX INC | 0.26% | 2.969 M $ | 32231 | 2012/06/30 | -714.396 K $ | -17.88 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.24% | 2.789 M $ | 10308 | 2023/03/31 | -763.403 K $ | -18.03 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.22% | 2.523 M $ | 13517 | 2025/03/31 | -1.165 M $ | -29.53 % |
| 2026/03/31 | VOO | VANGUARD S&P 500 ETF | 0.21% | 2.405 M $ | 4025 | 2024/06/30 | -119.976 K $ | -4.72 % |
| 2026/03/31 | PVAL | PUTNAM FOCUSED LARGE CAP VALUE | 0.16% | 1.805 M $ | 38902 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FFLC | FIDELITY FUNDAMENTAL LARGE CAP | 0.14% | 1.578 M $ | 30772 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IEFA | ISHARES CORE MSCI EAFE ETF | 0.12% | 1.371 M $ | 15143 | 2023/03/31 | 14.244 K $ | 1.20 % |
| 2026/03/31 | ZBH | ZIMMER BIOMET HLDGS INC | 0.11% | 1.268 M $ | 14021 | 2022/03/31 | 7.010 K $ | 0.56 % |
| 2026/03/31 | EW | EDWARDS LIFESCIENCES COR | 0.11% | 1.267 M $ | 15822 | 2019/09/30 | -85.677 K $ | -6.06 % |
| 2026/03/31 | MMM | 3M CO | 0.11% | 1.238 M $ | 8524 | 2013/06/30 | -126.930 K $ | -9.29 % |
| 2026/03/31 | SYY | SYSCO CORP | 0.10% | 1.147 M $ | 16074 | 2011/06/30 | -37.934 K $ | -3.20 % |
| 2026/03/31 | VEU | VANGUARD FTSE ALL-WORLD EX-US | 0.10% | 1.143 M $ | 15224 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IJH | ISHARES CORE S&P MID-CAP ETF | 0.09% | 1.077 M $ | 15946 | 2022/12/31 | 12.599 K $ | 2.32 % |
| 2026/03/31 | AGG | ISHARES CORE U.S. AGGREGATE BO | 0.09% | 991.882 K $ | 9992 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DOW | DOW INC | 0.08% | 985.272 K $ | 23656 | 2019/06/30 | 438.644 K $ | 78.14 % |
| 2026/03/31 | VBIL | VANGUARD 0-3 MONTH TREASURY BI | 0.07% | 870.505 K $ | 11507 | 2025/12/31 | 7.680 K $ | 0.29 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.07% | 784.169 K $ | 4622 | 2022/06/30 | 229.436 K $ | 40.98 % |
| 2026/03/31 | IVW | ISHARES S&P 500 GROWTH ETF | 0.06% | 747.206 K $ | 6606 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GIS | GENERAL MILLS INC | 0.06% | 713.098 K $ | 19159 | 2018/06/30 | -177.795 K $ | -19.96 % |
| 2026/03/31 | TBIL | F/M US TREASURY 3 MONTH BILL F | 0.06% | 691.907 K $ | 13877 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.06% | 681.840 K $ | 8000 | 2011/06/30 | 49.680 K $ | 7.86 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 0.06% | 675.672 K $ | 1410 | 2025/09/30 | -28.702 K $ | -4.67 % |
| 2026/03/31 | VB | VANGUARD SMALL-CAP INDEX FUND | 0.06% | 655.324 K $ | 2502 | 2025/03/31 | 10.369 K $ | 1.54 % |
| 2026/03/31 | LH | LABCORP HLDGS INC | 0.06% | 640.344 K $ | 2400 | 2024/06/30 | 38.232 K $ | 6.35 % |
| 2026/03/31 | IEX | IDEX CORP | 0.05% | 551.022 K $ | 2907 | 2014/09/30 | 33.750 K $ | 6.52 % |
| 2026/03/31 | GOOGL | ALPHABET INC CLASS A | 0.04% | 516.745 K $ | 1797 | 2024/12/31 | -38.261 K $ | -8.13 % |
| 2026/03/31 | GLD | SPDR GOLD SHARES | 0.04% | 504.300 K $ | 1172 | 2024/09/30 | 28.475 K $ | 8.57 % |
| 2026/03/31 | T | AT&T INC | 0.04% | 484.713 K $ | 16720 | 2018/12/31 | 73.753 K $ | 16.71 % |
| 2026/03/31 | HON | HONEYWELL INTL INC | 0.04% | 442.566 K $ | 1958 | 2022/03/31 | 70.852 K $ | 15.86 % |
| 2026/03/31 | IGIB | ISHARES 5-10 YEAR INVESTMENT G | 0.04% | 408.827 K $ | 7682 | 2025/03/31 | -4.888 K $ | -1.23 % |
| 2026/03/31 | AVUS | AVANTIS US EQUITY ETF | 0.03% | 404.229 K $ | 3636 | 2025/06/30 | -1.810 K $ | -0.54 % |
| 2026/03/31 | MTB | M&T BK CORP | 0.03% | 370.029 K $ | 1790 | 2022/06/30 | 12.392 K $ | 2.60 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSIN | 0.03% | 345.203 K $ | 1699 | 2022/06/30 | -91.830 K $ | -21.01 % |
| 2026/03/31 | NVDA | NVIDIA CORP | 0.03% | 342.696 K $ | 1965 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EXR | EXTRA SPACE STORAGE INC REIT | 0.03% | 339.364 K $ | 2588 | 2023/09/30 | 2.355 K $ | 0.70 % |
| 2026/03/31 | MDLZ | MONDELEZ INTL INC CLASS CLASS | 0.03% | 337.770 K $ | 5860 | 2019/09/30 | 22.566 K $ | 7.08 % |
| 2026/03/31 | URI | UNITED RENTALS INC | 0.03% | 329.309 K $ | 452 | 2023/06/30 | -36.503 K $ | -9.98 % |
| 2026/03/31 | VCLT | VANGUARD LONG-TERM CORPORATE B | 0.03% | 309.266 K $ | 4139 | 2025/03/31 | -4.681 K $ | -1.49 % |
| 2026/03/31 | ZTS | ZOETIS INC CLASS CLASS A | 0.03% | 296.471 K $ | 2508 | 2014/03/31 | -19.085 K $ | -6.05 % |
| 2026/03/31 | LSBK | LAKE SHORE BANCORP INC M | 0.02% | 274.998 K $ | 18116 | 2025/09/30 | 10.399 K $ | 3.55 % |
| 2026/03/31 | LQD | ISHARES IBOXX $ INVESTMENT GRA | 0.02% | 272.474 K $ | 2500 | 2023/12/31 | -3.145 K $ | -1.09 % |
| 2026/03/31 | LVMUY | LVMH MOET HENNESSY LOU F SPONS | 0.02% | 257.697 K $ | 2359 | 2021/06/30 | -98.063 K $ | -27.56 % |
| 2026/03/31 | PH | PARKER-HANNIFIN CORP | 0.02% | 256.934 K $ | 287 | 2025/06/30 | 4.672 K $ | 1.85 % |
| 2026/03/31 | IWM | ISHARES RUSSELL 2000 ETF | 0.02% | 256.432 K $ | 1034 | 2024/03/31 | 1.922 K $ | 0.75 % |
| 2026/03/31 | TCEHY | TENCENT HLDGS LTD F UNSPONSORE | 0.02% | 230.500 K $ | 3646 | 2024/09/30 | -48.601 K $ | -17.41 % |
| 2026/03/31 | TFC | TRUIST FINL CORP | 0.02% | 221.483 K $ | 4818 | 2019/12/31 | -15.610 K $ | -6.58 % |
| 2026/03/31 | HUBB | HUBBELL INC | 0.02% | 216.907 K $ | 442 | 2024/06/30 | 5.050 M $ | 10.50 % |
| 2026/03/31 | INTU | INTUIT | 0.02% | 214.893 K $ | 497 | 2023/03/31 | -114.329 K $ | -34.73 % |
| 2026/03/31 | TRV | TRAVELERS COS INC | 0.02% | 204.176 K $ | 700 | 2025/12/31 | 1.150 K $ | 0.56 % |
| 2026/03/31 | GANX | GAIN THERAPEUTICS INC | 0.00% | 29.876 K $ | 15400 | 2024/09/30 | -19.712 K $ | -39.75 % |
| 2026/03/31 | HODL | VANECK BITCOIN ETF | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CDNS | CADENCE DESIGN SYS INC | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DHR | DANAHER CORP | 0.00% | 0.000 $ | 0 | 2021/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.00% | 0.000 $ | 0 | 2020/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GGG | GRACO INC | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |