Sandhill Capital Partners LLC holds a diversified book of 98 stocks worth $1.2B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Federal Signal Corp and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 8.1 points over this window.
Growth of $10,000 cloning Sandhill Capital Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sandhill Capital Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $3.0B |
| MORGAN STANLEY | 79 / 80 | $513.2B |
| UBS Group AG | 79 / 80 | $137.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $105.8B |
| LPL Financial LLC | 79 / 80 | $67.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $16.2B |
| FMR LLC | 78 / 80 | $661.9B |
| JPMORGAN CHASE & CO | 78 / 80 | $455.1B |
Ranked by how many of Sandhill Capital Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State Street SPDR Bloomberg 1- COM | $100.2M | 1.09M | 8.1% | ▼−13% Reduced · −163K sh | |
| 2 | Amphenol Corp New Class A COM | $58.2M | 330.3K | 4.7% | ▼−13% Reduced · −48K sh | |
| 3 | Ge Aerospace COM | $53.0M | 141.7K | 4.3% | ▼−8.7% Reduced · −13K sh | |
| 4 | Texas Instrs Inc COM | $51.3M | 172.0K | 4.2% | ▼−7.3% Reduced · −14K sh | |
| 5 | Stryker Corp COM | $49.5M | 157.3K | 4.0% | ▲+42% Added · +46K sh | |
| 6 | Palo Alto Networks Inc COM | $48.2M | 141.3K | 3.9% | ▼−47% Reduced · −123K sh | |
| 7 | Charles Schwab Corp COM | $43.8M | 474.7K | 3.6% | ▼−8.2% Reduced · −42K sh | |
| 8 | Microsoft Corp COM | $42.5M | 114.0K | 3.5% | ▼−6.4% Reduced · −8K sh | |
| 9 | Servicenow Inc COM | $41.6M | 418.8K | 3.4% | ▼−23% Reduced · −126K sh | |
| 10 | Federal Signal Corp COM | $40.8M | 317.4K | 3.3% | ▲New New position | |
| 11 | Crane Co COM | $40.8M | 182.7K | 3.3% | ▼−13% Reduced · −28K sh | |
| 12 | SPX Technologies Inc COM | $39.8M | 162.4K | 3.2% | ▼−8.4% Reduced · −15K sh | |
| 13 | Linde PLC F COM | $39.7M | 76.6K | 3.2% | ▼−7.4% Reduced · −6K sh | |
| 14 | Forgent PWR Solution Class A COM | $39.7M | 709.9K | 3.2% | ▲New New position | |
| 15 | Guidewire Software Inc COM | $39.1M | 317.7K | 3.2% | ▲+31% Added · +76K sh | |
| 16 | Trane Technologies PLC F COM | $38.6M | 78.5K | 3.1% | ▼−8.6% Reduced · −7K sh | |
| 17 | Amazon.com Inc COM | $38.5M | 161.7K | 3.1% | ▼−5.9% Reduced · −10K sh | |
| 18 | Arista Networks Inc COM | $38.3M | 225.2K | 3.1% | ▼−17% Reduced · −47K sh | |
| 19 | Broadcom Inc COM | $38.2M | 101.0K | 3.1% | ▼−9.9% Reduced · −11K sh | |
| 20 | Uber Technologies Inc COM | $38.0M | 526.9K | 3.1% | ▼−8.3% Reduced · −48K sh | |
| 21 | Intuitive Surgical Inc COM | $32.1M | 80.8K | 2.6% | ▲+1.4% Added · +1K sh | |
| 22 | Badger Meter Inc COM | $29.9M | 201.6K | 2.4% | ▲New New position | |
| 23 | AECOM COM | $28.9M | 414.7K | 2.4% | ▼−29% Reduced · −171K sh | |
| 24 | Caterpillar Inc COM | $14.5M | 13.6K | 1.2% | ▼−4.3% Reduced · −609 sh | |
| 25 | Ishares 0-3 Month Treasury Bon COM | $13.6M | 135.6K | 1.1% | ▲+3.7% Added · +5K sh | |
| 26 | Apple Inc COM | $13.4M | 46.1K | 1.1% | ▲+1.0% Added · +460 sh | |
| 27 | Ishares Core S&P 500 ETF COM | $11.5M | 15.4K | 0.9% | ▲+143% Added · +9K sh | |
| 28 | JPMorgan Chase & Co COM | $9.8M | 29.8K | 0.8% | ▼−0.4% Reduced · −112 sh | |
| 29 | Johnson Controls Int F COM | $8.6M | 59.0K | 0.7% | ▼−1.4% Reduced · −820 sh | |
| 30 | US Bancorp Del COM | $7.6M | 125.1K | 0.6% | ▼−2.8% Reduced · −4K sh | |
| 31 | American Express Co COM | $7.1M | 21.0K | 0.6% | ▲+4.9% Added · +975 sh | |
| 32 | Goldman Sachs Group Inc COM | $6.8M | 6.8K | 0.6% | ▲+1.5% Added · +102 sh | |
| 33 | Johnson & Johnson COM | $6.5M | 25.7K | 0.5% | ▼−0.9% Reduced · −237 sh | |
| 34 | Visa Inc Class A COM | $6.4M | 18.7K | 0.5% | ▲+45% Added · +6K sh | |
| 35 | Procter & Gamble Co COM | $6.4M | 43.8K | 0.5% | ▼−6.2% Reduced · −3K sh | |
| 36 | BlackRock Inc New COM | $5.8M | 6.0K | 0.5% | ▼−0.5% Reduced · −28 sh | |
| 37 | Waste Mgmt Inc Del COM | $5.7M | 25.6K | 0.5% | ▼−1.1% Reduced · −291 sh | |
| 38 | Merck & Co. Inc. COM | $5.7M | 44.1K | 0.5% | ▲+0.1% Added · +39 sh | |
| 39 | The Coca-Cola Co COM | $5.5M | 68.1K | 0.4% | ▼−0.9% Reduced · −591 sh | |
| 40 | Chevron Corp New COM | $5.4M | 32.6K | 0.4% | ▼−0.9% Reduced · −290 sh | |
| 41 | Putnam Focused Large Cap Value COM | $5.3M | 103.3K | 0.4% | ▲+165% Added · +64K sh | |
| 42 | Qualcomm Inc COM | $5.0M | 27.3K | 0.4% | ▼−6.2% Reduced · −2K sh | |
| 43 | Home Depot Inc COM | $4.7M | 13.4K | 0.4% | ▼−6.7% Reduced · −959 sh | |
| 44 | Unitedhealth Group Inc COM | $4.7M | 11.3K | 0.4% | ▲+9.2% Added · +945 sh | |
| 45 | McDonalds Corp COM | $4.5M | 16.8K | 0.4% | ▲+0.9% Added · +159 sh | |
| 46 | Fidelity Fundamental Large Cap COM | $4.5M | 76.8K | 0.4% | ▲+149% Added · +46K sh | |
| 47 | Cme Group Inc Class Class A COM | $4.4M | 20.0K | 0.4% | ▲+0.3% Added · +68 sh | |
| 48 | Vanguard Ftse All-World Ex-US COM | $4.2M | 50.4K | 0.3% | ▲+231% Added · +35K sh | |
| 49 | Vanguard S&P 500 ETF COM | $3.4M | 5.0K | 0.3% | ▲+23% Added · +943 sh | |
| 50 | Paychex Inc COM | $3.3M | 33.2K | 0.3% | ▲+3.0% Added · +979 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1556245/holdings"
Use Arkolith to show Sandhill Capital Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 98 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 96 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 105 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 108 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 101 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 94 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 96 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 94 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.