☆Sandhill Capital Partners LLC
Quality Q
0.418
AUM ($M)
1,230
Positions
98
Turnover
0.16
Top-10 wt
43%
Herfindahl
0.033
History (qtrs)
6
Excess Return
—
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Holdings · 108 positions · portfolio value $1,230M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BIL funds › | STATE STREET SPDR BLOOMBERG 1- | TRIM | — | 8.1% | -1.8% | 100.2 | 1,093,403 | -162,910 | 5 | — |
| ☆APH funds › | AMPHENOL CORP NEW CLASS A | TRIM | — | 4.7% | +0.6% | 58.2 | 330,298 | -48,432 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 4.3% | +0.5% | 53.0 | 141,688 | -13,445 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 4.2% | +1.1% | 51.3 | 171,972 | -13,549 | 5 | — |
| ☆SYK funds › | STRYKER CORP | ADD | — | 4.0% | +0.9% | 49.5 | 157,336 | +46,306 | 2 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 3.9% | +0.3% | 48.2 | 141,336 | -123,133 | 5 | — |
| ☆SCHW funds › | CHARLES SCHWAB CORP | TRIM | — | 3.6% | -0.6% | 43.8 | 474,705 | -42,419 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 3.5% | -0.4% | 42.5 | 114,044 | -7,757 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | TRIM | — | 3.4% | -1.5% | 41.6 | 418,829 | -125,805 | 5 | — |
| ☆FSS funds › | FEDERAL SIGNAL CORP | NEW | — | 3.3% | +3.3% | 40.8 | 317,427 | +317,427 | 1 | — |
| ☆CR funds › | CRANE CO | TRIM | — | 3.3% | +0.2% | 40.8 | 182,692 | -28,317 | 5 | — |
| ☆CUSIP:78473E103 funds › | SPX TECHNOLOGIES INC | TRIM | — | 3.2% | +0.2% | 39.8 | 162,378 | -14,837 | 5 | — |
| ☆LIN funds › | LINDE PLC F | TRIM | — | 3.2% | -0.3% | 39.7 | 76,581 | -6,142 | 5 | — |
| ☆FPS funds › | FORGENT PWR SOLUTION CLASS A | NEW | — | 3.2% | +3.2% | 39.7 | 709,880 | +709,880 | 1 | — |
| ☆GWRE funds › | GUIDEWIRE SOFTWARE INC | ADD | — | 3.2% | +0.1% | 39.1 | 317,667 | +75,631 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC F | TRIM | — | 3.1% | +0.1% | 38.6 | 78,544 | -7,422 | 5 | — |
| ☆AMZN funds › | AMAZON.COM INC | TRIM | — | 3.1% | +0.1% | 38.5 | 161,658 | -10,163 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 3.1% | +0.2% | 38.3 | 225,238 | -46,994 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 3.1% | +0.1% | 38.2 | 101,048 | -11,136 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 3.1% | -0.5% | 38.0 | 526,933 | -48,011 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 2.6% | -0.5% | 32.1 | 80,839 | +1,148 | 5 | — |
| ☆BMI funds › | BADGER METER INC | NEW | — | 2.4% | +2.4% | 29.9 | 201,632 | +201,632 | 1 | — |
| ☆ACM funds › | AECOM | TRIM | — | 2.4% | -1.9% | 28.9 | 414,675 | -170,789 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 1.2% | +0.3% | 14.5 | 13,642 | -609 | 5 | — |
| ☆SGOV funds › | ISHARES 0-3 MONTH TREASURY BON | ADD | — | 1.1% | -0.0% | 13.6 | 135,571 | +4,874 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.1% | +0.1% | 13.4 | 46,137 | +460 | 5 | — |
| ☆IVV funds › | ISHARES CORE S&P 500 ETF | ADD | — | 0.9% | +0.6% | 11.5 | 15,417 | +9,066 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.8% | +0.0% | 9.8 | 29,817 | -112 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INT F | TRIM | — | 0.7% | +0.0% | 8.6 | 59,039 | -820 | 5 | — |
| ☆USB funds › | US BANCORP DEL | TRIM | — | 0.6% | +0.0% | 7.6 | 125,132 | -3,556 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.6% | +0.1% | 7.1 | 21,036 | +975 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.6% | +0.1% | 6.8 | 6,759 | +102 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.5% | -0.0% | 6.5 | 25,662 | -237 | 5 | — |
| ☆V funds › | VISA INC CLASS A | ADD | — | 0.5% | +0.2% | 6.4 | 18,746 | +5,844 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.5% | -0.1% | 6.4 | 43,763 | -2,915 | 5 | — |
| ☆BLK funds › | BLACKROCK INC NEW | TRIM | — | 0.5% | -0.0% | 5.8 | 6,028 | -28 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.5% | -0.0% | 5.7 | 25,623 | -291 | 5 | — |
| ☆MRK funds › | MERCK & CO. INC. | ADD | — | 0.5% | +0.0% | 5.7 | 44,059 | +39 | 5 | — |
| ☆KO funds › | THE COCA-COLA CO | TRIM | — | 0.4% | +0.0% | 5.5 | 68,054 | -591 | 5 | — |
| ☆CVX funds › | CHEVRON CORP NEW | TRIM | — | 0.4% | -0.1% | 5.4 | 32,632 | -290 | 5 | — |
| ☆PVAL funds › | PUTNAM FOCUSED LARGE CAP VALUE | ADD | — | 0.4% | +0.3% | 5.3 | 103,276 | +64,374 | 2 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.4% | +0.1% | 5.0 | 27,281 | -1,796 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.4% | -0.0% | 4.7 | 13,449 | -959 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.4% | +0.1% | 4.7 | 11,253 | +945 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.4% | -0.1% | 4.5 | 16,753 | +159 | 5 | — |
| ☆FFLC funds › | FIDELITY FUNDAMENTAL LARGE CAP | ADD | — | 0.4% | +0.2% | 4.5 | 76,760 | +45,988 | 2 | — |
| ☆CME funds › | CME GROUP INC CLASS CLASS A | ADD | — | 0.4% | -0.1% | 4.4 | 19,986 | +68 | 4 | — |
| ☆VEU funds › | VANGUARD FTSE ALL-WORLD EX-US | ADD | — | 0.3% | +0.2% | 4.2 | 50,355 | +35,131 | 2 | — |
| ☆VOO funds › | VANGUARD S&P 500 ETF | ADD | — | 0.3% | +0.1% | 3.4 | 4,968 | +943 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | ADD | — | 0.3% | +0.0% | 3.3 | 33,210 | +979 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS I | ADD | — | 0.3% | -0.1% | 3.2 | 75,721 | +3,551 | 5 | — |
| ☆IVW funds › | ISHARES S&P 500 GROWTH ETF | ADD | — | 0.2% | +0.2% | 3.0 | 21,938 | +15,332 | 2 | — |
| ☆IJH funds › | ISHARES CORE S&P MID-CAP ETF | ADD | — | 0.2% | +0.2% | 3.0 | 39,100 | +23,154 | 5 | — |
| ☆TBIL funds › | F/M US TREASURY 3 MONTH BILL F | ADD | — | 0.1% | +0.1% | 1.7 | 34,211 | +20,334 | 2 | — |
| ☆AGG funds › | ISHARES CORE U.S. AGGREGATE BO | ADD | — | 0.1% | +0.0% | 1.5 | 15,497 | +5,505 | 2 | — |
| ☆IEFA funds › | ISHARES CORE MSCI EAFE ETF | ADD | — | 0.1% | +0.0% | 1.5 | 15,157 | +14 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES COR | HOLD | — | 0.1% | +0.0% | 1.4 | 15,822 | +0 | 5 | — |
| ☆MMM funds › | 3M CO | TRIM | — | 0.1% | +0.0% | 1.3 | 8,324 | -200 | 5 | — |
| ☆SYY funds › | SYSCO CORP | HOLD | — | 0.1% | +0.0% | 1.3 | 16,074 | +0 | 5 | — |
| ☆ZBH funds › | ZIMMER BIOMET HLDGS INC | TRIM | — | 0.1% | -0.0% | 1.2 | 13,999 | -22 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -0.1% | 0.9 | 5,992 | -7,525 | 5 | — |
| ☆VB funds › | VANGUARD MORNINGSTAR SMALL-CAP | HOLD | — | 0.1% | +0.0% | 0.8 | 2,502 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY CLASS B | ADD | — | 0.1% | +0.0% | 0.7 | 1,488 | +78 | 4 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.1% | +0.0% | 0.7 | 8,000 | +0 | 5 | — |
| ☆LH funds › | LABCORP HLDGS INC | HOLD | — | 0.1% | -0.0% | 0.7 | 2,400 | +0 | 5 | — |
| ☆IGSB funds › | ISHARES 1-5 YEAR INVESTMENT GR | NEW | — | 0.1% | +0.1% | 0.7 | 12,765 | +12,765 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC CLASS A | ADD | — | 0.1% | +0.0% | 0.7 | 1,869 | +72 | 5 | — |
| ☆IEX funds › | IDEX CORP | HOLD | — | 0.1% | +0.0% | 0.7 | 2,907 | +0 | 5 | — |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.1% | -0.0% | 0.7 | 18,684 | -475 | 5 | — |
| ☆DOW funds › | DOW INC | HOLD | — | 0.1% | -0.0% | 0.6 | 23,656 | +0 | 5 | — |
| ☆XOM funds › | EXXONMOBIL HLDGS CORP | NEW | — | 0.1% | +0.1% | 0.6 | 4,582 | +4,582 | 1 | — |
| ☆URI funds › | UNITED RENTALS INC | HOLD | — | 0.0% | +0.0% | 0.5 | 452 | +0 | 5 | — |
| ☆AVUS funds › | AVANTIS US EQUITY ETF | TRIM | — | 0.0% | +0.0% | 0.5 | 3,611 | -25 | 5 | — |
| ☆GLD funds › | SPDR GOLD SHARES | TRIM | — | 0.0% | -0.0% | 0.4 | 1,164 | -8 | 5 | — |
| ☆NVDA funds › | NVIDIA CORP | ADD | — | 0.0% | +0.0% | 0.4 | 2,089 | +124 | 2 | — |
| ☆IGIB funds › | ISHARES 5-10 YEAR INVESTMENT G | TRIM | — | 0.0% | -0.0% | 0.4 | 7,440 | -242 | 5 | — |
| ☆MTB funds › | M&T BK CORP | TRIM | — | 0.0% | -0.0% | 0.4 | 1,608 | -182 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSIN | HOLD | — | 0.0% | +0.0% | 0.4 | 1,699 | +0 | 5 | — |
| ☆MUNY funds › | VANGUARD NEW YORK TAX-EXEMPT B | NEW | — | 0.0% | +0.0% | 0.4 | 3,461 | +3,461 | 1 | — |
| ☆EXR funds › | EXTRA SPACE STORAGE INC REIT | TRIM | — | 0.0% | -0.0% | 0.3 | 2,388 | -200 | 5 | — |
| ☆IWM funds › | ISHARES RUSSELL 2000 ETF | ADD | — | 0.0% | +0.0% | 0.3 | 1,138 | +104 | 4 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC CLASS CLASS | HOLD | — | 0.0% | -0.0% | 0.3 | 5,860 | +0 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.0% | -0.0% | 0.3 | 16,320 | -400 | 5 | — |
| ☆LSBK funds › | LAKE SHORE BANCORP INC M | ADD | — | 0.0% | +0.0% | 0.3 | 18,218 | +102 | 4 | — |
| ☆VCLT funds › | VANGUARD LONG-TERM CORPORATE B | TRIM | — | 0.0% | -0.0% | 0.3 | 4,130 | -9 | 5 | — |
| ☆TER funds › | TERADYNE INC | NEW | — | 0.0% | +0.0% | 0.3 | 593 | +593 | 1 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 287 | +0 | 5 | — |
| ☆LVMUY funds › | LVMH MOET HENNESSY LOU F SPONS | HOLD | — | 0.0% | -0.0% | 0.3 | 2,359 | +0 | 5 | — |
| ☆VEA funds › | VANGUARD FTSE DEVELOPED MARKET | NEW | — | 0.0% | +0.0% | 0.2 | 3,411 | +3,411 | 1 | — |
| ☆TFC funds › | TRUIST FINL CORP | HOLD | — | 0.0% | +0.0% | 0.2 | 4,818 | +0 | 5 | — |
| ☆TRV funds › | TRAVELERS COS INC | HOLD | — | 0.0% | +0.0% | 0.2 | 700 | +0 | 3 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.0% | +0.0% | 0.2 | 978 | +978 | 1 | — |
| ☆IBM funds › | IBM CORP | NEW | — | 0.0% | +0.0% | 0.2 | 753 | +753 | 1 | — |
| ☆DHI funds › | D R HORTON INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,279 | +1,279 | 1 | — |
| ☆TCEHY funds › | TENCENT HLDGS LTD F UNSPONSORE | HOLD | — | 0.0% | -0.0% | 0.2 | 3,646 | +0 | 5 | — |
| ☆GANX funds › | GAIN THERAPEUTICS INC | HOLD | — | 0.0% | -0.0% | 0.0 | 15,400 | +0 | 5 | — |
| ☆NAK funds › | NORTHERN DYNASTY MINER F | NEW | — | 0.0% | +0.0% | 0.0 | 10,131 | +10,131 | 1 | — |
| ☆NAUFF funds › | NEVGOLD CORP NEW F | NEW | — | 0.0% | +0.0% | 0.0 | 10,000 | +10,000 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,958 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,622 | 0 | — |
| ☆VBIL funds › | VANGUARD 0-3 MONTH TREASURY BI | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,507 | 0 | — |
| ☆ZTS funds › | ZOETIS INC CLASS CLASS A | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,508 | 0 | — |
| ☆INTU funds › | INTUIT | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -497 | 0 | — |
| ☆LQD funds › | ISHARES IBOXX $ INVESTMENT GRA | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,500 | 0 | — |
| ☆BKNG funds › | BOOKING HLDGS INC | EXIT | — | 0.0% | -2.0% | 0.0 | 0 | -5,512 | 0 | — |
| ☆AJG funds › | GALLAGHER ARTHUR J & CO | EXIT | — | 0.0% | -3.2% | 0.0 | 0 | -172,035 | 0 | — |
| ☆HUBB funds › | HUBBELL INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -442 | 0 | — |
| ☆SPGI funds › | S&P GLOBAL INC | EXIT | — | 0.0% | -2.6% | 0.0 | 0 | -72,194 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,230 | 98 | 0.16 | 43% | 0.033 | 0.415 | — | in |
| 2026Q1 | 1,163 | 95 | 0.26 | 46% | 0.037 | 0.276 | — | in |
| 2025Q4 | 1,404 | 104 | 0.08 | 45% | 0.033 | 0.604 | — | in |
| 2025Q3 | 1,433 | 107 | 0.09 | 46% | 0.034 | 0.599 | — | in |
| 2025Q2 | 1,392 | 101 | 0.10 | 51% | 0.039 | 0.661 | — | entered |
| 2025Q1 | 1,216 | 93 | 0.00 | 50% | 0.039 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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