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Investment manager · 13F filer · SEC CIK 1556245
Sandhill Capital Partners LLC
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Reported value$1.13Bas of Sep 30, 2026
Positions99 8 new, 7 sold out
Top 10 weight45.2%BIL alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILState Street SPDR Bloomberg 1-
11.2%Added +26%
APHAmphenol Corp
4.5%Trimmed −9%
MSFTMicrosoft Corp
4.3%Trimmed −17%
TXNTexas Instruments Inc
3.9%Trimmed −9%
SCHWCharles Schwab Corp
3.7%Trimmed −10%
NOWServiceNow, Inc.
3.6%Trimmed −27%
SYKStryker Corp
3.6%Trimmed −7%
GEGeneral Electric Co
3.5%Trimmed −10%
ISRGIntuitive Surgical Inc
3.4%Added +18%
ANETArista Networks, Inc.
3.4%−15%
FSSFederal Signal Corp
3.3%+8%
AMZNAmazon.com Inc
3.3%Trimmed −9%
BILState Street SPDR Bloomberg 1-
11.2%Added +26%
APHAmphenol Corp
4.5%
MSFTMicrosoft Corp
4.3%
TXNTexas Instruments Inc
3.9%
SCHWCharles Schwab Corp
3.7%
NOWServiceNow, Inc.
3.6%−27%
SYKStryker Corp
3.6%
GEGeneral Electric Co
3.5%
ISRGIntuitive Surgical Inc
3.4%
ANET3.4%FSS3.3%AMZN3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL State Street SPDR Bloomberg 1- 11.2% Added +26%
APH Amphenol Corp 4.5% Trimmed −9%MSFT Microsoft Corp 4.3% Trimmed −17%TXN Texas Instruments Inc 3.9% Trimmed −9%SCHW Charles Schwab Corp 3.7% Trimmed −10%NOW ServiceNow, Inc. 3.6% Trimmed −27%SYK Stryker Corp 3.6% Trimmed −7%GE General Electric Co 3.5% Trimmed −10%ISRG Intuitive Surgical Inc 3.4% Added +18%ANET Arista Networks, Inc. 3.4% Trimmed −15%FSS Federal Signal Corp 3.3% Added +8%AMZN Amazon.com Inc 3.3% Trimmed −9%What changed
Biggest moves since Jun 30, 2026
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