Institutional Fund
Sandhill Capital Partners LLC
Buffalo, NYCIK 15562455 filings on record
Portfolio Value
$1.16B
Q1 2026
Holdings
95
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-17.2%
from $1.40B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust9.9%
- Servicenow Inc4.9%
- Aecom4.3%
- Schwab Charles Corp4.2%
- Amphenol Corp New4.1%
- Microsoft Corp3.9%
- Other68.8%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.26M | $115.13M | 9.9% | +265.5K | Added |
| 2 | Servicenow Inc | 544.6K | $56.94M | 4.9% | +217.2K | Added |
| 3 | Aecom | 585.5K | $49.66M | 4.3% | +113.3K | Added |
| 4 | Schwab Charles Corp | 517.1K | $48.60M | 4.2% | −55.8K | Reduced |
| 5 | Amphenol Corp New | 378.7K | $47.85M | 4.1% | −234.1K | Reduced |
| 6 | Microsoft Corp | 121.8K | $45.09M | 3.9% | +94.1K | Added |
| 7 | Ge Aerospace | 155.1K | $44.02M | 3.8% | −36.4K | Reduced |
| 8 | Palo Alto Networks Inc | 264.5K | $42.40M | 3.6% | −136.4K | Reduced |
| 9 | Uber Technologies Inc | 574.9K | $41.36M | 3.6% | −63.0K | Reduced |
| 10 | Linde PLC | 82.7K | $41.01M | 3.5% | −7.2K | Reduced |
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