Portfolio (Quarterly)
Guide ↗
Sandhill Capital Partners LLC
· CIK 0001556245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TYL | TYLER TECHNOLOGIES INC | Technology | 100,135 | $45.5M | 3.24% | SOLD |
| 2 | CDNS | CADENCE DESIGN SYS INC | Technology | 129,137 | $40.4M | 2.88% | SOLD |
| 3 | TTAN | SERVICETITAN INC CLASS A | Technology | 343,650 | $36.6M | 2.61% | SOLD |
| 4 | SITE | SITEONE LANDSCAPE SUPPLY | Industrials | 126,212 | $15.7M | 1.12% | SOLD |
| 5 | SPY | STATE STREET SPDR S&P 500 TRUS | Financial Services | 16,910 | $11.5M | 0.82% | SOLD |
| 6 | TSLA | TESLA INC | Consumer Cyclical | 1,823 | $820K | 0.06% | SOLD |
| 7 | BNL | BROADSTONE NET LEASE INC REIT | Real Estate | 45,769 | $795K | 0.06% | SOLD |
| 8 | INTC | INTEL CORP | Technology | 20,696 | $764K | 0.05% | SOLD |
| 9 | LHX | L3HARRIS TECHNOLOGIES IN | Industrials | 1,800 | $528K | 0.04% | SOLD |
| 10 | DHR | DANAHER CORP | Healthcare | 2,263 | $518K | 0.04% | SOLD |
| 11 | BITB | BITWISE BITCOIN ETF | Financial Services | 10,635 | $506K | 0.04% | SOLD |
| 12 | ADBE | ADOBE INC | Technology | 762 | $267K | 0.02% | SOLD |
| 13 | DIS | DISNEY WALT CO | Communication Services | 2,343 | $267K | 0.02% | SOLD |
| 14 | MA | MASTERCARD INC CLASS CLASS A | Financial Services | 400 | $228K | 0.02% | SOLD |
| 15 | IBM | IBM CORP | Technology | 745 | $221K | 0.02% | SOLD |
| 16 | GGG | GRACO INC | Industrials | 2,547 | $209K | 0.01% | SOLD |
| 17 | HODL | VANECK BITCOIN ETF | — | 8,416 | $208K | 0.01% | SOLD |
Sector Allocation
Technology
38.7%
Industrials
22.8%
Financial Services
15.9%
Healthcare
9.0%
Consumer Cyclical
6.8%
Basic Materials
4.1%
Consumer Defensive
1.5%
Energy
0.7%
Communication Services
0.5%
Real Estate
0.0%