Portfolio (Quarterly)
Guide ↗
Sandhill Capital Partners LLC
· CIK 0001556245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | GGG | GRACO INC | Industrials | 2,547.0 | $209K | 0.01% | NEW | — | $81.97 | -6.9% |
| 102 | HODL | VANECK BITCOIN ETF | — | 8,416.0 | $208K | 0.01% | NEW | — | $24.73 | -13.2% |
| 103 | TRV | TRAVELERS COS INC | Financial Services | 710.0 | $206K | 0.01% | NEW | — | $290.26 | +5.0% |
| 104 | GANX | GAIN THERAPEUTICS INC | Healthcare | 15,400.0 | $50K | 0.00% | NEW | — | $3.22 | -43.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.3%
Industrials
24.1%
Financial Services
19.1%
Healthcare
6.6%
Consumer Cyclical
3.8%
Basic Materials
3.0%
Consumer Defensive
1.2%
Energy
0.5%
Communication Services
0.3%
Real Estate
0.1%