Sandhill Capital Partners
Sandhill Capital Partners reported 98 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BIL (8.2%), APH (4.7%) and GE (4.3%). Compared with Q1 2026, the fund opened new positions in FSS, FPS and BMI, added to SYK, GWRE and ISRG, trimmed BIL, APH and GE and sold out of AJG, SPGI and BKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIL ST Stert Spdr Blmbg 1 3 | $100M | 8.2% | 1.1M | −163K (−13%) | 8 of 8 | |
| 2 |  APH Amphenol Corp New | $58.2M | 4.7% | 330K | −48K (−13%) | 8 of 8 | |
| 3 |  GE GE Aerospace | $53M | 4.3% | 142K | −13K (−9%) | 8 of 8 | |
| 4 |  TXN Texas Instrs Inc | $51.3M | 4.2% | 172K | −14K (−7%) | 8 of 8 | |
| 5 |  SYK Stryker Corporation | $49.5M | 4.0% | 157K | +46K (+42%) | 2 of 8 | |
| 6 |  PANW Palo Alto Networks Inc | $48.2M | 3.9% | 141K | −123K (−47%) | 8 of 8 | |
| 7 |  SCHW Schwab Charles Corp | $43.8M | 3.6% | 475K | −42K (−8%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $42.5M | 3.5% | 114K | −7,757 (−6%) | 8 of 8 | |
| 9 |  NOW Servicenow Inc | $41.6M | 3.4% | 419K | −126K (−23%) | 8 of 8 | |
| 10 |  FSS Federal Signal Corp | $40.8M | 3.3% | 317K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AJG Gallagher Arthur J & Co | $37.3M | 172K |
 SPGI S&P Global Inc | $30.7M | 72K |
 BKNG Booking Hldgs Inc | $23.2M | 5,512 |
 VBIL Vanguard 0-3 Month | $871K | 12K |
 XOM Exxon Mobil Corp | $784K | 4,622 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sandhill Capital Partners 13F FAQ
What does Sandhill Capital Partners own?
Sandhill Capital Partners reported 98 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BIL (8.2%), APH (4.7%) and GE (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Sandhill Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 27 added to, 40 trimmed and 10 sold out. New positions include FSS, FPS and BMI. It sold all of AJG, SPGI and BKNG.
When will Sandhill Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sandhill Capital Partners's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.