HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR BLOOMBERG 1 3 MNTH T BLL (BIL) |
1,372,439 | +936,339 | $125,427 |
| BIL | 1,372,439 | +936,339 | $125,427 |
| PALO ALTO NETWORKS INC |
228,418 | -42,103 | $67,356 |
| PANW | 228,418 | -42,103 | $67,356 |
| TRANSMEDICS GROUP INC |
763,201 | +30,591 | $60,239 |
| TMDX | 763,201 | +30,591 | $60,239 |
| SERVICENOW INC |
76,367 | -15,851 | $53,952 |
| NOW | 76,367 | -15,851 | $53,952 |
| BIO TECHNE CORP |
690,699 | +77,638 | $53,294 |
| TECH | 690,699 | +77,638 | $53,294 |
| INTUITIVE SURGICAL INC NEW |
156,914 | +446 | $52,937 |
| ISRG | 156,914 | +446 | $52,937 |
| U S BANCORP DE NEW |
1,182,616 | +137,729 | $51,184 |
| USB | 1,182,616 | +137,729 | $51,184 |
| SCHWAB CHARLES CORP NEW |
738,600 | +114,096 | $50,816 |
| SCHW | 738,600 | +114,096 | $50,816 |
| LITTELFUSE INC |
189,089 | +626 | $50,593 |
| LFUS | 189,089 | +626 | $50,593 |
| TYLER TECHNOLOGIES INC |
111,725 | -77 | $46,715 |
| TYL | 111,725 | -77 | $46,715 |
| S&P GLOBAL INC |
103,460 | -20,071 | $45,576 |
| SPGI | 103,460 | -20,071 | $45,576 |
| LINDE PLC NEW |
104,436 | -24,540 | $42,893 |
| LIN | 104,436 | -24,540 | $42,893 |
| SITEONE LANDSCAPE SUPPLY |
258,480 | +1,796 | $42,003 |
| SITE | 258,480 | +1,796 | $42,003 |
| UBER TECHNOLOGIES INC |
616,355 | +134,464 | $37,949 |
| UBER | 616,355 | +134,464 | $37,949 |
| AMPHENOL CORP CLASS |
371,608 | +2,206 | $36,838 |
| APH | 371,608 | +2,206 | $36,838 |
| ZIMMER BIOMET HOLDINGS INC |
286,694 | -56,556 | $34,891 |
| ZBH | 286,694 | -56,556 | $34,891 |
| ADOBE INC |
55,469 | -12,706 | $33,093 |
| ADBE | 55,469 | -12,706 | $33,093 |
| GRACO INC |
370,601 | -4,849 | $32,153 |
| GGG | 370,601 | -4,849 | $32,153 |
| BOOKING HOLDINGS INC |
8,887 | -46 | $31,524 |
| BKNG | 8,887 | -46 | $31,524 |
| COSTAR GROUP INC |
339,446 | +5,465 | $29,664 |
| CSGP | 339,446 | +5,465 | $29,664 |
| DANAHER CORP |
117,567 | +2,725 | $27,198 |
| DHR | 117,567 | +2,725 | $27,198 |
| ZOETIS INC CL A |
132,606 | +2,666 | $26,173 |
| ZTS | 132,606 | +2,666 | $26,173 |
| TELEDYNE TECHNOLOGIES INC |
47,137 | +47,137 | $21,037 |
| TDY | 47,137 | +47,137 | $21,037 |
| MICROSOFT CORP |
27,835 | -556 | $10,467 |
| MSFT | 27,835 | -556 | $10,467 |
| APPLE INC |
45,295 | -987 | $8,721 |
| AAPL | 45,295 | -987 | $8,721 |
| BROADCOM INC |
5,845 | -653 | $6,524 |
| AVGO | 5,845 | -653 | $6,524 |
| BLACKROCK INC |
6,887 | -673 | $5,591 |
| BLK | 6,887 | -673 | $5,591 |
| PROCTER & GAMBLE |
38,084 | -2,909 | $5,581 |
| PG | 38,084 | -2,909 | $5,581 |
| JPMORGAN CHASE & CO |
30,972 | -3,332 | $5,268 |
| JPM | 30,972 | -3,332 | $5,268 |
| WASTE MANAGEMENT INC |
27,649 | -3,261 | $4,952 |
| WM | 27,649 | -3,261 | $4,952 |
| HOME DEPOT INC |
14,260 | -1,305 | $4,942 |
| HD | 14,260 | -1,305 | $4,942 |
| CATERPILLAR INC |
16,577 | -1,678 | $4,901 |
| CAT | 16,577 | -1,678 | $4,901 |
| MCDONALDS CORP |
16,225 | -1,417 | $4,811 |
| MCD | 16,225 | -1,417 | $4,811 |
| BOEING CO |
18,117 | -2,646 | $4,722 |
| BA | 18,117 | -2,646 | $4,722 |
| CHEVRON CORP |
31,495 | -3,077 | $4,698 |
| CVX | 31,495 | -3,077 | $4,698 |
| QUALCOMM INC |
32,466 | -3,157 | $4,696 |
| QCOM | 32,466 | -3,157 | $4,696 |
| MERCK & CO. INC. |
41,899 | -4,796 | $4,568 |
| MRK | 41,899 | -4,796 | $4,568 |
| AMERICAN EXPRESS CO |
23,603 | -2,493 | $4,422 |
| AXP | 23,603 | -2,493 | $4,422 |
| PAYCHEX INC |
34,898 | -3,555 | $4,157 |
| PAYX | 34,898 | -3,555 | $4,157 |
| UNITEDHEALTH GRP INC |
7,886 | -823 | $4,152 |
| UNH | 7,886 | -823 | $4,152 |
| JOHNSON & JOHNSON |
25,476 | -2,704 | $3,993 |
| JNJ | 25,476 | -2,704 | $3,993 |
| THE COCA COLA CO |
66,360 | -6,527 | $3,911 |
| KO | 66,360 | -6,527 | $3,911 |
| JOHNSON CONTROLS INTER F |
65,950 | -6,374 | $3,801 |
| JCI | 65,950 | -6,374 | $3,801 |
| NIKE INC CLASS B |
34,749 | -3,151 | $3,773 |
| NKE | 34,749 | -3,151 | $3,773 |
| SYSCO CORP |
51,520 | -4,728 | $3,768 |
| SYY | 51,520 | -4,728 | $3,768 |
| GENERAL MILLS INC |
56,897 | -4,906 | $3,706 |
| GIS | 56,897 | -4,906 | $3,706 |
| DOW INC |
66,564 | -8,129 | $3,650 |
| DOW | 66,564 | -8,129 | $3,650 |
| TEXAS INSTRUMENTS |
20,928 | -1,665 | $3,567 |
| TXN | 20,928 | -1,665 | $3,567 |
| VERIZON COMMUNICATN |
75,073 | -12,483 | $2,830 |
| VZ | 75,073 | -12,483 | $2,830 |
| PFIZER INC |
97,032 | -10,601 | $2,794 |
| PFE | 97,032 | -10,601 | $2,794 |
See Full List: All Stocks Held By Sandhill Capital Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sandhill Capital Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,203,474 At 09/30/2023: $1,066,610 Sandhill Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sandhill Capital Partners LLC 13F filings. Link to 13F filings: SEC filings |
