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| Name: |
SANDHILL CAPITAL PARTNERS LLC |
| City: |
BUFFALO |
| State: |
NY |
| Zip: |
14202 |
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| Holdings
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38 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NOW |
Servicenow, Inc. |
3 |
- |
$730.17 |
$57,809,000 |
75,825 |
4.63% |
3,857,000 |
-542 |
0.039 |
Information Technolog... |
|
|
ISRG |
Intuitive Surgical Inc |
4 |
- |
$372.63 |
$56,958,000 |
142,719 |
4.56% |
4,021,000 |
-14,195 |
0.04 |
Medical Appliances & ... |
|
|
TMDX |
Transmedics Group, Inc. |
5 |
- |
$145.96 |
$54,248,000 |
733,671 |
4.34% |
-5,991,000 |
-29,530 |
2.043 |
N/A |
|
|
SCHW |
Charles Schwab Corp |
6 |
- |
$72.84 |
$53,265,000 |
736,312 |
4.26% |
2,449,000 |
-2,288 |
0.041 |
Investment Brokerage ... |
|
|
USB |
US Bancorp Delaware |
8 |
- |
$39.29 |
$52,767,000 |
1,180,473 |
4.22% |
1,583,000 |
-2,143 |
0.078 |
Domestic Regional Banks |
|
|
LIN |
Linde Plc |
11 |
- |
$440.02 |
$45,646,000 |
98,307 |
3.65% |
2,753,000 |
-6,129 |
0.02 |
N/A |
|
|
SPGI |
S&P Global Inc |
13 |
- |
$435.85 |
$43,990,000 |
103,397 |
3.52% |
-1,586,000 |
-63 |
0.031 |
Publishing |
|
|
TYL |
Tyler Technologies Inc |
14 |
- |
$472.90 |
$43,885,000 |
103,257 |
3.51% |
-2,830,000 |
-8,468 |
0.257 |
Information Technolog... |
|
|
APH |
Amphenol Corp |
15 |
- |
$69.73 |
$42,668,000 |
369,901 |
3.41% |
5,830,000 |
-1,707 |
0.062 |
Diversified Electronics |
|
|
BKNG |
Booking Holdings Inc |
19 |
- |
$3,973.18 |
$24,963,000 |
6,881 |
2% |
-6,561,000 |
-2,006 |
0.014 |
Internet Software & S... |
|
|
CSGP |
CoStar Group Inc |
20 |
- |
$72.73 |
$23,545,000 |
243,738 |
1.88% |
-6,119,000 |
-95,708 |
0.06 |
Business Software & S... |
|
|
MSFT |
Microsoft Corp |
24 |
- |
$446.34 |
$11,380,000 |
27,048 |
0.91% |
913,000 |
-787 |
0 |
Application Software |
|
|
AAPL |
Apple Inc |
25 |
- |
$214.29 |
$7,687,000 |
44,825 |
0.62% |
-1,034,000 |
-470 |
0 |
Personal Computers |
|
|
AVGO |
Broadcom Limited |
26 |
- |
$1,802.52 |
$7,604,000 |
5,737 |
0.61% |
1,080,000 |
-108 |
0.001 |
Semiconductor- Broad... |
|
|
PG |
Procter & Gamble Co |
27 |
- |
$168.56 |
$6,165,000 |
37,999 |
0.49% |
584,000 |
-85 |
0.002 |
Cleaning Products |
|
|
JPM |
JP Morgan Chase & Co |
28 |
- |
$197.00 |
$6,110,000 |
30,504 |
0.49% |
842,000 |
-468 |
0.001 |
Domestic Money Center... |
|
|
CAT |
Caterpillar Inc |
29 |
- |
$325.14 |
$5,979,000 |
16,317 |
0.48% |
1,078,000 |
-260 |
0.003 |
Farm & Construction M... |
|
|
WM |
Waste Management Inc |
30 |
- |
$207.89 |
$5,785,000 |
27,141 |
0.46% |
833,000 |
-508 |
0.006 |
Waste Management |
|
|
BLK |
BlackRock Inc A |
31 |
- |
$783.65 |
$5,623,000 |
6,745 |
0.45% |
32,000 |
-142 |
0.004 |
Investment Brokerage ... |
|
|
QCOM |
QUALCOMM Inc |
32 |
- |
$227.09 |
$5,426,000 |
32,049 |
0.43% |
730,000 |
-417 |
0.003 |
Communication Equipment |
|
|
HD |
Home Depot Inc |
34 |
- |
$353.87 |
$5,400,000 |
14,077 |
0.43% |
458,000 |
-183 |
0 |
Home Improvement Stores |
|
|
MRK |
Merck & Co Inc |
33 |
- |
$131.20 |
$5,400,000 |
40,923 |
0.43% |
832,000 |
-976 |
0.002 |
Drug Manufacturers - ... |
|
|
AXP |
American Express Co |
36 |
- |
$229.31 |
$5,285,000 |
23,213 |
0.42% |
863,000 |
-390 |
0.003 |
Credit Services |
|
|
MCD |
McDonalds Corp |
38 |
- |
$250.79 |
$4,523,000 |
16,042 |
0.36% |
-288,000 |
-183 |
0.002 |
Restaurants |
|
|
PAYX |
Paychex Inc |
41 |
- |
$125.46 |
$4,223,000 |
34,391 |
0.34% |
66,000 |
-507 |
0.01 |
Staffing & Outsourcin... |
|
|
BA |
Boeing Co |
47 |
- |
$174.99 |
$3,438,000 |
17,812 |
0.28% |
-1,284,000 |
-305 |
0.003 |
Aerospace/Defense - M... |
|
|
EW |
Edwards Lifesciences Corp |
52 |
- |
$29.26 |
$1,956,000 |
20,472 |
0.16% |
52,000 |
-4,500 |
0.003 |
Medical Appliances & ... |
|
|
ZBH |
Zimmer Holdings Inc |
53 |
- |
$106.69 |
$1,923,000 |
14,570 |
0.15% |
-32,968,000 |
-272,124 |
0.007 |
Medical Appliances & ... |
|
|
IVV |
iShares Core S&P 500 Etf |
55 |
- |
$549.64 |
$1,424,000 |
2,709 |
0.11% |
93,000 |
-78 |
0 |
Closed - End Fund - E... |
|
|
INTC |
Intel Corp |
56 |
- |
$30.63 |
$1,084,000 |
24,550 |
0.09% |
-202,000 |
-1,050 |
0.001 |
Semiconductor- Broad... |
|
|
MMM |
3M Co |
57 |
- |
$100.77 |
$1,006,000 |
9,486 |
0.08% |
-162,000 |
-1,200 |
0.002 |
Conglomerates |
|
|
DIS |
Walt Disney Co |
61 |
- |
$101.50 |
$672,000 |
5,496 |
0.05% |
-104,000 |
-3,101 |
0 |
Entertainment - Diver... |
|
|
HON |
Honeywell International Inc |
67 |
- |
$212.87 |
$431,000 |
2,098 |
0.03% |
-160,000 |
-721 |
0 |
Conglomerates |
|
|
EXR |
Extra Space Storage Inc |
71 |
- |
$159.28 |
$380,000 |
2,588 |
0.03% |
-69,000 |
-212 |
0.001 |
REIT - Industrial |
|
|
NVO |
Novo Nordisk A/S (ADR) |
75 |
- |
$140.80 |
$332,000 |
2,582 |
0.03% |
13,000 |
-500 |
0 |
Drug Manufacturers - ... |
|
|
MTB |
M&T Bank Corp |
77 |
- |
$146.82 |
$315,000 |
2,166 |
0.03% |
7,000 |
-78 |
0.001 |
Domestic Regional Banks |
|
|
VEEV |
Veeva Systems Inc |
80 |
- |
$178.74 |
$278,000 |
1,200 |
0.02% |
-109,000 |
-810 |
0.001 |
Healthcare Informatio... |
|
|
APTV |
Aptiv PLC |
82 |
- |
$74.95 |
$239,000 |
3,006 |
0.02% |
-36,000 |
-63 |
0.001 |
Auto Parts |
|
