Portfolio (Quarterly)
Guide ↗
Sandhill Capital Partners LLC
· CIK 0001556245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 172,035 | $37.3M | 3.21% | SOLD |
| 2 | SPGI | S&P GLOBAL INC | Financial Services | 72,194 | $30.7M | 2.64% | SOLD |
| 3 | BKNG | BOOKING HLDGS INC | Consumer Cyclical | 5,512 | $23.2M | 2.00% | SOLD |
| 4 | VBIL | VANGUARD 0-3 MONTH TREASURY BI | — | 11,507 | $871K | 0.07% | SOLD |
| 5 | XOM | EXXON MOBIL CORP | Energy | 4,622 | $784K | 0.07% | SOLD |
| 6 | HON | HONEYWELL INTL INC | Industrials | 1,958 | $443K | 0.04% | SOLD |
| 7 | ZTS | ZOETIS INC CLASS CLASS A | Healthcare | 2,508 | $296K | 0.03% | SOLD |
| 8 | LQD | ISHARES IBOXX $ INVESTMENT GRA | — | 2,500 | $272K | 0.02% | SOLD |
| 9 | HUBB | HUBBELL INC | Industrials | 442 | $217K | 0.02% | SOLD |
| 10 | INTU | INTUIT | Technology | 497 | $215K | 0.02% | SOLD |
Sector Allocation
Technology
46.0%
Industrials
24.5%
Financial Services
9.4%
Healthcare
9.1%
Consumer Cyclical
7.6%
Consumer Defensive
2.4%
Energy
0.9%
Basic Materials
0.1%