Long-term investor
Sandhill Capital Partners LLC @sandhillcapitalpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001556245).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months -0.4% · 1 year +3.7% · all +3.7%
- Max drawdown -8.8% · Sharpe -0.11 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIL · 8.1% · long · since 2025-06-30
- APH · 4.7% · long · since 2025-06-30
- GE · 4.3% · long · since 2025-06-30
- TXN · 4.2% · long · since 2025-06-30
- SYK · 4.0% · long · since 2026-03-31
- PANW · 3.9% · long · since 2025-06-30
- SCHW · 3.6% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- NOW · 3.4% · long · since 2025-06-30
- FSS · 3.3% · long · since 2026-06-30
- CR · 3.3% · long · since 2025-06-30
- SPXC · 3.2% · long · since 2025-06-30