$280 Million is the total value of Sandhill Capital Partners LLC's 84 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MWIV | New | MWI VETERINARY SUPPLY INC COM | $10,642,000 | – | 71,712 | +100.0% | 3.80% | – |
| CHMT | New | CHEMTURA CORP COM | $9,455,000 | – | 405,261 | +100.0% | 3.37% | – |
| WMS | New | ADVANCED DRAIN SYS INC DEL COM | $2,498,000 | – | 119,250 | +100.0% | 0.89% | – |
| IEX | New | IDEX CORP COM | $554,000 | – | 7,657 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ADOBE SYSTEMS INC COM | 45 | Q2 2024 | 5.8% |
| JP MORGAN CHASE & CO COM ISIN# | 45 | Q2 2024 | 4.0% |
| BOEING CO COM | 45 | Q2 2024 | 4.1% |
| 3M COMPANY COM | 45 | Q2 2024 | 0.8% |
| APPLE INC COM | 45 | Q2 2024 | 0.9% |
| PROCTER GAMBLE CO COM | 45 | Q2 2024 | 0.6% |
| JOHNSON & JOHNSON COM | 45 | Q2 2024 | 0.5% |
| WASTE MGMT INC DEL COM | 45 | Q2 2024 | 0.6% |
| HOME DEPOT INC COM | 45 | Q2 2024 | 0.5% |
| CHEVRON CORPORATION COM | 45 | Q2 2024 | 0.7% |
View Sandhill Capital Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| SC 13G/A | 2023-02-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
View Sandhill Capital Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.