Sandhill Capital Partners LLC — 13F Holdings & Portfolio
CIK 1556245 · latest 13F-HR filed 2026-08-13
Sandhill Capital Partners LLC manages $1.23B in 13F-reported U.S. long-equity assets across 98 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BIL (8.15%), APH (4.73%), GE (4.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions and exited 10; 52 existing positions rose in reported value and 17 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 43%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 31, 2026.
SUITE 1300
BUFFALO, NY 14202
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| JOHNSTON, EDWIN, MCCLELLAN Control | FOUNDER since Dec 2003 | 50–75% | Individual |
| AMOIA, JONATHAN, JOSEPH | PARTNER, MANAGING DIRECTOR since Jan 2016 | 10–25% | Individual |
| GOUBRIAL, SHANT, SHAWKY | CHIEF OPERATIONS OFFICER & MANAGING PARTNER since Feb 2015 | 10–25% | Individual |
| HASSLER, KRISTYNA, ALLSOP | PARTNER, MANAGING PARTNER since Jan 2026 | 5–10% | Individual |
| KICINSKI, CHRISTOPHER, STANLEY | PARTNER, MANAGING PARTNER since Mar 2012 | 5–10% | Individual |
| LARRY, MARK, JOSEPH | PARTNER, SENIOR EQUITY ANALYST since Jan 2018 | 5–10% | Individual |
| MYERS, RYAN, ANDREW | PARTNER, CHIEF COMPLIANCE OFFICER since Mar 2016 | Less than 5% | Individual |
| RYSKALCZYK, RICHARD, WILLIAM | PORTFOLIO MANAGER & MANAGING PARTNER since Apr 2023 | 10–25% | Individual |
| STOLZENBURG, LARRY, SCOTT | PARTNER since Mar 2012 | 5–10% | Individual |
| VANDEGUCHTE, AARON, ROBERT | PARTNER,CHIEF EQUITY ANALYST since Jul 2021 | Less than 5% | Individual |
Ownership & leadership changes · 23 filings with changes since Feb 17, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedGOUBRIAL, SHANT, SHAWKY · title CHIEF OPERATIONS OFFICER & CO-MANAGING PARTNER → CHIEF OPERATIONS OFFICER & MANAGING PARTNER
- ChangedHASSLER, KRISTYNA, ALLSOP · title PARTNER, INVESTMENT ADVISOR → PARTNER, MANAGING PARTNER
- ChangedKICINSKI, CHRISTOPHER, STANLEY · title PARTNER, INVESTMENT ADVISOR → PARTNER, MANAGING PARTNER
- ChangedRYSKALCZYK, RICHARD, WILLIAM · title PORTFOLIO MANAGER & CO-MANAGING PARTNER → PORTFOLIO MANAGER & MANAGING PARTNER
- ChangedJOHNSTON, EDWIN, MCCLELLAN · title FOUNDER, PORTFOLIO MANAGER → FOUNDER
- ChangedRYSKALCZYK, RICHARD, WILLIAM · title CHIEF EQUITY ANALYST & CO-MANAGING PARTNER → PORTFOLIO MANAGER & CO-MANAGING PARTNER
- ChangedVANDEGUCHTE, AARON, ROBERT · title PARTNER, SENIOR ANALYST → PARTNER,CHIEF EQUITY ANALYST
- No longer listedBERNSTEIN, MARC, DAVID · PARTNER, INVESTMENT ADVISOR · Less than 5% · listed since Nov 2017
- ChangedAMOIA, JONATHAN, JOSEPH · ownership 5–10% → 10–25%
- ChangedGOUBRIAL, SHANT, SHAWKY · ownership 5–10% → 10–25%
- ChangedHASSLER, KRISTYNA, ALLSOP · ownership Less than 5% → 5–10%
- ChangedKICINSKI, CHRISTOPHER, STANLEY · ownership Less than 5% → 5–10%
- ChangedLARRY, MARK, JOSEPH · ownership Less than 5% → 5–10%
- ChangedRYSKALCZYK, RICHARD, WILLIAM · ownership 5–10% → 10–25%
- ChangedJOHNSTON, EDWIN, MCCLELLAN · title MANAGING PARTNER → FOUNDER, PORTFOLIO MANAGER
- ChangedRYSKALCZYK, RICHARD, WILLIAM · title PARTNER, CHIEF EQUITY ANALYST → CHIEF EQUITY ANALYST & CO-MANAGING PARTNER
- No longer listedROOP, CHRISTOPHER, BRADFORD · PARTNER · Less than 5% · listed since Feb 2019
- ChangedSTOLZENBURG, LARRY, SCOTT · ownership 10–25% → 5–10%
- ChangedVANDEGUCHTE, AARON, ROBERT · title PARTNER, EQUITY ANALYST → PARTNER, SENIOR ANALYST
- AddedVANDEGUCHTE, AARON, ROBERT · PARTNER, EQUITY ANALYST · Less than 5%
- ChangedAMOIA, JONATHAN, JOSEPH · title PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT → PARTNER, MANAGING DIRECTOR
- ChangedBERNSTEIN, MARC, DAVID · title PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT → PARTNER, INVESTMENT ADVISOR
- ChangedGOUBRIAL, SHANT, SHAWKY · title CHIEF OPERATIONS OFFICER & PARTNER → CHIEF OPERATIONS OFFICER & CO-MANAGING PARTNER
- ChangedHASSLER, KRISTYNA, ALLSOP · title PARTNER, DIRECTOR OF CLIENT SERVICES & MEDIA → PARTNER, INVESTMENT ADVISOR
- ChangedKICINSKI, CHRISTOPHER, STANLEY · title PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT → PARTNER, INVESTMENT ADVISOR
- ChangedMYERS, RYAN, ANDREW · title CHIEF COMPLIANCE OFFICER → PARTNER, CHIEF COMPLIANCE OFFICER
- ChangedHASSLER, KRISTYNA, ALLSOP · title PARTNER, CLIENT SERVICES & MEDIA → PARTNER, DIRECTOR OF CLIENT SERVICES & MEDIA
- No longer listedGARVIN, STEPHEN, KEVIN · VP PRIVATE CLIENT BUSINESS DEVELOPMENT · Less than 5% · listed since Mar 2013
- No longer listedLARRY S. STOLZENBURG, CPA, PC · PARTNER · 10–25% · listed since Jun 2008
- No longer listedSTOLZENBURG, LARRY, SCOTT · PRESIDENT · 75% or more · indirect via LARRY S. STOLZENBURG, CPA, P.C. · control person · listed since Jan 1988
- AddedROOP, CHRISTOPHER, BRADFORD · PARTNER · Less than 5%
- ChangedAMOIA, JONATHAN, JOSEPH · ownership Less than 5% → 5–10%
- ChangedRYSKALCZYK, RICHARD, WILLIAM · ownership Less than 5% → 5–10%
- ChangedSTOLZENBURG, LARRY, SCOTT · ownership Less than 5% → 10–25%
- AddedBERNSTEIN, MARC, DAVID · PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT · Less than 5%
- AddedLARRY, MARK, JOSEPH · PARTNER, SENIOR EQUITY ANALYST · Less than 5%
- AddedHASSLER, KRISTYNA, ALLSOP · PARTNER, CLIENT SERVICES & MEDIA · Less than 5%
- ChangedGOUBRIAL, SHANT, SHAWKY · ownership Less than 5% → 5–10%
- ChangedRYSKALCZYK, RICHARD, WILLIAM · title PARTNER, EQUITY ANALYST → PARTNER, CHIEF EQUITY ANALYST
Older changes (14 more filings)
- No longer listedD'AMBROSIO, NICHOLAS, MARTIN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Nov 2014
- AddedMYERS, RYAN, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5%
- No longer listedWIENS, MATTHEW, JOHN · PARTNER · 10–25% · listed since Dec 2003
- No longer listedLAKE LANGLEY, LISA, MILLER · HEAD OF INSTITUTIONAL SALES & SERVICES, PARTNER · Less than 5% · listed since Mar 2012
- ChangedAMOIA, JONATHAN, JOSEPH · title DIRECTOR → PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT
- ChangedKICINSKI, CHRISTOPHER, STANLEY · title VICE PRESIDENT BUSINESS DEVELOPMENT → PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT
- ChangedGOUBRIAL, SHANT, SHAWKY · title SENIOR OPERATIONS OFFICER & PARTNER → CHIEF OPERATIONS OFFICER & PARTNER
- ChangedD'AMBROSIO, NICHOLAS, MARTIN · title COMPLIANCE MANAGER → CHIEF COMPLIANCE OFFICER
- ChangedLAKE LANGLEY, LISA, MILLER · title CHIEF COMPLIANCE OFFICER, PARTNER → HEAD OF INSTITUTIONAL SALES & SERVICES, PARTNER
- AddedD'AMBROSIO, NICHOLAS, MARTIN · COMPLIANCE MANAGER · Less than 5%
- No longer listedHOSLER, MARY, KATHERINE · VICE-PRESIDENT PRIVATE CLIENT BUSINESS DEVELOPMENT · Less than 5% · listed since Jun 2013
- AddedAMOIA, JONATHAN, JOSEPH · DIRECTOR · Less than 5%
- No longer listedMEDICAL STRIKE FORCE/GSS INC. · VP BUSINESS DEVELOPMENT · Less than 5% · listed since Jan 2009
- AddedRYSKALCZYK, RICHARD, WILLIAM · PARTNER, EQUITY ANALYST · Less than 5%
- No longer listedSTOTT, GARY, M · OWNER · 75% or more · indirect via MEDICAL STRIKE FORCE/GSS INC. · control person · listed since Sep 2002
- ChangedMEDICAL STRIKE FORCE/GSS INC. · title PARTNER → VP BUSINESS DEVELOPMENT
- AddedGARVIN, STEPHEN, KEVIN · VP PRIVATE CLIENT BUSINESS DEVELOPMENT · Less than 5%
- AddedHOSLER, MARY, KATHERINE · VICE-PRESIDENT PRIVATE CLIENT BUSINESS DEVELOPMENT · Less than 5%
- AddedKICINSKI, CHRISTOPHER, STANLEY · VICE PRESIDENT BUSINESS DEVELOPMENT · Less than 5%
- ChangedGOUBRIAL, SHANT, SHAWKY · title OPERATIONS OFFICER → SENIOR OPERATIONS OFFICER & PARTNER
- AddedLAKE LANGLEY, LISA, MILLER · CHIEF COMPLIANCE OFFICER, PARTNER · Less than 5%
- ChangedSTOLZENBURG, LARRY, SCOTT · title CHIEF COMPLIANCE OFFICER → PARTNER
- ListedGOUBRIAL, SHANT, SHAWKY · OPERATIONS OFFICER · Less than 5%
- ListedJOHNSTON, EDWIN, MCCLELLAN · MANAGING PARTNER · 50–75% · control person
- ListedLARRY S. STOLZENBURG, CPA, PC · PARTNER · 10–25%
- ListedMEDICAL STRIKE FORCE/GSS INC. · PARTNER · Less than 5%
- ListedSTOLZENBURG, LARRY, SCOTT · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedSTOLZENBURG, LARRY, SCOTT · PRESIDENT · 75% or more · indirect via LARRY S. STOLZENBURG, CPA, P.C. · control person
- ListedSTOTT, GARY, M · OWNER · 75% or more · indirect via MEDICAL STRIKE FORCE/GSS INC. · control person
- ListedWIENS, MATTHEW, JOHN · PARTNER · 10–25%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TEXAS INSTRS INC$15.2M +42.3%
- STRYKER CORP$13.1M +35.8%
- AMPHENOL CORP NEW CLASS A$10.4M +21.7%
- GE AEROSPACE$8.9M +20.3%
- ISHARES CORE S&P 500 ETF$7.4M +178.3%
Top Trims
- AECOM-$20.7M -41.7%
- SERVICENOW INC-$15.4M -27.0%
- STATE STREET SPDR BLOOMBERG 1--$14.9M -13.0%
- CHARLES SCHWAB CORP-$4.8M -9.9%
- INTUITIVE SURGICAL INC-$4.6M -12.5%
New Positions
- FEDERAL SIGNAL CORP$40.8M
- FORGENT PWR SOLUTION CLASS A$39.7M
- BADGER METER INC$29.9M
- ISHARES 1-5 YEAR INVESTMENT GR$669.0K
- EXXONMOBIL HLDGS CORP$626.5K
Exited Positions
- GALLAGHER ARTHUR J & CO$37.3M
- S&P GLOBAL INC$30.7M
- BOOKING HLDGS INC$23.2M
- VANGUARD 0-3 MONTH TREASURY BI$870.5K
- EXXON MOBIL CORP$784.2K
Sandhill Capital Partners LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET SPDR BLOOMBERG 1- | BIL | 78468R663 | $100.2M | 8.15% | 1,093,403 | SH |
| 2 | AMPHENOL CORP NEW CLASS A | APH | 032095101 | $58.2M | 4.73% | 330,298 | SH |
| 3 | GE AEROSPACE | GE | 369604301 | $53.0M | 4.30% | 141,688 | SH |
| 4 | TEXAS INSTRS INC | TXN | 882508104 | $51.3M | 4.17% | 171,972 | SH |
| 5 | STRYKER CORP | SYK | 863667101 | $49.5M | 4.03% | 157,336 | SH |
| 6 | PALO ALTO NETWORKS INC | PANW | 697435105 | $48.2M | 3.92% | 141,336 | SH |
| 7 | CHARLES SCHWAB CORP | SCHW | 808513105 | $43.8M | 3.56% | 474,705 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $42.5M | 3.46% | 114,044 | SH |
| 9 | SERVICENOW INC | NOW | 81762P102 | $41.6M | 3.38% | 418,829 | SH |
| 10 | FEDERAL SIGNAL CORP | FSS | 313855108 | $40.8M | 3.32% | 317,427 | SH |
| 11 | CRANE CO | CR | 224408104 | $40.8M | 3.31% | 182,692 | SH |
| 12 | SPX TECHNOLOGIES INC | SPXC | 78473E103 | $39.8M | 3.24% | 162,378 | SH |
| 13 | LINDE PLC F | LIN | G54950103 | $39.7M | 3.23% | 76,581 | SH |
| 14 | FORGENT PWR SOLUTION CLASS A | FPS | 34631F102 | $39.7M | 3.22% | 709,880 | SH |
| 15 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $39.1M | 3.18% | 317,667 | SH |
| 16 | TRANE TECHNOLOGIES PLC F | TT | G8994E103 | $38.6M | 3.14% | 78,544 | SH |
| 17 | AMAZON.COM INC | AMZN | 023135106 | $38.5M | 3.13% | 161,658 | SH |
| 18 | ARISTA NETWORKS INC | ANET | 040413205 | $38.3M | 3.11% | 225,238 | SH |
| 19 | BROADCOM INC | AVGO | 11135F101 | $38.2M | 3.10% | 101,048 | SH |
| 20 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $38.0M | 3.09% | 526,933 | SH |
| 21 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $32.1M | 2.61% | 80,839 | SH |
| 22 | BADGER METER INC | BMI | 056525108 | $29.9M | 2.43% | 201,632 | SH |
| 23 | AECOM | ACM | 00766T100 | $28.9M | 2.35% | 414,675 | SH |
| 24 | CATERPILLAR INC | CAT | 149123101 | $14.5M | 1.18% | 13,642 | SH |
| 25 | ISHARES 0-3 MONTH TREASURY BON | SGOV | 46436E718 | $13.6M | 1.11% | 135,571 | SH |
| 26 | APPLE INC | AAPL | 037833100 | $13.4M | 1.09% | 46,137 | SH |
| 27 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $11.5M | 0.94% | 15,417 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.8M | 0.79% | 29,817 | SH |
| 29 | JOHNSON CONTROLS INT F | JCI | G51502105 | $8.6M | 0.70% | 59,039 | SH |
| 30 | US BANCORP DEL | USB | 902973304 | $7.6M | 0.61% | 125,132 | SH |
| 31 | AMERICAN EXPRESS CO | AXP | 025816109 | $7.1M | 0.58% | 21,036 | SH |
| 32 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $6.8M | 0.56% | 6,759 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.5M | 0.53% | 25,662 | SH |
| 34 | VISA INC CLASS A | V | 92826C839 | $6.4M | 0.52% | 18,746 | SH |
| 35 | PROCTER & GAMBLE CO | PG | 742718109 | $6.4M | 0.52% | 43,763 | SH |
| 36 | BLACKROCK INC NEW | BLK | 09290D101 | $5.8M | 0.47% | 6,028 | SH |
| 37 | WASTE MGMT INC DEL | WM | 94106L109 | $5.7M | 0.46% | 25,623 | SH |
| 38 | MERCK & CO. INC. | MRK | 58933Y105 | $5.7M | 0.46% | 44,059 | SH |
| 39 | THE COCA-COLA CO | KO | 191216100 | $5.5M | 0.45% | 68,054 | SH |
| 40 | CHEVRON CORP NEW | CVX | 166764100 | $5.4M | 0.44% | 32,632 | SH |
| 41 | PUTNAM FOCUSED LARGE CAP VALUE | PVAL | 746729300 | $5.3M | 0.43% | 103,276 | SH |
| 42 | QUALCOMM INC | QCOM | 747525103 | $5.0M | 0.41% | 27,281 | SH |
| 43 | HOME DEPOT INC | HD | 437076102 | $4.7M | 0.39% | 13,449 | SH |
| 44 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.7M | 0.38% | 11,253 | SH |
| 45 | MCDONALDS CORP | MCD | 580135101 | $4.5M | 0.37% | 16,753 | SH |
| 46 | FIDELITY FUNDAMENTAL LARGE CAP | FFLC | 316092360 | $4.5M | 0.37% | 76,760 | SH |
| 47 | CME GROUP INC CLASS CLASS A | CME | 12572Q105 | $4.4M | 0.36% | 19,986 | SH |
| 48 | VANGUARD FTSE ALL-WORLD EX-US | VEU | 922042775 | $4.2M | 0.34% | 50,355 | SH |
| 49 | VANGUARD S&P 500 ETF | VOO | 922908363 | $3.4M | 0.28% | 4,968 | SH |
| 50 | PAYCHEX INC | PAYX | 704326107 | $3.3M | 0.27% | 33,210 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $1.23B | 98 | 0001556245-26-000004 |
| 2026-03-31 | 2026-05-14 | $1.16B | 96 | 0001556245-26-000003 |
| 2025-12-31 | 2026-02-12 | $1.40B | 105 | 0001556245-26-000001 |
| 2025-09-30 | 2025-11-13 | $1.43B | 108 | 0001556245-25-000007 |
SUITE 1300
BUFFALO, NY 14202