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Sandhill Capital Partners LLC

CIK:0001556245
Investment Adviser
$2B AUM
101 holdings
Buffalo, NY, United States
Founded:2001
28 employees
Latest filing:Jun 30, 2025

Sandhill Capital Partners LLC, also referred to as Sandhill Investment Management, is an SEC-registered investment advisory firm headquartered in Buffalo, New York. Founded in 2001, the firm manages investment portfolios primarily for individuals (including high net worth individuals) and some charitable organizations. As of 2025, Sandhill employs approximately 28 staff members and serves over 2,100 accounts. The firm is known for providing customized investment management and wealth advisory services.

Investment Strategy

Sandhill Capital Partners LLC focuses on a fundamentally driven, long-term investment approach that is tailored to the unique objectives of its clients, primarily individuals and families. The firm invests across a diversified portfolio of equities, seeking quality companies with strong growth prospects and sustainable competitive advantages, as well as a disciplined allocation to fixed income and cash when appropriate. Risk management and tax-efficient strategies are prioritized to help clients achieve their financial goals while preserving capital.

Top Buys
G
GWREGUIDEWIRE SOFTWARE INC
+$24.4M
A
APHAMPHENOL CORP CL A
+$21.3M
A
ANETARISTA NETWORKS INC
+$20.3M
N
NOWSERVICENOW INC
+$16.2M
G
GEGE AEROSPACE
+$16.1M
Top Sells
L
LFUSLITTELFUSE INC
-$29.1M
Z
ZTSZOETIS INC CLASS A
-$14.9M
C
CDNSCADENCE DESIGN SYSTEM
-$7.1M
N
NKENIKE INC CLASS B
-$3.6M
T
TFCTRUIST FINL CORP
-$3.2M

Top Holdings

B
BILSPDR BLOOMBERG 1-3 MO
+9.1%$126.0M
P
PANWPALO ALTO NETWORKS INC
+6.2%$85.6M
G
GEGE AEROSPACE
+5.5%$76.5M
N
NOWSERVICENOW INC
+5.0%$69.8M
I
ISRGINTUITIVE SURGICAL INC
+4.6%$64.2M

Equity Positions (100)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BIL
SPDR BLOOMBERG 1-3 MO9.05%$126.0M1,373,487$91.61$91.73+$4.4M
P
PANW
PALO ALTO NETWORKS INC6.15%$85.6M418,402$81.01$204.64+$14.6M
G
GE
GE AEROSPACE5.49%$76.5M297,030$163.94$257.39+$16.1M
N
NOW
SERVICENOW INC5.01%$69.8M67,863$410.56$1028.08+$16.2M
I
ISRG
INTUITIVE SURGICAL INC4.61%$64.2M118,093$197.72$543.41+$6.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+14.9%
COMPUTER PERIPHERAL EQUIPMENT, NEC
+6.2%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+5.5%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+5.3%
ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
+4.8%