Sandhill Capital Partners LLC
RIA/Wealth
Sandhill Capital Partners LLC is a RIA/Wealth based in Buffalo, NY led by Edwin Mcclellan Johnston, reporting $2.2B in AUM as of Q3 2025 with 36% Technology concentration.
FounderEdwin Mcclellan Johnston
- Portfolio Value
- $1.4B
- Positions
- 104
- Top Holding
- BIL at 5.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sandhill Capital Partners LLC's portfolio (46.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $85.3M | 5.96% | -$40.7M Sold | — 929.9K shares | |
Software - Infrastructure Technology | $84.4M | 5.89% | -$785.4K Sold | 0.06% 414.5K shares | |
Hardware, Equipment & Parts Technology | $78.2M | 5.46% | -$799.4K Sold | 0.05% 632.2K shares | |
Software - Application Technology | $64.2M | 4.48% | -$461.3K Sold | 0.03% 655.4K shares | |
Engineering & Construction Industrials | $63.5M | 4.43% | -$413.3K Sold | 0.37% 486.8K shares | |
Software - Application Technology | $62.2M | 4.34% | -$243.9K Sold | 0.03% 67.6K shares | |
Aerospace & Defense Industrials | $59.1M | 4.13% | -$30.2M Sold | 0.02% 196.5K shares | |
Computer Hardware Technology | $56.4M | 3.94% | -$317.4K Sold | 0.03% 387.3K shares | |
Financial - Capital Markets Financial Services | $56.2M | 3.93% | -$622.0K Sold | 0.03% 589.0K shares | |
Industrial - Machinery Industrials | $52.7M | 3.68% | -$377.5K Sold | 0.57% 282.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sandhill Capital Partners LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-66.19% | |
-56.75% | |
-33.83% |
Analytics
Portfolio insights and performance metrics for Sandhill Capital Partners LLC
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