Sandhill Capital Partners Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.1B
- Clients
- 2,110
- Avg AUM / client
- $1.1M
- Accounts
- 3,391
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 95 positions, $1,162,627,659)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Street Spdr Bloomberg 1 | COM | $115,128,498 | 1,256,313 | 9.9% | 4.79% |
| 2 | Servicenow Inc | COM | $56,941,452 | 544,634 | 4.9% | 2.37% |
| 3 | Aecom | COM | $49,659,031 | 585,464 | 4.27% | 2.07% |
| 4 | Charles Schwab Corp | COM | $48,599,327 | 517,124 | 4.18% | 2.02% |
| 5 | Amphenol Corp New Class Class | COM | $47,852,479 | 378,730 | 4.12% | 1.99% |
| 6 | Microsoft Corp | COM | $45,087,217 | 121,801 | 3.88% | 1.88% |
| 7 | Ge Aerospace | COM | $44,022,139 | 155,133 | 3.79% | 1.83% |
| 8 | Palo Alto Networks Inc | COM | $42,399,616 | 264,469 | 3.65% | 1.76% |
| 9 | Uber Technologies Inc | COM | $41,355,743 | 574,944 | 3.56% | 1.72% |
| 10 | Linde Plc F | COM | $41,010,936 | 82,723 | 3.53% | 1.71% |
| 11 | Gallagher Arthur J & Co | COM | $37,259,392 | 172,035 | 3.2% | 1.55% |
| 12 | Intuitive Surgical Inc | COM | $36,736,630 | 79,691 | 3.16% | 1.53% |
| 13 | Stryker Corp | COM | $36,483,479 | 111,030 | 3.14% | 1.52% |
| 14 | Guidewire Software Inc | COM | $36,198,964 | 242,036 | 3.11% | 1.51% |
| 15 | Crane Co | COM | $36,082,591 | 211,009 | 3.1% | 1.5% |
| 16 | Texas Instrs Inc | COM | $36,017,047 | 185,521 | 3.1% | 1.5% |
| 17 | Trane Technologies Plc F | COM | $35,825,673 | 85,966 | 3.08% | 1.49% |
| 18 | Amazon.Com Inc | COM | $35,785,243 | 171,821 | 3.08% | 1.49% |
| 19 | Spx Technologies Inc | COM | $35,432,387 | 177,215 | 3.05% | 1.47% |
| 20 | Broadcom Inc | COM | $34,722,056 | 112,184 | 2.99% | 1.44% |
| 21 | Arista Networks Inc | COM | $33,424,645 | 272,232 | 2.87% | 1.39% |
| 22 | S&P Global Inc | COM | $30,707,076 | 72,194 | 2.64% | 1.28% |
| 23 | Booking Hldgs Inc | COM | $23,206,274 | 5,512 | 2.0% | 0.97% |
| 24 | Ishares 0 3 Month Treasury Bon | COM | $13,155,989 | 130,697 | 1.13% | 0.55% |
| 25 | Apple Inc | COM | $11,592,290 | 45,677 | 1.0% | 0.48% |
Top 25 of 95 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,670 | $693M | 28.8% |
| High net worth individuals | 374 | $1.4B | 58.3% |
| Charitable organizations | 18 | $87.3M | 3.63% |
| Corporations and other businesses | 48 | $223M | 9.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| West Herr Employees' Retirement Plan West Herr Ford, Inc. | 2024 | |
| Chadwick Baross, Inc. Savings And Profit Sharing Plan Chadwick Baross, Inc. | 2024 | |
| Excelsior Orthopaedics, Llp 401(k) Profit Sharing Plan Excelsior Orthopaedics Llp | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edwin Mcclellan Johnston | Founder, Portfolio Manager | Dec 2003 (23y) | 50% – 75% | |
| Larry Scott Stolzenburg | Partner | Dec 2008 (18y) | 5% – 10% | |
| Christopher Stanley Kicinski | Partner, Investment Advisor | CFP | Mar 2012 (14y) | 5% – 10% |
| Shant Shawky Goubrial | Chief Operations Officer & Co Managing Partner | Feb 2015 (12y) | 10% – 25% | |
| Jonathan Joseph Amoia | Partner, Managing Director | Jan 2016 (11y) | 10% – 25% | |
| Ryan Andrew Myers | Partner, Chief Compliance Officer | Mar 2016 (10y) | Less than 5% | |
| Kristyna Allsop Hassler | Partner, Investment Advisor | Jan 2017 (10y) | 5% – 10% | |
| Larry, Mark, Joseph | Partner, Senior Equity Analyst | Jan 2018 (9y) | 5% – 10% | |
| Vandeguchte, Aaron, Robert | Partner, Senior Analyst | Jul 2021 (5y) | Less than 5% | |
| Ryskalczyk, Richard, William | Chief Equity Analyst & Co Managing Partner | Apr 2023 (3y) | 10% – 25% | |
| Stephen Kevin Garvin | Registered representative | Apr 2015 (11y) | ||
| Brian David Dillon | Registered representative | Chartered Financial Consultant | Mar 2019 (7y) | |
| Christian Dennis Martinez | Registered representative | CFP | Jun 2021 (5y) | |
| Thomas Elliott Baker | Registered representative | Jun 2021 (5y) | ||
| Paul Drohan Stancs | Registered representative | Aug 2021 (5y) | ||
| John M Canty | Registered representative | CFP | Oct 2023 (3y) | |
| Numayer Ahmed Khan | Registered representative | Apr 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| West Herr Employees' Retirement Plan | West Herr Ford, Inc. | 3,152 | $177M | 01/01/2024 |
| Chadwick Baross, Inc. Savings And Profit Sharing Plan | Chadwick Baross, Inc. | 171 | $16.7M | 01/01/2024 |
| Excelsior Orthopaedics, Llp 401(k) Profit Sharing Plan | Excelsior Orthopaedics Llp | 655 | $63.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CLIENT OPTIONAL ADDITIONAL BONUS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $2.1B (85% of AUM) Mar 2026
- Pershing $61.6M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗