Sandhill Capital Partners LLC

Q1 2026 13F-HR Holdings

Location
Buffalo, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$1,162,628
Net value change ($000)
-241,273 (-17.2%)
New positions
8
Sold out positions
17
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SYK 36,483 NEW
TXN 31,899 774.6%
MSFT 31,687 236.5%
AMZN 31,135 669.6%
BIL 24,590 27.2%
AVGO 20,756 148.6%
CR 18,869 109.6%
NOW 6,784 13.5%
ACM 4,647 10.3%
LIN 2,665 6.9%
Top Reduces (Value $000, Stocks/ETFs)
HUBB -47,885 -99.5%
TYL -45,456 -100.0%
USB -44,388 -86.9%
CDNS -40,366 -100.0%
TTAN -36,599 -100.0%
APH -34,967 -42.2%
PANW -31,433 -42.6%
ISRG -28,102 -43.3%
SPXC -19,485 -35.5%
ANET -15,872 -32.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type