Andrew Hill Investment Advisors, Inc.

CIK

1897071

Location

NAPLES, FL

Portfolio Value

Small $107,305,925

Diversification

Diversified

Filing Date

Global Rank

#5,207 / 8,232 ▼ 65

Top Industry

Semiconductors 6.3%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

14 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.0%

SPY

+76.3%

Annualised alpha

-3.6%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.7%

−4.9 pts

Top 5

25.2%

−8.0 pts

Top 10

44.0%

−12.9 pts

HHI

323

Diversified−136

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.2%	$30,242,735	11
Financial Services	13.5%	$14,515,841	7
Industrials	11.7%	$12,504,395	3
Healthcare	9.9%	$10,675,120	6
Consumer Cyclical	9.2%	$9,828,443	5
Energy	7.0%	$7,556,277	3
Utilities	6.8%	$7,350,128	3
Unclassified	4.8%	$5,132,068	1
Communication Services	3.5%	$3,761,572	1
Consumer Defensive	2.2%	$2,409,723	2
Real Estate	2.2%	$2,396,067	1
Basic Materials	0.9%	$933,556	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
RIVN	Rivian Automotive, Inc. / DE	+83,551	139,915	$2,105,720
HASI	HA Sustainable Infrastructure Capital, Inc.	+38,622	82,719	$3,039,923
BALL	BALL Corp	+25,903	40,723	$2,407,136
CTRE	CareTrust REIT, Inc.	+17,840	65,377	$2,396,067
ZTS	Zoetis Inc.	+9,282	11,122	$1,314,731
ANET	Arista Networks, Inc.	+6,328	11,912	$1,462,555
DE	Deere & Co	+3,058	6,525	$3,675,532
ULTA	Ulta Beauty, Inc.	+1,147	4,291	$2,242,948
GEV	GE Vernova Inc.	+987	5,701	$4,976,402
CEG	Constellation Energy Corp	+515	8,149	$2,275,608
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
FHN	First Horizon Corp	−135,925	159,449	$3,629,059
YETI	YETI Holdings, Inc.	−28,601	77,786	$2,846,189
GLD	Spdr Gold Trust	−21,651	11,927	$5,132,068
NXT	Nextpower Inc.	−19,267	50,758	$6,118,876
JPM	Jpmorgan Chase & Co	−12,431	9,404	$2,766,280
GOOGL	Alphabet Inc.	−11,716	13,081	$3,761,572
OKE	Oneok Inc /New/	−8,491	24,620	$2,225,401
DUK	Duke Energy CORP	−7,898	10,560	$1,382,726
MSFT	Microsoft Corp	−7,620	5,000	$1,850,850
GRMN	Garmin Ltd	−7,355	16,998	$3,943,705
NVDA	Nvidia Corp	−5,687	29,546	$5,152,822
GMED	Globus Medical Inc	−4,653	36,635	$3,156,471
GE	General Electric Co	−4,289	13,576	$3,852,461
AAPL	Apple Inc.	−3,735	20,705	$5,254,721
CCL	Carnival Corp Ltd.	−2,250	8,750	$226,450
GS	Goldman Sachs Group Inc	−1,698	3,479	$2,943,199
VRTX	Vertex Pharmaceuticals Inc / Ma	−453	11,955	$5,338,385
BTT	BlackRock Municipal 2030 Target Term Trust	−300	25,854	$586,885
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	−150	33,354	$367,561
IDXX	Idexx Laboratories Inc /De	−9	562	$315,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	39,748	$3,691,794
EQT	EQT Corp	50,638	$3,222,602
COST	Costco Wholesale Corp /New	2,186	$2,178,195
IBM	International Business Machines Corp	8,786	$2,129,638
NFG	National Fuel Gas Co	22,438	$2,108,274
AMD	Advanced Micro Devices Inc	6,181	$1,257,400
DOCU	Docusign, Inc.	26,010	$1,233,134
RJF	Raymond James Financial Inc	8,170	$1,182,934
INTU	Intuit Inc.	2,286	$988,420
ALB	Albemarle Corp	5,200	$933,556
ASML	Asml Holding NV	644	$850,614
DVA	Davita Inc.	2,263	$347,800
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
TMO	Thermo Fisher Scientific Inc.	8,934	$5,176,806
AMZN	Amazon Com Inc	15,371	$3,547,934
PG	PROCTER & GAMBLE Co	9,851	$1,411,746
AVGO	Broadcom Inc.	3,983	$1,378,516
EXE	EXPAND ENERGY Corp	11,313	$1,248,502
VITL	Vital Farms, Inc.	26,796	$855,864
SKWD	Skyward Specialty Insurance Group, Inc.	10,368	$529,908
ACN	Accenture plc	1,067	$286,276
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $107,305,925 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NXT	Nextpower Inc. Technology	Reduced	50,758	-19,267	$6,118,876	+0.3%	5.70%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	11,955	-453	$5,338,385	−5.1%	4.97%
AAPL	Apple Inc. Technology	Reduced	20,705	-3,735	$5,254,721	−20.9%	4.90%
NVDA	Nvidia Corp Technology	Reduced	29,546	-5,687	$5,152,822	−21.6%	4.80%
GLD	Spdr Gold Trust	Reduced	11,927	-21,651	$5,132,068	−61.4%	4.78%
GEV	GE Vernova Inc. Industrials	Added	5,701	+987	$4,976,402	+61.5%	4.64%
GRMN	Garmin Ltd Technology	Reduced	16,998	-7,355	$3,943,705	−20.2%	3.68%
GE	General Electric Co Industrials	Reduced	13,576	-4,289	$3,852,461	−30.0%	3.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,081	-11,716	$3,761,572	−51.5%	3.51%
NEE	Nextera Energy Inc Utilities	NEW	39,748	NEW	$3,691,794	NEW	3.44%
DE	Deere & Co Industrials	Added	6,525	+3,058	$3,675,532	+127.7%	3.43%
FHN	First Horizon Corp Financial Services	Reduced	159,449	-135,925	$3,629,059	−48.6%	3.38%
EQT	EQT Corp Energy	NEW	50,638	NEW	$3,222,602	NEW	3.00%
GMED	Globus Medical Inc Healthcare	Reduced	36,635	-4,653	$3,156,471	−12.4%	2.94%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Added	82,719	+38,622	$3,039,923	+119.3%	2.83%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,479	-1,698	$2,943,199	−35.3%	2.74%
YETI	YETI Holdings, Inc. Consumer Cyclical	Reduced	77,786	-28,601	$2,846,189	−39.4%	2.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,404	-12,431	$2,766,280	−60.7%	2.58%
BALL	BALL Corp Consumer Cyclical	Added	40,723	+25,903	$2,407,136	+206.6%	2.24%
CTRE	CareTrust REIT, Inc. Real Estate	Added	65,377	+17,840	$2,396,067	+39.4%	2.23%
CEG	Constellation Energy Corp Utilities	Added	8,149	+515	$2,275,608	−15.6%	2.12%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	4,291	+1,147	$2,242,948	+17.9%	2.09%
OKE	Oneok Inc /New/ Energy	Reduced	24,620	-8,491	$2,225,401	−8.6%	2.07%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	2,186	NEW	$2,178,195	NEW	2.03%
IBM	International Business Machines Corp Technology	NEW	8,786	NEW	$2,129,638	NEW	1.98%
NFG	National Fuel Gas Co Energy	NEW	22,438	NEW	$2,108,274	NEW	1.96%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	139,915	+83,551	$2,105,720	+89.5%	1.96%
MSFT	Microsoft Corp Technology	Reduced	5,000	-7,620	$1,850,850	−69.7%	1.72%
ANET	Arista Networks, Inc. Technology	Added	11,912	+6,328	$1,462,555	+99.9%	1.36%
DUK	Duke Energy CORP Utilities	Reduced	10,560	-7,898	$1,382,726	−36.1%	1.29%
ZTS	Zoetis Inc. Healthcare	Added	11,122	+9,282	$1,314,731	+467.9%	1.23%
AMD	Advanced Micro Devices Inc Technology	NEW	6,181	NEW	$1,257,400	NEW	1.17%
DOCU	Docusign, Inc. Technology	NEW	26,010	NEW	$1,233,134	NEW	1.15%
RJF	Raymond James Financial Inc Financial Services	NEW	8,170	NEW	$1,182,934	NEW	1.10%
INTU	Intuit Inc. Technology	NEW	2,286	NEW	$988,420	NEW	0.92%
ALB	Albemarle Corp Basic Materials	NEW	5,200	NEW	$933,556	NEW	0.87%
ASML	Asml Holding NV Technology	NEW	644	NEW	$850,614	NEW	0.79%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Reduced	25,854	-300	$586,885	−1.7%	0.55%
FRA	Blackrock Floating Rate Income Strategies Fund, Inc. Financial Services	Reduced	33,354	-150	$367,561	−6.9%	0.34%
DVA	Davita Inc. Healthcare	NEW	2,263	NEW	$347,800	NEW	0.32%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	562	-9	$315,782	−18.3%	0.29%
KMB	Kimberly Clark Corp Consumer Defensive	Held	2,400	0	$231,528	−4.4%	0.22%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	8,750	-2,250	$226,450	−32.6%	0.21%
ABT	Abbott Laboratories Healthcare	Held	1,967	0	$201,951	−18.1%	0.19%