Andrew Hill Investment Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Andrew Hill Investment Advisors, Inc. reported 51 stock positions worth $134.6 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Garmin (GRMN, 5.0%) and Constellation Energy (CEG, 4.5%). Compared with Q3 2024, it opened 9 new positions, sold out of 8, added to 17 and reduced 23. The biggest buy was a new position in Eqt (EQT) and the biggest sale Nextera Energy (NEE, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001897071
- Portfolio Value
- $134.6M (Q4 2024)
- SEC Filing
- 0001085146-25-001207 ↗ filed Feb 13, 2025
Holdings Value
Holdings 51 stocks · $134.6M
| AAPL Apple Inc. | 5.80% | 31,177 | $7.8M | Reduce -9.0% |
| GRMN Garmin Ltd. | 4.96% | 32,359 | $6.7M | Reduce -2.6% |
| CEG Constellation Energy | 4.51% | 27,127 | $6.1M | Reduce -20.2% |
| JPM JPMorgan Chase & Co. | 4.38% | 24,593 | $5.9M | Reduce -9.2% |
| GS Goldman Sachs Group Inc. | 4.33% | 10,180 | $5.8M | Add +44.3% |
| MSFT Microsoft Corp. | 4.30% | 13,740 | $5.8M | Reduce -9.3% |
| GEV GE Vernova Inc. | 4.28% | 17,509 | $5.8M | Reduce -16.6% |
| ANET Arista Networks Inc. | 4.20% | 51,116 | $5.6M | Add +29.3% |
| NFLX Netflix Inc. | 4.07% | 6,147 | $5.5M | Add +131.3% |
| AMZN Amazon.com Inc. | 3.97% | 24,354 | $5.3M | Reduce -0.0% |
| NVDA Nvidia Corp. | 3.92% | 39,268 | $5.3M | Reduce -4.0% |
| EQT Eqt Corp. | 3.61% | 105,372 | $4.9M | New |
| UTHR United Therapeutics Corp. | 3.58% | 13,634 | $4.8M | Add +79.6% |
| HIW Highwoods Properties Inc. | 3.27% | 143,814 | $4.4M | Add +0.5% |
| MSI Motorola Solutions Inc. | 3.02% | 8,777 | $4.1M | Reduce -8.7% |
| ISRG Intuitive Surgical Inc. | 2.91% | 7,491 | $3.9M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 2.53% | 3,719 | $3.4M | Add +0.6% |
| FSLR First Solar Inc. | 2.44% | 18,635 | $3.3M | Add +321.0% |
| PFF iShares Preferred & Income S | 2.15% | 92,232 | $2.9M | Add +16.7% |
| CMG Chipotle Mexican Grill Inc. | 2.11% | 46,981 | $2.8M | Add +0.3% |
| AMSC American Superconductor Corp. | 2.10% | 114,971 | $2.8M | Reduce -38.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.96% | 6,554 | $2.6M | Reduce -26.3% |
| OKE Oneok Inc. | 1.94% | 25,938 | $2.6M | Reduce -51.4% |
| SFM Sprouts Farmers Market Inc. | 1.92% | 20,342 | $2.6M | Add +145.8% |
| AXON Axon Enterprise Inc. | 1.89% | 4,269 | $2.5M | Add +6.3% |
| SPOT Spotify Technology SA | 1.86% | 5,602 | $2.5M | Add +2.2% |
| JNJ Johnson & Johnson | 1.78% | 16,609 | $2.4M | New |
| TMO Thermo Fisher Scientific Inc. | 1.14% | 2,938 | $1.5M | New |
| NEE Nextera Energy Inc. | 1.09% | 20,408 | $1.5M | Reduce -68.9% |
| SKWD Skyward Specialty Insurance | 1.04% | 27,751 | $1.4M | New |
| CARR Carrier Global Corp. | 0.94% | 18,570 | $1.3M | Reduce -50.3% |
| GE General Electric filed as GE AEROSPACE | 0.89% | 7,200 | $1.2M | Reduce -53.2% |
| JFR Nuveen Floating Rate Income | 0.79% | 119,504 | $1.1M | Add +102.4% |
| AMAL Amalgamated Financial Corp. | 0.70% | 28,142 | $942K | Reduce -3.5% |
| DUK Duke Energy Corp. | 0.69% | 8,610 | $928K | Reduce -74.1% |
| IVV iShares Core S&P 500 ETF | 0.59% | 1,342 | $791K | Reduce -11.7% |
| SRE Sempra | 0.58% | 8,914 | $782K | New |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.50% | 17,517 | $675K | New |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.49% | 47,730 | $656K | Add +15.9% |
| V Visa Inc. Class A | 0.47% | 2,009 | $635K | Add +0.1% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.42% | 27,324 | $563K | Add +5.2% |
| FLTR Vaneck Ig Floating Rate ETF | 0.31% | 16,324 | $415K | New |
| JPST JPMorgan Ultra-Short Income | 0.30% | 7,902 | $398K | Reduce -1.9% |
| KMB Kimberly-Clark Corp. | 0.25% | 2,524 | $331K | Reduce -2.9% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.24% | 6,065 | $327K | Reduce -14.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 476 | $279K | Add +4.8% |
| CCL Carnival Corp. | 0.20% | 11,000 | $274K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 521 | $214K | No change |
| IDXX Idexx Laboratories Inc. | 0.16% | 512 | $212K | Reduce -80.8% |
| ARRY Array Technologies Inc. | 0.05% | 12,000 | $72K | New |
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | 0.00% | 10,000 | $3K | New |
Portfolio Sells Q3 2024 → Q4 2024
| NEE Nextera Energy Inc. | Reduce -68.9% | 1.09% | −3.06 |
| DUK Duke Energy Corp. | Reduce -74.1% | 0.69% | −2.18 |
| CEG Constellation Energy | Reduce -20.2% | 4.51% | −2.11 |
| OKE Oneok Inc. | Reduce -51.4% | 1.94% | −1.71 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.67 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.64 |
| CARR Carrier Global Corp. | Reduce -50.3% | 0.94% | −1.31 |
| GE General Electric | Reduce -53.2% | 0.89% | −1.28 |
| AMSC American Superconductor Corp. | Reduce -38.7% | 2.10% | −1.21 |
| LIN Linde PLC | Sold out | 0.00% | −1.19 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -26.3% | 1.96% | −1.13 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.89 |
| IDXX Idexx Laboratories Inc. | Reduce -80.8% | 0.16% | −0.85 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.63 |
| MSFT Microsoft Corp. | Reduce -9.3% | 4.30% | −0.58 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.41 |
| MSI Motorola Solutions Inc. | Reduce -8.7% | 3.02% | −0.22 |
| AAPL Apple Inc. | Reduce -9.0% | 5.80% | −0.18 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.16 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -11.7% | 0.59% | −0.07 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -14.6% | 0.24% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -2.9% | 0.25% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.9% | 0.30% | −0.01 |
| AMAL Amalgamated Financial Corp. | Reduce -3.5% | 0.70% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -9.2% | 4.38% | +0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 2.91% | +0.13 |
| NVDA Nvidia Corp. | Reduce -4.0% | 3.92% | +0.20 |
| GEV GE Vernova Inc. | Reduce -16.6% | 4.28% | +0.27 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 3.97% | +0.57 |
| GRMN Garmin Ltd. | Reduce -2.6% | 4.96% | +0.58 |
Portfolio Buys Q3 2024 → Q4 2024
| EQT Eqt Corp. | New | 3.61% | +3.61 |
| NFLX Netflix Inc. | Add +131.3% | 4.07% | +2.66 |
| JNJ Johnson & Johnson | New | 1.78% | +1.78 |
| GS Goldman Sachs Group Inc. | Add +44.3% | 4.33% | +1.72 |
| FSLR First Solar Inc. | Add +321.0% | 2.44% | +1.61 |
| UTHR United Therapeutics Corp. | Add +79.6% | 3.58% | +1.54 |
| ANET Arista Networks Inc. | Add +29.3% | 4.20% | +1.36 |
| SFM Sprouts Farmers Market Inc. | Add +145.8% | 1.92% | +1.24 |
| TMO Thermo Fisher Scientific Inc. | New | 1.14% | +1.14 |
| SKWD Skyward Specialty Insurance | New | 1.04% | +1.04 |
| AXON Axon Enterprise Inc. | Add +6.3% | 1.89% | +0.68 |
| SRE Sempra | New | 0.58% | +0.58 |
| YETI Yeti Holdings Inc. | New | 0.50% | +0.50 |
| JFR Nuveen Floating Rate Income | Add +102.4% | 0.79% | +0.40 |
| SPOT Spotify Technology SA | Add +2.2% | 1.86% | +0.35 |
| FLTR Vaneck Ig Floating Rate ETF | New | 0.31% | +0.31 |
| PFF iShares Preferred & Income S | Add +16.7% | 2.15% | +0.19 |
| CMG Chipotle Mexican Grill Inc. | Add +0.3% | 2.11% | +0.08 |
| XFRAX BlackRock Fltng RT Inc. Strat | Add +15.9% | 0.49% | +0.08 |
| COST Costco Wholesale Corp. | Add +0.6% | 2.53% | +0.08 |
| V Visa Inc. Class A | Add +0.1% | 0.47% | +0.06 |
| ARRY Array Technologies Inc. | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.8% | 0.21% | +0.01 |
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | New | 0.00% | +0.00 |
| BTT BlackRock 2030 Muni TRGT TRM | Add +5.2% | 0.42% | −0.00 |
| HIW Highwoods Properties Inc. | Add +0.5% | 3.27% | −0.32 |
Notes & Other Activity Q3 2024 → Q4 2024
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | DEB 4.000%11/1 · principal | Sold out | 10,000 | $4Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $134.2M | LLY, GE, VRTX, GOOGL, NXT |
| Q1 2026 | 53 | $111.7M | NXT, VRTX, AAPL, NVDA, GLD |
| Q4 2025 | 47 | $131.3M | GLD, GOOGL, FHN, JPM, AAPL |
| Q3 2025 | 46 | $128.5M | GLD, JPM, NVDA, GOOGL, GRMN |
| Q2 2025 | 51 | $124.3M | GLD, JPM, AMSC, NFLX, UBER |
| Q1 2025 | 44 | $103.4M | JNJ, PGR, GLD, EQT, FBND |
| Q4 2024 | 51 | $134.6M | AAPL, GRMN, CEG, JPM, GS |
| Q3 2024 | 50 | $133.5M | CEG, AAPL, MSFT, GRMN, JPM |
| Q2 2024 | 46 | $120.3M | MSFT, NVDA, AAPL, JPM, GRMN |
| Q1 2024 | 46 | $113.3M | MSFT, NVDA, GRMN, JPM, CEG |