Andrew Hill Investment Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Andrew Hill Investment Advisors, Inc. reported 44 stock positions worth $103.4 million. Its top holding was Johnson & Johnson (JNJ) at 6.1% of the portfolio, followed by Progressive (PGR, 6.0%) and SPDR Gold Shares (GLD, 5.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 17, added to 9 and reduced 22. The biggest buy was a new position in Progressive (PGR) and the biggest sale an exit from Arista Networks (ANET).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001897071
- Portfolio Value
- $103.4M (Q1 2025)
- SEC Filing
- 0001085146-25-001922 ↗ filed Apr 8, 2025
Holdings Value
Holdings 44 stocks · $103.4M
| JNJ Johnson & Johnson | 6.10% | 38,037 | $6.3M | Add +129.0% |
| PGR Progressive Corp. | 6.02% | 21,971 | $6.2M | New |
| GLD SPDR Gold Shares | 5.84% | 20,956 | $6.0M | New |
| EQT Eqt Corp. | 5.81% | 112,474 | $6.0M | Add +6.7% |
| FBND Fidelity Total Bond ETF | 5.36% | 121,272 | $5.5M | New |
| MSFT Microsoft Corp. | 5.16% | 14,209 | $5.3M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 4.93% | 20,783 | $5.1M | Reduce -15.5% |
| DUK Duke Energy Corp. | 4.46% | 37,763 | $4.6M | Add +338.6% |
| GRMN Garmin Ltd. | 3.80% | 18,080 | $3.9M | Reduce -44.1% |
| AAPL Apple Inc. | 3.75% | 17,428 | $3.9M | Reduce -44.1% |
| MSI Motorola Solutions Inc. | 3.72% | 8,771 | $3.8M | Reduce -0.1% |
| NFLX Netflix Inc. | 3.70% | 4,098 | $3.8M | Reduce -33.3% |
| PROSHARES TR | 3.58% | 172,337 | $3.7M | New |
| VRTX Vertex Pharmaceuticals Inc. | 3.08% | 6,573 | $3.2M | Add +0.3% |
| QID Proshares Ultrashort QQQ | 2.83% | 76,721 | $2.9M | New |
| LLY Eli Lilly & Co. | 2.81% | 3,518 | $2.9M | New |
| V Visa Inc. Class A | 2.71% | 7,986 | $2.8M | Add +297.5% |
| CEG Constellation Energy | 2.66% | 13,613 | $2.7M | Reduce -49.8% |
| ISRG Intuitive Surgical Inc. | 2.28% | 4,761 | $2.4M | Reduce -36.4% |
| UBER Uber Technologies Inc. | 2.22% | 31,495 | $2.3M | New |
| COST Costco Wholesale Corp. | 1.97% | 2,150 | $2.0M | Reduce -42.2% |
| AMZN Amazon.com Inc. | 1.66% | 9,007 | $1.7M | Reduce -63.0% |
| GS Goldman Sachs Group Inc. | 1.66% | 3,134 | $1.7M | Reduce -69.2% |
| GE General Electric filed as GE AEROSPACE | 1.39% | 7,183 | $1.4M | Reduce -0.2% |
| O Realty Income Corp. | 1.37% | 24,450 | $1.4M | New |
| AMSC American Superconductor Corp. | 1.28% | 72,891 | $1.3M | Reduce -36.6% |
| SPOT Spotify Technology SA | 1.24% | 2,329 | $1.3M | Reduce -58.4% |
| JFR Nuveen Floating Rate Income | 1.19% | 144,895 | $1.2M | Add +21.3% |
| GEV GE Vernova Inc. | 1.17% | 3,946 | $1.2M | Reduce -77.5% |
| CARR Carrier Global Corp. | 1.13% | 18,436 | $1.2M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.63% | 6,006 | $651K | Reduce -84.7% |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.59% | 47,530 | $614K | Reduce -0.4% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.56% | 27,324 | $580K | No change |
| IVV iShares Core S&P 500 ETF | 0.54% | 992 | $558K | Reduce -26.1% |
| TLT iShares 20+ Year Treasury BD | 0.50% | 5,725 | $521K | New |
| FLTR Vaneck Ig Floating Rate ETF | 0.42% | 16,855 | $431K | Add +3.3% |
| JPST JPMorgan Ultra-Short Income | 0.38% | 7,826 | $396K | Reduce -1.0% |
| KMB Kimberly-Clark Corp. | 0.33% | 2,400 | $341K | Reduce -4.9% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.28% | 5,673 | $286K | Reduce -6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 489 | $274K | Add +2.7% |
| ABT Abbott Laboratories | 0.23% | 1,767 | $234K | New |
| CCL Carnival Corp. | 0.21% | 11,000 | $215K | No change |
| IDXX Idexx Laboratories Inc. | 0.20% | 500 | $210K | Reduce -2.3% |
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | 0.00% | 10,000 | $2K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| ANET Arista Networks Inc. | Sold out | 0.00% | −4.20 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −3.58 |
| NVDA Nvidia Corp. | Reduce -84.7% | 0.63% | −3.29 |
| HIW Highwoods Properties Inc. | Sold out | 0.00% | −3.27 |
| GEV GE Vernova Inc. | Reduce -77.5% | 1.17% | −3.11 |
| GS Goldman Sachs Group Inc. | Reduce -69.2% | 1.66% | −2.68 |
| FSLR First Solar Inc. | Sold out | 0.00% | −2.44 |
| AMZN Amazon.com Inc. | Reduce -63.0% | 1.66% | −2.31 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −2.15 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −2.11 |
| AAPL Apple Inc. | Reduce -44.1% | 3.75% | −2.06 |
| OKE Oneok Inc. | Sold out | 0.00% | −1.94 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −1.92 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −1.89 |
| CEG Constellation Energy | Reduce -49.8% | 2.66% | −1.85 |
| GRMN Garmin Ltd. | Reduce -44.1% | 3.80% | −1.16 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −1.14 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −1.09 |
| SKWD Skyward Specialty Insurance | Sold out | 0.00% | −1.04 |
| AMSC American Superconductor Corp. | Reduce -36.6% | 1.28% | −0.82 |
| AMAL Amalgamated Financial Corp. | Sold out | 0.00% | −0.70 |
| ISRG Intuitive Surgical Inc. | Reduce -36.4% | 2.28% | −0.62 |
| SPOT Spotify Technology SA | Reduce -58.4% | 1.24% | −0.62 |
| SRE Sempra | Sold out | 0.00% | −0.58 |
| COST Costco Wholesale Corp. | Reduce -42.2% | 1.97% | −0.56 |
| YETI Yeti Holdings Inc. | Sold out | 0.00% | −0.50 |
| NFLX Netflix Inc. | Reduce -33.3% | 3.70% | −0.37 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.16 |
| ARRY Array Technologies Inc. | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -26.1% | 0.54% | −0.05 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -6.5% | 0.28% | +0.03 |
| IDXX Idexx Laboratories Inc. | Reduce -2.3% | 0.20% | +0.05 |
| KMB Kimberly-Clark Corp. | Reduce -4.9% | 0.33% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.0% | 0.38% | +0.09 |
| XFRAX BlackRock Fltng RT Inc. Strat | Reduce -0.4% | 0.59% | +0.11 |
| CARR Carrier Global Corp. | Reduce -0.7% | 1.13% | +0.19 |
| GE General Electric | Reduce -0.2% | 1.39% | +0.50 |
| JPM JPMorgan Chase & Co. | Reduce -15.5% | 4.93% | +0.55 |
| MSI Motorola Solutions Inc. | Reduce -0.1% | 3.72% | +0.70 |
Portfolio Buys Q4 2024 → Q1 2025
| PGR Progressive Corp. | New | 6.02% | +6.02 |
| GLD SPDR Gold Shares | New | 5.84% | +5.84 |
| FBND Fidelity Total Bond ETF | New | 5.36% | +5.36 |
| JNJ Johnson & Johnson | Add +129.0% | 6.10% | +4.32 |
| DUK Duke Energy Corp. | Add +338.6% | 4.46% | +3.77 |
| PROSHARES TR | New | 3.58% | +3.58 |
| QID Proshares Ultrashort QQQ | New | 2.83% | +2.83 |
| LLY Eli Lilly & Co. | New | 2.81% | +2.81 |
| V Visa Inc. Class A | Add +297.5% | 2.71% | +2.24 |
| UBER Uber Technologies Inc. | New | 2.22% | +2.22 |
| EQT Eqt Corp. | Add +6.7% | 5.81% | +2.20 |
| O Realty Income Corp. | New | 1.37% | +1.37 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.3% | 3.08% | +1.12 |
| MSFT Microsoft Corp. | Add +3.4% | 5.16% | +0.86 |
| TLT iShares 20+ Year Treasury BD | New | 0.50% | +0.50 |
| JFR Nuveen Floating Rate Income | Add +21.3% | 1.19% | +0.40 |
| ABT Abbott Laboratories | New | 0.23% | +0.23 |
| FLTR Vaneck Ig Floating Rate ETF | Add +3.3% | 0.42% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.7% | 0.27% | +0.06 |
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 |