Andrew Hill Investment Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Andrew Hill Investment Advisors, Inc. reported 51 stock positions worth $124.3 million. Its top holding was SPDR Gold Shares (GLD) at 8.0% of the portfolio, followed by JPMorgan Chase (JPM, 4.8%) and American Superconductor (AMSC, 4.5%). Compared with Q1 2025, it opened 16 new positions, sold out of 9, added to 15 and reduced 17. The biggest buy was Nvidia (NVDA, shares +420%) and the biggest sale an exit from Johnson & Johnson (JNJ).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001897071
- Portfolio Value
- $124.3M (Q2 2025)
- SEC Filing
- 0001085146-25-003717 ↗ filed Jul 10, 2025
Holdings Value
Holdings 51 stocks · $124.3M
| GLD SPDR Gold Shares | 7.98% | 32,552 | $9.9M | Add +55.3% |
| JPM JPMorgan Chase & Co. | 4.84% | 20,760 | $6.0M | Reduce -0.1% |
| AMSC American Superconductor Corp. | 4.51% | 152,779 | $5.6M | Add +109.6% |
| NFLX Netflix Inc. | 4.43% | 4,110 | $5.5M | Add +0.3% |
| UBER Uber Technologies Inc. | 4.36% | 58,057 | $5.4M | Add +84.3% |
| MSFT Microsoft Corp. | 4.34% | 10,859 | $5.4M | Reduce -23.6% |
| FBND Fidelity Total Bond ETF | 4.06% | 110,380 | $5.0M | Reduce -9.0% |
| NVDA Nvidia Corp. | 3.97% | 31,225 | $4.9M | Add +419.9% |
| GRMN Garmin Ltd. | 3.93% | 23,427 | $4.9M | Add +29.6% |
| CEG Constellation Energy | 3.66% | 14,085 | $4.5M | Add +3.5% |
| DUK Duke Energy Corp. | 3.56% | 37,541 | $4.4M | Reduce -0.6% |
| GEV GE Vernova Inc. | 3.41% | 8,009 | $4.2M | Add +103.0% |
| ISRG Intuitive Surgical Inc. | 3.36% | 7,688 | $4.2M | Add +61.5% |
| EQT Eqt Corp. | 3.20% | 68,315 | $4.0M | Reduce -39.3% |
| PGR Progressive Corp. | 3.04% | 14,165 | $3.8M | Reduce -35.5% |
| OKE Oneok Inc. | 2.95% | 44,969 | $3.7M | New |
| VRTX Vertex Pharmaceuticals Inc. | 2.87% | 8,003 | $3.6M | Add +21.8% |
| SPOT Spotify Technology SA | 2.75% | 4,454 | $3.4M | Add +91.2% |
| SFM Sprouts Farmers Market Inc. | 2.52% | 18,997 | $3.1M | New |
| NTRS Northern Trust Corp. | 2.25% | 22,080 | $2.8M | New |
| MSI Motorola Solutions Inc. | 2.14% | 6,313 | $2.7M | Reduce -28.0% |
| AMZN Amazon.com Inc. | 2.09% | 11,852 | $2.6M | Add +31.6% |
| GE General Electric filed as GE AEROSPACE | 1.95% | 9,441 | $2.4M | Add +31.4% |
| TMO Thermo Fisher Scientific Inc. | 1.77% | 5,414 | $2.2M | New |
| COST Costco Wholesale Corp. | 1.71% | 2,148 | $2.1M | Reduce -0.1% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 1.66% | 65,669 | $2.1M | New |
| CME Cme Group Inc. | 1.21% | 5,466 | $1.5M | New |
| FLDR Fidelity Low Durat Fact ETF | 1.20% | 29,701 | $1.5M | New |
| O Realty Income Corp. | 1.11% | 23,955 | $1.4M | Reduce -2.0% |
| CARR Carrier Global Corp. | 1.06% | 17,958 | $1.3M | Reduce -2.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.01% | 15,158 | $1.3M | New |
| AAPL Apple Inc. | 1.01% | 6,102 | $1.3M | Reduce -65.0% |
| JFR Nuveen Floating Rate Income | 0.74% | 108,134 | $916K | Reduce -25.4% |
| HASI Ha Sustainable Infrastructur | 0.57% | 26,170 | $703K | New |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.50% | 46,977 | $617K | Reduce -1.2% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.49% | 27,789 | $608K | Add +1.7% |
| CHWY Chewy Inc. Class A | 0.44% | 12,871 | $549K | New |
| ANET Arista Networks Inc. | 0.43% | 5,253 | $537K | New |
| IVV iShares Core S&P 500 ETF | 0.43% | 864 | $537K | Reduce -12.9% |
| JPST JPMorgan Ultra-Short Income | 0.31% | 7,684 | $389K | Reduce -1.8% |
| FLTR Vaneck Ig Floating Rate ETF | 0.31% | 14,896 | $380K | Reduce -11.6% |
| SYK Stryker Corp. | 0.27% | 854 | $338K | New |
| KMB Kimberly-Clark Corp. | 0.25% | 2,400 | $310K | No change |
| CCL Carnival Corp. | 0.25% | 11,000 | $309K | No change |
| MP MP Materials Corp. | 0.24% | 8,900 | $296K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 616 | $270K | New |
| IDXX Idexx Laboratories Inc. | 0.22% | 499 | $268K | Reduce -0.2% |
| ABT Abbott Laboratories | 0.22% | 1,967 | $268K | Add +11.3% |
| ENPH Enphase Energy Inc. | 0.17% | 5,219 | $207K | New |
| UEC Uranium Energy Corp. | 0.05% | 10,000 | $68K | New |
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | 0.00% | 10,000 | $902 | No change |
Portfolio Sells Q1 2025 → Q2 2025
| JNJ Johnson & Johnson | Sold out | 0.00% | −6.10 |
| PROSHARES TR | Sold out | 0.00% | −3.58 |
| PGR Progressive Corp. | Reduce -35.5% | 3.04% | −2.98 |
| QID Proshares Ultrashort QQQ | Sold out | 0.00% | −2.83 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −2.81 |
| AAPL Apple Inc. | Reduce -65.0% | 1.01% | −2.74 |
| V Visa Inc. Class A | Sold out | 0.00% | −2.71 |
| EQT Eqt Corp. | Reduce -39.3% | 3.20% | −2.61 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −1.66 |
| MSI Motorola Solutions Inc. | Reduce -28.0% | 2.14% | −1.58 |
| FBND Fidelity Total Bond ETF | Reduce -9.0% | 4.06% | −1.29 |
| DUK Duke Energy Corp. | Reduce -0.6% | 3.56% | −0.89 |
| MSFT Microsoft Corp. | Reduce -23.6% | 4.34% | −0.82 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.50 |
| JFR Nuveen Floating Rate Income | Reduce -25.4% | 0.74% | −0.45 |
| USSG Xtrackers MSCI USA Sele Eqty | Sold out | 0.00% | −0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.27 |
| O Realty Income Corp. | Reduce -2.0% | 1.11% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 1.71% | −0.26 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -11.6% | 0.31% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -12.9% | 0.43% | −0.11 |
| XFRAX BlackRock Fltng RT Inc. Strat | Reduce -1.2% | 0.50% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 4.84% | −0.09 |
| CARR Carrier Global Corp. | Reduce -2.6% | 1.06% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.8% | 0.31% | −0.07 |
| IDXX Idexx Laboratories Inc. | Reduce -0.2% | 0.22% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +419.9% | 3.97% | +3.34 |
| AMSC American Superconductor Corp. | Add +109.6% | 4.51% | +3.23 |
| OKE Oneok Inc. | New | 2.95% | +2.95 |
| SFM Sprouts Farmers Market Inc. | New | 2.52% | +2.52 |
| NTRS Northern Trust Corp. | New | 2.25% | +2.25 |
| GEV GE Vernova Inc. | Add +103.0% | 3.41% | +2.24 |
| GLD SPDR Gold Shares | Add +55.3% | 7.98% | +2.14 |
| UBER Uber Technologies Inc. | Add +84.3% | 4.36% | +2.14 |
| TMO Thermo Fisher Scientific Inc. | New | 1.77% | +1.77 |
| YETI Yeti Holdings Inc. | New | 1.66% | +1.66 |
| SPOT Spotify Technology SA | Add +91.2% | 2.75% | +1.51 |
| CME Cme Group Inc. | New | 1.21% | +1.21 |
| FLDR Fidelity Low Durat Fact ETF | New | 1.20% | +1.20 |
| ISRG Intuitive Surgical Inc. | Add +61.5% | 3.36% | +1.08 |
| SHY iShares 1-3 Year Treasury Bo | New | 1.01% | +1.01 |
| CEG Constellation Energy | Add +3.5% | 3.66% | +1.00 |
| NFLX Netflix Inc. | Add +0.3% | 4.43% | +0.73 |
| HASI Ha Sustainable Infrastructur | New | 0.57% | +0.57 |
| GE General Electric | Add +31.4% | 1.95% | +0.56 |
| CHWY Chewy Inc. Class A | New | 0.44% | +0.44 |
| AMZN Amazon.com Inc. | Add +31.6% | 2.09% | +0.43 |
| ANET Arista Networks Inc. | New | 0.43% | +0.43 |
| SYK Stryker Corp. | New | 0.27% | +0.27 |
| MP MP Materials Corp. | New | 0.24% | +0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.22% | +0.22 |
| ENPH Enphase Energy Inc. | New | 0.17% | +0.17 |
| GRMN Garmin Ltd. | Add +29.6% | 3.93% | +0.13 |
| UEC Uranium Energy Corp. | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | Add +11.3% | 0.22% | −0.01 |
| BTT BlackRock 2030 Muni TRGT TRM | Add +1.7% | 0.49% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +21.8% | 2.87% | −0.22 |
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 |