Andrew Hill Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Andrew Hill Investment Advisors, Inc. reported 53 stock positions worth $111.7 million. Its top holding was Nextpower (NXT) at 5.5% of the portfolio, followed by Vertex Pharmaceuticals (VRTX, 4.8%) and Apple (AAPL, 4.7%). Compared with Q4 2025, it opened 15 new positions, sold out of 9, added to 10 and reduced 24. The biggest buy was a new position in Nextera Energy (NEE) and the biggest sale SPDR Gold Shares (GLD, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001897071
- Portfolio Value
- $111.7M (Q1 2026)
- SEC Filing
- 0001897071-26-000004 ↗ filed Apr 14, 2026
Holdings Value
Holdings 53 stocks · $111.7M
| NXT Nextpower Inc. | 5.48% | 50,758 | $6.1M | Reduce -27.5% |
| VRTX Vertex Pharmaceuticals Inc. | 4.78% | 11,955 | $5.3M | Reduce -3.6% |
| AAPL Apple Inc. | 4.70% | 20,705 | $5.3M | Reduce -15.3% |
| NVDA Nvidia Corp. | 4.61% | 29,546 | $5.2M | Reduce -16.1% |
| GLD SPDR Gold Shares | 4.59% | 11,927 | $5.1M | Reduce -64.5% |
| GEV GE Vernova Inc. | 4.46% | 5,701 | $5.0M | Add +20.9% |
| GRMN Garmin Ltd. | 3.53% | 16,998 | $3.9M | Reduce -30.2% |
| GE General Electric filed as GE AEROSPACE | 3.45% | 13,576 | $3.9M | Reduce -24.0% |
| GOOGL Alphabet Inc. Class A | 3.37% | 13,081 | $3.8M | Reduce -47.3% |
| NEE Nextera Energy Inc. | 3.31% | 39,748 | $3.7M | New |
| DE Deere & Co. | 3.29% | 6,525 | $3.7M | Add +88.2% |
| FHN First Horizon Corp. | 3.25% | 159,449 | $3.6M | Reduce -46.0% |
| EQT Eqt Corp. | 2.89% | 50,638 | $3.2M | New |
| GMED Globus Medical Inc. Class A | 2.83% | 36,635 | $3.2M | Reduce -11.3% |
| HASI Ha Sustainable Infrastructur | 2.72% | 82,719 | $3.0M | Add +87.6% |
| GS Goldman Sachs Group Inc. | 2.64% | 3,479 | $2.9M | Reduce -32.8% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 2.55% | 77,786 | $2.8M | Reduce -26.9% |
| JPM JPMorgan Chase & Co. | 2.48% | 9,404 | $2.8M | Reduce -56.9% |
| BALL Ball Corp. | 2.16% | 40,723 | $2.4M | Add +174.8% |
| CTRE Caretrust REIT Inc. | 2.15% | 65,377 | $2.4M | Add +37.5% |
| CEG Constellation Energy | 2.04% | 8,149 | $2.3M | Add +6.8% |
| ULTA Ulta Beauty Inc. | 2.01% | 4,291 | $2.2M | Add +36.5% |
| OKE Oneok Inc. | 1.99% | 24,620 | $2.2M | Reduce -25.6% |
| COST Costco Wholesale Corp. | 1.95% | 2,186 | $2.2M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.91% | 8,786 | $2.1M | New |
| NFG National Fuel Gas Co. | 1.89% | 22,438 | $2.1M | New |
| RIVN Rivian Automotive Inc. Class A | 1.89% | 139,915 | $2.1M | Add +148.2% |
| MSFT Microsoft Corp. | 1.66% | 5,000 | $1.9M | Reduce -60.4% |
| ANET Arista Networks Inc. | 1.31% | 11,912 | $1.5M | Add +113.3% |
| DUK Duke Energy Corp. | 1.24% | 10,560 | $1.4M | Reduce -42.8% |
| ZTS Zoetis Inc. | 1.18% | 11,122 | $1.3M | Add +504.5% |
| AMD Advanced Micro Devices | 1.13% | 6,181 | $1.3M | New |
| DOCU Docusign Inc. | 1.10% | 26,010 | $1.2M | New |
| RJF Raymond James Financial Inc. | 1.06% | 8,170 | $1.2M | New |
| ILS Brookmont Catastrophic Bond | 0.92% | 51,979 | $1.0M | Reduce -65.8% |
| FLOT iShares Floating Rate Bond E | 0.90% | 19,675 | $1.0M | New |
| INTU Intuit Inc. | 0.88% | 2,286 | $988K | New |
| ALB Albemarle Corp. | 0.84% | 5,200 | $934K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.76% | 644 | $851K | New |
| FPEI First Trust Institutional PR | 0.55% | 32,600 | $619K | New |
| BTT BlackRock 2030 Muni TRGT TRM | 0.53% | 25,854 | $587K | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.47% | 806 | $527K | Reduce -8.0% |
| JPST JPMorgan Ultra-Short Income | 0.33% | 7,262 | $368K | Reduce -3.1% |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.33% | 33,354 | $368K | Reduce -0.5% |
| DVA Davita Inc. | 0.31% | 2,263 | $348K | New |
| IDXX Idexx Laboratories Inc. | 0.28% | 562 | $316K | Reduce -1.6% |
| FLTR Vaneck Ig Floating Rate ETF | 0.27% | 11,972 | $305K | Reduce -4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 616 | $269K | No change |
| MOG.A Moog Inc. Class A | 0.24% | 906 | $265K | New |
| KMB Kimberly-Clark Corp. | 0.21% | 2,400 | $232K | No change |
| CCL Carnival Corp. | 0.20% | 8,750 | $226K | Reduce -20.4% |
| ABT Abbott Laboratories | 0.18% | 1,967 | $202K | No change |
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | 0.00% | 10,000 | $359 | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $505K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 9,020 | $505K | New |
Total filed on the 13F, all lines: $112.2M.
Portfolio Sells Q4 2025 → Q1 2026
| GLD SPDR Gold Shares | Reduce -64.5% | 4.59% | −5.54 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −3.94 |
| MSFT Microsoft Corp. | Reduce -60.4% | 1.66% | −2.99 |
| JPM JPMorgan Chase & Co. | Reduce -56.9% | 2.48% | −2.88 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −2.70 |
| GOOGL Alphabet Inc. Class A | Reduce -47.3% | 3.37% | −2.54 |
| FHN First Horizon Corp. | Reduce -46.0% | 3.25% | −2.13 |
| ILS Brookmont Catastrophic Bond | Reduce -65.8% | 0.92% | −1.39 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −1.08 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.05 |
| YETI Yeti Holdings Inc. | Reduce -26.9% | 2.55% | −1.03 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.95 |
| GS Goldman Sachs Group Inc. | Reduce -32.8% | 2.64% | −0.83 |
| GE General Electric | Reduce -24.0% | 3.45% | −0.74 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.65 |
| FLDR Fidelity Low Durat Fact ETF | Sold out | 0.00% | −0.50 |
| DUK Duke Energy Corp. | Reduce -42.8% | 1.24% | −0.41 |
| SKWD Skyward Specialty Insurance | Sold out | 0.00% | −0.40 |
| NVDA Nvidia Corp. | Reduce -16.1% | 4.61% | −0.39 |
| AAPL Apple Inc. | Reduce -15.3% | 4.70% | −0.36 |
| GRMN Garmin Ltd. | Reduce -30.2% | 3.53% | −0.23 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.22 |
| CCL Carnival Corp. | Reduce -20.4% | 0.20% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -1.6% | 0.28% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -8.0% | 0.47% | +0.01 |
| XFRAX BlackRock Fltng RT Inc. Strat | Reduce -0.5% | 0.33% | +0.03 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -4.3% | 0.27% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.1% | 0.33% | +0.04 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -1.1% | 0.53% | +0.07 |
| GMED Globus Medical Inc. Class A | Reduce -11.3% | 2.83% | +0.08 |
| OKE Oneok Inc. | Reduce -25.6% | 1.99% | +0.14 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -3.6% | 4.78% | +0.49 |
| NXT Nextpower Inc. | Reduce -27.5% | 5.48% | +0.83 |
Portfolio Buys Q4 2025 → Q1 2026
| NEE Nextera Energy Inc. | New | 3.31% | +3.31 |
| EQT Eqt Corp. | New | 2.89% | +2.89 |
| GEV GE Vernova Inc. | Add +20.9% | 4.46% | +2.11 |
| DE Deere & Co. | Add +88.2% | 3.29% | +2.06 |
| COST Costco Wholesale Corp. | New | 1.95% | +1.95 |
| IBM Intl Business Machines Corp. | New | 1.91% | +1.91 |
| NFG National Fuel Gas Co. | New | 1.89% | +1.89 |
| HASI Ha Sustainable Infrastructur | Add +87.6% | 2.72% | +1.67 |
| BALL Ball Corp. | Add +174.8% | 2.16% | +1.56 |
| AMD Advanced Micro Devices | New | 1.13% | +1.13 |
| DOCU Docusign Inc. | New | 1.10% | +1.10 |
| RJF Raymond James Financial Inc. | New | 1.06% | +1.06 |
| RIVN Rivian Automotive Inc. Class A | Add +148.2% | 1.89% | +1.04 |
| ZTS Zoetis Inc. | Add +504.5% | 1.18% | +1.00 |
| FLOT iShares Floating Rate Bond E | New | 0.90% | +0.90 |
| INTU Intuit Inc. | New | 0.88% | +0.88 |
| CTRE Caretrust REIT Inc. | Add +37.5% | 2.15% | +0.84 |
| ALB Albemarle Corp. | New | 0.84% | +0.84 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.76% | +0.76 |
| ANET Arista Networks Inc. | Add +113.3% | 1.31% | +0.75 |
| ULTA Ulta Beauty Inc. | Add +36.5% | 2.01% | +0.56 |
| FPEI First Trust Institutional PR | New | 0.55% | +0.55 |
| DVA Davita Inc. | New | 0.31% | +0.31 |
| MOG.A Moog Inc. Class A | New | 0.24% | +0.24 |
| CEG Constellation Energy | Add +6.8% | 2.04% | −0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | New | 9,020 | $505K |
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 |