Andrew Hill Investment Advisors, Inc. logo

Andrew Hill Investment Advisors, Inc.

RIA/Wealth

Andrew Hill Investment Advisors, Inc. is a RIA/Wealth based in Naples, FL led by Andrew D.W. Hill, reporting $222.3M in AUM as of Q3 2025 with GLD as the largest holding (9% allocation).

PresidentAndrew D.W. Hill
Portfolio Value
$128.5M
Positions
45
Top Holding
GLD at 9.33%
Last Reported
Q3 2025
Address4089 Tamiami Trail North, Suite A203, Naples, FL, 34103, United States

Top Holdings

Largest long holdings in Andrew Hill Investment Advisors, Inc.'s portfolio (49.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$12.0M
9.33%
+$419.5K
Bought
33.7K shares
Banks - Diversified
Financial Services
$6.4M
4.99%
-$130.3K
Sold
0.00%
20.3K shares
3
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$6.2M
4.84%
+$393.1K
Bought
0.00%
33.3K shares
Internet Content & Information
Communication Services
$6.0M
4.67%
+$6.0M
Bought
0.00%
24.7K shares
5
Garmin logo
Garmin
GRMN
Hardware, Equipment & Parts
Technology
$5.9M
4.56%
+$88.6K
Bought
0.01%
23.8K shares
6
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$5.6M
4.36%
+$4.1M
Bought
0.00%
22.0K shares
Software - Application
Technology
$5.5M
4.32%
-$141.8K
Sold
0.00%
56.6K shares
Software - Infrastructure
Technology
$5.5M
4.28%
-$122.2K
Sold
0.00%
10.6K shares
Aerospace & Defense
Industrials
$5.4M
4.17%
+$2.5M
Bought
0.00%
17.8K shares
Industrial - Machinery
Industrials
$5.3M
4.11%
-$3.8M
Sold
0.20%
88.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Andrew Hill Investment Advisors, Inc.'s latest filing

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Market Value
$128.5M
Prior: $124.3M
Q/Q Change
+3.38%
+$4.2M
Net Flows % of MV
-11.92%
Turnover Ratio
27.52%
New Purchases
2 stocks
$5.6M
Added To
16 stocks
+$17.0M
Sold Out Of
11 stocks
$24.5M
Reduced Holdings
18 stocks
-$13.5M

Increased Positions

PositionShares Δ
New
New
3
Apple logo
Apple
AAPL
+260.82%
+250.47%
5
Chewy logo
Chewy
CHWY
+105.16%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Oneok logo
Sold
Sold

Analytics

Portfolio insights and performance metrics for Andrew Hill Investment Advisors, Inc.

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Sector Allocation

Technology: 26.90%TechnologyUtilities: 10.10%UtilitiesCommunication Services: 9.30%Communication ServicesIndustrials: 8.30%Consumer Cyclical: 7.30%Financial Services: 7.20%Healthcare: 5.80%Energy: 3.90%Real Estate: 3.50%Consumer Defensive: 2.60%Basic Materials: 2.20%ETF: 1.80%
Technology
26.90%
Utilities
10.10%
Communication Services
9.30%
Industrials
8.30%
Consumer Cyclical
7.30%
Financial Services
7.20%
Healthcare
5.80%
Energy
3.90%
Real Estate
3.50%
Consumer Defensive
2.60%
Basic Materials
2.20%
ETF
1.80%

Market Cap Distribution

Mega Cap (> $200B): 41.25%Mega Cap (> $200B)Large Cap ($10B - $200B): 35.68%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 10.28%Mid Cap ($2B - $10B)N/A (ETF or Unknown): 12.79%N/A (ETF or Unknown)
Mega Cap (> $200B)
41.25%
Large Cap ($10B - $200B)
35.68%
Mid Cap ($2B - $10B)
10.28%
N/A (ETF or Unknown)
12.79%

Portfolio Concentration

Top 10 Holdings %
49.62%
Top 20 Holdings %
81.15%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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