Andrew Hill Investment Advisors, Inc. holds a diversified book of 57 reported positions worth $134.7M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Nextpower Inc-CL A. Their largest long position is Eli Lilly & Co at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +16% (+8.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +19.0%, a 3.0-point gap that is the cost of the ~15-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Andrew Hill Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+3 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Andrew Hill Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 24 / 57 | $1.0B |
| Hoffman, Alan N Investment Management | 7 / 57 | $155.4M |
| Blackhill Capital Inc | 8 / 57 | $2.1B |
| Agave Capital Management Ltd | 5 / 57 | $738.3M |
| Emerald Advisors, LLC | 17 / 57 | $635.2M |
| 9823 Capital, L.P. | 8 / 57 | $111.6M |
| Draper Asset Management, LLC | 8 / 57 | $146.4M |
| Hoey Investments, Inc | 26 / 57 | $540.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Andrew Hill Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $7.4M | 6.1K | 5.5% | ▲New New position | |
| 2 | Ge Aerospace COM NEW | $6.6M | 17.6K | 4.9% | ▲+30% Added · +4K sh | |
| 3 | Vertex Pharmaceuticals Inc COM | $6.6M | 13.2K | 4.9% | ▲+11% Added · +1K sh | |
| 4 | Alphabet Inc CAP STK CL A | $6.2M | 17.4K | 4.6% | ▲+33% Added · +4K sh | |
| 5 | Nextpower Inc CLASS A COM | $6.0M | 50.4K | 4.5% | ▼−0.7% Reduced · −336 sh | |
| 6 | Nvidia Corporation COM | $5.8M | 28.9K | 4.3% | ▼−2.0% Reduced · −598 sh | |
| 7 | Ge Vernova Inc COM | $5.7M | 4.8K | 4.2% | ▼−15% Reduced · −878 sh | |
| 8 | Apple Inc COM | $4.7M | 16.1K | 3.5% | ▼−22% Reduced · −5K sh | |
| 9 | Costco Wholesale Corporation COM | $4.4M | 4.7K | 3.2% | ▲+113% Added · +2K sh | |
| 10 | First Horizon Corporation COM | $4.0M | 157.4K | 3.0% | ▼−1.3% Reduced · −2K sh | |
| 11 | Garmin Ltd SHS | $4.0M | 17.0K | 3.0% | ▼−0.2% Reduced · −35 sh | |
| 12 | Progressive Corp COM | $3.9M | 17.7K | 2.9% | ▲New New position | |
| 13 | Yeti Hldgs Inc COM | $3.8M | 77.6K | 2.9% | ▼−0.2% Reduced · −144 sh | |
| 14 | Citigroup Inc COM NEW | $3.8M | 27.0K | 2.8% | ▲New New position | |
| 15 | Oneok Inc New COM | $3.7M | 42.7K | 2.8% | ▲+74% Added · +18K sh | |
| 16 | Royal BK Cda COM | $3.6M | 17.3K | 2.7% | ▲New New position | |
| 17 | Goldman Sachs Group Inc COM | $3.5M | 3.5K | 2.6% | —Held | |
| 18 | Ha Sustainable Infra Cap Inc COM | $3.2M | 82.6K | 2.4% | ▼−0.1% Reduced · −107 sh | |
| 19 | Automatic Data Processing In COM | $3.2M | 14.3K | 2.4% | ▲New New position | |
| 20 | Globus Med Inc CL A | $3.1M | 39.8K | 2.3% | ▲+8.6% Added · +3K sh | |
| 21 | Deere & Co COM | $3.1M | 4.9K | 2.3% | ▼−24% Reduced · −2K sh | |
| 22 | Eqt Corp COM | $3.0M | 55.8K | 2.2% | ▲+10% Added · +5K sh | |
| 23 | Microsoft Corp COM | $2.8M | 7.5K | 2.1% | ▲+50% Added · +3K sh | |
| 24 | Caretrust REIT Inc COM | $2.6M | 65.6K | 2.0% | ▲+0.3% Added · +230 sh | |
| 25 | NextEra Energy Inc COM | $2.5M | 29.0K | 1.9% | ▼−27% Reduced · −11K sh | |
| 26 | Advanced Micro Devices Inc COM | $2.3M | 4.0K | 1.7% | ▼−35% Reduced · −2K sh | |
| 27 | Arista Networks Inc COM SHS | $2.2M | 13.0K | 1.6% | ▲+9.3% Added · +1K sh | |
| 28 | ASML Hldg NV N Y REGISTRY SHS | $2.1M | 1.1K | 1.6% | ▲+65% Added · +417 sh | |
| 29 | Docusign Inc COM | $1.8M | 41.3K | 1.4% | ▲+59% Added · +15K sh | |
| 30 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 1.3% | ▼−43% Reduced · −4K sh | |
| 31 | Moog Inc CL A | $1.3M | 3.2K | 1.0% | ▲+250% Added · +2K sh | |
| 32 | Duke Energy Corp New COM NEW | $1.3M | 10.5K | 1.0% | ▼−0.3% Reduced · −36 sh | |
| 33 | Cheniere Energy Inc COM NEW | $1.3M | 5.4K | 1.0% | ▲New New position | |
| 34 | Ulta Beauty Inc COM | $1.2M | 2.7K | 0.9% | ▼−37% Reduced · −2K sh | |
| 35 | Idexx Labs Inc COM | $997K | 1.9K | 0.7% | ▲+237% Added · +1K sh | |
| 36 | Ishares TR FLTG RATE NT ETF | $977K | 19.1K | 0.7% | ▼−2.7% Reduced · −534 sh | |
| 37 | Blackbaud Inc COM | $907K | 30.6K | 0.7% | ▲New New position | |
| 38 | Ishares TR NATIONAL MUN ETF | $822K | 7.6K | 0.6% | ▲New New position | |
| 39 | Amazon Com Inc COM | $675K | 2.8K | 0.5% | ▲New New position | |
| 40 | American Superconductor Corp SHS NEW | $643K | 15.5K | 0.5% | ▲New New position | |
| 41 | First TR Exch Traded FD III INSTL PFD SECS | $629K | 32.6K | 0.5% | —Held | |
| 42 | Fidelity Merrimack STR TR TOTAL BD ETF | $612K | 13.5K | 0.5% | ▲New New position | |
| 43 | Ishares TR CORE S&P500 ETF | $602K | 803 | 0.4% | ▼−0.4% Reduced · −3 sh | |
| 44 | BlackRock Mun Target Term TR COM SHS BEN IN | $585K | 25.7K | 0.4% | ▼−0.6% Reduced · −150 sh | |
| 45 | Dicks Sporting Goods Inc COM | $533K | 2.4K | 0.4% | ▲New New position | |
| 46 | Ball Corp COM | $532K | 8.5K | 0.4% | ▼−79% Reduced · −32K sh | |
| 47 | NextEra Energy Inc UNIT 06/01/2027 | $506K | 9.5K | 0.4% | ▲+5.5% Added · +500 sh | |
| 48 | Davita Inc COM | $502K | 2.3K | 0.4% | ▼−0.3% Reduced · −7 sh | |
| 49 | Williams Sonoma Inc COM | $368K | 1.6K | 0.3% | ▲New New position | |
| 50 | BlackRock Floating Rate Inco COM | $367K | 33.4K | 0.3% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1897071/holdings"
Use Arkolith to show Andrew Hill Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 15d | 57 | $134.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 54 | $112.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 47 | $131.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 46 | $128.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 51 | $124.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 44 | $103.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 51 | $134.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 17d | 51 | $133.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.