Andrew Hill Investment Advisors, Inc. Portfolio Holdings

Andrew Hill Investment Advisors, Inc.

  • $125 Million
  • Q3 2024

Andrew Hill Investment Advisors, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Constellation Energy Corp with a value of $8.84M, Apple Inc. with a value of $7.98M, Microsoft Corp with a value of $6.51M, Garmin LTD with a value of $5.85M, and Jpmorgan Chase & CO with a value of $5.71M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $114M to 125M.

Andrew Hill Investment Advisors, Inc. is based out at Naples, FL

Below you can find more details about Andrew Hill Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
Technology: $35.7 Million
Utilities: $18.2 Million
Healthcare: $14.3 Million
Industrials: $14.2 Million
Financial Services: $11.4 Million
Consumer Cyclical: $7.44 Million
ETFs: $5.51 Million
Energy: $4.86 Million
Other: $13.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $125 Million
  • Prior Value $114 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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