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CIK: 0001897071
Total reported value
$134.7M
$134.7M
44 檔
22.3%
As reported in its official Q1 2025 Form 13F filing, Andrew Hill Investment Advisors, Inc.'s tracked investment portfolio stood at $134.7M with 44 total positions.
In Q1 2025, Andrew Hill Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 16 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.10% | — | +129.01% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 6.02% | +2.86% | NEW | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 5.84% | -4.57% | EXIT | |
| 4 | EQT | Eqt CORP | Stock-Energy | 5.81% | -0.67% | +6.74% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.36% | +0.45% | NEW | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | +0.43% | +3.41% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.93% | -1.16% | -15.49% | |
| 8 | DUK | Duke Energy CORP | Stock-Utilities | 4.46% | -0.24% | +338.59% | |
| 9 | GRMN | Garmin Ltd. | Stock-Tech | 3.80% | -0.52% | -44.13% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.75% | -1.21% | -44.10% | |
| 11 | MSI | Motorola Solutions Inc | Stock-Tech | 3.72% | — | -0.07% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 3.70% | — | -33.33% | |
| 13 | SDS | ProShares UltraShort S&P500 | Stock-Other | 3.58% | — | — | |
| 14 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.08% | +0.12% | +0.29% | |
| 15 | QID | Proshares Ultrashort Qqq | ETF-Other | 2.83% | — | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.81% | +5.46% | NEW | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.71% | — | +297.51% | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 2.66% | -2.03% | EXIT | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.28% | — | -36.44% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 2.22% | — | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.97% | +1.29% | -42.19% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.50% | NEW | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.66% | -0.01% | -69.21% | |
| 24 | GE | General Electric | Stock-Industrials | 1.39% | +1.46% | -0.24% | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 1.37% | — | — | |
| 26 | AMSC | American Superconductor CORP | Stock-Other | 1.28% | +0.48% | NEW | |
| 27 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.24% | — | -58.43% | |
| 28 | JFR | Nuveen Floating Rate Income | Stock-Other | 1.19% | — | +21.25% | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 1.17% | -0.23% | -77.46% | |
| 30 | CARR | Carrier Global CORP | Stock-Industrials | 1.13% | — | -0.72% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.29% | -84.71% | |
| 32 | XFRAX | Blackrock Fltng Rt Inc Strat | Stock-Other | 0.59% | -0.06% | -0.42% | |
| 33 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.56% | -0.09% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | -26.08% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.50% | — | — | |
| 36 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.42% | -0.08% | +3.25% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.38% | -0.07% | -0.96% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.33% | -0.01% | -4.91% | |
| 39 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.28% | — | -6.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | — | +2.73% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | -0.18% | EXIT | |
| 42 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.21% | -0.20% | EXIT | |
| 43 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.20% | +0.46% | -2.34% | |
| 44 | LINTA 4 11-15-29Bond | Liberty Interactive LLC | Bond | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +6% | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | +5.8% | NEW | New buy |
| 3 | FBND | Fidelity Total Bond ETF | +5.4% | NEW | New buy |
| 4 | JNJ | Johnson & Johnson | +4.3% | +129.01% | Add |
| 5 | DUK | Duke Energy CORP | +3.8% | +338.59% | Add |
| 6 | SDS | ProShares UltraShort S&P500 | +3.6% | NEW | New buy |
| 7 | QID | Proshares Ultrashort Qqq | +2.8% | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | +2.8% | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | +2.2% | +297.51% | Add |
| 10 | UBER | Uber Technologies Inc | +2.2% | NEW | New buy |
| 11 | EQT | Eqt CORP | +2.2% | +6.74% | Add |
| 12 | O | Realty Income CORP | +1.4% | NEW | New buy |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +1.1% | +0.29% | Add |
| 14 | MSFT | Microsoft CORP | +0.9% | +3.41% | Add |
| 15 | MSI | Motorola Solutions Inc | +0.7% | -0.07% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.6% | -15.49% | Trim |
| 17 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | NEW | New buy |
| 18 | GE | General Electric | +0.5% | -0.24% | Trim |
| 19 | JFR | Nuveen Floating Rate Income | +0.4% | +21.25% | Add |
| 20 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 21 | CARR | Carrier Global CORP | +0.2% | -0.72% | Trim |
| 22 | IVV | Ishares Core S&p 500 ETF | -0.1% | -26.08% | Trim |
| 23 | VUG | Vanguard Growth ETF | -0.2% | EXIT | Sold out |
| 24 | NFLX | Netflix Inc | -0.4% | -33.33% | Trim |
| 25 | YETI | Yeti Holdings Inc | -0.5% | EXIT | Sold out |
| 26 | COST | Costco Wholesale CORP | -0.6% | -42.19% | Trim |
| 27 | SRE | Sempra | -0.6% | EXIT | Sold out |
| 28 | SPOT | Spotify Technology S.A. | -0.6% | -58.43% | Trim |
| 29 | ISRG | Intuitive Surgical Inc | -0.6% | -36.44% | Trim |
| 30 | AMAL | Amalgamated Financial CORP | -0.7% | EXIT | Sold out |
| 31 | AMSC | American Superconductor CORP | -0.8% | -36.60% | Trim |
| 32 | SKWD | Skyward Specialty Insurance | -1% | EXIT | Sold out |
| 33 | NEE | Nextera Energy Inc | -1.1% | EXIT | Sold out |
| 34 | TMO | Thermo Fisher Scientific Inc | -1.1% | EXIT | Sold out |
| 35 | GRMN | Garmin Ltd. | -1.2% | -44.13% | Trim |
| 36 | CEG | Constellation Energy | -1.9% | -49.82% | Trim |
| 37 | AXON | Axon Enterprise Inc | -1.9% | EXIT | Sold out |
| 38 | SFM | Sprouts Farmers Market Inc | -1.9% | EXIT | Sold out |
| 39 | OKE | Oneok Inc | -1.9% | EXIT | Sold out |
| 40 | AAPL | Apple Inc | -2.1% | -44.10% | Trim |
| 41 | CMG | Chipotle Mexican Grill Inc | -2.1% | EXIT | Sold out |
| 42 | PFF | Ishares Preferred & Income S | -2.2% | EXIT | Sold out |
| 43 | AMZN | Amazon.com Inc | -2.3% | -63.02% | Trim |
| 44 | FSLR | First Solar Inc | -2.4% | EXIT | Sold out |
| 45 | GS | Goldman Sachs Group Inc | -2.7% | -69.21% | Trim |
| 46 | GEV | GE Vernova Inc | -3.1% | -77.46% | Trim |
| 47 | HIW | Highwoods Properties Inc | -3.3% | EXIT | Sold out |
| 48 | NVDA | Nvidia CORP | -3.3% | -84.71% | Trim |
| 49 | UTHR | United Therapeutics CORP | -3.6% | EXIT | Sold out |
| 50 | ANET | Arista Networks Inc | -4.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Andrew Hill Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $134.7M across 44 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including JNJ, PGR, GLD) accounted for 22.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
PGR
市值: $6.2M
Top Position Liquidated / Trimmed
ANET
前期市值: $5.6M
During Q1 2025, Andrew Hill Investment Advisors, Inc.'s top holdings by market value included JNJ (6.1%)、PGR (6.0%)、GLD (5.8%). The largest single position, JNJ, represented 6.1% of total portfolio value.
In Q1 2025, Andrew Hill Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 7 positions, trimming 17 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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