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CIK: 0001897071
Total reported value
$134.7M
$134.7M
54 檔
20.0%
The Q1 2026 SEC filing reveals that Andrew Hill Investment Advisors, Inc. held a total portfolio value of $134.7M, covering 54 public equity positions.
Andrew Hill Investment Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 9 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NXT | Nextpower Inc-cl A | Stock-Tech | 5.45% | -0.99% | -27.51% | |
| 2 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 4.76% | +0.12% | -3.65% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.68% | -1.21% | -15.28% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.59% | -0.29% | -16.14% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 4.57% | -4.57% | EXIT | |
| 6 | GEV | GE Vernova Inc | Stock-Industrials | 4.44% | -0.23% | +20.94% | |
| 7 | GRMN | Garmin Ltd. | Stock-Tech | 3.51% | -0.52% | -30.20% | |
| 8 | GE | General Electric | Stock-Industrials | 3.43% | +1.46% | -24.01% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.35% | +1.26% | -47.25% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 3.29% | -1.40% | — | |
| 11 | DE | Deere & Co | Stock-Industrials | 3.28% | -0.96% | +88.20% | |
| 12 | FHN | First Horizon CORP | Stock-Financials | 3.23% | -0.23% | -46.02% | |
| 13 | EQT | Eqt CORP | Stock-Energy | 2.87% | -0.67% | — | |
| 14 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.81% | -0.48% | -11.27% | |
| 15 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 2.71% | -0.32% | +87.58% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.62% | -0.01% | -32.80% | |
| 17 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 2.54% | +0.32% | -26.88% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.47% | -1.16% | -56.93% | |
| 19 | BALL | Ball CORP | Stock-Consumer Disc | 2.15% | -1.76% | +174.78% | |
| 20 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 2.14% | -0.18% | +37.53% | |
| 21 | CEG | Constellation Energy | Stock-Utilities | 2.03% | -2.03% | EXIT | |
| 22 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 2.00% | -1.10% | +36.48% | |
| 23 | OKE | Oneok Inc | Stock-Energy | 1.98% | +0.78% | -25.64% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.94% | +1.29% | — | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.90% | -1.90% | EXIT | |
| 26 | NFG | National Fuel Gas Co | Stock-Energy | 1.88% | -1.88% | EXIT | |
| 27 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.88% | -1.88% | EXIT | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | +0.43% | -60.38% | |
| 29 | ANET | Arista Networks Inc | Stock-Tech | 1.30% | +0.34% | +113.32% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 1.23% | -0.24% | -42.79% | |
| 31 | ZTS | Zoetis Inc | Stock-Healthcare | 1.17% | -1.17% | EXIT | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 1.12% | +0.60% | — | |
| 33 | DOCU | Docusign Inc | Stock-Tech | 1.10% | +0.26% | — | |
| 34 | RJF | Raymond James Financial Inc | Stock-Financials | 1.05% | -1.05% | EXIT | |
| 35 | ILS | Brookmont Catastrophic Bond | ETF-Other | 0.92% | -0.92% | EXIT | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.89% | -0.16% | — | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.88% | -0.88% | EXIT | |
| 38 | ALB | Albemarle CORP | Stock-Materials | 0.83% | -0.83% | EXIT | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.76% | +0.81% | — | |
| 40 | FPEI | First Trust Institutional Pr | ETF-Other | 0.55% | -0.08% | — | |
| 41 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.52% | -0.09% | -1.15% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | -7.99% | |
| 43 | NEE 7.299 06-01-27Bond | Nextera Energy Inc | Bond | 0.45% | -0.07% | — | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.33% | -0.07% | -3.07% | |
| 45 | XFRAX | Blackrock Fltng Rt Inc Strat | Stock-Other | 0.33% | -0.06% | -0.45% | |
| 46 | DVA | Davita Inc | Stock-Healthcare | 0.31% | +0.06% | — | |
| 47 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.28% | +0.46% | -1.58% | |
| 48 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.27% | -0.08% | -4.31% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | — | — | |
| 50 | MOG-A | Moog Inc-class A | Stock-Other | 0.24% | +0.76% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +2.1% | +20.94% | Add |
| 2 | DE | Deere & Co | +2.1% | +88.20% | Add |
| 3 | HASI | Ha Sustainable Infrastructur | +1.7% | +87.58% | Add |
| 4 | BALL | Ball CORP | +1.6% | +174.78% | Add |
| 5 | RIVN | Rivian Automotive Inc-a | +1% | +148.23% | Add |
| 6 | ZTS | Zoetis Inc | +1% | +504.46% | Add |
| 7 | CTRE | Caretrust Reit Inc | +0.8% | +37.53% | Add |
| 8 | NXT | Nextpower Inc-cl A | +0.8% | -27.51% | Trim |
| 9 | ANET | Arista Networks Inc | +0.7% | +113.32% | Add |
| 10 | ULTA | Ulta Beauty Inc | +0.6% | +36.48% | Add |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.5% | -3.65% | Trim |
| 12 | OKE | Oneok Inc | +0.1% | -25.64% | Trim |
| 13 | BTT | Blackrock 2030 Muni Trgt Trm | +0.1% | -1.15% | Trim |
| 14 | GMED | Globus Medical Inc - A | +0.1% | -11.27% | Trim |
| 15 | JPST | Jpmorgan Ultra-short Income | 0% | -3.07% | Trim |
| 16 | XFRAX | Blackrock Fltng Rt Inc Strat | 0% | -0.45% | Trim |
| 17 | FLTR | Vaneck Ig Floating Rate ETF | 0% | -4.31% | Trim |
| 18 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | -7.99% | Trim |
| 20 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 21 | LINTA 4 11-15-29Bond | Liberty Interactive LLC | — | — | Unchanged |
| 22 | IDXX | Idexx Laboratories Inc | 0% | -1.58% | Trim |
| 23 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 24 | CEG | Constellation Energy | 0% | +6.75% | Add |
| 25 | CCL1EUR | Carnival CORP LTD | -0.1% | -20.45% | Trim |
| 26 | GRMN | Garmin Ltd. | -0.3% | -30.20% | Trim |
| 27 | AAPL | Apple Inc | -0.4% | -15.28% | Trim |
| 28 | NVDA | Nvidia CORP | -0.4% | -16.14% | Trim |
| 29 | DUK | Duke Energy CORP | -0.4% | -42.79% | Trim |
| 30 | GE | General Electric | -0.8% | -24.01% | Trim |
| 31 | GS | Goldman Sachs Group Inc | -0.9% | -32.80% | Trim |
| 32 | YETI | Yeti Holdings Inc | -1% | -26.88% | Trim |
| 33 | ILS | Brookmont Catastrophic Bond | -1.4% | -65.80% | Trim |
| 34 | FHN | First Horizon CORP | -2.2% | -46.02% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -2.6% | -47.25% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -2.9% | -56.93% | Trim |
| 37 | MSFT | Microsoft CORP | -3% | -60.38% | Trim |
| 38 | GLD | Spdr Gold Shares | -5.6% | -64.48% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 40 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 41 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 42 | EQT | Eqt CORP | — | NEW | New buy |
| 43 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | NFG | National Fuel Gas Co | — | NEW | New buy |
| 46 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 47 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | EXE | Expand Energy CORP | — | EXIT | Sold out |
| 50 | DOCU | Docusign Inc | — | NEW | New buy |
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 54 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NXT, VRTX, AAPL) accounted for 20.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
NEE
市值: $3.7M
Top Position Liquidated / Trimmed
TMO
前期市值: $5.2M
During Q1 2026, Andrew Hill Investment Advisors, Inc.'s top holdings by market value included NXT (5.5%)、VRTX (4.8%)、AAPL (4.7%). The largest single position, NXT, represented 5.5% of total portfolio value.
In Q1 2026, Andrew Hill Investment Advisors, Inc. made 59 total portfolio adjustments, initiating 16 new buys, adding to 10 positions, trimming 24 holdings, and fully liquidating 9 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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