Andrew Hill Investment Advisors, Inc.

données du 30/09/2025

Capitalisation

$ 128.526 M 3.38 %

Période de détention moyenne

5 ans

Performance

$ 37.230 M 30.75 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Andrew Hill Investment Advisors, Inc.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 GLD SPDR GOLD TR 9.33% 11.991 M $ 33732 2025/03/31 1.648 M $ 16.61 %
2025/09/30 JPM JPMORGAN CHASE & CO. 4.99% 6.418 M $ 20347 2023/12/31 529.795 K $ 8.80 %
2025/09/30 NVDA NVIDIA CORPORATION 4.84% 6.219 M $ 33332 2023/12/31 892.722 K $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 4.67% 6.004 M $ 24698 2025/09/30 0.000 $ 0.00 %
2025/09/30 GRMN GARMIN LTD 4.56% 5.857 M $ 23787 2023/12/31 878.512 K $ 17.97 %
2025/09/30 AAPL APPLE INC 4.36% 5.606 M $ 22017 2023/12/31 301.804 K $ 24.10 %
2025/09/30 UBER UBER TECHNOLOGIES INC 4.32% 5.546 M $ 56610 2025/03/31 271.126 K $ 5.01 %
2025/09/30 MSFT MICROSOFT CORP 4.28% 5.502 M $ 10623 2023/12/31 223.043 K $ 4.13 %
2025/09/30 GE GE AEROSPACE 4.17% 5.354 M $ 17797 2023/12/31 410.022 K $ 16.87 %
2025/09/30 AMSC AMERICAN SUPERCONDUCTOR CORP 4.11% 5.277 M $ 88855 2024/03/31 3.468 M $ 61.87 %
2025/09/30 DUK DUKE ENERGY CORP NEW 3.53% 4.543 M $ 36711 2024/06/30 215.860 K $ 4.87 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 3.53% 4.535 M $ 13781 2023/12/31 88.876 K $ 1.95 %
2025/09/30 NFLX NETFLIX INC 3.47% 4.454 M $ 3715 2024/06/30 -576.263 K $ -10.47 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 3.36% 4.324 M $ 8916 2024/12/31 430.737 K $ 19.62 %
2025/09/30 YETI YETI HLDGS INC 3.30% 4.247 M $ 127994 2024/12/31 109.010 K $ 5.27 %
2025/09/30 NXT NEXTRACKER INC 3.07% 3.948 M $ 53359 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 3.06% 3.927 M $ 6386 2024/06/30 686.771 K $ 16.21 %
2025/09/30 AMZN AMAZON COM INC 2.96% 3.807 M $ 17340 2023/12/31 2.133 K $ 0.08 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 2.83% 3.642 M $ 7963 2024/03/31 232.507 K $ 8.76 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.41% 3.091 M $ 3339 2023/12/31 -138.137 K $ -6.50 %
2025/09/30 NTRS NORTHERN TR CORP 2.24% 2.882 M $ 21409 2025/06/30 172.444 K $ 6.16 %
2025/09/30 NEM NEWMONT CORP 2.19% 2.819 M $ 33435 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTRE CARETRUST REIT INC 1.29% 1.655 M $ 47718 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 1.17% 1.510 M $ 2162 2024/06/30 -308.840 K $ -9.03 %
2025/09/30 ANET ARISTA NETWORKS INC 1.15% 1.474 M $ 10113 2024/12/31 227.980 K $ 42.42 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 1.13% 1.453 M $ 3709 2023/12/31 -428.640 K $ -12.03 %
2025/09/30 O REALTY INCOME CORP 1.12% 1.439 M $ 23674 2025/03/31 76.176 K $ 5.52 %
2025/09/30 HASI HA SUSTAINABLE INFRA CAP INC 1.07% 1.379 M $ 44915 2025/06/30 100.492 K $ 14.30 %
2025/09/30 SYK STRYKER CORPORATION 0.86% 1.106 M $ 2993 2025/06/30 -22.169 K $ -6.56 %
2025/09/30 CHWY CHEWY INC 0.83% 1.068 M $ 26406 2025/06/30 -27.930 K $ -5.09 %
2025/09/30 JFR NUVEEN FLOATING RATE INCOME 0.72% 924.244 K $ 112988 2024/06/30 -31.358 K $ -3.42 %
2025/09/30 CRM SALESFORCE INC 0.59% 752.949 K $ 3177 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLDR FIDELITY MERRIMACK STR TR 0.56% 715.672 K $ 14256 2025/06/30 3.861 K $ 0.26 %
2025/09/30 SEDG SOLAREDGE TECHNOLOGIES INC 0.50% 648.943 K $ 17539 2025/09/30 0.000 $ 0.00 %
2025/09/30 FRA BLACKROCK FLOATING RATE INCO 0.50% 648.708 K $ 49977 2023/12/31 -7.516 K $ -1.22 %
2025/09/30 BTT BLACKROCK MUN TARGET TERM TR 0.46% 587.437 K $ 26154 2023/12/31 15.839 K $ 2.60 %
2025/09/30 IVV ISHARES TR 0.43% 551.347 K $ 823 2023/12/31 41.817 K $ 7.79 %
2025/09/30 EQT EQT CORP 0.31% 398.822 K $ 7327 2023/12/31 -265.745 K $ -6.67 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.30% 389.860 K $ 7684 2023/12/31 384.000 $ 0.10 %
2025/09/30 FLTR VANECK ETF TRUST 0.26% 335.880 K $ 13135 2024/12/31 1.042 K $ 0.27 %
2025/09/30 CCL CARNIVAL CORP 0.25% 318.010 K $ 11000 2023/12/31 8.689 K $ 2.81 %
2025/09/30 IDXX IDEXX LABS INC 0.25% 317.433 K $ 496 2023/12/31 51.172 K $ 19.09 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.23% 298.533 K $ 2400 2024/03/31 -10.991 K $ -3.55 %
2025/09/30 VUG VANGUARD INDEX FDS 0.23% 295.440 K $ 616 2024/09/30 25.385 K $ 9.40 %
2025/09/30 ABT ABBOTT LABS 0.21% 263.460 K $ 1967 2024/03/31 -4.071 K $ -1.52 %
2025/09/30 LIBERTY MEDIA CORP DEL 0.00% 812.000 $ 10000 2023/12/31 -90.000 $ -9.98 %
2025/09/30 SHY ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MP MP MATERIALS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 OKE ONEOK INC NEW 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 PGR PROGRESSIVE CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 UEC URANIUM ENERGY CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ENPH ENPHASE ENERGY INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CME CME GROUP INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 SFM SPROUTS FMRS MKT INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 FBND FIDELITY MERRIMACK STR TR 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %