Andrew D. W. Hill Portfolio
Invests via Andrew Hill Investment Advisors Inc. | Managed by Andrew D. W. Hill, Jennifer Ruth Figurelli
Invests via Andrew Hill Investment Advisors Inc.
Managed by Andrew D. W. Hill, Jennifer Ruth Figurelli
Automatically Tracked
Andrew D. W. Hill Profile
Andrew D. W. Hill is a seasoned operating executive with an extensive background in corporate development and strategic leadership. With years of experience steering large-scale organizational transformations, he has successfully driven growth initiatives within dynamic sectors. His expertise encompasses navigating complex markets and fostering innovation to enhance competitive advantage. Andrew’s ability to lead cross-functional teams towards unified business objectives underscores his relevance in the evolving landscape of corporate finance and market expansion.
Andrew D. W. Hill is a seasoned operating executive with an extensive background in corporate development and strategic leadership. With years of experience steering large-scale organizational transformations, he has successfully driven growth initiatives within dynamic sectors. His expertise encompasses navigating complex markets and fostering innovation to enhance competitive advantage. Andrew’s ability to lead cross-functional teams towards unified business objectives underscores his relevance in the evolving landscape of corporate finance and market expansion.
Investment Philosophy & Strategy
Identifying unique growth avenues is central to Andrew D. W. Hill's investment philosophy. His extensive operational leadership experience informs a strategic focus on sectors primed for disruption and innovation, driving initiatives that capitalize on emerging opportunities. He prioritizes alignment between investments and corporate development objectives, ensuring that capital deployment supports long-term value creation and market adaptability. By leveraging his profound understanding of complex business environments, he emphasizes the importance of fostering talent within organizations as a key driver of sustainable growth.
Identifying unique growth avenues is central to Andrew D. W. Hill's investment philosophy. His extensive operational leadership experience informs a strategic focus on sectors primed for disruption and innovation, driving initiatives that capitalize on emerging opportunities. He prioritizes alignment between investments and corporate development objectives, ensuring that capital deployment supports long-term value creation and market adaptability. By leveraging his profound understanding of complex business environments, he emphasizes the importance of fostering talent within organizations as a key driver of sustainable growth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
87.47%
Gain -1.35%
Monthly
0.93%
Yearly
11.73%
Drawdown
19.18%
$133.04M
Equity
Holdings
$133.04M
Investment
$116.98M
$55.72M
Profit -$1.73M
Realized
$39.66M
Unrealized
$16.06M
Dividends
$6.89M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.35%
Profit
-$1.73M
Win %
67%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$2.05M
Win %
67%
This Month
Compared to last month
Gain
-0.91%
Profit
-$1.22M
Win %
67%
This Year
Compared to last year
Gain
-0.55%
Profit
-$738,932.38
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$102,142.45 
BLKB Blackbaud Inc.
+6.79%
+$83,313.54 
GOOGL Alphabet Inc
+6.73%
+$390,843.18 
ANET Arista Networks, Inc.
+5.46%
+$121,439.36 
MSFT Microsoft Corp.
+3.02%
+$102,354.22 
NVDA NVIDIA Corporation
+2.93%
+$165,293.28 
LNG Cheniere Energy Inc.
+2.13%
+$29,974.47 
OKE ONEOK, Inc.
+1.95%
+$74,381.52 
GE General Electric Company
+1.42%
+$88,739.22 
VUG Vanguard Growth ETF
+1.1%
+$3,437.28 
EQT EQT Corporation
+1.1%
+$32,361.68 
DOCU DocuSign Inc.
+0.99%
+$22,321.98 
ADP Automatic Data Processing Inc.
+0.98%
+$37,049.81 
GEV GE Vernova Inc.
+0.85%
+$40,079.13 
FHN First Horizon Corporation
+0.75%
+$29,911.89 
CTRE CareTrust REIT Inc.
+0.72%
+$19,682.1 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,111.36 
DVA DaVita Inc.
+0.52%
+$2,774.87 
JPM JPMorgan Chase & Co.
+0.27%
+$5,081.64 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.18%
+$667.08 
C Citigroup Inc.
+0.1%
+$3,511.03 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$201.42 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$511.14 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 5307
530715AG6
0%
$0 NEEP
NEEPRS
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$395,679.24 
NXT Nextracker Inc.
-7.25%
-$354,466.66 
MOG-A Moog Inc.
-7.01%
-$93,345 
DKS Dick's Sporting Goods, Inc.
-2%
-$9,404 
WSM Williams-Sonoma, Inc.
-2%
-$7,348.84 
AMD Advanced Micro Devices, Inc.
-1.9%
-$36,923.12 
GMED Globus Medical Inc.
-1.83%
-$58,498.65 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$54,349.4 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$23,808.78 
GRMN Garmin Ltd.
-1.27%
-$63,950.34 
NEE NextEra Energy, Inc.
-1.15%
-$29,297.07 
DE Deere & Company
-1.13%
-$33,578.35 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$60,867.2 
PGR Progressive Corporation
-0.87%
-$32,856.9 
KMB Kimberly-Clark Corporation
-0.8%
-$2,112 
ULTA Ulta Beauty Inc.
-0.76%
-$10,537.69 
DUK Duke Energy Corporation
-0.67%
-$8,840.16 
GS The Goldman Sachs Group, Inc.
-0.63%
-$22,543.89 
BALL Ball Corp.
-0.63%
-$3,494.84 
BTT BlackRock Municipal 2030 Target Term Trust
-0.62%
-$3,598.56 
LLY Eli Lilly and Company
-0.53%
-$37,595.29 
RY Royal Bank of Canada
-0.29%
-$10,547.68 
AMSC American Superconductor Corporation
-0.27%
-$1,239.68 
FBND Fidelity Total Bond ETF
-0.27%
-$1,615.44 
COST Costco Wholesale Corporation
-0.24%
-$10,615.54 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$7,435.08 
MUB iShares National Muni Bond ETF
-0.11%
-$916.68 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$191.39 Events
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Dividends
Dividend Analysis
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| Trades 832 | Longs Won 410/832 49% | Profit Factor 2.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $316,098.04 |
| Average Win $212,423.19 | Best Trade (Mar 31) $2.96M | Sharpe Ratio -13.15 |
| Average Loss -$74,343.09 | Worst Trade (Mar 30) -$1.69M | Z-Score -7.87 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $66,972.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,789 | 1,610 | 1,431 | 1,252 | 1,073 | 894 | 716 | 537 | 358 | 179 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5307 530715AG6 | 10,000 | $6 | $6 | - | - | - | 0.0 |
| AAPL Apple Inc. | 16,137 | $4.15M | $4.98M | - | $834,168.07 | 20.1% | -7.354% |
| ADP Automatic Data Processing Inc. | 14,305 | $3.2M | $3.81M | - | $608,105.41 | 18.98% | +0.982% |
| AMD Advanced Micro Devices, Inc. | 3,996 | $812,906.28 | $1.9M | - | $1.09M | 134.06% | -1.904% |
| AMSC American Superconductor Corporation | 15,496 | $636,420.72 | $455,117.52 | - | -$181,303.2 | -28.49% | -0.272% |
| AMZN Amazon.com Inc | 2,831 | $674,740.54 | $768,842.95 | - | $94,102.41 | 13.95% | +15.321% |
| ANET Arista Networks, Inc. | 13,016 | $1.75M | $2.35M | - | $600,713.33 | 34.39% | +5.456% |
| ASML ASML Holding N.V. New York Registry Shares | 1,061 | $1.68M | $1.73M | - | $48,158.02 | 2.87% | -1.359% |
| BALL Ball Corp. | 8,524 | $503,853.64 | $553,207.6 | - | $49,353.96 | 9.8% | -0.628% |
| BLKB Blackbaud Inc. | 30,630 | $814,145.4 | $1.31M | - | $496,818.6 | 61.02% | +6.786% |
| BTT BlackRock Municipal 2030 Target Term Trust | 25,704 | $656,335.12 | $575,769.6 | - | -$80,565.52 | -12.28% | -0.621% |
| C Citigroup Inc. | 27,010 | $3.78M | $3.58M | - | -$202,845.37 | -5.37% | +0.098% |
| COST Costco Wholesale Corporation | 4,656 | $4.49M | $4.43M | - | -$56,806.92 | -1.27% | -0.239% |
| CTRE CareTrust REIT Inc. | 65,607 | $2.31M | $2.75M | - | $439,857.92 | 19.03% | +0.72% |
| DE Deere & Company | 4,938 | $2.6M | $2.93M | - | $328,761.38 | 12.66% | -1.134% |
| DKS Dick's Sporting Goods, Inc. | 2,351 | $533,230.31 | $460,584.41 | - | -$72,645.9 | -13.62% | -2.001% |
| DOCU DocuSign Inc. | 41,337 | $1.91M | $2.27M | - | $352,548.27 | 18.42% | +0.995% |
| DUK Duke Energy Corporation | 10,524 | $1.28M | $1.32M | - | $36,413.04 | 2.84% | -0.665% |
| DVA DaVita Inc. | 2,256 | $346,724.64 | $541,643.03 | - | $194,918.39 | 56.22% | +0.515% |
| EQT EQT Corporation | 55,796 | $3.5M | $2.97M | - | -$523,484.34 | -14.97% | +1.1% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Andrew D. W. Hill?
The largest contributions to the portfolio's profits come from the following stocks: American Superconductor Corporation - $5.44M, SPDR Gold Shares - $4.6M, GE Vernova Inc - $4.24M, NVIDIA Corporation - $4.03M, and Constellation Energy Corporation - $2.8M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Arista Networks, Inc - $1.56M, Tesla, Inc - $1.08M, NextEra Energy, Inc - $1.02M, ProShares UltraShort QQQ - $958,552.17, and Sprouts Farmers Market, Inc - $922,930.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew D. W. Hill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.89M earned over time. The largest contributors to dividend income include ONEOK, Inc - $814,402.16, NextEra Energy, Inc - $360,451.38, Royal Bank of Canada - $345,987.9, JPMorgan Chase & Co - $344,183.7, and AbbVie Inc - $299,206.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew D. W. Hill's monthly returns?
Andrew D. W. Hill's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew D. W. Hill's strategy be considered aggressive or moderate?
Andrew D. W. Hill's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Andrew D. W. Hill's strategy?
Andrew D. W. Hill's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
