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Portfolio (Quarterly) Guide ↗

Andrew Hill Investment Advisors, Inc.

· CIK 0001897071
13F Portfolio $135M AUM 57 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FPEI FIRST TR EXCH TRADED FD III 32,600.0 $629K 0.47% NEW $19.29 -1.1%
42 FBND FIDELITY MERRIMACK STR TR 13,462.0 $612K 0.46% NEW $45.49 -1.3%
43 IVV ISHARES TR 803.0 $602K 0.45% NEW $749.64 +3.5%
44 BTT BLACKROCK MUN TARGET TERM TR Financial Services 25,704.0 $585K 0.43% NEW $22.75 -0.9%
45 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,351.0 $533K 0.40% NEW $226.81 -41.7%
46 BALL BALL CORP Consumer Cyclical 8,524.0 $532K 0.40% NEW $62.40 +2.3%
47 NEXTERA ENERGY INC 9,520.0 $506K 0.38% NEW $53.14
48 DVA DAVITA INC Healthcare 2,256.0 $502K 0.37% NEW $222.48 -19.1%
49 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,577.0 $368K 0.27% NEW $233.10 +0.4%
50 FRA BLACKROCK FLOATING RATE INCO Financial Services 33,354.0 $367K 0.27% NEW $10.99 -0.0%
51 J P MORGAN EXCHANGE TRADED F 6,954.0 $352K 0.26% NEW $50.58
52 VUG VANGUARD INDEX FDS 3,696.0 $318K 0.24% NEW $86.14 +3.5%
53 CARNIVAL CORP LTD 11,000.0 $314K 0.23% NEW $28.57
54 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,400.0 $264K 0.20% NEW $109.81 +0.8%
55 PZA INVESCO EXCH TRADED FD TR II 11,000.0 $259K 0.19% NEW $23.52 -3.4%
56 FLTR VANECK ETF TRUST 10,071.0 $258K 0.19% NEW $25.61 -0.1%
57 LIBERTY MEDIA CORP DEL 10,000.0 $449.0 NEW $0.04
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 19.8%
Healthcare 12.4%
Industrials 10.9%
Utilities 7.7%
Energy 6.4%
Consumer Cyclical 5.8%
Communication Services 5.0%
Consumer Defensive 3.7%
Real Estate 2.1%