Andrew Hill Investment Advisors Loads Up on 25,219 NVDA Shares in Q2 2025
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Andrew Hill Investment Advisors Loads Up on 25,219 NVDA Shares in Q2 2025

July 23, 2025
01:40 PM
6 min read
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What's remarkable is On July 10, 2025, Andrew Hill Investment Advisors disclosed in its second-quarter 13F filing with the SEC that it had purchased 25,219 s of Nvidia (NVDA 2....

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investment

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July 23, 2025

01:40 PM

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What's remarkable is On July 10, 2025, Andrew Hill Investment Advisors disclosed in its second-quarter 13F filing with the SEC that it had purchased 25,219 s of Nvidia (NVDA 2. 06%) in the period

Additionally, This boosted the firm's Nvidia holdings to 31,225 s, a position that was worth $4. 93 million as of July 10, 2025

On the other hand, What else to knowThe Nvidia position was 3 (fascinating analysis). 97% of the firm’s 13F AUM as of the end of Q2 2025

Nevertheless, Nevertheless, Andrew Hill Investment Advisors' top five holdings as of the filing:GLD: $19

Furthermore, 85 million (16 (an important development)

However, Meanwhile, 0% of AUM)JPM: $12

Nevertheless, 04 million (9. 7% of AUM) AMSC: $11. 21 million (9

Nevertheless, 0% of AUM)NFLX: $11. 01 million (8. 9% of AUM)UBER: $10. 83 million (8. 7% of AUM)Nvidia stock closed at $164

Conversely, 10 on July 10, 2025, up 24, amid market uncertainty

Furthermore, 90% over the past year, and outpacing the S&P 500 by 12

Meanwhile, 29 percentage points

Meanwhile, As of that date, Nvidia's forward P/E was 38, in light of current trends

However, Its 5-year revenue CAGR stands at 64, given current economic conditions

Company overviewMetricValueRevenue (TTM)$148

In contrast, 51 billionNet income (TTM)$76. 77 billionDividend yield0. 02%One-year price change24. 90%TTM data as of July 10, 2025 (fascinating analysis)

Conversely, Company snapshotNvidia is a global leader in high-performance computing and artificial intelligence, with a market capitalization of $4

Additionally, 00 trillion as of July 10, 2025, in this volatile climate

Nevertheless, The data indicates that company’s strategy centers on innovation in GPU nology and AI platforms, enabling it to capture demand across gaming, data center, and automotive sectors

Nvidia's competitive edge is built on its robust ecosystem, deep expertise in accelerated computing, and a diversified customer base spanning multiple industries

It ders graphics cessing units (GPUs), AI computing platforms, data center solutions, and networking ducts for gaming, fessional visualization, and enterprise applications, amid market uncertainty

On the other hand, It generates revenue primarily through the sale of advanced semiconductor hardware and related software, targeting high-growth such as artificial intelligence, cloud computing, and autonomous systems

The company serves original equipment manufacturers, cloud service viders, automotive companies, and system builders globally

In contrast, Foolish takeInvestment and wealth management advisory company Andrew Hill Investment Advisors' increased position in Nvidia is reflective of its management's desire to invest in nology stocks with direct exposure to the AI ecosystem (which is quite significant)

According to the company's second-quarter report, apximately one-third of its equity holdings have exposure to AI infrastructure, amid market uncertainty

That includes Nvidia, in light of current trends

Nvidia is an interesting case on the theme, because despite strong underlying trends in AI infrastructure investment this year, the stock actually declined 19% in the first three months of 2025, amid market uncertainty

On the other hand, It has recovered strongly since then, and is up more than 28% year-to-date at the time of this writing (this bears monitoring)

The stock's volatility stemmed from a combination of market concerns over the sustainability of AI spending (largely dispelled by a raft of positive evidence) and worries over U

Export limitations on nology, notably to China, which could drag on Nvidia's sales and encourage competition

In contrast, However, there appears to have been some de-escalation in the trade conflict, and Nvidia expects to ramp up sales of compliant chips to China in the second half (something worth watching)

It's also other chips that comply with export controls

As such, the market and Andrew Hill Investment Advisors are feeling more comfortable buying Nvidia stock as a play on AI/data center spending

However, Furthermore, Glossary13F filing: A quarterly report filed by institutional investment managers disclosing their equity holdings to the SEC, given the current landscape

AUM (assets under management): The total market value of assets an investment firm manages on behalf of clients (an important development)

Moreover, Allocation: The portion of a portfolio invested in a particular asset, sector, or security

Forward P/E: Price-to-earnings ratio using forecasted future earnings, indicating how much investors are willing to pay per expected dollar of earnings (which is quite significant)

On the other hand, CAGR (compound annual growth rate): The annualized growth rate of an investment over a specified period, assuming fits are reinvested (noteworthy indeed)

Dividend yield: Annual dividend income expressed as a percentage of a stock's current price

Data center solutions: ducts and services designed to support computing, storage, and networking needs in large-scale server facilities, given current economic conditions

Original equipment manufacturers (OEMs): Companies that duce components or ducts used in another company's end ducts

Accelerated computing: Use of specialized hardware, GPUs, to perform complex computations faster than traditional CPUs

Additionally, Autonomous systems: nologies enabling machines or vehicles to operate independently without human intervention, in today's market environment

However, Market capitalization: The total value of a company's outstanding s, calculated as price times number of s, in today's financial world

TTM (Trailing 12 Months): Financial data covering the most recent 12-month period, used to assess current performance

The Author Lee Samaha is a contributing Stock Market Analyst at The Motley Fool covering industrials, electricals, energy, materials, transportation, and infrastructure stocks

Prior to The Motley Fool, Lee was a Civil Engineer and Investment Manager

He holds a Bachelor of Civil and Structural Engineering from Southampton University and a Certificate in Investment Management from Chartered Institute for Securities & Investment

Lee first cut his teeth on The Motley Fool bulletin boards (commonly referred to as the “Fool Boards,”) and he’s infinitely grateful to all of the investors he learned from in this powerful community, amid market uncertainty

Additionally, Conversely, TMFSaintGermain X @LeeSamaha JPMorgan Chase is an advertising partner of Motley Fool Money

Lee Samaha has no position in any of the stocks mentioned

On the other hand, The Motley Fool has positions in and recommends JPMorgan Chase, Netflix, Nvidia, and Uber nologies (remarkable data)

The Motley Fool has a disclosure policy.