LongOKESep 2026
ONEOK, Inc.
ONEOK owns pipelines, processing facilities and storage assets that move natural gas and natural gas liquids from production regions to end markets. The fund likes the…
Andrew Hill Investment Advisors, Inc.
Boutique wealth management and portfolio advisory strategy combining individual equities, fixed income and cash, with an earnings-focused and risk-aware approach.$231M AUM10 published ideas
Andrew Hill Investment Advisors, Inc., also operating as Responsible Advisors, is a Naples-based SEC-registered investment adviser serving individual and small-business clients. Its client portfolios combine equities and fixed income, and the Q3 letter emphasizes earnings quality, selective thematic exposure and maintaining liquidity when market risks rise. Public regulatory data report approximately $231 million in assets under management in 2026. P(1) Responsible Advisors Lette… Rialytix
Ideas from Andrew Hill Investment Advisors, Inc.
LongNVDASep 2026
NVIDIA Corporation
Nvidia is presented as the leader in the global buildout of artificial intelligence infrastructure, supplying the advanced computing hardware required for demanding AI…
LongAAPLSep 2026
Apple Inc.
Apple's thesis rests on the strength of its consumer ecosystem, loyal customer base, recurring services revenue and balance sheet. The fund highlights the first foldable iPhone…
LongMSFTSep 2026
Microsoft Corporation
Microsoft is positioned at the intersection of cloud computing and artificial intelligence, supported by continued Azure demand and growing adoption of AI-powered tools across…
LongLLYSep 2026
Eli Lilly and Company
Eli Lilly is benefiting from strong demand for its diabetes and weight-loss therapies, which has materially changed its growth profile and generated substantial cash flow. The…
LongLNGSep 2026
Cheniere Energy, Inc.
Cheniere is the largest U.S. producer and exporter of liquefied natural gas and links abundant domestic gas supply with international demand. The fund expects the company to…
LongADPSep 2026
Automatic Data Processing, Inc.
ADP combines predictable recurring revenue from payroll and human-resources software with an additional earnings stream from client payroll balances. The fund notes that the…
LongVRTXSep 2026
Vertex Pharmaceuticals Incorporated
Vertex's cystic fibrosis franchise generates substantial cash flow that can be redeployed into new therapeutic areas. Management is using acquisitions and internal research to…
LongANETSep 2026
Arista Networks, Inc.
Arista is one of the fund's preferred ways to gain exposure to the buildout of AI infrastructure. AI systems require high-performance networking to move large amounts of data…
LongGRMNSep 2026
Garmin Ltd.
Garmin is viewed as a diversified collection of specialized businesses across fitness, outdoor recreation, marine and aviation markets rather than simply a consumer GPS company…
Letters covered
- 3rd Quarter 2026 Client LetterSeptember 22, 2026
Source PDFs are not republished here; only extracted ideas and quotes.