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HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+2.44%
1 Year Est. Return
+20.13%
3 Year Est. Return
+41.09%
5 Year Est. Return
+34.31%
10 Year Est. Return
–
AUM
$906M
AUM Growth
+$64.9M
Cap. Flow
+$43.7M
Cap. Flow %
4.82%
Top 10 Hldgs %
87.13%
Holding
52
New
2
Increased
10
Reduced
23
Closed
2

Top Buys

Rank Stock Value
1
LVIG
Longview Advantage Fixed Income ETF
LVIG
+$88.8M
2
EBI
The RBB Fund Trust Longview Advantage ETF
EBI
+$6.68M
3
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$299K
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$235K

Top Sells

Rank Stock Value
1
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$27M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$15.7M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.75M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$2.4M
5
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.87M

Sector Composition

Rank Sector Weight
1 Technology 0.48%
2 Energy 0.37%
3 Financials 0.26%
4 Industrials 0.13%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$979B
$1.23M 0.14%
2,053
+33
+2% +$20.6K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.11M 0.12%
2,326
-20
-0.9% -$9.82K
LMT icon
28
Lockheed Martin
LMT
$134B
$920K 0.1%
1,523
– –
MSFT icon
29
Microsoft
MSFT
$3.45T
$903K 0.1%
2,439
-8
-0.3% -$3.35K
DFAX icon
30
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$794K 0.09%
23,380
-787
-3% -$27.4K
BRK.A icon
31
Berkshire Hathaway Class A
BRK.A
$1.1T
$718K 0.08%
1
– –
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.36T
$678K 0.07%
2,358
– –
MRK icon
33
Merck
MRK
$322B
$665K 0.07%
5,530
– –
XOM icon
34
ExxonMobil
XOM
$644B
$664K 0.07%
3,914
– –
SPEM icon
35
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$551K 0.06%
11,754
– –
DFSI
36
Dimensional International Sustainability Core 1 ETF
DFSI
$1.14B
$520K 0.06%
12,259
+953
+8% +$42.2K
IEFA icon
37
iShares Core MSCI EAFE ETF
IEFA
$190B
$460K 0.05%
5,085
-229
-4% -$21.4K
AVUS icon
38
Avantis US Equity ETF
AVUS
$14B
$430K 0.05%
3,872
– –
DFSE
39
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$599M
$404K 0.04%
9,542
+1,125
+13% +$49.5K
AVMU icon
40
Avantis Core Municipal Fixed Income ETF
AVMU
$173M
$385K 0.04%
8,410
-40,115
-83% -$1.87M
LLY icon
41
Eli Lilly
LLY
$1.02T
$339K 0.04%
369
+5
+1% +$5.07K
PLBY icon
42
Playboy Inc
PLBY
$128M
$316K 0.03%
207,653
– –
COST icon
43
Costco
COST
$422B
$304K 0.03%
305
– –
DFAS icon
44
Dimensional US Small Cap ETF
DFAS
$15.4B
$304K 0.03%
4,269
– –
TFC icon
45
Truist Financial
TFC
$63.3B
$288K 0.03%
6,262
– –
AMZN icon
46
Amazon
AMZN
$2.92T
$247K 0.03%
1,186
-6
-0.5% -$1.32K
TD icon
47
Toronto Dominion Bank
TD
$198B
$224K 0.02%
2,398
– –
NOC icon
48
Northrop Grumman
NOC
$77.1B
$214K 0.02%
+314
New +$217K
GOOG icon
49
Alphabet (Google) Class C
GOOG
$4.36T
$202K 0.02%
703
-15
-2% -$4.71K
NCMI icon
50
National CineMedia
NCMI
$376M
$179K 0.02%
58,575
+18,210
+45% +$63.9K
1
2
3

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Hill Investment Group Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Hill Investment Group Partners held 52 positions worth $906M, up 7.7% from $841M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hill Investment Group Partners deployed $43.7M of net new capital in Q1 2026, opening 2 new positions and adding to 10 existing holdings. Its largest new stake was Longview Advantage Fixed Income ETF: 900,889 shares worth $89M.

By sector, the portfolio is most concentrated in Technology at 0.48% of assets, down from 0.59% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Avantis Core Fixed Income ETF, an estimated $27M trimmed.

  • Hill Investment Group Partners's largest Q1 2026 buy was Longview Advantage Fixed Income ETF: 900,889 shares worth $89M.
  • Hill Investment Group Partners added most to The RBB Fund Trust Longview Advantage ETF in Q1 2026, an estimated $6.68M increase.
  • Hill Investment Group Partners's biggest Q1 2026 reduction was Avantis Core Fixed Income ETF, cutting an estimated $27M.
  • Hill Investment Group Partners fully exited Vanguard Intermediate-Term Treasury ETF in Q1 2026, selling an estimated $249K.
  • Hill Investment Group Partners's ten largest holdings make up 87% of its $906M portfolio in Q1 2026.
  • Hill Investment Group Partners opened 2 new positions and closed 2 in Q1 2026.
  • Hill Investment Group Partners's portfolio value rose 7.7% quarter-over-quarter to $906M.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.