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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
SPGI icon
51
S&P Global
SPGI
$121B
– –
-467
Closed -$244K
VGIT icon
52
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
– –
-4,152
Closed -$249K
1 2
3

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PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
EI
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SDWMA
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SDJVC
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SWM
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AOWM
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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.