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MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $177M
1-Year Est. Return 2.52%
This Fund
S&P 500
This Quarter Est. Return
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Utilities 10.57%
3 Consumer Discretionary 7.06%
4 Industrials 5.69%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBND icon
1
Fidelity Total Bond ETF
FBND
$26.9B
$14.7M 8.31%
322,348
+14,799
+5% +$675K
VST icon
2
Vistra
VST
$55.1B
$12M 6.78%
75,485
+900
+1% +$140K
NVDA icon
3
NVIDIA
NVDA
$5.01T
$11.8M 6.66%
58,760
-4,700
-7% -$966K
IVV icon
4
iShares Core S&P 500 ETF
IVV
$876B
$11.5M 6.49%
15,295
-49
-0.3% -$35.7K
PFF icon
5
iShares Preferred and Income Securities ETF
PFF
$13.2B
$10.3M 5.81%
336,638
+33,005
+11% +$1.03M
XLK icon
6
State Street Technology Select Sector SPDR ETF
XLK
$115B
$9.63M 5.46%
50,563
-79
-0.2% -$13.5K
UPS icon
7
United Parcel Service
UPS
$97.6B
$9.42M 5.34%
87,607
+5,601
+7% +$582K
IGV icon
8
iShares Expanded Tech-Software Sector ETF
IGV
$13B
$8.17M 4.63%
90,210
+89,100
+8,027% +$7.92M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.9T
$7.66M 4.34%
+21,692
New +$7.75M
ORCL icon
10
Oracle
ORCL
$331B
$7.64M 4.33%
52,148
+49,788
+2,110% +$9.02M
AMCR icon
11
Amcor
AMCR
$20.6B
$7.63M 4.32%
176,065
+1,921
+1% +$76.2K
CRM icon
12
Salesforce
CRM
$134B
$7.45M 4.22%
47,578
– –
MSFT icon
13
Microsoft
MSFT
$2.84T
$6.97M 3.95%
18,689
+432
+2% +$175K
CEG icon
14
Constellation Energy
CEG
$98B
$6.49M 3.68%
26,128
+343
+1% +$96.6K
GIS icon
15
General Mills
GIS
$19.2B
$5.75M 3.26%
165,300
+1,900
+1% +$65.6K
XLE icon
16
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$5.13M 2.91%
96,624
+1
+0% +$57
XHB icon
17
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$4.54M 2.57%
39,300
– –
AMZN icon
18
Amazon
AMZN
$2.5T
$4.37M 2.47%
18,323
-12,569
-41% -$3.15M
NOW icon
19
ServiceNow
NOW
$102B
$3.57M 2.02%
36,000
+35,715
+12,532% +$3.54M
AVGO icon
20
Broadcom
AVGO
$1.82T
$3.22M 1.82%
+8,525
New +$3.42M
CPB icon
21
Campbell Soup
CPB
$6.51B
$3.09M 1.75%
138,900
– –
AZ icon
22
A2Z Smart Technologies
AZ
$249M
$2.43M 1.38%
417,738
+45,519
+12% +$311K
VB icon
23
Vanguard Small-Cap ETF
VB
$79.5B
$2.4M 1.36%
7,924
+6
+0.1% +$1.72K
RYN icon
24
Rayonier
RYN
$6.49B
$2.13M 1.21%
100,000
– –
BGC icon
25
BGC Group
BGC
$5.58B
$1.02M 0.58%
95,392
-1,782
-2% -$19.9K
1
2 3 4 5

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Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Utilities and Consumer Discretionary.

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.