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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMRK icon
226
Newmark Group
NMRK
$2.62B
– –
-84,354
Closed -$1.02M
OGN icon
227
Organon & Co
OGN
$3.59B
– –
-54
Closed -$523
P
228
Everpure Inc
P
$37.1B
– –
-97,090
Closed -$5.59M
RIVN icon
229
Rivian
RIVN
$23.2B
– –
-1,000
Closed -$13.7K
UBER icon
230
Uber
UBER
$153B
– –
-73,200
Closed -$6.83M
URNJ icon
231
Sprott Junior Uranium Miners ETF
URNJ
$368M
– –
-41
Closed -$862
URNM icon
232
Sprott Uranium Miners ETF
URNM
$2.04B
– –
-10
Closed -$494
WBD icon
233
Warner Bros
WBD
$68.8B
– –
-24
Closed -$275
SNDK
234
Sandisk
SNDK
$198B
– –
-27,314
Closed -$1.24M
6 7 8 9
10

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.