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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
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIO
226
Western Asset High Income Opportunity Fund
HIO
$339M
– –
-4,000
Closed -$14.8K
HQH
227
abrdn Healthcare Investors
HQH
$1.35B
– –
-500
Closed -$9.47K
IAU icon
228
iShares Gold Trust
IAU
$64.5B
– –
-400
Closed -$32.5K
IBM icon
229
IBM
IBM
$224B
– –
-100
Closed -$29.6K
JPM icon
230
JPMorgan Chase
JPM
$964B
– –
-100
Closed -$32.2K
LNC icon
231
Lincoln National
LNC
$8.65B
– –
-40
Closed -$1.78K
LYB icon
232
LyondellBasell Industries
LYB
$20.1B
– –
-100
Closed -$4.33K
MDT icon
233
Medtronic
MDT
$116B
– –
-35
Closed -$3.36K
META icon
234
Meta Platforms (Facebook)
META
$1.51T
– –
-110
Closed -$72.6K
MOS icon
235
The Mosaic Company
MOS
$6.85B
– –
-250
Closed -$6.02K
MTB icon
236
M&T Bank
MTB
$36.6B
– –
-10
Closed -$2.02K
NEM icon
237
Newmont
NEM
$120B
– –
-250
Closed -$25K
PEP icon
238
PepsiCo
PEP
$192B
– –
-100
Closed -$14.4K
PRU icon
239
Prudential Financial
PRU
$43B
– –
-25
Closed -$2.82K
SJNK icon
240
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
– –
-500
Closed -$12.7K
SLB icon
241
SLB Ltd
SLB
$77.3B
– –
-230,600
Closed -$8.85M
STX icon
242
Seagate
STX
$208B
– –
-100
Closed -$27.5K
UNP icon
243
Union Pacific
UNP
$177B
– –
-10
Closed -$2.31K
VALE icon
244
Vale
VALE
$58.8B
– –
-3,500
Closed -$45.6K
VCIT icon
245
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
– –
-100
Closed -$8.38K
VMC icon
246
Vulcan Materials
VMC
$36.1B
– –
-20
Closed -$5.7K
WDC icon
247
Western Digital
WDC
$168B
– –
-171
Closed -$29.5K
WMB icon
248
Williams Companies
WMB
$89.6B
– –
-100
Closed -$6.01K
FLUT icon
249
Flutter Entertainment
FLUT
$17.1B
– –
-3
Closed -$645
Q
250
Qnity Electronics Inc
Q
$29.8B
– –
-50
Closed -$4.08K
6 7 8 9
10

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LWM
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BAM
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Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.