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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
GS icon
26
Goldman Sachs
GS
$313B
$809K 0.46%
800
– –
ABBV icon
27
AbbVie
ABBV
$458B
$668K 0.38%
2,655
– –
QQQ icon
28
Invesco QQQ Trust
QQQ
$455B
$465K 0.26%
631
– –
DIS icon
29
Walt Disney
DIS
$165B
$322K 0.18%
3,346
– –
IWM icon
30
iShares Russell 2000 ETF
IWM
$80.9B
$302K 0.17%
1,004
– –
PGX icon
31
Invesco Preferred ETF
PGX
$3.84B
$248K 0.14%
22,905
– –
VTRS icon
32
Viatris
VTRS
$20.1B
$226K 0.13%
14,263
– –
MDY icon
33
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$211K 0.12%
300
– –
NRK icon
34
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$900M
$178K 0.1%
16,594
– –
AJG icon
35
Arthur J. Gallagher & Co
AJG
$63.7B
$161K 0.09%
700
– –
BN icon
36
Brookfield
BN
$102B
$153K 0.09%
3,585
– –
AAPL icon
37
Apple
AAPL
$4.89T
$147K 0.08%
508
– –
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$3.91T
$145K 0.08%
405
+5
+1% +$1.8K
NZF icon
39
Nuveen Municipal Credit Income Fund
NZF
$2.4B
$144K 0.08%
11,319
– –
SPY icon
40
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$142K 0.08%
190
– –
BA icon
41
Boeing
BA
$165B
$141K 0.08%
652
– –
VOD icon
42
Vodafone
VOD
$34.9B
$134K 0.08%
10,115
-30
-0.3% -$455
EIM
43
Eaton Vance Municipal Bond Fund
EIM
$492M
$129K 0.07%
13,000
– –
LOW icon
44
Lowe's Companies
LOW
$116B
$122K 0.07%
555
– –
JBLU icon
45
JetBlue
JBLU
$1.96B
$109K 0.06%
19,000
+5,000
+36% +$25.5K
AAL icon
46
American Airlines Group
AAL
$9.58B
$108K 0.06%
6,000
-639,400
-99% -$8.56M
SPCX
47
SpaceX
SPCX
$1.52T
$103K 0.06%
+600
New +$102K
UBS icon
48
UBS Group
UBS
$170B
$99.1K 0.06%
2,000
– –
T icon
49
AT&T
T
$165B
$85.5K 0.05%
4,131
+3,857
+1,408% +$95.7K
ECL icon
50
Ecolab
ECL
$75.6B
$83.6K 0.05%
300
– –
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.