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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
-1.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
103.92%
Top 10 Holdings %
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$8.58M |
| 2 |
Ford
F
|
+$7.4M |
| 3 |
Target
TGT
|
+$6.85M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$6.73M |
| 5 |
Amazon
AMZN
|
+$6.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 21.6% |
| 2 | Energy | 14.43% |
| 3 | Technology | 9.65% |
| 4 | Consumer Staples | 6.67% |
| 5 | Healthcare | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
| $362K | 0.37% |
+34,594
| New | +$377K |
|
27
UBS Group
UBS
$176B
| $334K | 0.34% |
+11,000
| New | +$349K |
|
|
EIM
28
Eaton Vance Municipal Bond Fund
EIM
$497M
| $307K | 0.31% |
+29,600
| New | +$312K |
|
29
Invesco QQQ Trust
QQQ
$478B
| $279K | 0.28% |
+546
| New | +$276K |
|
30
Invesco Preferred ETF
PGX
$3.76B
| $264K | 0.27% |
+22,905
| New | +$276K |
|
31
Rayonier
RYN
$6.45B
| $261K | 0.27% |
+10,488
| New | +$292K |
|
32
United Parcel Service
UPS
$88.8B
| $255K | 0.26% |
+2,021
| New | +$266K |
|
33
Microsoft
MSFT
$3.74T
| $248K | 0.25% |
+588
| New | +$250K |
|
34
iShares Russell 2000 ETF
IWM
$81.8B
| $244K | 0.25% |
+1,104
| New | +$252K |
|
35
Golar LNG
GLNG
$5.17B
| $240K | 0.24% |
+5,662
| New | +$221K |
|
36
Arthur J. Gallagher & Co
AJG
$65B
| $206K | 0.21% |
+725
| New | +$211K |
|
37
Apple
AAPL
$4.45T
| $179K | 0.18% |
+716
| New | +$169K |
|
38
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
| $171K | 0.17% |
+300
| New | +$176K |
|
39
AT&T
T
$168B
| $147K | 0.15% |
+6,473
| New | +$146K |
|
40
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
| $141K | 0.14% |
+11,503
| New | +$148K |
|
41
Nuveen Municipal Credit Income Fund
NZF
$2.42B
| $138K | 0.14% |
+11,319
| New | +$144K |
|
42
Lowe's Companies
LOW
$124B
| $137K | 0.14% |
+557
| New | +$149K |
|
43
Brookfield
BN
$110B
| $137K | 0.14% |
+3,585
| New | +$135K |
|
44
Boeing
BA
$184B
| $115K | 0.12% |
+652
| New | +$102K |
|
45
UGI
UGI
$7.54B
| $113K | 0.12% |
+4,000
| New | +$104K |
|
46
State Street SPDR S&P 500 ETF Trust
SPY
$807B
| $104K | 0.11% |
+177
| New | +$104K |
|
47
AES
AES
$10.5B
| $103K | 0.1% |
+8,000
| New | +$119K |
|
48
Verizon
VZ
$196B
| $98.4K | 0.1% |
+2,462
| New | +$104K |
|
49
American Airlines Group
AAL
$10.1B
| $88K | 0.09% |
+5,050
| New | +$72.6K |
|
50
Nike
NKE
$61.3B
| $83.8K | 0.09% |
+1,107
| New | +$87K |
|
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Mountain Hill Investment Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Mountain Hill Investment Partners, which disclosed 183 positions worth $98.2M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, followed by Energy and Technology.
- Mountain Hill Investment Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
- Mountain Hill Investment Partners's ten largest holdings make up 62% of its $98.2M portfolio in Q4 2024.
- Mountain Hill Investment Partners disclosed 183 positions in Q4 2024, its first 13F filing on record.
Based on Mountain Hill Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.