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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
-4.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
+$10.4M
Cap. Flow %
10.13%
Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
52
Reduced
23
Closed
17

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$8.54M
2
UBER icon
Uber
UBER
+$6.02M
3
NVDA icon
NVIDIA
NVDA
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

Rank Stock Value
1
GM icon
General Motors
GM
+$5.31M
2
PSX icon
Phillips 66
PSX
+$4.93M
3
CVS icon
CVS Health
CVS
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLNG icon
26
Golar LNG
GLNG
$5.17B
$519K 0.51%
13,662
+8,000
+141% +$314K
VOD icon
27
Vodafone
VOD
$36.7B
$456K 0.45%
48,685
+3
+0% +$26
GS icon
28
Goldman Sachs
GS
$301B
$437K 0.43%
800
-179
-18% -$108K
RYN icon
29
Rayonier
RYN
$6.45B
$431K 0.42%
16,201
+5,713
+54% +$145K
UPS icon
30
United Parcel Service
UPS
$88.8B
$398K 0.39%
3,621
+1,600
+79% +$191K
QQQ icon
31
Invesco QQQ Trust
QQQ
$478B
$378K 0.37%
806
+260
+48% +$132K
NRK icon
32
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
$356K 0.35%
34,594
– –
UBS icon
33
UBS Group
UBS
$176B
$337K 0.33%
11,000
– –
EIM
34
Eaton Vance Municipal Bond Fund
EIM
$497M
$295K 0.29%
29,600
– –
PGX icon
35
Invesco Preferred ETF
PGX
$3.76B
$257K 0.25%
22,905
– –
AJG icon
36
Arthur J. Gallagher & Co
AJG
$65B
$250K 0.24%
725
– –
IWM icon
37
iShares Russell 2000 ETF
IWM
$81.8B
$240K 0.23%
1,204
+100
+9% +$21.7K
RIVN icon
38
Rivian
RIVN
$23.7B
$212K 0.21%
17,000
-85,500
-83% -$1.08M
MSFT icon
39
Microsoft
MSFT
$3.74T
$206K 0.2%
548
-40
-7% -$16.3K
MDY icon
40
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$160K 0.16%
300
– –
AAPL icon
41
Apple
AAPL
$4.45T
$147K 0.14%
661
-55
-8% -$12.7K
NVG icon
42
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$142K 0.14%
11,503
– –
NZF icon
43
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$138K 0.14%
11,319
– –
LOW icon
44
Lowe's Companies
LOW
$124B
$129K 0.13%
555
-2
-0.4% -$492
BN icon
45
Brookfield
BN
$110B
$125K 0.12%
3,585
– –
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$112K 0.11%
201
+24
+14% +$14.1K
BA icon
47
Boeing
BA
$184B
$111K 0.11%
652
– –
VZ icon
48
Verizon
VZ
$196B
$102K 0.1%
2,241
-221
-9% -$9.2K
AES icon
49
AES
AES
$10.5B
$99.4K 0.1%
8,000
– –
HD icon
50
Home Depot
HD
$353B
$97.1K 0.09%
265
+100
+61% +$39K
1
2
3 4 5

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Mountain Hill Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Hill Investment Partners held 194 positions worth $102M, up 4.3% from $98.2M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Mountain Hill Investment Partners deployed $10.4M of net new capital in Q1 2025, opening 11 new positions and adding to 52 existing holdings. Its largest new stake was Arista Networks: 84,200 shares worth $6.52M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was General Motors, an estimated $5.31M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2025 buy was Arista Networks: 84,200 shares worth $6.52M.
  • Mountain Hill Investment Partners added most to Uber in Q1 2025, an estimated $6.02M increase.
  • Mountain Hill Investment Partners's biggest Q1 2025 reduction was General Motors, cutting an estimated $5.31M.
  • Mountain Hill Investment Partners fully exited Phillips 66 in Q1 2025, selling an estimated $4.93M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $102M portfolio in Q1 2025.
  • Mountain Hill Investment Partners opened 11 new positions and closed 17 in Q1 2025.
  • Mountain Hill Investment Partners's portfolio value rose 4.3% quarter-over-quarter to $102M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.