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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
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
+$3.47M
Cap. Flow %
2.91%
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$4.83M
2
BGC icon
BGC Group
BGC
+$1.17M
3
NMRK icon
Newmark Group
NMRK
+$944K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$716K

Top Sells

Rank Stock Value
1
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.73M
2
UBER icon
Uber
UBER
+$930K
3
NVDA icon
NVIDIA
NVDA
+$560K
4
DIS icon
Walt Disney
DIS
+$514K
5
RIVN icon
Rivian
RIVN
+$217K

Sector Composition

Rank Sector Weight
1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
26
Goldman Sachs
GS
$301B
$566K 0.48%
800
– –
GLNG icon
27
Golar LNG
GLNG
$5.17B
$563K 0.47%
13,662
– –
ABBV icon
28
AbbVie
ABBV
$442B
$493K 0.41%
2,655
– –
FANG icon
29
Diamondback Energy
FANG
$56.5B
$481K 0.4%
3,500
– –
RYN icon
30
Rayonier
RYN
$6.45B
$453K 0.38%
21,438
+5,237
+32% +$120K
VOD icon
31
Vodafone
VOD
$36.7B
$411K 0.34%
38,511
-10,174
-21% -$98.5K
UBS icon
32
UBS Group
UBS
$176B
$372K 0.31%
11,000
– –
XBP icon
33
XBP Global Holdings
XBP
$34.4M
$367K 0.31%
39,429
-10,589
-21% -$114K
QQQ icon
34
Invesco QQQ Trust
QQQ
$478B
$348K 0.29%
631
-175
-22% -$87K
NRK icon
35
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
$343K 0.29%
34,594
– –
EIM
36
Eaton Vance Municipal Bond Fund
EIM
$497M
$286K 0.24%
29,600
– –
MSFT icon
37
Microsoft
MSFT
$3.74T
$271K 0.23%
545
-3
-0.5% -$1.3K
IWM icon
38
iShares Russell 2000 ETF
IWM
$81.8B
$260K 0.22%
1,204
– –
PGX icon
39
Invesco Preferred ETF
PGX
$3.76B
$255K 0.21%
22,905
– –
AJG icon
40
Arthur J. Gallagher & Co
AJG
$65B
$224K 0.19%
700
-25
-3% -$8.24K
MDY icon
41
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$170K 0.14%
300
– –
SPY icon
42
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$164K 0.14%
265
+64
+32% +$36.6K
BN icon
43
Brookfield
BN
$110B
$148K 0.12%
3,585
– –
NVG icon
44
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$137K 0.12%
11,503
– –
BA icon
45
Boeing
BA
$184B
$137K 0.11%
652
– –
NZF icon
46
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$135K 0.11%
11,319
– –
AAPL icon
47
Apple
AAPL
$4.45T
$131K 0.11%
641
-20
-3% -$4.04K
ORCL icon
48
Oracle
ORCL
$419B
$131K 0.11%
600
– –
LOW icon
49
Lowe's Companies
LOW
$124B
$123K 0.1%
555
– –
VZ icon
50
Verizon
VZ
$196B
$121K 0.1%
2,792
+551
+25% +$23.9K
1
2
3 4 5

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Mountain Hill Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
  • Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
  • Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
  • Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
  • Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
  • Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.