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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOD icon
26
Vodafone
VOD
$36.7B
$447K 0.39%
38,513
+2
+0% +$23
QQQ icon
27
Invesco QQQ Trust
QQQ
$478B
$379K 0.33%
631
– –
NRK icon
28
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
$353K 0.31%
34,594
– –
XBP icon
29
XBP Global Holdings
XBP
$34.4M
$318K 0.28%
39,429
– –
AMD icon
30
Advanced Micro Devices
AMD
$774B
$312K 0.27%
1,930
-42,500
-96% -$6.86M
MSFT icon
31
Microsoft
MSFT
$3.74T
$306K 0.27%
590
+45
+8% +$23K
EIM
32
Eaton Vance Municipal Bond Fund
EIM
$497M
$294K 0.26%
29,600
– –
AAPL icon
33
Apple
AAPL
$4.45T
$273K 0.24%
1,073
+432
+67% +$97.6K
IWM icon
34
iShares Russell 2000 ETF
IWM
$81.8B
$267K 0.23%
1,104
-100
-8% -$22.9K
PGX icon
35
Invesco Preferred ETF
PGX
$3.76B
$266K 0.23%
22,905
– –
AJG icon
36
Arthur J. Gallagher & Co
AJG
$65B
$217K 0.19%
700
– –
MDY icon
37
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$179K 0.16%
300
– –
BN icon
38
Brookfield
BN
$110B
$164K 0.14%
3,585
– –
VZ icon
39
Verizon
VZ
$196B
$147K 0.13%
3,343
+551
+20% +$23.9K
BA icon
40
Boeing
BA
$184B
$146K 0.13%
677
+25
+4% +$5.64K
NZF icon
41
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$142K 0.12%
11,319
– –
NVG icon
42
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$141K 0.12%
11,503
– –
LOW icon
43
Lowe's Companies
LOW
$124B
$139K 0.12%
555
– –
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$133K 0.12%
199
-66
-25% -$42.3K
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.2T
$122K 0.11%
500
-100
-17% -$20.9K
VALE icon
46
Vale
VALE
$60.9B
$119K 0.1%
11,000
+2,000
+22% +$20.4K
DIS icon
47
Walt Disney
DIS
$179B
$119K 0.1%
1,036
+101
+11% +$11.9K
AES icon
48
AES
AES
$10.5B
$105K 0.09%
8,000
– –
META icon
49
Meta Platforms (Facebook)
META
$1.53T
$80.8K 0.07%
+110
New +$81.9K
NKE icon
50
Nike
NKE
$61.3B
$76.7K 0.07%
1,100
– –
1
2
3 4 5

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.