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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
+0.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$25.5M
Cap. Flow
+$24.8M
Cap. Flow %
17.75%
Top 10 Hldgs %
64.72%
Holding
233
New
13
Increased
49
Reduced
24
Closed
15

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$8.84M
2
VST icon
Vistra
VST
+$8.09M
3
GIS icon
General Mills
GIS
+$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.42M
2
VTRS icon
Viatris
VTRS
+$1.79M
3
GEO icon
The GEO Group
GEO
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

Rank Sector Weight
1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
26
Invesco QQQ Trust
QQQ
$477B
$388K 0.28%
631
– –
AMD icon
27
Advanced Micro Devices
AMD
$775B
$387K 0.28%
1,805
-125
-6% -$28.1K
UBS icon
28
UBS Group
UBS
$176B
$370K 0.27%
8,000
-3,000
-27% -$121K
AAPL icon
29
Apple
AAPL
$4.44T
$292K 0.21%
1,073
– –
DIS icon
30
Walt Disney
DIS
$179B
$288K 0.21%
2,536
+1,500
+145% +$165K
MSFT icon
31
Microsoft
MSFT
$3.73T
$285K 0.2%
590
– –
IWM icon
32
iShares Russell 2000 ETF
IWM
$81.8B
$259K 0.19%
1,054
-50
-5% -$12.3K
PGX icon
33
Invesco Preferred ETF
PGX
$3.76B
$257K 0.18%
22,905
– –
ORCL icon
34
Oracle
ORCL
$417B
$218K 0.16%
1,120
+1,020
+1,020% +$243K
AJG icon
35
Arthur J. Gallagher & Co
AJG
$65.2B
$181K 0.13%
700
– –
MDY icon
36
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$181K 0.13%
300
– –
VTRS icon
37
Viatris
VTRS
$18.7B
$178K 0.13%
14,263
-166,168
-92% -$1.79M
NRK icon
38
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$921M
$167K 0.12%
16,594
-18,000
-52% -$182K
BN icon
39
Brookfield
BN
$110B
$165K 0.12%
3,585
– –
BA icon
40
Boeing
BA
$185B
$147K 0.11%
677
– –
NZF icon
41
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$142K 0.1%
11,319
– –
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.2T
$141K 0.1%
450
-50
-10% -$14.3K
LOW icon
43
Lowe's Companies
LOW
$124B
$134K 0.1%
555
– –
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$129K 0.09%
190
-9
-5% -$6.08K
EIM
45
Eaton Vance Municipal Bond Fund
EIM
$498M
$126K 0.09%
13,000
-16,600
-56% -$164K
CLX icon
46
Clorox
CLX
$13.1B
$121K 0.09%
+1,200
New +$130K
AES icon
47
AES
AES
$10.5B
$115K 0.08%
8,000
– –
META icon
48
Meta Platforms (Facebook)
META
$1.53T
$72.6K 0.05%
110
– –
VGM icon
49
Invesco Trust Investment Grade Municipals
VGM
$565M
$72.6K 0.05%
7,000
– –
NKE icon
50
Nike
NKE
$61.3B
$70.1K 0.05%
1,100
– –
1
2
3 4 5

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Mountain Hill Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Hill Investment Partners held 233 positions worth $140M, up 22% from $114M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Mountain Hill Investment Partners deployed $24.8M of net new capital in Q4 2025, opening 13 new positions and adding to 49 existing holdings. Its largest new stake was Everpure Inc: 105,800 shares worth $7.09M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.42M trimmed.

  • Mountain Hill Investment Partners's largest Q4 2025 buy was Everpure Inc: 105,800 shares worth $7.09M.
  • Mountain Hill Investment Partners added most to SLB Ltd in Q4 2025, an estimated $3.65M increase.
  • Mountain Hill Investment Partners's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.42M.
  • Mountain Hill Investment Partners fully exited The GEO Group in Q4 2025, selling an estimated $1.45M.
  • Mountain Hill Investment Partners's ten largest holdings make up 65% of its $140M portfolio in Q4 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 15 in Q4 2025.
  • Mountain Hill Investment Partners's portfolio value rose 22% quarter-over-quarter to $140M.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.