We are live on ! Find out more
MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $177M
1-Year Est. Return 2.52%
This Fund
S&P 500
This Quarter Est. Return
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$442B
$577K 0.34%
2,655
-125
-4% -$27.7K
AMD icon
27
Advanced Micro Devices
AMD
$774B
$418K 0.25%
2,055
+250
+14% +$53.4K
QQQ icon
28
Invesco QQQ Trust
QQQ
$478B
$364K 0.22%
631
– –
ORCL icon
29
Oracle
ORCL
$419B
$347K 0.21%
2,360
+1,240
+111% +$202K
DIS icon
30
Walt Disney
DIS
$179B
$322K 0.19%
3,346
+810
+32% +$85.6K
PGX icon
31
Invesco Preferred ETF
PGX
$3.76B
$249K 0.15%
22,905
– –
IWM icon
32
iShares Russell 2000 ETF
IWM
$81.8B
$249K 0.15%
1,004
-50
-5% -$12.9K
VTRS icon
33
Viatris
VTRS
$18.7B
$193K 0.11%
14,263
– –
MDY icon
34
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$185K 0.11%
300
– –
NRK icon
35
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
$169K 0.1%
16,594
– –
VOD icon
36
Vodafone
VOD
$36.7B
$152K 0.09%
10,145
-28,368
-74% -$415K
AJG icon
37
Arthur J. Gallagher & Co
AJG
$65B
$152K 0.09%
700
– –
BN icon
38
Brookfield
BN
$110B
$145K 0.09%
3,585
– –
NZF icon
39
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$138K 0.08%
11,319
– –
LOW icon
40
Lowe's Companies
LOW
$124B
$131K 0.08%
555
– –
BA icon
41
Boeing
BA
$184B
$130K 0.08%
652
-25
-4% -$5.69K
AAPL icon
42
Apple
AAPL
$4.45T
$129K 0.08%
508
-565
-53% -$147K
EIM
43
Eaton Vance Municipal Bond Fund
EIM
$497M
$127K 0.08%
13,000
– –
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$123K 0.07%
190
– –
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.2T
$115K 0.07%
400
-50
-11% -$15.7K
IGV icon
46
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$88.9K 0.05%
+1,110
New +$98.3K
ECL icon
47
Ecolab
ECL
$79.8B
$79.8K 0.05%
+300
New +$84.7K
UBS icon
48
UBS Group
UBS
$176B
$78.1K 0.05%
2,000
-6,000
-75% -$257K
CAG icon
49
Conagra Brands
CAG
$7.14B
$72.5K 0.04%
4,610
+4,600
+46,000% +$81.2K
AES icon
50
AES
AES
$10.5B
$70.5K 0.04%
5,000
-3,000
-38% -$44.7K
1
2
3 4 5

Similar funds

XWL
XXI Wealth LLC Chicago, Illinois $177M AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
CTC
Cetera Trust Company St. Paul, Minnesota $177M AUM 28.75% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
DAM
Draper Asset Management Smithtown, New York $176M AUM 37.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM

Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.