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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
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Utilities 10.57%
3 Consumer Discretionary 7.06%
4 Industrials 5.69%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAG icon
51
Conagra Brands
CAG
$7.07B
$81.6K 0.05%
6,061
+1,451
+31% +$20.3K
VGM icon
52
Invesco Trust Investment Grade Municipals
VGM
$549M
$74.2K 0.04%
7,000
– –
AES icon
53
AES
AES
$10.6B
$73.3K 0.04%
5,000
– –
IEP icon
54
Icahn Enterprises
IEP
$5.17B
$72.1K 0.04%
+10,000
New +$76.9K
DIN icon
55
Dine Brands
DIN
$432M
$71.8K 0.04%
2,000
– –
JOBY icon
56
Joby Aviation
JOBY
$6.82B
$66.9K 0.04%
+7,500
New +$72.5K
GEV icon
57
GE Vernova
GEV
$270B
$64.6K 0.04%
+55
New +$56.1K
BXMT icon
58
Blackstone Mortgage Trust
BXMT
$2.82B
$62.7K 0.04%
3,699
+85
+2% +$1.59K
HD icon
59
Home Depot
HD
$332B
$61.7K 0.04%
175
+30
+21% +$9.76K
PPL
60
PPL Corp
PPL
$27.3B
$54.5K 0.03%
+1,500
New +$55.4K
MUJ icon
61
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$640M
$54.2K 0.03%
4,400
– –
OMC icon
62
Omnicom Group
OMC
$22.7B
$53.2K 0.03%
730
– –
ETR icon
63
Entergy
ETR
$54.1B
$52.8K 0.03%
460
– –
PAYX icon
64
Paychex
PAYX
$40.4B
$52.1K 0.03%
530
– –
WH icon
65
Wyndham Hotels & Resorts
WH
$5.46B
$50.5K 0.03%
600
– –
NFLX icon
66
Netflix
NFLX
$292B
$50K 0.03%
700
+200
+40% +$17.6K
KKR icon
67
KKR & Co
KKR
$89.2B
$49.6K 0.03%
540
– –
DPZ icon
68
Domino's
DPZ
$11B
$47.4K 0.03%
160
+30
+23% +$9.87K
DG icon
69
Dollar General
DG
$25.9B
$46K 0.03%
400
– –
FINS
70
Angel Oak Financial Strategies Income Term Trust
FINS
$418M
$42.7K 0.02%
3,333
– –
V icon
71
Visa
V
$677B
$41.2K 0.02%
120
– –
ITIC
72
Investors Title Co
ITIC
$533M
$41.1K 0.02%
150
– –
XLF icon
73
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$40.2K 0.02%
750
– –
DHR icon
74
Danaher
DHR
$135B
$38.1K 0.02%
+200
New +$36.3K
VZ icon
75
Verizon
VZ
$194B
$36K 0.02%
851
+1
+0.1% +$47
1 2
3
4 5

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Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Utilities and Consumer Discretionary.

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.