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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
-4.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
+$10.4M
Cap. Flow %
10.13%
Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
52
Reduced
23
Closed
17

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$8.54M
2
UBER icon
Uber
UBER
+$6.02M
3
NVDA icon
NVIDIA
NVDA
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

Rank Stock Value
1
GM icon
General Motors
GM
+$5.31M
2
PSX icon
Phillips 66
PSX
+$4.93M
3
CVS icon
CVS Health
CVS
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$4.2T
$92.8K 0.09%
600
+200
+50% +$36.3K
VALE icon
52
Vale
VALE
$60.9B
$89.8K 0.09%
9,000
– –
ORCL icon
53
Oracle
ORCL
$419B
$83.9K 0.08%
+600
New +$97.7K
SBLK icon
54
Star Bulk Carriers
SBLK
$3.09B
$77.8K 0.08%
5,000
+2,000
+67% +$31.2K
VGM icon
55
Invesco Trust Investment Grade Municipals
VGM
$565M
$69.7K 0.07%
7,000
– –
PYPL icon
56
PayPal
PYPL
$50.5B
$65.8K 0.06%
1,008
+100
+11% +$7.79K
BXMT icon
57
Blackstone Mortgage Trust
BXMT
$2.47B
$65.5K 0.06%
3,274
+84
+3% +$1.62K
ETV
58
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.77B
$60.3K 0.06%
4,565
– –
DPZ icon
59
Domino's
DPZ
$11.8B
$59.7K 0.06%
130
– –
PFE icon
60
Pfizer
PFE
$152B
$54.1K 0.05%
2,135
+2
+0.1% +$52
AAL icon
61
American Airlines Group
AAL
$10.1B
$53.3K 0.05%
5,050
– –
MUJ icon
62
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$653M
$49.5K 0.05%
4,400
– –
ITIC
63
Investors Title Co
ITIC
$535M
$48.2K 0.05%
200
– –
BHC icon
64
Bausch Health
BHC
$2.33B
$45.3K 0.04%
7,000
– –
DG icon
65
Dollar General
DG
$26.5B
$44K 0.04%
500
+200
+67% +$15.1K
HON icon
66
Honeywell
HON
$72.9B
$42.4K 0.04%
212
– –
V icon
67
Visa
V
$677B
$42.1K 0.04%
120
-30
-20% -$10.2K
BRK.B icon
68
Berkshire Hathaway Class B
BRK.B
$1.11T
$41K 0.04%
77
-15
-16% -$7.29K
UNG icon
69
United States Natural Gas Fund
UNG
$494M
$40.5K 0.04%
1,875
– –
AB icon
70
AllianceBernstein
AB
$3.45B
$38.3K 0.04%
+1,000
New +$37.6K
KKR icon
71
KKR & Co
KKR
$99.6B
$38.2K 0.04%
+330
New +$45.4K
PARA
72
DELISTED
Paramount Global Class B
PARA
$35.9K 0.04%
3,000
– –
DIN icon
73
Dine Brands
DIN
$454M
$34.9K 0.03%
1,500
+500
+50% +$13.5K
NYT icon
74
New York Times
NYT
$10.3B
$34.7K 0.03%
700
– –
FINS
75
Angel Oak Financial Strategies Income Term Trust
FINS
$423M
$33.7K 0.03%
2,500
– –
1 2
3
4 5

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ACM
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LWM
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Mountain Hill Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Hill Investment Partners held 194 positions worth $102M, up 4.3% from $98.2M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Mountain Hill Investment Partners deployed $10.4M of net new capital in Q1 2025, opening 11 new positions and adding to 52 existing holdings. Its largest new stake was Arista Networks: 84,200 shares worth $6.52M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was General Motors, an estimated $5.31M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2025 buy was Arista Networks: 84,200 shares worth $6.52M.
  • Mountain Hill Investment Partners added most to Uber in Q1 2025, an estimated $6.02M increase.
  • Mountain Hill Investment Partners's biggest Q1 2025 reduction was General Motors, cutting an estimated $5.31M.
  • Mountain Hill Investment Partners fully exited Phillips 66 in Q1 2025, selling an estimated $4.93M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $102M portfolio in Q1 2025.
  • Mountain Hill Investment Partners opened 11 new positions and closed 17 in Q1 2025.
  • Mountain Hill Investment Partners's portfolio value rose 4.3% quarter-over-quarter to $102M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.