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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
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
+$3.47M
Cap. Flow %
2.91%
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$4.83M
2
BGC icon
BGC Group
BGC
+$1.17M
3
NMRK icon
Newmark Group
NMRK
+$944K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$716K

Top Sells

Rank Stock Value
1
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.73M
2
UBER icon
Uber
UBER
+$930K
3
NVDA icon
NVIDIA
NVDA
+$560K
4
DIS icon
Walt Disney
DIS
+$514K
5
RIVN icon
Rivian
RIVN
+$217K

Sector Composition

Rank Sector Weight
1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
51
Walt Disney
DIS
$178B
$116K 0.1%
935
-4,950
-84% -$514K
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$4.22T
$106K 0.09%
600
– –
VALE icon
53
Vale
VALE
$61.2B
$87.4K 0.07%
9,000
– –
AES icon
54
AES
AES
$10.5B
$84.2K 0.07%
8,000
– –
NKE icon
55
Nike
NKE
$60.9B
$78.1K 0.07%
1,100
+1,093
+15,614% +$65.6K
PYPL icon
56
PayPal
PYPL
$50.4B
$74.9K 0.06%
1,008
– –
VGM icon
57
Invesco Trust Investment Grade Municipals
VGM
$564M
$66.4K 0.06%
7,000
– –
BXMT icon
58
Blackstone Mortgage Trust
BXMT
$2.47B
$64.7K 0.05%
3,360
+86
+3% +$1.63K
HD icon
59
Home Depot
HD
$354B
$60.5K 0.05%
165
-100
-38% -$36.2K
DPZ icon
60
Domino's
DPZ
$11.9B
$58.6K 0.05%
130
– –
KKR icon
61
KKR & Co
KKR
$99.4B
$57.2K 0.05%
430
+100
+30% +$11.7K
AAL icon
62
American Airlines Group
AAL
$10.2B
$56.7K 0.05%
5,050
– –
PFE icon
63
Pfizer
PFE
$152B
$51.8K 0.04%
2,137
+2
+0.1% +$47
DIN icon
64
Dine Brands
DIN
$454M
$48.7K 0.04%
2,000
+500
+33% +$11.5K
MUJ icon
65
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$652M
$48.2K 0.04%
4,400
– –
BHC icon
66
Bausch Health
BHC
$2.32B
$46.6K 0.04%
7,000
– –
DG icon
67
Dollar General
DG
$26.5B
$45.8K 0.04%
400
-100
-20% -$9.93K
MRK icon
68
Merck
MRK
$323B
$43.3K 0.04%
+547
New +$43.5K
FINS
69
Angel Oak Financial Strategies Income Term Trust
FINS
$422M
$43.3K 0.04%
3,333
+833
+33% +$10.9K
V icon
70
Visa
V
$677B
$42.6K 0.04%
120
– –
HON icon
71
Honeywell
HON
$73.5B
$39.6K 0.03%
180
-32
-15% -$6.48K
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.11T
$37.4K 0.03%
77
– –
LDOS icon
73
Leidos
LDOS
$17.7B
$34.1K 0.03%
216
+86
+66% +$12.7K
BAM icon
74
Brookfield Asset Management
BAM
$87.6B
$33K 0.03%
597
– –
ITIC
75
Investors Title Co
ITIC
$545M
$31.7K 0.03%
150
-50
-25% -$11.2K
1 2
3
4 5

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Mountain Hill Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
  • Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
  • Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
  • Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
  • Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
  • Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.