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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGM icon
51
Invesco Trust Investment Grade Municipals
VGM
$565M
$70.8K 0.06%
7,000
– –
PFE icon
52
Pfizer
PFE
$152B
$70.4K 0.06%
2,765
+628
+29% +$15.5K
PYPL icon
53
PayPal
PYPL
$50.5B
$67.6K 0.06%
1,008
– –
BXMT icon
54
Blackstone Mortgage Trust
BXMT
$2.47B
$63.3K 0.06%
3,439
+79
+2% +$1.52K
HD icon
55
Home Depot
HD
$353B
$58.8K 0.05%
145
-20
-12% -$7.86K
AAL icon
56
American Airlines Group
AAL
$10.1B
$56.8K 0.05%
5,050
– –
DPZ icon
57
Domino's
DPZ
$11.8B
$56.1K 0.05%
130
– –
KKR icon
58
KKR & Co
KKR
$99.6B
$55.9K 0.05%
430
– –
MUJ icon
59
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$653M
$51K 0.04%
4,400
– –
DIN icon
60
Dine Brands
DIN
$454M
$49.4K 0.04%
2,000
– –
MRK icon
61
Merck
MRK
$322B
$46.7K 0.04%
557
+10
+2% +$824
AMAT icon
62
Applied Materials
AMAT
$417B
$46.1K 0.04%
+225
New +$40.8K
FINS
63
Angel Oak Financial Strategies Income Term Trust
FINS
$423M
$43.7K 0.04%
3,333
– –
ETR icon
64
Entergy
ETR
$49.7B
$42.9K 0.04%
+460
New +$40.5K
SBUX icon
65
Starbucks
SBUX
$122B
$42.3K 0.04%
+500
New +$44.8K
DG icon
66
Dollar General
DG
$26.5B
$41.3K 0.04%
400
– –
V icon
67
Visa
V
$677B
$41K 0.04%
120
– –
WDC icon
68
Western Digital
WDC
$151B
$40.9K 0.04%
341
-83,500
-100% -$6.82M
ITIC
69
Investors Title Co
ITIC
$535M
$40.2K 0.04%
150
– –
KRE icon
70
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
$38.9K 0.03%
+615
New +$38.8K
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.11T
$38.7K 0.03%
77
– –
BHC icon
72
Bausch Health
BHC
$2.33B
$38.7K 0.03%
6,000
-1,000
-14% -$6.84K
CVCO icon
73
Cavco Industries
CVCO
$4.57B
$37.7K 0.03%
65
– –
EOG icon
74
EOG Resources
EOG
$75.2B
$37K 0.03%
+330
New +$39.4K
BAM icon
75
Brookfield Asset Management
BAM
$88.4B
$34K 0.03%
597
– –
1 2
3
4 5

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.