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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
+0.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$25.5M
Cap. Flow
+$24.8M
Cap. Flow %
17.75%
Top 10 Hldgs %
64.72%
Holding
233
New
13
Increased
49
Reduced
24
Closed
15

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$8.84M
2
VST icon
Vistra
VST
+$8.09M
3
GIS icon
General Mills
GIS
+$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.42M
2
VTRS icon
Viatris
VTRS
+$1.79M
3
GEO icon
The GEO Group
GEO
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

Rank Sector Weight
1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXMT icon
51
Blackstone Mortgage Trust
BXMT
$2.47B
$67.5K 0.05%
3,527
+88
+3% +$1.67K
DIN icon
52
Dine Brands
DIN
$454M
$64.3K 0.05%
2,000
– –
PYPL icon
53
PayPal
PYPL
$50.5B
$58.8K 0.04%
1,008
– –
MRK icon
54
Merck
MRK
$322B
$58.6K 0.04%
557
– –
AMAT icon
55
Applied Materials
AMAT
$417B
$57.8K 0.04%
225
– –
KKR icon
56
KKR & Co
KKR
$99.6B
$54.8K 0.04%
430
– –
DPZ icon
57
Domino's
DPZ
$11.8B
$54.2K 0.04%
130
– –
DG icon
58
Dollar General
DG
$26.5B
$53.1K 0.04%
400
– –
VZ icon
59
Verizon
VZ
$196B
$52.7K 0.04%
1,293
-2,050
-61% -$83.2K
MUJ icon
60
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$653M
$52.4K 0.04%
4,400
– –
HD icon
61
Home Depot
HD
$353B
$49.9K 0.04%
145
– –
AAL icon
62
American Airlines Group
AAL
$10.1B
$46K 0.03%
3,000
-2,050
-41% -$27.7K
VALE icon
63
Vale
VALE
$60.9B
$45.6K 0.03%
3,500
-7,500
-68% -$91.1K
FINS
64
Angel Oak Financial Strategies Income Term Trust
FINS
$423M
$44K 0.03%
3,333
– –
ETR icon
65
Entergy
ETR
$49.7B
$42.5K 0.03%
460
– –
V icon
66
Visa
V
$677B
$42.1K 0.03%
120
– –
BHC icon
67
Bausch Health
BHC
$2.33B
$41.7K 0.03%
6,000
– –
XLF icon
68
State Street Financial Select Sector SPDR ETF
XLF
$59B
$41.1K 0.03%
750
-101,800
-99% -$5.42M
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.11T
$38.7K 0.03%
77
– –
CVCO icon
70
Cavco Industries
CVCO
$4.57B
$38.4K 0.03%
65
– –
ITIC
71
Investors Title Co
ITIC
$535M
$37.4K 0.03%
150
– –
CALY
72
Callaway Golf Company
CALY
$3.01B
$35K 0.03%
3,000
– –
FISV
73
Fiserv Inc
FISV
$28B
$33.6K 0.02%
+500
New +$41.9K
VTI icon
74
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$33.5K 0.02%
100
– –
BAC icon
75
Bank of America
BAC
$448B
$33K 0.02%
600
– –
1 2
3
4 5

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Mountain Hill Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Hill Investment Partners held 233 positions worth $140M, up 22% from $114M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Mountain Hill Investment Partners deployed $24.8M of net new capital in Q4 2025, opening 13 new positions and adding to 49 existing holdings. Its largest new stake was Everpure Inc: 105,800 shares worth $7.09M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.42M trimmed.

  • Mountain Hill Investment Partners's largest Q4 2025 buy was Everpure Inc: 105,800 shares worth $7.09M.
  • Mountain Hill Investment Partners added most to SLB Ltd in Q4 2025, an estimated $3.65M increase.
  • Mountain Hill Investment Partners's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.42M.
  • Mountain Hill Investment Partners fully exited The GEO Group in Q4 2025, selling an estimated $1.45M.
  • Mountain Hill Investment Partners's ten largest holdings make up 65% of its $140M portfolio in Q4 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 15 in Q4 2025.
  • Mountain Hill Investment Partners's portfolio value rose 22% quarter-over-quarter to $140M.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.