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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
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXMT icon
51
Blackstone Mortgage Trust
BXMT
$2.47B
$69.2K 0.04%
3,614
+87
+2% +$1.68K
VGM icon
52
Invesco Trust Investment Grade Municipals
VGM
$565M
$69.1K 0.04%
7,000
– –
JBLU icon
53
JetBlue
JBLU
$2.19B
$61.9K 0.04%
+14,000
New +$71K
NKE icon
54
Nike
NKE
$61.3B
$58.1K 0.03%
1,100
– –
PEG icon
55
Public Service Enterprise Group
PEG
$37.5B
$56.7K 0.03%
+700
New +$57.4K
OMC icon
56
Omnicom Group
OMC
$23.6B
$55K 0.03%
+730
New +$56.6K
DIN icon
57
Dine Brands
DIN
$454M
$52.5K 0.03%
2,000
– –
ETR icon
58
Entergy
ETR
$49.7B
$51.7K 0.03%
460
– –
MUJ icon
59
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$653M
$50.9K 0.03%
4,400
– –
KKR icon
60
KKR & Co
KKR
$99.6B
$50K 0.03%
540
+110
+26% +$11.6K
PAYX icon
61
Paychex
PAYX
$43.1B
$48.8K 0.03%
+530
New +$52.4K
WH icon
62
Wyndham Hotels & Resorts
WH
$5.38B
$48.7K 0.03%
+600
New +$47K
NFLX icon
63
Netflix
NFLX
$311B
$48.1K 0.03%
+500
New +$44.1K
HD icon
64
Home Depot
HD
$353B
$47.7K 0.03%
145
– –
DG icon
65
Dollar General
DG
$26.5B
$47.5K 0.03%
400
– –
DPZ icon
66
Domino's
DPZ
$11.8B
$46.6K 0.03%
130
– –
PYPL icon
67
PayPal
PYPL
$50.5B
$45.6K 0.03%
1,008
– –
VZ icon
68
Verizon
VZ
$196B
$42.7K 0.03%
850
-443
-34% -$20.5K
FINS
69
Angel Oak Financial Strategies Income Term Trust
FINS
$423M
$42.5K 0.03%
3,333
– –
CSCO icon
70
Cisco
CSCO
$475B
$38.9K 0.02%
501
+180
+56% +$14.1K
LLY icon
71
Eli Lilly
LLY
$1.08T
$38.6K 0.02%
+42
New +$42.6K
XLF icon
72
State Street Financial Select Sector SPDR ETF
XLF
$59B
$37K 0.02%
750
– –
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.11T
$36.9K 0.02%
77
– –
V icon
74
Visa
V
$677B
$36.3K 0.02%
120
– –
HON icon
75
Honeywell
HON
$72.9B
$32.8K 0.02%
145
– –
1 2
3
4 5

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Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.