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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
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Miscellaneous 38.79%
2 Technology 24.55%
3 Utilities 10.57%
4 Consumer Discretionary 7.06%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AB icon
76
AllianceBernstein
AB
$3.39B
$35.2K 0.02%
+1,000
New +$37.8K
VXUS icon
77
Vanguard Total International Stock ETF
VXUS
$165B
$35K 0.02%
409
+36
+10% +$3.02K
LLY icon
78
Eli Lilly
LLY
$1.01T
$31.2K 0.02%
26
-16
-38% -$16.3K
CVCO icon
79
Cavco Industries
CVCO
$4.14B
$30.7K 0.02%
50
– –
SCHD icon
80
Schwab US Dividend Equity ETF
SCHD
$110B
$30K 0.02%
948
+44
+5% +$1.4K
GRNY
81
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.5B
$29K 0.02%
1,050
– –
BAM icon
82
Brookfield Asset Management
BAM
$76.3B
$26.8K 0.02%
597
– –
BRK.B icon
83
Berkshire Hathaway Class B
BRK.B
$1.08T
$26.8K 0.02%
54
-23
-30% -$11.1K
PAR icon
84
PAR Technology
PAR
$738M
$26.1K 0.01%
1,500
+300
+25% +$4.33K
BX icon
85
Blackstone
BX
$97.5B
$25.9K 0.01%
220
– –
ET icon
86
Energy Transfer Partners
ET
$74.3B
$25.2K 0.01%
1,316
+2
+0.2% +$39
FISV
87
Fiserv Inc
FISV
$26.3B
$24.5K 0.01%
500
– –
NYT icon
88
New York Times
NYT
$10.8B
$24.5K 0.01%
350
– –
AMH icon
89
American Homes 4 Rent
AMH
$11.5B
$23.5K 0.01%
700
– –
FMC icon
90
FMC
FMC
$1.58B
$23K 0.01%
+2,000
New +$27.9K
NMRK icon
91
Newmark Group
NMRK
$2.65B
$22.7K 0.01%
+1,500
New +$22.9K
META icon
92
Meta Platforms (Facebook)
META
$1.67T
$22.5K 0.01%
+40
New +$24.5K
CVX icon
93
Chevron
CVX
$417B
$21K 0.01%
127
+101
+388% +$18.8K
NMIH icon
94
NMI Holdings
NMIH
$3.36B
$20.5K 0.01%
500
– –
CALY
95
Callaway Golf Company
CALY
$2.8B
$18.8K 0.01%
1,000
– –
JAKK icon
96
Jakks Pacific
JAKK
$276M
$18.6K 0.01%
800
– –
CPRI icon
97
Capri Holdings
CPRI
$1.48B
$18.6K 0.01%
1,000
– –
HON icon
98
Honeywell
HON
$65.2B
$16.1K 0.01%
72
-73
-50% -$16.3K
HONA
99
Honeywell Aerospace
HONA
$48.2B
$15.9K 0.01%
+72
New +$15.9K
FENY icon
100
Fidelity MSCI Energy Index ETF
FENY
$2.18B
$15K 0.01%
506
+3
+0.6% +$96
2 3
4
5 6

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Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

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

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.