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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
-4.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
+$10.4M
Cap. Flow %
10.13%
Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
52
Reduced
23
Closed
17

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$8.54M
2
UBER icon
Uber
UBER
+$6.02M
3
NVDA icon
NVIDIA
NVDA
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

Rank Stock Value
1
GM icon
General Motors
GM
+$5.31M
2
PSX icon
Phillips 66
PSX
+$4.93M
3
CVS icon
CVS Health
CVS
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DECK icon
76
Deckers Outdoor
DECK
$12.7B
$33.5K 0.03%
+300
New +$48.5K
JNJ icon
77
Johnson & Johnson
JNJ
$621B
$33.2K 0.03%
200
– –
ACN icon
78
Accenture
ACN
$107B
$31.2K 0.03%
100
– –
BAM icon
79
Brookfield Asset Management
BAM
$87.2B
$28.9K 0.03%
597
– –
KHC icon
80
Kraft Heinz
KHC
$28.7B
$28.6K 0.03%
941
– –
CVS icon
81
CVS Health
CVS
$120B
$28.5K 0.03%
420
-74,200
-99% -$4.44M
VTI icon
82
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$27.5K 0.03%
100
– –
AMH icon
83
American Homes 4 Rent
AMH
$12.1B
$26.5K 0.03%
700
– –
CVCO icon
84
Cavco Industries
CVCO
$4.6B
$26K 0.03%
50
– –
PAR icon
85
PAR Technology
PAR
$712M
$24.5K 0.02%
400
– –
MDLZ icon
86
Mondelez International
MDLZ
$78.3B
$24K 0.02%
354
– –
ET icon
87
Energy Transfer Partners
ET
$71.6B
$23.9K 0.02%
1,283
– –
SONO icon
88
Sonos
SONO
$1.78B
$21.9K 0.02%
2,050
– –
SNAP icon
89
Snap
SNAP
$9.1B
$21.8K 0.02%
2,500
– –
KO icon
90
Coca-Cola
KO
$370B
$20.3K 0.02%
284
– –
JAKK icon
91
Jakks Pacific
JAKK
$291M
$19.7K 0.02%
800
– –
CPRI icon
92
Capri Holdings
CPRI
$1.74B
$19.7K 0.02%
1,000
– –
SBUX icon
93
Starbucks
SBUX
$121B
$19.6K 0.02%
200
-600
-75% -$62K
NMIH icon
94
NMI Holdings
NMIH
$3.35B
$18K 0.02%
500
– –
GOOG icon
95
Alphabet (Google) Class C
GOOG
$4.19T
$17.7K 0.02%
113
-90
-44% -$16.5K
LDOS icon
96
Leidos
LDOS
$17.5B
$17.5K 0.02%
+130
New +$18.1K
MCD icon
97
McDonald's
MCD
$192B
$16.9K 0.02%
54
– –
STWD icon
98
Starwood Property Trust
STWD
$6.16B
$15K 0.01%
760
– –
GM icon
99
General Motors
GM
$77.3B
$14.6K 0.01%
311
-107,800
-100% -$5.31M
NEM icon
100
Newmont
NEM
$125B
$14.5K 0.01%
300
– –
2 3
4
5 6

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Mountain Hill Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Hill Investment Partners held 194 positions worth $102M, up 4.3% from $98.2M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Mountain Hill Investment Partners deployed $10.4M of net new capital in Q1 2025, opening 11 new positions and adding to 52 existing holdings. Its largest new stake was Arista Networks: 84,200 shares worth $6.52M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was General Motors, an estimated $5.31M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2025 buy was Arista Networks: 84,200 shares worth $6.52M.
  • Mountain Hill Investment Partners added most to Uber in Q1 2025, an estimated $6.02M increase.
  • Mountain Hill Investment Partners's biggest Q1 2025 reduction was General Motors, cutting an estimated $5.31M.
  • Mountain Hill Investment Partners fully exited Phillips 66 in Q1 2025, selling an estimated $4.93M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $102M portfolio in Q1 2025.
  • Mountain Hill Investment Partners opened 11 new positions and closed 17 in Q1 2025.
  • Mountain Hill Investment Partners's portfolio value rose 4.3% quarter-over-quarter to $102M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.