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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
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
+$3.47M
Cap. Flow %
2.91%
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$4.83M
2
BGC icon
BGC Group
BGC
+$1.17M
3
NMRK icon
Newmark Group
NMRK
+$944K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$716K

Top Sells

Rank Stock Value
1
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.73M
2
UBER icon
Uber
UBER
+$930K
3
NVDA icon
NVIDIA
NVDA
+$560K
4
DIS icon
Walt Disney
DIS
+$514K
5
RIVN icon
Rivian
RIVN
+$217K

Sector Composition

Rank Sector Weight
1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
76
Johnson & Johnson
JNJ
$626B
$30.6K 0.03%
200
– –
VTI icon
77
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$30.4K 0.03%
100
– –
ACN icon
78
Accenture
ACN
$110B
$29.9K 0.03%
100
– –
UNG icon
79
United States Natural Gas Fund
UNG
$494M
$28.6K 0.02%
1,875
– –
CVCO icon
80
Cavco Industries
CVCO
$4.57B
$28.2K 0.02%
65
+15
+30% +$7.03K
NYT icon
81
New York Times
NYT
$10.3B
$28K 0.02%
500
-200
-29% -$10.6K
PAR icon
82
PAR Technology
PAR
$721M
$27.7K 0.02%
400
– –
AMH icon
83
American Homes 4 Rent
AMH
$12.2B
$25.2K 0.02%
700
– –
KHC icon
84
Kraft Heinz
KHC
$29.2B
$24.8K 0.02%
962
+21
+2% +$583
CALY
85
Callaway Golf Company
CALY
$3.01B
$24.1K 0.02%
+3,000
New +$20.6K
GRNY
86
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.44B
$23.8K 0.02%
+1,050
New +$20.9K
ET icon
87
Energy Transfer Partners
ET
$71.6B
$23.7K 0.02%
1,310
+27
+2% +$471
LYB icon
88
LyondellBasell Industries
LYB
$20.7B
$22.3K 0.02%
+385
New +$22.4K
SONO icon
89
Sonos
SONO
$1.78B
$22.2K 0.02%
2,050
– –
NMIH icon
90
NMI Holdings
NMIH
$3.34B
$21.1K 0.02%
500
– –
KO icon
91
Coca-Cola
KO
$372B
$20.1K 0.02%
284
– –
CPRI icon
92
Capri Holdings
CPRI
$1.77B
$17.7K 0.01%
1,000
– –
CIBR icon
93
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$17.5K 0.01%
+231
New +$15.8K
JAKK icon
94
Jakks Pacific
JAKK
$291M
$16.6K 0.01%
800
– –
MCD icon
95
McDonald's
MCD
$194B
$15.8K 0.01%
54
– –
GM icon
96
General Motors
GM
$78.4B
$15.3K 0.01%
311
– –
STWD icon
97
Starwood Property Trust
STWD
$6.17B
$15.3K 0.01%
760
– –
BX icon
98
Blackstone
BX
$118B
$15K 0.01%
100
– –
RIVN icon
99
Rivian
RIVN
$23.7B
$13.7K 0.01%
1,000
-16,000
-94% -$217K
SNAP icon
100
Snap
SNAP
$9.32B
$13K 0.01%
1,500
-1,000
-40% -$8.3K
2 3
4
5 6

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Mountain Hill Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
  • Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
  • Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
  • Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
  • Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
  • Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.