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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
76
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$32.8K 0.03%
100
– –
SONO icon
77
Sonos
SONO
$1.78B
$31.6K 0.03%
2,000
-50
-2% -$642
JPM icon
78
JPMorgan Chase
JPM
$962B
$31.5K 0.03%
+100
New +$29.7K
BAC icon
79
Bank of America
BAC
$448B
$31K 0.03%
+600
New +$29.3K
HON icon
80
Honeywell
HON
$72.9B
$30.5K 0.03%
154
-26
-14% -$5.43K
ANET icon
81
Arista Networks
ANET
$250B
$29.1K 0.03%
200
-83,100
-100% -$10.7M
IAU icon
82
iShares Gold Trust
IAU
$64.8B
$29.1K 0.03%
+400
New +$26.1K
CALY
83
Callaway Golf Company
CALY
$3.01B
$28.5K 0.03%
3,000
– –
IBM icon
84
IBM
IBM
$225B
$28.2K 0.02%
+100
New +$26.2K
ORCL icon
85
Oracle
ORCL
$419B
$28.1K 0.02%
100
-500
-83% -$127K
GRNY
86
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.44B
$26.2K 0.02%
1,050
– –
T icon
87
AT&T
T
$168B
$25.3K 0.02%
895
+702
+364% +$19.9K
KHC icon
88
Kraft Heinz
KHC
$29.2B
$25.1K 0.02%
963
+1
+0.1% +$27
ACN icon
89
Accenture
ACN
$110B
$24.7K 0.02%
100
– –
UNG icon
90
United States Natural Gas Fund
UNG
$494M
$24.5K 0.02%
1,875
– –
PAR icon
91
PAR Technology
PAR
$721M
$23.7K 0.02%
600
+200
+50% +$11K
STX icon
92
Seagate
STX
$186B
$23.6K 0.02%
+100
New +$17.1K
AMH icon
93
American Homes 4 Rent
AMH
$12.2B
$23.3K 0.02%
700
– –
ET icon
94
Energy Transfer Partners
ET
$71.6B
$22.5K 0.02%
1,311
+1
+0.1% +$18
GILD icon
95
Gilead Sciences
GILD
$168B
$22.2K 0.02%
+200
New +$22.7K
PSKY
96
Paramount Skydance Corp
PSKY
$10.5B
$22.2K 0.02%
+1,172
New +$18.5K
KO icon
97
Coca-Cola
KO
$372B
$22.2K 0.02%
334
+50
+18% +$3.44K
CSCO icon
98
Cisco
CSCO
$475B
$22K 0.02%
321
+300
+1,429% +$20.4K
NEM icon
99
Newmont
NEM
$124B
$21.1K 0.02%
+250
New +$17.4K
NYT icon
100
New York Times
NYT
$10.3B
$20.1K 0.02%
350
-150
-30% -$8.56K
2 3
4
5 6

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.