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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
+0.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$25.5M
Cap. Flow
+$24.8M
Cap. Flow %
17.75%
Top 10 Hldgs %
64.72%
Holding
233
New
13
Increased
49
Reduced
24
Closed
15

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$8.84M
2
VST icon
Vistra
VST
+$8.09M
3
GIS icon
General Mills
GIS
+$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.42M
2
VTRS icon
Viatris
VTRS
+$1.79M
3
GEO icon
The GEO Group
GEO
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

Rank Sector Weight
1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
76
iShares Gold Trust
IAU
$64.8B
$32.5K 0.02%
400
– –
JPM icon
77
JPMorgan Chase
JPM
$962B
$32.2K 0.02%
100
– –
BAM icon
78
Brookfield Asset Management
BAM
$88.4B
$31.3K 0.02%
597
– –
IBM icon
79
IBM
IBM
$225B
$29.6K 0.02%
100
– –
WDC icon
80
Western Digital
WDC
$151B
$29.5K 0.02%
171
-170
-50% -$25.8K
PAR icon
81
PAR Technology
PAR
$721M
$29K 0.02%
800
+200
+33% +$7.22K
HON icon
82
Honeywell
HON
$72.9B
$28.3K 0.02%
145
-9
-6% -$1.76K
STX icon
83
Seagate
STX
$186B
$27.5K 0.02%
100
– –
ACN icon
84
Accenture
ACN
$110B
$26.8K 0.02%
100
– –
GRNY
85
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.44B
$26K 0.02%
1,050
– –
NEM icon
86
Newmont
NEM
$124B
$25K 0.02%
250
– –
CSCO icon
87
Cisco
CSCO
$475B
$24.7K 0.02%
321
– –
SCHD icon
88
Schwab US Dividend Equity ETF
SCHD
$107B
$24.7K 0.02%
899
+832
+1,242% +$22.6K
GILD icon
89
Gilead Sciences
GILD
$168B
$24.5K 0.02%
200
– –
CPRI icon
90
Capri Holdings
CPRI
$1.77B
$24.4K 0.02%
1,000
– –
NYT icon
91
New York Times
NYT
$10.3B
$24.3K 0.02%
350
– –
KO icon
92
Coca-Cola
KO
$372B
$23.4K 0.02%
335
+1
+0.3% +$70
AMH icon
93
American Homes 4 Rent
AMH
$12.2B
$22.5K 0.02%
700
– –
T icon
94
AT&T
T
$168B
$22.3K 0.02%
897
+2
+0.2% +$51
ET icon
95
Energy Transfer Partners
ET
$71.6B
$21.7K 0.02%
1,313
+2
+0.2% +$33
JNJ icon
96
Johnson & Johnson
JNJ
$626B
$20.7K 0.01%
100
– –
NMIH icon
97
NMI Holdings
NMIH
$3.34B
$20.4K 0.01%
500
– –
CVX icon
98
Chevron
CVX
$386B
$19.2K 0.01%
126
– –
PFE icon
99
Pfizer
PFE
$152B
$19.1K 0.01%
767
-1,998
-72% -$50.4K
BTT icon
100
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$18.3K 0.01%
800
– –
2 3
4
5 6

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LWM
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Mountain Hill Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Hill Investment Partners held 233 positions worth $140M, up 22% from $114M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Mountain Hill Investment Partners deployed $24.8M of net new capital in Q4 2025, opening 13 new positions and adding to 49 existing holdings. Its largest new stake was Everpure Inc: 105,800 shares worth $7.09M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.42M trimmed.

  • Mountain Hill Investment Partners's largest Q4 2025 buy was Everpure Inc: 105,800 shares worth $7.09M.
  • Mountain Hill Investment Partners added most to SLB Ltd in Q4 2025, an estimated $3.65M increase.
  • Mountain Hill Investment Partners's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.42M.
  • Mountain Hill Investment Partners fully exited The GEO Group in Q4 2025, selling an estimated $1.45M.
  • Mountain Hill Investment Partners's ten largest holdings make up 65% of its $140M portfolio in Q4 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 15 in Q4 2025.
  • Mountain Hill Investment Partners's portfolio value rose 22% quarter-over-quarter to $140M.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.