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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
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITIC
76
Investors Title Co
ITIC
$535M
$32.6K 0.02%
150
– –
BHC icon
77
Bausch Health
BHC
$2.33B
$32.4K 0.02%
6,000
– –
VTI icon
78
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$32.1K 0.02%
100
– –
NOW icon
79
ServiceNow
NOW
$132B
$29.8K 0.02%
+285
New +$33.5K
NYT icon
80
New York Times
NYT
$10.3B
$29.3K 0.02%
350
– –
VXUS icon
81
Vanguard Total International Stock ETF
VXUS
$162B
$28.8K 0.02%
373
+159
+74% +$12.6K
FISV
82
Fiserv Inc
FISV
$28B
$27.9K 0.02%
500
– –
SCHD icon
83
Schwab US Dividend Equity ETF
SCHD
$107B
$27.7K 0.02%
904
+5
+0.6% +$152
BAM icon
84
Brookfield Asset Management
BAM
$88.4B
$26.5K 0.02%
597
– –
ET icon
85
Energy Transfer Partners
ET
$71.6B
$25.4K 0.02%
1,314
+1
+0.1% +$18
BX icon
86
Blackstone
BX
$110B
$25.3K 0.02%
220
+120
+120% +$15.6K
GRNY
87
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.44B
$25.1K 0.01%
1,050
– –
CVCO icon
88
Cavco Industries
CVCO
$4.57B
$24.2K 0.01%
50
-15
-23% -$8.52K
ADM icon
89
Archer Daniels Midland
ADM
$38.8B
$22.9K 0.01%
+315
New +$21.3K
ACN icon
90
Accenture
ACN
$110B
$19.8K 0.01%
100
– –
AMH icon
91
American Homes 4 Rent
AMH
$12.2B
$19.5K 0.01%
700
– –
NMIH icon
92
NMI Holdings
NMIH
$3.34B
$18.8K 0.01%
500
– –
CPRI icon
93
Capri Holdings
CPRI
$1.77B
$17.6K 0.01%
1,000
– –
FENY icon
94
Fidelity MSCI Energy Index ETF
FENY
$2.06B
$17.1K 0.01%
503
+3
+0.6% +$89
PAR icon
95
PAR Technology
PAR
$721M
$16K 0.01%
1,200
+400
+50% +$9.39K
JAKK icon
96
Jakks Pacific
JAKK
$291M
$15.9K 0.01%
800
– –
XOM icon
97
ExxonMobil
XOM
$657B
$14.8K 0.01%
87
– –
CALY
98
Callaway Golf Company
CALY
$3.01B
$13.9K 0.01%
1,000
-2,000
-67% -$28.1K
SONO icon
99
Sonos
SONO
$1.78B
$13.4K 0.01%
1,000
– –
STWD icon
100
Starwood Property Trust
STWD
$6.17B
$13.1K 0.01%
760
– –
2 3
4
5 6

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Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.