We are live on ! Find out more
MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $177M
1-Year Est. Return 2.52%
This Fund
S&P 500
This Quarter Est. Return
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Utilities 10.57%
3 Consumer Discretionary 7.06%
4 Industrials 5.69%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SONO icon
101
Sonos
SONO
$1.75B
$13.5K 0.01%
1,000
– –
ARTY
102
iShares Future AI & Tech ETF
ARTY
$3.49B
$13K 0.01%
171
– –
KO icon
103
Coca-Cola
KO
$354B
$12.7K 0.01%
157
– –
JNJ icon
104
Johnson & Johnson
JNJ
$635B
$12.7K 0.01%
50
– –
STWD icon
105
Starwood Property Trust
STWD
$6.12B
$12.4K 0.01%
760
– –
ACN icon
106
Accenture
ACN
$89.9B
$12.4K 0.01%
100
– –
XOM icon
107
ExxonMobil
XOM
$651B
$12K 0.01%
88
+1
+1% +$150
PSKY
108
Paramount Skydance Corp
PSKY
$9.19B
$11.6K 0.01%
1,172
– –
XLU icon
109
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$8.1K ﹤0.01%
179
+2
+1% +$91
DVN icon
110
Devon Energy
DVN
$51.9B
$7.54K ﹤0.01%
182
+1
+0.6% +$46
MCD icon
111
McDonald's
MCD
$188B
$7.3K ﹤0.01%
27
– –
SNAP icon
112
Snap
SNAP
$7.32B
$6.66K ﹤0.01%
1,500
– –
OXY icon
113
Occidental Petroleum
OXY
$57B
$6.21K ﹤0.01%
128
+1
+0.8% +$57
RXT icon
114
Rackspace Technology
RXT
$1B
$5.22K ﹤0.01%
800
– –
IYE icon
115
iShares US Energy ETF
IYE
$1.74B
$5.13K ﹤0.01%
91
+1
+1% +$61
KYN icon
116
Kayne Anderson Energy Infrastructure Fund
KYN
$2.52B
$4.39K ﹤0.01%
317
+6
+2% +$83
UNH icon
117
UnitedHealth
UNH
$382B
$4.16K ﹤0.01%
10
– –
MPWR icon
118
Monolithic Power Systems
MPWR
$65.5B
$4.15K ﹤0.01%
3
– –
BND icon
119
Vanguard Total Bond Market
BND
$157B
$4.09K ﹤0.01%
56
+1
+2% +$73
TSLA icon
120
Tesla
TSLA
$1.24T
$3.79K ﹤0.01%
9
– –
IEFA icon
121
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.71K ﹤0.01%
38
– –
CHRD icon
122
Chord Energy
CHRD
$7.79B
$3.7K ﹤0.01%
32
– –
PFE icon
123
Pfizer
PFE
$140B
$3.53K ﹤0.01%
147
+3
+2% +$78
QQQM icon
124
Invesco NASDAQ 100 ETF
QQQM
$95.1B
$2.82K ﹤0.01%
9
– –
B
125
Barrick Mining
B
$62.2B
$2.72K ﹤0.01%
74
– –
3 4
5
6 7

Similar funds

XWL
XXI Wealth LLC Chicago, Illinois $177M AUM
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
CTC
Cetera Trust Company St. Paul, Minnesota $177M AUM 28.75% 1-Year Est. Return
FF
Farrow Financial Randolph, Vermont $176M AUM 22.38% 1-Year Est. Return

Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Utilities and Consumer Discretionary.

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.