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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
-1.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
103.92%
Top 10 Holdings %
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$8.58M |
| 2 |
Ford
F
|
+$7.4M |
| 3 |
Target
TGT
|
+$6.85M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$6.73M |
| 5 |
Amazon
AMZN
|
+$6.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 21.6% |
| 2 | Energy | 14.43% |
| 3 | Technology | 9.65% |
| 4 | Consumer Staples | 6.67% |
| 5 | Healthcare | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
NMI Holdings
NMIH
$3.34B
| $18.4K | 0.02% |
+500
| New | +$19.4K |
|
102
Coca-Cola
KO
$372B
| $17.7K | 0.02% |
+284
| New | +$18.5K |
|
103
Blackstone
BX
$110B
| $17.2K | 0.02% |
+100
| New | +$17.4K |
|
104
McDonald's
MCD
$194B
| $15.7K | 0.02% |
+54
| New | +$16.1K |
|
105
Starwood Property Trust
STWD
$6.17B
| $14.4K | 0.01% |
+760
| New | +$15.1K |
|
106
New Jersey Resources
NJR
$5.55B
| $13.8K | 0.01% |
+296
| New | +$14K |
|
107
Fidelity MSCI Energy Index ETF
FENY
$2.06B
| $11.5K | 0.01% |
+484
| New | +$12.1K |
|
108
Newmont
NEM
$124B
| $11.2K | 0.01% |
+300
| New | +$13.7K |
|
109
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.85B
| $9.33K | 0.01% |
+212
| New | +$9.81K |
|
110
ExxonMobil
XOM
$657B
| $9.02K | 0.01% |
+84
| New | +$9.83K |
|
111
Hagerty
HGTY
$1.3B
| $7.72K | 0.01% |
+800
| New | +$8.7K |
|
112
Western Midstream Partners
WES
$19.9B
| $7.46K | 0.01% |
+194
| New | +$7.49K |
|
113
Occidental Petroleum
OXY
$59B
| $6.13K | 0.01% |
+124
| New | +$6.26K |
|
114
Warner Bros
WBD
$67.9B
| $5.36K | 0.01% |
+507
| New | +$4.71K |
|
115
Chewy
CHWY
$9.2B
| $5.36K | 0.01% |
+160
| New | +$4.98K |
|
116
UnitedHealth
UNH
$361B
| $5.06K | 0.01% |
+10
| New | +$5.68K |
|
117
Advanced Micro Devices
AMD
$774B
| $4.83K | ﹤0.01% |
+40
| New | +$5.75K |
|
118
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
| $4.68K | ﹤0.01% |
+69
| New | +$4.88K |
|
119
iShares US Energy ETF
IYE
$1.79B
| $3.97K | ﹤0.01% |
+87
| New | +$4.17K |
|
120
Vanguard Total Bond Market
BND
$161B
| $3.79K | ﹤0.01% |
+53
| New | +$3.88K |
|
121
Tesla
TSLA
$1.31T
| $3.63K | ﹤0.01% |
+9
| New | +$2.9K |
|
122
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
| $3.6K | ﹤0.01% |
+283
| New | +$3.49K |
|
123
Devon Energy
DVN
$49.9B
| $3.3K | ﹤0.01% |
+101
| New | +$3.8K |
|
124
iShares Core MSCI EAFE ETF
IEFA
$195B
| $2.56K | ﹤0.01% |
+36
| New | +$2.66K |
|
125
Chord Energy
CHRD
$7.62B
| $2.38K | ﹤0.01% |
+20
| New | +$2.51K |
|
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Mountain Hill Investment Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Mountain Hill Investment Partners, which disclosed 183 positions worth $98.2M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, followed by Energy and Technology.
- Mountain Hill Investment Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
- Mountain Hill Investment Partners's ten largest holdings make up 62% of its $98.2M portfolio in Q4 2024.
- Mountain Hill Investment Partners disclosed 183 positions in Q4 2024, its first 13F filing on record.
Based on Mountain Hill Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.