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
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
+$3.47M
Cap. Flow %
2.91%
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$4.83M
2
BGC icon
BGC Group
BGC
+$1.17M
3
NMRK icon
Newmark Group
NMRK
+$944K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$716K

Top Sells

Rank Stock Value
1
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.73M
2
UBER icon
Uber
UBER
+$930K
3
NVDA icon
NVIDIA
NVDA
+$560K
4
DIS icon
Walt Disney
DIS
+$514K
5
RIVN icon
Rivian
RIVN
+$217K

Sector Composition

Rank Sector Weight
1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FENY icon
101
Fidelity MSCI Energy Index ETF
FENY
$2.06B
$11.5K 0.01%
492
+4
+0.8% +$92
BIIB icon
102
Biogen
BIIB
$30.1B
$9.42K 0.01%
75
– –
XOM icon
103
ExxonMobil
XOM
$657B
$9.2K 0.01%
85
– –
CALF icon
104
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.85B
$8.44K 0.01%
212
– –
DVN icon
105
Devon Energy
DVN
$49.9B
$5.66K ﹤0.01%
178
+56
+46% +$1.78K
T icon
106
AT&T
T
$168B
$5.59K ﹤0.01%
193
+2
+1% +$55
OXY icon
107
Occidental Petroleum
OXY
$59B
$5.26K ﹤0.01%
125
– –
IYE icon
108
iShares US Energy ETF
IYE
$1.79B
$4K ﹤0.01%
88
– –
BND icon
109
Vanguard Total Bond Market
BND
$161B
$3.94K ﹤0.01%
54
+1
+2% +$73
KYN icon
110
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
$3.74K ﹤0.01%
294
+6
+2% +$72
CVX icon
111
Chevron
CVX
$386B
$3.65K ﹤0.01%
25
– –
UNH icon
112
UnitedHealth
UNH
$365B
$3.12K ﹤0.01%
10
– –
IEFA icon
113
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.1K ﹤0.01%
37
+1
+3% +$79
CHRD icon
114
Chord Energy
CHRD
$7.62B
$3K ﹤0.01%
31
+5
+19% +$476
TSLA icon
115
Tesla
TSLA
$1.31T
$2.86K ﹤0.01%
9
– –
O icon
116
Realty Income
O
$58.6B
$2.22K ﹤0.01%
39
+1
+3% +$57
VPU
117
Vanguard Utilities ETF
VPU
$8.44B
$2.14K ﹤0.01%
12
– –
QQQM icon
118
Invesco NASDAQ 100 ETF
QQQM
$102B
$2.1K ﹤0.01%
9
– –
VTV icon
119
Vanguard Morningstar Value ETF
VTV
$192B
$1.96K ﹤0.01%
11
– –
IOVA icon
120
Iovance Biotherapeutics
IOVA
$2.94B
$1.89K ﹤0.01%
1,100
– –
HDV
121
iShares Core High Dividend ETF
HDV
$15B
$1.88K ﹤0.01%
80
– –
MCHI icon
122
iShares MSCI China ETF
MCHI
$6.27B
$1.86K ﹤0.01%
34
– –
KIO
123
KKR Income Opportunities Fund
KIO
$459M
$1.81K ﹤0.01%
144
+4
+3% +$48
AGG icon
124
iShares Core US Aggregate Bond ETF
AGG
$137B
$1.8K ﹤0.01%
18
– –
DUK icon
125
Duke Energy
DUK
$96.1B
$1.8K ﹤0.01%
15
– –
3 4
5
6 7

Similar funds

XWL
XXI Wealth LLC Chicago, Illinois $177M AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
CTC
Cetera Trust Company St. Paul, Minnesota $177M AUM 28.75% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
DAM
Draper Asset Management Smithtown, New York $176M AUM 37.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM

Mountain Hill Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
  • Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
  • Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
  • Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
  • Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
  • Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.