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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPRI icon
101
Capri Holdings
CPRI
$1.77B
$19.9K 0.02%
1,000
– –
CVX icon
102
Chevron
CVX
$386B
$19.5K 0.02%
126
+101
+404% +$15.6K
NMIH icon
103
NMI Holdings
NMIH
$3.34B
$19.2K 0.02%
500
– –
JNJ icon
104
Johnson & Johnson
JNJ
$626B
$18.5K 0.02%
100
-100
-50% -$17.1K
FE icon
105
FirstEnergy
FE
$27.1B
$18.3K 0.02%
+400
New +$17.1K
BTT icon
106
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$18K 0.02%
+800
New +$17.8K
BX icon
107
Blackstone
BX
$110B
$17.1K 0.02%
100
– –
MCD icon
108
McDonald's
MCD
$194B
$16.4K 0.01%
54
– –
KYN icon
109
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
$16.1K 0.01%
1,300
+1,006
+342% +$12.4K
HIO
110
Western Asset High Income Opportunity Fund
HIO
$340M
$15.4K 0.01%
+4,000
New +$15.9K
JAKK icon
111
Jakks Pacific
JAKK
$291M
$15K 0.01%
800
– –
STWD icon
112
Starwood Property Trust
STWD
$6.17B
$14.7K 0.01%
760
– –
PEP icon
113
PepsiCo
PEP
$189B
$14K 0.01%
+100
New +$14.3K
APD icon
114
Air Products & Chemicals
APD
$68.9B
$13.6K 0.01%
+50
New +$14.5K
EMR icon
115
Emerson Electric
EMR
$91.7B
$13.1K 0.01%
+100
New +$13.6K
GM icon
116
General Motors
GM
$78.4B
$12.9K 0.01%
211
-100
-32% -$5.58K
SJNK icon
117
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
$12.8K 0.01%
+500
New +$12.7K
FENY icon
118
Fidelity MSCI Energy Index ETF
FENY
$2.06B
$12.3K 0.01%
496
+4
+0.8% +$97
SNAP icon
119
Snap
SNAP
$9.32B
$11.6K 0.01%
1,500
– –
BTO
120
John Hancock Financial Opportunities Fund
BTO
$809M
$10.8K 0.01%
+300
New +$10.8K
BIIB icon
121
Biogen
BIIB
$30.1B
$10.5K 0.01%
75
– –
BCX icon
122
BlackRock Resources & Commodities Strategy Trust
BCX
$964M
$10.2K 0.01%
+1,000
New +$9.82K
VNQ icon
123
Vanguard Real Estate ETF
VNQ
$38.3B
$10.1K 0.01%
111
+100
+909% +$9.07K
XOM icon
124
ExxonMobil
XOM
$657B
$9.71K 0.01%
86
+1
+1% +$111
CALF icon
125
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.85B
$9.28K 0.01%
212
– –
3 4
5
6 7

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.