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
+0.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$25.5M
Cap. Flow
+$24.8M
Cap. Flow %
17.75%
Top 10 Hldgs %
64.72%
Holding
233
New
13
Increased
49
Reduced
24
Closed
15

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$8.84M
2
VST icon
Vistra
VST
+$8.09M
3
GIS icon
General Mills
GIS
+$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.42M
2
VTRS icon
Viatris
VTRS
+$1.79M
3
GEO icon
The GEO Group
GEO
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

Rank Sector Weight
1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FE icon
101
FirstEnergy
FE
$27.1B
$17.9K 0.01%
400
– –
SONO icon
102
Sonos
SONO
$1.78B
$17.6K 0.01%
1,000
-1,000
-50% -$17.4K
MCD icon
103
McDonald's
MCD
$194B
$16.5K 0.01%
54
– –
VXUS icon
104
Vanguard Total International Stock ETF
VXUS
$162B
$16.2K 0.01%
214
+213
+21,300% +$15.9K
KYN icon
105
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
$16.2K 0.01%
1,306
+6
+0.5% +$72
PSKY
106
Paramount Skydance Corp
PSKY
$10.5B
$15.7K 0.01%
1,172
– –
BX icon
107
Blackstone
BX
$110B
$15.4K 0.01%
100
– –
HIO
108
Western Asset High Income Opportunity Fund
HIO
$340M
$14.8K 0.01%
4,000
– –
PEP icon
109
PepsiCo
PEP
$189B
$14.4K 0.01%
100
– –
STWD icon
110
Starwood Property Trust
STWD
$6.17B
$13.7K 0.01%
760
– –
JAKK icon
111
Jakks Pacific
JAKK
$291M
$13.5K 0.01%
800
– –
EMR icon
112
Emerson Electric
EMR
$91.7B
$13.3K 0.01%
100
– –
SJNK icon
113
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
$12.7K 0.01%
500
– –
FENY icon
114
Fidelity MSCI Energy Index ETF
FENY
$2.06B
$12.4K 0.01%
500
+4
+0.8% +$99
APD icon
115
Air Products & Chemicals
APD
$68.9B
$12.4K 0.01%
50
– –
SNAP icon
116
Snap
SNAP
$9.32B
$12.1K 0.01%
1,500
– –
BCX icon
117
BlackRock Resources & Commodities Strategy Trust
BCX
$964M
$11K 0.01%
1,000
– –
BMY icon
118
Bristol-Myers Squibb
BMY
$130B
$10.8K 0.01%
200
– –
BTO
119
John Hancock Financial Opportunities Fund
BTO
$809M
$10.5K 0.01%
300
– –
XOM icon
120
ExxonMobil
XOM
$657B
$10.5K 0.01%
87
+1
+1% +$116
VNQ icon
121
Vanguard Real Estate ETF
VNQ
$38.3B
$9.83K 0.01%
111
– –
CVS icon
122
CVS Health
CVS
$120B
$9.61K 0.01%
121
– –
HQH
123
abrdn Healthcare Investors
HQH
$1.34B
$9.47K 0.01%
500
– –
BIL icon
124
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$9.14K 0.01%
100
– –
VCIT icon
125
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$8.38K 0.01%
100
– –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Hill Investment Partners held 233 positions worth $140M, up 22% from $114M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Mountain Hill Investment Partners deployed $24.8M of net new capital in Q4 2025, opening 13 new positions and adding to 49 existing holdings. Its largest new stake was Everpure Inc: 105,800 shares worth $7.09M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.42M trimmed.

  • Mountain Hill Investment Partners's largest Q4 2025 buy was Everpure Inc: 105,800 shares worth $7.09M.
  • Mountain Hill Investment Partners added most to SLB Ltd in Q4 2025, an estimated $3.65M increase.
  • Mountain Hill Investment Partners's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.42M.
  • Mountain Hill Investment Partners fully exited The GEO Group in Q4 2025, selling an estimated $1.45M.
  • Mountain Hill Investment Partners's ten largest holdings make up 65% of its $140M portfolio in Q4 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 15 in Q4 2025.
  • Mountain Hill Investment Partners's portfolio value rose 22% quarter-over-quarter to $140M.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.