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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
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
101
Johnson & Johnson
JNJ
$626B
$12.2K 0.01%
50
-50
-50% -$11.6K
KO icon
102
Coca-Cola
KO
$372B
$11.9K 0.01%
157
-178
-53% -$13.5K
PSKY
103
Paramount Skydance Corp
PSKY
$10.5B
$10.6K 0.01%
1,172
– –
NJR icon
104
New Jersey Resources
NJR
$5.55B
$9.28K 0.01%
169
– –
DVN icon
105
Devon Energy
DVN
$49.9B
$9.11K 0.01%
181
+1
+0.6% +$43
MCD icon
106
McDonald's
MCD
$194B
$8.39K 0.01%
27
-27
-50% -$8.6K
OXY icon
107
Occidental Petroleum
OXY
$59B
$8.28K ﹤0.01%
127
– –
XLU icon
108
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$8.14K ﹤0.01%
177
-134,979
-100% -$6.06M
ARTY
109
iShares Future AI & Tech ETF
ARTY
$3.83B
$7.96K ﹤0.01%
171
– –
T icon
110
AT&T
T
$168B
$7.95K ﹤0.01%
274
-623
-69% -$16.6K
SNAP icon
111
Snap
SNAP
$9.32B
$6.9K ﹤0.01%
1,500
– –
IYE icon
112
iShares US Energy ETF
IYE
$1.79B
$5.84K ﹤0.01%
90
– –
CVX icon
113
Chevron
CVX
$386B
$5.44K ﹤0.01%
26
-100
-79% -$18.2K
CHRD icon
114
Chord Energy
CHRD
$7.62B
$4.57K ﹤0.01%
32
– –
KYN icon
115
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
$4.45K ﹤0.01%
311
-995
-76% -$13.4K
BND icon
116
Vanguard Total Bond Market
BND
$161B
$4.06K ﹤0.01%
55
– –
PFE icon
117
Pfizer
PFE
$152B
$4.05K ﹤0.01%
144
-623
-81% -$16.6K
IEFA icon
118
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.42K ﹤0.01%
38
– –
TSLA icon
119
Tesla
TSLA
$1.31T
$3.35K ﹤0.01%
9
– –
MPWR icon
120
Monolithic Power Systems
MPWR
$68.9B
$3.28K ﹤0.01%
3
– –
WBD icon
121
Warner Bros
WBD
$67.9B
$3.24K ﹤0.01%
+118
New +$3.3K
B
122
Barrick Mining
B
$66B
$3.01K ﹤0.01%
74
+1
+1% +$46
SM icon
123
SM Energy
SM
$7.73B
$2.9K ﹤0.01%
+93
New +$2.12K
UNH icon
124
UnitedHealth
UNH
$361B
$2.71K ﹤0.01%
10
– –
O icon
125
Realty Income
O
$58.6B
$2.46K ﹤0.01%
40
– –
3 4
5
6 7

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Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.