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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
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Utilities 10.57%
3 Consumer Discretionary 7.06%
4 Industrials 5.69%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
126
Realty Income
O
$61.2B
$2.52K ﹤0.01%
41
+1
+3% +$62
VTV icon
127
Vanguard Value ETF
VTV
$189B
$2.48K ﹤0.01%
11
– –
SM icon
128
SM Energy
SM
$7.96B
$2.45K ﹤0.01%
94
+1
+1% +$30
VPU
129
Vanguard Utilities ETF
VPU
$8.83B
$2.44K ﹤0.01%
12
– –
QQQJ icon
130
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
$2.37K ﹤0.01%
52
– –
QYLD icon
131
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.97B
$2.1K ﹤0.01%
114
+3
+3% +$54
JEPQ icon
132
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
$2.09K ﹤0.01%
34
+1
+3% +$59
KHC icon
133
Kraft Heinz
KHC
$30.4B
$2.06K ﹤0.01%
87
+1
+1% +$23
HE icon
134
Hawaiian Electric Industries
HE
$2.33B
$2.03K ﹤0.01%
150
– –
DUK icon
135
Duke Energy
DUK
$102B
$2K ﹤0.01%
16
– –
AGG icon
136
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.87K ﹤0.01%
19
– –
AIPI
137
REX AI Equity Premium Income ETF
AIPI
$402M
$1.84K ﹤0.01%
50
+3
+6% +$110
KIO
138
KKR Income Opportunities Fund
KIO
$450M
$1.84K ﹤0.01%
163
+5
+3% +$56
HRL icon
139
Hormel Foods
HRL
$13.9B
$1.78K ﹤0.01%
72
+21
+41% +$467
KMI icon
140
Kinder Morgan
KMI
$73.1B
$1.77K ﹤0.01%
55
– –
EPR icon
141
EPR Properties
EPR
$4.86B
$1.73K ﹤0.01%
30
+1
+3% +$57
MCHI icon
142
iShares MSCI China ETF
MCHI
$6.04B
$1.72K ﹤0.01%
34
– –
COP icon
143
ConocoPhillips
COP
$147B
$1.62K ﹤0.01%
16
+1
+7% +$119
ENB icon
144
Enbridge
ENB
$124B
$1.58K ﹤0.01%
29
– –
FHLC icon
145
Fidelity MSCI Health Care Index ETF
FHLC
$3.27B
$1.57K ﹤0.01%
20
– –
EPD icon
146
Enterprise Products Partners
EPD
$83.8B
$1.53K ﹤0.01%
42
+1
+2% +$38
HDV
147
iShares Core High Dividend ETF
HDV
$14.4B
$1.51K ﹤0.01%
55
-25
-31% -$680
AGNC icon
148
AGNC Investment
AGNC
$12.3B
$1.45K ﹤0.01%
133
+5
+4% +$53
IYZ icon
149
iShares US Telecommunications ETF
IYZ
$1.19B
$1.41K ﹤0.01%
33
– –
MAT icon
150
Mattel
MAT
$4.17B
$1.39K ﹤0.01%
100
+50
+100% +$731
4 5
6
7 8

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Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Utilities and Consumer Discretionary.

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.