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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
-1.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow %
103.92%
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.58M
2
F icon
Ford
F
+$7.4M
3
TGT icon
Target
TGT
+$6.85M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.21M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.6%
2 Energy 14.43%
3 Technology 9.65%
4 Consumer Staples 6.67%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
126
Realty Income
O
$58.6B
$2K ﹤0.01%
+37
New +$2.15K
VPU
127
Vanguard Utilities ETF
VPU
$8.47B
$1.96K ﹤0.01%
+12
New +$2.05K
QQQM icon
128
Invesco NASDAQ 100 ETF
QQQM
$103B
$1.94K ﹤0.01%
+9
New +$1.87K
VTV icon
129
Vanguard Morningstar Value ETF
VTV
$193B
$1.87K ﹤0.01%
+11
New +$1.93K
KIO
130
KKR Income Opportunities Fund
KIO
$461M
$1.82K ﹤0.01%
+136
New +$1.88K
HDV
131
iShares Core High Dividend ETF
HDV
$14.9B
$1.78K ﹤0.01%
+80
New +$1.88K
RXT icon
132
Rackspace Technology
RXT
$1.15B
$1.77K ﹤0.01%
+800
New +$2.02K
AGG icon
133
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.73K ﹤0.01%
+18
New +$1.77K
DUK icon
134
Duke Energy
DUK
$95.7B
$1.61K ﹤0.01%
+15
New +$1.7K
QQQJ icon
135
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
$1.59K ﹤0.01%
+52
New +$1.61K
MCHI icon
136
iShares MSCI China ETF
MCHI
$6.23B
$1.58K ﹤0.01%
+34
New +$1.68K
LOAN
137
Manhattan Bridge Capital
LOAN
$47.1M
$1.43K ﹤0.01%
+256
New +$1.4K
KMI icon
138
Kinder Morgan
KMI
$70.1B
$1.43K ﹤0.01%
+52
New +$1.36K
NXDT
139
NexPoint Diversified Real Estate Trust
NXDT
$248M
$1.32K ﹤0.01%
+216
New +$1.27K
FHLC icon
140
Fidelity MSCI Health Care Index ETF
FHLC
$3.39B
$1.29K ﹤0.01%
+20
New +$1.39K
QYLD icon
141
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
$1.28K ﹤0.01%
+70
New +$1.28K
CSCO icon
142
Cisco
CSCO
$483B
$1.21K ﹤0.01%
+20
New +$1.14K
EPR icon
143
EPR Properties
EPR
$4.59B
$1.2K ﹤0.01%
+27
New +$1.24K
EPD icon
144
Enterprise Products Partners
EPD
$81.8B
$1.18K ﹤0.01%
+38
New +$1.17K
ENB icon
145
Enbridge
ENB
$113B
$1.14K ﹤0.01%
+27
New +$1.13K
B
146
Barrick Mining
B
$67.6B
$1.11K ﹤0.01%
+72
New +$1.31K
ABR icon
147
Arbor Realty Trust
ABR
$996M
$1.11K ﹤0.01%
+80
New +$1.18K
VO icon
148
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$1.06K ﹤0.01%
+16
New +$1.09K
XLE icon
149
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$967 ﹤0.01%
+22
New +$1K
JEPI icon
150
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$948 ﹤0.01%
+16
New +$950
4 5
6
7 8

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Mountain Hill Investment Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Mountain Hill Investment Partners, which disclosed 183 positions worth $98.2M. Its ten largest holdings account for 62% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, followed by Energy and Technology.

  • Mountain Hill Investment Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $98.2M portfolio in Q4 2024.
  • Mountain Hill Investment Partners disclosed 183 positions in Q4 2024, its first 13F filing on record.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.