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
-4.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
+$10.4M
Cap. Flow %
10.13%
Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
52
Reduced
23
Closed
17

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$8.54M
2
UBER icon
Uber
UBER
+$6.02M
3
NVDA icon
NVIDIA
NVDA
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

Rank Stock Value
1
GM icon
General Motors
GM
+$5.31M
2
PSX icon
Phillips 66
PSX
+$4.93M
3
CVS icon
CVS Health
CVS
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCHI icon
126
iShares MSCI China ETF
MCHI
$6.2B
$1.84K ﹤0.01%
34
– –
QQQM icon
127
Invesco NASDAQ 100 ETF
QQQM
$103B
$1.79K ﹤0.01%
9
– –
AGG icon
128
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.78K ﹤0.01%
18
– –
KIO
129
KKR Income Opportunities Fund
KIO
$459M
$1.72K ﹤0.01%
140
+4
+3% +$51
LOAN
130
Manhattan Bridge Capital
LOAN
$46.5M
$1.54K ﹤0.01%
261
+5
+2% +$28
KMI icon
131
Kinder Morgan
KMI
$70.7B
$1.5K ﹤0.01%
53
+1
+2% +$28
QQQJ icon
132
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
$1.5K ﹤0.01%
52
– –
EPR icon
133
EPR Properties
EPR
$4.65B
$1.45K ﹤0.01%
27
– –
B
134
Barrick Mining
B
$67.4B
$1.4K ﹤0.01%
72
– –
FHLC icon
135
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$1.36K ﹤0.01%
20
– –
RXT icon
136
Rackspace Technology
RXT
$1.14B
$1.35K ﹤0.01%
800
– –
EPD icon
137
Enterprise Products Partners
EPD
$82B
$1.31K ﹤0.01%
38
– –
CSCO icon
138
Cisco
CSCO
$486B
$1.27K ﹤0.01%
21
+1
+5% +$62
QYLD icon
139
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$1.23K ﹤0.01%
74
+4
+6% +$72
ENB icon
140
Enbridge
ENB
$113B
$1.21K ﹤0.01%
27
– –
NTES icon
141
NetEase
NTES
$79.3B
$1.07K ﹤0.01%
10
– –
XLE icon
142
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$1.06K ﹤0.01%
22
– –
VO icon
143
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$1.03K ﹤0.01%
16
– –
WPC icon
144
W.P. Carey
WPC
$16.1B
$1.03K ﹤0.01%
16
– –
SCHD icon
145
Schwab US Dividend Equity ETF
SCHD
$107B
$993 ﹤0.01%
36
-1,012
-97% -$28.2K
VNQ icon
146
Vanguard Real Estate ETF
VNQ
$38.6B
$972 ﹤0.01%
11
– –
ABR icon
147
Arbor Realty Trust
ABR
$987M
$971 ﹤0.01%
83
+3
+4% +$39
JEPI icon
148
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$959 ﹤0.01%
17
+1
+6% +$58
SO icon
149
Southern Company
SO
$106B
$956 ﹤0.01%
10
– –
MO icon
150
Altria Group
MO
$108B
$944 ﹤0.01%
16
+1
+7% +$55
4 5
6
7 8

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
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
BAM
Boyar Asset Management New York $176M AUM 20.04% 1-Year Est. Return

Mountain Hill Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Hill Investment Partners held 194 positions worth $102M, up 4.3% from $98.2M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Mountain Hill Investment Partners deployed $10.4M of net new capital in Q1 2025, opening 11 new positions and adding to 52 existing holdings. Its largest new stake was Arista Networks: 84,200 shares worth $6.52M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was General Motors, an estimated $5.31M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2025 buy was Arista Networks: 84,200 shares worth $6.52M.
  • Mountain Hill Investment Partners added most to Uber in Q1 2025, an estimated $6.02M increase.
  • Mountain Hill Investment Partners's biggest Q1 2025 reduction was General Motors, cutting an estimated $5.31M.
  • Mountain Hill Investment Partners fully exited Phillips 66 in Q1 2025, selling an estimated $4.93M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $102M portfolio in Q1 2025.
  • Mountain Hill Investment Partners opened 11 new positions and closed 17 in Q1 2025.
  • Mountain Hill Investment Partners's portfolio value rose 4.3% quarter-over-quarter to $102M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.