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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
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
+$3.47M
Cap. Flow %
2.91%
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$4.83M
2
BGC icon
BGC Group
BGC
+$1.17M
3
NMRK icon
Newmark Group
NMRK
+$944K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$716K

Top Sells

Rank Stock Value
1
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.73M
2
UBER icon
Uber
UBER
+$930K
3
NVDA icon
NVIDIA
NVDA
+$560K
4
DIS icon
Walt Disney
DIS
+$514K
5
RIVN icon
Rivian
RIVN
+$217K

Sector Composition

Rank Sector Weight
1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
126
Schwab US Dividend Equity ETF
SCHD
$107B
$1.75K ﹤0.01%
66
+30
+83% +$783
CIVI
127
DELISTED
Civitas Resources
CIVI
$1.69K ﹤0.01%
62
+41
+195% +$1.19K
QYLD icon
128
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$1.69K ﹤0.01%
101
+27
+36% +$441
JEPQ icon
129
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$1.66K ﹤0.01%
31
+19
+158% +$979
ABR icon
130
Arbor Realty Trust
ABR
$998M
$1.66K ﹤0.01%
155
+72
+87% +$758
QQQJ icon
131
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
$1.66K ﹤0.01%
52
– –
EPR icon
132
EPR Properties
EPR
$4.58B
$1.63K ﹤0.01%
28
+1
+4% +$53
KMI icon
133
Kinder Morgan
KMI
$70.1B
$1.56K ﹤0.01%
53
– –
B
134
Barrick Mining
B
$67.2B
$1.51K ﹤0.01%
72
– –
LOAN
135
Manhattan Bridge Capital
LOAN
$47.1M
$1.46K ﹤0.01%
267
+6
+2% +$31
CSCO icon
136
Cisco
CSCO
$475B
$1.44K ﹤0.01%
21
– –
CVS icon
137
CVS Health
CVS
$120B
$1.43K ﹤0.01%
21
-399
-95% -$26.2K
COP icon
138
ConocoPhillips
COP
$151B
$1.35K ﹤0.01%
+15
New +$1.35K
FHLC icon
139
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
$1.28K ﹤0.01%
20
– –
ENB icon
140
Enbridge
ENB
$113B
$1.25K ﹤0.01%
28
+1
+4% +$45
EPD icon
141
Enterprise Products Partners
EPD
$81.8B
$1.21K ﹤0.01%
39
+1
+3% +$31
VO icon
142
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.12K ﹤0.01%
16
– –
AGNC icon
143
AGNC Investment
AGNC
$12.9B
$1.06K ﹤0.01%
116
+53
+84% +$474
WPC icon
144
W.P. Carey
WPC
$15.9B
$1.03K ﹤0.01%
17
+1
+6% +$62
RXT icon
145
Rackspace Technology
RXT
$1.1B
$1.02K ﹤0.01%
800
– –
JEPI icon
146
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$979 ﹤0.01%
17
– –
NXDT
147
NexPoint Diversified Real Estate Trust
NXDT
$243M
$976 ﹤0.01%
233
+9
+4% +$34
XLE icon
148
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$973 ﹤0.01%
22
– –
IYZ icon
149
iShares US Telecommunications ETF
IYZ
$1.23B
$970 ﹤0.01%
33
+1
+3% +$27
VNQ icon
150
Vanguard Real Estate ETF
VNQ
$38.3B
$965 ﹤0.01%
11
– –
4 5
6
7 8

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Mountain Hill Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
  • Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
  • Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
  • Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
  • Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
  • Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.