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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HQH
126
abrdn Healthcare Investors
HQH
$1.35B
$9.23K 0.01%
+500
New +$8.17K
BIL icon
127
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$9.18K 0.01%
+100
New +$9.16K
CVS icon
128
CVS Health
CVS
$120B
$9.11K 0.01%
121
+100
+476% +$6.85K
BMY icon
129
Bristol-Myers Squibb
BMY
$130B
$9.02K 0.01%
+200
New +$9.34K
MOS icon
130
The Mosaic Company
MOS
$7.17B
$8.67K 0.01%
+250
New +$8.61K
VCIT icon
131
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
$8.41K 0.01%
+100
New +$8.32K
K
132
DELISTED
Kellanova
K
$8.2K 0.01%
+100
New +$7.96K
DD icon
133
DuPont de Nemours
DD
$19.3B
$7.79K 0.01%
+80
New +$7.54K
CTVA icon
134
Corteva
CTVA
$50.2B
$6.76K 0.01%
+100
New +$7.25K
WMB icon
135
Williams Companies
WMB
$90B
$6.33K 0.01%
+100
New +$5.87K
DVN icon
136
Devon Energy
DVN
$49.5B
$6.28K 0.01%
179
+1
+0.6% +$34
VMC icon
137
Vulcan Materials
VMC
$36.4B
$6.15K 0.01%
+20
New +$5.68K
OXY icon
138
Occidental Petroleum
OXY
$58.5B
$5.95K 0.01%
126
+1
+0.8% +$45
LYB icon
139
LyondellBasell Industries
LYB
$20.4B
$4.9K ﹤0.01%
100
-285
-74% -$16.1K
IYE icon
140
iShares US Energy ETF
IYE
$1.79B
$4.23K ﹤0.01%
89
+1
+1% +$47
BND icon
141
Vanguard Total Bond Market
BND
$161B
$4.02K ﹤0.01%
54
– –
TSLA icon
142
Tesla
TSLA
$1.29T
$4K ﹤0.01%
9
– –
UNH icon
143
UnitedHealth
UNH
$363B
$3.45K ﹤0.01%
10
– –
MDT icon
144
Medtronic
MDT
$115B
$3.33K ﹤0.01%
+35
New +$3.22K
IEFA icon
145
iShares Core MSCI EAFE ETF
IEFA
$196B
$3.24K ﹤0.01%
37
– –
CHRD icon
146
Chord Energy
CHRD
$7.58B
$3.12K ﹤0.01%
31
– –
BUD icon
147
AB InBev
BUD
$156B
$2.98K ﹤0.01%
+50
New +$3.15K
MPWR icon
148
Monolithic Power Systems
MPWR
$70.3B
$2.76K ﹤0.01%
+3
New +$2.43K
PRU icon
149
Prudential Financial
PRU
$42.2B
$2.59K ﹤0.01%
+25
New +$2.63K
IOVA icon
150
Iovance Biotherapeutics
IOVA
$2.97B
$2.39K ﹤0.01%
1,100
– –
4 5
6
7 8

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.