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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
+0.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$25.5M
Cap. Flow
+$24.8M
Cap. Flow %
17.75%
Top 10 Hldgs %
64.72%
Holding
233
New
13
Increased
49
Reduced
24
Closed
15

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$8.84M
2
VST icon
Vistra
VST
+$8.09M
3
GIS icon
General Mills
GIS
+$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.42M
2
VTRS icon
Viatris
VTRS
+$1.79M
3
GEO icon
The GEO Group
GEO
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

Rank Sector Weight
1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARTY
126
iShares Future AI & Tech ETF
ARTY
$3.83B
$8.24K 0.01%
+171
New +$8.24K
NJR icon
127
New Jersey Resources
NJR
$5.55B
$7.79K 0.01%
+169
New +$7.81K
CTVA icon
128
Corteva
CTVA
$50.9B
$6.7K ﹤0.01%
100
– –
DVN icon
129
Devon Energy
DVN
$49.9B
$6.6K ﹤0.01%
180
+1
+0.6% +$35
MOS icon
130
The Mosaic Company
MOS
$7.34B
$6.02K ﹤0.01%
250
– –
WMB icon
131
Williams Companies
WMB
$88.4B
$6.01K ﹤0.01%
100
– –
VMC icon
132
Vulcan Materials
VMC
$37.3B
$5.7K ﹤0.01%
20
– –
OXY icon
133
Occidental Petroleum
OXY
$59B
$5.21K ﹤0.01%
127
+1
+0.8% +$42
LYB icon
134
LyondellBasell Industries
LYB
$20.7B
$4.33K ﹤0.01%
100
– –
IYE icon
135
iShares US Energy ETF
IYE
$1.79B
$4.26K ﹤0.01%
90
+1
+1% +$47
Q
136
Qnity Electronics Inc
Q
$28.9B
$4.08K ﹤0.01%
+50
New +$4.25K
BND icon
137
Vanguard Total Bond Market
BND
$161B
$4.06K ﹤0.01%
55
+1
+2% +$74
TSLA icon
138
Tesla
TSLA
$1.31T
$4.05K ﹤0.01%
9
– –
DD icon
139
DuPont de Nemours
DD
$19.5B
$4.02K ﹤0.01%
33
-47
-59% -$5.29K
IEFA icon
140
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.38K ﹤0.01%
38
+1
+3% +$88
MDT icon
141
Medtronic
MDT
$116B
$3.36K ﹤0.01%
35
– –
UNH icon
142
UnitedHealth
UNH
$361B
$3.3K ﹤0.01%
10
– –
BUD icon
143
AB InBev
BUD
$159B
$3.2K ﹤0.01%
50
– –
B
144
Barrick Mining
B
$66B
$3.18K ﹤0.01%
73
– –
CHRD icon
145
Chord Energy
CHRD
$7.62B
$2.95K ﹤0.01%
32
+1
+3% +$93
PRU icon
146
Prudential Financial
PRU
$42.2B
$2.82K ﹤0.01%
25
– –
MPWR icon
147
Monolithic Power Systems
MPWR
$68.9B
$2.72K ﹤0.01%
3
– –
QQQM icon
148
Invesco NASDAQ 100 ETF
QQQM
$102B
$2.35K ﹤0.01%
9
– –
UNP icon
149
Union Pacific
UNP
$174B
$2.31K ﹤0.01%
10
– –
VPU
150
Vanguard Utilities ETF
VPU
$8.44B
$2.28K ﹤0.01%
12
– –
4 5
6
7 8

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Mountain Hill Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Hill Investment Partners held 233 positions worth $140M, up 22% from $114M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Mountain Hill Investment Partners deployed $24.8M of net new capital in Q4 2025, opening 13 new positions and adding to 49 existing holdings. Its largest new stake was Everpure Inc: 105,800 shares worth $7.09M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.42M trimmed.

  • Mountain Hill Investment Partners's largest Q4 2025 buy was Everpure Inc: 105,800 shares worth $7.09M.
  • Mountain Hill Investment Partners added most to SLB Ltd in Q4 2025, an estimated $3.65M increase.
  • Mountain Hill Investment Partners's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.42M.
  • Mountain Hill Investment Partners fully exited The GEO Group in Q4 2025, selling an estimated $1.45M.
  • Mountain Hill Investment Partners's ten largest holdings make up 65% of its $140M portfolio in Q4 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 15 in Q4 2025.
  • Mountain Hill Investment Partners's portfolio value rose 22% quarter-over-quarter to $140M.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.