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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
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VPU
126
Vanguard Utilities ETF
VPU
$8.44B
$2.46K ﹤0.01%
12
– –
HDV
127
iShares Core High Dividend ETF
HDV
$15B
$2.23K ﹤0.01%
80
– –
HE icon
128
Hawaiian Electric Industries
HE
$2.05B
$2.23K ﹤0.01%
150
– –
VTV icon
129
Vanguard Morningstar Value ETF
VTV
$192B
$2.22K ﹤0.01%
11
– –
QQQM icon
130
Invesco NASDAQ 100 ETF
QQQM
$102B
$2.21K ﹤0.01%
9
– –
DUK icon
131
Duke Energy
DUK
$96.1B
$2.05K ﹤0.01%
16
– –
COP icon
132
ConocoPhillips
COP
$151B
$2.04K ﹤0.01%
15
– –
KHC icon
133
Kraft Heinz
KHC
$29.2B
$1.92K ﹤0.01%
86
+22
+34% +$517
QYLD icon
134
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$1.9K ﹤0.01%
111
+4
+4% +$70
MCHI icon
135
iShares MSCI China ETF
MCHI
$6.27B
$1.9K ﹤0.01%
34
– –
QQQJ icon
136
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
$1.89K ﹤0.01%
52
– –
AGG icon
137
iShares Core US Aggregate Bond ETF
AGG
$137B
$1.85K ﹤0.01%
19
– –
KMI icon
138
Kinder Morgan
KMI
$70.1B
$1.84K ﹤0.01%
55
+1
+2% +$31
JEPQ icon
139
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$1.83K ﹤0.01%
33
+1
+3% +$58
KIO
140
KKR Income Opportunities Fund
KIO
$459M
$1.74K ﹤0.01%
158
+5
+3% +$57
AIPI
141
REX AI Equity Premium Income ETF
AIPI
$430M
$1.56K ﹤0.01%
47
+24
+104% +$891
ENB icon
142
Enbridge
ENB
$113B
$1.56K ﹤0.01%
29
+1
+4% +$51
EPD icon
143
Enterprise Products Partners
EPD
$81.8B
$1.55K ﹤0.01%
41
+1
+3% +$35
EPR icon
144
EPR Properties
EPR
$4.58B
$1.46K ﹤0.01%
29
– –
FHLC icon
145
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
$1.42K ﹤0.01%
20
– –
ABR icon
146
Arbor Realty Trust
ABR
$998M
$1.32K ﹤0.01%
171
+6
+4% +$47
IYZ icon
147
iShares US Telecommunications ETF
IYZ
$1.23B
$1.3K ﹤0.01%
33
– –
AGNC icon
148
AGNC Investment
AGNC
$12.9B
$1.29K ﹤0.01%
128
+4
+3% +$44
LOAN
149
Manhattan Bridge Capital
LOAN
$47.1M
$1.27K ﹤0.01%
285
+7
+3% +$31
MRK icon
150
Merck
MRK
$322B
$1.22K ﹤0.01%
10
-547
-98% -$63.2K
4 5
6
7 8

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Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.