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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
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Utilities 10.57%
3 Consumer Discretionary 7.06%
4 Industrials 5.69%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOAN
151
Manhattan Bridge Capital
LOAN
$45.4M
$1.32K ﹤0.01%
292
+7
+2% +$31
MRK icon
152
Merck
MRK
$324B
$1.32K ﹤0.01%
10
– –
MO icon
153
Altria Group
MO
$122B
$1.23K ﹤0.01%
17
– –
VNQ icon
154
Vanguard Real Estate ETF
VNQ
$39.9B
$1.09K ﹤0.01%
11
– –
ARCC icon
155
Ares Capital
ARCC
$13.5B
$1.07K ﹤0.01%
58
+2
+4% +$37
JEPI icon
156
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$1.05K ﹤0.01%
19
+1
+6% +$56
SO icon
157
Southern Company
SO
$110B
$1.04K ﹤0.01%
11
– –
AIQ icon
158
Global X Artificial Intelligence & Technology ETF
AIQ
$9.23B
$985 ﹤0.01%
15
– –
MGM icon
159
MGM Resorts International
MGM
$11.7B
$956 ﹤0.01%
20
– –
ABR icon
160
Arbor Realty Trust
ABR
$960M
$955 ﹤0.01%
176
+5
+3% +$32
NEE icon
161
NextEra Energy
NEE
$187B
$940 ﹤0.01%
11
– –
ADC icon
162
Agree Realty
ADC
$9.68B
$830 ﹤0.01%
11
– –
SPYD icon
163
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
$824 ﹤0.01%
17
– –
DRAM
164
Roundhill Memory ETF
DRAM
$23.1B
$739 ﹤0.01%
+10
New +$521
LYFT icon
165
Lyft
LYFT
$5.39B
$731 ﹤0.01%
50
– –
SPHD icon
166
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.36B
$686 ﹤0.01%
13
– –
FLKR icon
167
Franklin FTSE South Korea ETF
FLKR
$1.18B
$661 ﹤0.01%
+10
New +$572
NNN icon
168
NNN REIT
NNN
$9.39B
$632 ﹤0.01%
14
+1
+8% +$45
QQQI icon
169
NEOS Nasdaq 100 High Income ETF
QQQI
$12.6B
$628 ﹤0.01%
11
– –
NKE icon
170
Nike
NKE
$61.9B
$616 ﹤0.01%
15
-1,085
-99% -$47.7K
ARLP icon
171
Alliance Resource Partners
ARLP
$3.18B
$606 ﹤0.01%
25
– –
SWBI icon
172
Smith & Wesson
SWBI
$655M
$602 ﹤0.01%
40
– –
SPYI icon
173
NEOS S&P 500 High Income ETF
SPYI
$10.4B
$579 ﹤0.01%
11
– –
COKE icon
174
Coca-Cola Consolidated
COKE
$12.3B
$573 ﹤0.01%
3
– –
ISPY icon
175
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$503 ﹤0.01%
10
– –
5 6
7
8 9

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Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Utilities and Consumer Discretionary.

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.