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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
-1.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow %
103.92%
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.58M
2
F icon
Ford
F
+$7.4M
3
TGT icon
Target
TGT
+$6.85M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.21M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.6%
2 Energy 14.43%
3 Technology 9.65%
4 Consumer Staples 6.67%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
151
Vanguard Real Estate ETF
VNQ
$38.4B
$947 ﹤0.01%
+11
New +$1.04K
CIVI
152
DELISTED
Civitas Resources
CIVI
$928 ﹤0.01%
+20
New +$996
NTES icon
153
NetEase
NTES
$79.1B
$918 ﹤0.01%
+10
New +$876
WPC icon
154
W.P. Carey
WPC
$16B
$873 ﹤0.01%
+16
New +$912
IYZ icon
155
iShares US Telecommunications ETF
IYZ
$1.25B
$865 ﹤0.01%
+32
New +$854
SO icon
156
Southern Company
SO
$106B
$849 ﹤0.01%
+10
New +$877
MO icon
157
Altria Group
MO
$108B
$806 ﹤0.01%
+15
New +$799
URNJ icon
158
Sprott Junior Uranium Miners ETF
URNJ
$373M
$758 ﹤0.01%
+41
New +$927
NEE icon
159
NextEra Energy
NEE
$179B
$735 ﹤0.01%
+10
New +$777
HE icon
160
Hawaiian Electric Industries
HE
$2.08B
$730 ﹤0.01%
+75
New +$758
ADC icon
161
Agree Realty
ADC
$9.14B
$725 ﹤0.01%
+10
New +$744
TMUS icon
162
T-Mobile US
TMUS
$191B
$675 ﹤0.01%
+3
New +$682
JEPQ icon
163
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$646 ﹤0.01%
+11
New +$618
SPHD icon
164
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
$611 ﹤0.01%
+13
New +$650
MPLX icon
165
MPLX
MPLX
$60.3B
$610 ﹤0.01%
+13
New +$605
ARCC icon
166
Ares Capital
ARCC
$14.3B
$599 ﹤0.01%
+27
New +$583
HFRO
167
Highland Opportunities and Income Fund
HFRO
$402M
$587 ﹤0.01%
+113
New +$640
ARLP icon
168
Alliance Resource Partners
ARLP
$3.19B
$574 ﹤0.01%
+22
New +$576
AGNC icon
169
AGNC Investment
AGNC
$13B
$555 ﹤0.01%
+60
New +$585
STAG icon
170
STAG Industrial
STAG
$7.09B
$533 ﹤0.01%
+16
New +$585
NNN icon
171
NNN REIT
NNN
$8.73B
$510 ﹤0.01%
+12
New +$531
OCSL icon
172
Oaktree Specialty Lending
OCSL
$1.13B
$458 ﹤0.01%
+30
New +$481
URA icon
173
Global X Uranium ETF
URA
$6.33B
$429 ﹤0.01%
+16
New +$489
BABA icon
174
Alibaba
BABA
$300B
$422 ﹤0.01%
+5
New +$472
URNM icon
175
Sprott Uranium Miners ETF
URNM
$2.04B
$415 ﹤0.01%
+10
New +$466
4 5 6
7
8

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Mountain Hill Investment Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Mountain Hill Investment Partners, which disclosed 183 positions worth $98.2M. Its ten largest holdings account for 62% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, followed by Energy and Technology.

  • Mountain Hill Investment Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $98.2M portfolio in Q4 2024.
  • Mountain Hill Investment Partners disclosed 183 positions in Q4 2024, its first 13F filing on record.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.