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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
-4.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
+$10.4M
Cap. Flow %
10.13%
Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
52
Reduced
23
Closed
17

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$8.54M
2
UBER icon
Uber
UBER
+$6.02M
3
NVDA icon
NVIDIA
NVDA
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

Rank Stock Value
1
GM icon
General Motors
GM
+$5.31M
2
PSX icon
Phillips 66
PSX
+$4.93M
3
CVS icon
CVS Health
CVS
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYZ icon
151
iShares US Telecommunications ETF
IYZ
$1.25B
$889 ﹤0.01%
32
– –
NXDT
152
NexPoint Diversified Real Estate Trust
NXDT
$247M
$859 ﹤0.01%
224
+8
+4% +$40
HE icon
153
Hawaiian Electric Industries
HE
$2.07B
$821 ﹤0.01%
75
– –
ADC icon
154
Agree Realty
ADC
$9.17B
$803 ﹤0.01%
10
– –
NEE icon
155
NextEra Energy
NEE
$179B
$732 ﹤0.01%
10
– –
CIVI
156
DELISTED
Civitas Resources
CIVI
$716 ﹤0.01%
21
+1
+5% +$44
SPHD icon
157
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
$641 ﹤0.01%
13
– –
ARCC icon
158
Ares Capital
ARCC
$14.2B
$619 ﹤0.01%
28
+1
+4% +$23
ARLP icon
159
Alliance Resource Partners
ARLP
$3.22B
$611 ﹤0.01%
22
– –
JEPQ icon
160
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$608 ﹤0.01%
12
+1
+9% +$56
HFRO
161
Highland Opportunities and Income Fund
HFRO
$404M
$601 ﹤0.01%
116
+3
+3% +$17
AGNC icon
162
AGNC Investment
AGNC
$12.9B
$599 ﹤0.01%
63
+3
+5% +$30
URNJ icon
163
Sprott Junior Uranium Miners ETF
URNJ
$371M
$586 ﹤0.01%
41
– –
STAG icon
164
STAG Industrial
STAG
$7.09B
$576 ﹤0.01%
16
– –
NNN icon
165
NNN REIT
NNN
$8.74B
$540 ﹤0.01%
13
+1
+8% +$41
OCSL icon
166
Oaktree Specialty Lending
OCSL
$1.12B
$475 ﹤0.01%
31
+1
+3% +$16
NKE icon
167
Nike
NKE
$60.4B
$449 ﹤0.01%
7
-1,100
-99% -$81K
OXY.WS icon
168
Occidental Petroleum Corp Warrants
OXY.WS
$34.3B
$387 ﹤0.01%
14
– –
URA icon
169
Global X Uranium ETF
URA
$6.32B
$376 ﹤0.01%
16
– –
ALLY icon
170
Ally Financial
ALLY
$13.3B
$368 ﹤0.01%
10
– –
URNM icon
171
Sprott Uranium Miners ETF
URNM
$2.04B
$334 ﹤0.01%
10
– –
QCOM icon
172
Qualcomm
QCOM
$169B
$241 ﹤0.01%
2
– –
CENN icon
173
Cenntro
CENN
$8.36M
$227 ﹤0.01%
4
– –
PATH icon
174
UiPath
PATH
$7.79B
$206 ﹤0.01%
20
– –
MPLX icon
175
MPLX
MPLX
$60.8B
$106 ﹤0.01%
2
-11
-85% -$576
4 5 6
7
8

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BAM
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Mountain Hill Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Hill Investment Partners held 194 positions worth $102M, up 4.3% from $98.2M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Mountain Hill Investment Partners deployed $10.4M of net new capital in Q1 2025, opening 11 new positions and adding to 52 existing holdings. Its largest new stake was Arista Networks: 84,200 shares worth $6.52M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was General Motors, an estimated $5.31M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2025 buy was Arista Networks: 84,200 shares worth $6.52M.
  • Mountain Hill Investment Partners added most to Uber in Q1 2025, an estimated $6.02M increase.
  • Mountain Hill Investment Partners's biggest Q1 2025 reduction was General Motors, cutting an estimated $5.31M.
  • Mountain Hill Investment Partners fully exited Phillips 66 in Q1 2025, selling an estimated $4.93M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $102M portfolio in Q1 2025.
  • Mountain Hill Investment Partners opened 11 new positions and closed 17 in Q1 2025.
  • Mountain Hill Investment Partners's portfolio value rose 4.3% quarter-over-quarter to $102M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.