We are live on ! Find out more
MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $177M
1-Year Est. Return 2.52%
This Fund
S&P 500
This Quarter Est. Return
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
+$3.47M
Cap. Flow %
2.91%
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$4.83M
2
BGC icon
BGC Group
BGC
+$1.17M
3
NMRK icon
Newmark Group
NMRK
+$944K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$716K

Top Sells

Rank Stock Value
1
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.73M
2
UBER icon
Uber
UBER
+$930K
3
NVDA icon
NVIDIA
NVDA
+$560K
4
DIS icon
Walt Disney
DIS
+$514K
5
RIVN icon
Rivian
RIVN
+$217K

Sector Composition

Rank Sector Weight
1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
151
Southern Company
SO
$106B
$962 ﹤0.01%
10
– –
MO icon
152
Altria Group
MO
$109B
$938 ﹤0.01%
16
– –
URNJ icon
153
Sprott Junior Uranium Miners ETF
URNJ
$366M
$862 ﹤0.01%
41
– –
HE icon
154
Hawaiian Electric Industries
HE
$2.05B
$797 ﹤0.01%
75
– –
ADC icon
155
Agree Realty
ADC
$9.13B
$768 ﹤0.01%
11
+1
+10% +$75
NEE icon
156
NextEra Energy
NEE
$179B
$722 ﹤0.01%
10
– –
URA icon
157
Global X Uranium ETF
URA
$6.3B
$637 ﹤0.01%
16
– –
ARCC icon
158
Ares Capital
ARCC
$14.3B
$627 ﹤0.01%
29
+1
+4% +$21
HFRO
159
Highland Opportunities and Income Fund
HFRO
$403M
$615 ﹤0.01%
118
+2
+2% +$10
SPHD icon
160
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$613 ﹤0.01%
13
– –
ARLP icon
161
Alliance Resource Partners
ARLP
$3.18B
$601 ﹤0.01%
23
+1
+5% +$26
STAG icon
162
STAG Industrial
STAG
$7.08B
$585 ﹤0.01%
16
– –
NNN icon
163
NNN REIT
NNN
$8.71B
$555 ﹤0.01%
13
– –
DDOG icon
164
Datadog
DDOG
$88.6B
$537 ﹤0.01%
+4
New +$443
OGN icon
165
Organon & Co
OGN
$3.58B
$523 ﹤0.01%
+54
New +$557
URNM icon
166
Sprott Uranium Miners ETF
URNM
$2.03B
$494 ﹤0.01%
10
– –
OCSL icon
167
Oaktree Specialty Lending
OCSL
$1.13B
$435 ﹤0.01%
32
+1
+3% +$14
ALLY icon
168
Ally Financial
ALLY
$13.4B
$396 ﹤0.01%
10
– –
OXY.WS icon
169
Occidental Petroleum Corp Warrants
OXY.WS
$34.8B
$290 ﹤0.01%
14
– –
WBD icon
170
Warner Bros
WBD
$67.9B
$275 ﹤0.01%
24
-483
-95% -$4.5K
PATH icon
171
UiPath
PATH
$8.14B
$256 ﹤0.01%
20
– –
QCOM icon
172
Qualcomm
QCOM
$171B
$251 ﹤0.01%
2
– –
CENN icon
173
Cenntro
CENN
$8.46M
$201 ﹤0.01%
4
– –
PAA icon
174
Plains All American Pipeline
PAA
$16.3B
$183 ﹤0.01%
+10
New +$175
TQQQ icon
175
ProShares UltraPro QQQ
TQQQ
$36.7B
$141 ﹤0.01%
4
– –
4 5 6
7
8

Similar funds

XWL
XXI Wealth LLC Chicago, Illinois $177M AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
CTC
Cetera Trust Company St. Paul, Minnesota $177M AUM 28.75% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
DAM
Draper Asset Management Smithtown, New York $176M AUM 37.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM

Mountain Hill Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
  • Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
  • Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
  • Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
  • Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
  • Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.