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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
B
151
Barrick Mining
B
$67.4B
$2.38K ﹤0.01%
73
+1
+1% +$25
O icon
152
Realty Income
O
$58.7B
$2.38K ﹤0.01%
39
– –
UNP icon
153
Union Pacific
UNP
$174B
$2.36K ﹤0.01%
+10
New +$2.25K
VPU
154
Vanguard Utilities ETF
VPU
$8.49B
$2.32K ﹤0.01%
12
– –
QQQM icon
155
Invesco NASDAQ 100 ETF
QQQM
$103B
$2.29K ﹤0.01%
9
– –
MCHI icon
156
iShares MSCI China ETF
MCHI
$6.23B
$2.22K ﹤0.01%
34
– –
VTV icon
157
Vanguard Morningstar Value ETF
VTV
$193B
$2.08K ﹤0.01%
11
– –
CIVI
158
DELISTED
Civitas Resources
CIVI
$2.03K ﹤0.01%
62
– –
HDV
159
iShares Core High Dividend ETF
HDV
$14.9B
$1.98K ﹤0.01%
80
– –
MTB icon
160
M&T Bank
MTB
$36.5B
$1.98K ﹤0.01%
+10
New +$1.96K
KD icon
161
Kyndryl
KD
$2.79B
$1.95K ﹤0.01%
+65
New +$2.23K
ABR icon
162
Arbor Realty Trust
ABR
$991M
$1.94K ﹤0.01%
159
+4
+3% +$47
DUK icon
163
Duke Energy
DUK
$96.1B
$1.9K ﹤0.01%
15
– –
KIO
164
KKR Income Opportunities Fund
KIO
$460M
$1.87K ﹤0.01%
148
+4
+3% +$50
QQQJ icon
165
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
$1.86K ﹤0.01%
52
– –
AGG icon
166
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.84K ﹤0.01%
18
– –
SCHD icon
167
Schwab US Dividend Equity ETF
SCHD
$107B
$1.82K ﹤0.01%
67
+1
+2% +$27
JEPQ icon
168
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$1.8K ﹤0.01%
31
– –
QYLD icon
169
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$1.77K ﹤0.01%
104
+3
+3% +$50
HE icon
170
Hawaiian Electric Industries
HE
$2.07B
$1.66K ﹤0.01%
150
+75
+100% +$854
EPR icon
171
EPR Properties
EPR
$4.62B
$1.65K ﹤0.01%
28
– –
LNC icon
172
Lincoln National
LNC
$8.45B
$1.61K ﹤0.01%
+40
New +$1.55K
KMI icon
173
Kinder Morgan
KMI
$70.3B
$1.52K ﹤0.01%
54
+1
+2% +$27
LOAN
174
Manhattan Bridge Capital
LOAN
$46.8M
$1.49K ﹤0.01%
272
+5
+2% +$27
COP icon
175
ConocoPhillips
COP
$151B
$1.44K ﹤0.01%
15
– –
5 6
7
8 9

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.