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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
+0.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$25.5M
Cap. Flow
+$24.8M
Cap. Flow %
17.75%
Top 10 Hldgs %
64.72%
Holding
233
New
13
Increased
49
Reduced
24
Closed
15

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$8.84M
2
VST icon
Vistra
VST
+$8.09M
3
GIS icon
General Mills
GIS
+$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.42M
2
VTRS icon
Viatris
VTRS
+$1.79M
3
GEO icon
The GEO Group
GEO
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

Rank Sector Weight
1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
151
Realty Income
O
$58.6B
$2.24K ﹤0.01%
40
+1
+3% +$58
VTV icon
152
Vanguard Morningstar Value ETF
VTV
$192B
$2.15K ﹤0.01%
11
– –
MCHI icon
153
iShares MSCI China ETF
MCHI
$6.27B
$2.03K ﹤0.01%
34
– –
MTB icon
154
M&T Bank
MTB
$36.4B
$2.02K ﹤0.01%
10
– –
HDV
155
iShares Core High Dividend ETF
HDV
$15B
$1.99K ﹤0.01%
80
– –
QQQJ icon
156
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
$1.92K ﹤0.01%
52
– –
QYLD icon
157
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$1.9K ﹤0.01%
107
+3
+3% +$52
JEPQ icon
158
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$1.87K ﹤0.01%
32
+1
+3% +$58
AGG icon
159
iShares Core US Aggregate Bond ETF
AGG
$137B
$1.85K ﹤0.01%
19
+1
+6% +$100
HE icon
160
Hawaiian Electric Industries
HE
$2.05B
$1.84K ﹤0.01%
150
– –
DUK icon
161
Duke Energy
DUK
$96.1B
$1.82K ﹤0.01%
16
+1
+7% +$122
LNC icon
162
Lincoln National
LNC
$8.51B
$1.78K ﹤0.01%
40
– –
KIO
163
KKR Income Opportunities Fund
KIO
$459M
$1.77K ﹤0.01%
153
+5
+3% +$59
CIVI
164
DELISTED
Civitas Resources
CIVI
$1.72K ﹤0.01%
64
+2
+3% +$58
KHC icon
165
Kraft Heinz
KHC
$29.2B
$1.55K ﹤0.01%
64
-899
-93% -$22.4K
FHLC icon
166
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
$1.5K ﹤0.01%
20
– –
KMI icon
167
Kinder Morgan
KMI
$70.1B
$1.49K ﹤0.01%
54
– –
FDX icon
168
FedEx
FDX
$76.3B
$1.45K ﹤0.01%
5
– –
EPR icon
169
EPR Properties
EPR
$4.58B
$1.44K ﹤0.01%
29
+1
+4% +$52
COP icon
170
ConocoPhillips
COP
$151B
$1.44K ﹤0.01%
15
– –
ENB icon
171
Enbridge
ENB
$113B
$1.36K ﹤0.01%
28
– –
AGNC icon
172
AGNC Investment
AGNC
$12.9B
$1.33K ﹤0.01%
124
+4
+3% +$41
LOAN
173
Manhattan Bridge Capital
LOAN
$47.1M
$1.29K ﹤0.01%
278
+6
+2% +$30
EPD icon
174
Enterprise Products Partners
EPD
$81.8B
$1.29K ﹤0.01%
40
– –
ABR icon
175
Arbor Realty Trust
ABR
$998M
$1.28K ﹤0.01%
165
+6
+4% +$59
5 6
7
8 9

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Mountain Hill Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Hill Investment Partners held 233 positions worth $140M, up 22% from $114M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Mountain Hill Investment Partners deployed $24.8M of net new capital in Q4 2025, opening 13 new positions and adding to 49 existing holdings. Its largest new stake was Everpure Inc: 105,800 shares worth $7.09M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.42M trimmed.

  • Mountain Hill Investment Partners's largest Q4 2025 buy was Everpure Inc: 105,800 shares worth $7.09M.
  • Mountain Hill Investment Partners added most to SLB Ltd in Q4 2025, an estimated $3.65M increase.
  • Mountain Hill Investment Partners's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.42M.
  • Mountain Hill Investment Partners fully exited The GEO Group in Q4 2025, selling an estimated $1.45M.
  • Mountain Hill Investment Partners's ten largest holdings make up 65% of its $140M portfolio in Q4 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 15 in Q4 2025.
  • Mountain Hill Investment Partners's portfolio value rose 22% quarter-over-quarter to $140M.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.