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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
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NXDT
151
NexPoint Diversified Real Estate Trust
NXDT
$243M
$1.21K ﹤0.01%
260
+9
+4% +$40
WPC icon
152
W.P. Carey
WPC
$15.9B
$1.17K ﹤0.01%
17
– –
HRL icon
153
Hormel Foods
HRL
$13.4B
$1.16K ﹤0.01%
51
+1
+2% +$24
MO icon
154
Altria Group
MO
$109B
$1.11K ﹤0.01%
17
– –
SO icon
155
Southern Company
SO
$106B
$1.04K ﹤0.01%
11
– –
JEPI icon
156
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$1.03K ﹤0.01%
18
– –
ARCC icon
157
Ares Capital
ARCC
$14.3B
$1.02K ﹤0.01%
56
+26
+87% +$503
VNQ icon
158
Vanguard Real Estate ETF
VNQ
$38.3B
$990 ﹤0.01%
11
-100
-90% -$9.17K
NEE icon
159
NextEra Energy
NEE
$179B
$987 ﹤0.01%
11
– –
ADC icon
160
Agree Realty
ADC
$9.13B
$818 ﹤0.01%
11
– –
SPYD icon
161
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
$787 ﹤0.01%
17
– –
RXT icon
162
Rackspace Technology
RXT
$1.11B
$784 ﹤0.01%
800
– –
MGM icon
163
MGM Resorts International
MGM
$11.1B
$740 ﹤0.01%
20
– –
MAT icon
164
Mattel
MAT
$4.29B
$727 ﹤0.01%
+50
New +$911
HFRO
165
Highland Opportunities and Income Fund
HFRO
$403M
$715 ﹤0.01%
125
+2
+2% +$12
SIRI icon
166
SiriusXM
SIRI
$9.61B
$715 ﹤0.01%
+31
New +$666
AIQ icon
167
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$701 ﹤0.01%
15
– –
ARLP icon
168
Alliance Resource Partners
ARLP
$3.18B
$682 ﹤0.01%
25
+1
+4% +$26
LYFT icon
169
Lyft
LYFT
$6.64B
$665 ﹤0.01%
+50
New +$774
SPHD icon
170
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$661 ﹤0.01%
13
– –
OXY.WS icon
171
Occidental Petroleum Corp Warrants
OXY.WS
$34.8B
$601 ﹤0.01%
14
– –
STAG icon
172
STAG Industrial
STAG
$7.08B
$595 ﹤0.01%
16
– –
COKE icon
173
Coca-Cola Consolidated
COKE
$12.1B
$575 ﹤0.01%
3
– –
SWBI icon
174
Smith & Wesson
SWBI
$638M
$573 ﹤0.01%
40
– –
LLYVK icon
175
Liberty Live Group Series C
LLYVK
$9.59B
$565 ﹤0.01%
+6
New +$540
5 6
7
8 9

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Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.