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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
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Utilities 10.57%
3 Consumer Discretionary 7.06%
4 Industrials 5.69%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OCSL icon
176
Oaktree Specialty Lending
OCSL
$1.03B
$431 ﹤0.01%
36
+1
+3% +$12
RGR icon
177
Sturm, Ruger & Co
RGR
$610M
$379 ﹤0.01%
10
– –
OXY.WS icon
178
Occidental Petroleum Corp Warrants
OXY.WS
$33.2B
$373 ﹤0.01%
14
– –
PYPL icon
179
PayPal
PYPL
$49.5B
$345 ﹤0.01%
8
-1,000
-99% -$45.5K
MAIN icon
180
Main Street Capital
MAIN
$4.97B
$279 ﹤0.01%
5
– –
DIVO icon
181
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
$244 ﹤0.01%
5
– –
PAA icon
182
Plains All American Pipeline
PAA
$17.4B
$242 ﹤0.01%
11
– –
PATH icon
183
UiPath
PATH
$5.62B
$217 ﹤0.01%
20
– –
TGT icon
184
Target
TGT
$62.1B
$153 ﹤0.01%
1
– –
INTC icon
185
Intel
INTC
$466B
$151 ﹤0.01%
1
– –
CSCO icon
186
Cisco
CSCO
$450B
$133 ﹤0.01%
1
-500
-100% -$52.3K
MPLX icon
187
MPLX
MPLX
$59.5B
$123 ﹤0.01%
2
– –
TQQQ icon
188
ProShares UltraPro QQQ
TQQQ
$31.1B
$115 ﹤0.01%
1
-2
-67% -$139
URA icon
189
Global X Uranium ETF
URA
$5.52B
$64 ﹤0.01%
1
– –
BP icon
190
BP
BP
$113B
$39 ﹤0.01%
1
– –
XBP icon
191
XBP Global Holdings
XBP
$37.4M
$39 ﹤0.01%
17
– –
DOW icon
192
Dow Inc
DOW
$21.6B
$36 ﹤0.01%
1
– –
F icon
193
Ford
F
$57.3B
$27 ﹤0.01%
2
– –
CENN icon
194
Cenntro
CENN
$8.23M
$14 ﹤0.01%
4
– –
GEO icon
195
The GEO Group
GEO
$4.13B
– –
0
– –
ADM icon
196
Archer Daniels Midland
ADM
$41.4B
– –
-315
Closed -$22.9K
AMD icon
197
Advanced Micro Devices
AMD
$851B
– –
-2,055
Closed -$418K
BATRA icon
198
Atlanta Braves Holdings Series A
BATRA
$3.53B
– –
-1
Closed -$47
BATRK icon
199
Atlanta Braves Holdings Series B
BATRK
$3.23B
– –
-2
Closed -$85
BHC icon
200
Bausch Health
BHC
$1.65B
– –
-6,000
Closed -$32.4K
5 6 7
8
9

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Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Utilities and Consumer Discretionary.

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.