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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
-1.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow %
103.92%
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.58M
2
F icon
Ford
F
+$7.4M
3
TGT icon
Target
TGT
+$6.85M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.21M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.6%
2 Energy 14.43%
3 Technology 9.65%
4 Consumer Staples 6.67%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXY.WS icon
176
Occidental Petroleum Corp Warrants
OXY.WS
$34.8B
$386 ﹤0.01%
+14
New +$401
ALLY icon
177
Ally Financial
ALLY
$13.4B
$360 ﹤0.01%
+10
New +$363
CENN icon
178
Cenntro
CENN
$8.46M
$278 ﹤0.01%
+4
New +$290
PATH icon
179
UiPath
PATH
$8.14B
$254 ﹤0.01%
+20
New +$264
QCOM icon
180
Qualcomm
QCOM
$171B
$240 ﹤0.01%
+2
New +$327
TQQQ icon
181
ProShares UltraPro QQQ
TQQQ
$36.7B
$134 ﹤0.01%
+4
New +$158
HAS icon
182
Hasbro
HAS
$13.7B
$81 ﹤0.01%
+1
New +$65
AE
183
DELISTED
Adams Resources & Energy Inc
AE
$77 ﹤0.01%
+2
New +$65
4 5 6 7
8

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Mountain Hill Investment Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Mountain Hill Investment Partners, which disclosed 183 positions worth $98.2M. Its ten largest holdings account for 62% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, followed by Energy and Technology.

  • Mountain Hill Investment Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $98.2M portfolio in Q4 2024.
  • Mountain Hill Investment Partners disclosed 183 positions in Q4 2024, its first 13F filing on record.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.