We are live on ! Find out more
MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $177M
1-Year Est. Return 2.52%
This Fund
S&P 500
This Quarter Est. Return
-4.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
+$10.4M
Cap. Flow %
10.13%
Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
52
Reduced
23
Closed
17

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$8.54M
2
UBER icon
Uber
UBER
+$6.02M
3
NVDA icon
NVIDIA
NVDA
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

Rank Stock Value
1
GM icon
General Motors
GM
+$5.31M
2
PSX icon
Phillips 66
PSX
+$4.93M
3
CVS icon
CVS Health
CVS
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TQQQ icon
176
ProShares UltraPro QQQ
TQQQ
$37.6B
$97 ﹤0.01%
4
– –
HAS icon
177
Hasbro
HAS
$13.5B
$90 ﹤0.01%
1
– –
BABA icon
178
Alibaba
BABA
$298B
– –
-5
Closed -$422
DVY icon
179
iShares Select Dividend ETF
DVY
$23.6B
– –
-148
Closed -$19.4K
EFA icon
180
iShares MSCI EAFE ETF
EFA
$80.2B
– –
-894
Closed -$67.6K
ICE icon
181
Intercontinental Exchange
ICE
$84.8B
– –
-300
Closed -$44.7K
IEDI icon
182
iShares US Consumer Focused ETF
IEDI
$28.5M
– –
-600
Closed -$32.1K
IVW icon
183
iShares S&P 500 Growth ETF
IVW
$77.4B
– –
-273
Closed -$27.7K
CALY
184
Callaway Golf Company
CALY
$2.98B
– –
-3,000
Closed -$23.6K
NJR icon
185
New Jersey Resources
NJR
$5.57B
– –
-296
Closed -$13.8K
NOBL icon
186
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
– –
-526
Closed -$26.2K
PSX icon
187
Phillips 66
PSX
$89.4B
– –
-43,315
Closed -$4.93M
TMUS icon
188
T-Mobile US
TMUS
$191B
– –
-3
Closed -$675
UGI icon
189
UGI
UGI
$7.47B
– –
-4,000
Closed -$113K
VUG icon
190
Vanguard Morningstar Growth ETF
VUG
$229B
– –
-312
Closed -$21.3K
VYMI icon
191
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
– –
-69
Closed -$4.68K
WES icon
192
Western Midstream Partners
WES
$20.1B
– –
-194
Closed -$7.46K
BTX
193
BlackRock Technology and Private Equity Term Trust
BTX
$1.02B
– –
-3,000
Closed -$22.3K
AE
194
DELISTED
Adams Resources & Energy Inc
AE
– –
-2
Closed -$77
4 5 6 7
8

Similar funds

XWL
XXI Wealth LLC Chicago, Illinois $177M AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
CTC
Cetera Trust Company St. Paul, Minnesota $177M AUM 28.75% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
BAM
Boyar Asset Management New York $176M AUM 20.04% 1-Year Est. Return

Mountain Hill Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Hill Investment Partners held 194 positions worth $102M, up 4.3% from $98.2M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Mountain Hill Investment Partners deployed $10.4M of net new capital in Q1 2025, opening 11 new positions and adding to 52 existing holdings. Its largest new stake was Arista Networks: 84,200 shares worth $6.52M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was General Motors, an estimated $5.31M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2025 buy was Arista Networks: 84,200 shares worth $6.52M.
  • Mountain Hill Investment Partners added most to Uber in Q1 2025, an estimated $6.02M increase.
  • Mountain Hill Investment Partners's biggest Q1 2025 reduction was General Motors, cutting an estimated $5.31M.
  • Mountain Hill Investment Partners fully exited Phillips 66 in Q1 2025, selling an estimated $4.93M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $102M portfolio in Q1 2025.
  • Mountain Hill Investment Partners opened 11 new positions and closed 17 in Q1 2025.
  • Mountain Hill Investment Partners's portfolio value rose 4.3% quarter-over-quarter to $102M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.