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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
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
(+16%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
2.91%
Top 10 Holdings %
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
P
Everpure Inc
P
|
+$4.83M |
| 2 |
BGC Group
BGC
|
+$1.17M |
| 3 |
Newmark Group
NMRK
|
+$944K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$768K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$716K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Cybersecurity and Tech ETF
IHAK
|
+$3.73M |
| 2 |
Uber
UBER
|
+$930K |
| 3 |
NVIDIA
NVDA
|
+$560K |
| 4 |
Walt Disney
DIS
|
+$514K |
| 5 |
Rivian
RIVN
|
+$217K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 38.88% |
| 2 | Consumer Discretionary | 13.28% |
| 3 | Energy | 4.61% |
| 4 | Consumer Staples | 3.91% |
| 5 | Financials | 3.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hasbro
HAS
$13.7B
| $109 | ﹤0.01% |
1
| – | – |
|
177
MPLX
MPLX
$60.1B
| $104 | ﹤0.01% |
2
| – | – |
|
178
AllianceBernstein
AB
$3.46B
| – | – |
-1,000
| Closed | -$38.3K |
|
179
Chewy
CHWY
$9.2B
| – | – |
-160
| Closed | -$5.2K |
|
180
Deckers Outdoor
DECK
$12.8B
| – | – |
-300
| Closed | -$33.5K |
|
|
ETV
181
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.78B
| – | – |
-4,565
| Closed | -$60.3K |
|
182
Alphabet (Google) Class C
GOOG
$4.19T
| – | – |
-113
| Closed | -$17.7K |
|
183
Hagerty
HGTY
$1.3B
| – | – |
-800
| Closed | -$7.23K |
|
|
184
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
| – | – |
-79,320
| Closed | -$3.73M |
|
185
Mondelez International
MDLZ
$78.9B
| – | – |
-354
| Closed | -$24K |
|
186
Newmont
NEM
$124B
| – | – |
-300
| Closed | -$14.5K |
|
187
NetEase
NTES
$81.9B
| – | – |
-10
| Closed | -$1.07K |
|
|
PARA
188
DELISTED
Paramount Global Class B
PARA
| – | – |
-3,000
| Closed | -$35.9K |
|
189
Star Bulk Carriers
SBLK
$3.09B
| – | – |
-5,000
| Closed | -$77.8K |
|
190
Starbucks
SBUX
$122B
| – | – |
-200
| Closed | -$19.6K |
|
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Mountain Hill Investment Partners's Q2 2025 Portfolio in Review
As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.
By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.
- Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
- Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
- Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
- Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
- Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
- Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
- Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.
Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.