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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
+2.89%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$5M
Cap. Flow
-$13.2M
Cap. Flow %
-11.57%
Top 10 Hldgs %
67.48%
Holding
234
New
57
Increased
49
Reduced
27
Closed
14

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$10.9M
2
UPS icon
United Parcel Service
UPS
+$8.5M
3
AMCR icon
Amcor
AMCR
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$10.7M
2
F icon
Ford
F
+$8.19M
3
AMD icon
Advanced Micro Devices
AMD
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
176
Enbridge
ENB
$113B
$1.42K ﹤0.01%
28
– –
FHLC icon
177
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
$1.34K ﹤0.01%
20
– –
EPD icon
178
Enterprise Products Partners
EPD
$81.7B
$1.24K ﹤0.01%
40
+1
+3% +$32
FDX icon
179
FedEx
FDX
$76.1B
$1.18K ﹤0.01%
+5
New +$1.15K
AGNC icon
180
AGNC Investment
AGNC
$12.9B
$1.18K ﹤0.01%
120
+4
+3% +$39
VO icon
181
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$1.18K ﹤0.01%
16
– –
WPC icon
182
W.P. Carey
WPC
$16B
$1.13K ﹤0.01%
17
– –
RXT icon
183
Rackspace Technology
RXT
$1.14B
$1.13K ﹤0.01%
800
– –
MO icon
184
Altria Group
MO
$108B
$1.08K ﹤0.01%
16
– –
IYZ icon
185
iShares US Telecommunications ETF
IYZ
$1.25B
$1.06K ﹤0.01%
33
– –
XLE icon
186
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$1.03K ﹤0.01%
24
+2
+9% +$88
JEPI icon
187
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$1K ﹤0.01%
18
+1
+6% +$57
SO icon
188
Southern Company
SO
$106B
$1K ﹤0.01%
11
+1
+10% +$93
AIPI
189
REX AI Equity Premium Income ETF
AIPI
$430M
$892 ﹤0.01%
+21
New +$896
NXDT
190
NexPoint Diversified Real Estate Trust
NXDT
$247M
$891 ﹤0.01%
242
+9
+4% +$38
NEE icon
191
NextEra Energy
NEE
$179B
$792 ﹤0.01%
10
– –
HFRO
192
Highland Opportunities and Income Fund
HFRO
$404M
$765 ﹤0.01%
121
+3
+3% +$18
SPYD icon
193
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.65B
$760 ﹤0.01%
+17
New +$745
ADC icon
194
Agree Realty
ADC
$9.16B
$755 ﹤0.01%
11
– –
HRL icon
195
Hormel Foods
HRL
$13.2B
$742 ﹤0.01%
+30
New +$831
AIQ icon
196
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$741 ﹤0.01%
+15
New +$683
SPHD icon
197
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
$643 ﹤0.01%
13
– –
ARCC icon
198
Ares Capital
ARCC
$14.2B
$597 ﹤0.01%
29
– –
ARLP icon
199
Alliance Resource Partners
ARLP
$3.22B
$595 ﹤0.01%
24
+1
+4% +$25
STAG icon
200
STAG Industrial
STAG
$7.09B
$575 ﹤0.01%
16
– –
6 7
8
9 10

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Mountain Hill Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Hill Investment Partners held 234 positions worth $114M, down 4.2% from $119M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Mountain Hill Investment Partners withdrew a net $13.2M in Q3 2025, closing 14 positions and reducing 27 holdings. Its most notable exit was Uber, an estimated $6.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Mountain Hill Investment Partners opened a new position in Amcor worth $5.74M.

  • Mountain Hill Investment Partners's largest Q3 2025 buy was Amcor: 140,264 shares worth $5.74M.
  • Mountain Hill Investment Partners added most to Fidelity Total Bond ETF in Q3 2025, an estimated $10.9M increase.
  • Mountain Hill Investment Partners's biggest Q3 2025 reduction was Arista Networks, cutting an estimated $10.7M.
  • Mountain Hill Investment Partners fully exited Uber in Q3 2025, selling an estimated $6.83M.
  • Mountain Hill Investment Partners's ten largest holdings make up 67% of its $114M portfolio in Q3 2025.
  • Mountain Hill Investment Partners opened 57 new positions and closed 14 in Q3 2025.
  • Mountain Hill Investment Partners's portfolio value fell 4.2% quarter-over-quarter to $114M.

Based on Mountain Hill Investment Partners's 13F filing for Q3 2025, filed 27 Oct 2025.