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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
-7.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
+$39M
Cap. Flow %
23.1%
Top 10 Hldgs %
57.36%
Holding
250
New
31
Increased
50
Reduced
27
Closed
45

Top Buys

Rank Stock Value
1
AAL icon
American Airlines Group
AAL
+$8.51M
2
CEG icon
Constellation Energy
CEG
+$7.84M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$8.85M
2
DOW icon
Dow Inc
DOW
+$7.91M
3
INTC icon
Intel
INTC
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NNN icon
176
NNN REIT
NNN
$8.72B
$563 ﹤0.01%
13
– –
QQQI icon
177
NEOS Nasdaq 100 High Income ETF
QQQI
$14B
$531 ﹤0.01%
11
+6
+120% +$316
SPYI icon
178
NEOS S&P 500 High Income ETF
SPYI
$11.4B
$522 ﹤0.01%
11
+6
+120% +$311
FWONK icon
179
Liberty Media Series C
FWONK
$25.8B
$510 ﹤0.01%
+6
New +$524
ISPY icon
180
ProShares S&P 500 High Income ETF
ISPY
$1.26B
$445 ﹤0.01%
10
– –
RGR icon
181
Sturm, Ruger & Co
RGR
$600M
$401 ﹤0.01%
10
– –
OCSL icon
182
Oaktree Specialty Lending
OCSL
$1.12B
$396 ﹤0.01%
35
+1
+3% +$12
LBRDK icon
183
Liberty Broadband Class C
LBRDK
$5.12B
$302 ﹤0.01%
+6
New +$303
MAIN icon
184
Main Street Capital
MAIN
$5.46B
$279 ﹤0.01%
5
– –
LLYVA icon
185
Liberty Live Group Series A
LLYVA
$9.32B
$275 ﹤0.01%
+3
New +$263
PAA icon
186
Plains All American Pipeline
PAA
$16.3B
$238 ﹤0.01%
11
+1
+10% +$20
DIVO icon
187
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.8B
$237 ﹤0.01%
5
– –
FWONA icon
188
Liberty Media Series A
FWONA
$23.7B
$234 ﹤0.01%
+3
New +$240
PATH icon
189
UiPath
PATH
$7.89B
$222 ﹤0.01%
20
– –
LBRDA icon
190
Liberty Broadband Class A
LBRDA
$5.13B
$151 ﹤0.01%
+3
New +$151
TQQQ icon
191
ProShares UltraPro QQQ
TQQQ
$37.8B
$143 ﹤0.01%
3
– –
TGT icon
192
Target
TGT
$69.2B
$140 ﹤0.01%
1
– –
MPLX icon
193
MPLX
MPLX
$60.5B
$122 ﹤0.01%
2
– –
BATRK icon
194
Atlanta Braves Holdings Series B
BATRK
$3.27B
$85 ﹤0.01%
+2
New +$83
LION icon
195
Lionsgate Studios
LION
$3.55B
$77 ﹤0.01%
+8
New +$74
XBP icon
196
XBP Global Holdings
XBP
$34.4M
$75 ﹤0.01%
17
– –
URA icon
197
Global X Uranium ETF
URA
$6.38B
$71 ﹤0.01%
1
– –
DOW icon
198
Dow Inc
DOW
$22.3B
$54 ﹤0.01%
1
-249,369
-100% -$7.91M
BP icon
199
BP
BP
$110B
$49 ﹤0.01%
1
– –
INTC icon
200
Intel
INTC
$516B
$48 ﹤0.01%
1
-139,400
-100% -$6.39M
6 7
8
9 10

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Mountain Hill Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mountain Hill Investment Partners held 250 positions worth $169M, up 21% from $140M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Mountain Hill Investment Partners deployed $39M of net new capital in Q1 2026, opening 31 new positions and adding to 50 existing holdings. Its largest new stake was Constellation Energy: 25,785 shares worth $7.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Dow Inc, an estimated $7.91M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2026 buy was Constellation Energy: 25,785 shares worth $7.2M.
  • Mountain Hill Investment Partners added most to American Airlines Group in Q1 2026, an estimated $8.51M increase.
  • Mountain Hill Investment Partners's biggest Q1 2026 reduction was Dow Inc, cutting an estimated $7.91M.
  • Mountain Hill Investment Partners fully exited SLB Ltd in Q1 2026, selling an estimated $8.85M.
  • Mountain Hill Investment Partners's ten largest holdings make up 57% of its $169M portfolio in Q1 2026.
  • Mountain Hill Investment Partners opened 31 new positions and closed 45 in Q1 2026.
  • Mountain Hill Investment Partners's portfolio value rose 21% quarter-over-quarter to $169M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.