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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
+7.22%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$7.53M
Cap. Flow
+$532K
Cap. Flow %
0.3%
Top 10 Hldgs %
58.15%
Holding
220
New
15
Increased
56
Reduced
15
Closed
25

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$9.02M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.92M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.75M
4
NOW icon
ServiceNow
NOW
+$3.54M
5
AVGO icon
Broadcom
AVGO
+$3.42M

Top Sells

Rank Stock Value
1
P
Everpure Inc
P
+$9.99M
2
AAL icon
American Airlines Group
AAL
+$8.56M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
AMZN icon
Amazon
AMZN
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 24.55%
2 Utilities 10.57%
3 Consumer Discretionary 7.06%
4 Industrials 5.69%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
201
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
– –
-15,676
Closed -$7.26M
FWONA icon
202
Liberty Media Series A
FWONA
$22.3B
– –
-3
Closed -$234
FWONK icon
203
Liberty Media Series C
FWONK
$24.3B
– –
-6
Closed -$510
HFRO
204
Highland Opportunities and Income Fund
HFRO
$407M
– –
-125
Closed -$715
LBRDA icon
205
Liberty Broadband Class A
LBRDA
$4.14B
– –
-3
Closed -$151
LBRDK icon
206
Liberty Broadband Class C
LBRDK
$4.15B
– –
-6
Closed -$302
LLYVA icon
207
Liberty Live Group Series A
LLYVA
$8.8B
– –
-3
Closed -$275
LLYVK icon
208
Liberty Live Group Series C
LLYVK
$9.11B
– –
-6
Closed -$565
NJR icon
209
New Jersey Resources
NJR
$6.06B
– –
-169
Closed -$9.28K
NXDT
210
NexPoint Diversified Real Estate Trust
NXDT
$281M
– –
-260
Closed -$1.21K
PEG icon
211
Public Service Enterprise Group
PEG
$39.8B
– –
-700
Closed -$56.7K
P
212
Everpure Inc
P
$24.8B
– –
-169,200
Closed -$9.99M
SIRI icon
213
SiriusXM
SIRI
$10B
– –
-31
Closed -$715
STAG icon
214
STAG Industrial
STAG
$7.86B
– –
-16
Closed -$595
VOO icon
215
Vanguard S&P 500 ETF
VOO
$968B
– –
-7,100
Closed -$4.24M
VTI icon
216
Vanguard Total Stock Market ETF
VTI
$654B
– –
-100
Closed -$32.1K
WBD icon
217
Warner Bros
WBD
$64.6B
– –
-118
Closed -$3.24K
WPC icon
218
W.P. Carey
WPC
$17.1B
– –
-17
Closed -$1.17K
LION icon
219
Lionsgate Studios
LION
$3.88B
– –
-8
Closed -$77
GLIBK
220
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$876M
– –
-1
Closed -$37
5 6 7 8
9

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Mountain Hill Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Hill Investment Partners held 220 positions worth $177M, up 4.5% from $169M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Mountain Hill Investment Partners's Q2 2026 filing shows 15 new, 56 increased, 15 reduced and 25 closed positions. Its largest new stake was Alphabet (Google) Class C: 21,692 shares worth $7.66M. The largest sale was Everpure Inc, an estimated $9.99M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Utilities and Consumer Discretionary.

  • Mountain Hill Investment Partners's largest Q2 2026 buy was Alphabet (Google) Class C: 21,692 shares worth $7.66M.
  • Mountain Hill Investment Partners added most to Oracle in Q2 2026, an estimated $9.02M increase.
  • Mountain Hill Investment Partners's biggest Q2 2026 reduction was American Airlines Group, cutting an estimated $8.56M.
  • Mountain Hill Investment Partners fully exited Everpure Inc in Q2 2026, selling an estimated $9.99M.
  • Mountain Hill Investment Partners's ten largest holdings make up 58% of its $177M portfolio in Q2 2026.
  • Mountain Hill Investment Partners opened 15 new positions and closed 25 in Q2 2026.
  • Mountain Hill Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $177M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.