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
+0.9%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$25.5M
Cap. Flow
+$24.8M
Cap. Flow %
17.75%
Top 10 Hldgs %
64.72%
Holding
233
New
13
Increased
49
Reduced
24
Closed
15

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$8.84M
2
VST icon
Vistra
VST
+$8.09M
3
GIS icon
General Mills
GIS
+$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.42M
2
VTRS icon
Viatris
VTRS
+$1.79M
3
GEO icon
The GEO Group
GEO
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

Rank Sector Weight
1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWBI icon
201
Smith & Wesson
SWBI
$641M
$395 ﹤0.01%
+40
New +$386
PATH icon
202
UiPath
PATH
$7.89B
$328 ﹤0.01%
20
– –
RGR icon
203
Sturm, Ruger & Co
RGR
$600M
$327 ﹤0.01%
+10
New +$371
MAIN icon
204
Main Street Capital
MAIN
$5.46B
$312 ﹤0.01%
5
– –
QQQI icon
205
NEOS Nasdaq 100 High Income ETF
QQQI
$14B
$289 ﹤0.01%
5
– –
SPYI icon
206
NEOS S&P 500 High Income ETF
SPYI
$11.4B
$279 ﹤0.01%
5
– –
OXY.WS icon
207
Occidental Petroleum Corp Warrants
OXY.WS
$34.3B
$270 ﹤0.01%
14
– –
DIVO icon
208
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.8B
$232 ﹤0.01%
5
– –
PAA icon
209
Plains All American Pipeline
PAA
$16.3B
$188 ﹤0.01%
10
– –
TQQQ icon
210
ProShares UltraPro QQQ
TQQQ
$37.9B
$180 ﹤0.01%
3
-1
-25% -$54
CAG icon
211
Conagra Brands
CAG
$7.05B
$177 ﹤0.01%
10
– –
XBP icon
212
XBP Global Holdings
XBP
$34.4M
$116 ﹤0.01%
17
-39,412
-100% -$240K
MPLX icon
213
MPLX
MPLX
$60.6B
$112 ﹤0.01%
2
– –
TGT icon
214
Target
TGT
$69.1B
$112 ﹤0.01%
1
– –
URA icon
215
Global X Uranium ETF
URA
$6.39B
$60 ﹤0.01%
1
– –
BP icon
216
BP
BP
$110B
$36 ﹤0.01%
1
– –
CENN icon
217
Cenntro
CENN
$8.46M
$35 ﹤0.01%
4
– –
F icon
218
Ford
F
$55.5B
$25 ﹤0.01%
2
– –
GEO icon
219
The GEO Group
GEO
$4.23B
– –
-86,812
Closed -$1.45M
ANET icon
220
Arista Networks
ANET
$261B
– –
-200
Closed -$29.1K
BIIB icon
221
Biogen
BIIB
$30B
– –
-75
Closed -$10.5K
CALF icon
222
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.83B
– –
-212
Closed -$9.28K
EOG icon
223
EOG Resources
EOG
$74.7B
– –
-330
Closed -$37K
GM icon
224
General Motors
GM
$77.1B
– –
-211
Closed -$12.9K
IOVA icon
225
Iovance Biotherapeutics
IOVA
$2.94B
– –
-1,100
Closed -$2.39K
6 7 8
9
10

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
DAM
Draper Asset Management Smithtown, New York $176M AUM 37.45% 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

Mountain Hill Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Hill Investment Partners held 233 positions worth $140M, up 22% from $114M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Mountain Hill Investment Partners deployed $24.8M of net new capital in Q4 2025, opening 13 new positions and adding to 49 existing holdings. Its largest new stake was Everpure Inc: 105,800 shares worth $7.09M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.42M trimmed.

  • Mountain Hill Investment Partners's largest Q4 2025 buy was Everpure Inc: 105,800 shares worth $7.09M.
  • Mountain Hill Investment Partners added most to SLB Ltd in Q4 2025, an estimated $3.65M increase.
  • Mountain Hill Investment Partners's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.42M.
  • Mountain Hill Investment Partners fully exited The GEO Group in Q4 2025, selling an estimated $1.45M.
  • Mountain Hill Investment Partners's ten largest holdings make up 65% of its $140M portfolio in Q4 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 15 in Q4 2025.
  • Mountain Hill Investment Partners's portfolio value rose 22% quarter-over-quarter to $140M.

Based on Mountain Hill Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.