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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
BATRA icon
201
Atlanta Braves Holdings Series A
BATRA
$3.5B
$47 ﹤0.01%
+1
New +$46
GLIBK
202
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$996M
$37 ﹤0.01%
+1
New +$38
CENN icon
203
Cenntro
CENN
$8.46M
$31 ﹤0.01%
4
– –
F icon
204
Ford
F
$55.3B
$22 ﹤0.01%
2
– –
GEO icon
205
The GEO Group
GEO
$4.21B
– –
0
– –
AMAT icon
206
Applied Materials
AMAT
$437B
– –
-225
Closed -$57.8K
APD icon
207
Air Products & Chemicals
APD
$68.3B
– –
-50
Closed -$12.4K
BAC icon
208
Bank of America
BAC
$448B
– –
-600
Closed -$33K
BCX icon
209
BlackRock Resources & Commodities Strategy Trust
BCX
$970M
– –
-1,000
Closed -$11K
BIL icon
210
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
– –
-100
Closed -$9.14K
BMY icon
211
Bristol-Myers Squibb
BMY
$130B
– –
-200
Closed -$10.8K
BTO
212
John Hancock Financial Opportunities Fund
BTO
$818M
– –
-300
Closed -$10.5K
BTT icon
213
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
– –
-800
Closed -$18.3K
BUD icon
214
AB InBev
BUD
$156B
– –
-50
Closed -$3.2K
CIVI
215
DELISTED
Civitas Resources
CIVI
– –
-64
Closed -$1.72K
CLX icon
216
Clorox
CLX
$12.8B
– –
-1,200
Closed -$121K
CTVA icon
217
Corteva
CTVA
$50.5B
– –
-100
Closed -$6.7K
CVS icon
218
CVS Health
CVS
$120B
– –
-121
Closed -$9.61K
DD icon
219
DuPont de Nemours
DD
$19.5B
– –
-33
Closed -$4.02K
EMR icon
220
Emerson Electric
EMR
$92.1B
– –
-100
Closed -$13.3K
FANG icon
221
Diamondback Energy
FANG
$56.4B
– –
-3,500
Closed -$526K
FDX icon
222
FedEx
FDX
$76.8B
– –
-5
Closed -$1.45K
FE icon
223
FirstEnergy
FE
$27.1B
– –
-400
Closed -$17.9K
GILD icon
224
Gilead Sciences
GILD
$168B
– –
-200
Closed -$24.5K
GLNG icon
225
Golar LNG
GLNG
$5.22B
– –
-13,662
Closed -$508K
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.