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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
-1.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
103.92%
Top 10 Holdings %
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$8.58M |
| 2 |
Ford
F
|
+$7.4M |
| 3 |
Target
TGT
|
+$6.85M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$6.73M |
| 5 |
Amazon
AMZN
|
+$6.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 21.6% |
| 2 | Energy | 14.43% |
| 3 | Technology | 9.65% |
| 4 | Consumer Staples | 6.67% |
| 5 | Healthcare | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$905B
| $8.54M | 8.69% |
+14,500
| New | +$8.58M |
|
|
2
Ford
F
$57.4B
| $6.87M | 7% |
+694,180
| New | +$7.4M |
|
|
3
Amazon
AMZN
$2.98T
| $6.66M | 6.78% |
+30,354
| New | +$6.21M |
|
|
4
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $6.48M | 6.6% |
+206,095
| New | +$6.73M |
|
|
5
Target
TGT
$66.9B
| $6.46M | 6.58% |
+47,777
| New | +$6.85M |
|
6
General Motors
GM
$78.6B
| $5.76M | 5.87% |
+108,111
| New | +$5.66M |
|
7
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
| $5.07M | 5.16% |
+133,972
| New | +$5.32M |
|
8
Walt Disney
DIS
$176B
| $5.06M | 5.15% |
+45,435
| New | +$4.77M |
|
9
SLB Ltd
SLB
$74.8B
| $4.99M | 5.08% |
+130,150
| New | +$5.46M |
|
10
Phillips 66
PSX
$82.3B
| $4.93M | 5.03% |
+43,315
| New | +$5.51M |
|
11
Western Digital
WDC
$192B
| $4.79M | 4.88% |
+106,291
| New | +$5.34M |
|
12
Chevron
CVX
$375B
| $3.95M | 4.02% |
+27,250
| New | +$4.17M |
|
13
iShares Cybersecurity and Tech ETF
IHAK
$1.09B
| $3.89M | 3.96% |
+79,720
| New | +$3.97M |
|
14
CVS Health
CVS
$125B
| $3.35M | 3.41% |
+74,620
| New | +$4.19M |
|
15
Intel
INTC
$511B
| $2.7M | 2.75% |
+134,784
| New | +$3.04M |
|
16
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $2.31M | 2.36% |
+19,912
| New | +$2.32M |
|
17
Viatris
VTRS
$20.7B
| $2.27M | 2.31% |
+182,077
| New | +$2.24M |
|
18
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
| $1.74M | 1.77% |
+7,235
| New | +$1.78M |
|
19
Rivian
RIVN
$22.4B
| $1.36M | 1.39% |
+102,500
| New | +$1.18M |
|
20
BGC Group
BGC
$5.29B
| $1.13M | 1.15% |
+125,011
| New | +$1.2M |
|
21
NVIDIA
NVDA
$5.33T
| $846K | 0.86% |
+6,302
| New | +$869K |
|
22
Goldman Sachs
GS
$315B
| $561K | 0.57% |
+979
| New | +$546K |
|
23
XBP Global Holdings
XBP
$35.2M
| $545K | 0.56% |
+50,018
| New | +$558K |
|
24
AbbVie
ABBV
$433B
| $481K | 0.49% |
+2,708
| New | +$498K |
|
25
Vodafone
VOD
$35.5B
| $413K | 0.42% |
+48,682
| New | +$443K |
|
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Mountain Hill Investment Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Mountain Hill Investment Partners, which disclosed 183 positions worth $98.2M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, followed by Energy and Technology.
- Mountain Hill Investment Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 14,500 shares worth $8.54M.
- Mountain Hill Investment Partners's ten largest holdings make up 62% of its $98.2M portfolio in Q4 2024.
- Mountain Hill Investment Partners disclosed 183 positions in Q4 2024, its first 13F filing on record.
Based on Mountain Hill Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.