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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
-4.39%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
+$10.4M
Cap. Flow %
10.13%
Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
52
Reduced
23
Closed
17

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$8.54M
2
UBER icon
Uber
UBER
+$6.02M
3
NVDA icon
NVIDIA
NVDA
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

Rank Stock Value
1
GM icon
General Motors
GM
+$5.31M
2
PSX icon
Phillips 66
PSX
+$4.93M
3
CVS icon
CVS Health
CVS
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$897B
$8.51M 8.31%
15,143
+643
+4% +$380K
F icon
2
Ford
F
$55B
$7.17M 7%
714,583
+20,403
+3% +$199K
AMZN icon
3
Amazon
AMZN
$2.94T
$6.62M 6.47%
34,819
+4,465
+15% +$969K
ANET icon
4
Arista Networks
ANET
$242B
$6.52M 6.37%
+84,200
New +$8.54M
PFF icon
5
iShares Preferred and Income Securities ETF
PFF
$13.2B
$6.45M 6.31%
210,049
+3,954
+2% +$125K
UBER icon
6
Uber
UBER
$143B
$6.16M 6.01%
84,500
+83,500
+8,350% +$6.02M
NVDA icon
7
NVIDIA
NVDA
$5.3T
$5.78M 5.64%
53,312
+47,010
+746% +$5.96M
SLB icon
8
SLB Ltd
SLB
$76.5B
$5.48M 5.35%
131,050
+900
+0.7% +$36.9K
XLU icon
9
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$5.37M 5.24%
136,172
+2,200
+2% +$86K
XLF icon
10
State Street Financial Select Sector SPDR ETF
XLF
$58.4B
$5.15M 5.03%
+103,300
New +$5.18M
TGT icon
11
Target
TGT
$66.8B
$4.9M 4.79%
46,978
-799
-2% -$99.9K
AMD icon
12
Advanced Micro Devices
AMD
$798B
$4.6M 4.49%
44,730
+44,690
+111,725% +$4.97M
IHAK icon
13
iShares Cybersecurity and Tech ETF
IHAK
$1.08B
$3.73M 3.64%
79,320
-400
-0.5% -$19.9K
WDC icon
14
Western Digital
WDC
$156B
$3.35M 3.28%
82,941
-23,350
-22% -$1.11M
INTC icon
15
Intel
INTC
$503B
$3.09M 3.02%
136,169
+1,385
+1% +$30.3K
XLK icon
16
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.22M 2.17%
21,482
+1,570
+8% +$178K
VB icon
17
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$1.7M 1.66%
7,654
+419
+6% +$100K
VTRS icon
18
Viatris
VTRS
$19B
$1.59M 1.55%
182,077
– –
SNDK
19
Sandisk
SNDK
$186B
$1.32M 1.28%
+27,626
New +$1.37M
BGC icon
20
BGC Group
BGC
$4.97B
$1.15M 1.12%
125,023
+12
+0% +$112
GEO icon
21
The GEO Group
GEO
$4.03B
$929K 0.91%
+31,812
New +$912K
XBP icon
22
XBP Global Holdings
XBP
$35.3M
$680K 0.66%
50,018
– –
DIS icon
23
Walt Disney
DIS
$182B
$581K 0.57%
5,885
-39,550
-87% -$4.25M
FANG icon
24
Diamondback Energy
FANG
$53.1B
$560K 0.55%
+3,500
New +$564K
ABBV icon
25
AbbVie
ABBV
$431B
$556K 0.54%
2,655
-53
-2% -$10.3K
1
2 3 4 5

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Mountain Hill Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Hill Investment Partners held 194 positions worth $102M, up 4.3% from $98.2M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Mountain Hill Investment Partners deployed $10.4M of net new capital in Q1 2025, opening 11 new positions and adding to 52 existing holdings. Its largest new stake was Arista Networks: 84,200 shares worth $6.52M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was General Motors, an estimated $5.31M trimmed.

  • Mountain Hill Investment Partners's largest Q1 2025 buy was Arista Networks: 84,200 shares worth $6.52M.
  • Mountain Hill Investment Partners added most to Uber in Q1 2025, an estimated $6.02M increase.
  • Mountain Hill Investment Partners's biggest Q1 2025 reduction was General Motors, cutting an estimated $5.31M.
  • Mountain Hill Investment Partners fully exited Phillips 66 in Q1 2025, selling an estimated $4.93M.
  • Mountain Hill Investment Partners's ten largest holdings make up 62% of its $102M portfolio in Q1 2025.
  • Mountain Hill Investment Partners opened 11 new positions and closed 17 in Q1 2025.
  • Mountain Hill Investment Partners's portfolio value rose 4.3% quarter-over-quarter to $102M.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2025, filed 2 May 2025.