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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
+16%
1 Year Est. Return
+2.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
+$3.47M
Cap. Flow %
2.91%
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13

Top Buys

Rank Stock Value
1
P
Everpure Inc
P
+$4.83M
2
BGC icon
BGC Group
BGC
+$1.17M
3
NMRK icon
Newmark Group
NMRK
+$944K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$716K

Top Sells

Rank Stock Value
1
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.73M
2
UBER icon
Uber
UBER
+$930K
3
NVDA icon
NVIDIA
NVDA
+$560K
4
DIS icon
Walt Disney
DIS
+$514K
5
RIVN icon
Rivian
RIVN
+$217K

Sector Composition

Rank Sector Weight
1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$884B
$10.2M 8.59%
16,481
+1,338
+9% +$768K
ANET icon
2
Arista Networks
ANET
$227B
$8.52M 7.15%
83,300
-900
-1% -$77.9K
NVDA icon
3
NVIDIA
NVDA
$4.86T
$7.72M 6.48%
48,860
-4,452
-8% -$560K
F icon
4
Ford
F
$58.5B
$7.72M 6.48%
711,184
-3,399
-0.5% -$34.6K
AMZN icon
5
Amazon
AMZN
$2.92T
$7.6M 6.38%
34,619
-200
-0.6% -$39.6K
UBER icon
6
Uber
UBER
$143B
$6.83M 5.73%
73,200
-11,300
-13% -$930K
PFF icon
7
iShares Preferred and Income Securities ETF
PFF
$13.3B
$6.49M 5.45%
211,549
+1,500
+0.7% +$45.1K
AMD icon
8
Advanced Micro Devices
AMD
$776B
$6.3M 5.29%
44,430
-300
-0.7% -$32.7K
P
9
Everpure Inc
P
$25.7B
$5.59M 4.69%
+97,090
New +$4.83M
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$5.52M 4.63%
135,174
-998
-0.7% -$39.8K
XLF icon
11
State Street Financial Select Sector SPDR ETF
XLF
$58B
$5.38M 4.52%
102,750
-550
-0.5% -$27.2K
WDC icon
12
Western Digital
WDC
$188B
$5.36M 4.5%
83,841
+900
+1% +$42.8K
TGT icon
13
Target
TGT
$65.6B
$4.57M 3.83%
46,288
-690
-1% -$66.3K
SLB icon
14
SLB Ltd
SLB
$73.6B
$4.39M 3.69%
129,900
-1,150
-0.9% -$39.9K
INTC icon
15
Intel
INTC
$455B
$3.13M 2.63%
139,669
+3,500
+3% +$72.5K
XLK icon
16
State Street Technology Select Sector SPDR ETF
XLK
$117B
$3.05M 2.56%
24,106
+2,624
+12% +$291K
BGC icon
17
BGC Group
BGC
$5.45B
$2.59M 2.17%
252,808
+127,785
+102% +$1.17M
VB icon
18
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
$2.02M 1.69%
8,507
+853
+11% +$190K
VTRS icon
19
Viatris
VTRS
$20.4B
$1.62M 1.36%
181,117
-960
-0.5% -$8.12K
SNDK
20
Sandisk
SNDK
$180B
$1.24M 1.04%
27,314
-312
-1% -$11.9K
NMRK icon
21
Newmark Group
NMRK
$2.66B
$1.02M 0.86%
+84,354
New +$944K
GEO icon
22
The GEO Group
GEO
$4.13B
$1M 0.84%
41,812
+10,000
+31% +$273K
FBND icon
23
Fidelity Total Bond ETF
FBND
$27.2B
$723K 0.61%
+15,810
New +$716K
UPS icon
24
United Parcel Service
UPS
$88.6B
$665K 0.56%
6,584
+2,963
+82% +$292K
AZ icon
25
A2Z Smart Technologies
AZ
$274M
$594K 0.5%
+56,219
New +$481K
1
2 3 4 5

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Mountain Hill Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Hill Investment Partners held 190 positions worth $119M, up 16% from $102M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Mountain Hill Investment Partners's Q2 2025 filing shows 13 new, 49 increased, 28 reduced and 13 closed positions. Its largest new stake was Everpure Inc: 97,090 shares worth $5.59M. The largest sale was iShares Cybersecurity and Tech ETF, an estimated $3.73M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Mountain Hill Investment Partners's largest Q2 2025 buy was Everpure Inc: 97,090 shares worth $5.59M.
  • Mountain Hill Investment Partners added most to BGC Group in Q2 2025, an estimated $1.17M increase.
  • Mountain Hill Investment Partners's biggest Q2 2025 reduction was Uber, cutting an estimated $930K.
  • Mountain Hill Investment Partners fully exited iShares Cybersecurity and Tech ETF in Q2 2025, selling an estimated $3.73M.
  • Mountain Hill Investment Partners's ten largest holdings make up 61% of its $119M portfolio in Q2 2025.
  • Mountain Hill Investment Partners opened 13 new positions and closed 13 in Q2 2025.
  • Mountain Hill Investment Partners's portfolio value rose 16% quarter-over-quarter to $119M.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2025, filed 5 Aug 2025.