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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
+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
FBND icon
1
Fidelity Total Bond ETF
FBND
$27.3B
$14.4M 10.35%
313,840
+60,428
+24% +$2.8M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$898B
$10.8M 7.76%
15,823
+210
+1% +$143K
UPS icon
3
United Parcel Service
UPS
$91.5B
$9.46M 6.78%
95,415
-4,999
-5% -$468K
PFF icon
4
iShares Preferred and Income Securities ETF
PFF
$13.3B
$9.15M 6.55%
295,401
+78,875
+36% +$2.46M
SLB icon
5
SLB Ltd
SLB
$74.1B
$8.85M 6.34%
230,600
+100,700
+78% +$3.65M
NVDA icon
6
NVIDIA
NVDA
$5.31T
$8.7M 6.23%
46,660
-6,250
-12% -$1.16M
GIS icon
7
General Mills
GIS
$19.2B
$7.47M 5.35%
+160,600
New +$7.63M
VST icon
8
Vistra
VST
$47.4B
$7.17M 5.13%
+44,440
New +$8.09M
AMCR icon
9
Amcor
AMCR
$22.1B
$7.16M 5.13%
171,724
+31,460
+22% +$1.3M
AMZN icon
10
Amazon
AMZN
$2.94T
$7.12M 5.1%
30,862
– –
P
11
Everpure Inc
P
$27.8B
$7.09M 5.08%
+105,800
New +$8.84M
CRM icon
12
Salesforce
CRM
$158B
$6.3M 4.51%
23,771
– –
DOW icon
13
Dow Inc
DOW
$21.4B
$5.83M 4.18%
249,370
+750
+0.3% +$17.2K
XLU icon
14
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$5.77M 4.13%
135,156
+182
+0.1% +$8.06K
INTC icon
15
Intel
INTC
$510B
$5.14M 3.68%
139,401
-68
-0% -$2.57K
XLK icon
16
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.97M 2.13%
20,664
+34
+0.2% +$4.91K
VB icon
17
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
$2M 1.43%
7,756
+115
+2% +$29.5K
BGC icon
18
BGC Group
BGC
$5.18B
$1.81M 1.3%
202,833
+13
+0% +$117
AZ icon
19
A2Z Smart Technologies
AZ
$269M
$1.6M 1.15%
246,119
+108,400
+79% +$697K
GS icon
20
Goldman Sachs
GS
$313B
$703K 0.5%
800
– –
RYN icon
21
Rayonier
RYN
$6.62B
$670K 0.48%
30,937
+9,499
+44% +$215K
ABBV icon
22
AbbVie
ABBV
$435B
$635K 0.45%
2,780
– –
FANG icon
23
Diamondback Energy
FANG
$52.4B
$526K 0.38%
3,500
– –
VOD icon
24
Vodafone
VOD
$35.4B
$509K 0.36%
38,513
– –
GLNG icon
25
Golar LNG
GLNG
$5.11B
$508K 0.36%
13,662
– –
1
2 3 4 5

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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.