We are live on ! Find out more
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
FBND icon
1
Fidelity Total Bond ETF
FBND
$27.2B
$14M 8.3%
307,549
-6,291
-2% -$290K
VST icon
2
Vistra
VST
$47.7B
$11.2M 6.63%
74,585
+30,145
+68% +$4.88M
NVDA icon
3
NVIDIA
NVDA
$5.34T
$11.1M 6.55%
63,460
+16,800
+36% +$3.08M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$898B
$10M 5.93%
15,344
-479
-3% -$327K
P
5
Everpure Inc
P
$28.9B
$9.99M 5.91%
169,200
+63,400
+60% +$4.29M
PFF icon
6
iShares Preferred and Income Securities ETF
PFF
$13.2B
$9.21M 5.45%
303,633
+8,232
+3% +$258K
CRM icon
7
Salesforce
CRM
$152B
$8.88M 5.26%
47,578
+23,807
+100% +$4.93M
UPS icon
8
United Parcel Service
UPS
$88.1B
$8.07M 4.77%
82,006
-13,409
-14% -$1.44M
DIA icon
9
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.4B
$7.26M 4.3%
+15,676
New +$7.59M
CEG icon
10
Constellation Energy
CEG
$95B
$7.2M 4.26%
+25,785
New +$7.84M
AAL icon
11
American Airlines Group
AAL
$10.7B
$6.93M 4.1%
645,400
+642,400
+21,413% +$8.51M
AMCR icon
12
Amcor
AMCR
$21.8B
$6.92M 4.1%
174,144
+2,420
+1% +$107K
MSFT icon
13
Microsoft
MSFT
$3.69T
$6.76M 4%
18,257
+17,667
+2,994% +$7.39M
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$123B
$6.73M 3.98%
50,642
+29,978
+145% +$4.22M
AMZN icon
15
Amazon
AMZN
$2.93T
$6.43M 3.81%
30,892
+30
+0.1% +$6.61K
GIS icon
16
General Mills
GIS
$19.2B
$6.08M 3.6%
163,400
+2,800
+2% +$122K
XLE icon
17
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
$5.92M 3.5%
96,623
+96,600
+420,000% +$5.18M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$1.01T
$4.24M 2.51%
+7,100
New +$4.44M
XHB icon
19
State Street SPDR S&P Homebuilders ETF
XHB
$1.53B
$3.88M 2.3%
+39,300
New +$4.31M
CPB icon
20
Campbell Soup
CPB
$6.76B
$3.09M 1.83%
+138,900
New +$3.57M
AZ icon
21
A2Z Smart Technologies
AZ
$266M
$2.48M 1.47%
372,219
+126,100
+51% +$805K
VB icon
22
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
$2.07M 1.23%
7,918
+162
+2% +$43.8K
RYN icon
23
Rayonier
RYN
$6.5B
$2.06M 1.22%
100,000
+69,063
+223% +$1.52M
BGC icon
24
BGC Group
BGC
$4.93B
$950K 0.56%
97,174
-105,659
-52% -$979K
GS icon
25
Goldman Sachs
GS
$303B
$677K 0.4%
800
– –
1
2 3 4 5

Similar funds

XWL
XXI Wealth LLC Chicago, Illinois $177M AUM
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
CTC
Cetera Trust Company St. Paul, Minnesota $177M AUM 28.75% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return

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.