HI
Hill Investment Group Partners, LLC 13F Filings Tracker & Latest Positions (Q2 2026)
Hill Investment Group Partners, LLCCIK: 0001979028
Sector-focusedMomentum followerConcentrated strategy
Total reported value
$980.4M
Reporting period: 2026-06-30 · Number of holdings: 61
Hill Investment Group Partners, LLC disclosed 61 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $980.4M and a quarterly turnover rate of 9.1%.
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Personality snowflake
- Concentration
- 80.47
- Portfolio Stability
- 9.14
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 66.15
Hill Investment Group Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.201 — mathematically equivalent to about 5 equally-sized positions, well below its 61 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.39), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd EBI
-0.9% $41.1M
Trim AVIG
-10.0% -$3.2M
Trim DFIP
-2.7% -$1.3M
Trim AVDV
-2.3% $397.4K
New buy DELL
Add AVUV
+5.8% $5.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EBI | Longview Advantage ETF | ETF-Other | 41.58% | +1.10% | -0.94% | |
| 2 | LVIG | Longview Advntg Fxd Incm ETF | ETF-Other | 9.68% | -0.14% | +6.61% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.70% | -0.30% | -0.66% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.76% | +0.27% | -3.43% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.20% | -0.38% | -2.33% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.65% | +0.34% | +5.79% | |
| 7 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.61% | -0.32% | -2.63% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.24% | -0.41% | -2.74% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.19% | -0.27% | -2.45% | |
| 10 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.82% | -0.58% | -10.04% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.08% | -0.05% | -7.10% | |
| 12 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.77% | -0.12% | -6.16% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.56% | +0.08% | -4.52% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.43% | -0.12% | -1.58% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.22% | -0.06% | -1.57% | |
| 16 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.61% | +0.01% | -4.92% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.52% | — | -1.60% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | +0.01% | -0.26% | |
| 19 | DELL | Dell Technologies -c | Stock-Tech | 0.36% | +0.36% | NEW | |
| 20 | BSM | Black Stone Minerals LP | Stock-Other | 0.25% | -0.05% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.06% | +27.52% | |
| 22 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.24% | +0.02% | -0.12% | |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.24% | -0.01% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | -0.03% | |
| 25 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.20% | -0.01% | -5.81% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.04% | +25.43% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.11% | NEW | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.11% | -0.03% | -14.44% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | +2.75% | |
| 31 | SF | Stifel Financial CORP | Stock-Financials | 0.09% | +0.09% | NEW | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.09% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | +0.02% | +0.85% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | -0.02% | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | — | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | +1.52% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | +0.06% | NEW | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.06% | — | -2.84% | |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.06% | — | +1.31% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.06% | +0.06% | NEW | |
| 41 | IREN | IREN Limited | Stock-Other | 0.06% | +0.06% | NEW | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.02% | — | |
| 43 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.05% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.05% | +0.05% | NEW | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.05% | — | — | |
| 46 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.05% | +0.01% | -2.17% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.04% | +0.04% | NEW | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.04% | +0.04% | NEW | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | +0.01% | — |
1–50 of 61
Portfolio Performance
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+22.5%
- Stdev
- +11%
- Beta
- +0.72
- Alpha
- +2.1%
- Max Drawdown
- -5.7%
- Annualized Perf
- +17.1%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.99
- Stutzer
- +0.43
- Treynor
- +0.23
- Sterling
- +1.16
- Calmar
- +3.01
- Information Ratio
- -0.51
- Tracking Error
- +7%
- Stdev Down
- +5.5%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +31.5%
- Worst 12 Months
- +3.8%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.49
- Stdev Sectors
- +18.6%
- Skewness
- -0.17
- Kurtosis
- -0.7
- Upside Potential
- +4.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 61 | $980.4M | 9 | ||
| 2026 Q1 | 50 | $905.6M | 20 | ||
| 2025 Q4 | 50 | $840.6M | 7 | ||
| 2025 Q3 | 54 | $820.3M | 16 | ||
| 2025 Q2 | 51 | $767.9M | 0 | ||
| 2025 Q1 | 50 | $728.2M | 0 | ||
| 2024 Q4 | 80 | $746.2M | 0 | ||
| 2024 Q3 | 70 | $718.9M | 0 | ||
| 2024 Q2 | 71 | $742.7M | 0 | ||
| 2024 Q1 | 69 | $708.2M | 0 | ||
| 2023 Q4 | 68 | $679.4M | 0 | ||
| 2023 Q3 | 65 | $601.6M | 0 | ||
| 2023 Q2 | 60 | $555.0M | 0 | ||
| 2023 Q1 | 56 | $508.5M | 0 | ||
| 2022 Q4 | 54 | $413.3M | 0 | ||
| 2022 Q3 | 41 | $347.1M | 0 | ||
| 2022 Q2 | 41 | $358.4M | 0 | ||
| 2022 Q1 | 34 | $305.4M | 0 | ||
| 2021 Q4 | 31 | $171.1M | 0 | ||
| 2021 Q3 | 29 | $154.6M | 0 | ||
| 2021 Q2 | 26 | $120.9M | — |
Holding changes this quarter
Hill Investment Group Partners, LLC's most significant position changes for 2026-06-30: New buy: Dell Technologies -c (DELL); New buy: Vanguard Growth ETF (VUG); New buy: Stifel Financial CORP (SF); New buy: Vanguard Value ETF (VTV); New buy: Vanguard Ftse Developed ETF (VEA).
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Filing History
FAQ
What is Hill Investment Group Partners, LLC and what type of investor is it?
Hill Investment Group Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $980.4M, spread across 61 disclosed positions.
What are Hill Investment Group Partners, LLC's largest equity positions?
Based on the latest 13F filing, Hill Investment Group Partners, LLC's top holdings by market value are:
1. Longview Advantage ETF (EBI) — $407.7M (41.6%)
2. Longview Advntg Fxd Incm ETF (LVIG) — $94.9M (9.7%)
3. Dimensional International Co (DFIC) — $75.5M (7.7%)
4. Dimensional Emrg Mrkt Core (DFEM) — $56.5M (5.8%)
5. Avantis Intl S/c Value ETF (AVDV) — $50.9M (5.2%)
What changes did Hill Investment Group Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hill Investment Group Partners, LLC made 47 notable position adjustments: 12 new positions were initiated, 10 existing holdings were added to, 24 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Dell Technologies -c (DELL); New buy: Vanguard Growth ETF (VUG); New buy: Stifel Financial CORP (SF); New buy: Vanguard Value ETF (VTV); New buy: Vanguard Ftse Developed ETF (VEA)
What sectors does Hill Investment Group Partners, LLC focus on?
Hill Investment Group Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 61.1%
• Financials: 10.2%
• Health Care: 8.0%
• Communication Services: 7.8%
• Industrials: 5.3%
• Energy: 3.6%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Hill Investment Group Partners, LLC returned an annualized 17.1% over the trailing 36 months — outperforming the S&P 500 by 2.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.72 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 61.1% of the portfolio concentrated in Information Technology.
It has added to its EBI position over the past two quarters (+$55.6M, now $407.7M), while trimming AVIG over the same stretch (-$30.4M, still holding $27.6M).
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