MH
Mountain Hill Investment Partners Corp. Quarterly 13F Portfolio Update (Q2 2026)
Mountain Hill Investment Partners Corp.CIK: 0002055557
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$176.5M
Reporting period: 2026-06-30 · Number of holdings: 195
Mountain Hill Investment Partners Corp. disclosed 195 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $176.5M and a quarterly turnover rate of 44.3%.
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Personality snowflake
- Concentration
- 18.67
- Portfolio Stability
- 44.35
- Momentum
- 100
- Sector conviction
- 66.04
- Diversification
- 100
- Sizing Uniformity
- 71.47
Mountain Hill Investment Partners Corp.'s disclosed holdings carry a Herfindahl concentration index of 0.047 — mathematically equivalent to about 21 equally-sized positions, well below its 195 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 2.85), 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 60% 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.govSold out P
Add IGV
+8027.0% $8.1M
New buy GOOG
Sold out DIA
Add ORCL
+2109.7% $7.3M
Trim AAL
-99.1% -$6.8M
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 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.31% | +0.01% | +4.81% | |
| 2 | VST | Vistra CORP | Stock-Utilities | 6.78% | +0.15% | +1.21% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.66% | +0.11% | -7.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.49% | +0.56% | -0.32% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-Other | 5.81% | +0.36% | +10.87% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 5.46% | +1.48% | -0.16% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.33% | +0.57% | +6.83% | |
| 8 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 4.63% | +4.58% | +8027.03% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.34% | +4.34% | NEW | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 4.33% | +4.12% | +2109.66% | |
| 11 | AMCR | Amcor plc | Stock-Consumer Disc | 4.32% | +0.22% | +1.10% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 4.22% | -1.04% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -0.05% | +2.37% | |
| 14 | CEG | Constellation Energy | Stock-Utilities | 3.68% | -0.58% | +1.33% | |
| 15 | GIS | General Mills Inc | Stock-Consumer Staples | 3.26% | -0.34% | +1.16% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 2.91% | -0.59% | +0.00% | |
| 17 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.57% | +0.27% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | -1.34% | -40.69% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 2.02% | +2.00% | +12531.58% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | +1.82% | NEW | |
| 21 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.75% | -0.08% | — | |
| 22 | AZ | A2z Cust2mate Solutions CORP | Stock-Other | 1.38% | -0.09% | +12.23% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | +0.13% | +0.08% | |
| 24 | RYN | Rayonier Inc | Stock-Real Estate | 1.21% | -0.01% | — | |
| 25 | BGC | Bgc Group Inc-a | Stock-Financials | 0.58% | +0.02% | -1.83% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.06% | — | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.04% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.04% | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.18% | -0.01% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | +0.02% | — | |
| 31 | PGX | Invesco Preferred ETF | ETF-Other | 0.14% | -0.01% | — | |
| 32 | VTRS | Viatris Inc | Stock-Healthcare | 0.13% | +0.02% | — | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.12% | +0.01% | — | |
| 34 | NRK | Nuveen Ny Amt-fr Muni Inc | Stock-Other | 0.10% | — | — | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.09% | — | — | |
| 36 | BN | Brookfield CORP | Stock-Financials | 0.09% | — | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.01% | +1.25% | |
| 39 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.08% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | +0.01% | — | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.08% | — | — | |
| 42 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.08% | -0.01% | -0.30% | |
| 43 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.07% | -0.01% | — | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 45 | JBLU | Jetblue Airways CORP | Stock-Industrials | 0.06% | +0.02% | +35.71% | |
| 46 | AAL | American Airlines Group Inc | Stock-Industrials | 0.06% | -4.04% | -99.07% | |
| 47 | ✓ | Stock-Other | 0.06% | +0.06% | NEW | ||
| 48 | UBS | UBS Group AG | Stock-Financials | 0.06% | +0.01% | — | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.05% | +0.05% | +1407.66% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.05% | — | — |
1–50 of 195
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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.
Portfolio Performance
Performance for Q3 2026
+4.4%
Performance Last 4 Quarters
+36.8%
- Stdev
- +17.8%
- Beta
- +1.06
- Alpha
- +11.3%
- Max Drawdown
- -6.2%
- Annualized Perf
- +34.6%
- Batting Avg vs S&P
- +61.1%
- Sortino
- +3.96
- Stutzer
- +0.52
- Treynor
- +0.3
- Sterling
- +2.13
- Calmar
- +5.56
- Information Ratio
- +1.14
- Tracking Error
- +10.9%
- Stdev Down
- +8%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +59.7%
- Worst 12 Months
- +34.1%
- Efficiency Ratio
- +0.64
- Sharpe
- +1.77
- Stdev Sectors
- +10.8%
- Skewness
- -0.17
- Kurtosis
- -0.94
- Upside Potential
- +5.67
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Mountain Hill Investment Partners Corp.'s most significant position changes for 2026-06-30: Sold out: Everpure Inc-a (P); New buy: Alphabet Inc-cl C (GOOG); Sold out: Ss Spdr Dow Jones Indus Avg (DIA); Sold out: Vanguard S&p 500 ETF (VOO); New buy: Broadcom Inc (AVGO).
Showing top 200 changes by size (of 222 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGV | Ishares Expanded Tech-softwa | +4.6% | +8027.03% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +4.3% | NEW | New buy |
| 3 | ORCL | Oracle CORP | +4.1% | +2109.66% | Add |
| 4 | NOW | Servicenow Inc | +2% | +12531.58% | Add |
| 5 | AVGO | Broadcom Inc | +1.8% | NEW | New buy |
| 6 | XLK | Ss Technology Select Sector | +1.5% | -0.16% | Trim |
| 7 | UPS | United Parcel Service-cl B | +0.6% | +6.83% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.6% | -0.32% | Trim |
| 9 | PFF | Ishares Preferred & Income S | +0.4% | +10.87% | Add |
| 10 | XHB | Ss Spdr S&p Homebldrs ETF | +0.3% | — | Unchanged |
| 11 | AMCR | Amcor plc | +0.2% | +1.10% | Add |
| 12 | VST | Vistra CORP | +0.2% | +1.21% | Add |
| 13 | VB | Vanguard Small-cap ETF | +0.1% | +0.08% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | -7.41% | Trim |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | T | At&t Inc | +0.1% | +1407.66% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 19 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 20 | IEP | Icahn Enterprises LP | 0% | NEW | New buy |
| 21 | JOBY | Joby Aviation, Inc. | 0% | NEW | New buy |
| 22 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 23 | PPL | Ppl CORP | 0% | NEW | New buy |
| 24 | BGC | Bgc Group Inc-a | 0% | -1.83% | Trim |
| 25 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 26 | JBLU | Jetblue Airways CORP | 0% | +35.71% | Add |
| 27 | DHR | Danaher CORP | 0% | NEW | New buy |
| 28 | AB | Alliancebernstein Holding LP | 0% | NEW | New buy |
| 29 | VTRS | Viatris Inc | 0% | — | Unchanged |
| 30 | FBND | Fidelity Total Bond ETF | 0% | +4.81% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +1.25% | Add |
| 32 | MDY | State Street Spdr S&p Midcap | 0% | — | Unchanged |
| 33 | FMC | Fmc CORP | 0% | NEW | New buy |
| 34 | NMRK | Newmark Group Inc-class A | 0% | NEW | New buy |
| 35 | META | Meta Platforms Inc-class A | 0% | NEW | New buy |
| 36 | UBS | UBS Group AG | 0% | — | Unchanged |
| 37 | DIN | Dine Brands Global Inc | 0% | — | Unchanged |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 39 | ✓ | 0% | NEW | New buy | |
| 40 | ✓ | 0% | NEW | New buy | |
| 41 | CVX | Chevron CORP | 0% | +388.46% | Add |
| 42 | HD | Home Depot Inc | 0% | +20.69% | Add |
| 43 | CAG | Conagra Brands Inc | 0% | +31.48% | Add |
| 44 | CVCO | Cavco Industries Inc | 0% | — | Unchanged |
| 45 | ARTY | Ishares Future Ai & Tech ETF | 0% | — | Unchanged |
| 46 | GRNY | Fundstr Gran Sh US Lrg Cap | 0% | — | Unchanged |
| 47 | AAPL | Apple Inc | — | — | Unchanged |
| 48 | BA | Boeing Co/the | — | — | Unchanged |
| 49 | PAR | Par Technology Corp/del | — | +25.00% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | -29.87% | Trim |
1–50 of 200
Filing History
FAQ
What is Mountain Hill Investment Partners Corp. and what type of investor is it?
Mountain Hill Investment Partners Corp. 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 $176.5M, spread across 195 disclosed positions.
What are Mountain Hill Investment Partners Corp.'s largest equity positions?
Based on the latest 13F filing, Mountain Hill Investment Partners Corp.'s top holdings by market value are:
1. Fidelity Total Bond ETF (FBND) — $14.7M (8.3%)
2. Vistra CORP (VST) — $12.0M (6.8%)
3. Nvidia CORP (NVDA) — $11.8M (6.7%)
4. Ishares Core S&p 500 ETF (IVV) — $11.5M (6.5%)
5. Ishares Preferred & Income S (PFF) — $10.3M (5.8%)
What changes did Mountain Hill Investment Partners Corp. make in its most recent portfolio filing?
In the latest reported quarter, Mountain Hill Investment Partners Corp. made 111 notable position adjustments: 16 new positions were initiated, 55 existing holdings were added to, 13 positions were partially reduced, and 27 were completely exited. The largest of these moves: Sold out: Everpure Inc-a (P); New buy: Alphabet Inc-cl C (GOOG); Sold out: Ss Spdr Dow Jones Indus Avg (DIA); Sold out: Vanguard S&p 500 ETF (VOO); New buy: Broadcom Inc (AVGO)
What sectors does Mountain Hill Investment Partners Corp. focus on?
Mountain Hill Investment Partners Corp. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 38.9%
• Utilities: 17.7%
• Consumer Discretionary: 11.8%
• Industrials: 9.4%
• Consumer Staples: 8.6%
• Communication Services: 8.1%
Investment Profile
Mountain Hill Investment Partners Corp. returned an annualized 34.6% over the trailing 18 months — outperforming the S&P 500 by 11.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.06 (roughly in line with the market) and a 61% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 38.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 44 over the past 4 quarters — a shift toward more active trading.
It has added to its ORCL position over the past two quarters (+$7.4M, now $7.6M), while trimming DOW over the same stretch (-$5.8M, still holding $36.0).
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Developer Access
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