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CIK: 0002055557
Total reported value
$176.5M
$176.5M
205 檔
31.9%
The Q1 2026 SEC filing reveals that Mountain Hill Investment Partners Corp. held a total portfolio value of $176.5M, covering 205 public equity positions.
Mountain Hill Investment Partners Corp. executed strategic sector rebalancing during Q1 2026, establishing 28 new positions while fully exiting 46 holdings and trimming 27 positions.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.30% | +0.01% | -2.00% | |
| 2 | VST | Vistra CORP | Stock-Utilities | 6.63% | +0.15% | +67.83% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.55% | +0.11% | +36.01% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.93% | +0.56% | -3.03% | |
| 5 | P | Everpure Inc-a | Stock-Tech | 5.91% | -5.91% | EXIT | |
| 6 | PFF | Ishares Preferred & Income S | ETF-Other | 5.45% | +0.36% | +2.79% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 5.26% | -1.04% | +100.15% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.77% | +0.57% | -14.05% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.30% | -4.30% | EXIT | |
| 10 | CEG | Constellation Energy | Stock-Utilities | 4.26% | -0.58% | — | |
| 11 | AAL | American Airlines Group Inc | Stock-Industrials | 4.10% | -4.04% | +21413.33% | |
| 12 | AMCR | Amcor plc | Stock-Consumer Disc | 4.10% | +0.22% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.05% | +2994.41% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 3.98% | +1.48% | +145.07% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.81% | -1.34% | +0.10% | |
| 16 | GIS | General Mills Inc | Stock-Consumer Staples | 3.60% | -0.34% | +1.74% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 3.50% | -0.59% | +420000.00% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.51% | -2.51% | EXIT | |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.30% | +0.27% | — | |
| 20 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.83% | -0.08% | — | |
| 21 | AZ | A2z Cust2mate Solutions CORP | Stock-Other | 1.47% | -0.09% | +51.24% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.23% | +0.13% | +2.09% | |
| 23 | RYN | Rayonier Inc | Stock-Real Estate | 1.22% | -0.01% | +223.24% | |
| 24 | BGC | Bgc Group Inc-a | Stock-Financials | 0.56% | +0.02% | -52.09% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.06% | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.04% | -4.50% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | -0.25% | EXIT | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.04% | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.21% | +4.12% | +110.71% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.01% | +31.94% | |
| 31 | PGX | Invesco Preferred ETF | ETF-Other | 0.15% | -0.01% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | +0.02% | -4.74% | |
| 33 | VTRS | Viatris Inc | Stock-Healthcare | 0.11% | +0.02% | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.11% | +0.01% | — | |
| 35 | NRK | Nuveen Ny Amt-fr Muni Inc | Stock-Other | 0.10% | — | — | |
| 36 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.09% | -0.01% | -73.66% | |
| 37 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.09% | — | — | |
| 38 | BN | Brookfield CORP | Stock-Financials | 0.09% | — | — | |
| 39 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.08% | — | — | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.08% | -0.01% | — | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.08% | — | -3.69% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | -52.66% | |
| 43 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.08% | -0.01% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.01% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.01% | -11.11% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.05% | +4.58% | — | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.05% | — | — | |
| 48 | UBS | UBS Group AG | Stock-Financials | 0.05% | +0.01% | -75.00% | |
| 49 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.04% | +0.01% | +46000.00% | |
| 50 | AES | Aes CORP | Stock-Utilities | 0.04% | — | -37.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAL | American Airlines Group Inc | +4.1% | +21413.33% | Add |
| 2 | MSFT | Microsoft CORP | +3.8% | +2994.41% | Add |
| 3 | XLE | Ss Energy Select Sector | +3.5% | +420000.00% | Add |
| 4 | XLK | Ss Technology Select Sector | +1.9% | +145.07% | Add |
| 5 | VST | Vistra CORP | +1.5% | +67.83% | Add |
| 6 | P | Everpure Inc-a | +0.8% | +59.92% | Add |
| 7 | CRM | Salesforce Inc | +0.8% | +100.15% | Add |
| 8 | RYN | Rayonier Inc | +0.7% | +223.24% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +36.01% | Add |
| 10 | AZ | A2z Cust2mate Solutions CORP | +0.3% | +51.24% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | +110.71% | Add |
| 12 | CAG | Conagra Brands Inc | 0% | +46000.00% | Add |
| 13 | VXUS | Vanguard Total Intl Stock | 0% | +74.30% | Add |
| 14 | BX | Blackstone Inc | 0% | +120.00% | Add |
| 15 | DVN | Devon Energy CORP | 0% | +0.56% | Add |
| 16 | CSCO | Cisco Systems Inc | — | +56.07% | Add |
| 17 | ETR | Entergy CORP | — | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | — | -50.00% | Trim |
| 19 | FISV | Fiserv Inc | — | — | Unchanged |
| 20 | PSKY | Paramount Skydance Cl B | — | — | Unchanged |
| 21 | NYT | New York Times Co-a | — | — | Unchanged |
| 22 | BAM | Brookfield Asset Mgmt-a | — | — | Unchanged |
| 23 | FENY | Fidelity Msci Energy Index | — | +0.60% | Add |
| 24 | HON | Honeywell International Inc | — | — | Unchanged |
| 25 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 26 | SONO | Sonos Inc | — | — | Unchanged |
| 27 | ET | Energy Transfer LP | — | +0.08% | Add |
| 28 | SCHD | Schwab US Dvd Equity ETF | — | +0.56% | Add |
| 29 | OXY | Occidental Petroleum CORP | — | — | Unchanged |
| 30 | JAKK | Jakks Pacific Inc | — | — | Unchanged |
| 31 | NMIH | Nmi Holdings Inc | — | — | Unchanged |
| 32 | CHRD | Chord Energy CORP | — | — | Unchanged |
| 33 | IYE | Ishares U.s. Energy ETF | — | — | Unchanged |
| 34 | FINS | Angel Oak Financ Strat Inc | — | — | Unchanged |
| 35 | NJR | New Jersey Resources CORP | — | — | Unchanged |
| 36 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 37 | TSLA | Tesla Inc | — | — | Unchanged |
| 38 | AIPI | Rex Ai Equity Prem Inc ETF | — | +104.35% | Add |
| 39 | COP | Conocophillips | — | — | Unchanged |
| 40 | STWD | Starwood Property Trust Inc | — | — | Unchanged |
| 41 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 42 | MPWR | Monolithic Power Systems Inc | — | — | Unchanged |
| 43 | ARCC | Ares Capital CORP | — | +86.67% | Add |
| 44 | HE | Hawaiian Electric Inds | — | — | Unchanged |
| 45 | KHC | Kraft Heinz Co/the | — | +34.38% | Add |
| 46 | KMI | Kinder Morgan, Inc. | — | +1.85% | Add |
| 47 | OXY-WS | Occidental Petroleum-cw27 | — | — | Unchanged |
| 48 | EPD | Enterprise Products Partners | — | +2.50% | Add |
| 49 | NXDT | Nexpoint Diversified Real Es | — | +3.59% | Add |
| 50 | HDV | Ishares Core High Dividend E | — | — | Unchanged |
According to official SEC Form 13F filings, Mountain Hill Investment Partners Corp. reported a total U.S. public equity portfolio value of $176.5M across 205 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, VST, NVDA) accounted for 31.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
DIA
市值: $7.3M
Top Position Liquidated / Trimmed
SLB
前期市值: $8.9M
During Q1 2026, Mountain Hill Investment Partners Corp.'s top holdings by market value included FBND (8.3%)、VST (6.6%)、NVDA (6.5%). The largest single position, FBND, represented 8.3% of total portfolio value.
In Q1 2026, Mountain Hill Investment Partners Corp. made 139 total portfolio adjustments, initiating 28 new buys, adding to 38 positions, trimming 27 holdings, and fully liquidating 46 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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