Hill Investment Group Partners, LLC
CIK
1979028
Location
ST. LOUIS, MO
Portfolio Value
Small
$885,568,787
Diversification
Highly concentrated
Filing Date
Global Rank
#2,709
/ 8,794
▼ 275
· as of Jun 2026
Top Industry
Computer Hardware
17.6%
Period ended 3 months ago
Filed Aug 12, 2026 · 54d
21 quarters · since Jun 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
46.0%
+1.1 pts
Top 5
97.4%
−1.0 pts
Top 10
98.8%
−0.5 pts
HHI
3,457
Highly concentrated−19
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.7% | $865,505,671 |
| Technology | 1.0% | $8,956,524 |
| Financial Services | 0.4% | $3,956,199 |
| Energy | 0.3% | $3,014,615 |
| Communication Services | 0.2% | $1,367,087 |
| Healthcare | 0.1% | $1,163,988 |
| Industrials | 0.1% | $775,907 |
| Consumer Cyclical | 0.1% | $560,317 |
| Consumer Defensive | 0.0% | $268,479 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | +18,332 | 20,385 | $4,187,657 | |
| AAPL | Apple Inc. | +1,769 | 8,198 | $2,372,173 | |
| GOOGL | Alphabet Inc. | +151 | 3,212 | $1,144,502 | |
| AMZN | Amazon Com Inc | +102 | 1,288 | $306,981 | |
| MRK | Merck & Co., Inc. | +84 | 5,614 | $721,399 | |
| MSFT | Microsoft Corp | +67 | 2,506 | $934,788 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | −168,484 | 6,578,663 | $280,076,463 | |
| ACSG | American Century Small Cap Growth Insights ETF | −103,188 | 2,147,356 | $162,436,377 | |
| ACVT | Advent Convertible Bond ETF | −59,557 | 6,276,328 | $407,653,779 | |
| AAAA | Amplius Aggressive Asset Allocation ETF | −10,601 | 224,588 | $8,300,538 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −334 | 11,420 | $591,327 | |
| COST | Costco Wholesale Corp /New | −18 | 287 | $268,479 | |
| NVDA | Nvidia Corp | −3 | 10,633 | $2,127,556 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 8,163 | $3,522,007 | |
| SF | Stifel Financial Corp | 12,778 | $891,521 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7,801 | $555,821 | |
| IREN | IREN Ltd | 12,000 | $548,760 | |
| QQQ | Invesco Qqq Trust, Series 1 | 672 | $494,860 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,745 | $412,901 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 1,929 | $304,839 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOC | Northrop Grumman Corp /De/ | 314 | $214,223 | |
| No positions match the current search. | ||||
30 tracked positions ·
$885,568,787 total
· filing declares
61 positions · $980,445,868
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ACVT |
Advent Convertible Bond ETF
|
Reduced | 6,276,328 | $407,653,779 | 46.03% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Reduced | 6,578,663 | $280,076,463 | 31.63% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Reduced | 2,147,356 | $162,436,377 | 18.34% | |
| AAAA |
Amplius Aggressive Asset Allocation ETF
|
Reduced | 224,588 | $8,300,538 | 0.94% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 20,385 | $4,187,657 | 0.47% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 8,163 | $3,522,007 | 0.40% | |
| BSM |
Black Stone Minerals, L.P.
Energy
|
Held | 177,487 | $2,479,493 | 0.28% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,198 | $2,372,173 | 0.27% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,633 | $2,127,556 | 0.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,327 | $1,912,757 | 0.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,212 | $1,144,502 | 0.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,506 | $934,788 | 0.11% | |
| SF |
Stifel Financial Corp
Financial Services
|
NEW | 12,778 | $891,521 | 0.10% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 1,523 | $775,907 | 0.09% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 5,614 | $721,399 | 0.08% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 11,420 | $591,327 | 0.07% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
NEW | 7,801 | $555,821 | 0.06% | |
| IREN |
IREN Ltd
Financial Services
|
NEW | 12,000 | $548,760 | 0.06% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 3,914 | $535,122 | 0.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 672 | $494,860 | 0.06% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Held | 5,085 | $491,109 | 0.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 369 | $442,589 | 0.05% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
NEW | 1,745 | $412,901 | 0.05% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 6,262 | $311,972 | 0.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,288 | $306,981 | 0.03% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
NEW | 1,929 | $304,839 | 0.03% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 2,398 | $291,189 | 0.03% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 287 | $268,479 | 0.03% | |
| PLBY |
Playboy, Inc.
Consumer Cyclical
|
Held | 207,653 | $253,336 | 0.03% | |
| NCMI |
National CineMedia, Inc.
Communication Services
|
Held | 58,575 | $222,585 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.