Hill Investment Group Partners, LLC

CIK

1979028

Location

ST. LOUIS, MO

Portfolio Value

Micro $21,937,425

Diversification

Diversified

Filing Date

Global Rank

#7,716 / 8,517 ▲ 585

Top Industry

Computer Hardware 17.6%

3Y Alpha vs SPY

+22.6%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

21 quarters · since Jun 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+192.7%

SPY

+75.3%

Annualised alpha

+22.5%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.1%

−2.9 pts

Top 5

56.6%

−6.5 pts

Top 10

77.0%

−10.5 pts

HHI

802

Diversified−225

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.8%	$8,956,524	4
Financial Services	18.0%	$3,956,199	5
Energy	13.7%	$3,014,615	2
Unclassified	8.5%	$1,874,309	4
Communication Services	6.2%	$1,367,087	2
Healthcare	5.3%	$1,163,988	2
Industrials	3.5%	$775,907	1
Consumer Cyclical	2.6%	$560,317	2
Consumer Defensive	1.2%	$268,479	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
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

2 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
VB	Vanguard Morningstar Small-Cap ETF	1,355	$410,727
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.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $21,937,425 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DELL	Dell Technologies Inc. Technology	NEW	8,163	NEW	$3,522,007	NEW	16.05%
BSM	Black Stone Minerals, L.P. Energy	Held	177,487	0	$2,479,493	−7.6%	11.30%
AAPL	Apple Inc. Technology	Added	8,198	+1,769	$2,372,173	+45.4%	10.81%
NVDA	Nvidia Corp Technology	Reduced	10,633	-3	$2,127,556	+14.7%	9.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,327	0	$1,912,757	+4.4%	8.72%
GOOGL	Alphabet Inc. Communication Services	Added	3,212	+151	$1,144,502	+30.1%	5.22%
MSFT	Microsoft Corp Technology	Added	2,506	+67	$934,788	+3.5%	4.26%
SF	Stifel Financial Corp Financial Services	NEW	12,778	NEW	$891,521	NEW	4.06%
LMT	Lockheed Martin Corp Industrials	Held	1,523	0	$775,907	−15.7%	3.54%
MRK	Merck & Co., Inc. Healthcare	Added	5,614	+84	$721,399	+8.4%	3.29%
VEA	Vanguard FTSE Developed Markets ETF	NEW	7,801	NEW	$555,821	NEW	2.53%
IREN	IREN Ltd Financial Services	NEW	12,000	NEW	$548,760	NEW	2.50%
XOM	ExxonMobil Holdings Corp Energy	Held	3,914	0	$535,122	−19.4%	2.44%
QQQ	Invesco Qqq Trust, Series 1	NEW	672	NEW	$494,860	NEW	2.26%
LLY	ELI LILLY & Co Healthcare	Held	369	0	$442,589	+30.4%	2.02%
VIG	Vanguard Dividend Appreciation ETF	NEW	1,745	NEW	$412,901	NEW	1.88%
VB	Vanguard Morningstar Small-Cap ETF	NEW	1,355	NEW	$410,727	NEW	1.87%
TFC	Truist Financial Corp Financial Services	Held	6,262	0	$311,972	+8.4%	1.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,288	+102	$306,981	+24.3%	1.40%
TD	Toronto Dominion Bank Financial Services	Held	2,398	0	$291,189	+30.1%	1.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	287	-18	$268,479	−11.7%	1.22%
PLBY	Playboy, Inc. Consumer Cyclical	Held	207,653	0	$253,336	−19.7%	1.15%
NCMI	National CineMedia, Inc. Communication Services	Held	58,575	0	$222,585	+24.6%	1.01%

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.