Hill Investment Group Partners, LLC

CIK

1979028

Location

ST. LOUIS, MO

Portfolio Value

Micro $13,225,845

Diversification

Diversified

Filing Date

Global Rank

#7,991 / 8,607 ▲ 83 · as of Mar 2026

Top Industry

Oil & Gas E&P 20.3%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed May 12, 2026 · 59d

20 quarters · since Jun 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.9%

SPY

+77.0%

Annualised alpha

-3.5%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.3%

+2.5 pts

Top 5

62.0%

−1.9 pts

Top 10

86.6%

+0.6 pts

HHI

1,037

Diversified+26

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.2%	$4,389,377	3
Energy	25.3%	$3,347,652	2
Financial Services	12.3%	$1,626,240	3
Industrials	8.6%	$1,134,708	2
Healthcare	7.6%	$1,004,598	2
Communication Services	6.5%	$856,719	2
Consumer Cyclical	4.3%	$562,640	2
Consumer Defensive	2.3%	$303,911	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
NCMI	National CineMedia, Inc.	+18,210	58,575	$178,653
LLY	ELI LILLY & Co	+5	369	$339,395
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−20	10,636	$1,854,918
BRK-B	Berkshire Hathaway Inc	−20	2,326	$1,114,619
MSFT	Microsoft Corp	−8	2,439	$902,844
AMZN	Amazon Com Inc	−6	1,186	$247,008
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NOC	Northrop Grumman Corp /De/	314	$214,223
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SPGI	S&P Global Inc.	467	$230,888
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 positions · $13,225,845 total · as of Mar 31, 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
BSM	Black Stone Minerals, L.P. Energy	Held	177,487	0	$2,683,603	+13.8%	20.29%
NVDA	Nvidia Corp Technology	Reduced	10,636	-20	$1,854,918	−6.7%	14.02%
AAPL	Apple Inc. Technology	Held	6,429	0	$1,631,615	−6.6%	12.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,326	-20	$1,114,619	−5.5%	8.43%
LMT	Lockheed Martin Corp Industrials	Held	1,523	0	$920,485	+25.0%	6.96%
MSFT	Microsoft Corp Technology	Reduced	2,439	-8	$902,844	−23.7%	6.83%
GOOGL	Alphabet Inc. Communication Services	Held	2,358	0	$678,066	−8.1%	5.13%
MRK	Merck & Co., Inc. Healthcare	Held	5,530	0	$665,203	+14.3%	5.03%
XOM	ExxonMobil Holdings Corp Energy	Held	3,914	0	$664,049	+41.0%	5.02%
LLY	ELI LILLY & Co Healthcare	Added	369	+5	$339,395	−13.2%	2.57%
PLBY	Playboy, Inc. Consumer Cyclical	Held	207,653	0	$315,632	−19.1%	2.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	305	0	$303,911	+15.5%	2.30%
TFC	Truist Financial Corp Financial Services	Held	6,262	0	$287,864	−6.6%	2.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,186	-6	$247,008	−10.2%	1.87%
TD	Toronto Dominion Bank Financial Services	Held	2,398	0	$223,757	−0.9%	1.69%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	314	NEW	$214,223	NEW	1.62%
NCMI	National CineMedia, Inc. Communication Services	Added	58,575	+18,210	$178,653	+13.8%	1.35%