Mountain Hill Investment Partners Corp.

CIK

2055557

Location

ATLANTIC HIGHLANDS, NJ

Portfolio Value

Small $112,072,223

Diversification

Diversified

Filing Date

Global Rank

#5,100 / 8,232 ▲ 817

Top Industry

Utilities - Independent Power Producers 17.7%

3Y Alpha vs SPY

+32.8%

Period ended 2 months ago

Filed May 1, 2026 · 44d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+71.2%

SPY

+23.4%

Annualised alpha

+32.7%

Max drawdown

−21.2%

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

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

Top Position

10.0%

−0.9 pts

Top 5

43.9%

−4.2 pts

Top 10

75.2%

−9.3 pts

HHI

668

Diversified−81

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.9%	$40,245,207	20
Utilities	16.6%	$18,607,308	10
Industrials	13.6%	$15,224,740	8
Consumer Cyclical	12.3%	$13,825,792	18
Consumer Defensive	8.3%	$9,334,754	11
Unclassified	7.1%	$7,961,734	6
Financial Services	2.6%	$2,879,231	25
Real Estate	1.9%	$2,175,923	14
Healthcare	0.8%	$861,330	8
Communication Services	0.7%	$794,988	16
Basic Materials	0.1%	$82,865	3
Energy	0.1%	$78,351	15

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAL	American Airlines Group Inc.	+642,400	645,400	$6,931,596
AZ	A2z Cust2mate Solutions Corp.	+126,100	372,219	$2,482,700
RYN	Rayonier Inc	+69,063	100,000	$2,062,000
P	Everpure, Inc.	+63,400	169,200	$9,989,568
VST	Vistra Corp.	+30,145	74,585	$11,212,363
CRM	Salesforce, Inc.	+23,807	47,578	$8,881,385
MSFT	Microsoft Corp	+17,667	18,257	$6,758,193
NVDA	Nvidia Corp	+16,800	63,460	$11,067,424
CAG	Conagra Brands Inc.	+4,600	4,610	$72,469
GIS	General Mills Inc	+2,800	163,400	$6,081,748
ORCL	Oracle Corp	+1,240	2,360	$347,179
DIS	Walt Disney Co	+810	3,346	$322,487
PAR	Par Technology Corp	+400	1,200	$15,996
AMD	Advanced Micro Devices Inc	+250	2,055	$418,048
CSCO	Cisco Systems, Inc.	+180	501	$38,872
BX	Blackstone Inc.	+120	220	$25,297
KKR	KKR & Co. Inc.	+110	540	$49,950
BXMT	Blackstone Mortgage Trust, Inc.	+87	3,614	$69,208
AMZN	Amazon Com Inc	+30	30,892	$6,433,876
ARCC	Ares Capital Corp	+26	56	$1,009
KHC	Kraft Heinz Co	+22	86	$1,934
NXDT	Nexpoint Diversified Real Estate Trust	+9	260	$1,214
LOAN	Manhattan Bridge Capital, Inc	+7	285	$1,268
ABR	Arbor Realty Trust Inc	+6	171	$1,318
KIO	KKR Income Opportunities Fund	+5	158	$1,738
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
DOW	Dow Inc.	−249,369	1	$41
INTC	Intel Corp	−139,400	1	$44
BGC	BGC Group, Inc.	−105,659	97,174	$950,361
VOD	Vodafone Group Public Ltd Co	−28,368	10,145	$152,377
UPS	United Parcel Service Inc	−13,409	82,006	$8,067,750
UBS	UBS Group AG	−6,000	2,000	$78,140
AES	Aes Corp	−3,000	5,000	$70,450
CALY	Callaway Golf Co	−2,000	1,000	$13,880
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	−995	311	$4,441
PFE	Pfizer Inc	−623	144	$4,043
T	At&T Inc.	−623	274	$7,943
AAPL	Apple Inc.	−565	508	$128,925
MRK	Merck & Co., Inc.	−547	10	$1,202
VZ	Verizon Communications Inc	−443	850	$42,670
KO	Coca Cola Co	−178	157	$11,939
ABBV	AbbVie Inc.	−125	2,655	$577,435
CVX	Chevron Corp	−100	26	$5,379
GOOGL	Alphabet Inc.	−50	400	$115,024
JNJ	Johnson & Johnson	−50	50	$12,222
MCD	Mcdonalds Corp	−27	27	$8,391
BA	Boeing Co	−25	652	$129,767
CVCO	Cavco Industries, Inc.	−15	50	$24,214
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	15,676	$7,260,966
CEG	Constellation Energy Corp	25,785	$7,200,461
AMCR	Amcor plc	174,144	$6,922,224
CPB	CAMPBELL'S Co	138,900	$3,093,303
ECL	Ecolab Inc.	300	$79,806
JBLU	Jetblue Airways Corp	14,000	$61,880
PEG	Public Service Enterprise Group Inc	700	$56,665
OMC	Omnicom Group Inc.	730	$54,976
PAYX	Paychex Inc	530	$48,823
WH	Wyndham Hotels & Resorts, Inc.	600	$48,738
NFLX	Netflix Inc	500	$48,075
LLY	ELI LILLY & Co	42	$38,630
NOW	ServiceNow, Inc.	285	$29,796
ADM	Archer-Daniels-Midland Co	315	$22,897
WBD	Warner Bros. Discovery, Inc.	118	$3,240
SM	SM Energy Co	93	$2,899
MAT	Mattel Inc /De/	50	$726
SIRI	Sirius Xm Holdings Inc.	31	$715
LYFT	Lyft, Inc.	50	$665
LLYVA	Liberty Live Holdings, Inc.	3	$274
FWONA	Liberty Media Corp	3	$234
LBRDA	Liberty Broadband Corp	3	$150
LION	Lionsgate Studios Corp.	8	$76
BATRA	Atlanta Braves Holdings, Inc.	1	$47
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SLB	Slb Limited/Nv	230,600	$8,850,428
FANG	Diamondback Energy, Inc.	3,500	$526,155
GLNG	Golar Lng Ltd	13,662	$508,363
CLX	Clorox Co /De/	1,200	$120,996
META	Meta Platforms, Inc.	110	$72,609
AMAT	Applied Materials Inc /De	225	$57,822
VALE	Vale S.A.	3,500	$45,605
BAC	Bank Of America Corp /De/	600	$33,000
IAU	Ishares Gold Trust	400	$32,468
JPM	Jpmorgan Chase & Co	100	$32,222
IBM	International Business Machines Corp	100	$29,621
WDC	Western Digital Corp	171	$29,458
STX	Seagate Technology Holdings plc	100	$27,539
NEM	NEWMONT Corp /DE/	250	$24,962
GILD	Gilead Sciences, Inc.	200	$24,548
BTT	BlackRock Municipal 2030 Target Term Trust	800	$18,256
FE	Firstenergy Corp	400	$17,908
HIO	Western Asset High Income Opportunity Fund Inc.	4,000	$14,840
PEP	Pepsico Inc	100	$14,352
EMR	Emerson Electric Co	100	$13,272
APD	Air Products & Chemicals, Inc.	50	$12,351
BCX	BlackRock Resources & Commodities Strategy Trust	1,000	$10,980
BMY	Bristol Myers Squibb Co	200	$10,788
BTO	John Hancock Financial Opportunities Fund	300	$10,524
CVS	CVS HEALTH Corp	121	$9,602
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

154 positions · $112,072,223 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 154 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VST	Vistra Corp. Utilities	Added	74,585	+30,145	$11,212,363	+56.4%	10.00%
NVDA	Nvidia Corp Technology	Added	63,460	+16,800	$11,067,424	+27.2%	9.88%
P	Everpure, Inc. Technology	Added	169,200	+63,400	$9,989,568	+40.9%	8.91%
CRM	Salesforce, Inc. Technology	Added	47,578	+23,807	$8,881,385	+41.0%	7.92%
UPS	United Parcel Service Inc Industrials	Reduced	82,006	-13,409	$8,067,750	−14.8%	7.20%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	15,676	NEW	$7,260,966	NEW	6.48%
CEG	Constellation Energy Corp Utilities	NEW	25,785	NEW	$7,200,461	NEW	6.42%
AAL	American Airlines Group Inc. Industrials	Added	645,400	+642,400	$6,931,596	+14972.0%	6.18%
AMCR	Amcor plc Consumer Cyclical	NEW	174,144	NEW	$6,922,224	NEW	6.18%
MSFT	Microsoft Corp Technology	Added	18,257	+17,667	$6,758,193	+2268.5%	6.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,892	+30	$6,433,876	−9.7%	5.74%
GIS	General Mills Inc Consumer Defensive	Added	163,400	+2,800	$6,081,748	−18.6%	5.43%
CPB	CAMPBELL'S Co Consumer Defensive	NEW	138,900	NEW	$3,093,303	NEW	2.76%
AZ	A2z Cust2mate Solutions Corp. Technology	Added	372,219	+126,100	$2,482,700	+55.0%	2.22%
RYN	Rayonier Inc Real Estate	Added	100,000	+69,063	$2,062,000	+207.9%	1.84%
BGC	BGC Group, Inc. Financial Services	Reduced	97,174	-105,659	$950,361	−47.5%	0.85%
GS	Goldman Sachs Group Inc Financial Services	Held	800	0	$676,792	−3.8%	0.60%
ABBV	AbbVie Inc. Healthcare	Reduced	2,655	-125	$577,435	−9.1%	0.52%
AMD	Advanced Micro Devices Inc Technology	Added	2,055	+250	$418,048	+8.1%	0.37%
QQQ	Invesco Qqq Trust, Series 1	Held	631	0	$364,200	−6.0%	0.32%
ORCL	Oracle Corp Technology	Added	2,360	+1,240	$347,179	+59.0%	0.31%
DIS	Walt Disney Co Communication Services	Added	3,346	+810	$322,487	+11.8%	0.29%
VTRS	Viatris Inc Healthcare	Held	14,263	0	$192,693	+8.5%	0.17%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	300	0	$185,028	+2.2%	0.17%
NRK	Nuveen New York Amt-Free Quality Municipal Income Fund Financial Services	Held	16,594	0	$169,424	+1.2%	0.15%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	10,145	-28,368	$152,377	−70.0%	0.14%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	700	0	$151,606	−16.3%	0.14%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	3,585	0	$145,084	−11.8%	0.13%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	11,319	0	$137,865	−3.2%	0.12%
LOW	Lowes Companies Inc Consumer Cyclical	Held	555	0	$131,135	−2.0%	0.12%
BA	Boeing Co Industrials	Reduced	652	-25	$129,767	−11.7%	0.12%
AAPL	Apple Inc. Technology	Reduced	508	-565	$128,925	−55.8%	0.12%
EIM	Eaton Vance Municipal Bond Fund Financial Services	Held	13,000	0	$127,010	+0.4%	0.11%
SPY	Spdr S&P 500 ETF Trust	Held	190	0	$123,564	−4.6%	0.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	400	-50	$115,024	−18.3%	0.10%
ECL	Ecolab Inc. Basic Materials	NEW	300	NEW	$79,806	NEW	0.07%
UBS	UBS Group AG Financial Services	Reduced	2,000	-6,000	$78,140	−78.9%	0.07%
CAG	Conagra Brands Inc. Consumer Defensive	Added	4,610	+4,600	$72,469	+41789.6%	0.06%
AES	Aes Corp Utilities	Reduced	5,000	-3,000	$70,450	−38.6%	0.06%
BXMT	Blackstone Mortgage Trust, Inc. Real Estate	Added	3,614	+87	$69,208	+2.6%	0.06%
VGM	Invesco Trust for Investment Grade Municipals Financial Services	Held	7,000	0	$69,090	−4.8%	0.06%
JBLU	Jetblue Airways Corp Industrials	NEW	14,000	NEW	$61,880	NEW	0.06%
NKE	NIKE, Inc. Consumer Cyclical	Held	1,100	0	$58,102	−17.1%	0.05%
PEG	Public Service Enterprise Group Inc Utilities	NEW	700	NEW	$56,665	NEW	0.05%
OMC	Omnicom Group Inc. Communication Services	NEW	730	NEW	$54,976	NEW	0.05%
DIN	Dine Brands Global, Inc. Consumer Cyclical	Held	2,000	0	$52,480	−18.4%	0.05%
ETR	Entergy Corp /De/ Utilities	Held	460	0	$51,685	+21.6%	0.05%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	Held	4,400	0	$50,908	−2.8%	0.05%
KKR	KKR & Co. Inc. Financial Services	Added	540	+110	$49,950	−8.9%	0.04%
PAYX	Paychex Inc Technology	NEW	530	NEW	$48,823	NEW	0.04%