Mountain Hill Investment Partners Corp.

CIK

2055557

Location

ATLANTIC HIGHLANDS, NJ

Portfolio Value

Small $101,834,282

Diversification

Diversified

Filing Date

Global Rank

#1,900 / 3,203 ▲ 3562

Top Industry

Utilities - Independent Power Producers 18.3%

3Y Alpha vs SPY

+31.1%

Period ended 30 days ago

Filed Jul 16, 2026 · 14d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 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

+72.1%

SPY

+21.4%

Annualised alpha

+31.0%

Max drawdown

−21.6%

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. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.8%

+1.8 pts

Top 5

47.6%

+3.6 pts

Top 10

78.0%

+2.8 pts

HHI

705

Diversified+37

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.5%	$43,311,974	19
Utilities	18.3%	$18,650,327	9
Consumer Cyclical	12.2%	$12,454,088	18
Industrials	9.9%	$10,043,209	12
Consumer Defensive	8.8%	$8,991,893	10
Financial Services	3.1%	$3,138,814	25
Real Estate	2.2%	$2,258,760	12
Healthcare	1.0%	$985,559	8
Communication Services	0.9%	$890,533	11
Unclassified	0.8%	$842,081	4
Energy	0.2%	$157,716	16
Basic Materials	0.1%	$109,328	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	+49,788	52,148	$7,642,289
AZ	A2z Cust2mate Solutions Corp.	+45,519	417,738	$2,431,235
NOW	ServiceNow, Inc.	+35,715	36,000	$3,574,080
UPS	United Parcel Service Inc	+5,601	87,607	$9,417,752
JBLU	Jetblue Airways Corp	+5,000	19,000	$108,870
T	At&T Inc.	+3,857	4,131	$85,511
AMCR	Amcor plc	+1,921	176,065	$7,632,417
GIS	General Mills Inc	+1,900	165,300	$5,752,440
CAG	Conagra Brands Inc.	+1,451	6,061	$81,581
VST	Vistra Corp.	+900	75,485	$11,974,185
MSFT	Microsoft Corp	+432	18,689	$6,971,370
CEG	Constellation Energy Corp	+343	26,128	$6,489,411
PAR	Par Technology Corp	+300	1,500	$26,130
NFLX	Netflix Inc	+200	700	$49,980
CVX	Chevron Corp	+101	127	$21,051
BXMT	Blackstone Mortgage Trust, Inc.	+85	3,699	$62,698
MAT	Mattel Inc /De/	+50	100	$1,388
HD	Home Depot, Inc.	+30	175	$61,719
DPZ	Dominos Pizza Inc	+30	160	$47,366
HRL	Hormel Foods Corp /De/	+21	72	$1,787
LOAN	Manhattan Bridge Capital, Inc	+7	292	$1,319
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+6	317	$4,384
AGNC	AGNC Investment Corp.	+5	133	$1,449
ABR	Arbor Realty Trust Inc	+5	176	$953
KIO	KKR Income Opportunities Fund	+5	163	$1,835
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAL	American Airlines Group Inc.	−639,400	6,000	$108,420
AMZN	Amazon Com Inc	−12,569	18,323	$4,367,103
NVDA	Nvidia Corp	−4,700	58,760	$11,757,288
BGC	BGC Group, Inc.	−1,782	95,392	$1,019,740
NKE	NIKE, Inc.	−1,085	15	$615
PYPL	PayPal Holdings, Inc.	−1,000	8	$345
CSCO	Cisco Systems, Inc.	−500	1	$117
CENN	Cenntro Inc.	−256	4	$14
HON	Honeywell International Inc	−73	72	$16,120
VOD	Vodafone Group Public Ltd Co	−30	10,115	$133,821
BRK-B	Berkshire Hathaway Inc	−23	54	$27,021
LLY	ELI LILLY & Co	−16	26	$31,185
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	8,525	$3,220,318
SPCX	Space Exploration Technologies Corp	600	$102,516
IEP	Icahn Enterprises L.P.	10,000	$72,100
JOBY	Joby Aviation, Inc.	7,500	$66,900
GEV	GE Vernova Inc.	55	$64,617
PPL	PPL Corp	1,500	$54,525
DHR	Danaher Corp /De/	200	$38,096
AB	Alliancebernstein Holding L.P.	1,000	$35,220
FMC	Fmc Corp	2,000	$23,000
NMRK	Newmark Group, Inc.	1,500	$22,665
META	Meta Platforms, Inc.	40	$22,531
HONA	Honeywell Aerospace Inc.	72	$15,897
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
P	Everpure, Inc.	169,200	$9,989,568
DIA	Spdr Dow Jones Industrial Average ETF Trust	15,676	$7,260,966
AMD	Advanced Micro Devices Inc	2,055	$418,048
PEG	Public Service Enterprise Group Inc	700	$56,665
BHC	Bausch Health Companies Inc.	6,000	$32,400
ADM	Archer-Daniels-Midland Co	315	$22,897
NJR	New Jersey Resources Corp	169	$9,281
WBD	Warner Bros. Discovery, Inc.	118	$3,240
NXDT	Nexpoint Diversified Real Estate Trust	260	$1,214
WPC	W. P. Carey Inc.	17	$1,155
SIRI	Sirius Xm Holdings Inc.	31	$715
HFRO	Highland Opportunities & Income Fund	125	$713
STAG	STAG Industrial, Inc.	16	$576
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.

Portfolio Positions

Compact Export CSV View 13F filing

148 tracked positions · $101,834,282 total · as of Jun 30, 2026

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

Showing 1–50 of 148 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VST	Vistra Corp. Utilities	Added	75,485	+900	$11,974,185	+6.8%	11.76%
NVDA	Nvidia Corp Technology	Reduced	58,760	-4,700	$11,757,288	+6.2%	11.55%
UPS	United Parcel Service Inc Industrials	Added	87,607	+5,601	$9,417,752	+16.7%	9.25%
ORCL	Oracle Corp Technology	Added	52,148	+49,788	$7,642,289	+2101.3%	7.50%
AMCR	Amcor plc Consumer Cyclical	Added	176,065	+1,921	$7,632,417	+10.3%	7.49%
CRM	Salesforce, Inc. Technology	Held	47,578	0	$7,453,569	−16.1%	7.32%
MSFT	Microsoft Corp Technology	Added	18,689	+432	$6,971,370	+3.2%	6.85%
CEG	Constellation Energy Corp Utilities	Added	26,128	+343	$6,489,411	−9.9%	6.37%
GIS	General Mills Inc Consumer Defensive	Added	165,300	+1,900	$5,752,440	−5.4%	5.65%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,323	-12,569	$4,367,103	−32.1%	4.29%
NOW	ServiceNow, Inc. Technology	Added	36,000	+35,715	$3,574,080	+11895.2%	3.51%
AVGO	Broadcom Inc. Technology	NEW	8,525	NEW	$3,220,318	NEW	3.16%
CPB	CAMPBELL'S Co Consumer Defensive	Held	138,900	0	$3,093,303	0.0%	3.04%
AZ	A2z Cust2mate Solutions Corp. Technology	Added	417,738	+45,519	$2,431,235	−2.1%	2.39%
RYN	Rayonier Inc Real Estate	Held	100,000	0	$2,128,000	+3.2%	2.09%
BGC	BGC Group, Inc. Financial Services	Reduced	95,392	-1,782	$1,019,740	+7.3%	1.00%
GS	Goldman Sachs Group Inc Financial Services	Held	800	0	$809,096	+19.5%	0.79%
ABBV	AbbVie Inc. Healthcare	Held	2,655	0	$668,104	+15.7%	0.66%
QQQ	Invesco Qqq Trust, Series 1	Held	631	0	$464,668	+27.6%	0.46%
DIS	Walt Disney Co Communication Services	Held	3,346	0	$322,052	−0.1%	0.32%
VTRS	Viatris Inc Healthcare	Held	14,263	0	$226,496	+17.5%	0.22%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	300	0	$211,002	+14.0%	0.21%
NRK	Nuveen New York Amt-Free Quality Municipal Income Fund Financial Services	Held	16,594	0	$177,887	+5.0%	0.17%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	700	0	$160,699	+6.0%	0.16%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	3,585	0	$152,685	+5.2%	0.15%
AAPL	Apple Inc. Technology	Held	508	0	$146,994	+14.0%	0.14%
GOOGL	Alphabet Inc. Communication Services	Added	405	+5	$144,734	+25.8%	0.14%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	11,319	0	$143,524	+4.1%	0.14%
SPY	Spdr S&P 500 ETF Trust	Held	190	0	$141,886	+14.8%	0.14%
BA	Boeing Co Industrials	Held	652	0	$141,138	+8.8%	0.14%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	10,115	-30	$133,821	−12.2%	0.13%
EIM	Eaton Vance Municipal Bond Fund Financial Services	Held	13,000	0	$129,480	+1.9%	0.13%
LOW	Lowes Companies Inc Consumer Cyclical	Held	555	0	$122,371	−6.7%	0.12%
JBLU	Jetblue Airways Corp Industrials	Added	19,000	+5,000	$108,870	+75.9%	0.11%
AAL	American Airlines Group Inc. Industrials	Reduced	6,000	-639,400	$108,420	−98.4%	0.11%
SPCX	Space Exploration Technologies Corp Industrials	NEW	600	NEW	$102,516	NEW	0.10%
UBS	UBS Group AG Financial Services	Held	2,000	0	$99,120	+26.8%	0.10%
T	At&T Inc. Communication Services	Added	4,131	+3,857	$85,511	+976.6%	0.08%
ECL	Ecolab Inc. Basic Materials	Held	300	0	$83,583	+4.7%	0.08%
CAG	Conagra Brands Inc. Consumer Defensive	Added	6,061	+1,451	$81,581	+12.6%	0.08%
VGM	Invesco Trust for Investment Grade Municipals Financial Services	Held	7,000	0	$74,200	+7.4%	0.07%
AES	Aes Corp Utilities	Held	5,000	0	$73,300	+4.0%	0.07%
IEP	Icahn Enterprises L.P. Energy	NEW	10,000	NEW	$72,100	NEW	0.07%
DIN	Dine Brands Global, Inc. Consumer Cyclical	Held	2,000	0	$71,800	+36.8%	0.07%
JOBY	Joby Aviation, Inc. Industrials	NEW	7,500	NEW	$66,900	NEW	0.07%
GEV	GE Vernova Inc. Industrials	NEW	55	NEW	$64,617	NEW	0.06%
BXMT	Blackstone Mortgage Trust, Inc. Real Estate	Added	3,699	+85	$62,698	−9.4%	0.06%
HD	Home Depot, Inc. Consumer Cyclical	Added	175	+30	$61,719	+29.4%	0.06%
PPL	PPL Corp Utilities	NEW	1,500	NEW	$54,525	NEW	0.05%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	Held	4,400	0	$54,164	+6.4%	0.05%

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.