Mountain Hill Investment Partners Corp.

CIK

2055557

Location

ATLANTIC HIGHLANDS, NJ

Portfolio Value

Small $183,855,935

Diversification

Diversified

Filing Date

Global Rank

#6,909 / 8,821 ▼ 275 · as of Jun 2026

Top Industry

Software - Infrastructure 21.4%

Period ended 32 days ago

Filed Oct 23, 2026 · 9d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.9% of the book (60%+)

Turnover

Medium turnover

90.0% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 74.9%; sector active share 35.5% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

168 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

12.0%

−5.1 pts

Top 5

44.7%

−2.5 pts

Top 10

71.0%

+1.1 pts

HHI

629

Diversified−66

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.9%	$62,374,755	15
Unclassified	32.0%	$58,786,161	32
Utilities	9.4%	$17,360,216	6
Industrials	7.1%	$13,096,081	14
Consumer Cyclical	6.8%	$12,431,413	19
Communication Services	4.4%	$8,162,348	11
Consumer Defensive	3.0%	$5,496,000	13
Financial Services	1.6%	$3,015,164	24
Real Estate	1.1%	$1,933,455	7
Healthcare	0.5%	$948,149	10
Basic Materials	0.1%	$143,453	4
Energy	0.1%	$108,740	13

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	+73,255	125,403	$17,217,831
AZ	A2z Cust2mate Solutions Corp.	+35,000	452,738	$2,603,243
SPCX	Space Exploration Technologies Corp	+26,865	27,465	$4,143,369
AVGO	Broadcom Inc.	+26,631	35,156	$12,346,435
JBLU	Jetblue Airways Corp	+25,000	44,000	$186,120
IEP	Icahn Enterprises L.P.	+2,000	12,000	$81,000
JOBY	Joby Aviation, Inc.	+1,500	9,000	$54,450
UPS	United Parcel Service Inc	+1,201	88,808	$8,298,219
AAL	American Airlines Group Inc.	+1,000	7,000	$93,590
FINS	Angel Oak Financial Strategies Income Term Trust	+1,000	4,333	$51,692
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+923	1,102	$43,462
AAPL	Apple Inc.	+830	1,338	$445,580
AB	Alliancebernstein Holding L.P.	+500	1,500	$52,320
VST	Vistra Corp.	+441	75,926	$10,504,362
NFLX	Netflix Inc	+390	1,090	$75,842
VB	Vanguard Index Funds	+389	8,313	$2,364,965
GOOG	Alphabet Inc.	+305	21,997	$7,495,257
LOW	Lowes Companies Inc	+250	805	$148,353
MCD	Mcdonalds Corp	+210	237	$54,732
CEG	Constellation Energy Corp	+187	26,315	$6,684,536
CAG	Conagra Brands Inc.	+115	6,176	$83,005
SCHD	Schwab U.S. Dividend Equity ETF	+113	1,061	$34,514
NKE	NIKE, Inc.	+110	125	$4,425
BXMT	Blackstone Mortgage Trust, Inc.	+102	3,801	$43,521
HRL	Hormel Foods Corp	+79	151	$3,010
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
IGV	iShares Expanded Tech-Software Sector ETF	−89,100	1,110	$118,192
CRM	Salesforce, Inc.	−18,007	29,571	$6,788,614
VTRS	Viatris Inc	−7,000	7,263	$128,700
T	At&T Inc.	−3,927	204	$4,977
FBND	Fidelity Total Bond ETF	−1,400	320,948	$13,897,048
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−829	49,734	$9,735,430
NVDA	Nvidia Corp	−459	58,301	$13,314,782
VZ	Verizon Communications Inc	−251	600	$27,522
DG	Dollar General Corp	−150	250	$29,895
FENY	Fidelity MSCI Energy Index ETF	−136	370	$12,543
CVX	Chevron Corp	−100	27	$5,513
MSFT	Microsoft Corp	−93	18,596	$9,537,888
XOM	ExxonMobil Holdings Corp	−87	1	$162
AMZN	Amazon Com Inc	−65	18,258	$4,548,980
OXY	Occidental Petroleum Corp	−59	69	$3,817
GOOGL	Alphabet Inc.	−49	356	$122,492
CHRD	Chord Energy Corp	−30	2	$268
KO	Coca Cola Co	−29	128	$11,018
AMCR	Amcor plc	−25	176,040	$7,369,034
COP	Conocophillips	−7	9	$1,126
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
AADX	Applied Aerospace & Defense, Inc.	5,000	$60,150
UBER	Uber Technologies, Inc	800	$54,808
PEP	Pepsico Inc	320	$40,550
VALE	Vale S.A.	3,000	$40,230
TJX	Tjx Companies Inc	200	$26,462
VRT	Vertiv Holdings Co	100	$24,131
BHC	Bausch Health Companies Inc.	4,000	$23,320
AZN	Astrazeneca PLC	100	$16,147
VOO	VANGUARD 500 INDEX FUND	20	$14,017
ACM	Aecom	200	$11,790
ISRG	Intuitive Surgical Inc	25	$10,165
SYK	Stryker Corp	30	$8,261
PFS	Provident Financial Services Inc	284	$6,290
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	100	$4,736
CLX	Clorox Co	36	$2,916
WMT	Walmart Inc.	25	$2,598
PG	PROCTER & GAMBLE Co	10	$1,452
LULU	lululemon athletica inc.	15	$1,442
TSM	Taiwan Semiconductor Manufacturing Co Ltd	3	$1,368
DKS	Dick's Sporting Goods, Inc.	10	$1,342
UVV	Universal Corp	30	$1,253
CNK	Cinemark Holdings, Inc.	30	$1,119
PSKY	Skydance Corp	1,172	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	36,000	$3,574,080
CPB	CAMPBELL'S Co	138,900	$3,093,303
VOD	Vodafone Group Public Ltd Co	10,115	$133,821
PAYX	Paychex Inc	530	$52,114
ITIC	Investors Title Co	150	$41,052
LLY	ELI LILLY & Co	26	$31,185
META	Meta Platforms, Inc.	40	$22,531
SKYD	Skydance Corp	1,172	$11,556
IYE	iShares U.S. Energy ETF	91	$5,149
MPWR	Monolithic Power Systems, Inc.	3	$4,147
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	56	$4,110
IEFA	iShares Core MSCI EAFE ETF	38	$3,670
QQQJ	Invesco Ltd.	52	$2,362
VPU	VANGUARD UTILITIES INDEX FUND	12	$2,348
QYLD	Global X NASDAQ 100 Covered Call ETF	114	$2,101
HE	Hawaiian Electric Industries Inc	150	$2,029
AGG	iShares Core U.S. Aggregate Bond ETF	19	$1,880
KIO	KKR Income Opportunities Fund	163	$1,835
EPR	Epr Properties	30	$1,740
FHLC	Fidelity MSCI Health Care Index ETF	20	$1,545
—		55	$1,507
IYZ	iShares U.S. Telecommunications ETF	33	$1,396
MAT	Mattel Inc	100	$1,388
LOAN	Manhattan Bridge Capital, Inc	292	$1,319
MRK	Merck & Co., Inc.	10	$1,285
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

168 tracked positions · $183,855,935 total · filing declares 168 positions · $184,199,735 · as of Sep 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 168 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ORCL	Oracle Corp Technology	Added	125,403	+73,255	$17,217,831	+125.3%	9.36%
FBND	Fidelity Total Bond ETF	Reduced	320,948	-1,400	$13,897,048	−5.2%	7.56%
NVDA	Nvidia Corp Technology	Reduced	58,301	-459	$13,314,782	+13.2%	7.24%
AVGO	Broadcom Inc. Technology	Added	35,156	+26,631	$12,346,435	+283.4%	6.72%
IVV	iShares Core S&P 500 ETF	Added	15,326	+31	$11,737,417	+2.5%	6.38%
VST	Vistra Corp. Utilities	Added	75,926	+441	$10,504,362	−12.3%	5.71%
PFF	iShares Preferred and Income Securities ETF	Held	336,638	0	$9,930,821	−3.2%	5.40%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	49,734	-829	$9,735,430	+1.1%	5.30%
MSFT	Microsoft Corp Technology	Reduced	18,596	-93	$9,537,888	+36.8%	5.19%
UPS	United Parcel Service Inc Industrials	Added	88,808	+1,201	$8,298,219	−11.9%	4.51%
GOOG	Alphabet Inc. Communication Services	Added	21,997	+305	$7,495,257	−2.2%	4.08%
AMCR	Amcor plc Consumer Cyclical	Reduced	176,040	-25	$7,369,034	−3.5%	4.01%
CRM	Salesforce, Inc. Technology	Reduced	29,571	-18,007	$6,788,614	−8.9%	3.69%
CEG	Constellation Energy Corp Utilities	Added	26,315	+187	$6,684,536	+3.0%	3.64%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Held	96,624	0	$5,942,376	+15.8%	3.23%
GIS	General Mills Inc Consumer Defensive	Held	165,300	0	$5,316,048	−7.6%	2.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,258	-65	$4,548,980	+4.2%	2.47%
SPCX	Space Exploration Technologies Corp Industrials	Added	27,465	+26,865	$4,143,369	+3941.7%	2.25%
XHB	State Street(R) SPDR(R) S&P(R) Homebuilders ETF	Held	39,300	0	$3,773,979	−16.9%	2.05%
AZ	A2z Cust2mate Solutions Corp. Technology	Added	452,738	+35,000	$2,603,243	+7.1%	1.42%
VB	Vanguard Index Funds	Added	8,313	+389	$2,364,965	−1.5%	1.29%
RYN	Rayonier Inc Real Estate	Held	100,000	0	$1,836,000	−13.7%	1.00%
BGC	BGC Group, Inc. Financial Services	Held	95,392	0	$1,099,869	+7.9%	0.60%
GS	Goldman Sachs Group Inc Financial Services	Held	800	0	$720,288	−11.0%	0.39%
ABBV	AbbVie Inc. Healthcare	Held	2,655	0	$694,521	+4.0%	0.38%
QQQ	Invesco Qqq Trust, Series 1	Held	631	0	$466,794	+0.5%	0.25%
AAPL	Apple Inc. Technology	Added	1,338	+830	$445,580	+203.1%	0.24%
DIS	Walt Disney Co Communication Services	Held	3,346	0	$350,995	+9.0%	0.19%
IWM	iShares Russell 2000 ETF	Held	1,004	0	$279,001	−7.5%	0.15%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	300	0	$197,013	−6.6%	0.11%
JBLU	Jetblue Airways Corp Industrials	Added	44,000	+25,000	$186,120	+71.0%	0.10%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	700	0	$159,677	−0.6%	0.09%
NRK	Nuveen New York Amt-Free Quality Municipal Income Fund Financial Services	Held	16,594	0	$153,328	−13.8%	0.08%
LOW	Lowes Companies Inc Consumer Cyclical	Added	805	+250	$148,353	+21.2%	0.08%
SPY	Spdr S&P 500 ETF Trust	Held	190	0	$144,899	+2.1%	0.08%
BN	BROOKFIELD Corp Financial Services	Held	3,585	0	$130,709	−14.4%	0.07%
VTRS	Viatris Inc Healthcare	Reduced	7,263	-7,000	$128,700	−43.2%	0.07%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	11,319	0	$122,584	−14.6%	0.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	356	-49	$122,492	−15.4%	0.07%
BA	Boeing Co Industrials	Held	652	0	$121,304	−14.1%	0.07%
IGV	iShares Expanded Tech-Software Sector ETF	Reduced	1,110	-89,100	$118,192	−98.6%	0.06%
EIM	Eaton Vance Municipal Bond Fund Financial Services	Held	13,000	0	$117,910	−8.9%	0.06%
UBS	UBS Group AG Financial Services	Held	2,000	0	$96,260	−2.9%	0.05%
AAL	American Airlines Group Inc. Industrials	Added	7,000	+1,000	$93,590	−13.7%	0.05%
CAG	Conagra Brands Inc. Consumer Defensive	Added	6,176	+115	$83,005	+1.7%	0.05%
ECL	Ecolab Inc. Basic Materials	Held	300	0	$82,374	−1.4%	0.04%
IEP	Icahn Enterprises L.P. Energy	Added	12,000	+2,000	$81,000	+12.3%	0.04%
GEV	GE Vernova Inc. Industrials	Added	80	+25	$76,039	+17.7%	0.04%
NFLX	Netflix Inc Communication Services	Added	1,090	+390	$75,842	+51.7%	0.04%
AES	Aes Corp Utilities	Held	5,000	0	$74,500	+1.6%	0.04%

Showing the top 50 of 168 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.