1y return+35.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $147 against $127 in the S&P 500.2
Mountain Hill Investment Partners Corp.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FBNDFidelity Merrimack Str Tr | $14.7M | 8.3% | +4.8% |
| VSTVistra Corp | $12.0M | 6.8% | +1.2% |
| NVDANvidia Corporation | $11.8M | 6.7% | −7.4% |
| IVVIshares Tr | $11.5M | 6.5% | |
| PFFIshares Tr | $10.3M | 5.8% | +10.9% |
| XLKSelect Sector Spdr Tr | $9.6M | 5.5% | |
| UPSUnited Parcel Svcs Inc | $9.4M | 5.3% | +6.8% |
| IGVIshares Tr | $8.2M | 4.6% | +8027.0% |
| GOOGAlphabet Inc | $7.7M | 4.3% | New |
| ORCLOracle Corp | $7.6M | 4.3% | +2109.7% |
| Amcor PLCCUSIP G0250X149 | $7.6M | 4.3% | +1.1% |
| CRMSalesforce Inc | $7.5M | 4.2% | |
| MSFTMicrosoft Corp | $7.0M | 3.9% | +2.4% |
| CEGConstellation Energy Corp | $6.5M | 3.7% | +1.3% |
| GISGeneral Mills Inc | $5.8M | 3.3% | +1.2% |
| XLESelect Sector Spdr Tr | $5.1M | 2.9% | |
| XHBSpdr Series Trust | $4.5M | 2.6% | |
| AMZNAmazon Com Inc | $4.4M | 2.5% | −40.7% |
| NOWServicenow Inc | $3.6M | 2.0% | +12531.6% |
| AVGOBroadcom Inc | $3.2M | 1.8% | New |
| CPBThe Campbells Company | $3.1M | 1.8% | |
| AZA2z Cust2mate Solutions Corp | $2.4M | 1.4% | +12.2% |
| VBVanguard Index Fds | $2.4M | 1.4% | |
| RYNRayonier Inc | $2.1M | 1.2% | |
| BGCBgc Group Inc | $1.0M | 0.6% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $145K |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $809K |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $9.6M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $11.8M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $465K |
| ABBVAbbvie Inc | December 31, 2024 | +41.6% | $668K |
| IWMIshares Tr | December 31, 2024 | +36.0% | $302K |
| VTRSViatris Inc | December 31, 2024 | +27.6% | $226K |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2024 | +27.4% | $142K |
| IVVIshares Tr | December 31, 2024 | +27.2% | $11.5M |
Sold off last quarter
- PEverpure Inc was $10.0M
- DIAState Str Spdr Dow Jones Ind was $7.3M
- VOOVanguard Index Fds was $4.2M
- AMDAdvanced Micro Devices Inc was $418K
- PEGPublic Svc Enterprise Group was $57K
- Honeywell Intl IncCUSIP 438516106 was $33K
- BHCBausch Health Cos Inc was $32K
- VTIVanguard Index Fds was $32K
- ADMArcher Daniels Midland Co was $23K
- NJRNew Jersey Res Corp was $9,281
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | +1.3% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +16.9% | +7.8% |
| June 30, 2025 | +12.7% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mountain Hill Investment Partners Corp. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2055557&type=13F-HR&dateb=&owner=include&count=40CIK 2055557
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2055557/000205555726000003/Filed July 16, 2026 · accession 0002055557-26-000003