Mountain Hill Investment Partners Corp.

CIK 2055557 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$176.5M
#6.884 dari 9.443 berdasarkan nilai 13F · top 72.9%
Posisi
195
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +4.5% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
58,15%
Bobot 25 kepemilikan teratas
95,65%
Posisi di atas 1%
24
Jumlah posisi efektif
21,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 19,46% Perkiraan pembelian $33.617.268 · penjualan $37.853.524

Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 61,3% masih dipegang

Posisi baru
17
Meningkat
57
Menurun
13
Tertutup
27
Di halaman ini

Rincian sektor

Technology
23,1%
Utilities
10,6%
Logistics & Transportation
5,3%
Consumer Staples
5,1%
Communication Services
4,7%
Packaging
4,3%
Retail
2,6%
Industrials
1,7%
Real Estate
1,3%
Financial Services
1,3%
Healthcare
0,6%
Financials
0,1%
Telecommunication
0,1%
Materials
0,1%
Consumer Discretionary
0,1%
Consumer products
0,0%
Energy
0,0%
Communications
0,0%
Lainnya/Tidak terpetakan
38,9%

Portofolio lengkap 195 posisi

Tipe Rentetan Tren 8 kuartal
FBND $14.663.632 8,31% 322.348 $633.230 Naik ×1
VST Vistra Corp. Common Stock $11.974.186 6,78% 75.485 $761.823 Naik ×2
NVDA NVIDIA Corporation - Common Stock $11.757.288 6,66% 58.760 $689.864 Turun ×1
IVV $11.454.330 6,49% 15.295 $1.431.425 Turun ×2
PFF iShares Preferred and Income Securities ETF $10.264.093 5,81% 336.638 $1.057.940 Naik ×6
XLK XLK $9.633.263 5,46% 50.563 $2.902.941 Turun ×1
UPS United Parcel Service, Inc. Common Stock $9.417.707 5,33% 87.607 $1.349.982 Naik ×1
IGV $8.173.026 4,63% 90.210 $8.084.170 Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock $7.664.434 4,34% 21.692
ORCL Oracle Corporation Common Stock $7.642.289 4,33% 52.148 $7.295.109 Naik ×3
AMCR Amcor plc Ordinary Shares $7.632.438 4,32% 176.065 $710.211 Naik ×1
CRM Salesforce, Inc. Common Stock $7.453.569 4,22% 47.578 $-1.427.816
MSFT Microsoft Corporation - Common Stock $6.971.379 3,95% 18.689 $213.181 Naik ×2
CEG Constellation Energy Corporation - Common Stock When-Issued $6.489.411 3,68% 26.128 $-711.050 Naik ×1
GIS General Mills, Inc. Common Stock $5.752.440 3,26% 165.300 $-329.308 Naik ×2
XLE XLE $5.131.682 2,91% 96.624 $-787.473 Naik ×4
XHB XHB $4.541.508 2,57% 39.300 $661.812
AMZN Amazon.com, Inc. - Common Stock $4.367.104 2,47% 18.323 $-2.066.773 Turun ×1
NOW ServiceNow, Inc. Common Stock $3.574.080 2,02% 36.000 $3.544.283 Naik ×1
AVGO Broadcom Inc. - Common Stock $3.220.319 1,82% 8.525 Naik ×1
CPB The Campbell's Company - Common Stock $3.093.303 1,75% 138.900 $0
AZ A2Z Cust2Mate Solutions Corp. - Common Shares $2.431.238 1,38% 417.738 $-51.461 Naik ×4
VB $2.401.923 1,36% 7.924 $328.040 Naik ×3
RYN Rayonier Inc. REIT Common Stock $2.128.000 1,21% 100.000 $66.000
BGC BGC Group, Inc. - Class A Common Stock $1.019.740 0,58% 95.392 $69.378 Turun ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $809.096 0,46% 800 $132.304
ABBV AbbVie Inc. Common Stock $668.104 0,38% 2.655 $90.668
QQQ Invesco QQQ Trust, Series 1 $464.668 0,26% 631 $100.467
DIS Walt Disney Company (The) Common Stock $322.033 0,18% 3.346 $-435
IWM $301.652 0,17% 1.004 $52.660
PGX $248.290 0,14% 22.905 $-916
VTRS Viatris Inc. - Common Stock $226.496 0,13% 14.263 $33.803
MDY $211.002 0,12% 300 $25.974
NRK Nuveen New York AMT-Free Quality Municipal Income Fund $177.888 0,10% 16.594 $8.463
AJG Arthur J. Gallagher & Co. Common Stock $160.699 0,09% 700 $9.093
BN Brookfield Corporation Class A Limited Voting Shares $152.685 0,09% 3.585 $7.600
AAPL Apple Inc. - Common Stock $146.875 0,08% 508 $18.055
GOOGL Alphabet Inc. - Class A Common Stock $144.735 0,08% 405 $29.711 Naik ×1
NZF Nuveen Municipal Credit Income Fund $143.525 0,08% 11.319 $5.660
SPY SPY $141.718 0,08% 190 $18.300
BA Boeing Company (The) Common Stock $141.144 0,08% 652 $11.371
VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares $133.776 0,08% 10.115 $-18.608 Turun ×2
EIM $129.480 0,07% 13.000 $2.470
LOW Lowe's Companies, Inc. Common Stock $122.372 0,07% 555 $-8.763
JBLU JetBlue Airways Corporation - Common Stock $108.870 0,06% 19.000 $46.990 Naik ×1
AAL American Airlines Group, Inc. - Common Stock $108.420 0,06% 6.000 $-6.823.176 Turun ×1
Penerbit tidak dikenal (CUSIP: 84615Q103) $102.516 0,06% 600 Naik ×1
UBS UBS Group AG Registered Ordinary Shares $99.120 0,06% 2.000 $20.980
T AT&T Inc. $85.519 0,05% 4.131 $77.568 Naik ×1
ECL Ecolab Inc. Common Stock $83.583 0,05% 300 $3.777
CAG ConAgra Brands, Inc. Common Stock $81.584 0,05% 6.061 $9.109 Naik ×2
VGM Invesco Trust for Investment Grade Municipals Common Stock (DE) $74.200 0,04% 7.000 $5.110
AES The AES Corporation Common Stock $73.300 0,04% 5.000 $2.850
IEP Icahn Enterprises L.P. - Depositary Units representing Limited Partner Interests $72.100 0,04% 10.000 Naik ×1
DIN Dine Brands Global, Inc. Common Stock $71.800 0,04% 2.000 $19.320
JOBY Joby Aviation, Inc. Common Stock $66.900 0,04% 7.500 Naik ×1
GEV GE Vernova Inc. Common Stock $64.617 0,04% 55 Naik ×1
BXMT Blackstone Mortgage Trust, Inc. Common Stock $62.700 0,04% 3.699 $-6.508 Naik ×6
HD Home Depot, Inc. (The) Common Stock $61.719 0,03% 175 $14.030 Naik ×1
PPL PPL Corporation Common Stock $54.525 0,03% 1.500 Naik ×1
MUJ Blackrock MuniHoldings New Jersey Quality Fund, Inc. Common Stock $54.164 0,03% 4.400 $3.256
OMC Omnicom Group Inc. Common Stock $53.166 0,03% 730 $-1.810
ETR Entergy Corporation Common Stock $52.836 0,03% 460 $1.150
PAYX Paychex, Inc. - Common Stock $52.115 0,03% 530 $3.291
WH Wyndham Hotels & Resorts, Inc. Common Stock $50.526 0,03% 600 $1.788
NFLX Netflix, Inc. - Common Stock $49.980 0,03% 700 $1.905 Naik ×1
KKR KKR & Co. Inc. Common Stock $49.561 0,03% 540 $-389
DPZ Domino's Pizza Inc - Common Stock $47.366 0,03% 160 $723 Naik ×1
DG Dollar General Corporation Common Stock $46.044 0,03% 400 $-1.448
FINS Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial Interest $42.662 0,02% 3.333 $166
V Visa Inc. $41.171 0,02% 120 $4.902
ITIC Investors Title Company - Common Stock $41.052 0,02% 150 $8.451
XLF XLF $40.208 0,02% 750 $3.180
DHR Danaher Corporation Common Stock $38.096 0,02% 200 Naik ×1
VZ Verizon Communications Inc. Common Stock $36.018 0,02% 851 $-6.653 Naik ×1
AB AllianceBernstein Holding L.P. Units $35.220 0,02% 1.000
VXUS Vanguard Total International Stock ETF $34.985 0,02% 409 $6.202 Naik ×3
LLY Eli Lilly and Company Common Stock $31.185 0,02% 26 $-7.445 Turun ×1
CVCO Cavco Industries, Inc. - Common Stock $30.719 0,02% 50 $6.504
SCHD $30.047 0,02% 948 $2.313 Naik ×5
GRNY $29.033 0,02% 1.050 $3.969
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $26.775 0,02% 597 $238
BRKB $26.771 0,02% 54 $-10.127 Turun ×1
PAR PAR Technology Corporation Common Stock $26.130 0,01% 1.500 $10.134 Naik ×4
BX Blackstone Inc. Common Stock $25.887 0,01% 220 $589
ET Energy Transfer LP Common Units $25.159 0,01% 1.316 $-210 Naik ×5
FISV Fiserv, Inc. - Common Stock $24.525 0,01% 500 $-3.375
NYT New York Times Company (The) Common Stock $24.493 0,01% 350 $-4.813
AMH American Homes 4 Rent Common Shares of Beneficial Interest $23.464 0,01% 700 $3.920
FMC FMC Corporation Common Stock $23.000 0,01% 2.000 Naik ×1
NMRK Newmark Group, Inc. - Class A Common Stock $22.665 0,01% 1.500
META Meta Platforms, Inc. - Class A Common Stock $22.532 0,01% 40
CVX Chevron Corporation Common Stock $20.979 0,01% 127 $15.535 Naik ×1
NMIH NMI Holdings Inc - Common Stock $20.545 0,01% 500 $1.790
CALY Callaway Golf Company Common Stock $18.790 0,01% 1.000 $4.910
JAKK JAKKS Pacific, Inc. - Common Stock $18.624 0,01% 800 $2.688
CPRI Capri Holdings Limited Ordinary Shares $18.570 0,01% 1.000 $950
Penerbit tidak dikenal (CUSIP: 438516205) $16.121 0,01% 72 Naik ×1
Penerbit tidak dikenal (CUSIP: 43849R105) $15.918 0,01% 72 Naik ×1
FENY $14.960 0,01% 506 $-2.136 Naik ×6

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
PFF $10.264.093 5,81% naik ×6
ORCL $7.642.289 4,33% naik ×3
XLE $5.131.682 2,91% naik ×4
AZ $2.431.238 1,38% naik ×4
VB $2.401.923 1,36% naik ×3
BXMT $62.700 0,04% naik ×6
VXUS $34.985 0,02% naik ×3
SCHD $30.047 0,02% naik ×5
PAR $26.130 0,01% naik ×4
ET $25.159 0,01% naik ×5
FENY $14.960 0,01% naik ×6
DVN $7.538 0,00% naik ×6
QYLD $2.102 0,00% naik ×6
JEPQ $2.090 0,00% naik ×3
AIPI $1.842 0,00% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
GOOG $7.664.434 21.692 4,34%
AVGO $3.220.319 8.525 1,82%
Penerbit tidak dikenal (CUSIP: 84615Q103) $102.516 600 0,06%
IEP $72.100 10.000 0,04%
JOBY $66.900 7.500 0,04%
GEV $64.617 55 0,04%
PPL $54.525 1.500 0,03%
DHR $38.096 200 0,02%
AB $35.220 1.000 0,02%
FMC $23.000 2.000 0,01%
NMRK $22.665 1.500 0,01%
META $22.532 40 0,01%
Penerbit tidak dikenal (CUSIP: 438516205) $16.121 72 0,01%
Penerbit tidak dikenal (CUSIP: 43849R105) $15.918 72 0,01%
Penerbit tidak dikenal (CUSIP: 77926X320) $739 10 0,00%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
XLK Dipangkas -79 +$2.9M
AMZN Dipangkas -13K -$2.1M
IVV Dipangkas -49 +$1.4M
CRM Hanya pergerakan harga +0 -$1.4M
UPS Beli lebih banyak +6K +$1.3M
PFF Beli lebih banyak +33K +$1.1M
XLE Beli lebih banyak +1 -$787K
VST Beli lebih banyak +900 +$762K
CEG Beli lebih banyak +343 -$711K
AMCR Beli lebih banyak +2K +$710K

4 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
PSTG 30 Juni 2026 169.200 $9.989.568 Tidak lagi dilacak
SLB 31 Maret 2026 230.600 $8.850.428 4,7%
DIA 30 Juni 2026 15.676 $7.260.966 Tidak lagi dilacak
UBER 30 Sep. 2025 73.200 $6.829.560 -20,2%
PSTG 30 Sep. 2025 97.090 $5.590.442 Tidak lagi dilacak
PSX 31 Maret 2025 43.315 $4.934.878 96,8%
VOO 30 Juni 2026 7.100 $4.242.605 Tidak lagi dilacak
IHAK 30 Juni 2025 79.320 $3.726.454 Tidak lagi dilacak
SNDK 30 Sep. 2025 27.314 $1.238.690 1330,5%
NMRK 30 Sep. 2025 84.354 $1.024.901 -14,2%
FANG 31 Maret 2026 3.500 $526.155 7,0%
GLNG 31 Maret 2026 13.662 $508.350 -1,5%
AMD 30 Juni 2026 2.055 $418.049 -19,0%
NVG 31 Des. 2025 11.503 $141.372 -3,2%
CLX 31 Maret 2026 1.200 $120.996 1,8%
UGI 31 Maret 2025 4.000 $112.920 14,8%
SBLK 30 Juni 2025 5.000 $77.800 76,5%
META 31 Maret 2026 110 $72.610 -4,1%
EFA 31 Maret 2025 894 $67.595 Tidak lagi dilacak
ETV 30 Juni 2025 4.565 $60.304 9,7%
AMAT 31 Maret 2026 225 $57.823 44,6%
PEG 30 Juni 2026 700 $56.665 -8,5%
VALE 31 Maret 2026 3.500 $45.605 -8,8%
ICE 31 Maret 2025 300 $44.703 -6,7%
SBUX 31 Des. 2025 500 $42.300 23,1%
KRE 31 Des. 2025 615 $38.930 Tidak lagi dilacak
AB 30 Juni 2025 1.000 $38.310 -11,3%
EOG 31 Des. 2025 330 $37.000 45,5%
PARA 30 Juni 2025 3.000 $35.880
LDOS 30 Sep. 2025 216 $34.076 -24,9%
DECK 30 Juni 2025 300 $33.543 -12,8%
BAC 31 Maret 2026 600 $33.000 28,1%
HON 30 Juni 2026 145 $32.774 -1,9%
IAU 31 Maret 2026 400 $32.468 Tidak lagi dilacak
BHC 30 Juni 2026 6.000 $32.400 37,6%
JPM 31 Maret 2026 100 $32.222 20,8%
VTI 30 Juni 2026 100 $32.081 Tidak lagi dilacak
IEDI 31 Maret 2025 600 $32.054 Tidak lagi dilacak
IBM 31 Maret 2026 100 $29.621 -3,6%
WDC 31 Maret 2026 171 $29.458 73,9%
ANET 31 Des. 2025 200 $29.142 43,8%
IVW 31 Maret 2025 273 $27.718 Tidak lagi dilacak
STX 31 Maret 2026 100 $27.539 119,2%
NOBL 31 Maret 2025 263 $26.182 Tidak lagi dilacak
NEM 31 Maret 2026 250 $24.963 20,9%
GILD 31 Maret 2026 200 $24.548 3,9%
UNG 31 Des. 2025 1.875 $24.506 Tidak lagi dilacak
MDLZ 30 Juni 2025 354 $24.019 -4,9%
CALY 31 Maret 2025 3.000 $23.580 142,5%
ADM 30 Juni 2026 315 $22.897 8,1%
BTX 31 Maret 2025 3.000 $22.320 43,8%
VUG 31 Maret 2025 52 $21.343 Tidak lagi dilacak
SBUX 30 Juni 2025 200 $19.618 13,1%
DVY 31 Maret 2025 148 $19.431
BTT 31 Maret 2026 800 $18.256 -0,8%
FE 31 Maret 2026 400 $17.908 -7,5%
GOOG 30 Juni 2025 113 $17.654 91,1%
CIBR 30 Sep. 2025 231 $17.459
HIO 31 Maret 2026 4.000 $14.840 -2,6%
NEM 30 Juni 2025 300 $14.484 124,6%
PEP 31 Maret 2026 100 $14.352 -8,2%
NJR 31 Maret 2025 296 $13.808 11,8%
RIVN 30 Sep. 2025 1.000 $13.740 11,3%
EMR 31 Maret 2026 100 $13.272 19,1%
GM 31 Des. 2025 211 $12.865 7,9%
SJNK 31 Maret 2026 500 $12.660 Tidak lagi dilacak
APD 31 Maret 2026 50 $12.351 4,5%
BCX 31 Maret 2026 1.000 $10.980 8,3%
BMY 31 Maret 2026 200 $10.788 8,9%
BTO 31 Maret 2026 300 $10.524 11,0%
BIIB 31 Des. 2025 75 $10.506 22,5%
CVS 31 Maret 2026 121 $9.608 30,3%
HQH 31 Maret 2026 500 $9.470 35,8%
CALF 31 Des. 2025 212 $9.281 Tidak lagi dilacak
NJR 30 Juni 2026 169 $9.281 -2,1%
BIL 31 Maret 2026 100 $9.138 Tidak lagi dilacak
VCIT 31 Maret 2026 100 $8.375
K 31 Des. 2025 100 $8.202 Tidak lagi dilacak
WES 31 Maret 2025 194 $7.455 18,7%
HGTY 30 Juni 2025 800 $7.232 27,7%
CTVA 31 Maret 2026 100 $6.703 -4,2%
MOS 31 Maret 2026 250 $6.023 -6,9%
WMB 31 Maret 2026 100 $6.011 -1,8%
VMC 31 Maret 2026 20 $5.704 0,3%
CHWY 30 Juni 2025 160 $5.202 -44,4%
VYMI 31 Maret 2025 69 $4.684
LYB 31 Maret 2026 100 $4.330 -15,1%
Q 31 Maret 2026 50 $4.083 14,4%
DD 31 Maret 2026 100 $4.020 206,0%
MDT 31 Maret 2026 35 $3.362 6,3%
WBD 30 Juni 2026 118 $3.240 6,6%
BUD 31 Maret 2026 50 $3.202 12,3%
PRU 31 Maret 2026 25 $2.822 25,3%
IOVA 31 Des. 2025 1.100 $2.387 229,1%
UNP 31 Maret 2026 10 $2.313 26,2%
MTB 31 Maret 2026 10 $2.015 16,1%
KD 31 Des. 2025 65 $1.952 -53,3%
LNC 31 Maret 2026 40 $1.781 20,3%
CIVI 31 Maret 2026 64 $1.724 Tidak lagi dilacak
FDX 31 Maret 2026 5 $1.453 -7,5%
GOLD 30 Juni 2025 72 $1.400 110,5%
NXDT 30 Juni 2026 260 $1.213 6,7%
VO 31 Des. 2025 4 $1.175 Tidak lagi dilacak
WPC 30 Juni 2026 17 $1.171 0,3%
NTES 30 Juni 2025 10 $1.072 -5,1%
URNJ 30 Sep. 2025 41 $862
HFRO 30 Juni 2026 125 $715 0,3%
SIRI 30 Juni 2026 31 $715 -2,4%
TMUS 31 Maret 2025 3 $675 -31,4%
FLUT 31 Maret 2026 3 $645 -2,1%
STAG 30 Juni 2026 16 $595 -3,7%
LLYVK 30 Juni 2026 6 $565 -0,7%
DDOG 30 Sep. 2025 4 $537 61,4%
OGN 30 Sep. 2025 54 $523 28,6%
FWONK 30 Juni 2026 6 $510 9,8%
URNM 30 Sep. 2025 10 $494 Tidak lagi dilacak
BABA 31 Maret 2025 5 $422 -7,6%
ALLY 30 Sep. 2025 10 $396 9,7%
LBRDK 30 Juni 2026 6 $302 8,3%
LLYVA 30 Juni 2026 3 $275 0,6%
WBD 30 Sep. 2025 24 $275 45,5%
QCOM 31 Des. 2025 2 $264 -5,9%
FWONA 30 Juni 2026 3 $234 9,2%
LBRDA 30 Juni 2026 3 $151 8,1%
HAS 30 Sep. 2025 1 $109 23,8%
BATRK 30 Juni 2026 2 $85 1,6%
AE 31 Maret 2025 2 $77 Tidak lagi dilacak
LION 30 Juni 2026 8 $77 -24,6%
BATRA 30 Juni 2026 1 $47 1,2%
GLIBK 30 Juni 2026 1 $37 20,6%
CENN 30 Juni 2026 260 $31 4,8%