Mountain Hill Investment Partners
ATLANTIC HIGHLANDS, NJfiles as Mountain Hill Investment Partners Corp.
$177m in 194 US stocks at the end of 30 June 2026. The top 10 are 58.1% of the money. It changed about 21.4% of the portfolio this quarter.
Value
$177m
Stocks
194
Top 10 share
58.1%
Turnover
21.4%
What changed this quarter
New
Bought for the first time this quarter.
- AlphabetGOOG4.3% of the fund
- BroadcomAVGO1.8% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Icahn Enterprises LPIEP<0.1% of the fund
- Joby AviationJOBY<0.1% of the fund
- GE VernovaGEV<0.1% of the fund
- PPLPPL<0.1% of the fund
- DanaherDHR<0.1% of the fund
- Alliancebernstein Hldg L PAB<0.1% of the fund
- FMCFMC<0.1% of the fund
- Newmark GroupNMRK<0.1% of the fund
- Meta PlatformsMETA<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Roundhill ETF TrustDRAM<0.1% of the fund
- Franklin Templeton ETF TRFLKR<0.1% of the fund
- CenntroCENN<0.1% of the fund
Added
Bought more of a stock they already held.
- Fidelity Merrimack STR TRFBND8.3% of the fund+5%
- Ishares TRPFF5.8% of the fund+11%
- United Parcel ServiceUPS5.3% of the fund+7%
- Ishares TRIGV4.6% of the fund+8027%
- OracleORCL4.3% of the fund+2110%
- MicrosoftMSFT3.9% of the fund+2%
- ServiceNowNOW2.0% of the fund+12532%
- A2Z Cust2mate SolutionsAZ1.4% of the fund+12%
- Jetblue AirwaysJBLU<0.1% of the fund+36%
- AT&TT<0.1% of the fund+1408%
- Conagra BrandsCAG<0.1% of the fund+31%
- Blackstone Mortgage TrustBXMT<0.1% of the fund+2%
- Home DepotHD<0.1% of the fund+21%
- NetflixNFLX<0.1% of the fund+40%
- Dominos PizzaDPZ<0.1% of the fund+23%
- Vanguard Star FDSVXUS<0.1% of the fund+10%
- Schwab Strategic TRSCHD<0.1% of the fund+5%
- PAR TechnologyPAR<0.1% of the fund+25%
- ChevronCVX<0.1% of the fund+388%
- PfizerPFE<0.1% of the fund+2%
- Realty IncomeO<0.1% of the fund+3%
- Global X FDSQYLD<0.1% of the fund+3%
- J P Morgan Exchange Traded FJEPQ<0.1% of the fund+3%
- ETF Opportunities TrustAIPI<0.1% of the fund+6%
- KKR Income Opportunities FundKIO<0.1% of the fund+3%
Cut
Sold some of their stake.
- NvidiaNVDA6.7% of the fund-7%
- Amazon.comAMZN2.5% of the fund-41%
- American Airlines GroupAAL<0.1% of the fund-99%
- Eli LillyLLY<0.1% of the fund-38%
- Berkshire HathawayBRK-B<0.1% of the fund-30%
- Ishares TRHDV<0.1% of the fund-31%
- NikeNKE<0.1% of the fund-99%
- PayPal HoldingsPYPL<0.1% of the fund-99%
- Cisco SystemsCSCO<0.1% of the fund-100%
- Proshares TRTQQQ<0.1% of the fund-67%
Sold out
Sold their entire stake.
- EverpureP-100%
- State STR Spdr DOW Jones INDDIA-100%
- Vanguard Index FDSVOO-100%
- Advanced Micro DevicesAMD-100%
- Public Service Enterprise GroupPEG-100%
- Honeywell InternationalHON-100%
- Bausch Health CompaniesBHC-100%
- Vanguard Index FDSVTI-100%
- Archer-Daniels-MidlandADM-100%
- New Jersey ResourcesNJR-100%
- Warner Bros. DiscoveryWBD-100%
- Nexpoint Diversified Real Estate TrustNXDT-100%
- W. P. CareyWPC-100%
- Highland Opportunities & Income FundHFRO-100%
- Sirius XM HoldingsSIRI-100%
- STAG IndustrialSTAG-100%
- Liberty Live HoldingsLLYVK-100%
- Liberty MediaFWONK-100%
- Liberty BroadbandLBRDK-100%
- Liberty Live HoldingsLLYVA-100%
- Liberty MediaFWONA-100%
- Liberty BroadbandLBRDA-100%
- Atlanta Braves HoldingsBATRK-100%
- Lionsgate StudiosLION-100%
- Atlanta Braves HoldingsBATRA-100%
Holdings
- Fidelity Merrimack STR TRFBND
- Share
- 8.3%
- Value
- $15m
- Shares
- 322,348
+5%
- Ishares TRIVV
- Share
- 6.5%
- Value
- $11m
- Shares
- 15,295
Held
- Ishares TRPFF
- Share
- 5.8%
- Value
- $10m
- Shares
- 336,638
+11%
- Select Sector Spdr TRXLK
- Share
- 5.5%
- Value
- $10m
- Shares
- 50,563
Held
- Ishares TRIGV
- Share
- 4.6%
- Value
- $8m
- Shares
- 90,210
+8027%
- Select Sector Spdr TRXLE
- Share
- 2.9%
- Value
- $5m
- Shares
- 96,624
Held
- Spdr Series TrustXHB
- Share
- 2.6%
- Value
- $5m
- Shares
- 39,300
Held
- Vanguard Index FDSVB
- Share
- 1.4%
- Value
- $2m
- Shares
- 7,924
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $464,668
- Shares
- 631
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $301,652
- Shares
- 1,004
Held
- Invesco Exch Traded FD TR IIPGX
- Share
- 0.1%
- Value
- $248,290
- Shares
- 22,905
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.1%
- Value
- $211,002
- Shares
- 300
Held
- Nuveen New York Amt-Free Quality Municipal Income FundNRK
- Share
- 0.1%
- Value
- $177,888
- Shares
- 16,594
Held
- BrookfieldBN
- Share
- <0.1%
- Value
- $152,685
- Shares
- 3,585
Held
- Nuveen Municipal Credit Income FundNZF
- Share
- <0.1%
- Value
- $143,525
- Shares
- 11,319
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $141,718
- Shares
- 190
Held
- Vodafone GroupVOD
- Share
- <0.1%
- Value
- $133,776
- Shares
- 10,115
Held
- Eaton Vance Municipal Bond FundEIM
- Share
- <0.1%
- Value
- $129,480
- Shares
- 13,000
Held
- Space Exploration TechnologiesSPCX
- Share
- <0.1%
- Value
- $102,516
- Shares
- 600
New
- Invesco Trust for Investment Grade MunicipalsVGM
- Share
- <0.1%
- Value
- $74,200
- Shares
- 7,000
Held
- Icahn Enterprises LPIEP
- Share
- <0.1%
- Value
- $72,100
- Shares
- 10,000
New
- Blackrock Muniholdings New Jersey Quality FundMUJ
- Share
- <0.1%
- Value
- $54,164
- Shares
- 4,400
Held
- Angel Oak Financial Strategies Income Term TrustFINS
- Share
- <0.1%
- Value
- $42,662
- Shares
- 3,333
Held
- Select Sector Spdr TRXLF
- Share
- <0.1%
- Value
- $40,208
- Shares
- 750
Held
- Alliancebernstein Hldg L PAB
- Share
- <0.1%
- Value
- $35,220
- Shares
- 1,000
New
- Vanguard Star FDSVXUS
- Share
- <0.1%
- Value
- $34,985
- Shares
- 409
+10%
- Schwab Strategic TRSCHD
- Share
- <0.1%
- Value
- $30,047
- Shares
- 948
+5%
- Tidal Trust IGRNY
- Share
- <0.1%
- Value
- $29,033
- Shares
- 1,050
Held
- Energy Transfer L PET
- Share
- <0.1%
- Value
- $25,159
- Shares
- 1,316
Held
- Honeywell AerospaceHONA
- Share
- <0.1%
- Value
- $15,918
- Shares
- 72
New
- Fidelity Covington TrustFENY
- Share
- <0.1%
- Value
- $14,960
- Shares
- 506
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Fidelity Merrimack STR TRFBND | 8.3% | $15m | 322,348 | +5% |
| VistraVST | 6.8% | $12m | 75,485 | Held |
| NvidiaNVDA | 6.7% | $12m | 58,760 | -7% |
| Ishares TRIVV | 6.5% | $11m | 15,295 | Held |
| Ishares TRPFF | 5.8% | $10m | 336,638 | +11% |
| Select Sector Spdr TRXLK | 5.5% | $10m | 50,563 | Held |
| United Parcel ServiceUPS | 5.3% | $9m | 87,607 | +7% |
| Ishares TRIGV | 4.6% | $8m | 90,210 | +8027% |
| AlphabetGOOG | 4.3% | $8m | 21,692 | New |
| OracleORCL | 4.3% | $8m | 52,148 | +2110% |
| AmcorAMCR | 4.3% | $8m | 176,065 | Held |
| SalesforceCRM | 4.2% | $7m | 47,578 | Held |
| MicrosoftMSFT | 3.9% | $7m | 18,689 | +2% |
| Constellation EnergyCEG | 3.7% | $6m | 26,128 | Held |
| General MillsGIS | 3.3% | $6m | 165,300 | Held |
| Select Sector Spdr TRXLE | 2.9% | $5m | 96,624 | Held |
| Spdr Series TrustXHB | 2.6% | $5m | 39,300 | Held |
| Amazon.comAMZN | 2.5% | $4m | 18,323 | -41% |
| ServiceNowNOW | 2.0% | $4m | 36,000 | +12532% |
| BroadcomAVGO | 1.8% | $3m | 8,525 | New |
| Campbell'sCPB | 1.8% | $3m | 138,900 | Held |
| A2Z Cust2mate SolutionsAZ | 1.4% | $2m | 417,738 | +12% |
| Vanguard Index FDSVB | 1.4% | $2m | 7,924 | Held |
| RayonierRYN | 1.2% | $2m | 100,000 | Held |
| BGC GroupBGC | 0.6% | $1m | 95,392 | Held |
| Goldman Sachs GroupGS | 0.5% | $809,096 | 800 | Held |
| AbbVieABBV | 0.4% | $668,104 | 2,655 | Held |
| Invesco QQQ TRQQQ | 0.3% | $464,668 | 631 | Held |
| Walt DisneyDIS | 0.2% | $322,033 | 3,346 | Held |
| Ishares TRIWM | 0.2% | $301,652 | 1,004 | Held |
| Invesco Exch Traded FD TR IIPGX | 0.1% | $248,290 | 22,905 | Held |
| ViatrisVTRS | 0.1% | $226,496 | 14,263 | Held |
| State STR Spdr S&P Midcap 40MDY | 0.1% | $211,002 | 300 | Held |
| Nuveen New York Amt-Free Quality Municipal Income FundNRK | 0.1% | $177,888 | 16,594 | Held |
| Arthur J. GallagherAJG | <0.1% | $160,699 | 700 | Held |
| BrookfieldBN | <0.1% | $152,685 | 3,585 | Held |
| AppleAAPL | <0.1% | $146,875 | 508 | Held |
| AlphabetGOOGL | <0.1% | $144,735 | 405 | Held |
| Nuveen Municipal Credit Income FundNZF | <0.1% | $143,525 | 11,319 | Held |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $141,718 | 190 | Held |
| BoeingBA | <0.1% | $141,144 | 652 | Held |
| Vodafone GroupVOD | <0.1% | $133,776 | 10,115 | Held |
| Eaton Vance Municipal Bond FundEIM | <0.1% | $129,480 | 13,000 | Held |
| Lowe's CompaniesLOW | <0.1% | $122,372 | 555 | Held |
| Jetblue AirwaysJBLU | <0.1% | $108,870 | 19,000 | +36% |
| American Airlines GroupAAL | <0.1% | $108,420 | 6,000 | -99% |
| Space Exploration TechnologiesSPCX | <0.1% | $102,516 | 600 | New |
| UBS Group AGUBS | <0.1% | $99,120 | 2,000 | Held |
| AT&TT | <0.1% | $85,519 | 4,131 | +1408% |
| EcolabECL | <0.1% | $83,583 | 300 | Held |
| Conagra BrandsCAG | <0.1% | $81,584 | 6,061 | +31% |
| Invesco Trust for Investment Grade MunicipalsVGM | <0.1% | $74,200 | 7,000 | Held |
| AESAES | <0.1% | $73,300 | 5,000 | Held |
| Icahn Enterprises LPIEP | <0.1% | $72,100 | 10,000 | New |
| Dine Brands GlobalDIN | <0.1% | $71,800 | 2,000 | Held |
| Joby AviationJOBY | <0.1% | $66,900 | 7,500 | New |
| GE VernovaGEV | <0.1% | $64,617 | 55 | New |
| Blackstone Mortgage TrustBXMT | <0.1% | $62,700 | 3,699 | +2% |
| Home DepotHD | <0.1% | $61,719 | 175 | +21% |
| PPLPPL | <0.1% | $54,525 | 1,500 | New |
| Blackrock Muniholdings New Jersey Quality FundMUJ | <0.1% | $54,164 | 4,400 | Held |
| Omnicom GroupOMC | <0.1% | $53,166 | 730 | Held |
| EntergyETR | <0.1% | $52,836 | 460 | Held |
| PaychexPAYX | <0.1% | $52,115 | 530 | Held |
| Wyndham Hotels & ResortsWH | <0.1% | $50,526 | 600 | Held |
| NetflixNFLX | <0.1% | $49,980 | 700 | +40% |
| KKRKKR | <0.1% | $49,561 | 540 | Held |
| Dominos PizzaDPZ | <0.1% | $47,366 | 160 | +23% |
| Dollar GeneralDG | <0.1% | $46,044 | 400 | Held |
| Angel Oak Financial Strategies Income Term TrustFINS | <0.1% | $42,662 | 3,333 | Held |
| VisaV | <0.1% | $41,171 | 120 | Held |
| Investors TitleITIC | <0.1% | $41,052 | 150 | Held |
| Select Sector Spdr TRXLF | <0.1% | $40,208 | 750 | Held |
| DanaherDHR | <0.1% | $38,096 | 200 | New |
| Verizon CommunicationsVZ | <0.1% | $36,018 | 851 | Held |
| Alliancebernstein Hldg L PAB | <0.1% | $35,220 | 1,000 | New |
| Vanguard Star FDSVXUS | <0.1% | $34,985 | 409 | +10% |
| Eli LillyLLY | <0.1% | $31,185 | 26 | -38% |
| Cavco IndustriesCVCO | <0.1% | $30,719 | 50 | Held |
| Schwab Strategic TRSCHD | <0.1% | $30,047 | 948 | +5% |
| Tidal Trust IGRNY | <0.1% | $29,033 | 1,050 | Held |
| Brookfield Asset ManagementBAM | <0.1% | $26,775 | 597 | Held |
| Berkshire HathawayBRK-B | <0.1% | $26,771 | 54 | -30% |
| PAR TechnologyPAR | <0.1% | $26,130 | 1,500 | +25% |
| BlackstoneBX | <0.1% | $25,887 | 220 | Held |
| Energy Transfer L PET | <0.1% | $25,159 | 1,316 | Held |
| FiservFISV | <0.1% | $24,525 | 500 | Held |
| New York TimesNYT | <0.1% | $24,493 | 350 | Held |
| American Homes 4 RentAMH | <0.1% | $23,464 | 700 | Held |
| FMCFMC | <0.1% | $23,000 | 2,000 | New |
| Newmark GroupNMRK | <0.1% | $22,665 | 1,500 | New |
| Meta PlatformsMETA | <0.1% | $22,532 | 40 | New |
| ChevronCVX | <0.1% | $20,979 | 127 | +388% |
| NMI HoldingsNMIH | <0.1% | $20,545 | 500 | Held |
| Callaway GolfCALY | <0.1% | $18,790 | 1,000 | Held |
| Jakks PacificJAKK | <0.1% | $18,624 | 800 | Held |
| Capri HoldingsCPRI | <0.1% | $18,570 | 1,000 | Held |
| Honeywell InternationalHON | <0.1% | $16,121 | 72 | New |
| Honeywell AerospaceHONA | <0.1% | $15,918 | 72 | New |
| Fidelity Covington TrustFENY | <0.1% | $14,960 | 506 | Held |
Showing the largest 100 of 194.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 48.2% since 30 June 2025.
Where the money is
Technology23.2%
Utilities10.6%
Industrials7.0%
Everyday goods5.1%
Media & telecom4.8%
Materials4.4%
Retail & consumer2.7%
Real estate1.4%
Financial services1.3%
Health care0.6%
Energy0.0%
Other38.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.