Mountain Hill Investment Partners Corp.

data from 30/09/2025

Capitalization

$ 114.119 M -4.19 %

Average holding period

3 ans

Performance

$ 23.666 M 20.93 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Mountain Hill Investment Partners Corp.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FBND FIDELITY MERRIMACK STR TR 10.27% 11.718 M $ 253412 2025/06/30 7.746 K $ 1.07 %
2025/09/30 IVV ISHARES TR 9.16% 10.450 M $ 15613 2024/12/31 797.680 K $ 7.80 %
2025/09/30 NVDA NVIDIA CORPORATION 8.65% 9.872 M $ 52910 2024/12/31 1.397 M $ 18.10 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 7.35% 8.388 M $ 100414 2024/12/31 -114.627 K $ -17.25 %
2025/09/30 PFF ISHARES TR 6.00% 6.847 M $ 216526 2024/12/31 198.856 K $ 3.06 %
2025/09/30 AMZN AMAZON COM INC 5.94% 6.776 M $ 30862 2024/12/31 6.231 K $ 0.08 %
2025/09/30 XLU SELECT SECTOR SPDR TR 5.16% 5.886 M $ 67487 2024/12/31 375.107 K $ 6.80 %
2025/09/30 AMCR AMCOR PLC 5.03% 5.737 M $ 701320 2025/09/30 0.000 $ 0.00 %
2025/09/30 DOW DOW INC 5.00% 5.701 M $ 248620 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRM SALESFORCE INC 4.94% 5.634 M $ 23771 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLF SELECT SECTOR SPDR TR 4.84% 5.524 M $ 102550 2025/03/31 154.125 K $ 2.86 %
2025/09/30 INTC INTEL CORP 4.10% 4.679 M $ 139469 2024/12/31 1.557 M $ 49.78 %
2025/09/30 SLB SCHLUMBERGER LTD 3.91% 4.465 M $ 129900 2024/12/31 74.043 K $ 1.69 %
2025/09/30 XLK SELECT SECTOR SPDR TR 2.55% 2.907 M $ 10315 2024/12/31 345.077 K $ 11.31 %
2025/09/30 VB VANGUARD INDEX FDS 1.70% 1.943 M $ 7641 2024/12/31 147.171 K $ 7.30 %
2025/09/30 BGC BGC GROUP INC 1.68% 1.919 M $ 202820 2024/12/31 -194.662 K $ -7.53 %
2025/09/30 VTRS VIATRIS INC 1.57% 1.786 M $ 180431 2024/12/31 175.683 K $ 10.86 %
2025/09/30 GEO GEO GROUP INC NEW 1.56% 1.779 M $ 86812 2025/03/31 -144.669 K $ -14.45 %
2025/09/30 A2Z CUST2MATE SOLUTIONS CORP 0.96% 1.100 M $ 137719 2025/06/30 -145.045 K $ -24.41 %
2025/09/30 ABBV ABBVIE INC 0.56% 643.681 K $ 2780 2024/12/31 121.917 K $ 24.74 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.56% 637.080 K $ 800 2024/12/31 70.880 K $ 12.52 %
2025/09/30 GLNG GOLAR LNG LTD 0.48% 552.067 K $ 13662 2024/12/31 -10.656 K $ -1.89 %
2025/09/30 RYN RAYONIER INC 0.48% 542.478 K $ 20440 2024/12/31 89.118 K $ 19.66 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.44% 500.850 K $ 3500 2025/03/31 19.949 K $ 4.15 %
2025/09/30 UBS UBS GROUP AG 0.40% 451.000 K $ 11000 2024/12/31 78.980 K $ 21.23 %
2025/09/30 VOD VODAFONE GROUP PLC NEW 0.39% 446.757 K $ 38513 2024/12/31 36.200 K $ 8.82 %
2025/09/30 QQQ INVESCO QQQ TR 0.33% 378.833 K $ 631 2024/12/31 30.748 K $ 8.83 %
2025/09/30 NRK NUVEEN NEW YORK AMT QLT MUNI 0.31% 352.859 K $ 34594 2024/12/31 10.032 K $ 2.93 %
2025/09/30 XBP XBP GLOBAL HOLDINGS INC 0.28% 318.190 K $ 394287 2024/12/31 -48.457 K $ -13.22 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.27% 312.255 K $ 1930 2024/12/31 883.712 K $ 14.02 %
2025/09/30 MSFT MICROSOFT CORP 0.27% 305.591 K $ 590 2024/12/31 11.194 K $ 4.13 %
2025/09/30 EIM EATON VANCE MUN BD FD 0.26% 294.224 K $ 29600 2024/12/31 7.991 K $ 2.79 %
2025/09/30 AAPL APPLE INC 0.24% 273.112 K $ 1073 2024/12/31 31.703 K $ 24.12 %
2025/09/30 IWM ISHARES TR 0.23% 267.124 K $ 1104 2024/12/31 31.508 K $ 12.13 %
2025/09/30 PGX INVESCO EXCH TRADED FD TR II 0.23% 265.698 K $ 22905 2024/12/31 10.765 K $ 4.22 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.19% 216.818 K $ 700 2024/12/31 -7.265 K $ -3.24 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.16% 178.809 K $ 300 2024/12/31 8.864 K $ 5.22 %
2025/09/30 BN BROOKFIELD CORP 0.14% 163.906 K $ 2390 2024/12/31 -38.550 K $ -26.08 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.13% 146.907 K $ 3343 2024/12/31 1.898 K $ 1.57 %
2025/09/30 BA BOEING CO 0.13% 146.123 K $ 677 2024/12/31 4.107 K $ 3.01 %
2025/09/30 NZF NUVEEN MUNICIPAL CREDIT INC 0.12% 142.167 K $ 11319 2024/12/31 7.244 K $ 5.37 %
2025/09/30 NVG NUVEEN AMT FREE MUN CR INC F 0.12% 141.372 K $ 11503 2024/12/31 4.141 K $ 3.02 %
2025/09/30 LOW LOWES COS INC 0.12% 139.477 K $ 555 2024/12/31 16.339 K $ 13.27 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.12% 132.804 K $ 199 2024/12/31 12.807 K $ 7.83 %
2025/09/30 GOOGL ALPHABET INC 0.11% 121.550 K $ 500 2024/12/31 40.122 K $ 37.94 %
2025/09/30 VALE VALE S A 0.10% 119.460 K $ 11000 2024/12/31 10.349 K $ 11.84 %
2025/09/30 DIS DISNEY WALT CO 0.10% 118.571 K $ 1036 2024/12/31 -8.891 K $ -7.67 %
2025/09/30 AES AES CORP 0.09% 105.280 K $ 8000 2024/12/31 21.120 K $ 25.10 %
2025/09/30 META META PLATFORMS INC 0.07% 80.782 K $ 110 2025/09/30 0.000 $ 0.00 %
2025/09/30 NKE NIKE INC 0.07% 76.703 K $ 1100 2024/12/31 -1.441 K $ -1.84 %
2025/09/30 VGM INVESCO TR INVT GRADE MUNS 0.06% 70.840 K $ 7000 2024/12/31 4.409 K $ 6.64 %
2025/09/30 PFE PFIZER INC 0.06% 70.440 K $ 2765 2024/12/31 2.649 K $ 5.12 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.06% 67.596 K $ 1008 2024/12/31 -7.318 K $ -9.77 %
2025/09/30 BXMT BLACKSTONE MTG TR INC 0.06% 63.310 K $ 3439 2024/12/31 -2.822 K $ -4.36 %
2025/09/30 HD HOME DEPOT INC 0.05% 58.753 K $ 145 2024/12/31 6.360 K $ 10.51 %
2025/09/30 AAL AMERICAN AIRLS GROUP INC 0.05% 56.762 K $ 5050 2024/12/31 100.000 $ 0.18 %
2025/09/30 DPZ DOMINOS PIZZA INC 0.05% 56.122 K $ 130 2024/12/31 -2.455 K $ -4.19 %
2025/09/30 KKR KKR & CO INC 0.05% 55.878 K $ 430 2025/03/31 -1.324 K $ -2.32 %
2025/09/30 MUJ BLACKROCK MUNIHLDGS NJ QLTY 0.04% 50.996 K $ 4400 2024/12/31 2.816 K $ 5.84 %
2025/09/30 DIN DINE BRANDS GLOBAL INC 0.04% 49.440 K $ 2000 2024/12/31 780.000 $ 1.60 %
2025/09/30 MRK MERCK & CO INC 0.04% 46.749 K $ 557 2025/06/30 2.609 K $ 6.03 %
2025/09/30 AMAT APPLIED MATLS INC 0.04% 46.067 K $ 225 2025/09/30 0.000 $ 0.00 %
2025/09/30 FINS ANGEL OAK FINL STRATEGIES IN 0.04% 43.696 K $ 3333 2024/12/31 433.000 $ 1.00 %
2025/09/30 ETR ENTERGY CORP NEW 0.04% 42.867 K $ 460 2025/09/30 0.000 $ 0.00 %
2025/09/30 SBUX STARBUCKS CORP 0.04% 42.300 K $ 500 2024/12/31 0.000 $ 0.00 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.04% 41.340 K $ 400 2024/12/31 -4.412 K $ -9.64 %
2025/09/30 V VISA INC 0.04% 40.966 K $ 120 2024/12/31 -1.640 K $ -3.85 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.04% 40.940 K $ 341 2024/12/31 4.701 M $ 87.62 %
2025/09/30 ITIC INVESTORS TITLE CO NC 0.04% 40.175 K $ 150 2024/12/31 8.479 K $ 26.75 %
2025/09/30 KRE SPDR SERIES TRUST 0.03% 38.930 K $ 615 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.03% 38.711 K $ 77 2024/12/31 1.306 K $ 3.49 %
2025/09/30 BHC BAUSCH HEALTH COS INC 0.03% 38.700 K $ 6000 2024/12/31 -1.469 K $ -3.15 %
2025/09/30 CVCO CAVCO INDS INC DEL 0.03% 37.747 K $ 65 2024/12/31 9.509 K $ 33.68 %
2025/09/30 EOG EOG RES INC 0.03% 37.000 K $ 330 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 0.03% 33.993 K $ 597 2024/12/31 991.000 $ 3.00 %
2025/09/30 VTI VANGUARD INDEX FDS 0.03% 32.817 K $ 100 2024/12/31 2.424 K $ 7.98 %
2025/09/30 SONO SONOS INC 0.03% 31.600 K $ 2000 2024/12/31 10.229 K $ 46.16 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.03% 31.543 K $ 100 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 0.03% 30.954 K $ 600 2025/09/30 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTL INC 0.03% 30.523 K $ 145 2024/12/31 -3.804 K $ -9.61 %
2025/09/30 ANET ARISTA NETWORKS INC 0.03% 29.142 K $ 200 2025/03/31 3.615 M $ 42.42 %
2025/09/30 IAU ISHARES GOLD TR 0.03% 29.108 K $ 400 2025/09/30 0.000 $ 0.00 %
2025/09/30 MODG TOPGOLF CALLAWAY BRANDS CORP 0.03% 28.500 K $ 3000 2024/12/31 4.349 K $ 18.01 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.02% 28.216 K $ 100 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.02% 28.124 K $ 100 2025/03/31 37.566 K $ 28.64 %
2025/09/30 GRNY TIDAL TRUST I 0.02% 26.240 K $ 1050 2025/06/30 2.425 K $ 10.19 %
2025/09/30 T AT&T INC 0.02% 25.274 K $ 895 2024/12/31 -135.000 $ -2.42 %
2025/09/30 KHC KRAFT HEINZ CO 0.02% 25.075 K $ 963 2024/12/31 211.000 $ 0.85 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.02% 24.660 K $ 100 2024/12/31 -5.228 K $ -17.49 %
2025/09/30 UNG UNITED STS NAT GAS FD LP 0.02% 24.506 K $ 1875 2024/12/31 -4.143 K $ -14.46 %
2025/09/30 PAR PAR TECHNOLOGY CORP 0.02% 23.748 K $ 600 2024/12/31 -11.916 K $ -42.94 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.02% 23.606 K $ 100 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMH AMERICAN HOMES 4 RENT 0.02% 23.275 K $ 700 2024/12/31 -1.974 K $ -7.82 %
2025/09/30 ET ENERGY TRANSFER L P 0.02% 22.503 K $ 1311 2024/12/31 -1.270 K $ -5.35 %
2025/09/30 GILD GILEAD SCIENCES INC 0.02% 22.200 K $ 200 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSKY PARAMOUNT SKYDANCE CORP 0.02% 22.174 K $ 1172 2025/09/30 0.000 $ 0.00 %
2025/09/30 KO COCA COLA CO 0.02% 22.161 K $ 334 2024/12/31 -1.258 K $ -6.26 %
2025/09/30 CSCO CISCO SYS INC 0.02% 21.955 K $ 321 2024/12/31 -20.000 $ -1.40 %
2025/09/30 NEM NEWMONT CORP 0.02% 21.078 K $ 250 2024/12/31 0.000 $ 0.00 %
2025/09/30 NYT NEW YORK TIMES CO 0.02% 20.090 K $ 350 2024/12/31 710.000 $ 2.54 %