Filed: 2/11/2025ACC: 0002055557-25-000001
📋 What this filing means
MOUNTAIN HILL INVESTMENT PARTNERS CORP. filed this quarterly 13F‑HR report disclosing 183 equity positions with a total reported market value of $98.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
183
Positions
$98.18M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COM$58.91M60.0%
CORE S&P500 ETF$8.54M8.7%
PFD AND INCM SEC$6.48M6.6%
SBI INT-UTILS$5.07M5.2%
COM STK$4.99M5.1%
CYBERSECURITY$3.89M4.0%
TECHNOLOGY$2.31M2.4%
Portfolio Concentration
Top 3$22.07M22.5%
4–10$38.75M39.5%
11–25$30.34M30.9%
Rest$7.02M7.2%
Top 3 weight
22.5%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 3.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole183
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings183
Rows:
ISHARES TR
SOLEShares14.50K
TypeSH
Market value$8.54M
8.69%
Sole
0.00
Shared
0.00
None
14.50K
FORD MTR CO
SOLEShares694.18K
TypeSH
Market value$6.87M
7.00%
Sole
0.00
Shared
0.00
None
694.18K
AMAZON COM INC
SOLEShares30.35K
TypeSH
Market value$6.66M
6.78%
Sole
0.00
Shared
0.00
None
30.35K
ISHARES TR
SOLEShares206.09K
TypeSH
Market value$6.48M
6.60%
Sole
0.00
Shared
0.00
None
206.09K
TARGET CORP
SOLEShares47.78K
TypeSH
Market value$6.46M
6.58%
Sole
0.00
Shared
0.00
None
47.78K
GENERAL MTRS CO
SOLEShares108.11K
TypeSH
Market value$5.76M
5.87%
Sole
0.00
Shared
0.00
None
108.11K
SELECT SECTOR SPDR TR
SOLEShares66.99K
TypeSH
Market value$5.07M
5.16%
Sole
0.00
Shared
0.00
None
66.99K
DISNEY WALT CO
SOLEShares45.44K
TypeSH
Market value$5.06M
5.15%
Sole
0.00
Shared
0.00
None
45.44K
SCHLUMBERGER LTD
SOLEShares130.15K
TypeSH
Market value$4.99M
5.08%
Sole
0.00
Shared
0.00
None
130.15K
PHILLIPS 66
SOLEShares43.31K
TypeSH
Market value$4.93M
5.03%
Sole
0.00
Shared
0.00
None
43.31K
WESTERN DIGITAL CORP
SOLEShares80.34K
TypeSH
Market value$4.79M
4.88%
Sole
0.00
Shared
0.00
None
80.34K
CHEVRON CORP NEW
SOLEShares27.25K
TypeSH
Market value$3.95M
4.02%
Sole
0.00
Shared
0.00
None
27.25K
ISHARES TR
SOLEShares79.72K
TypeSH
Market value$3.89M
3.96%
Sole
0.00
Shared
0.00
None
79.72K
CVS HEALTH CORP
SOLEShares74.62K
TypeSH
Market value$3.35M
3.41%
Sole
0.00
Shared
0.00
None
74.62K
INTEL CORP
SOLEShares134.78K
TypeSH
Market value$2.70M
2.75%
Sole
0.00
Shared
0.00
None
134.78K
SELECT SECTOR SPDR TR
SOLEShares9.96K
TypeSH
Market value$2.31M
2.36%
Sole
0.00
Shared
0.00
None
9.96K
VIATRIS INC
SOLEShares182.08K
TypeSH
Market value$2.27M
2.31%
Sole
0.00
Shared
0.00
None
182.08K
VANGUARD INDEX FDS
SOLEShares7.24K
TypeSH
Market value$1.74M
1.77%
Sole
0.00
Shared
0.00
None
7.24K
RIVIAN AUTOMOTIVE INC
SOLEShares102.50K
TypeSH
Market value$1.36M
1.39%
Sole
0.00
Shared
0.00
None
102.50K
BGC GROUP INC
SOLEShares125.01K
TypeSH
Market value$1.13M
1.15%
Sole
0.00
Shared
0.00
None
125.01K
NVIDIA CORPORATION
SOLEShares6.30K
TypeSH
Market value$846.3K
0.86%
Sole
0.00
Shared
0.00
None
6.30K
GOLDMAN SACHS GROUP INC
SOLEShares979.00
TypeSH
Market value$560.6K
0.57%
Sole
0.00
Shared
0.00
None
979.00
XBP EUROPE HOLDINGS INC
SOLEShares500.18K
TypeSH
Market value$545.2K
0.56%
Sole
0.00
Shared
0.00
None
500.18K
ABBVIE INC
SOLEShares2.71K
TypeSH
Market value$481.2K
0.49%
Sole
0.00
Shared
0.00
None
2.71K
VODAFONE GROUP PLC NEW
SOLEShares48.68K
TypeSH
Market value$413.3K
0.42%
Sole
0.00
Shared
0.00
None
48.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 14.50K | SH | $8.54M 8.69% | 0.00 | 0.00 | 14.50K |
FORD MTR COSOLE | COM | 694.18K | SH | $6.87M 7.00% | 0.00 | 0.00 | 694.18K |
AMAZON COM INCSOLE | COM | 30.35K | SH | $6.66M 6.78% | 0.00 | 0.00 | 30.35K |
ISHARES TRSOLE | PFD AND INCM SEC | 206.09K | SH | $6.48M 6.60% | 0.00 | 0.00 | 206.09K |
TARGET CORPSOLE | COM | 47.78K | SH | $6.46M 6.58% | 0.00 | 0.00 | 47.78K |
GENERAL MTRS COSOLE | COM | 108.11K | SH | $5.76M 5.87% | 0.00 | 0.00 | 108.11K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 66.99K | SH | $5.07M 5.16% | 0.00 | 0.00 | 66.99K |
DISNEY WALT COSOLE | COM | 45.44K | SH | $5.06M 5.15% | 0.00 | 0.00 | 45.44K |
SCHLUMBERGER LTDSOLE | COM STK | 130.15K | SH | $4.99M 5.08% | 0.00 | 0.00 | 130.15K |
PHILLIPS 66SOLE | COM | 43.31K | SH | $4.93M 5.03% | 0.00 | 0.00 | 43.31K |
WESTERN DIGITAL CORPSOLE | COM | 80.34K | SH | $4.79M 4.88% | 0.00 | 0.00 | 80.34K |
CHEVRON CORP NEWSOLE | COM | 27.25K | SH | $3.95M 4.02% | 0.00 | 0.00 | 27.25K |
ISHARES TRSOLE | CYBERSECURITY | 79.72K | SH | $3.89M 3.96% | 0.00 | 0.00 | 79.72K |
CVS HEALTH CORPSOLE | COM | 74.62K | SH | $3.35M 3.41% | 0.00 | 0.00 | 74.62K |
INTEL CORPSOLE | COM | 134.78K | SH | $2.70M 2.75% | 0.00 | 0.00 | 134.78K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 9.96K | SH | $2.31M 2.36% | 0.00 | 0.00 | 9.96K |
VIATRIS INCSOLE | COM | 182.08K | SH | $2.27M 2.31% | 0.00 | 0.00 | 182.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 7.24K | SH | $1.74M 1.77% | 0.00 | 0.00 | 7.24K |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 102.50K | SH | $1.36M 1.39% | 0.00 | 0.00 | 102.50K |
BGC GROUP INCSOLE | CL A | 125.01K | SH | $1.13M 1.15% | 0.00 | 0.00 | 125.01K |
NVIDIA CORPORATIONSOLE | COM | 6.30K | SH | $846.3K 0.86% | 0.00 | 0.00 | 6.30K |
GOLDMAN SACHS GROUP INCSOLE | COM | 979.00 | SH | $560.6K 0.57% | 0.00 | 0.00 | 979.00 |
XBP EUROPE HOLDINGS INCSOLE | COM | 500.18K | SH | $545.2K 0.56% | 0.00 | 0.00 | 500.18K |
ABBVIE INCSOLE | COM | 2.71K | SH | $481.2K 0.49% | 0.00 | 0.00 | 2.71K |
VODAFONE GROUP PLC NEWSOLE | SPONSORED ADR | 48.68K | SH | $413.3K 0.42% | 0.00 | 0.00 | 48.68K |
Page 1 of 8
…