# Mountain Hill Investment Partners Corp.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2055557. Source: https://holderbook.com/funds/2055557-mountain-hill-investment-partners-corp/

- Reported value: $176.5M
- Positions: 195
- Weight of the ten largest: 58.1%
- Filed: 2026-07-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $14.7M | 322,348 | 8.3% | 5 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $12.0M | 75,485 | 6.8% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.8M | 58,760 | 6.7% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $11.5M | 15,295 | 6.5% | 7 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $10.3M | 336,638 | 5.8% | 7 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $9.6M | 50,563 | 5.5% | 7 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $9.4M | 87,607 | 5.3% | 7 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $8.2M | 90,210 | 4.6% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.7M | 21,692 | 4.3% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $7.6M | 52,148 | 4.3% | 6 |
| AMCOR PLC | [AMCR](https://holderbook.com/stocks/AMCR/) | $7.6M | 176,065 | 4.3% | 2 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $7.5M | 47,578 | 4.2% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $7.0M | 18,689 | 3.9% | 7 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $6.5M | 26,128 | 3.7% | 2 |
| GENERAL MILLS INC | [GIS](https://holderbook.com/stocks/GIS/) | $5.8M | 165,300 | 3.3% | 3 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $5.1M | 96,624 | 2.9% | 7 |
| SPDR SERIES TRUST | [XHB](https://holderbook.com/stocks/XHB/) | $4.5M | 39,300 | 2.6% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.4M | 18,323 | 2.5% | 7 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $3.6M | 36,000 | 2.0% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.2M | 8,525 | 1.8% | 1 |
| THE CAMPBELLS COMPANY | [CPB](https://holderbook.com/stocks/CPB/) | $3.1M | 138,900 | 1.8% | 2 |
| A2Z CUST2MATE SOLUTIONS CORP | [AZ](https://holderbook.com/stocks/AZ/) | $2.4M | 417,738 | 1.4% | 5 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $2.4M | 7,924 | 1.4% | 7 |
| RAYONIER INC | [RYN](https://holderbook.com/stocks/RYN/) | $2.1M | 100,000 | 1.2% | 7 |
| BGC GROUP INC | [BGC](https://holderbook.com/stocks/BGC/) | $1.0M | 95,392 | 0.6% | 7 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $809.1K | 800 | 0.5% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $668.1K | 2,655 | 0.4% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $464.7K | 631 | 0.3% | 7 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $322.0K | 3,346 | 0.2% | 7 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $301.7K | 1,004 | 0.2% | 7 |
| INVESCO EXCH TRADED FD TR II | [PGX](https://holderbook.com/stocks/PGX/) | $248.3K | 22,905 | 0.1% | 7 |
| VIATRIS INC | [VTRS](https://holderbook.com/stocks/VTRS/) | $226.5K | 14,263 | 0.1% | 7 |
| STATE STR SPDR S&amp;P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $211.0K | 300 | 0.1% | 7 |
| NUVEEN NY AMT FREE | [NRK](https://holderbook.com/stocks/NRK/) | $177.9K | 16,594 | 0.1% | 7 |
| GALLAGHER ARTHUR J &amp; CO | [AJG](https://holderbook.com/stocks/AJG/) | $160.7K | 700 | 0.1% | 7 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $152.7K | 3,585 | 0.1% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $146.9K | 508 | 0.1% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $144.7K | 405 | 0.1% | 7 |
| NUVEEN MUN CR INCOME FD | [NZF](https://holderbook.com/stocks/NZF/) | $143.5K | 11,319 | 0.1% | 7 |
| STATE STR SPDR S&amp;P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $141.7K | 190 | 0.1% | 7 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $141.1K | 652 | 0.1% | 7 |
| VODAFONE GROUP PLC | [VOD](https://holderbook.com/stocks/VOD/) | $133.8K | 10,115 | 0.1% | 7 |
| EATON VANCE MUN BD FD | [EIM](https://holderbook.com/stocks/EIM/) | $129.5K | 13,000 | 0.1% | 7 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $122.4K | 555 | 0.1% | 7 |
| JETBLUE AIRWAYS CORP | [JBLU](https://holderbook.com/stocks/JBLU/) | $108.9K | 19,000 | 0.1% | 2 |
| AMERICAN AIRLINES GROUP INC | [AAL](https://holderbook.com/stocks/AAL/) | $108.4K | 6,000 | 0.1% | 7 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $102.5K | 600 | 0.1% | 1 |
| UBS GROUP AG | [UBS](https://holderbook.com/stocks/UBS/) | $99.1K | 2,000 | 0.1% | 7 |
| AT&amp;T INC | [T](https://holderbook.com/stocks/T/) | $85.5K | 4,131 | 0.0% | 7 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $83.6K | 300 | 0.0% | 2 |
| CONAGRA BRANDS INC | [CAG](https://holderbook.com/stocks/CAG/) | $81.6K | 6,061 | 0.0% | 4 |
| INVESCO TR INVT GRADE MUNS | [VGM](https://holderbook.com/stocks/VGM/) | $74.2K | 7,000 | 0.0% | 7 |
| AES CORP | [AES](https://holderbook.com/stocks/AES/) | $73.3K | 5,000 | 0.0% | 7 |
| ICAHN ENTERPRISES LP | [IEP](https://holderbook.com/stocks/IEP/) | $72.1K | 10,000 | 0.0% | 1 |
| DINE BRANDS GLOBAL INC | [DIN](https://holderbook.com/stocks/DIN/) | $71.8K | 2,000 | 0.0% | 7 |
| JOBY AVIATION INC | [JOBY](https://holderbook.com/stocks/JOBY/) | $66.9K | 7,500 | 0.0% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $64.6K | 55 | 0.0% | 1 |
| BLACKSTONE MORTGAGE TRUST IN | [BXMT](https://holderbook.com/stocks/BXMT/) | $62.7K | 3,699 | 0.0% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $61.7K | 175 | 0.0% | 7 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $54.5K | 1,500 | 0.0% | 1 |
| BLACKROCK MUNIHLDGS NJ QLTY | [MUJ](https://holderbook.com/stocks/MUJ/) | $54.2K | 4,400 | 0.0% | 7 |
| OMNICOM GROUP INC | [OMC](https://holderbook.com/stocks/OMC/) | $53.2K | 730 | 0.0% | 2 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $52.8K | 460 | 0.0% | 4 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $52.1K | 530 | 0.0% | 2 |
| WYNDHAM HOTELS &amp; RESORTS INC | [WH](https://holderbook.com/stocks/WH/) | $50.5K | 600 | 0.0% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $50.0K | 700 | 0.0% | 2 |
| KKR &amp; CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $49.6K | 540 | 0.0% | 6 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $47.4K | 160 | 0.0% | 7 |
| DOLLAR GEN CORP | [DG](https://holderbook.com/stocks/DG/) | $46.0K | 400 | 0.0% | 7 |
| ANGEL OAK FINL STRATEGIES IN | [FINS](https://holderbook.com/stocks/FINS/) | $42.7K | 3,333 | 0.0% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $41.2K | 120 | 0.0% | 7 |
| INVESTORS TITLE CO NC | [ITIC](https://holderbook.com/stocks/ITIC/) | $41.1K | 150 | 0.0% | 7 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $40.2K | 750 | 0.0% | 6 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $38.1K | 200 | 0.0% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $36.0K | 851 | 0.0% | 7 |
| ALLIANCEBERNSTEIN HLDG L P | [AB](https://holderbook.com/stocks/AB/) | $35.2K | 1,000 | 0.0% | 1 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $35.0K | 409 | 0.0% | 4 |
| ELI LILLY &amp; CO | [LLY](https://holderbook.com/stocks/LLY/) | $31.2K | 26 | 0.0% | 2 |
| CAVCO INDS INC DEL | [CVCO](https://holderbook.com/stocks/CVCO/) | $30.7K | 50 | 0.0% | 7 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $30.0K | 948 | 0.0% | 7 |
| TIDAL TRUST I | [GRNY](https://holderbook.com/stocks/GRNY/) | $29.0K | 1,050 | 0.0% | 5 |
| BROOKFIELD ASSET MANAGMT LTD | [BAM](https://holderbook.com/stocks/BAM/) | $26.8K | 597 | 0.0% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $26.8K | 54 | 0.0% | 7 |
| PAR TECHNOLOGY CORP | [PAR](https://holderbook.com/stocks/PAR/) | $26.1K | 1,500 | 0.0% | 7 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $25.9K | 220 | 0.0% | 7 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $25.2K | 1,316 | 0.0% | 7 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $24.5K | 500 | 0.0% | 3 |
| NEW YORK TIMES CO MTN BE | [NYT](https://holderbook.com/stocks/NYT/) | $24.5K | 350 | 0.0% | 7 |
| AMERICAN HOMES 4 RENT | [AMH](https://holderbook.com/stocks/AMH/) | $23.5K | 700 | 0.0% | 7 |
| FMC CORP | [FMC](https://holderbook.com/stocks/FMC/) | $23.0K | 2,000 | 0.0% | 1 |
| NEWMARK GROUP INC | [NMRK](https://holderbook.com/stocks/NMRK/) | $22.7K | 1,500 | 0.0% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $22.5K | 40 | 0.0% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $21.0K | 127 | 0.0% | 7 |
| NMI HLDGS INC | [NMIH](https://holderbook.com/stocks/NMIH/) | $20.5K | 500 | 0.0% | 7 |
| CALLAWAY GOLF CO | [CALY](https://holderbook.com/stocks/CALY/) | $18.8K | 1,000 | 0.0% | 5 |
| JAKKS PAC INC | [JAKK](https://holderbook.com/stocks/JAKK/) | $18.6K | 800 | 0.0% | 7 |
| CAPRI HOLDINGS LIMITED | [CPRI](https://holderbook.com/stocks/CPRI/) | $18.6K | 1,000 | 0.0% | 7 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $16.1K | 72 | 0.0% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $15.9K | 72 | 0.0% | 1 |
| FIDELITY COVINGTON TRUST | [FENY](https://holderbook.com/stocks/FENY/) | $15.0K | 506 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.3% | +14.8% | -4.5% | 100% |
| Q1 2026 | +1.3% | -4.6% | +5.9% | 100% |
| Q4 2025 | +3.4% | +2.4% | +1.1% | 100% |
| Q3 2025 | +16.9% | +7.8% | +9.1% | 100% |
| Q2 2025 | +12.7% | +10.5% | +2.2% | 100% |
| Q1 2025 | -3.3% | -4.6% | +1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $176.5M | 195 |
| Q1 2026 | $169.0M | 205 |
| Q4 2025 | $139.6M | 219 |
| Q3 2025 | $114.1M | 220 |
| Q2 2025 | $119.1M | 177 |
| Q1 2025 | $102.4M | 177 |
| Q4 2024 | $98.2M | 183 |

