Mountain Hill Investment Partners Corp.

Q1 2026 13F-HR Holdings

Location
Atlantic Highlands, NJ
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$168,993
Net value change ($000)
+29,360 (21.0%)
New positions
32
Sold out positions
46
Turnover %
30.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DIA 7,261 NEW
CEG 7,200 NEW
AMCR 6,922 NEW
AAL 6,886 14969.6%
MSFT 6,473 2271.2%
XLE 5,918 591800.0%
VOO 4,243 NEW
VST 4,042 56.4%
XHB 3,880 NEW
XLK 3,755 126.2%
Top Reduces (Value $000, Stocks/ETFs)
SLB -8,850 -100.0%
AMCR -7,161 -100.0%
DOW -5,830 -100.0%
XLU -5,762 -99.9%
INTC -5,144 -100.0%
UPS -1,396 -14.8%
GIS -1,386 -18.6%
BGC -861 -47.5%
IVV -815 -7.5%
AMZN -690 -9.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type