Mountain Hill Investment Partners Corp.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Mountain Hill Investment Partners Corp. reported 176 stock positions worth $119.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.6% of the portfolio, followed by Arista Networks (ANET, 7.2%) and Nvidia (NVDA, 6.5%). Compared with Q1 2025, it opened 13 new positions, sold out of 13, added to 49 and reduced 28. The biggest buy was a new position in Everpure Class A (P) and the biggest sale an exit from iShares Cybersecurity & Tech (IHAK).

Most Recent 13F
Q2 2026
Location
ATLANTIC HIGHLANDS, NJ
CIK
0002055557
Portfolio Value
$119.1M (Q2 2025)
SEC Filing
0002055557-25-000003 ↗ filed Aug 5, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $98.2M Q4 2024 Q1 2025: $102.4M Q1 2025 Q2 2025: $119.1M $119.1M Q2 2025 Q3 2025: $114.1M Q3 2025 Q4 2025: $139.6M Q4 2025 Q1 2026: $169.0M Q1 2026 Q2 2026: $176.5M Q2 2026

Holdings 176 stocks · $119.1M

IVV iShares Core S&P 500 ETF 8.59% 16,481 $10.2M Add +8.8%
ANET Arista Networks Inc. 7.15% 83,300 $8.5M Reduce -1.1%
NVDA Nvidia Corp. 6.48% 48,860 $7.7M Reduce -8.3%
F Ford Motor Co. filed as FORD MTR CO 6.48% 711,184 $7.7M Reduce -0.5%
AMZN Amazon.com Inc. 6.38% 34,619 $7.6M Reduce -0.6%
UBER Uber Technologies Inc. 5.73% 73,200 $6.8M Reduce -13.4%
PFF iShares Preferred & Income S 5.45% 211,549 $6.5M Add +0.7%
AMD Advanced Micro Devices 5.29% 44,430 $6.3M Reduce -0.7%
P Everpure Inc. Class A filed as PURE STORAGE INC 4.69% 97,090 $5.6M New
XLU St Sr Utl SL SE SPDR ETF-Usd 4.63% 67,587 $5.5M Reduce -0.7%
XLF SS Financial Select Sector 4.52% 102,750 $5.4M Reduce -0.5%
WDC Western Digital Corp. 4.50% 83,841 $5.4M Add +1.1%
TGT Target Corp. 3.83% 46,288 $4.6M Reduce -1.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 3.69% 129,900 $4.4M Reduce -0.9%
INTC Intel Corp. 2.63% 139,669 $3.1M Add +2.6%
XLK SS Technology Select Sector 2.56% 12,053 $3.1M Add +12.2%
BGC BGC Group Inc. Class A 2.17% 252,808 $2.6M Add +102.2%
VB Vanguard Most SM-Cap ETF-Usd 1.69% 8,507 $2.0M Add +11.1%
VTRS Viatris Inc. 1.36% 181,117 $1.6M Reduce -0.5%
SNDK Sandisk Corp. 1.04% 27,314 $1.2M Reduce -1.1%
NMRK Newmark Group Inc. Class A 0.86% 84,354 $1.0M New
GEO The Geo Group Inc. 0.84% 41,812 $1.0M Add +31.4%
FBND Fidelity Total Bond ETF 0.61% 15,810 $723K New
UPS United Parcel Service Class B 0.56% 6,584 $665K Add +81.8%
AZ A2Z CUST2MATE Solutions Corp. 0.50% 56,219 $594K New
GS Goldman Sachs Group Inc. 0.48% 800 $566K No change
GLNG Golar LNG Ltd. 0.47% 13,662 $563K No change
ABBV Abbvie Inc. 0.41% 2,655 $493K No change
FANG Diamondback Energy Inc. 0.40% 3,500 $481K No change
RYN Rayonier Inc. 0.38% 20,440 $453K Add +32.3%
VOD Vodafone Group PLC-SP ADR 0.34% 38,511 $411K Reduce -20.9%
UBS UBS Group AG-Reg 0.31% 11,000 $372K No change
XBP XBP Global Holdings Inc. filed as XBP EUROPE HOLDINGS INC 0.31% 394,287 $367K Reduce -21.2%
QQQ Invesco QQQ Trust Series 1 0.29% 631 $348K Reduce -21.7%
NRK Nuveen NY Amt-FR Muni Inc. 0.29% 34,594 $343K No change
EIM Eaton Vance Municipal Bond 0.24% 29,600 $286K No change
MSFT Microsoft Corp. 0.23% 545 $271K Reduce -0.6%
IWM iShares Russell 2000 ETF 0.22% 1,204 $260K No change
PGX Invesco Preferred ETF 0.21% 22,905 $255K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.19% 700 $224K Reduce -3.5%
MDY State Street SPDR S&P Midcap 0.14% 300 $170K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 265 $164K Add +31.8%
BN Brookfield Corp. 0.12% 2,390 $148K No change
NVG Nuveen Amt-FR Muni CRDT 0.12% 11,503 $137K No change
BA The Boeing Co. 0.11% 652 $137K No change
NZF Nuveen Municipal Credit Inc. 0.11% 11,319 $135K No change
AAPL Apple Inc. 0.11% 641 $131K Reduce -3.0%
ORCL Oracle Corp. 0.11% 600 $131K No change
LOW Lowe's Cos Inc. 0.10% 555 $123K No change
VZ Verizon Communications Inc. 0.10% 2,792 $121K Add +24.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 935 $116K Reduce -84.1%
GOOGL Alphabet Inc. Class A 0.09% 600 $106K No change
VALE Vale SA-SP ADR 0.07% 9,000 $87K No change
AES AES Corp. 0.07% 8,000 $84K No change
NKE Nike Inc. Class B 0.07% 1,100 $78K Add +15614.3%
PYPL PayPal Holdings Inc. 0.06% 1,008 $75K No change
VGM Invesco Trust for Investmen 0.06% 7,000 $66K No change
BXMT Blackstone Mortgage Tru Class A 0.05% 3,360 $65K Add +2.6%
HD Home Depot Inc. 0.05% 165 $60K Reduce -37.7%
DPZ Domino's Pizza Inc. 0.05% 130 $59K No change
KKR KKR & Co. Inc. 0.05% 430 $57K Add +30.3%
AAL American Airlines Group Inc. 0.05% 5,050 $57K No change
PFE Pfizer Inc. 0.04% 2,137 $52K Add +0.1%
DIN Dine Brands Global Inc. 0.04% 2,000 $49K Add +33.3%
MUJ BlackRock Munihold NJ QLTY 0.04% 4,400 $48K No change
BHC Bausch Health Cos Inc. 0.04% 7,000 $47K No change
DG Dollar General Corp. 0.04% 400 $46K Reduce -20.0%
MRK Merck & Co. Inc. 0.04% 547 $43K New
FINS Angel Oak Financ Strat Inc. 0.04% 3,333 $43K Add +33.3%
V Visa Inc. Class A 0.04% 120 $43K No change
HON Honeywell International Inc. 0.03% 170 $40K Reduce -15.0%
BRK.B Berkshire Hathaway Inc. Class B 0.03% 77 $37K No change
LDOS Leidos Holdings Inc. 0.03% 216 $34K Add +66.2%
BAM Brookfield Asset Mgmt-A 0.03% 597 $33K No change
ITIC Investors Title Co. 0.03% 150 $32K Reduce -25.0%
JNJ Johnson & Johnson 0.03% 200 $31K No change
VTI VG Morningstar TS MKT ETF-US 0.03% 100 $30K No change
ACN Accenture PLC Class A 0.03% 100 $30K No change
UNG US Natural Gas Fund LP 0.02% 1,875 $29K No change
CVCO Cavco Industries Inc. 0.02% 65 $28K Add +30.0%
NYT New York Times Co. Class A 0.02% 500 $28K Reduce -28.6%
PAR Par Technology Corp. 0.02% 400 $28K No change
AMH American Homes 4 Rent- A 0.02% 700 $25K No change
KHC The Kraft Heinz Co. 0.02% 962 $25K Add +2.2%
CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP 0.02% 3,000 $24K New
GRNY Fundstr Gran SH US LRG Cap 0.02% 1,050 $24K New
ET Energy Transfer LP 0.02% 1,310 $24K Add +2.1%
LYB Lyondellbasell Indu Class A 0.02% 385 $22K New
SONO Sonos Inc. 0.02% 2,050 $22K No change
NMIH Nmi Holdings Inc. filed as NMI HLDGS INC 0.02% 500 $21K No change
KO The Coca-Cola Co. 0.02% 284 $20K No change
CPRI Capri Holdings Ltd. 0.01% 1,000 $18K No change
CIBR First Trust Nasdaq Cybersecu 0.01% 231 $17K New
JAKK Jakks Pacific Inc. 0.01% 800 $17K No change
MCD McDonald's Corp. 0.01% 54 $16K No change
GM General Motors Co. 0.01% 311 $15K No change
STWD Starwood Property Trust Inc. 0.01% 760 $15K No change
BX Blackstone Inc. 0.01% 100 $15K No change
RIVN Rivian Automotive Inc. Class A 0.01% 1,000 $14K Reduce -94.1%
SNAP Snap Inc. Class A 0.01% 1,500 $13K Reduce -40.0%

Show all 176 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $290 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 14$290No change

Total filed on the 13F, all lines: $119.1M.

Portfolio Sells Q1 2025 → Q2 2025

IHAK iShares Cybersecurity & Tech Sold out 0.00% −3.64
SLB SLB Ltd. Reduce -0.9% 3.69% −1.66
TGT Target Corp. Reduce -1.5% 3.83% −0.96
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -0.7% 4.63% −0.61
F Ford Motor Co. Reduce -0.5% 6.48% −0.52
XLF SS Financial Select Sector Reduce -0.5% 4.52% −0.51
DIS The Walt Disney Co. Reduce -84.1% 0.10% −0.47
XBP XBP Global Holdings Inc. Reduce -21.2% 0.31% −0.36
UBER Uber Technologies Inc. Reduce -13.4% 5.73% −0.28
SNDK Sandisk Corp. Reduce -1.1% 1.04% −0.24
RIVN Rivian Automotive Inc. Class A Reduce -94.1% 0.01% −0.20
VTRS Viatris Inc. Reduce -0.5% 1.36% −0.19
VOD Vodafone Group PLC-SP ADR Reduce -20.9% 0.34% −0.10
AMZN Amazon.com Inc. Reduce -0.6% 6.38% −0.09
QQQ Invesco QQQ Trust Series 1 Reduce -21.7% 0.29% −0.08
SBLK Star Bulk Carriers Corp. Sold out 0.00% −0.08
ETV Eaton Vance T/M Buy-Writ Opp Sold out 0.00% −0.06
AJG Arthur J Gallagher & Co. Reduce -3.5% 0.19% −0.06
HD Home Depot Inc. Reduce -37.7% 0.05% −0.04
AB Alliancebernstein Holding LP Sold out 0.00% −0.04
PARAA Paramount Global Class B Sold out 0.00% −0.04
AAPL Apple Inc. Reduce -3.0% 0.11% −0.03
DECK Deckers Outdoor Corp. Sold out 0.00% −0.03
CVS CVS Health Corp. Reduce -95.0% 0.00% −0.03
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.02
ITIC Investors Title Co. Reduce -25.0% 0.03% −0.02
SBUX Starbucks Corp. Sold out 0.00% −0.02
GOOG Alphabet Inc. Class C Sold out 0.00% −0.02
NEM Newmont Corp. Sold out 0.00% −0.01
NYT New York Times Co. Class A Reduce -28.6% 0.02% −0.01
SNAP Snap Inc. Class A Reduce -40.0% 0.01% −0.01
HON Honeywell International Inc. Reduce -15.0% 0.03% −0.01
HGTY Hagerty Inc. Class A Sold out 0.00% −0.01
CHWY Chewy Inc. Class A Sold out 0.00% −0.01
WBD Warner Bros Discovery Inc. Reduce -95.3% 0.00% −0.01
DG Dollar General Corp. Reduce -20.0% 0.04% −0.00
NTES Netease Inc.-ADR Sold out 0.00% −0.00
MSFT Microsoft Corp. Reduce -0.6% 0.23% +0.03
ANET Arista Networks Inc. Reduce -1.1% 7.15% +0.78
AMD Advanced Micro Devices Reduce -0.7% 5.29% +0.80
NVDA Nvidia Corp. Reduce -8.3% 6.48% +0.84

Portfolio Buys Q1 2025 → Q2 2025

P Everpure Inc. Class A New 4.69% +4.69
WDC Western Digital Corp. Add +1.1% 4.50% +1.23
BGC BGC Group Inc. Class A Add +102.2% 2.17% +1.05
NMRK Newmark Group Inc. Class A New 0.86% +0.86
FBND Fidelity Total Bond ETF New 0.61% +0.61
AZ A2Z CUST2MATE Solutions Corp. New 0.50% +0.50
XLK SS Technology Select Sector Add +12.2% 2.56% +0.40
IVV iShares Core S&P 500 ETF Add +8.8% 8.59% +0.28
UPS United Parcel Service Class B Add +81.8% 0.56% +0.17
NKE Nike Inc. Class B Add +15614.3% 0.07% +0.07
MRK Merck & Co. Inc. New 0.04% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +11.1% 1.69% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +31.8% 0.14% +0.03
CALY Callaway Golf Company New 0.02% +0.02
GRNY Fundstr Gran SH US LRG Cap New 0.02% +0.02
LYB Lyondellbasell Indu Class A New 0.02% +0.02
CIBR First Trust Nasdaq Cybersecu New 0.01% +0.01
LDOS Leidos Holdings Inc. Add +66.2% 0.03% +0.01
KKR KKR & Co. Inc. Add +30.3% 0.05% +0.01
DIN Dine Brands Global Inc. Add +33.3% 0.04% +0.01
FINS Angel Oak Financ Strat Inc. Add +33.3% 0.04% +0.00
VZ Verizon Communications Inc. Add +24.6% 0.10% +0.00
COP Conocophillips New 0.00% +0.00
JEPQ JPM Nasdaq Equity Premium Add +158.3% 0.00% +0.00
CIVI Civitas Resources Inc. Add +195.2% 0.00% +0.00
DDOG Datadog Inc. Class A New 0.00% +0.00
SCHD Schwab US DVD Equity ETF Add +83.3% 0.00% +0.00
ABR Arbor Realty Trust Inc. Add +86.8% 0.00% +0.00
OGN Organon & Co. New 0.00% +0.00
AGNC AGNC Investment Corp. Add +84.1% 0.00% +0.00
DVN Devon Energy Corp. Add +45.9% 0.00% +0.00
QYLD Global X Nasd 100 Cov Call Add +36.5% 0.00% +0.00
PAA Plains All Amer Pipeline LP New 0.00% +0.00
EPR Epr Properties Add +3.7% 0.00% 0.00
NXDT Nexpoint Diversified Real Es Add +4.0% 0.00% 0.00
ADC Agree Realty Corp. Add +10.0% 0.00% −0.00
ARLP Alliance Resource Partners Add +4.5% 0.00% −0.00
ARCC Ares Capital Corp. Add +3.6% 0.00% −0.00
ENB Enbridge Inc. Add +3.7% 0.00% −0.00
HFRO Highland Opport & Income Add +1.7% 0.00% −0.00
IYZ iShares US Telecommunication Add +3.1% 0.00% −0.00
IEFA iShares Core MSCI Eafe ETF Add +2.8% 0.00% −0.00
OCSL Oaktree Specialty Lending Co. Add +3.2% 0.00% −0.00
WPC WP Carey Inc. Add +6.3% 0.00% −0.00
KIO KKR Income Opportunities Add +2.9% 0.00% −0.00
EPD Enterprise Products Partners Add +2.6% 0.00% −0.00
LOAN Manhattan Bridge Capital Inc. Add +2.3% 0.00% −0.00
CHRD Chord Energy Corp. Add +19.2% 0.00% −0.00
O Realty Income Corp. Add +2.6% 0.00% −0.00
KYN Kayne Anderson Energy Infra Add +2.1% 0.00% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 193$176.5MFBND, VST, NVDA, IVV, PFF
Q1 2026 203$169.0MFBND, VST, NVDA, IVV, P
Q4 2025 217$139.6MFBND, IVV, UPS, PFF, SLB
Q3 2025 219$114.1MFBND, IVV, NVDA, UPS, PFF
Q2 2025 176$119.1MIVV, ANET, NVDA, F, AMZN
Q1 2025 176$102.4MIVV, F, AMZN, ANET, PFF
Q4 2024 182$98.2MIVV, F, AMZN, PFF, TGT