Portfolio (Quarterly)
Guide ↗
Mountain Hill Investment Partners Corp.
· CIK 0002055557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | BA | BOEING CO | Industrials | 652.0 | $141K | 0.08% | NEW | — | $216.48 | +4.4% |
| 42 | VOD | VODAFONE GROUP PLC | Communication Services | 10,115.0 | $134K | 0.08% | NEW | — | $13.23 | +22.5% |
| 43 | EIM | EATON VANCE MUN BD FD | Financial Services | 13,000.0 | $129K | 0.07% | NEW | — | $9.96 | -3.3% |
| 44 | LOW | LOWES COS INC | Consumer Cyclical | 555.0 | $122K | 0.07% | NEW | — | $220.49 | -2.1% |
| 45 | JBLU | JETBLUE AIRWAYS CORP | Industrials | 19,000.0 | $109K | 0.06% | NEW | — | $5.73 | -8.6% |
| 46 | AAL | AMERICAN AIRLINES GROUP INC | Industrials | 6,000.0 | $108K | 0.06% | NEW | — | $18.07 | -20.1% |
| 47 | — | SPACE EXPLORATION TECHN CORP | — | 600.0 | $103K | 0.06% | NEW | — | $170.86 | — |
| 48 | UBS | UBS GROUP AG | Financial Services | 2,000.0 | $99K | 0.06% | NEW | — | $49.56 | +7.8% |
| 49 | T | AT&T INC | Communication Services | 4,131.0 | $86K | 0.05% | NEW | — | $20.70 | +19.3% |
| 50 | ECL | ECOLAB INC | Basic Materials | 300.0 | $84K | 0.05% | NEW | — | $278.61 | -1.0% |
| 51 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 6,061.0 | $82K | 0.05% | NEW | — | $13.46 | +15.6% |
| 52 | VGM | INVESCO TR INVT GRADE MUNS | Financial Services | 7,000.0 | $74K | 0.04% | NEW | — | $10.60 | -2.2% |
| 53 | AES | AES CORP | Utilities | 5,000.0 | $73K | 0.04% | NEW | — | $14.66 | +0.7% |
| 54 | IEP | ICAHN ENTERPRISES LP | Industrials | 10,000.0 | $72K | 0.04% | NEW | — | $7.21 | -1.4% |
| 55 | DIN | DINE BRANDS GLOBAL INC | Consumer Cyclical | 2,000.0 | $72K | 0.04% | NEW | — | $35.90 | -2.5% |
| 56 | JOBY | JOBY AVIATION INC | Industrials | 7,500.0 | $67K | 0.04% | NEW | — | $8.92 | -11.3% |
| 57 | GEV | GE VERNOVA INC | Utilities | 55.0 | $65K | 0.04% | NEW | — | $1174.85 | -8.2% |
| 58 | BXMT | BLACKSTONE MORTGAGE TRUST IN | Real Estate | 3,699.0 | $63K | 0.04% | NEW | — | $16.95 | -16.0% |
| 59 | HD | HOME DEPOT INC | Consumer Cyclical | 175.0 | $62K | 0.04% | NEW | — | $352.68 | -4.2% |
| 60 | PPL | PPL CORP | Utilities | 1,500.0 | $55K | 0.03% | NEW | — | $36.35 | -1.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.2%
Utilities
18.8%
Industrials
10.0%
Consumer Defensive
9.1%
Communication Services
8.6%
Consumer Cyclical
4.9%
Financial Services
3.9%
Real Estate
2.3%
Healthcare
1.0%
Energy
0.1%