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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | SONO | SONOS INC | Technology | 1,000.0 | $14K | 0.01% | NEW | — | $13.53 | +14.2% |
| 102 | ARTY | ISHARES TR | — | 171.0 | $13K | 0.01% | NEW | — | $76.16 | +2.0% |
| 103 | KO | COCA COLA CO | Consumer Defensive | 157.0 | $13K | 0.01% | NEW | — | $81.16 | +7.2% |
| 104 | JNJ | JOHNSON & JOHNSON | Healthcare | 50.0 | $13K | 0.01% | NEW | — | $253.98 | +3.3% |
| 105 | STWD | STARWOOD PPTY TR INC | Real Estate | 760.0 | $12K | 0.01% | NEW | — | $16.38 | -0.9% |
| 106 | ACN | ACCENTURE PLC IRELAND | Technology | 100.0 | $12K | 0.01% | NEW | — | $124.44 | +36.6% |
| 107 | XOM | EXXON MOBIL CORP | Energy | 88.0 | $12K | 0.01% | NEW | — | $136.81 | +18.1% |
| 108 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 1,172.0 | $12K | 0.01% | NEW | — | $9.86 | +4.3% |
| 109 | XLU | SELECT SECTOR SPDR TR | — | 179.0 | $8K | 0.01% | NEW | — | $45.24 | -2.3% |
| 110 | DVN | DEVON ENERGY CORP NEW | Energy | 182.0 | $8K | 0.00% | NEW | — | $41.42 | +14.9% |
| 111 | MCD | MCDONALDS CORP | Consumer Cyclical | 27.0 | $7K | 0.00% | NEW | — | $270.30 | -1.8% |
| 112 | SNAP | SNAP INC | Communication Services | 1,500.0 | $7K | 0.00% | NEW | — | $4.44 | +16.7% |
| 113 | OXY | OCCIDENTAL PETE CORP | Energy | 128.0 | $6K | 0.00% | NEW | — | $48.55 | +21.6% |
| 114 | RXT | RACKSPACE TECHNOLOGY INC | Technology | 800.0 | $5K | 0.00% | NEW | — | $6.53 | -39.5% |
| 115 | IYE | ISHARES TR | — | 91.0 | $5K | 0.00% | NEW | — | $56.35 | +17.6% |
| 116 | KYN | KAYNE ANDERSON ENERGY INFRST | Financial Services | 317.0 | $4K | 0.00% | NEW | — | $13.84 | +6.6% |
| 117 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 10.0 | $4K | 0.00% | NEW | — | $415.60 | -4.8% |
| 118 | MPWR | MONOLITHIC PWR SYS INC | Technology | 3.0 | $4K | 0.00% | NEW | — | $1382.33 | +2.4% |
| 119 | BND | VANGUARD BD INDEX FDS | — | 56.0 | $4K | 0.00% | NEW | — | $72.96 | -1.1% |
| 120 | TSLA | TESLA INC | Consumer Cyclical | 9.0 | $4K | 0.00% | NEW | — | $420.56 | -19.3% |
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%