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Mountain Hill Investment Partners Corp. — 13F Holdings & Portfolio

CIK 2055557 · latest 13F-HR filed 2026-10-23

Backtest portfolio

Mountain Hill Investment Partners Corp. manages $184.2M in 13F-reported U.S. long-equity assets across 168 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are ORCL (9.35%), FBND (7.54%), NVDA (7.23%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 23 new positions and exited 50; 46 existing positions rose in reported value and 60 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$184.2M

Long-equity book

Holdings
168

Distinct positions

Period
2026-09-30

Filed 2026-10-23

Q/Q Activity
+23 / −50 / ↑46 / ↓60

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
ORCL9.3% · +140%FBND7.5% · -0%NVDA7.2% · -1%AVGO6.7% · +312%IVV6.4% · +0%VST5.7% · +1%PFF5.4% · 0%XLK5.3% · -2%MSFT5.2% · -0%UPS4.5% · +1%GOOG4.1% · +1%AMCR4.0% · -0%CRM3.7% · -38%CEG3.6% · +1%XLE3.2% · 0%GIS2.9% · 0%AMZN2.5% · -0%SPCX2.2% · +4478%XHB2.0% · 0%AZ1.4% · +8%VB1.3% · +5%RYN1.0% · 0%BGC0.6% · 0%GS0.4% · 0%ABBV0.4% · 0%QQQ0.3% · 0%AAPL0.2% · +163%DIS0.2% · 0%IWM0.2% · 0%PGX0.1% · 0%MDY0.1% · 0%JBLU0.1% · +132%AJG0.1% · 0%NRK0.1% · 0%LOW0.1% · +45%SPY0.1% · 0%BN0.1% · 0%VTRS0.1% · -49%NZF0.1% · 0%GOOGL0.1% · -12%BA0.1% · 0%IGV0.1% · -99%EIM0.1% · 0%UBS0.1% · 0%AAL0.1% · +17%CAG0.0% · +2%ECL0.0% · 0%IEP0.0% · +20%GEV0.0% · +46%NFLX0.0% · +56%AES0.0% · 0%VGM0.0% · 0%AADX0.0% · newDIN0.0% · 0%UBER0.0% · newMCD0.0% · +778%JOBY0.0% · +20%OMC0.0% · 0%AB0.0% · +50%FINS0.0% · +30%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 63.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 1, 2026.

Assets Under Management
$539.0M
Discretionary
$359.5M
Employees
4
Accounts
328
Address
724 KINGS HIGHWAY EAST
ATLANTIC HIGHLANDS, NJ 07716
Phone
(732) 291-3188
Website
Name Title / Status Ownership Type
KAISER, ANDREW, JOHN ControlCHIEF EXECUTIVE OFFICER
since Jan 2006
50–75%Individual
MEYERS, MICHAEL, HENRY ControlCHIEF COMPLIANCE OFFICER
since Mar 2007
25–50%Individual
Siewert, Lauren, Grey ControlDIRECTOR OF BUSINESS DEVELOPMENT
since Jun 2022
10–25%Individual
Ownership & leadership changes · 4 filings with changes since Mar 26, 2015

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 18, 2022 filing
  • AddedSiewert, Lauren, Grey · DIRECTOR OF BUSINESS DEVELOPMENT · 10–25% · control person
Mar 2, 2020 filing
  • ChangedKAISER, ANDREW, JOHN · ownership 75% or more → 50–75%
  • ChangedMEYERS, MICHAEL, HENRY · ownership 10–25% → 25–50%
May 2, 2017 filing
  • ChangedKAISER, ANDREW, JOHN · title MANAGING PARTNER → CHIEF EXECUTIVE OFFICER
Feb 15, 2017 filing
  • ChangedMEYERS, MICHAEL, HENRY · ownership Less than 5% → 10–25%
Mar 26, 2015 filing (earliest on record)
  • ListedKAISER, ANDREW, JOHN · MANAGING PARTNER · 75% or more · control person
  • ListedMEYERS, MICHAEL, HENRY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 46 →

Top Trims

Show all 60 →

New Positions

Show all 23 →

Exited Positions

Show all 50 →

Mountain Hill Investment Partners Corp. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ORACLE CORP ORCL 68389X105 $17.2M 9.35% 125,403 SH
2 FIDELITY MERRIMACK STR TR FBND 316188309 $13.9M 7.54% 320,948 SH
3 NVIDIA CORPORATION NVDA 67066G104 $13.3M 7.23% 58,301 SH
4 BROADCOM INC AVGO 11135F101 $12.3M 6.70% 35,156 SH
5 ISHARES TR IVV 464287200 $11.7M 6.37% 15,326 SH
6 VISTRA CORP VST 92840M102 $10.5M 5.70% 75,926 SH
7 ISHARES TR PFF 464288687 $9.9M 5.39% 336,638 SH
8 SELECT SECTOR SPDR TR XLK 81369Y803 $9.7M 5.29% 49,734 SH
9 MICROSOFT CORP MSFT 594918104 $9.5M 5.18% 18,596 SH
10 UNITED PARCEL SVCS INC UPS 911312106 $8.3M 4.51% 88,808 SH
11 ALPHABET INC GOOG 02079K107 $7.5M 4.07% 21,997 SH
12 AMCOR PLC AMCR G0250X149 $7.4M 4.00% 176,040 SH
13 SALESFORCE INC CRM 79466L302 $6.8M 3.69% 29,571 SH
14 CONSTELLATION ENERGY CORP CEG 21037T109 $6.7M 3.63% 26,315 SH
15 SELECT SECTOR SPDR TR XLE 81369Y506 $5.9M 3.23% 96,624 SH
16 GENERAL MILLS INC GIS 370334104 $5.3M 2.89% 165,300 SH
17 AMAZON COM INC AMZN 023135106 $4.5M 2.47% 18,258 SH
18 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $4.1M 2.25% 27,465 SH
19 SPDR SERIES TRUST XHB 78464A888 $3.8M 2.05% 39,300 SH
20 A2Z CUST2MATE SOLUTIONS CORP AZ 002205102 $2.6M 1.41% 452,738 SH
21 VANGUARD INDEX FDS VB 922908751 $2.4M 1.28% 8,313 SH
22 RAYONIER INC RYN 754907103 $1.8M 1.00% 100,000 SH
23 BGC GROUP INC BGC 088929104 $1.1M 0.60% 95,392 SH
24 GOLDMAN SACHS GROUP INC GS 38141G104 $720.3K 0.39% 800 SH
25 ABBVIE INC ABBV 00287Y109 $694.5K 0.38% 2,655 SH
26 INVESCO QQQ TR QQQ 46090E103 $466.8K 0.25% 631 SH
27 APPLE INC AAPL 037833100 $445.4K 0.24% 1,338 SH
28 DISNEY WALT CO DIS 254687106 $351.0K 0.19% 3,346 SH
29 ISHARES TR IWM 464287655 $279.0K 0.15% 1,004 SH
30 INVESCO EXCH TRADED FD TR II PGX 46138E511 $230.7K 0.13% 22,905 SH
31 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $197.0K 0.11% 300 SH
32 JETBLUE AIRWAYS CORP JBLU 477143101 $186.1K 0.10% 44,000 SH
33 GALLAGHER ARTHUR J & CO AJG 363576109 $159.7K 0.09% 700 SH
34 NUVEEN NY AMT FREE NRK 670656107 $153.3K 0.08% 16,594 SH
35 LOWES COS INC LOW 548661107 $148.4K 0.08% 805 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $144.7K 0.08% 190 SH
37 BROOKFIELD CORP BN 11271J107 $130.7K 0.07% 3,585 SH
38 VIATRIS INC VTRS 92556V106 $128.7K 0.07% 7,263 SH
39 NUVEEN MUN CR INCOME FD NZF 67070X101 $122.6K 0.07% 11,319 SH
40 ALPHABET INC GOOGL 02079K305 $122.5K 0.07% 356 SH
41 BOEING CO BA 097023105 $121.3K 0.07% 652 SH
42 ISHARES TR IGV 464287515 $118.2K 0.06% 1,110 SH
43 EATON VANCE MUN BD FD EIM 27827X101 $117.9K 0.06% 13,000 SH
44 UBS GROUP AG UBS H42097107 $96.3K 0.05% 2,000 SH
45 AMERICAN AIRLINES GROUP INC AAL 02376R102 $93.6K 0.05% 7,000 SH
46 CONAGRA BRANDS INC CAG 205887102 $83.0K 0.05% 6,176 SH
47 ECOLAB INC ECL 278865100 $82.4K 0.04% 300 SH
48 ICAHN ENTERPRISES LP IEP 451100101 $81.0K 0.04% 12,000 SH
49 GE VERNOVA INC GEV 36828A101 $76.0K 0.04% 80 SH
50 NETFLIX INC. NFLX 64110L106 $75.8K 0.04% 1,090 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-23 $184.2M 168 0002055557-26-000005
2026-06-30 2026-07-16 $176.5M 195 0002055557-26-000003
2026-03-31 2026-05-01 $169.0M 205 0002055557-26-000002
2025-12-31 2026-01-26 $139.6M 219 0002055557-26-000001
Filer Information
Address
726 KINGS HIGHWAY
ATLANTIC HIGHLANDS, NJ 07716
Phone
(732) 291-3188
Filing Manager
Mountain Hill Investment Partners Corp.
ATLANTIC HIGHLANDS, NJ
Signatory
Alan Gilmore
Attorney