Mountain-Hill-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AES",
  "MCHI",
  "AAL",
  "NVG",
  "MPLX",
  "ACN",
  "ABBV",
  "NMIH",
  "GOOGL",
  null,
  "T",
  "LOW",
  "ABR",
  "ARCC",
  "DUK",
  "EIM",
  "SONO",
  null,
  "NRK",
  "MUJ",
  "BGC",
  "KIO",
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "GEO",
  "HFRO",
  "HGTY",
  "RIVN",
  "NXDT",
  "RXT",
  null,
  null,
  null,
  "IOVA",
  null,
  null,
  "KMI",
  null,
  null,
  "FINS",
  "MSFT",
  "MDLZ",
  "EPR",
  "HE",
  "GLNG",
  "HAS",
  "OXY",
  "XBP",
  "BX",
  "DG",
  "ANET",
  "KKR",
  "ORCL",
  "KHC",
  "AMH",
  null,
  "NNN",
  "PYPL",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "PFE",
  "VZ",
  "NYT",
  "PARA",
  "IEFA",
  null,
  "SLB",
  "O",
  null,
  "SBUX",
  "TGT",
  "UBS",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "AGNC",
  "SBLK",
  "AB",
  "STAG",
  "ETV",
  "KYN",
  null,
  null,
  null,
  null,
  "LOAN",
  "PATH",
  "BN.TO",
  "RYN",
  "GM",
  "STWD",
  "AMD",
  "F",
  "DECK",
  "AJG",
  "ITIC",
  null,
  "AMZN",
  null,
  "VGM",
  null,
  null,
  "NTES",
  null,
  "VALE",
  "BND",
  "VB",
  null,
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WDC",
  "WPC",
  "ADC",
  "PAR",
  "SCHD",
  "ET",
  "BIIB",
  null,
  "NZF",
  "SO",
  "SNAP",
  null,
  null,
  null,
  null,
  "CHWY",
  "ARLP",
  "ALLY",
  null,
  "BHC",
  "BRK-B",
  "BXMT",
  "BA",
  "BAM.TO",
  "CPRI",
  "CVCO",
  "CVX",
  "CHRD",
  "CSCO",
  "CIVI",
  "KO",
  "CVS",
  "DVN",
  "FANG",
  "DIN",
  "DPZ",
  null,
  "VOD",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "JAKK",
  "MO",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 177
Total Value: 102373802
Accession Number: 0002055557-25-000002
Form Type: 13F-HR
CIK: mountain-hill-investment-partners
Manager Name: Mountain-Hill-Investment-Partners

Data Enrichment

83% identified

147 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $102.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:661

Value:$146.8K

% of Portfolio:0.1% ($146.8K/$102.4M)

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:11.5K

Value:$142.4K

% of Portfolio:0.1% ($142.4K/$102.4M)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:11.3K

Value:$138.4K

% of Portfolio:0.1% ($138.4K/$102.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:555

Value:$129.4K

% of Portfolio:0.1% ($129.4K/$102.4M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:2.4K

Value:$125.3K

% of Portfolio:0.1% ($125.3K/$102.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:201

Value:$112.3K

% of Portfolio:0.1% ($112.3K/$102.4M)

BOEING CO

BA|097023105

Shares:652

Value:$111.2K

% of Portfolio:0.1% ($111.2K/$102.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:2.2K

Value:$101.7K

% of Portfolio:0.1% ($101.7K/$102.4M)

AES CORP

AES|00130H105

Shares:8.0K

Value:$99.4K

% of Portfolio:0.1% ($99.4K/$102.4M)

HOME DEPOT, INC.

HD|437076102

Shares:265

Value:$97.1K

% of Portfolio:0.1% ($97.1K/$102.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:600

Value:$92.8K

% of Portfolio:0.1% ($92.8K/$102.4M)

Vale S.A.

VALE|91912E105

Shares:9.0K

Value:$89.8K

% of Portfolio:0.1% ($89.8K/$102.4M)

ORACLE CORP

ORCL|68389X105

Shares:600

Value:$83.9K

% of Portfolio:0.1% ($83.9K/$102.4M)

Star Bulk Carriers Corp.

SBLK|Y8162K204

Shares:5.0K

Value:$77.8K

% of Portfolio:0.1% ($77.8K/$102.4M)

Invesco Trust for Investment Grade Municipals

VGM|46131M106

Shares:7.0K

Value:$69.7K

% of Portfolio:0.1% ($69.7K/$102.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:1.0K

Value:$65.8K

% of Portfolio:0.1% ($65.8K/$102.4M)

BLACKSTONE MORTGAGE TRUST, INC.

BXMT|09257W100

Shares:3.3K

Value:$65.5K

% of Portfolio:0.1% ($65.5K/$102.4M)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:4.6K

Value:$60.3K

% of Portfolio:0.1% ($60.3K/$102.4M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:130

Value:$59.7K

% of Portfolio:0.1% ($59.7K/$102.4M)

PFIZER INC

PFE|717081103

Shares:2.1K

Value:$54.1K

% of Portfolio:0.1% ($54.1K/$102.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	661	QoQ -7.68% (-55) YoY-	All Managers (Combined)	$146.8K	0.1% ($146.8K/$102.4M)	QoQ -18.11% (-$32.5K) YoY-
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	11.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$142.4K	0.1% ($142.4K/$102.4M)	QoQ +0.97% (+$1.4K) YoY-
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	11.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$138.4K	0.1% ($138.4K/$102.4M)	QoQ +0.49% (+$679) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	555	QoQ -0.35% (-2) YoY-	All Managers (Combined)	$129.4K	0.1% ($129.4K/$102.4M)	QoQ -5.83% (-$8.0K) YoY-
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	2.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$125.3K	0.1% ($125.3K/$102.4M)	QoQ -8.77% (-$12.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	201	QoQ +13.55% (+24) YoY-	All Managers (Combined)	$112.3K	0.1% ($112.3K/$102.4M)	QoQ +8.41% (+$8.7K) YoY-
BOEING CO(BAcusip097023105)	652	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$111.2K	0.1% ($111.2K/$102.4M)	QoQ -3.64% (-$4.2K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	2.2K	QoQ -8.97% (-221) YoY-	All Managers (Combined)	$101.7K	0.1% ($101.7K/$102.4M)	QoQ +3.27% (-$3.2K) YoY-
AES CORP(AEScusip00130H105)	8.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$99.4K	0.1% ($99.4K/$102.4M)	QoQ -3.49% (-$3.6K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	265	QoQ +60.60% (+100) YoY-	All Managers (Combined)	$97.1K	0.1% ($97.1K/$102.4M)	QoQ +51.31% (+$32.9K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	600	QoQ +50.00% (+200) YoY-	All Managers (Combined)	$92.8K	0.1% ($92.8K/$102.4M)	QoQ +22.53% (+$17.1K) YoY-
Vale S.A.(VALEcusip91912E105)	9.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$89.8K	0.1% ($89.8K/$102.4M)	QoQ +12.51% (+$10.0K) YoY-
ORACLE CORP(ORCLcusip68389X105)	600	QoQ NEW(+600) YoY-	All Managers (Combined)	$83.9K	0.1% ($83.9K/$102.4M)	QoQ NEW(+$83.9K) YoY-
Star Bulk Carriers Corp.(SBLKcusipY8162K204)	5.0K	QoQ +66.66% (+2.0K) YoY-	All Managers (Combined)	$77.8K	0.1% ($77.8K/$102.4M)	QoQ +73.46% (+$33.0K) YoY-
Invesco Trust for Investment Grade Municipals(VGMcusip46131M106)	7.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$69.7K	0.1% ($69.7K/$102.4M)	QoQ -1.38% (-$980) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	1.0K	QoQ +11.01% (-100) YoY-	All Managers (Combined)	$65.8K	0.1% ($65.8K/$102.4M)	QoQ -15.13% (-$11.7K) YoY-
BLACKSTONE MORTGAGE TRUST, INC.(BXMTcusip09257W100)	3.3K	QoQ +2.63% (+84) YoY-	All Managers (Combined)	$65.5K	0.1% ($65.5K/$102.4M)	QoQ +17.89% (+$9.9K) YoY-
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	4.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$60.3K	0.1% ($60.3K/$102.4M)	QoQ -8.32% (-$5.5K) YoY-
DOMINOS PIZZA INC(DPZcusip25754A201)	130	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$59.7K	0.1% ($59.7K/$102.4M)	QoQ +9.45% (+$5.2K) YoY-
PFIZER INC(PFEcusip717081103)	2.1K	QoQ +0.09% (-2) YoY-	All Managers (Combined)	$54.1K	0.1% ($54.1K/$102.4M)	QoQ -4.38% (-$2.5K) YoY-