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

Page 4 of 9

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American Airlines Group Inc.

AAL|02376R102

Shares:5.0K

Value:$53.3K

% of Portfolio:0.1% ($53.3K/$102.4M)

BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC.

MUJ|09254X101

Shares:4.4K

Value:$49.5K

% of Portfolio:0.0% ($49.5K/$102.4M)

INVESTORS TITLE CO

ITIC|461804106

Shares:200

Value:$48.2K

% of Portfolio:0.0% ($48.2K/$102.4M)

Bausch Health Companies Inc.

BHC|071734107

Shares:7.0K

Value:$45.3K

% of Portfolio:0.0% ($45.3K/$102.4M)

DOLLAR GENERAL CORP

DG|256677105

Shares:500

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$102.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:200

Value:$42.4K

% of Portfolio:0.0% ($42.4K/$102.4M)

VISA INC.

V|92826C839

Shares:120

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$102.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:77

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$102.4M)

912318409

Shares:1.9K

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$102.4M)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:1.0K

Value:$38.3K

% of Portfolio:0.0% ($38.3K/$102.4M)

KKR & Co. Inc.

KKR|48251W104

Shares:330

Value:$38.2K

% of Portfolio:0.0% ($38.2K/$102.4M)

Paramount Global

PARA|92556H206

Shares:3.0K

Value:$35.9K

% of Portfolio:0.0% ($35.9K/$102.4M)

Dine Brands Global, Inc.

DIN|254423106

Shares:1.5K

Value:$34.9K

% of Portfolio:0.0% ($34.9K/$102.4M)

NEW YORK TIMES CO

NYT|650111107

Shares:700

Value:$34.7K

% of Portfolio:0.0% ($34.7K/$102.4M)

Angel Oak Financial Strategies Income Term Trust

FINS|03464A100

Shares:2.5K

Value:$33.7K

% of Portfolio:0.0% ($33.7K/$102.4M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:300

Value:$33.5K

% of Portfolio:0.0% ($33.5K/$102.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:200

Value:$33.2K

% of Portfolio:0.0% ($33.2K/$102.4M)

Accenture plc

ACN|G1151C101

Shares:100

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$102.4M)

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:597

Value:$28.9K

% of Portfolio:0.0% ($28.9K/$102.4M)

Kraft Heinz Co

KHC|500754106

Shares:941

Value:$28.6K

% of Portfolio:0.0% ($28.6K/$102.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
American Airlines Group Inc.(AALcusip02376R102)	5.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$53.3K	0.1% ($53.3K/$102.4M)	QoQ -39.47% (-$34.7K) YoY-
BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC.(MUJcusip09254X101)	4.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$49.5K	0.0% ($49.5K/$102.4M)	QoQ +1.62% (+$792) YoY-
INVESTORS TITLE CO(ITICcusip461804106)	200	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$48.2K	0.0% ($48.2K/$102.4M)	QoQ +1.82% (+$864) YoY-
Bausch Health Companies Inc.(BHCcusip071734107)	7.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$45.3K	0.0% ($45.3K/$102.4M)	QoQ -19.72% (-$11.1K) YoY-
DOLLAR GENERAL CORP(DGcusip256677105)	500	QoQ +66.66% (+200) YoY-	All Managers (Combined)	$44.0K	0.0% ($44.0K/$102.4M)	QoQ +93.28% (+$21.2K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$42.4K	0.0% ($42.4K/$102.4M)	QoQ -6.25% (-$2.8K) YoY-
VISA INC.(Vcusip92826C839)	120	QoQ -20.00% (-30) YoY-	All Managers (Combined)	$42.1K	0.0% ($42.1K/$102.4M)	QoQ -11.28% (-$5.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	77	QoQ -16.30% (-15) YoY-	All Managers (Combined)	$41.0K	0.0% ($41.0K/$102.4M)	QoQ -1.66% (-$693) YoY-
(cusip912318409)✕	1.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$40.5K	0.0% ($40.5K/$102.4M)	QoQ +28.55% (+$9.0K) YoY-
ALLIANCEBERNSTEIN HOLDING L.P.(ABcusip01881G106)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$38.3K	0.0% ($38.3K/$102.4M)	QoQ NEW(+$38.3K) YoY-
KKR & Co. Inc.(KKRcusip48251W104)	330	QoQ NEW(+330) YoY-	All Managers (Combined)	$38.2K	0.0% ($38.2K/$102.4M)	QoQ NEW(+$38.2K) YoY-
Paramount Global(PARAcusip92556H206)	3.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$35.9K	0.0% ($35.9K/$102.4M)	QoQ +14.34% (+$4.5K) YoY-
Dine Brands Global, Inc.(DINcusip254423106)	1.5K	QoQ +50.00% (+500) YoY-	All Managers (Combined)	$34.9K	0.0% ($34.9K/$102.4M)	QoQ +15.96% (+$4.8K) YoY-
NEW YORK TIMES CO(NYTcusip650111107)	700	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$34.7K	0.0% ($34.7K/$102.4M)	QoQ -4.70% (-$1.7K) YoY-
Angel Oak Financial Strategies Income Term Trust(FINScusip03464A100)	2.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$33.7K	0.0% ($33.7K/$102.4M)	QoQ +6.14% (+$1.9K) YoY-
DECKERS OUTDOOR CORP(DECKcusip243537107)	300	QoQ NEW(+300) YoY-	All Managers (Combined)	$33.5K	0.0% ($33.5K/$102.4M)	QoQ NEW(+$33.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	200	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$33.2K	0.0% ($33.2K/$102.4M)	QoQ +14.67% (+$4.2K) YoY-
Accenture plc(ACNcusipG1151C101)	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$31.2K	0.0% ($31.2K/$102.4M)	QoQ -11.29% (-$4.0K) YoY-
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	597	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$28.9K	0.0% ($28.9K/$102.4M)	QoQ -10.59% (-$3.4K) YoY-
Kraft Heinz Co(KHCcusip500754106)	941	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$28.6K	0.0% ($28.6K/$102.4M)	QoQ -0.85% (-$246) YoY-