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 5 of 9

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CVS HEALTH Corp

CVS|126650100

Shares:420

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$102.4M)

922908769

VTI|922908769

Shares:100

Value:$27.5K

% of Portfolio:0.0% ($27.5K/$102.4M)

American Homes 4 Rent

AMH|02665T306

Shares:700

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$102.4M)

CAVCO INDUSTRIES INC.

CVCO|149568107

Shares:50

Value:$26.0K

% of Portfolio:0.0% ($26.0K/$102.4M)

PAR TECHNOLOGY CORP

PAR|698884103

Shares:400

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$102.4M)

Mondelez International, Inc.

MDLZ|609207105

Shares:354

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$102.4M)

Energy Transfer LP

ET|29273V100

Shares:1.3K

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$102.4M)

Sonos Inc

SONO|83570H108

Shares:2.0K

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$102.4M)

Snap Inc

SNAP|83304A106

Shares:2.5K

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$102.4M)

COCA COLA CO

KO|191216100

Shares:284

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$102.4M)

JAKKS PACIFIC INC

JAKK|47012E403

Shares:800

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$102.4M)

Capri Holdings Ltd

CPRI|G1890L107

Shares:1.0K

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$102.4M)

STARBUCKS CORP

SBUX|855244109

Shares:200

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$102.4M)

NMI Holdings, Inc.

NMIH|629209305

Shares:500

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$102.4M)

Alphabet Inc.

GOOG|02079K107

Shares:113

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$102.4M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:130

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$102.4M)

MCDONALDS CORP

MCD|580135101

Shares:54

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$102.4M)

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:760

Value:$15.0K

% of Portfolio:0.0% ($15.0K/$102.4M)

General Motors Co

GM|37045V100

Shares:311

Value:$14.6K

% of Portfolio:0.0% ($14.6K/$102.4M)

NEWMONT Corp /DE/

NEM|651639106

Shares:300

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$102.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	420	QoQ -99.43% (-74.2K) YoY-	All Managers (Combined)	$28.5K	0.0% ($28.5K/$102.4M)	QoQ -99.14% (-$3.3M) YoY-
(VTIcusip922908769)	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$27.5K	0.0% ($27.5K/$102.4M)	QoQ -5.16% (-$1.5K) YoY-
American Homes 4 Rent(AMHcusip02665T306)	700	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.5K	0.0% ($26.5K/$102.4M)	QoQ +1.04% (+$273) YoY-
CAVCO INDUSTRIES INC.(CVCOcusip149568107)	50	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.0K	0.0% ($26.0K/$102.4M)	QoQ +16.44% (+$3.7K) YoY-
PAR TECHNOLOGY CORP(PARcusip698884103)	400	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$24.5K	0.0% ($24.5K/$102.4M)	QoQ -15.59% (-$4.5K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	354	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.0K	0.0% ($24.0K/$102.4M)	QoQ +13.59% (+$2.9K) YoY-
Energy Transfer LP(ETcusip29273V100)	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$23.9K	0.0% ($23.9K/$102.4M)	QoQ -5.04% (-$1.3K) YoY-
Sonos Inc(SONOcusip83570H108)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.9K	0.0% ($21.9K/$102.4M)	QoQ -29.05% (-$9.0K) YoY-
Snap Inc(SNAPcusip83304A106)	2.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$21.8K	0.0% ($21.8K/$102.4M)	QoQ -19.12% (-$5.2K) YoY-
COCA COLA CO(KOcusip191216100)	284	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$20.3K	0.0% ($20.3K/$102.4M)	QoQ +15.03% (+$2.7K) YoY-
JAKKS PACIFIC INC(JAKKcusip47012E403)	800	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$102.4M)	QoQ -12.36% (-$2.8K) YoY-
Capri Holdings Ltd(CPRIcusipG1890L107)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$102.4M)	QoQ -6.31% (-$1.3K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	200	QoQ -75.00% (-600) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$102.4M)	QoQ -73.12% (-$53.4K) YoY-
NMI Holdings, Inc.(NMIHcusip629209305)	500	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.0K	0.0% ($18.0K/$102.4M)	QoQ -1.93% (-$355) YoY-
Alphabet Inc.(GOOGcusip02079K107)	113	QoQ -44.33% (-90) YoY-	All Managers (Combined)	$17.7K	0.0% ($17.7K/$102.4M)	QoQ -54.33% (-$21.0K) YoY-
Leidos Holdings, Inc.(LDOScusip525327102)	130	QoQ NEW(+130) YoY-	All Managers (Combined)	$17.5K	0.0% ($17.5K/$102.4M)	QoQ NEW(+$17.5K) YoY-
MCDONALDS CORP(MCDcusip580135101)	54	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$16.9K	0.0% ($16.9K/$102.4M)	QoQ +7.75% (+$1.2K) YoY-
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	760	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$15.0K	0.0% ($15.0K/$102.4M)	QoQ +4.32% (+$623) YoY-
General Motors Co(GMcusip37045V100)	311	QoQ -99.71% (-107.8K) YoY-	All Managers (Combined)	$14.6K	0.0% ($14.6K/$102.4M)	QoQ -99.74% (-$5.7M) YoY-
NEWMONT Corp /DE/(NEMcusip651639106)	300	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$14.5K	0.0% ($14.5K/$102.4M)	QoQ +29.71% (+$3.3K) YoY-