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 6 of 9

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Blackstone Inc.

BX|09260D107

Shares:100

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$102.4M)

316092402

Shares:488

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$102.4M)

BIOGEN INC.

BIIB|09062X103

Shares:75

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$102.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:85

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$102.4M)

69374H857

Shares:212

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$102.4M)

Hagerty, Inc.

HGTY|405166109

Shares:800

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$102.4M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:125

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$102.4M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:507

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$102.4M)

AT&T INC.

T|00206R102

Shares:191

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$102.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:10

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$102.4M)

Chewy, Inc.

CHWY|16679L109

Shares:160

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$102.4M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:122

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$102.4M)

464287796

Shares:88

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$102.4M)

CHEVRON CORP

CVX|166764100

Shares:25

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$102.4M)

921937835

BND|921937835

Shares:53

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$102.4M)

Kayne Anderson Energy Infrastructure Fund, Inc.

KYN|486606106

Shares:288

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$102.4M)

IOVANCE BIOTHERAPEUTICS, INC.

IOVA|462260100

Shares:1.1K

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$102.4M)

Chord Energy Corp

CHRD|674215207

Shares:26

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$102.4M)

46432F842

IEFA|46432F842

Shares:36

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$102.4M)

Tesla, Inc.

TSLA|88160R101

Shares:9

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$102.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Blackstone Inc.(BXcusip09260D107)	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.0K	0.0% ($14.0K/$102.4M)	QoQ -18.93% (-$3.3K) YoY-
(cusip316092402)✕	488	QoQ +0.82% (+4) YoY-	All Managers (Combined)	$12.5K	0.0% ($12.5K/$102.4M)	QoQ +7.96% (+$919) YoY-
BIOGEN INC.(BIIBcusip09062X103)	75	QoQ -50.00% (-75) YoY-	All Managers (Combined)	$10.3K	0.0% ($10.3K/$102.4M)	QoQ -55.25% (-$12.7K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	85	QoQ +1.19% (+1) YoY-	All Managers (Combined)	$10.1K	0.0% ($10.1K/$102.4M)	QoQ +11.55% (+$1.0K) YoY-
(cusip69374H857)✕	212	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$8.0K	0.0% ($8.0K/$102.4M)	QoQ -14.79% (-$1.4K) YoY-
Hagerty, Inc.(HGTYcusip405166109)	800	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$7.2K	0.0% ($7.2K/$102.4M)	QoQ -6.32% (-$488) YoY-
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	125	QoQ +0.80% (+1) YoY-	All Managers (Combined)	$6.1K	0.0% ($6.1K/$102.4M)	QoQ +0.32% (+$20) YoY-
Warner Bros. Discovery, Inc.(WBDcusip934423104)	507	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$102.4M)	QoQ +1.51% (+$81) YoY-
AT&T INC.(Tcusip00206R102)	191	QoQ -97.04% (-6.3K) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$102.4M)	QoQ -96.33% (-$142.0K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	10	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.2K	0.0% ($5.2K/$102.4M)	QoQ +3.53% (+$179) YoY-
Chewy, Inc.(CHWYcusip16679L109)	160	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.2K	0.0% ($5.2K/$102.4M)	QoQ -2.91% (-$156) YoY-
DEVON ENERGY CORP/DE(DVNcusip25179M103)	122	QoQ +20.79% (+21) YoY-	All Managers (Combined)	$4.5K	0.0% ($4.5K/$102.4M)	QoQ +37.67% (+$1.2K) YoY-
(cusip464287796)✕	88	QoQ +1.14% (+1) YoY-	All Managers (Combined)	$4.3K	0.0% ($4.3K/$102.4M)	QoQ +8.91% (+$354) YoY-
CHEVRON CORP(CVXcusip166764100)	25	QoQ -99.90% (-27.2K) YoY-	All Managers (Combined)	$4.2K	0.0% ($4.2K/$102.4M)	QoQ -99.89% (-$3.9M) YoY-
(BNDcusip921937835)	53	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.9K	0.0% ($3.9K/$102.4M)	QoQ +2.77% (+$105) YoY-
Kayne Anderson Energy Infrastructure Fund, Inc.(KYNcusip486606106)	288	QoQ +1.76% (+5) YoY-	All Managers (Combined)	$3.7K	0.0% ($3.7K/$102.4M)	QoQ +2.83% (+$102) YoY-
IOVANCE BIOTHERAPEUTICS, INC.(IOVAcusip462260100)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$3.7K	0.0% ($3.7K/$102.4M)	QoQ NEW(+$3.7K) YoY-
Chord Energy Corp(CHRDcusip674215207)	26	QoQ +30.00% (+6) YoY-	All Managers (Combined)	$2.9K	0.0% ($2.9K/$102.4M)	QoQ +21.22% (+$505) YoY-
(IEFAcusip46432F842)	36	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.8K	0.0% ($2.8K/$102.4M)	QoQ +7.65% (+$196) YoY-
Tesla, Inc.(TSLAcusip88160R101)	9	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.3K	0.0% ($2.3K/$102.4M)	QoQ -35.84% (-$1.3K) YoY-