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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NetEase, Inc.

NTES|64110W102

Shares:10

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$102.4M)

81369Y506

Shares:11

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$102.4M)

922908629

VO|922908629

Shares:4

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$102.4M)

W. P. Carey Inc.

WPC|92936U109

Shares:16

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$102.4M)

808524797

SCHD|808524797

Shares:36

Value:$993

% of Portfolio:0.0% ($993/$102.4M)

922908553

VNQ|922908553

Shares:11

Value:$972

% of Portfolio:0.0% ($972/$102.4M)

ARBOR REALTY TRUST INC

ABR|038923108

Shares:83

Value:$971

% of Portfolio:0.0% ($971/$102.4M)

46641Q332

Shares:17

Value:$959

% of Portfolio:0.0% ($959/$102.4M)

SOUTHERN CO

SO|842587107

Shares:10

Value:$956

% of Portfolio:0.0% ($956/$102.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:16

Value:$944

% of Portfolio:0.0% ($944/$102.4M)

464287713

Shares:32

Value:$889

% of Portfolio:0.0% ($889/$102.4M)

NEXPOINT DIVERSIFIED REAL ESTATE TRUST

NXDT|65340G205

Shares:224

Value:$859

% of Portfolio:0.0% ($859/$102.4M)

HAWAIIAN ELECTRIC INDUSTRIES INC

HE|419870100

Shares:75

Value:$821

% of Portfolio:0.0% ($821/$102.4M)

AGREE REALTY CORP

ADC|008492100

Shares:10

Value:$803

% of Portfolio:0.0% ($803/$102.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:10

Value:$732

% of Portfolio:0.0% ($732/$102.4M)

CIVITAS RESOURCES, INC.

CIVI|17888H103

Shares:21

Value:$716

% of Portfolio:0.0% ($716/$102.4M)

46138E362

Shares:13

Value:$641

% of Portfolio:0.0% ($641/$102.4M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:28

Value:$619

% of Portfolio:0.0% ($619/$102.4M)

ALLIANCE RESOURCE PARTNERS LP

ARLP|01877R108

Shares:22

Value:$611

% of Portfolio:0.0% ($611/$102.4M)

46654Q203

Shares:12

Value:$608

% of Portfolio:0.0% ($608/$102.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NetEase, Inc.(NTEScusip64110W102)	10	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1K	0.0% ($1.1K/$102.4M)	QoQ +16.77% (+$154) YoY-
(cusip81369Y506)✕	11	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1K	0.0% ($1.1K/$102.4M)	QoQ +9.92% (+$96) YoY-
(VOcusip922908629)	4	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.0K	0.0% ($1.0K/$102.4M)	QoQ -2.17% (-$23) YoY-
W. P. Carey Inc.(WPCcusip92936U109)	16	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.0K	0.0% ($1.0K/$102.4M)	QoQ +17.75% (+$155) YoY-
(SCHDcusip808524797)	36	QoQ -96.56% (-1.0K) YoY-	All Managers (Combined)	$993	0.0% ($993/$102.4M)	QoQ -96.53% (-$27.6K) YoY-
(VNQcusip922908553)	11	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$972	0.0% ($972/$102.4M)	QoQ +2.63% (+$25) YoY-
ARBOR REALTY TRUST INC(ABRcusip038923108)	83	QoQ +3.75% (-3) YoY-	All Managers (Combined)	$971	0.0% ($971/$102.4M)	QoQ -12.28% (-$136) YoY-
(cusip46641Q332)✕	17	QoQ +6.25% (+1) YoY-	All Managers (Combined)	$959	0.0% ($959/$102.4M)	QoQ +1.16% (+$11) YoY-
SOUTHERN CO(SOcusip842587107)	10	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$956	0.0% ($956/$102.4M)	QoQ +12.60% (+$107) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	16	QoQ +6.66% (+1) YoY-	All Managers (Combined)	$944	0.0% ($944/$102.4M)	QoQ +17.12% (+$138) YoY-
(cusip464287713)✕	32	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$889	0.0% ($889/$102.4M)	QoQ +2.77% (+$24) YoY-
NEXPOINT DIVERSIFIED REAL ESTATE TRUST(NXDTcusip65340G205)	224	QoQ +3.70% (-8) YoY-	All Managers (Combined)	$859	0.0% ($859/$102.4M)	QoQ -34.77% (-$458) YoY-
HAWAIIAN ELECTRIC INDUSTRIES INC(HEcusip419870100)	75	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$821	0.0% ($821/$102.4M)	QoQ +12.46% (+$91) YoY-
AGREE REALTY CORP(ADCcusip008492100)	10	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$803	0.0% ($803/$102.4M)	QoQ +10.75% (+$78) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	10	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$732	0.0% ($732/$102.4M)	QoQ -0.40% (-$3) YoY-
CIVITAS RESOURCES, INC.(CIVIcusip17888H103)	21	QoQ +5.00% (-1) YoY-	All Managers (Combined)	$716	0.0% ($716/$102.4M)	QoQ -22.84% (-$212) YoY-
(cusip46138E362)✕	13	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$641	0.0% ($641/$102.4M)	QoQ +4.90% (+$30) YoY-
ARES CAPITAL CORP(ARCCcusip04010L103)	28	QoQ +3.70% (+1) YoY-	All Managers (Combined)	$619	0.0% ($619/$102.4M)	QoQ +3.33% (+$20) YoY-
ALLIANCE RESOURCE PARTNERS LP(ARLPcusip01877R108)	22	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$611	0.0% ($611/$102.4M)	QoQ +6.44% (+$37) YoY-
(cusip46654Q203)✕	12	QoQ +9.09% (-1) YoY-	All Managers (Combined)	$608	0.0% ($608/$102.4M)	QoQ -5.88% (-$38) YoY-