Hill Investment Group Partners, LLC reported 21 positions worth $20.06M for the quarter ended Jun 30, 2026, up 41.8% on the prior quarter. It opened 3 new positions, added to 6, trimmed 2 and exited 1. Its largest holding is Dell Technologies Inc. at 17.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DELL Dell Technologies Inc. | +8,163 | – | $3.52M | 17.55% |
| SF Stifel Financial Corp | +12.8K | – | $891.52K | 4.44% |
| IREN IREN Ltd | +12.0K | – | $548.76K | 2.74% |
| AAPL Apple Inc. | +1,769 | +27.5% | $511.88K | 11.82% |
| GOOG Alphabet Inc. | +131 | +18.6% | $46.29K | 1.47% |
| MSFT Microsoft Corp | +67 | +2.7% | $24.99K | 4.66% |
| AMZN Amazon Com Inc | +102 | +8.6% | $24.31K | 1.53% |
| MRK Merck & Co., Inc. | +84 | +1.5% | $10.79K | 3.6% |
| GOOGL Alphabet Inc. | +20 | +0.8% | $7.15K | 4.24% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NOC Northrop Grumman Corp | -314 | $214.22K | 1.51% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DELL Dell Technologies Inc. | Technology | 8,163 | $3.52M | 17.55% | +8,163 | – | New | 0% |
| 2 | BSM Black Stone Minerals, L.P. | Energy | 177.5K | $2.48M | 12.36% | 0 | 0.0% | Unchanged | 0.08% |
| 3 | AAPL Apple Inc. | Technology | 8,198 | $2.37M | 11.82% | +1,769 | +27.5% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 10.6K | $2.13M | 10.6% | -3 | 0.0% | Reduced | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,326 | $1.16M | 5.8% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 2,506 | $934.79K | 4.66% | +67 | +2.7% | Added | 0% |
| 7 | SF Stifel Financial Corp | Financial Services | 12.8K | $891.52K | 4.44% | +12.8K | – | New | 0.01% |
| 8 | GOOGL Alphabet Inc. | Technology | 2,378 | $849.83K | 4.24% | +20 | +0.8% | Added | 0% |
| 9 | LMT Lockheed Martin Corp | Industrials | 1,523 | $775.91K | 3.87% | 0 | 0.0% | Unchanged | 0% |
| 10 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $748.85K | 3.73% | 0 | 0.0% | Unchanged | 0% |
| 11 | MRK Merck & Co., Inc. | Healthcare | 5,614 | $721.40K | 3.6% | +84 | +1.5% | Added | 0% |
| 12 | IREN IREN Ltd | Technology | 12.0K | $548.76K | 2.74% | +12.0K | – | New | 0% |
| 13 | XOM ExxonMobil Holdings Corp | Energy | 3,914 | $535.12K | 2.67% | 0 | 0.0% | Unchanged | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 369 | $442.59K | 2.21% | 0 | 0.0% | Unchanged | 0% |
| 15 | TFC Truist Financial Corp | Financial Services | 6,262 | $311.97K | 1.55% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Hill Investment Group Partners.
As of its Q2 2026 13F filing, Hill Investment Group Partners, LLC’s five largest positions were Dell Technologies Inc. (DELL) at 17.6%, Black Stone Minerals, L.P. (BSM) at 12.4%, Apple Inc. (AAPL) at 11.8%, Nvidia Corp (NVDA) at 10.6%, Berkshire Hathaway Inc (BRK-B) at 5.8% of the reported portfolio.
Hill Investment Group Partners, LLC reported a 13F portfolio worth $20.06M across 21 positions for Q2 2026. That is up 41.8% from the previous quarter.
Its largest purchases by value were Dell Technologies Inc. ($3.52M), Stifel Financial Corp ($891.52K), IREN Ltd ($548.76K). It opened 3 new positions.
Its largest sales by value were Northrop Grumman Corp ($214.22K), Costco Wholesale Corp ($16.84K), Nvidia Corp ($600.27). It exited 1 positions entirely.
From the Form 13F-HR reports Hill Investment Group Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.