Mountain Hill Investment Partners Corp. reported 122 positions worth $124.46M for the quarter ended Sep 30, 2026, up 15.3% on the prior quarter. It opened 20 new positions, added to 32, trimmed 16 and exited 31. Its largest holding is Oracle Corp at 13.8% 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 |
|---|---|---|---|---|
| ORCL Oracle Corp | +73.3K | +140.5% | $10.06M | 13.83% |
| AVGO Broadcom Inc. | +26.6K | +312.4% | $9.35M | 9.92% |
| SPCX Space Exploration Technologies Corp | +26.9K | +4,477.5% | $4.05M | 3.33% |
| AAPL Apple Inc. | +830 | +163.4% | $276.32K | 0.358% |
| AZ A2Z Cust2Mate Solutions Corp. | +35.0K | +8.4% | $201.25K | 2.09% |
| UPS United Parcel Service Inc | +1,201 | +1.4% | $112.22K | 6.67% |
| JBLU Jetblue Airways Corp | +25.0K | +131.6% | $105.75K | 0.15% |
| GOOG Alphabet Inc. | +305 | +1.4% | $103.93K | 6.02% |
| VST Vistra Corp. | +441 | +0.6% | $61.01K | 8.44% |
| AADX Applied Aerospace & Defense, Inc. | +5,000 | – | $60.15K | 0.048% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRM Salesforce, Inc. | -18.0K | -37.8% | $4.13M | 5.45% |
| NOW ServiceNow, Inc. | -36.0K | -100.0% | $3.57M | Exited |
| CPB CAMPBELL'S Co | -138.9K | -100.0% | $3.09M | Exited |
| VOD Vodafone Group Public Ltd Co | -10.1K | -100.0% | $133.78K | Exited |
| VTRS Viatris Inc | -7,000 | -49.1% | $124.04K | 0.103% |
| NVDA Nvidia Corp | -459 | -0.8% | $104.83K | 10.7% |
| T At&T Inc. | -3,927 | -95.1% | $95.71K | <0.01% |
| PAYX Paychex Inc | -530 | -100.0% | $52.12K | Exited |
| MSFT Microsoft Corp | -93 | -0.5% | $47.70K | 7.66% |
| ITIC Investors Title Co | -150 | -100.0% | $41.05K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AADX Applied Aerospace & Defense, Inc. | +5,000 | $60.15K | 0.048% |
| UBER Uber Technologies, Inc | +800 | $54.81K | 0.044% |
| PEP Pepsico Inc | +320 | $40.57K | 0.033% |
| VALE Vale S.A. | +3,000 | $40.23K | 0.032% |
| TJX Tjx Companies Inc | +200 | $26.46K | 0.021% |
| VRT Vertiv Holdings Co | +100 | $24.13K | 0.019% |
| BHC Bausch Health Companies Inc. | +4,000 | $23.32K | 0.019% |
| AZN Astrazeneca Plc | +100 | $16.15K | 0.013% |
| ACM Aecom | +200 | $11.79K | <0.01% |
| ISRG Intuitive Surgical Inc | +25 | $10.17K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NOW ServiceNow, Inc. | -36.0K | $3.57M | 3.31% |
| CPB CAMPBELL'S Co | -138.9K | $3.09M | 2.87% |
| VOD Vodafone Group Public Ltd Co | -10.1K | $133.78K | 0.124% |
| PAYX Paychex Inc | -530 | $52.12K | 0.048% |
| ITIC Investors Title Co | -150 | $41.05K | 0.038% |
| LLY ELI LILLY & Co | -26 | $31.19K | 0.029% |
| META Meta Platforms, Inc. | -40 | $22.53K | 0.021% |
| MPWR Monolithic Power Systems, Inc. | -3 | $4.15K | <0.01% |
| HE Hawaiian Electric Industries Inc | -150 | $2.03K | <0.01% |
| EPR Epr Properties | -30 | $1.73K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ORCL Oracle Corp | Technology | 125.4K | $17.22M | 13.83% | +73.3K | +140.5% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 58.3K | $13.31M | 10.7% | -459 | -0.8% | Reduced | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 35.2K | $12.35M | 9.92% | +26.6K | +312.4% | Added | 0% |
| 4 | VST Vistra Corp. | Utilities | 75.9K | $10.50M | 8.44% | +441 | +0.6% | Added | 0.02% |
| 5 | MSFT Microsoft Corp | Technology | 18.6K | $9.54M | 7.66% | -93 | -0.5% | Reduced | 0% |
| 6 | UPS United Parcel Service Inc | Industrials | 88.8K | $8.30M | 6.67% | +1,201 | +1.4% | Added | 0.01% |
| 7 | GOOG Alphabet Inc. | Technology | 22.0K | $7.50M | 6.02% | +305 | +1.4% | Added | 0% |
| 8 | AMCR Amcor plc | Basic Materials | 176.0K | $7.37M | 5.92% | -25 | 0.0% | Reduced | 0.04% |
| 9 | CRM Salesforce, Inc. | Technology | 29.6K | $6.79M | 5.45% | -18.0K | -37.8% | Reduced | 0% |
| 10 | CEG Constellation Energy Corp | Utilities | 26.3K | $6.68M | 5.37% | +187 | +0.7% | Added | 0.01% |
| 11 | GIS General Mills Inc | Consumer Staples | 165.3K | $5.32M | 4.27% | 0 | 0.0% | Unchanged | 0.03% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 18.3K | $4.55M | 3.65% | -65 | -0.4% | Reduced | 0% |
| 13 | SPCX Space Exploration Technologies Corp | Industrials | 27.5K | $4.14M | 3.33% | +26.9K | +4,477.5% | Added | 0% |
| 14 | AZ A2Z Cust2Mate Solutions Corp. | Technology | 452.7K | $2.60M | 2.09% | +35.0K | +8.4% | Added | 1.22% |
| 15 | RYN Rayonier Inc | Real Estate | 100.0K | $1.84M | 1.48% | 0 | 0.0% | Unchanged | 0.03% |
Tip. Select a row to see that position’s full history at Mountain Hill Investment Partners.
As of its Q3 2026 13F filing, Mountain Hill Investment Partners Corp.’s five largest positions were Oracle Corp (ORCL) at 13.8%, Nvidia Corp (NVDA) at 10.7%, Broadcom Inc. (AVGO) at 9.9%, Vistra Corp. (VST) at 8.4%, Microsoft Corp (MSFT) at 7.7% of the reported portfolio.
Mountain Hill Investment Partners Corp. reported a 13F portfolio worth $124.46M across 122 positions for Q3 2026. That is up 15.3% from the previous quarter.
Its largest purchases by value were Oracle Corp ($10.06M), Broadcom Inc. ($9.35M), Space Exploration Technologies Corp ($4.05M). It opened 20 new positions.
Its largest sales by value were Salesforce, Inc. ($4.13M), ServiceNow, Inc. ($3.57M), CAMPBELL'S Co ($3.09M). It exited 31 positions entirely.
From the Form 13F-HR reports Mountain Hill Investment Partners Corp. 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.