MHI
Mountain Hill Investment Partners Corp Portfolio
Invests via Mountain Hill Investment Partners Corp | Managed by Andrew J. Kaiser, Michael H. Meyers
Invests via Mountain Hill Investment Partners Corp
Managed by Andrew J. Kaiser, Michael H. Meyers
Automatically Tracked
Company Profile
Privately held alternative investment manager focused on real assets and credit opportunities in the U.S. lower-middle market, Mountain Hill Investment Partners Corp deploys capital across distressed credit, special situations and structured real estate investments. The firm emphasizes value-oriented, cash-flowing assets, active asset management and opportunistic repositioning to generate risk-adjusted returns for institutional and family-office investors.
Privately held alternative investment manager focused on real assets and credit opportunities in the U.S. lower-middle market, Mountain Hill Investment Partners Corp deploys capital across distressed credit, special situations and structured real estate investments. The firm emphasizes value-oriented, cash-flowing assets, active asset management and opportunistic repositioning to generate risk-adjusted returns for institutional and family-office investors.
Investment Philosophy & Strategy
Focused on U.S. lower‑middle market real assets and credit, the firm pursues value-oriented, cash‑flowing investments across distressed credit, special situations and structured real estate. Capital deployment blends opportunistic, event-driven underwriting with active asset management and selective repositioning to enhance yields and protect downside. Investment style favors rigorous credit analysis, conservative leverage, concentrated hold periods to realize operational improvements, and alignment with institutional and family‑office investors seeking risk‑adjusted returns.
Focused on U.S. lower‑middle market real assets and credit, the firm pursues value-oriented, cash‑flowing investments across distressed credit, special situations and structured real estate. Capital deployment blends opportunistic, event-driven underwriting with active asset management and selective repositioning to enhance yields and protect downside. Investment style favors rigorous credit analysis, conservative leverage, concentrated hold periods to realize operational improvements, and alignment with institutional and family‑office investors seeking risk‑adjusted returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
54.44%
Gain -0.86%
Monthly
2.04%
Yearly
27.45%
Drawdown
19.89%
$184.54M
Equity
Holdings
$184.54M
Investment
$168.29M
$52.77M
Profit -$1.45M
Realized
$36.51M
Unrealized
$16.25M
Dividends
$5.53M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$1.45M
Win %
58%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$2.59M
Win %
58%
This Month
Compared to last month
Gain
1.74%
Profit
$3.16M
Win %
58%
This Year
Compared to last year
Gain
4.78%
Profit
$8.41M
Win %
63%
CENN Cenntro Electric Group Ltd.
+10.79%
+$1.36 
FMC FMC Corporation
+4.98%
+$560 
F Ford Motor Company
+3.57%
+$0.88 
CALY BlackRock Short-Term California Muni Bond ETF
+3.25%
+$440 
HONA Honeywell Aerospace Inc.
+3.21%
+$377.28 
WH Wyndham Hotels & Resorts, Inc.
+2.89%
+$1,308 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$234.4 
CPRI Capri Holdings Ltd.
+2.65%
+$420 
KMI Kinder Morgan, Inc.
+2.45%
+$44.27 
COKE Coca-Cola Consolidated Inc.
+2.42%
+$14.83 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.33%
+$3,742.55 
BP BP p.l.c. Sponsored ADR
+2.01%
+$0.97 
HRL Hormel Foods Corporation
+1.98%
+$28.8 
HD The Home Depot, Inc.
+1.92%
+$1,033.38 
LOW Lowe's Companies Inc.
+1.9%
+$2,059.05 
CHRD Chord Energy Corp
+1.81%
+$85.76 
LLY Eli Lilly and Company
+1.75%
+$569.4 
SM SM Energy Company
+1.75%
+$61.57 
LOAN Manhattan Bridge Capital Inc.
+1.72%
+$17.52 
DIS The Walt Disney Company
+1.71%
+$6,323.94 
HE Hawaiian Electric Industries Inc.
+1.71%
+$21.75 
NMIH NMI Holdings Inc.
+1.67%
+$335 
KO The Coca-Cola Company
+1.66%
+$240.21 
CAG Conagra Brands Inc.
+1.62%
+$1,394.03 
VTRS Viatris Inc.
+1.62%
+$4,207.59 
DUK Duke Energy Corporation
+1.57%
+$29.84 
EPD Enterprise Products Partners L.P.
+1.56%
+$23.31 
COP ConocoPhillips
+1.53%
+$34.72 
KHC The Kraft Heinz Company
+1.52%
+$30.89 
AJG Arthur J. Gallagher & Co.
+1.52%
+$2,659.99 
AMCR Amcor plc
+1.51%
+$116,202.9 
ARLP Alliance Resource Partners, L.P.
+1.51%
+$9.5 
SO The Southern Company
+1.51%
+$14.79 
DPZ Domino's Pizza Inc.
+1.49%
+$722.4 
JNJ Johnson & Johnson
+1.42%
+$179.5 
MPLX MPLX LP
+1.38%
+$1.58 
MO Altria Group, Inc.
+1.38%
+$17.34 
NMRK Newmark Group Inc.
+1.34%
+$240 
HDV iShares Core High Dividend ETF
+1.33%
+$21.73 
ET Energy Transfer L.P.
+1.31%
+$342.16 
ETR Entergy Corporation
+1.31%
+$625.6 
MRK Merck & Co., Inc.
+1.3%
+$18.95 
PPL PPL Corporation
+1.3%
+$675 
OXY-WT Occidental Petroleum Corporation
+1.29%
+$7 
DG Dollar General Corporation
+1.28%
+$688 
T AT&T Inc.
+1.28%
+$1,239.3 
VZ Verizon Communications Inc.
+1.25%
+$471.96 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.23%
+$8 
UBS UBS Group AG
+1.21%
+$1,160 
XLF Financial Select Sector SPDR Fund
+1.21%
+$502.5 
NEE NextEra Energy, Inc.
+1.2%
+$10.45 
O Realty Income Corporation
+1.2%
+$27.27 
NKE Nike, Inc. - Class B
+1.17%
+$6.53 
IYE iShares U.S. Energy ETF
+1.17%
+$74.62 
VGM Invesco Trust for Investment Grade Municipals
+1.16%
+$735 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$329.75 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$85.03 
UPS United Parcel Service, Inc.
+1.13%
+$96,805.74 
AAPL Apple Inc.
+1.13%
+$1,958.34 
ACN Accenture plc Class A
+1.12%
+$252.5 
VPU Vanguard Utilities ETF
+1.12%
+$24.24 
FENY Fidelity MSCI Energy Index ETF
+1.11%
+$204.93 
CVX Chevron Corporation
+1.1%
+$305.43 
ITIC Investors Title Company
+1.1%
+$474 
EPR EPR Properties
+1.09%
+$18 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$8.67 
ABBV AbbVie Inc.
+1.08%
+$8,150.88 
XLE Energy Select Sector SPDR Fund
+1.08%
+$69,569.28 
KKR KKR & Co. Inc.
+1.06%
+$502.2 
SCHD Schwab U.S. Dividend Equity ETF
+1.03%
+$331.8 
DOW Dow Inc.
+1.01%
+$0.3 
V Visa Inc. Class A
+0.99%
+$474 
VNQ Vanguard Real Estate ETF
+0.98%
+$9.9 
DVN Devon Energy Corporation
+0.97%
+$87.36 
BA Boeing Company
+0.95%
+$1,173.6 
B BARRICK MINING CORP Common Stock (ABR0)
+0.91%
+$27.38 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$31.16 
GS The Goldman Sachs Group, Inc.
+0.84%
+$6,024 
RYN Rayonier Inc.
+0.84%
+$16,000 
CPB The Campbell's Company
+0.83%
+$22,918.5 
FISV Fiserv, Inc.
+0.83%
+$196.35 
OMC Omnicom Group Inc.
+0.83%
+$489.1 
NNN NNN REIT, Inc.
+0.83%
+$4.76 
XHB SPDR S&P Homebuilders ETF
+0.81%
+$30,654 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.8%
+$1,244.55 
OXY Occidental Petroleum Corporation
+0.79%
+$61.44 
XOM Exxon Mobil Corporation
+0.77%
+$118.8 
PFE Pfizer Inc.
+0.71%
+$30.88 
NZF Nuveen Municipal Credit Income Fund
+0.68%
+$848.92 
VTV Vanguard Value ETF
+0.67%
+$16.39 
PAA Plains All American Pipeline, L.P.
+0.64%
+$1.76 
AAL American Airlines Group Inc.
+0.61%
+$450 
MCD McDonald's Corporation
+0.6%
+$39.55 
ADC Agree Realty Corporation
+0.58%
+$4.24 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.57%
+$1.37 
AMH American Homes 4 Rent
+0.55%
+$119 
GIS General Mills, Inc.
+0.53%
+$28,927.5 
PYPL PayPal Holdings Inc
+0.5%
+$2.28 
STWD Starwood Property Trust Inc.
+0.44%
+$41.8 
ECL Ecolab Inc.
+0.41%
+$360 
MAIN Main Street Capital Corporation
+0.37%
+$1 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.36%
+$15.85 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$3.8 
PAR Par Technology Corporation
+0.35%
+$90 
AB AllianceBernstein Holding L.P.
+0.32%
+$110 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
+0.31%
+$154 
IEP Icahn Enterprises L.P.
+0.3%
+$200 
BXMT Blackstone Mortgage Trust Inc
+0.28%
+$110.97 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$83.84 
EIM Eaton Vance Municipal Bond Fund
+0.23%
+$260 
GEV GE Vernova Inc.
+0.22%
+$112.75 
ARCC Ares Capital Corporation
+0.21%
+$2.32 
PGX Invesco Preferred ETF
+0.2%
+$458.1 
TGT Target Corporation
+0.16%
+$0.25 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$6.16 
NYT New York Times Co.
+0.14%
+$35 
BN Brookfield Corporation
+0.14%
+$179.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$2.19 
MAT Mattel Inc.
+0.12%
+$2 
FBND Fidelity Total Bond ETF
+0.1%
+$14,505.66 
KIO KKR Income Opportunities Fund
+0.1%
+$1.63 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$1.98 
FHLC Fidelity MSCI Health Care Index ETF
+0.05%
+$0.9 
PAYX Paychex Inc.
+0.02%
+$13.25 
CVCO Cavco Industries Inc.
+0.02%
+$4.5 
AES AES Corporation
+0.02%
+$12 
AZ A2Z Cust2Mate Solutions Corp.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
RXT Rackspace Technology, Inc.
-7.85%
-$200 
PATH Uipath Inc.
-4.67%
-$12.8 
INTC Intel Corporation
-4.21%
-$4.02 
TQQQ ProShares UltraPro QQQ
-4.21%
-$3.11 
NOW ServiceNow, Inc.
-4.21%
-$225,000.36 
DRAM Roundhill Memory ETF
-3.95%
-$19.5 
IGV iShares Expanded Tech-Software Sector ETF
-3.95%
-$390,609.3 
ORCL Oracle Corporation
-3.48%
-$244,052.64 
ARTY iShares Future AI & Tech ETF
-3.29%
-$409.92 
CRM Salesforce Inc
-3.24%
-$380,624 
SNAP Snap Inc.
-2.72%
-$262.5 
RGR Sturm, Ruger & Company, Inc.
-2.58%
-$11.1 
SONO Sonos Inc.
-2.49%
-$440 
AVGO Broadcom Inc.
-2.3%
-$67,603.16 
AIQ Global X Artificial Intelligence & Technology ETF
-2.2%
-$21.15 
SPCX Space Exploration Technologies Corp. Class A
-2.2%
-$1,962 
META Meta Platforms Inc Class A
-2.13%
-$628.8 
NFLX Netflix, Inc.
-2.07%
-$1,050 
AIPI Rex AI Equity Premium Income ETF
-1.96%
-$35.5 
XLK State Street Technology Select Sector SPDR ETF
-1.86%
-$177,981.76 
SWBI Smith & Wesson Brands, Inc.
-1.77%
-$10 
CSCO Cisco Systems, Inc.
-1.74%
-$1.91 
MGM MGM Resorts International
-1.73%
-$10.2 
FLKR Franklin FTSE South Korea ETF
-1.72%
-$8.85 
XBP Xbp Europe Holdings Inc.
-1.69%
-$0.85 
FINS Angel Oak Financial Strategies Income Fund
-1.65%
-$666.6 
JBLU JetBlue Airways Corporation
-1.59%
-$950 
LYFT Lyft Inc.
-1.57%
-$13.5 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.44%
-$30.78 
GOOGL Alphabet Inc
-1.43%
-$2,025 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-1.39%
-$31.98 
QQQM Invesco NASDAQ 100 ETF
-1.37%
-$36.9 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$6,240.59 
UNH UnitedHealth Group Incorporated
-1.34%
-$54.5 
MSFT Microsoft Corp.
-1.34%
-$134,654.24 
GOOG Alphabet Inc
-1.3%
-$96,963.24 
QQQI Neos NASDAQ-100 High Income ETF
-1.24%
-$7.48 
MPWR Monolithic Power Systems, Inc.
-1.21%
-$45.18 
IYZ iShares U.S. Telecommunications ETF
-1.18%
-$15.51 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.06%
-$21.76 
JOBY Joby Aviation, Inc.
-1.04%
-$375 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.94%
-$273 
CEG Constellation Energy Corporation
-0.93%
-$66,887.68 
ABR Arbor Realty Trust Inc.
-0.89%
-$4.4 
TSLA Tesla, Inc.
-0.67%
-$21.69 
DHR Danaher Corporation
-0.64%
-$298 
URA Global X Uranium ETF
-0.61%
-$0.22 
OCSL Oaktree Specialty Lending Corporation
-0.59%
-$2.52 
MCHI iShares MSCI China ETF
-0.55%
-$9.69 
IWM iShares Russell 2000 ETF
-0.48%
-$1,335.31 
VB Vanguard Small-Cap ETF
-0.41%
-$9,271.08 
ISPY ProShares S&P High Income ETF
-0.34%
-$1.65 
DIN Dine Brands Global Inc.
-0.3%
-$200 
AMZN Amazon.com Inc
-0.28%
-$13,009.15 
IVV iShares Core S&P 500 ETF
-0.23%
-$27,836.44 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$336.3 
NVDA NVIDIA Corporation
-0.21%
-$27,029.6 
PFF iShares Preferred and Income Securities ETF
-0.21%
-$20,198.28 
BX Blackstone Inc.
-0.17%
-$41.8 
SPYI NEOS S&P 500 High Income ETF
-0.17%
-$0.99 
MDY SPDR S&P MidCap 400 ETF Trust
-0.14%
-$273 
JAKK Jakks Pacific Inc.
-0.1%
-$24 
BGC BGC Group, Inc.
-0.09%
-$953.92 
VST Vistra Corp
-0.01%
-$1,132.28 Events
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Dividends
Dividend Analysis
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| Trades 773 | Longs Won 474/773 61% | Profit Factor 5.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $511,870.72 |
| Average Win $138,410.91 | Best Trade (Sep 30) $6.22M | Sharpe Ratio -63.3 |
| Average Loss -$42,945.91 | Worst Trade (Oct 15) -$2.36M | Z-Score -0.01 (1.16%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $68,261.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,292 | 3,863 | 3,433 | 3,004 | 2,575 | 2,146 | 1,717 | 1,288 | 858 | 429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 6,000 | $64,440 | $74,130 | - | $9,690 | 15.04% | +0.611% |
| AAPL Apple Inc. | 508 | $128,989.44 | $175,694.34 | - | $46,704.9 | 36.21% | +1.127% |
| AB AllianceBernstein Holding L.P. | 1,000 | $35,220 | $34,870 | - | -$350 | -0.99% | +0.316% |
| ABBV AbbVie Inc. | 2,655 | $478,523.86 | $760,577.85 | - | $282,053.99 | 58.94% | +1.083% |
| ABR Arbor Realty Trust Inc. | 176 | $2,081.89 | $488.4 | - | -$1,593.49 | -76.54% | -0.893% |
| ACN Accenture plc Class A | 100 | $35,179 | $22,744.5 | - | -$12,434.5 | -35.35% | +1.123% |
| ADC Agree Realty Corporation | 11 | $794.82 | $736.39 | - | -$58.43 | -7.35% | +0.578% |
| AES AES Corporation | 5,000 | $64,350 | $74,862 | - | $10,512 | 16.34% | +0.016% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19 | $1,827.63 | $1,814.97 | - | -$12.66 | -0.69% | +0.121% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 133 | $3,379.05 | $3,345.6 | - | -$33.45 | -0.99% | +0.059% |
| AIPI Rex AI Equity Premium Income ETF | 50 | $1,882.28 | $1,777.5 | - | -$104.78 | -5.57% | -1.958% |
| AIQ Global X Artificial Intelligence & Technology ETF | 15 | $741 | $940.2 | - | $199.2 | 26.88% | -2.2% |
| AJG Arthur J. Gallagher & Co. | 700 | $198,805.79 | $177,730 | - | -$21,075.79 | -10.6% | +1.519% |
| AMCR Amcor plc | 176,065 | $7.01M | $7.82M | - | $811,783.43 | 11.59% | +1.509% |
| AMH American Homes 4 Rent | 700 | $26,194 | $21,798 | - | -$4,396 | -16.78% | +0.549% |
| AMZN Amazon.com Inc | 18,323 | $3.89M | $4.65M | - | $765,474.25 | 19.68% | -0.279% |
| ARCC Ares Capital Corporation | 58 | $1,172.11 | $1,099.68 | - | -$72.43 | -6.18% | +0.211% |
| ARLP Alliance Resource Partners, L.P. | 25 | $652.2 | $639.25 | - | -$12.95 | -1.99% | +1.509% |
| ARTY iShares Future AI & Tech ETF | 171 | $8,239 | $12,049.14 | - | $3,810.14 | 46.25% | -3.29% |
| AVGO Broadcom Inc. | 8,525 | $3.22M | $2.87M | - | -$352,509 | -10.95% | -2.303% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mountain Hill Investment Partners Corp?
The largest contributions to the portfolio's profits come from the following stocks: Western Digital Corporation - $6.2M, Arista Networks, Inc - $5.71M, Dow Inc - $4.84M, American Airlines Group Inc - $4.66M, and Intel Corporation - $3.35M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Target Corporation - $2M, General Motors Company - $657,292.96, The Walt Disney Company - $430,898.35, The Geo Group, Inc - $312,011.26, and iShares Cybersecurity and Tech ETF - $144,055.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mountain Hill Investment Partners Corp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.53M earned over time. The largest contributors to dividend income include iShares Preferred and Income Securities ETF - $800,715.22, United Parcel Service, Inc - $619,375.52, Fidelity Total Bond ETF - $582,573.01, Ford Motor Company - $422,120.25, and General Mills, Inc - $399,306. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mountain Hill Investment Partners Corp's monthly returns?
Mountain Hill Investment Partners Corp's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mountain Hill Investment Partners Corp's strategy be considered aggressive or moderate?
Mountain Hill Investment Partners Corp's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mountain Hill Investment Partners Corp's strategy?
Mountain Hill Investment Partners Corp's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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