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:
60.77%
Gain +1.75%
Monthly
2.4%
Yearly
32.98%
Drawdown
19.89%
$189.8M
Equity
Holdings
$189.8M
Investment
$168.29M
$58.51M
Profit +$2.79M
Realized
$37M
Unrealized
$21.51M
Dividends
$4.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.75%
Profit
$2.79M
Win %
68%
This Week
Compared To Last Week
Gain
1.49%
Profit
$2.79M
Win %
68%
This Month
Compared to last month
Gain
6.11%
Profit
$10.96M
Win %
68%
This Year
Compared to last year
Gain
8.04%
Profit
$14.16M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$661,093.66 
AZ A2Z Cust2Mate Solutions Corp.
+9.43%
+$221,401.14 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$329.55 
GOOG Alphabet Inc
+6.88%
+$498,265.24 
GOOGL Alphabet Inc
+6.73%
+$9,100.35 
ABR Arbor Realty Trust Inc.
+4.59%
+$38.72 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$16.1 
META Meta Platforms Inc Class A
+3.28%
+$707.2 
PATH Uipath Inc.
+3.15%
+$7.8 
MSFT Microsoft Corp.
+3.02%
+$254,543.99 
NVDA NVIDIA Corporation
+2.93%
+$335,520.01 
SM SM Energy Company
+2.81%
+$83.66 
CVX Chevron Corporation
+2.35%
+$574.04 
BP BP p.l.c. Sponsored ADR
+2.26%
+$1 
DVN Devon Energy Corporation
+2.17%
+$174.72 
CSCO Cisco Systems, Inc.
+2.14%
+$2.43 
TQQQ ProShares UltraPro QQQ
+2.08%
+$1.32 
OXY Occidental Petroleum Corporation
+2%
+$143.36 
LYFT Lyft Inc.
+1.99%
+$15.5 
NMIH NMI Holdings Inc.
+1.98%
+$430 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$175.8 
IYZ iShares U.S. Telecommunications ETF
+1.86%
+$24.75 
CRM Salesforce Inc
+1.83%
+$157,482.89 
RYN Rayonier Inc.
+1.82%
+$39,000 
ORCL Oracle Corporation
+1.81%
+$120,461.88 
KMI Kinder Morgan, Inc.
+1.64%
+$28.6 
ACN Accenture plc Class A
+1.61%
+$263 
SONO Sonos Inc.
+1.59%
+$230 
AIPI Rex AI Equity Premium Income ETF
+1.57%
+$26.85 
CHRD Chord Energy Corp
+1.54%
+$68.16 
VZ Verizon Communications Inc.
+1.52%
+$595.7 
MPLX MPLX LP
+1.46%
+$1.68 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$114,566.7 
COP ConocoPhillips
+1.22%
+$23.2 
BN Brookfield Corporation
+1.19%
+$1,792.5 
HONA Honeywell Aerospace Inc.
+1.18%
+$174.24 
NOW ServiceNow, Inc.
+1.05%
+$41,760 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$172.04 
IEP Icahn Enterprises L.P.
+1.04%
+$800 
XLE Energy Select Sector SPDR Fund
+1%
+$57,008.16 
IYE iShares U.S. Energy ETF
+0.93%
+$52.78 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$41.21 
GEV GE Vernova Inc.
+0.85%
+$457.05 
MCD McDonald's Corporation
+0.82%
+$59.4 
TSLA Tesla, Inc.
+0.76%
+$21.24 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$210 
ISPY ProShares S&P High Income ETF
+0.73%
+$3.5 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,014.61 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$17.46 
IVV iShares Core S&P 500 ETF
+0.69%
+$78,310.4 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$3.96 
DOW Dow Inc.
+0.67%
+$0.2 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$13.11 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,801.64 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$3.74 
AMH American Homes 4 Rent
+0.63%
+$147 
ARTY iShares Future AI & Tech ETF
+0.6%
+$68.4 
ET Energy Transfer L.P.
+0.59%
+$157.92 
PAR Par Technology Corporation
+0.59%
+$150 
MO Altria Group, Inc.
+0.57%
+$6.63 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$11.22 
MCHI iShares MSCI China ETF
+0.54%
+$10.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$15.96 
KKR KKR & Co. Inc.
+0.45%
+$243 
PAYX Paychex Inc.
+0.44%
+$270.3 
PFE Pfizer Inc.
+0.4%
+$14.7 
AVGO Broadcom Inc.
+0.37%
+$12,276 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$100.44 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$3 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3.61 
MRK Merck & Co., Inc.
+0.32%
+$4.1 
CPRI Capri Holdings Ltd.
+0.25%
+$40 
SO The Southern Company
+0.21%
+$2.2 
JNJ Johnson & Johnson
+0.21%
+$26.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$56.88 
T AT&T Inc.
+0.17%
+$165.24 
AB AllianceBernstein Holding L.P.
+0.11%
+$40 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$10,099.14 
HDV iShares Core High Dividend ETF
+0.04%
+$0.55 
DIS The Walt Disney Company
+0.03%
+$100.38 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$0.52 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SNAP Snap Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
FMC FMC Corporation
-9.47%
-$2,240 
AAPL Apple Inc.
-7.35%
-$12,456.16 
XBP Xbp Europe Holdings Inc.
-7.14%
-$3.74 
RGR Sturm, Ruger & Company, Inc.
-4.84%
-$18.9 
DRAM Roundhill Memory ETF
-3.76%
-$19.7 
CAG Conagra Brands Inc.
-3.46%
-$3,151.72 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$2,298 
EPR EPR Properties
-3.03%
-$58.2 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$1,590.57 
AJG Arthur J. Gallagher & Co.
-2.75%
-$4,927.99 
CVCO Cavco Industries Inc.
-2.73%
-$768.5 
SWBI Smith & Wesson Brands, Inc.
-2.68%
-$16 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$71.78 
ABBV AbbVie Inc.
-2.51%
-$17,177.85 
MGM MGM Resorts International
-2.39%
-$21.8 
FLKR Franklin FTSE South Korea ETF
-2.28%
-$12 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$3,641.4 
BA Boeing Company
-2.15%
-$3,103.51 
CENN Cenntro Electric Group Ltd.
-2.14%
-$0.28 
HE Hawaiian Electric Industries Inc.
-2.05%
-$40.5 
KHC The Kraft Heinz Company
-2.01%
-$46.11 
NFLX Netflix, Inc.
-2%
-$1,022 
RXT Rackspace Technology, Inc.
-1.9%
-$64 
GIS General Mills, Inc.
-1.84%
-$110,751 
UNH UnitedHealth Group Incorporated
-1.68%
-$70.7 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$750 
URA Global X Uranium ETF
-1.64%
-$0.65 
STWD Starwood Property Trust Inc.
-1.54%
-$190 
LOAN Manhattan Bridge Capital Inc.
-1.42%
-$17.52 
HRL Hormel Foods Corporation
-1.42%
-$25.92 
NKE Nike, Inc. - Class B
-1.37%
-$8.7 
BGC BGC Group, Inc.
-1.37%
-$15,262.72 
DPZ Domino's Pizza Inc.
-1.37%
-$769.6 
NNN NNN REIT, Inc.
-1.29%
-$8.68 
JOBY Joby Aviation, Inc.
-1.24%
-$675 
NYT New York Times Co.
-1.24%
-$329 
UBS UBS Group AG
-1.22%
-$1,300 
F Ford Motor Company
-1.21%
-$0.36 
NEE NextEra Energy, Inc.
-1.15%
-$11.11 
AES AES Corporation
-1.15%
-$850 
OMC Omnicom Group Inc.
-1.14%
-$664.3 
VTRS Viatris Inc.
-1.13%
-$2,852.6 
LOW Lowe's Companies Inc.
-1.08%
-$1,259.85 
AAL American Airlines Group Inc.
-1.04%
-$960 
INTC Intel Corporation
-1.02%
-$0.93 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$5.79 
KO The Coca-Cola Company
-1.02%
-$141.3 
PAA Plains All American Pipeline, L.P.
-1.01%
-$2.75 
UPS United Parcel Service, Inc.
-1%
-$91,987.35 
PPL PPL Corporation
-0.98%
-$525 
XOM Exxon Mobil Corporation
-0.97%
-$134.64 
ARLP Alliance Resource Partners, L.P.
-0.92%
-$6 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$630 
O Realty Income Corporation
-0.87%
-$22.96 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$13.8 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$3.6 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$32,619 
MAT Mattel Inc.
-0.79%
-$12 
ADC Agree Realty Corporation
-0.78%
-$6.71 
PYPL PayPal Holdings Inc
-0.76%
-$3.52 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$1,018.71 
VPU Vanguard Utilities ETF
-0.71%
-$16.32 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$55.49 
DUK Duke Energy Corporation
-0.67%
-$13.44 
JBLU JetBlue Airways Corporation
-0.66%
-$760 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$23.94 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,183.99 
ECL Ecolab Inc.
-0.61%
-$513 
DHR Danaher Corporation
-0.61%
-$238 
AMCR Amcor plc
-0.6%
-$47,537.55 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.58%
-$308 
NMRK Newmark Group Inc.
-0.56%
-$127.5 
VNQ Vanguard Real Estate ETF
-0.54%
-$5.94 
KIO KKR Income Opportunities Fund
-0.54%
-$9.78 
LLY Eli Lilly and Company
-0.53%
-$159.38 
EIM Eaton Vance Municipal Bond Fund
-0.52%
-$650 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$4.08 
IWM iShares Russell 2000 ETF
-0.47%
-$1,395.55 
CPB The Campbell's Company
-0.45%
-$13,890 
HD The Home Depot, Inc.
-0.42%
-$243.25 
ETR Entergy Corporation
-0.38%
-$188.6 
CALY BlackRock Short-Term California Muni Bond ETF
-0.38%
-$70 
ARCC Ares Capital Corporation
-0.37%
-$4.06 
DG Dollar General Corporation
-0.35%
-$180 
CEG Constellation Energy Corporation
-0.31%
-$21,163.68 
VST Vistra Corp
-0.29%
-$32,458.55 
FBND Fidelity Total Bond ETF
-0.27%
-$38,681.76 
VTV Vanguard Value ETF
-0.27%
-$6.49 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$10.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4.75 
BX Blackstone Inc.
-0.25%
-$70.4 
ITIC Investors Title Company
-0.25%
-$108 
FISV Fiserv, Inc.
-0.24%
-$65 
JAKK Jakks Pacific Inc.
-0.23%
-$48 
VB Vanguard Small-Cap ETF
-0.22%
-$5,229.68 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$19,213.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$73.62 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.19%
-$331.88 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$1.3 
EPD Enterprise Products Partners L.P.
-0.18%
-$2.94 
DIN Dine Brands Global Inc.
-0.17%
-$120 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$261 
XLF Financial Select Sector SPDR Fund
-0.1%
-$45 
PGX Invesco Preferred ETF
-0.09%
-$229.05 
FINS Angel Oak Financial Strategies Income Fund
-0.08%
-$33.33 
MAIN Main Street Capital Corporation
-0.06%
-$0.15 
V Visa Inc. Class A
-0.04%
-$16.8 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$0.05 
TGT Target Corporation
-0.01%
-$0.02 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 773 | Longs Won 518/773 67% | Profit Factor 6.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $512,093.25 |
| Average Win $131,273.78 | Best Trade (Sep 30) $6.22M | Sharpe Ratio -11.44 |
| Average Loss -$39,116.5 | Worst Trade (Sep 30) -$2.11M | Z-Score 7.96 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $75,696.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 6,000 | $64,440 | $91,620 | - | $27,180 | 42.18% | -1.037% |
| AAPL Apple Inc. | 508 | $128,989.44 | $156,926.28 | - | $27,936.84 | 21.66% | -7.354% |
| AB AllianceBernstein Holding L.P. | 1,000 | $35,220 | $36,760 | - | $1,540 | 4.37% | +0.109% |
| ABBV AbbVie Inc. | 2,655 | $478,523.86 | $666,245.7 | - | $187,721.84 | 39.23% | -2.513% |
| ABR Arbor Realty Trust Inc. | 176 | $2,081.89 | $881.76 | - | -$1,200.13 | -57.65% | +4.593% |
| ACN Accenture plc Class A | 100 | $35,179 | $16,592 | - | -$18,587 | -52.84% | +1.611% |
| ADC Agree Realty Corporation | 11 | $794.82 | $855.8 | - | $60.98 | 7.67% | -0.778% |
| AES AES Corporation | 5,000 | $64,350 | $73,400 | - | $9,050 | 14.06% | -1.145% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19 | $1,827.63 | $1,850.03 | - | $22.4 | 1.23% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 133 | $3,379.05 | $3,394.16 | - | $15.11 | 0.45% | +0.472% |
| AIPI Rex AI Equity Premium Income ETF | 50 | $1,882.28 | $1,733 | - | -$149.28 | -7.93% | +1.574% |
| AIQ Global X Artificial Intelligence & Technology ETF | 15 | $741 | $883.35 | - | $142.35 | 19.21% | +0.341% |
| AJG Arthur J. Gallagher & Co. | 700 | $198,805.79 | $174,594 | - | -$24,211.79 | -12.18% | -2.745% |
| AMCR Amcor plc | 176,065 | $7.01M | $7.9M | - | $896,294.63 | 12.79% | -0.598% |
| AMH American Homes 4 Rent | 700 | $26,194 | $23,394 | - | -$2,800 | -10.69% | +0.632% |
| AMZN Amazon.com Inc | 18,323 | $3.89M | $4.98M | - | $1.09M | 27.94% | +15.321% |
| ARCC Ares Capital Corporation | 58 | $1,172.11 | $1,088.08 | - | -$84.03 | -7.17% | -0.372% |
| ARLP Alliance Resource Partners, L.P. | 25 | $652.2 | $648.75 | - | -$3.45 | -0.53% | -0.916% |
| ARTY iShares Future AI & Tech ETF | 171 | $8,239 | $11,397.15 | - | $3,158.15 | 38.33% | +0.604% |
| AVGO Broadcom Inc. | 8,525 | $3.22M | $3.32M | - | $98,293 | 3.05% | +0.371% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 $4.75M earned over time. The largest contributors to dividend income include iShares Preferred and Income Securities ETF - $697,485.18, Fidelity Total Bond ETF - $582,573.01, United Parcel Service, Inc - $475,700.04, Ford Motor Company - $422,120.25, and General Mills, Inc - $298,473. 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.
