Hill Investment Group Partners, LLC logo

Hill Investment Group Partners, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Hill Investment Group Partners, LLC with $820.3M in long positions as of Q3 2025, 58% allocated to ETF, and 87% concentrated in top 10 positions.

Portfolio Value
$820.3M
Top 10 Concentration
87%
Top Sector
ETF (58%)
US Exposure
100%
Market Cap Focus
N/A
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 57.70%ETFTechnology: 0.60%Energy: 0.30%Financial Services: 0.30%Industrials: 0.10%Communication Services: 0.10%Healthcare: 0.10%Consumer Cyclical: 0.10%
ETF
57.70%
Technology
0.60%
Energy
0.30%
Financial Services
0.30%
Industrials
0.10%
Communication Services
0.10%
Healthcare
0.10%
Consumer Cyclical
0.10%

Industry Breakdown

16 industries across all sectors

ETF: 57.66%ETFOil & Gas Exploration & Production: 0.28%Semiconductors: 0.24%Insurance - Diversified: 0.24%Consumer Electronics: 0.20%Software - Infrastructure: 0.15%Aerospace & Defense: 0.09%Drug Manufacturers - General: 0.09%Internet Content & Information: 0.07%Oil & Gas Integrated: 0.05%Leisure: 0.04%Banks - Regional: 0.03%Discount Stores: 0.03%Specialty Retail: 0.03%Financial - Data & Stock Exchanges: 0.03%Advertising Agencies: 0.02%
ETF
ETF
57.66%
Oil & Gas Exploration & Production
Energy
0.28%
Semiconductors
Technology
0.24%
Insurance - Diversified
Financial Services
0.24%
Consumer Electronics
Technology
0.20%
Software - Infrastructure
Technology
0.15%
Aerospace & Defense
Industrials
0.093%
Drug Manufacturers - General
Healthcare
0.09%
Internet Content & Information
Communication Services
0.069%
Oil & Gas Integrated
Energy
0.054%
Leisure
Consumer Cyclical
0.037%
Banks - Regional
Financial Services
0.035%

Filter by Sector

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Market Cap Distribution

Mega Cap (> $200B): 1.11%Large Cap ($10B - $200B): 0.15%Mid Cap ($2B - $10B): 0.28%Small Cap ($300M - $2B): 0.02%Micro Cap ($50M - $300M): 0.04%N/A (ETF or Unknown): 98.40%N/A (ETF or Unknown)
Mega Cap (> $200B)
1.11%
Large Cap ($10B - $200B)
0.15%
Mid Cap ($2B - $10B)
0.28%
Small Cap ($300M - $2B)
0.02%
Micro Cap ($50M - $300M)
0.04%
N/A (ETF or Unknown)
98.40%

Portfolio Concentration

Top 10 Holdings %
87.28%
Top 20 Holdings %
97.31%
Top 50 Holdings %
99.9%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($820.3M)
54 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
12.7 quarters
Avg. Top 20
12.8 quarters
Avg. All Positions
10.9 quarters
Median Holding Period
11 quarters
Persistence Rate
83.33%
Persistent Holdings Weight
58.71%
Persistent Positions
45
Longest Held
Avantis U.S. Small Cap Value ETF logo
Avantis U.S. Small Cap Value ETFAVUV - 17 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.05%
Avg. Position Weight
1.85%
Largest Position
EBI
EVERGREEN INTERNATIONAL BALANCED INCOME FUNDEBI - 40.73%
Largest Ownership Stake
Playboy, Inc. Common Stock logo
Playboy, Inc. Common StockPLBY - 0.19%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2021)

Avg. New Position
1.96%
Avg. Ownership Stake
0.005%
Largest Position
Dimensional U.S. Core Equity 2 ETF logo
Dimensional U.S. Core Equity 2 ETFDFAC - 42.54% (Q2 2021)
Largest Ownership Stake
Playboy, Inc. Common Stock logo
Playboy, Inc. Common StockPLBY - 0.19% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.0%
Value Traded
$8.19M
Positions Added
3
Positions Exited
1

Historical (Since Q2 2021)

Avg. Turnover Ratio
10.8%
Avg. Positions Added
6
Avg. Positions Exited
4
Highest Turnover
50.0%
Q2 2021
Lowest Turnover
0.4%
Q3 2024

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