Hill Investment Group Partners, LLC Portfolio Holdings
Q3 2025•54 long positions•$820.3M portfolio value
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Holding55 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $334.1M 40.73% | +$3.7M Bought | — 6.1M shares | 6.0M → 6.1M +$3.7M | +1.13% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $66.8M 8.15% | -$294.9K Sold | — 2.0M shares | 2.0M → 2.0M −$294.9K | -0.44% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $54.0M 6.58% | +$3.0M Bought | — 1.3M shares | 1.2M → 1.3M +$3.0M | +5.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $50.5M 6.15% | +$1.2M Bought | — 935.1K shares | 912.5K → 935.1K +$1.2M | +2.48% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $46.3M 5.65% | -$345.0K Sold | — 1.4M shares | 1.5M → 1.4M −$345.0K | -0.74% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $45.5M 5.54% | -$686.9K Sold | — 510.8K shares | 518.5K → 510.8K −$686.9K | -1.49% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $33.8M 4.12% | +$79.6K Bought | — 800.0K shares | 798.1K → 800.0K +$79.6K | +0.24% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $33.0M 4.02% | +$199.0K Bought | — 741.5K shares | 737.0K → 741.5K +$199.0K | +0.61% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $27.8M 3.39% | -$387.4K Sold | — 602.8K shares | 611.2K → 602.8K −$387.4K | -1.37% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $24.1M 2.94% | -$746.0K Sold | — 242.5K shares | 250.0K → 242.5K −$746.0K | -3.0% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $23.5M 2.86% | -$2.7M Sold | — 608.4K shares | 678.8K → 608.4K −$2.7M | -10.36% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $13.0M 1.58% | -$121.2K Sold | — 362.9K shares | 366.3K → 362.9K −$121.2K | -0.93% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.6M 1.53% | -$147.7K Sold | — 167.5K shares | 169.5K → 167.5K −$147.7K | -1.16% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.9M 1.33% | -$89.1K Sold | — 138.7K shares | 139.8K → 138.7K −$89.1K | -0.81% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.9M 0.6% | -$98.4K Sold | — 217.2K shares | 221.5K → 217.2K −$98.4K | -1.96% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.3M 0.522% | +$9.4K Bought | — 134.5K shares | 134.2K → 134.5K +$9.4K | +0.22% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.1M 0.501% | -$73.7K Sold | — 70.5K shares | 71.8K → 70.5K −$73.7K | -1.76% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $4.0M 0.49% | — | — 94.0K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.6M 0.314% | -$217.2K Sold | — 22.6K shares | 24.5K → 22.6K −$217.2K | -7.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 0.298% | -$6.2K Sold | — 89.4K shares | 89.7K → 89.4K −$6.2K | -0.25% | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Exploration & Production Energy | $2.3M 0.284% | — | 0.084% 177.5K shares | — | — | $2.8B Mid Cap | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $2.0M 0.24% | +$1.5K Bought | 0.0% 10.6K shares | 10.6K → 10.6K +$1.5K | +0.08% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $1.6M 0.2% | -$95.2K Sold | 0.0% 6.4K shares | 6.8K → 6.4K −$95.2K | -5.5% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.157% | -$42.3K Sold | — 2.1K shares | 2.2K → 2.1K −$42.3K | -3.18% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.3M 0.154% | +$1.0K Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$1.0K | +0.08% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $1.2M 0.143% | +$4.5K Bought | 0.0% 2.3K shares | 2.3K → 2.3K +$4.5K | +0.39% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.14% | -$90.4K Sold | — 15.7K shares | 16.9K → 15.7K −$90.4K | -7.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $761.6K 0.093% | +$34.5K Bought | — 10.2K shares | 9.8K → 10.2K +$34.5K | +4.75% | — — | Q2 2021 Held for 4y 5m | |
Aerospace & Defense Industrials | $760.3K 0.093% | +$760.3K New | 0.001% 1.5K shares | 0 → 1.5K +$760.3K | New | $116.55B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $758.4K 0.092% | -$12.6K Sold | — 24.2K shares | 24.6K → 24.2K −$12.6K | -1.63% | — — | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $754.2K 0.092% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $629.9K 0.077% | -$186.5 Sold | — 3.4K shares | 3.4K → 3.4K −$186.5 | -0.03% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $576.2K 0.07% | -$4.1K Sold | — 8.5K shares | 8.6K → 8.5K −$4.1K | -0.71% | — — | Q2 2021 Held for 4y 5m | |
Internet Content & Information Communication Services | $568.9K 0.069% | -$972.4 Sold | 0.0% 2.3K shares | 2.3K → 2.3K −$972.4 | -0.17% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $561.8K 0.068% | — | — 12.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $464.0K 0.057% | -$10.4K Sold | — 5.3K shares | 5.4K → 5.3K −$10.4K | -2.19% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $463.6K 0.057% | — | 0.0% 5.5K shares | — | — | $209.64B Mega Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $440.7K 0.054% | -$112.8 Sold | 0.0% 3.9K shares | 3.9K → 3.9K −$112.8 | -0.03% | $480.68B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $429.3K 0.052% | -$26.6K Sold | — 3.9K shares | 4.2K → 3.9K −$26.6K | -5.84% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $409.2K 0.05% | +$25.6K Bought | — 9.0K shares | 8.4K → 9.0K +$25.6K | +6.68% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $377.7K 0.046% | -$6.1K Sold | — 12.0K shares | 12.2K → 12.0K −$6.1K | -1.58% | — — | Q2 2021 Held for 4y 5m | |
Leisure Consumer Cyclical | $305.3K 0.037% | +$305.3K New | 0.193% 207.7K shares | 0 → 207.7K +$305.3K | New | $158.1M Micro Cap | Q3 2025 Held for 2 months | |
ETF ETF | $292.3K 0.036% | — | — 4.3K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
Banks - Regional Financial Services | $286.2K 0.035% | -$19.8K Sold | 0.0% 6.3K shares | 6.7K → 6.3K −$19.8K | -6.46% | $59.0B Large Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $281.4K 0.034% | -$3.7K Sold | 0.0% 304.0 shares | 308.0 → 304.0 −$3.7K | -1.3% | $410.27B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $280.0K 0.034% | -$3.6K Sold | — 6.1K shares | 6.2K → 6.1K −$3.6K | -1.27% | — — | Q2 2021 Held for 4y 5m | |
Drug Manufacturers - General Healthcare | $276.2K 0.034% | +$3.1K Bought | 0.0% 362.0 shares | 358.0 → 362.0 +$3.1K | +1.12% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $270.6K 0.033% | -$15.7K Sold | — 6.6K shares | 7.0K → 6.6K −$15.7K | -5.47% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $255.6K 0.031% | -$2.1K Sold | — 7.0K shares | 7.1K → 7.0K −$2.1K | -0.8% | — — | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | $240.6K 0.029% | +$1.8K Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$1.8K | +0.74% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m |
