Hill Investment Group Partners, LLC
Long book
$905.6M
Q1 2026
Positions
50
Top-10 weight
87%
concentration
Last quarter
+8.7%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsHill Investment Group Partners, LLC is a wealth-management firm allocating client money, running a $905.6M US long book across 50 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: LONGVIEW ADVANTAGE ETF, LONGVIEW ADVNTG FXD INCM ETF, DIMENSIONAL INTERNATIONAL CO, AVANTIS INTL S/C VALUE ETF, DIMENSIONAL EMRG MRKT CORE.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.0%
Q2 2024
+6.9%
Q3 2024
-2.1%
Q4 2024
-0.6%
Q1 2025
+7.9%
Q2 2025
+6.7%
Q3 2025
+3.6%
Q4 2025
+2.6%
Q1 2026
+8.7%
Sector allocation
Technology 39%
Energy 24%
Financials 17%
Healthcare 7%
Industrials 7%
Consumer discretionary 6%
Services media 1%
Long book by quarter
What does Hill Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BSM BLACK STONE MINERALS LP | Energy | 177.5K | $2.7M | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 10.6K | $1.9M | 0.2% | -0.2% |
| AAPL APPLE INC | Technology | 6.4K | $1.6M | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.3K | $1.1M | 0.1% | -0.9% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.5K | $920K | 0.1% | Held |
| MSFT MICROSOFT CORP | Technology | 2.4K | $903K | 0.1% | -0.3% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.1% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 2.4K | $678K | 0.1% | Held |
| MRK MERCK & CO. INC. | Healthcare | 5.5K | $665K | 0.1% | Held |
| XOM EXXON MOBIL CORP | Energy | 3.9K | $664K | 0.1% | Held |
| LLY ELI LILLY & CO | Healthcare | 369 | $339K | 0.0% | +1.4% |
| PLBY PLAYBOY INC | Consumer discretionary | 207.7K | $316K | 0.0% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 305 | $304K | 0.0% | Held |
| TFC TRUIST FINANCIAL CORP | Financials | 6.3K | $288K | 0.0% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.2K | $247K | 0.0% | -0.5% |
| TD TORONTO-DOMINION BANK | Financials | 2.4K | $224K | 0.0% | Held |
| NOC NORTHROP GRUMMAN CORP | Technology | 314 | $214K | 0.0% | New |
| GOOG ALPHABET INC-CL C | Technology | 703 | $202K | 0.0% | -2.1% |
| NCMI NATIONAL CINEMEDIA INC | Services media | 58.6K | $179K | 0.0% | +45.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 50 | $905.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 50 | $840.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 54 | $820.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 51 | $767.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 50 | $728.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 80 | $746.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 70 | $718.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 71 | $742.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 69 | $708.2M | canonical | SEC ↗ |