Latest Hill Investment Group Partners, LLC Stock Portfolio
Hill Investment Group Partners, LLC Performance:
2025 Q3: 6.31%YTD: 13.56%2024: 6.24%
Performance for 2025 Q3 is 6.31%, and YTD is 13.56%, and 2024 is 6.24%.
About Hill Investment Group Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hill Investment Group Partners, LLC reported an equity portfolio of $820.3 Millions as of 30 Sep, 2025.
The top stock holdings of Hill Investment Group Partners, LLC are , DFAC, AEMB. The fund has invested 40.7% of it's portfolio in RBB FUND TRUST and 8.2% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in NATIONAL CINEMEDIA INC (NCMI), DIMENSIONAL ETF TRUST (DFAC) and EA SERIES TRUST (BOB). Hill Investment Group Partners, LLC opened new stock positions in LOCKHEED MARTIN CORP (LMT), PLAYBOY INC (PLBY) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), VANGUARD BD INDEX FDS (BIV) and DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of Hill Investment Group Partners, LLC are , DFAC, AEMB. The fund has invested 40.7% of it's portfolio in RBB FUND TRUST and 8.2% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in NATIONAL CINEMEDIA INC (NCMI), DIMENSIONAL ETF TRUST (DFAC) and EA SERIES TRUST (BOB). Hill Investment Group Partners, LLC opened new stock positions in LOCKHEED MARTIN CORP (LMT), PLAYBOY INC (PLBY) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), VANGUARD BD INDEX FDS (BIV) and DIMENSIONAL ETF TRUST (DFAC).
Hill Investment Group Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Hill Investment Group Partners, LLC made a return of 6.31% in the last quarter. In trailing 12 months, it's portfolio return was 17.07%.
New Buys
| Ticker | $ Bought |
|---|---|
| lockheed martin corp | 760,297 |
| playboy inc | 305,250 |
| dimensional etf trust | 210,624 |
| dimensional etf trust | 200,369 |
New stocks bought by Hill Investment Group Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 6.68 |
| american centy etf tr | 5.99 |
| vanguard bd index fds | 4.75 |
| dimensional etf trust | 2.48 |
| rbb fund trust | 1.13 |
| eli lilly & co | 1.12 |
| amazon com inc | 0.74 |
| american centy etf tr | 0.61 |
Additions to existing portfolio by Hill Investment Group Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| national cinemedia inc | -24.88 |
| dimensional etf trust | -10.36 |
| ea series trust | -7.79 |
| american centy etf tr | -7.28 |
| truist finl corp | -6.46 |
| american centy etf tr | -5.84 |
| apple inc | -5.5 |
| dimensional etf trust | -5.47 |
Hill Investment Group Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -216,600 |
Hill Investment Group Partners, LLC got rid off the above stocks
Sector Distribution
Hill Investment Group Partners, LLC has about 98.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98.6 |
Market Cap. Distribution
Hill Investment Group Partners, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98.6 |
Stocks belong to which Index?
About 0% of the stocks held by Hill Investment Group Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99 |
Hill Investment Group Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hill Investment Group Partners, LLC
Hill Investment Group Partners, LLC has 54 stocks in it's portfolio. About 87.3% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. was the most profitable stock for Hill Investment Group Partners, LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.20 | 6,429 | 1,637,020 | reduced | -5.5 | ||
| AAXJ | ishares tr | 0.07 | 8,495 | 576,216 | reduced | -0.71 | ||
| AEMB | american centy etf tr | 6.58 | 1,283,100 | 53,992,800 | added | 5.99 | ||
| AEMB | american centy etf tr | 5.54 | 510,797 | 45,476,300 | reduced | -1.49 | ||
| AEMB | american centy etf tr | 4.02 | 741,459 | 32,980,100 | added | 0.61 | ||
| AEMB | american centy etf tr | 2.94 | 242,480 | 24,134,000 | reduced | -3.00 | ||
| AEMB | american centy etf tr | 1.53 | 167,486 | 12,579,900 | reduced | -1.16 | ||
| AEMB | american centy etf tr | 1.33 | 138,714 | 10,944,500 | reduced | -0.81 | ||
| AEMB | american centy etf tr | 0.14 | 15,655 | 1,151,700 | reduced | -7.28 | ||
| AEMB | american centy etf tr | 0.05 | 3,949 | 429,256 | reduced | -5.84 | ||
| AEMB | american centy etf tr | 0.05 | 8,972 | 409,151 | added | 6.68 | ||
| AMZN | amazon com inc | 0.03 | 1,096 | 240,649 | added | 0.74 | ||
| BIV | vanguard bd index fds | 0.09 | 10,241 | 761,623 | added | 4.75 | ||
| BOB | ea series trust | 0.60 | 217,177 | 4,919,340 | reduced | -1.96 | ||
| BOB | ea series trust | 0.31 | 22,598 | 2,573,010 | reduced | -7.79 | ||
| BSM | black stone minerals l p | 0.28 | 177,487 | 2,332,180 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.03 | 304 | 281,392 | reduced | -1.3 | ||
| CWI | spdr index shs fds | 0.07 | 12,002 | 561,814 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 8.15 | 2,038,500 | 66,842,300 | reduced | -0.44 | ||
| DFAC | dimensional etf trust | 6.15 | 935,133 | 50,459,800 | added | 2.48 | ||