Hill Investment Group Partners, LLC

CIK 0001979028 · Q2 2026

13F Equity AUM

$980.4M

+8.3% QoQ

Positions

+11 QoQ

AUM Rank

#3,440

Top 27%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,570 · Top 67%

vs S&P -3.4%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 69.9%Top 10: 86.4%Top 20: 96.7%

EBI41.6%

RBB FUND TRUST9.7%

DFIC7.7%

DFEM5.8%

AVDV5.2%

AVUV3.6%

DFGX3.6%

DFIP3.2%

DFIV3.2%

AVIG2.8%

Others (51)13.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.6%

Unclassified9.7%

Other1.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 61Median: 0.09%Avg: 1.64%

0–0.5%

44(4.4%)

0.5–1%

2(1.1%)

1–3%

6(10.9%)

3–5%

4(13.7%)

5%+

5(69.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 61vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New12Increased10Decreased24Exited1

New Positions

DELL0.4%

+8K

VUG0.1%

+13K

SF0.1%

+13K

VEA0.1%

+8K

VTV0.1%

+3K

IREN0.1%

+12K

NDQ0.1%

+672

VB0.0%

+1K

VIG0.0%

+2K

VYM0.0%

+2K

Increased

RBB FUND TRUST9.7%

+60K(+7%)

AVUV3.6%

+16K(+6%)

AAPL0.2%

+2K(+28%)

VOO0.2%

+522(+25%)

DFSI0.1%

+161(+1%)

GOOG0.0%

+131(+19%)

AMZN0.0%

+102(+9%)

MRK0.1%

+84(+2%)

MSFT0.1%

+67(+3%)

GOOGL0.1%

+20(+1%)

Decreased

AVIG2.8%

-74,498(-10%)

EBI41.6%

-59,557(-1%)

DFEM5.8%

-49,290(-3%)

DFAC2.1%

-35,188(-7%)

AVRE1.8%

-24,001(-6%)

DFIP3.2%

-21,688(-3%)

DFGX3.6%

-17,852(-3%)

DFIV3.2%

-14,558(-2%)

DFIC7.7%

-13,536(-1%)

AVDV5.2%

-11,811(-2%)

Exited

NOC

-314

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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