Hill Investment Group Partners, LLC

CIK 0001979028 · Q1 2026

13F Equity AUM

$905.6M

+7.7% QoQ

Positions

0 QoQ

AUM Rank

#2,983

Top 24%

Skill Alpha (FF)

-3.0%/yr^ns

No Clear Edge

Rank #6,319 · Top 77%

vs S&P -7.0%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 69.4%Top 10: 87.1%Top 20: 97.6%

EBI40.5%

RBB FUND TRUST9.8%

DFIC8.0%

AVDV5.6%

DFEM5.5%

DFGX3.9%

DFIP3.6%

DFIV3.5%

AVIG3.4%

AVUV3.3%

Others (40)12.9%

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

Sector Allocation

Financial Services88.8%

Unclassified9.8%

Other1.4%

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

Position Sizing

Positions: 50Median: 0.14%Avg: 2.00%

0–0.5%

33(3.4%)

0.5–1%

2(1.1%)

1–3%

5(8.3%)

3–5%

5(17.8%)

5%+

5(69.4%)

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

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Portfolio Overlap

Shared: 44Unique: 6vs 20 funds

0.6%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

0.8%

MORGAN STANLEY

0.7%

BANK OF AMERICA CORP /DE/

0.8%

FMR LLC

BlackRock, Inc.

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.5%

STATE STREET CORP

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased10Decreased23Exited2

New Positions

RBB FUND TRUST9.8%

+901K

NOC0.0%

+314

Increased

EBI40.5%

+113K(+2%)

NCMI0.0%

+18K(+45%)

AVUV3.3%

+18K(+7%)

DFIC8.0%

+8K(+0%)

AVSU0.2%

+3K(+13%)

DFSE0.0%

+1K(+13%)

DFSI0.1%

+953(+8%)

DFSV0.5%

+96(+0%)

VOO0.1%

+33(+2%)

LLY0.0%

+5(+1%)

Decreased

AVIG3.4%

-643,493(-46%)

DFGX3.9%

-295,733(-30%)

DFCF0.1%

-64,423(-69%)

AVRE1.9%

-53,014(-12%)

AVMU0.0%

-40,115(-83%)

DFAC2.1%

-20,307(-4%)

DFGR0.2%

-16,204(-19%)

DFEM5.5%

-13,863(-1%)

BOXX0.3%

-11,491(-37%)

DFIP3.6%

-11,383(-1%)

Exited

VGIT

-4,152

SPGI

-467

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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