May Hill Capital
Latest statistics and disclosures from May Hill Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IWB, DYNF, IVE, IEMG, and represent 32.86% of May Hill Capital's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$60M), IWB (+$31M), IVE (+$15M), DYNF (+$14M), IEMG (+$13M), IVW (+$12M), IJH (+$11M), KEYS (+$11M), IJR (+$9.1M), MUB (+$7.8M).
- Started 150 new stock positions in CRWV, MPWR, DIS, PCAR, HCA, TER, FIGS, HIG, INFY, HMC.
- Reduced shares in these 10 stocks: Unilever, FI, WPP, , , ARW, GLDM, , IBN, MRVI.
- Sold out of its positions in ARW, FI, FLOT, MRVI, PBR, Total, Unilever, WPP, GLDM.
- May Hill Capital was a net buyer of stock by $416M.
- May Hill Capital has $765M in assets under management (AUM), dropping by 124.09%.
- Central Index Key (CIK): 0002056340
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Portfolio Holdings for May Hill Capital
May Hill Capital holds 331 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.3 | $117M | +103% | 171k | 684.94 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 8.3 | $63M | +97% | 170k | 373.44 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.2 | $24M | +142% | 401k | 60.81 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.1 | $23M | +188% | 110k | 212.07 |
|
| Ishares Core Msci Emkt (IEMG) | 3.0 | $23M | +140% | 341k | 67.22 |
|
| Keysight Technologies (KEYS) | 2.9 | $22M | +99% | 109k | 203.19 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $22M | +112% | 327k | 66.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.7 | $21M | +131% | 167k | 123.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $17M | +124% | 137k | 120.18 |
|
| Ishares Tr National Mun Etf (MUB) | 2.0 | $15M | +106% | 141k | 107.11 |
|
| Apple (AAPL) | 1.9 | $15M | +109% | 54k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $15M | +106% | 79k | 186.50 |
|
| Microsoft Corporation (MSFT) | 1.8 | $14M | +119% | 28k | 483.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $12M | +83% | 46k | 257.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $12M | +72% | 40k | 290.22 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 1.5 | $11M | +157% | 222k | 50.77 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $11M | +67% | 120k | 89.46 |
|
| Amazon (AMZN) | 1.0 | $7.7M | +106% | 33k | 230.82 |
|
| Meta Platforms Cl A (META) | 0.9 | $7.1M | +97% | 11k | 660.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $7.0M | +110% | 21k | 335.28 |
|
| Boston Scientific Corporation (BSX) | 0.9 | $6.9M | +99% | 73k | 95.35 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $6.6M | +53% | 11k | 627.09 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.9 | $6.6M | +146% | 171k | 38.56 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $6.4M | +100% | 43k | 148.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $5.9M | +111% | 19k | 312.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.5M | +107% | 18k | 313.80 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $5.5M | +78% | 88k | 62.47 |
|
| Broadcom (AVGO) | 0.7 | $5.3M | +111% | 15k | 346.10 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $5.0M | +130% | 62k | 81.17 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.7 | $5.0M | +81% | 49k | 101.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $4.9M | +99% | 10k | 487.88 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $4.8M | +94% | 96k | 50.29 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $4.5M | +83% | 150k | 30.07 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.6 | $4.4M | +159% | 133k | 33.30 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $4.4M | +109% | 14k | 303.90 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.0M | +104% | 5.9k | 681.97 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $4.0M | +89% | 37k | 106.70 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $3.8M | +101% | 19k | 199.68 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.7M | +104% | 12k | 322.21 |
|
| Haemonetics Corporation (HAE) | 0.5 | $3.6M | +100% | 45k | 80.15 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $3.6M | +90% | 148k | 24.04 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $3.5M | +158% | 37k | 95.22 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.4M | +131% | 3.2k | 1074.99 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $3.3M | +88% | 62k | 53.76 |
|
| Tesla Motors (TSLA) | 0.4 | $3.3M | +145% | 7.3k | 449.72 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $3.3M | +157% | 65k | 50.01 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.2M | +82% | 13k | 246.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.2M | +114% | 6.3k | 502.65 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.4 | $3.1M | +327% | 48k | 64.79 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $2.9M | +97% | 62k | 46.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.9M | +98% | 15k | 190.98 |
|
| Netflix (NFLX) | 0.3 | $2.7M | +1879% | 29k | 93.76 |
|
| Hologic (HOLX) | 0.3 | $2.5M | +100% | 34k | 74.49 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.5M | +236% | 25k | 99.88 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $2.3M | +106% | 15k | 146.58 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $2.2M | +92% | 11k | 209.12 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $2.2M | +125% | 2.1k | 1069.88 |
|
| Astrazeneca Sponsored Adr | 0.3 | $2.2M | +143% | 24k | 91.93 |
|
| TTM Technologies (TTMI) | 0.3 | $2.2M | +79% | 32k | 69.00 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.2M | +67% | 13k | 171.18 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.1M | +99% | 19k | 111.41 |
|
| Goldman Sachs (GS) | 0.3 | $2.1M | +101% | 2.4k | 879.00 |
|
| Visa Com Cl A (V) | 0.3 | $2.1M | +112% | 6.0k | 350.72 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.1M | +102% | 15k | 137.87 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.3 | $2.0M | +158% | 39k | 52.77 |
|
| Shell Spon Ads (SHEL) | 0.3 | $2.0M | +110% | 28k | 73.48 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.3 | $1.9M | +141% | 40k | 48.68 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $1.8M | +105% | 23k | 78.67 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | +104% | 3.2k | 570.89 |
|
| General Motors Company (GM) | 0.2 | $1.7M | +102% | 21k | 81.32 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $1.7M | +129% | 46k | 36.54 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | +84% | 1.9k | 862.40 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $1.6M | +97% | 6.7k | 242.91 |
|
| Coreweave Com Cl A (CRWV) | 0.2 | $1.6M | NEW | 22k | 71.61 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | +117% | 13k | 120.35 |
|
| Abbvie (ABBV) | 0.2 | $1.5M | +107% | 6.6k | 228.49 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.5M | +113% | 7.1k | 206.95 |
|
| Citigroup Com New (C) | 0.2 | $1.4M | +105% | 12k | 116.69 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.3M | +109% | 24k | 55.00 |
|
| Unilever Spon Adr New (UL) | 0.2 | $1.3M | NEW | 19k | 65.40 |
|
| Booking Holdings (BKNG) | 0.2 | $1.3M | +103% | 234.00 | 5355.33 |
|
| Cisco Systems (CSCO) | 0.2 | $1.2M | +117% | 16k | 77.03 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.2M | +108% | 7.0k | 177.75 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.2M | +188% | 24k | 50.88 |
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.2 | $1.2M | +41% | 37k | 33.28 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.2M | +102% | 6.9k | 177.55 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.2M | +101% | 3.9k | 308.03 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.2M | +31% | 15k | 77.53 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $1.2M | +103% | 21k | 56.62 |
|
| Lowe's Companies (LOW) | 0.2 | $1.2M | +96% | 4.8k | 241.16 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.2M | +96% | 6.0k | 194.93 |
|
| Merck & Co (MRK) | 0.1 | $1.1M | +115% | 11k | 105.26 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | +112% | 6.2k | 183.40 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.1M | +95% | 44k | 25.60 |
|
| Home Depot (HD) | 0.1 | $1.1M | +100% | 3.2k | 344.05 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.1M | +99% | 2.9k | 386.75 |
|
| Philip Morris International (PM) | 0.1 | $1.1M | +91% | 6.9k | 160.40 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | +99% | 1.4k | 753.78 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $1.1M | +141% | 5.0k | 214.06 |
|
| Alexander's (ALX) | 0.1 | $1.1M | +117% | 4.9k | 217.94 |
|
| Caterpillar (CAT) | 0.1 | $1.0M | +114% | 1.8k | 572.87 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.0M | +84% | 8.3k | 120.96 |
|
| American Express Company (AXP) | 0.1 | $972k | +115% | 2.6k | 369.95 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $972k | +112% | 183k | 5.30 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $971k | +100% | 21k | 46.68 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $948k | +85% | 9.7k | 97.80 |
|
| Belden (BDC) | 0.1 | $916k | +100% | 7.9k | 116.55 |
|
| Urban Edge Pptys (UE) | 0.1 | $883k | +110% | 46k | 19.19 |
|
| Coca-Cola Company (KO) | 0.1 | $882k | +126% | 13k | 69.91 |
|
| Chubb (CB) | 0.1 | $880k | +136% | 2.8k | 312.12 |
|
| Abbott Laboratories (ABT) | 0.1 | $874k | +108% | 7.0k | 125.29 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $865k | +114% | 14k | 60.37 |
|
| Agnico (AEM) | 0.1 | $864k | +83% | 5.1k | 169.53 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $856k | +93% | 2.2k | 383.35 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $844k | +129% | 11k | 80.03 |
|
| Emerson Electric (EMR) | 0.1 | $843k | +100% | 6.4k | 132.72 |
|
| International Business Machines (IBM) | 0.1 | $821k | +115% | 2.8k | 296.13 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $818k | +65% | 7.2k | 113.39 |
|
| Hubspot (HUBS) | 0.1 | $807k | +55% | 2.0k | 401.30 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $802k | +106% | 16k | 49.04 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $791k | +112% | 5.7k | 137.62 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $770k | +98% | 4.8k | 160.97 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $769k | +97% | 9.1k | 84.63 |
|
| Capital One Financial (COF) | 0.1 | $769k | +104% | 3.2k | 242.43 |
|
| McDonald's Corporation (MCD) | 0.1 | $738k | +124% | 2.4k | 305.63 |
|
| Group 1 Automotive (GPI) | 0.1 | $732k | +99% | 1.9k | 393.30 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $727k | +75% | 2.6k | 278.92 |
|
| Ge Vernova (GEV) | 0.1 | $718k | +96% | 1.1k | 653.57 |
|
| salesforce (CRM) | 0.1 | $708k | +133% | 2.7k | 264.91 |
|
| S&p Global (SPGI) | 0.1 | $705k | +106% | 1.3k | 522.65 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $700k | +86% | 44k | 15.86 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $697k | +49% | 15k | 45.53 |
|
| Advanced Micro Devices (AMD) | 0.1 | $682k | +135% | 3.2k | 214.16 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $680k | +91% | 5.8k | 117.20 |
|
| TJX Companies (TJX) | 0.1 | $678k | +120% | 4.4k | 153.61 |
|
| Blackrock (BLK) | 0.1 | $677k | +95% | 632.00 | 1070.34 |
|
| Wells Fargo & Company (WFC) | 0.1 | $671k | +122% | 7.2k | 93.20 |
|
| Eaton Corp SHS (ETN) | 0.1 | $658k | +99% | 2.1k | 318.37 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $648k | +123% | 55k | 11.73 |
|
| Totalenergies Se Act (TTE) | 0.1 | $639k | NEW | 9.8k | 65.42 |
|
| UnitedHealth (UNH) | 0.1 | $626k | +29% | 1.9k | 330.11 |
|
| Amgen (AMGN) | 0.1 | $605k | +103% | 1.8k | 327.44 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $604k | +108% | 7.8k | 77.35 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $604k | +108% | 1.3k | 453.36 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $600k | NEW | 34k | 17.82 |
|
| ConocoPhillips (COP) | 0.1 | $593k | +102% | 6.3k | 93.60 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $589k | +96% | 1.0k | 570.23 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $582k | +119% | 3.1k | 185.61 |
|
| Southern Company (SO) | 0.1 | $581k | +102% | 6.7k | 87.21 |
|
| Pepsi (PEP) | 0.1 | $572k | +69% | 4.0k | 143.53 |
|
| Gilead Sciences (GILD) | 0.1 | $561k | +108% | 4.6k | 122.74 |
|
| Linde SHS (LIN) | 0.1 | $549k | +74% | 1.3k | 426.39 |
|
| Intuit (INTU) | 0.1 | $543k | +128% | 820.00 | 662.42 |
|
| American Electric Power Company (AEP) | 0.1 | $541k | +105% | 4.7k | 115.29 |
|
| Micron Technology (MU) | 0.1 | $534k | NEW | 1.9k | 285.49 |
|
| Applied Materials (AMAT) | 0.1 | $532k | NEW | 2.1k | 256.93 |
|
| American Intl Group Com New (AIG) | 0.1 | $525k | +94% | 6.1k | 85.55 |
|
| BP Sponsored Adr (BP) | 0.1 | $523k | +120% | 15k | 34.73 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $517k | NEW | 1.9k | 268.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $512k | +119% | 834.00 | 613.72 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $507k | +91% | 1.4k | 360.13 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $501k | +128% | 9.0k | 55.57 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $497k | NEW | 7.8k | 64.04 |
|
| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 0.1 | $497k | +82% | 6.0k | 82.34 |
|
| Cigna Corp (CI) | 0.1 | $488k | +89% | 1.8k | 275.23 |
|
| Howmet Aerospace (HWM) | 0.1 | $483k | +76% | 2.4k | 205.02 |
|
| Jbg Smith Properties (JBGS) | 0.1 | $478k | +93% | 28k | 17.01 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $462k | NEW | 1.3k | 349.99 |
|
| MetLife (MET) | 0.1 | $459k | +91% | 5.8k | 78.94 |
|
| Tyler Technologies (TYL) | 0.1 | $459k | +93% | 1.0k | 453.95 |
|
| Pfizer (PFE) | 0.1 | $458k | +99% | 18k | 24.90 |
|
| Nike CL B (NKE) | 0.1 | $455k | NEW | 7.1k | 63.71 |
|
| Deere & Company (DE) | 0.1 | $454k | +120% | 974.00 | 465.57 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $435k | +43% | 3.0k | 143.30 |
|
| Latam Airlines Group Sa Sponsored Adr (LTM) | 0.1 | $432k | +22% | 8.0k | 54.01 |
|
| Fabrinet SHS (FN) | 0.1 | $428k | NEW | 940.00 | 455.28 |
|
| Automatic Data Processing (ADP) | 0.1 | $426k | NEW | 1.7k | 257.23 |
|
| Kla Corp Com New (KLAC) | 0.1 | $419k | NEW | 344.00 | 1217.19 |
|
| Qualcomm (QCOM) | 0.1 | $416k | +87% | 2.4k | 171.05 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $412k | +98% | 3.2k | 128.83 |
|
| Procter & Gamble Company (PG) | 0.1 | $407k | +19% | 2.8k | 143.33 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.1 | $403k | NEW | 20k | 20.67 |
|
| Trane Technologies SHS (TT) | 0.1 | $402k | +91% | 1.0k | 389.20 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $401k | NEW | 442.00 | 906.36 |
|
| Moody's Corporation (MCO) | 0.1 | $401k | NEW | 784.00 | 510.89 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $396k | +137% | 30k | 13.03 |
|
| AFLAC Incorporated (AFL) | 0.1 | $393k | NEW | 3.6k | 110.27 |
|
| Sea Sponsord Ads (SE) | 0.1 | $388k | +95% | 3.0k | 127.57 |
|
| General Dynamics Corporation (GD) | 0.1 | $383k | NEW | 1.1k | 336.69 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $379k | NEW | 8.3k | 45.54 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $375k | NEW | 7.7k | 48.46 |
|
| Waste Management (WM) | 0.0 | $373k | NEW | 1.7k | 219.71 |
|
| AutoZone (AZO) | 0.0 | $373k | +83% | 110.00 | 3391.51 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $373k | NEW | 658.00 | 566.36 |
|
| Intercontinental Exchange (ICE) | 0.0 | $371k | +89% | 2.3k | 161.96 |
|
| Chevron Corporation (CVX) | 0.0 | $369k | NEW | 2.4k | 152.36 |
|
| Biogen Idec (BIIB) | 0.0 | $367k | NEW | 2.1k | 175.99 |
|
| Palo Alto Networks (PANW) | 0.0 | $367k | +92% | 2.0k | 184.20 |
|
| United Parcel Service CL B (UPS) | 0.0 | $365k | NEW | 3.7k | 99.19 |
|
| Uber Technologies (UBER) | 0.0 | $364k | +91% | 4.5k | 81.71 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $363k | NEW | 6.7k | 53.94 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $358k | NEW | 12k | 29.48 |
|
| Union Pacific Corporation (UNP) | 0.0 | $357k | NEW | 1.5k | 231.32 |
|
| Topbuild (BLD) | 0.0 | $357k | NEW | 856.00 | 417.19 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $351k | NEW | 264.00 | 1329.85 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $346k | NEW | 1.1k | 310.24 |
|
| Hartford Financial Services (HIG) | 0.0 | $343k | NEW | 2.5k | 137.80 |
|
| Ryder System (R) | 0.0 | $336k | NEW | 1.8k | 191.39 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $335k | NEW | 578.00 | 579.47 |
|
| Monster Beverage Corp (MNST) | 0.0 | $329k | NEW | 4.3k | 76.67 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $326k | NEW | 2.8k | 117.72 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $325k | NEW | 12k | 27.08 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $322k | NEW | 2.5k | 130.66 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $322k | NEW | 18k | 17.50 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $321k | NEW | 11k | 29.89 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $317k | NEW | 20k | 16.10 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $316k | NEW | 2.6k | 119.41 |
|
| Intel Corporation (INTC) | 0.0 | $311k | NEW | 8.4k | 36.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $311k | NEW | 784.00 | 396.31 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $310k | NEW | 368.00 | 840.95 |
|
| Prudential Adr (PUK) | 0.0 | $304k | NEW | 9.8k | 31.12 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $303k | NEW | 934.00 | 324.05 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $303k | NEW | 2.6k | 117.52 |
|
| United Rentals (URI) | 0.0 | $301k | NEW | 372.00 | 809.32 |
|
| Western Digital (WDC) | 0.0 | $300k | NEW | 1.7k | 172.27 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $296k | NEW | 2.2k | 135.14 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $293k | +40% | 12k | 23.63 |
|
| D.R. Horton (DHI) | 0.0 | $293k | NEW | 2.0k | 144.03 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $292k | NEW | 1.8k | 160.79 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $291k | NEW | 620.00 | 468.76 |
|
| O'reilly Automotive (ORLY) | 0.0 | $290k | NEW | 3.2k | 91.21 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $287k | NEW | 2.6k | 110.36 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $286k | NEW | 8.4k | 34.26 |
|
| PPL Corporation (PPL) | 0.0 | $282k | NEW | 8.1k | 35.02 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.0 | $279k | NEW | 6.6k | 42.03 |
|
| Danaher Corporation (DHR) | 0.0 | $278k | NEW | 1.2k | 228.92 |
|
| Haleon Spon Ads (HLN) | 0.0 | $278k | +163% | 28k | 10.11 |
|
| PNC Financial Services (PNC) | 0.0 | $275k | NEW | 1.3k | 208.84 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $275k | +119% | 29k | 9.65 |
|
| Walt Disney Company (DIS) | 0.0 | $274k | NEW | 2.4k | 113.77 |
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $274k | NEW | 13k | 21.74 |
|
| Centene Corporation (CNC) | 0.0 | $273k | NEW | 6.6k | 41.15 |
|
| Analog Devices (ADI) | 0.0 | $272k | NEW | 1.0k | 271.20 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $272k | NEW | 16k | 17.35 |
|
| Kenvue (KVUE) | 0.0 | $270k | NEW | 16k | 17.25 |
|
| Ke Hldgs Sponsored Ads (BEKE) | 0.0 | $268k | NEW | 17k | 15.76 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $267k | NEW | 6.4k | 41.71 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $267k | NEW | 1.9k | 139.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $265k | NEW | 2.8k | 96.24 |
|
| CBOE Holdings (CBOE) | 0.0 | $265k | NEW | 1.1k | 251.00 |
|
| Servicenow (NOW) | 0.0 | $264k | NEW | 1.7k | 153.19 |
|
| Synopsys (SNPS) | 0.0 | $258k | NEW | 550.00 | 469.72 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $258k | NEW | 5.2k | 49.46 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $258k | NEW | 7.0k | 37.00 |
|
| Constellation Energy (CEG) | 0.0 | $254k | NEW | 720.00 | 353.27 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $254k | NEW | 11k | 23.31 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $252k | NEW | 2.5k | 101.57 |
|
| Barclays Adr (BCS) | 0.0 | $251k | NEW | 9.9k | 25.45 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $248k | NEW | 35k | 7.16 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $248k | NEW | 5.4k | 45.57 |
|
| Eni S P A Sponsored Adr (E) | 0.0 | $245k | NEW | 6.5k | 37.94 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $245k | NEW | 364.00 | 673.82 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $244k | NEW | 3.4k | 72.19 |
|
| Raymond James Financial (RJF) | 0.0 | $241k | NEW | 1.5k | 160.59 |
|
| Msci (MSCI) | 0.0 | $241k | NEW | 420.00 | 573.73 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $241k | NEW | 8.4k | 28.82 |
|
| Anthem (ELV) | 0.0 | $241k | NEW | 686.00 | 350.55 |
|
| Range Resources (RRC) | 0.0 | $240k | NEW | 6.8k | 35.26 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $240k | NEW | 3.0k | 79.03 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $239k | NEW | 490.00 | 487.25 |
|
| KB Home (KBH) | 0.0 | $238k | NEW | 4.2k | 56.41 |
|
| Metropcs Communications (TMUS) | 0.0 | $234k | NEW | 1.2k | 203.04 |
|
| Icici Bank Adr (IBN) | 0.0 | $233k | -24% | 7.8k | 29.80 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $232k | NEW | 1.2k | 198.64 |
|
| Symbotic Class A Com (SYM) | 0.0 | $231k | NEW | 3.9k | 59.50 |
|
| Helmerich & Payne (HP) | 0.0 | $231k | NEW | 8.1k | 28.68 |
|
| Paccar (PCAR) | 0.0 | $231k | NEW | 2.1k | 109.51 |
|
| Gartner (IT) | 0.0 | $229k | NEW | 908.00 | 252.28 |
|
| Rockwell Automation (ROK) | 0.0 | $229k | NEW | 588.00 | 389.07 |
|
| Darden Restaurants (DRI) | 0.0 | $229k | NEW | 1.2k | 184.02 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $226k | NEW | 12k | 19.33 |
|
| Performance Food (PFGC) | 0.0 | $224k | NEW | 2.5k | 89.92 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $224k | NEW | 11k | 19.72 |
|
| Carrier Global Corporation (CARR) | 0.0 | $223k | NEW | 4.2k | 52.84 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $222k | +133% | 28k | 7.86 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $221k | NEW | 2.2k | 99.89 |
|
| Hca Holdings (HCA) | 0.0 | $220k | NEW | 472.00 | 466.86 |
|
| Moog Cl A (MOG.A) | 0.0 | $220k | NEW | 902.00 | 243.55 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $220k | NEW | 1.0k | 217.06 |
|
| Snap-on Incorporated (SNA) | 0.0 | $219k | NEW | 636.00 | 344.60 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $218k | NEW | 1.1k | 197.15 |
|
| Fastenal Company (FAST) | 0.0 | $217k | NEW | 5.4k | 40.13 |
|
| Woodward Governor Company (WWD) | 0.0 | $217k | NEW | 716.00 | 302.32 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $214k | NEW | 5.1k | 41.89 |
|
| Nextera Energy (NEE) | 0.0 | $214k | NEW | 2.7k | 80.27 |
|
| Teradyne (TER) | 0.0 | $212k | NEW | 1.1k | 193.48 |
|
| ON Semiconductor (ON) | 0.0 | $212k | NEW | 3.9k | 54.15 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $212k | NEW | 2.5k | 86.27 |
|
| Valero Energy Corporation (VLO) | 0.0 | $211k | NEW | 1.3k | 162.79 |
|
| Equinix (EQIX) | 0.0 | $210k | NEW | 274.00 | 766.46 |
|
| Alcon Ord Shs (ALC) | 0.0 | $209k | NEW | 2.7k | 78.81 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $209k | NEW | 1.8k | 113.04 |
|
| Ecolab (ECL) | 0.0 | $208k | NEW | 794.00 | 262.52 |
|
| Gold Fields Sponsored Adr (GFI) | 0.0 | $207k | NEW | 4.7k | 43.66 |
|
| Honeywell International (HON) | 0.0 | $206k | NEW | 1.1k | 195.09 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $205k | NEW | 3.7k | 54.77 |
|
| NVR (NVR) | 0.0 | $204k | NEW | 28.00 | 7292.79 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $204k | NEW | 2.5k | 83.00 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $202k | NEW | 7.2k | 28.00 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $202k | NEW | 2.0k | 99.85 |
|
| Aon Shs Cl A (AON) | 0.0 | $202k | NEW | 572.00 | 352.94 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $201k | NEW | 5.0k | 40.42 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $188k | NEW | 16k | 11.49 |
|
| Tal Education Group Sponsored Ads (TAL) | 0.0 | $183k | NEW | 17k | 10.91 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $161k | NEW | 14k | 11.86 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 0.0 | $145k | NEW | 14k | 10.73 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $138k | NEW | 11k | 13.21 |
|
| Figs Cl A (FIGS) | 0.0 | $117k | NEW | 10k | 11.36 |
|
| Suzano S A Spon Ads (SUZ) | 0.0 | $112k | NEW | 12k | 9.34 |
|
| Companhia Paranaense De Ener Sponsored Ads (ELPC) | 0.0 | $103k | NEW | 11k | 9.51 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $102k | NEW | 14k | 7.32 |
|
| Neogen Corporation (NEOG) | 0.0 | $91k | NEW | 13k | 6.99 |
|
| Sprinklr Cl A (CXM) | 0.0 | $87k | NEW | 11k | 7.78 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $87k | NEW | 11k | 8.33 |
|
| Banco Santander Brasil S A Ads Rep 1 Unit (BSBR) | 0.0 | $83k | NEW | 14k | 6.11 |
|
| Nio Spon Ads (NIO) | 0.0 | $82k | NEW | 16k | 5.10 |
|
| Terra Innovatum Global Nv Ord Shs (NKLR) | 0.0 | $80k | NEW | 17k | 4.62 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $77k | NEW | 18k | 4.36 |
|
| Medicus Pharma (MDCX) | 0.0 | $55k | +100% | 36k | 1.53 |
|
| Cytomx Therapeutics (CTMX) | 0.0 | $46k | NEW | 11k | 4.26 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $38k | NEW | 15k | 2.47 |
|
Past Filings by May Hill Capital
SEC 13F filings are viewable for May Hill Capital going back to 2025
- May Hill Capital 2025 Q4 filed Feb. 5, 2026
- May Hill Capital 2025 Q3 filed Nov. 7, 2025
- May Hill Capital 2025 Q2 filed Aug. 1, 2025
- May Hill Capital 2025 Q1 filed April 30, 2025