May Hill Capital

May Hill Capital as of Dec. 31, 2025

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