Institutions / May Hill Capital, LLC / Activity
Activity — May Hill Capital, LLC
361 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 78463X509 Common stock | $-1.66M | -32K -51.49% | 30,206 0.33% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.56M | -15K -39.52% | 22,469 0.50% of portfolio | low |
| Q2 2026 as of | Trim | Boston Scientific Corp Common stock | $-1.52M | -36K -49.19% | 36,875 0.33% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-1.35M | -4K -35.50% | 7,496 0.51% of portfolio | low |
| Q2 2026 as of | Trim | CoreWeave, Inc. Common stock | $-1.33M | -13K -61.12% | 8,514 0.18% of portfolio | low |
| Q2 2026 as of | Add | 37960A529 Common stock | $1.30M | +22K +45.24% | 69,711 0.87% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-1.21M | -3K -39.52% | 4,397 0.39% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $1.18M | +10K +686.64% | 11,304 0.28% of portfolio | low |
| Q2 2026 as of | Trim | 464288588 Common stock | $-1.11M | -12K -31.76% | 25,235 0.50% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-1.11M | -1K -45.67% | 1,305 0.28% of portfolio | low |
| Q2 2026 as of | Trim | 46435G672 Common stock | $-1.06M | -21K -32.20% | 44,128 0.47% of portfolio | low |
| Q2 2026 as of | Trim | Netflix Inc Common stock | $-1.04M | -15K -51.06% | 13,967 0.21% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-1.00M | -9K -46.49% | 10,172 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 66987V109 Common stock | $-963.7K | -6K -40.37% | 9,081 0.30% of portfolio | low |
| Q2 2026 as of | Trim | HDB Hdfc Bank Ltd ADR | $-944.5K | -37K -79.70% | 9,313 0.05% of portfolio | low |
| Q2 2026 as of | Trim | HSBC HSBC Holdings PLC ADR | $-934.0K | -10K -41.93% | 13,602 0.27% of portfolio | low |
| Q2 2026 as of | Add | 464287226 Common stock | $926.1K | +9K +37.72% | 34,158 0.71% of portfolio | low |
| Q2 2026 as of | Trim | 780259305 Common stock | $-902.6K | -12K -42.20% | 15,940 0.26% of portfolio | low |
| Q2 2026 as of | New | 25434V880 Common stock | $899.1K | +24K | 24,406 0.19% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny Common stock | $881.0K | +3K | 3,449 0.18% of portfolio | low |
| Q2 2026 as of | Exit | Abbott Laboratories Common stock | $-873.6K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464287721 Common stock | $-866.9K | -3K -17.92% | 15,745 0.83% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-864.2K | -2K -27.25% | 4,611 0.48% of portfolio | low |
| Q2 2026 as of | Trim | ALX Alexanders Inc REIT | $-860.8K | -3K -63.89% | 1,766 0.10% of portfolio | low |
| Q2 2026 as of | New | Sandisk Corp Common stock | $843.6K | +371 | 371 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-833.8K | -783 -42.93% | 1,041 0.23% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-831.7K | -2K -40.39% | 3,578 0.26% of portfolio | low |
| Q2 2026 as of | Exit | PDD PDD Holdings Inc. ADR | $-818.5K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-815.9K | -7K -42.99% | 9,210 0.23% of portfolio | low |
| Q2 2026 as of | Trim | General Motors Co Common stock | $-810.7K | -11K -49.83% | 10,588 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Vornado Realty Trust Common stock | $-808.0K | -21K -55.65% | 16,383 0.13% of portfolio | low |
| Q2 2026 as of | Exit | Hubspot Inc Common stock | $-807.4K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-782.1K | -836 -44.09% | 1,060 0.21% of portfolio | low |
| Q2 2026 as of | Trim | Citigroup Inc Common stock | $-743.7K | -5K -45.85% | 6,276 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-743.2K | -5K -41.93% | 7,530 0.22% of portfolio | low |
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-708.8K | -1K -43.40% | 1,800 0.19% of portfolio | low |
| Q2 2026 as of | New | Cummins Inc Common stock | $680.4K | +954 | 954 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 464288273 Common stock | $-676.0K | -8K -54.45% | 6,872 0.12% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-632.4K | -3K -38.02% | 4,097 0.22% of portfolio | low |
| Q2 2026 as of | Trim | 803054204 Common stock | $-623.2K | -4K -60.23% | 2,670 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 904767803 Common stock | $-617.3K | -10K -52.88% | 9,148 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 464287689 Common stock | $-617.2K | -1K -50.70% | 1,407 0.13% of portfolio | low |
| Q2 2026 as of | Exit | INFY Infosys Ltd ADR | $-600.3K | -34K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Morgan Stanley Common stock | $-593.3K | -3K -41.41% | 4,016 0.18% of portfolio | low |
| Q2 2026 as of | New | 25434V708 Common stock | $593.2K | +13K | 13,372 0.12% of portfolio | low |
| Q2 2026 as of | Trim | 092528603 Common stock | $-591.3K | -11K -29.11% | 27,511 0.30% of portfolio | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-591.2K | -2K -40.48% | 2,326 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Urban Edge Properties Common stock | $-589.8K | -26K -56.05% | 20,213 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Lowes Companies Inc Common stock | $-577.5K | -3K -54.20% | 2,213 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Applied Materials Inc /De Common stock | $-561.1K | -776 -37.49% | 1,294 0.20% of portfolio | low |