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May Hill Capital, LLC

All holdings · as of Jun 30, 2026

256 positions

CompanyClassValueShares% of portfolio
Medicus Pharma Ltd.MDCXCommon Stock$22.6K50,6220.0%
WIPRO LTDWITADR$27.0K12,0150.0%
AMBEV S.A.ABEVADR$101.8K32,4220.0%
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBSADR$104.8K18,1350.0%
Mizuho Financial Group, Inc.MFGADR$111.6K11,6530.0%
AEGON LTD.AEGNY Reg Shrs$149.6K17,7300.0%
CEMEX SAB DE CVCXADR$154.1K12,8450.0%
Itau Unibanco Holding S.A.ITUBADR$161.1K19,7200.0%
HALEON PLC$175.1K18,7720.0%
TELEFONAKTIEBOLAGET LM ERICS$177.1K15,8800.0%
PRUDENTIAL PLC$201.3K7,5080.0%
Valero Energy Corp$201.8K7750.0%
DIAGEO PLC$202.0K2,5130.0%
JBG SMITH Properties$203.4K13,8680.0%
ICICI BANK LTDIBNADR$205.1K7,0640.0%
Uber Technologies, Inc$206.9K2,8670.0%
JD.com,Inc.JDADR$209.0K8,2020.0%
ARCELORMITTAL SA LUXEMBOURG$209.7K3,4820.0%
VANGUARD WELLINGTON FD$213.5K1,2070.0%
INVESCO EXCH TRADED FD TR II$215.1K3,5680.0%
VANGUARD INTL EQUITY INDEX F$216.2K1,4010.0%
BRISTOL MYERS SQUIBB CO$218.6K3,7930.0%
United Rentals Inc$218.6K1930.0%
TransDigm Group Inc.$219.8K1650.0%
Walt Disney Co$220.5K2,2910.0%
NORFOLK SOUTHERN CORP$223.0K7090.0%
United Parcel Service Inc$224.5K2,0880.0%
SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFGADR$224.9K9,5390.0%
PFIZER INC$225.0K9,3430.0%
Monster Beverage Corp$225.6K2,3470.0%
ServiceNow Inc$226.0K2,2760.0%
GENERAL DYNAMICS CORP$226.2K6390.0%
KONINKLIJKE PHILIPS N V$226.2K8,3200.0%
QUALCOMM INC/DE$226.7K1,2270.0%
iShares MSCI UAE ETF$227.4K2,2260.0%
AFLAC INC$227.9K1,9440.0%
S&P Global Inc.$228.1K5600.0%
BIOGEN INC.$229.2K1,0610.0%
VERIZON COMMUNICATIONS INC$230.7K5,4490.0%
AMERICAN INTERNATIONAL GROUP, INC.$233.1K3,1280.0%
CARRIER GLOBAL Corp$234.2K3,1930.0%
Fabrinet$234.4K4170.0%
Rockwell Automation Inc$234.7K4740.0%
AUTOMATIC DATA PROCESSING INC$235.4K1,0510.0%
RYDER SYSTEM INC$237.1K8990.0%
Baker Hughes Co$238.5K4,2970.0%
HDFC BANK LTDHDBADR$240.6K9,3130.1%
KIMBERLY CLARK CORP$240.6K2,1920.1%
AMPHENOL CORP /DE$244.8K1,3890.1%
HARTFORD FDS EXCHANGE TRADED$247.8K7,3440.1%
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