Institutions / May Hill Capital, LLC / Holdings
Back to May Hill Capital, LLC

May Hill Capital, LLC

All holdings · as of Jun 30, 2026

256 positions

CompanyClassValueShares% of portfolio
PEPSICO INC—$247.8K1,8300.1%
Vertiv Holdings Co—$249.1K7440.1%
Union Pacific Corp—$250.0K9190.1%
FIDELITY MERRIMACK STR TR—$251.0K5,5180.1%
iShares MSCI UAE ETF—$251.9K1,1480.1%
ANALOG DEVICES INC—$253.0K6370.1%
Salesforce Inc—$260.2K1,6610.1%
VANGUARD MALVERN FDS—$262.4K5,2230.1%
iShares MSCI UAE ETF—$264.1K7700.1%
Cigna Group—$268.0K9720.1%
Group 1 Automotive, Inc.—$274.0K9410.1%
AGNICO EAGLE MINES LTD—$274.3K1,7680.1%
SHOPIFY INC—$282.6K2,4750.1%
TEXAS INSTRUMENTS INC—$284.8K9550.1%
CHEVRON CORP—$285.6K1,7230.1%
Vale S.A.VALEADR$287.0K19,0810.1%
SELECT SECTOR SPDR TR—$288.7K2,6950.1%
NOKIA CORP—$289.6K21,8050.1%
ING GROEP N.V.—$293.7K9,3600.1%
ISHARES TR—$295.2K1,9130.1%
MetLife Inc—$298.0K3,5220.1%
Northrop Grumman Corp—$298.5K5860.1%
SELECT SECTOR SPDR TR—$301.3K2,5690.1%
NEXTERA ENERGY INC—$302.7K3,4490.1%
VERTEX PHARMACEUTICALS INC / MA—$306.5K6170.1%
Trane Technologies plc—$312.4K6360.1%
AMERICA MOVIL SAB DE CVAMXADR$314.3K12,0950.1%
Dell Technologies Inc.—$314.5K7290.1%
NATWEST GROUP PLC—$316.9K17,9750.1%
DEERE & CO—$320.3K5050.1%
GILEAD SCIENCES, INC.—$323.8K2,5630.1%
TotalEnergies SE—$328.3K4,2220.1%
Seagate Technology Holdings PLC—$330.0K3420.1%
Marvell Technology, Inc.—$330.1K1,1080.1%
Monolithic Power Systems Inc—$337.3K2440.1%
AMERICAN ELECTRIC POWER CO INC—$340.1K2,4860.1%
STMICROELECTRONICS N V—$340.1K4,5410.1%
COLGATE PALMOLIVE CO—$341.3K3,7230.1%
CAPITAL ONE FINANCIAL CORP—$349.4K1,7410.1%
Marriott International Inc/MD—$356.1K9610.1%
BP PLC—$357.7K9,6800.1%
Howmet Aerospace Inc.—$360.8K1,3420.1%
Welltower, Inc.—$363.4K1,6010.1%
SCHWAB STRATEGIC TR—$365.0K7,5840.1%
WELLS FARGO & COMPANY/MN—$372.2K4,5040.1%
EQUINOR ASA—$376.7K11,9980.1%
VANGUARD STAR FDS—$379.1K4,4350.1%
PROCTER & GAMBLE Co—$379.4K2,5870.1%
BELDEN INC.—$390.4K3,2560.1%
TJX Cos Inc/The—$390.9K2,5800.1%
← PrevPage 2 of 6Next →