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May Hill Capital, LLC

All holdings · as of Jun 30, 2026

256 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$391.8K4,1050.1%
Motorola Solutions, Inc.$392.1K9440.1%
AMGEN INC$395.6K1,0920.1%
NATIONAL GRID PLC$397.4K4,7950.1%
MCDONALD'S CORP$399.0K1,4760.1%
ConocoPhillips$405.1K3,8970.1%
BARCLAYS PLC$407.0K15,1540.1%
FIRST TR EXCHNG TRADED FD VI$410.9K11,2490.1%
Toyota Motor CorporationTMADR$411.1K2,4410.1%
CrowdStrike Holdings, Inc.$411.3K5390.1%
SAP SE$411.5K2,6700.1%
SOUTHERN CO$423.7K4,4260.1%
Duke Energy Corp$434.1K3,4300.1%
ROYAL CARIBBEAN CRUISES LTD$434.7K1,3690.1%
AMERICAN CENTY ETF TR$439.4K4,8170.1%
NetEase, Inc.NTESADR$441.7K3,4470.1%
BlackRock, Inc.$445.2K4630.1%
Palantir Technologies Inc$446.6K3,8280.1%
UNITED MICROELECTRONICS CORPUMCADR$451.0K16,5740.1%
ORACLE CORP$453.6K3,0950.1%
ISHARES TR$455.2K3,1970.1%
Urban Edge Properties$462.5K20,2130.1%
LEGG MASON ETF INVT$468.0K5,4640.1%
ASTRAZENECA PLC$480.7K2,5350.1%
ALEXANDERS INCALXREIT$486.6K1,7660.1%
EMERSON ELECTRIC CO$487.1K3,4030.1%
LOWES COMPANIES INC$487.9K2,2130.1%
Booking Holdings Inc$493.4K2,7680.1%
CSX CORP$493.9K10,3920.1%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$502.9K25,2830.1%
SPDR INDEX SHS FDS$508.7K10,0960.1%
Sony Group CorpSONYADR$509.9K25,4190.1%
GSK PLC$524.0K9,9970.1%
LINDE PLC$538.2K1,0370.1%
UNILEVER PLC$550.0K9,1480.1%
DIMENSIONAL ETF TRUST$558.1K10,7960.1%
ASE Technology Holding Co., Ltd.ASXADR$558.3K12,3730.1%
ISHARES TR$565.4K6,8720.1%
DIMENSIONAL ETF TRUST$593.2K13,3720.1%
ISHARES TR$600.1K1,4070.1%
RIO TINTO PLC$605.9K6,3830.1%
ANHEUSER BUSCH INBEV SA NV$607.7K7,3750.1%
KLA CORP$608.6K2,0170.1%
INTERNATIONAL BUSINESS MACHINES CORP$616.6K2,1930.1%
Chubb Ltd$618.3K1,8150.1%
LLOYDS BANKING GROUP PLC$625.2K107,2440.1%
VORNADO REALTY TRUST$643.9K16,3830.1%
AMERICAN EXPRESS CO$646.1K1,9100.1%
Western Digital Corp$673.2K1,0540.1%
Palo Alto Networks Inc$679.7K1,9930.1%
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