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May Hill Capital, LLC

All holdings · as of Jun 30, 2026

256 positions

CompanyClassValueShares% of portfolio
CUMMINS INC$680.4K9540.1%
Philip Morris International Inc.$689.3K3,8100.1%
COCA COLA CO$690.5K8,4960.1%
BANCO SANTANDER SA$694.8K50,3480.1%
NOVO-NORDISK A S$696.5K14,5290.1%
UNITEDHEALTH GROUP INC$728.6K1,7530.2%
GE Vernova Inc.$743.7K6330.2%
BRITISH AMERN TOB PLC$800.3K12,9580.2%
HOME DEPOT, INC.$801.6K2,2730.2%
General Motors Co$816.1K10,5880.2%
Morgan Stanley$839.6K4,0160.2%
Sandisk Corp$843.6K3710.2%
CoreWeave, Inc.$847.5K8,5140.2%
Eaton Corp plc$850.3K1,9960.2%
RTX Corp$857.7K4,5210.2%
GENERAL ELECTRIC CO$869.3K2,3260.2%
CITIGROUP INC$878.4K6,2760.2%
CORNING INC /NY$881.0K3,4490.2%
BANK OF AMERICA CORP /DE$884.4K15,5210.2%
DIMENSIONAL ETF TRUST$899.1K24,4060.2%
Mastercard Inc$924.5K1,8000.2%
VANECK ETF TRUST$930.1K1,4180.2%
APPLIED MATERIALS INC /DE$935.7K1,2940.2%
NUSHARES ETF TR$936.2K7,9980.2%
Merck & Co., Inc.$937.8K7,2980.2%
BHP Group LtdBHPADR$942.7K11,3150.2%
VANGUARD WORLD FD$966.9K7,3120.2%
COSTCO WHOLESALE CORP /NEW$991.7K1,0600.2%
Netflix Inc$997.2K13,9670.2%
Alibaba Group Holding LtdBABAADR$1.00M10,4520.2%
EXXON MOBIL CORP$1.03M7,5300.2%
AbbVie Inc.$1.03M4,0970.2%
INTEL CORP$1.06M7,6270.2%
CISCO SYSTEMS, INC.$1.08M9,2100.2%
CATERPILLAR INC$1.11M1,0410.2%
ISHARES GOLD TR$1.12M14,8010.2%
Walmart Inc.$1.15M10,1720.2%
Visa Inc$1.23M3,5780.3%
SHELL PLC$1.24M15,9400.3%
HSBC HOLDINGS PLCHSBCADR$1.29M13,6020.3%
THE GOLDMAN SACHS GROUP, INC.$1.32M1,3050.3%
INVESCO EXCHANGE TRADED FD T$1.33M20,8000.3%
VANGUARD WORLD FD$1.35M11,3040.3%
JOHNSON & JOHNSON$1.37M5,3920.3%
NOVARTIS AG$1.42M9,0810.3%
ADVANCED MICRO DEVICES INC$1.43M2,4610.3%
BLACKROCK ETF TRUST II$1.44M27,5110.3%
SPDR INDEX SHS FDS$1.56M30,2060.3%
BOSTON SCIENTIFIC CORP$1.57M36,8750.3%
VANGUARD INDEX FDS$1.60M7,3210.3%
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