CIK 2056340
May Hill Capital, LLC
Institutional 13F holdings & portfolio
Holdings
331
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 331
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| HMC | HONDA MOTOR LTD | 12K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| BLD | TOPBUILD CORP | 856 | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 264 | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 2K | $100K–$500K | SH |
| R | RYDER SYS INC | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 578 | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 4K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| PHG | KONINKLIJKE PHILIPS N V | 12K | $100K–$500K | SH |
| BIDU | BAIDU INC | 2K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 18K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 11K | $100K–$500K | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 20K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 8K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 784 | $100K–$500K | SH |
| ARGX | ARGENX SE | 368 | $100K–$500K | SH |
| PUK | PRUDENTIAL PLC | 10K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 934 | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 3K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 372 | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| EQNR | EQUINOR ASA | 12K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 620 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 3K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 3K | $100K–$500K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| PPL | PPL CORP | 8K | $100K–$500K | SH |
| SOXL | DIREXION SHS ETF TR | 7K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| HLN | HALEON PLC | 27K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 28K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| LEGN | LEGEND BIOTECH CORP | 13K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 7K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 16K | $100K–$500K | SH |
| KVUE | KENVUE INC | 16K | $100K–$500K | SH |
| BEKE | KE HLDGS INC | 17K | $100K–$500K | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 6K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 1K | $100K–$500K | SH |