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 251–300 of 331
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 550 | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 5K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 7K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 720 | $100K–$500K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 11K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| BCS | BARCLAYS PLC | 10K | $100K–$500K | SH |
| ITUB | ITAU UNIBANCO HLDG S A | 35K | $100K–$500K | SH |
| MT | ARCELORMITTAL SA LUXEMBOURG | 5K | $100K–$500K | SH |
| E | ENI S P A | 6K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 364 | $100K–$500K | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 3K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 420 | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 8K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 686 | $100K–$500K | SH |
| RRC | RANGE RES CORP | 7K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 490 | $100K–$500K | SH |
| KBH | KB HOME | 4K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| IBN | ICICI BANK LIMITED | 8K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| SYM | SYMBOTIC INC | 4K | $100K–$500K | SH |
| HP | HELMERICH & PAYNE INC | 8K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| IT | GARTNER INC | 908 | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 588 | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 1K | $100K–$500K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 12K | $100K–$500K | SH |
| PFGC | PERFORMANCE FOOD GROUP CO | 2K | $100K–$500K | SH |
| PL | PLANET LABS PBC | 11K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 4K | $100K–$500K | SH |
| UMC | UNITED MICROELECTRONICS CORP | 28K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 2K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 472 | $100K–$500K | SH |
| MOG.A | MOOG INC | 902 | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| SNA | SNAP ON INC | 636 | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO | 5K | $100K–$500K | SH |
| WWD | WOODWARD INC | 716 | $100K–$500K | SH |
| LW | LAMB WESTON HLDGS INC | 5K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| TER | TERADYNE INC | 1K | $100K–$500K | SH |
| ON | ON SEMICONDUCTOR CORP | 4K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 274 | $100K–$500K | SH |