May Hill Capital, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$265.1B
Holdings
184
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (184 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HDBHDFC BANK LTD | 6,051 | $402.0M | 0.15% | |
| 102 | SCHCSCHWAB STRATEGIC TR | 11,076 | $397.4M | 0.15% | |
| 103 | VSSVANGUARD INTL EQUITY INDEX F | 3,403 | $393.4M | 0.15% | |
| 104 | BDCBELDEN INC | 3,901 | $391.1M | 0.15% | |
| 105 | KOCOCA COLA CO | 5,431 | $389.0M | 0.15% | |
| 106 | TRVCCITIGROUP INC | 5,394 | $382.9M | 0.14% | |
| 107 | BPBP PLC | 11,318 | $382.4M | 0.14% | |
| 108 | CSCOCISCO SYS INC | 6,152 | $379.7M | 0.14% | |
| 109 | GSKGSK PLC | 9,409 | $364.5M | 0.14% | |
| 110 | PGPROCTER AND GAMBLE CO | 2,124 | $362.0M | 0.14% | |
| 111 | RTXRTX CORPORATION | 2,727 | $361.2M | 0.14% | |
| 112 | GEGE AEROSPACE | 1,780 | $356.3M | 0.13% | |
| 113 | GPIGROUP 1 AUTOMOTIVE INC | 924 | $352.9M | 0.13% | |
| 114 | BMTABRITISH AMERN TOB PLC | 8,314 | $343.9M | 0.13% | |
| 115 | EMREMERSON ELEC CO | 3,050 | $334.4M | 0.13% | |
| 116 | BACBANK AMERICA CORP | 7,974 | $332.8M | 0.13% | |
| 117 | DUKDUKE ENERGY CORP NEW | 2,681 | $327.0M | 0.12% | |
| 118 | LYGLLOYDS BANKING GROUP PLC | 84,725 | $323.6M | 0.12% | |
| 119 | TLHISHARES TR | 3,103 | $321.9M | 0.12% | |
| 120 | CITHE CIGNA GROUP | 947 | $311.6M | 0.12% | |
| 121 | ARWARROW ELECTRS INC | 2,974 | $308.8M | 0.12% | |
| 122 | VRTXVERTEX PHARMACEUTICALS INC | 633 | $306.9M | 0.12% | |
| 123 | RCLROYAL CARIBBEAN GROUP | 1,493 | $306.7M | 0.12% | |
| 124 | LINLINDE PLC | 658 | $306.4M | 0.12% | |
| 125 | CRMSALESFORCE INC | 1,135 | $304.6M | 0.11% | |
| 126 | AEMAGNICO EAGLE MINES LTD | 2,795 | $303.0M | 0.11% | |
| 127 | TTENTOTALENERGIES SE | 4,659 | $301.4M | 0.11% | |
| 128 | LRGELEGG MASON ETF INVT | 4,285 | $299.0M | 0.11% | |
| 129 | COPCONOCOPHILLIPS | 2,804 | $294.4M | 0.11% | |
| 130 | SNYSANOFI | 5,227 | $289.9M | 0.11% | |
| 131 | SOSOUTHERN CO | 3,137 | $288.5M | 0.11% | |
| 132 | SPGIS&P GLOBAL INC | 567 | $288.1M | 0.11% | |
| 133 | SCHXSCHWAB STRATEGIC TR | 13,041 | $288.0M | 0.11% | |
| 134 | SUSBISHARES TR | 11,410 | $285.1M | 0.11% | |
| 135 | AIGAMERICAN INTL GROUP INC | 3,237 | $281.4M | 0.11% | |
| 136 | SHOPSHOPIFY INC | 2,942 | $280.9M | 0.11% | |
| 137 | AKXANSYS INC | 880 | $278.6M | 0.11% | |
| 138 | AXPAMERICAN EXPRESS CO | 1,029 | $276.9M | 0.10% | |
| 139 | CBCHUBB LIMITED | 895 | $270.3M | 0.10% | |
| 140 | IAU*ISHARES GOLD TR | 4,435 | $261.5M | 0.10% | |
| 141 | VGTVANGUARD WORLD FD | 479 | $259.8M | 0.10% | |
| 142 | DWDMORGAN STANLEY | 2,224 | $259.5M | 0.10% | |
| 143 | TDYTELEDYNE TECHNOLOGIES INC | 518 | $257.8M | 0.10% | |
| 144 | ETNEATON CORP PLC | 946 | $257.0M | 0.10% | |
| 145 | NOCNORTHROP GRUMMAN CORP | 501 | $256.5M | 0.10% | |
| 146 | NXPINXP SEMICONDUCTORS N V | 1,348 | $256.2M | 0.10% | |
| 147 | BLKBLACKROCK INC | 270 | $255.6M | 0.10% | |
| 148 | BINCBLACKROCK ETF TRUST II | 4,877 | $255.5M | 0.10% | |
| 149 | MBBISHARES TR | 2,658 | $249.3M | 0.09% | |
| 150 | HONHONEYWELL INTL INC | 1,157 | $245.0M | 0.09% | |
| 151 | HESHESS CORP | 1,520 | $242.8M | 0.09% | |
| 152 | IUSVISHARES TR | 2,537 | $234.1M | 0.09% | |
| 153 | METMETLIFE INC | 2,912 | $233.8M | 0.09% | |
| 154 | AEPAMERICAN ELEC PWR CO INC | 2,119 | $231.5M | 0.09% | |
| 155 | USHYISHARES TR | 6,281 | $231.2M | 0.09% | |
| 156 | JBGSJBG SMITH PPTYS | 14,215 | $229.0M | 0.09% | |
| 157 | GILDGILEAD SCIENCES INC | 2,033 | $227.8M | 0.09% | |
| 158 | RYROYAL BK CDA | 1,991 | $224.4M | 0.08% | |
| 159 | CATCATERPILLAR INC | 678 | $223.6M | 0.08% | |
| 160 | UNPUNION PAC CORP | 939 | $221.8M | 0.08% | |
| 161 | CRUSCIRRUS LOGIC INC | 2,220 | $221.2M | 0.08% | |
| 162 | PANWPALO ALTO NETWORKS INC | 1,293 | $220.6M | 0.08% | |
| 163 | BAPCREDICORP LTD | 1,182 | $220.0M | 0.08% | |
| 164 | DSIISHARES TR | 2,139 | $219.1M | 0.08% | |
| 165 | QCOMQUALCOMM INC | 1,416 | $217.5M | 0.08% | |
| 166 | EQNREQUINOR ASA | 8,192 | $216.7M | 0.08% | |
| 167 | HYLBDBX ETF TR | 5,891 | $213.0M | 0.08% | |
| 168 | VALEVALE S A | 21,278 | $212.4M | 0.08% | |
| 169 | NDQINVESCO QQQ TR | 452 | $212.0M | 0.08% | |
| 170 | AZOAUTOZONE INC | 55 | $209.7M | 0.08% | |
| 171 | TJXTJX COS INC NEW | 1,713 | $208.6M | 0.08% | |
| 172 | NTESNETEASE INC | 2,011 | $207.0M | 0.08% | |
| 173 | INTUINTUIT | 331 | $203.2M | 0.08% | |
| 174 | DEDEERE & CO | 430 | $201.8M | 0.08% | |
| 175 | WELLWELLTOWER INC | 1,306 | $200.1M | 0.08% | |
| 176 | MUFGMITSUBISHI UFJ FINL GROUP IN | 11,258 | $153.4M | 0.06% | |
| 177 | SANBANCO SANTANDER S.A. | 21,917 | $146.8M | 0.06% | |
| 178 | VODVODAFONE GROUP PLC NEW | 15,574 | $145.9M | 0.06% | |
| 179 | HLNHALEON PLC | 11,836 | $121.8M | 0.05% | |
| 180 | NOKNOKIA CORP | 16,456 | $86.7M | 0.03% | |
| 181 | ITUBITAU UNIBANCO HLDG S A | 15,483 | $85.2M | 0.03% | |
| 182 | TELFYTELEFONICA S A | 16,757 | $78.1M | 0.03% | |
| 183 | BSBRBANCO SANTANDER BRASIL S A | 13,419 | $63.2M | 0.02% | |
| 184 | NIONIO INC | 12,668 | $48.3M | 0.02% |
PreviousPage 2 of 2