May Hill Capital, LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$303.7B
Holdings
205
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (205 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 6,562 | $464.3M | 0.15% | |
| 102 | BDCBELDEN INC | 3,931 | $455.2M | 0.15% | |
| 103 | BMTABRITISH AMERN TOB PLC | 9,584 | $453.6M | 0.15% | |
| 104 | BUDANHEUSER BUSCH INBEV SA/NV | 6,469 | $444.6M | 0.15% | |
| 105 | IXUSISHARES TR | 5,696 | $440.4M | 0.14% | |
| 106 | EMREMERSON ELEC CO | 3,098 | $413.1M | 0.14% | |
| 107 | RTXRTX CORPORATION | 2,821 | $411.9M | 0.14% | |
| 108 | SMHVANECK ETF TRUST | 1,466 | $408.8M | 0.13% | |
| 109 | UEURBAN EDGE PPTYS | 21,806 | $406.9M | 0.13% | |
| 110 | GPIGROUP 1 AUTOMOTIVE INC | 931 | $406.6M | 0.13% | |
| 111 | VSSVANGUARD INTL EQUITY INDEX F | 2,926 | $393.2M | 0.13% | |
| 112 | BACBANK AMERICA CORP | 8,297 | $392.6M | 0.13% | |
| 113 | TMTOYOTA MOTOR CORP | 2,272 | $391.4M | 0.13% | |
| 114 | JNJJOHNSON & JOHNSON | 2,522 | $385.2M | 0.13% | |
| 115 | GSKGSK PLC | 9,923 | $381.0M | 0.13% | |
| 116 | IBMINTERNATIONAL BUSINESS MACHS | 1,291 | $380.4M | 0.13% | |
| 117 | AXPAMERICAN EXPRESS CO | 1,178 | $375.8M | 0.12% | |
| 118 | BABOEING CO | 1,793 | $375.7M | 0.12% | |
| 119 | MRKMERCK & CO INC | 4,705 | $372.4M | 0.12% | |
| 120 | ETNEATON CORP PLC | 1,043 | $372.2M | 0.12% | |
| 121 | LOWLOWES COS INC | 1,624 | $360.3M | 0.12% | |
| 122 | HIMUBLACKROCK ETF TRUST II | 7,300 | $355.0M | 0.12% | |
| 123 | SPGIS&P GLOBAL INC | 657 | $346.5M | 0.11% | |
| 124 | LYGLLOYDS BANKING GROUP PLC | 80,729 | $343.1M | 0.11% | |
| 125 | LINLINDE PLC | 726 | $340.6M | 0.11% | |
| 126 | DUKDUKE ENERGY CORP NEW | 2,881 | $339.9M | 0.11% | |
| 127 | LRGELEGG MASON ETF INVT | 4,285 | $339.8M | 0.11% | |
| 128 | IBNICICI BANK LIMITED | 10,041 | $337.8M | 0.11% | |
| 129 | NTESNETEASE INC | 2,487 | $334.7M | 0.11% | |
| 130 | XLYSELECT SECTOR SPDR TR | 1,531 | $332.7M | 0.11% | |
| 131 | AEMAGNICO EAGLE MINES LTD | 2,761 | $328.4M | 0.11% | |
| 132 | MCDMCDONALDS CORP | 1,098 | $320.8M | 0.11% | |
| 133 | CRMSALESFORCE INC | 1,154 | $314.7M | 0.10% | |
| 134 | XLCSELECT SECTOR SPDR TR | 2,897 | $314.4M | 0.10% | |
| 135 | CATCATERPILLAR INC | 809 | $314.1M | 0.10% | |
| 136 | COFCAPITAL ONE FINL CORP | 1,470 | $312.9M | 0.10% | |
| 137 | CITHE CIGNA GROUP | 941 | $311.1M | 0.10% | |
| 138 | TYLTYLER TECHNOLOGIES INC | 523 | $310.1M | 0.10% | |
| 139 | SHOPSHOPIFY INC | 2,662 | $307.1M | 0.10% | |
| 140 | GEVGE VERNOVA INC | 578 | $305.8M | 0.10% | |
| 141 | AKXANSYS INC | 865 | $303.8M | 0.10% | |
| 142 | DWDMORGAN STANLEY | 2,132 | $300.4M | 0.10% | |
| 143 | VRTXVERTEX PHARMACEUTICALS INC | 673 | $299.6M | 0.10% | |
| 144 | BLKBLACKROCK INC | 285 | $299.0M | 0.10% | |
| 145 | SOSOUTHERN CO | 3,255 | $298.9M | 0.10% | |
| 146 | TTENTOTALENERGIES SE | 4,768 | $292.7M | 0.10% | |
| 147 | INFYINFOSYS LTD | 15,295 | $283.4M | 0.09% | |
| 148 | CBCHUBB LIMITED | 969 | $280.7M | 0.09% | |
| 149 | COPCONOCOPHILLIPS | 3,046 | $273.3M | 0.09% | |
| 150 | AIGAMERICAN INTL GROUP INC | 3,189 | $272.9M | 0.09% | |
| 151 | INTUINTUIT | 345 | $271.7M | 0.09% | |
| 152 | MUFGMITSUBISHI UFJ FINL GROUP IN | 19,757 | $271.1M | 0.09% | |
| 153 | TAT&T INC | 9,177 | $265.6M | 0.09% | |
| 154 | ARWARROW ELECTRS INC | 2,042 | $260.2M | 0.09% | |
| 155 | AMGNAMGEN INC | 929 | $259.5M | 0.09% | |
| 156 | PDDPDD HOLDINGS INC | 2,448 | $256.2M | 0.08% | |
| 157 | NOCNORTHROP GRUMMAN CORP | 506 | $253.0M | 0.08% | |
| 158 | JBGSJBG SMITH PPTYS | 14,422 | $249.5M | 0.08% | |
| 159 | DSIISHARES TR | 2,139 | $248.5M | 0.08% | |
| 160 | WFCWELLS FARGO CO NEW | 3,064 | $245.5M | 0.08% | |
| 161 | NGGNATIONAL GRID PLC | 3,286 | $244.5M | 0.08% | |
| 162 | HWMHOWMET AEROSPACE INC | 1,309 | $243.6M | 0.08% | |
| 163 | DEDEERE & CO | 477 | $242.6M | 0.08% | |
| 164 | METMETLIFE INC | 2,969 | $238.8M | 0.08% | |
| 165 | GILDGILEAD SCIENCES INC | 2,144 | $237.7M | 0.08% | |
| 166 | XLFSELECT SECTOR SPDR TR | 4,471 | $234.1M | 0.08% | |
| 167 | TTTRANE TECHNOLOGIES PLC | 519 | $227.0M | 0.07% | |
| 168 | SESEA LTD | 1,407 | $225.0M | 0.07% | |
| 169 | TJXTJX COS INC NEW | 1,818 | $224.5M | 0.07% | |
| 170 | ACNACCENTURE PLC IRELAND | 746 | $223.0M | 0.07% | |
| 171 | AEPAMERICAN ELEC PWR CO INC | 2,145 | $222.5M | 0.07% | |
| 172 | XLVSELECT SECTOR SPDR TR | 1,624 | $218.9M | 0.07% | |
| 173 | UNHUNITEDHEALTH GROUP INC | 700 | $218.4M | 0.07% | |
| 174 | AZOAUTOZONE INC | 58 | $215.3M | 0.07% | |
| 175 | QCOMQUALCOMM INC | 1,350 | $215.0M | 0.07% | |
| 176 | ICEINTERCONTINENTAL EXCHANGE IN | 1,165 | $213.7M | 0.07% | |
| 177 | QUALISHARES TR | 1,168 | $213.6M | 0.07% | |
| 178 | UBERUBER TECHNOLOGIES INC | 2,282 | $212.9M | 0.07% | |
| 179 | ADPAUTOMATIC DATA PROCESSING IN | 689 | $212.5M | 0.07% | |
| 180 | WELLWELLTOWER INC | 1,380 | $212.1M | 0.07% | |
| 181 | SOXLDIREXION SHS ETF TR | 8,345 | $209.5M | 0.07% | |
| 182 | NDQINVESCO QQQ TR | 379 | $209.3M | 0.07% | |
| 183 | RIORIO TINTO PLC | 3,574 | $208.5M | 0.07% | |
| 184 | SANBANCO SANTANDER S.A. | 24,166 | $200.6M | 0.07% | |
| 185 | VALEVALE S A | 12,462 | $121.0M | 0.04% | |
| 186 | MDCXMEDICUS PHARMA LTD | 35,622 | $106.5M | 0.04% | |
| 187 | UMCUNITED MICROELECTRONICS CORP | 12,460 | $95.3M | 0.03% | |
| 188 | HPPHUDSON PAC PPTYS INC | 26,985 | $73.9M | 0.02% | |
| 189 | PLPLANET LABS PBC | 10,195 | $62.2M | 0.02% | |
| 190 | NOKNOKIA CORP | 11,979 | $62.1M | 0.02% | |
| 191 | MRVIMARAVAI LIFESCIENCES HLDGS I | 22,510 | $54.2M | 0.02% | |
| 192 | RCKTROCKET PHARMACEUTICALS INC | 19,939 | $48.9M | 0.02% | |
| 193 | SSPSCRIPPS E W CO OHIO | 16,221 | $47.7M | 0.02% | |
| 194 | ULCCFRONTIER GROUP HLDGS INC | 11,464 | $41.6M | 0.01% | |
| 195 | HOUSANYWHERE REAL ESTATE INC | 11,017 | $39.9M | 0.01% | |
| 196 | CMTGCLAROS MTG TR INC | 13,826 | $39.4M | 0.01% | |
| 197 | RLAYRELAY THERAPEUTICS INC | 10,914 | $37.8M | 0.01% | |
| 198 | TSHATAYSHA GENE THERAPIES INC | 16,051 | $37.1M | 0.01% | |
| 199 | AMCAMC ENTMT HLDGS INC | 11,127 | $34.5M | 0.01% | |
| 200 | LULUFAX HOLDING LTD | 12,312 | $34.4M | 0.01% |