May Hill Capital, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$341.2B
Holdings
190
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (190 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | UNHUNITEDHEALTH GROUP INC | 1,463 | $505.2M | 0.15% | |
| 102 | RPGINVESCO EXCHANGE TRADED FD T | 10,400 | $496.3M | 0.15% | |
| 103 | RTXRTX CORPORATION | 2,921 | $488.8M | 0.14% | |
| 104 | RCLROYAL CARIBBEAN GROUP | 1,486 | $480.8M | 0.14% | |
| 105 | BDCBELDEN INC | 3,931 | $472.8M | 0.14% | |
| 106 | AEMAGNICO EAGLE MINES LTD | 2,781 | $468.8M | 0.14% | |
| 107 | NVONOVO-NORDISK A S | 8,404 | $466.3M | 0.14% | |
| 108 | SCHCSCHWAB STRATEGIC TR | 10,209 | $464.6M | 0.14% | |
| 109 | ABTABBOTT LABS | 3,341 | $447.5M | 0.13% | |
| 110 | UEURBAN EDGE PPTYS | 21,806 | $446.4M | 0.13% | |
| 111 | FISVFISERV INC | 3,438 | $443.3M | 0.13% | |
| 112 | MRKMERCK & CO INC | 5,012 | $420.6M | 0.12% | |
| 113 | EMREMERSON ELEC CO | 3,168 | $415.6M | 0.12% | |
| 114 | NTESNETEASE INC | 2,705 | $411.1M | 0.12% | |
| 115 | GPIGROUP 1 AUTOMOTIVE INC | 933 | $408.2M | 0.12% | |
| 116 | CATCATERPILLAR INC | 850 | $405.6M | 0.12% | |
| 117 | AXPAMERICAN EXPRESS CO | 1,217 | $404.2M | 0.12% | |
| 118 | TMTOYOTA MOTOR CORP | 2,079 | $397.3M | 0.12% | |
| 119 | LYGLLOYDS BANKING GROUP PLC | 86,329 | $391.9M | 0.11% | |
| 120 | ETNEATON CORP PLC | 1,035 | $387.2M | 0.11% | |
| 121 | IXUSISHARES TR | 4,598 | $379.7M | 0.11% | |
| 122 | MUFGMITSUBISHI UFJ FINL GROUP IN | 23,655 | $377.1M | 0.11% | |
| 123 | BLKBLACKROCK INC | 323 | $376.6M | 0.11% | |
| 124 | DUKDUKE ENERGY CORP NEW | 3,022 | $374.0M | 0.11% | |
| 125 | BHPBHP GROUP LTD | 6,679 | $372.4M | 0.11% | |
| 126 | KOCOCA COLA CO | 5,565 | $369.1M | 0.11% | |
| 127 | PGPROCTER AND GAMBLE CO | 2,386 | $366.6M | 0.11% | |
| 128 | IBMINTERNATIONAL BUSINESS MACHS | 1,289 | $363.6M | 0.11% | |
| 129 | SHOPSHOPIFY INC | 2,414 | $358.7M | 0.11% | |
| 130 | LINLINDE PLC | 740 | $351.5M | 0.10% | |
| 131 | GEVGE VERNOVA INC | 560 | $344.3M | 0.10% | |
| 132 | GSKGSK PLC | 7,924 | $342.0M | 0.10% | |
| 133 | CBCHUBB LIMITED | 1,191 | $336.2M | 0.10% | |
| 134 | WPPWPP PLC NEW | 13,281 | $332.7M | 0.10% | |
| 135 | COFCAPITAL ONE FINL CORP | 1,550 | $329.6M | 0.10% | |
| 136 | PEPPEPSICO INC | 2,346 | $329.5M | 0.10% | |
| 137 | MCDMCDONALDS CORP | 1,076 | $327.0M | 0.10% | |
| 138 | JBGSJBG SMITH PPTYS | 14,498 | $322.6M | 0.09% | |
| 139 | NOCNORTHROP GRUMMAN CORP | 526 | $320.5M | 0.09% | |
| 140 | SPGIS&P GLOBAL INC | 652 | $317.4M | 0.09% | |
| 141 | IBNICICI BANK LIMITED | 10,342 | $312.6M | 0.09% | |
| 142 | SOSOUTHERN CO | 3,296 | $312.4M | 0.09% | |
| 143 | TTENTOTALENERGIES SE | 5,133 | $306.4M | 0.09% | |
| 144 | RIORIO TINTO PLC | 4,596 | $303.4M | 0.09% | |
| 145 | VSSVANGUARD INTL EQUITY INDEX F | 2,117 | $301.8M | 0.09% | |
| 146 | COPCONOCOPHILLIPS | 3,126 | $295.7M | 0.09% | |
| 147 | LTMLATAM AIRLINES GROUP SA | 6,505 | $294.4M | 0.09% | |
| 148 | TJXTJX COS INC NEW | 2,002 | $289.4M | 0.08% | |
| 149 | SESEA LTD | 1,560 | $278.8M | 0.08% | |
| 150 | LRGELEGG MASON ETF INVT | 3,314 | $276.3M | 0.08% | |
| 151 | TYLTYLER TECHNOLOGIES INC | 522 | $273.1M | 0.08% | |
| 152 | NGGNATIONAL GRID PLC | 3,740 | $271.8M | 0.08% | |
| 153 | WFCWELLS FARGO CO NEW | 3,235 | $271.2M | 0.08% | |
| 154 | CRMSALESFORCE INC | 1,144 | $271.1M | 0.08% | |
| 155 | CITHE CIGNA GROUP | 934 | $269.2M | 0.08% | |
| 156 | HWMHOWMET AEROSPACE INC | 1,334 | $261.8M | 0.08% | |
| 157 | SANBANCO SANTANDER S.A. | 24,713 | $259.0M | 0.08% | |
| 158 | AZOAUTOZONE INC | 60 | $257.4M | 0.08% | |
| 159 | AEPAMERICAN ELEC PWR CO INC | 2,280 | $256.5M | 0.08% | |
| 160 | AMGNAMGEN INC | 906 | $255.8M | 0.07% | |
| 161 | WELLWELLTOWER INC | 1,431 | $254.9M | 0.07% | |
| 162 | FLOTISHARES TR | 4,916 | $251.1M | 0.07% | |
| 163 | VRTXVERTEX PHARMACEUTICALS INC | 640 | $250.7M | 0.07% | |
| 164 | METMETLIFE INC | 3,033 | $249.8M | 0.07% | |
| 165 | AIGAMERICAN INTL GROUP INC | 3,152 | $247.6M | 0.07% | |
| 166 | INTUINTUIT | 359 | $245.2M | 0.07% | |
| 167 | GILDGILEAD SCIENCES INC | 2,198 | $244.0M | 0.07% | |
| 168 | SMHVANECK ETF TRUST | 733 | $239.2M | 0.07% | |
| 169 | BPBP PLC | 6,824 | $235.2M | 0.07% | |
| 170 | PFEPFIZER INC | 9,211 | $234.7M | 0.07% | |
| 171 | ARWARROW ELECTRS INC | 1,906 | $230.6M | 0.07% | |
| 172 | UBERUBER TECHNOLOGIES INC | 2,330 | $228.3M | 0.07% | |
| 173 | NDQINVESCO QQQ TR | 380 | $228.0M | 0.07% | |
| 174 | TTTRANE TECHNOLOGIES PLC | 539 | $227.4M | 0.07% | |
| 175 | AMDADVANCED MICRO DEVICES INC | 1,354 | $219.1M | 0.06% | |
| 176 | QCOMQUALCOMM INC | 1,298 | $215.9M | 0.06% | |
| 177 | EQNREQUINOR ASA | 8,841 | $215.5M | 0.06% | |
| 178 | IDMOINVESCO EXCH TRADED FD TR II | 3,946 | $213.1M | 0.06% | |
| 179 | GLDMWORLD GOLD TR | 2,777 | $212.3M | 0.06% | |
| 180 | PANWPALO ALTO NETWORKS INC | 1,032 | $210.1M | 0.06% | |
| 181 | ICEINTERCONTINENTAL EXCHANGE IN | 1,206 | $203.2M | 0.06% | |
| 182 | DSIISHARES TR | 1,608 | $202.5M | 0.06% | |
| 183 | DEDEERE & CO | 441 | $201.7M | 0.06% | |
| 184 | PBRPETROLEO BRASILEIRO SA PETRO | 14,251 | $180.4M | 0.05% | |
| 185 | VALEVALE S A | 12,799 | $139.0M | 0.04% | |
| 186 | ERICTELEFONAKTIEBOLAGET LM ERICS | 12,973 | $107.3M | 0.03% | |
| 187 | HLNHALEON PLC | 10,431 | $93.6M | 0.03% | |
| 188 | UMCUNITED MICROELECTRONICS CORP | 12,069 | $91.5M | 0.03% | |
| 189 | MDCXMEDICUS PHARMA LTD | 17,811 | $41.2M | 0.01% | |
| 190 | MRVIMARAVAI LIFESCIENCES HLDGS I | 12,462 | $35.8M | 0.01% |
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