May Hill Capital, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$764.0B
Holdings
331
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (331 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ABBVABBVIE INC | 6,610 | $1.0B | 0.13% | |
| 102 | CRWVCOREWEAVE INC | 21,896 | $1.0B | 0.13% | |
| 103 | AMDADVANCED MICRO DEVICES INC | 3,184 | $0 | 0.00% | |
| 104 | LRGELEGG MASON ETF INVT | 6,033 | $0 | 0.00% | |
| 105 | UPSUNITED PARCEL SERVICE INC | 3,680 | $0 | 0.00% | |
| 106 | INGING GROEP N.V. | 7,226 | $0 | 0.00% | |
| 107 | PGPROCTER AND GAMBLE CO | 2,840 | $0 | 0.00% | |
| 108 | BIIBBIOGEN INC | 2,084 | $0 | 0.00% | |
| 109 | LTMLATAM AIRLINES GROUP SA | 7,992 | $0 | 0.00% | |
| 110 | URIUNITED RENTALS INC | 372 | $0 | 0.00% | |
| 111 | AMGNAMGEN INC | 1,846 | $0 | 0.00% | |
| 112 | VLOVALERO ENERGY CORP | 1,296 | $0 | 0.00% | |
| 113 | MUMICRON TECHNOLOGY INC | 1,872 | $0 | 0.00% | |
| 114 | PDDPDD HOLDINGS INC | 7,218 | $0 | 0.00% | |
| 115 | DHID R HORTON INC | 2,032 | $0 | 0.00% | |
| 116 | EMREMERSON ELEC CO | 6,354 | $0 | 0.00% | |
| 117 | XLCSELECT SECTOR SPDR TR | 2,771 | $0 | 0.00% | |
| 118 | NWGNATWEST GROUP PLC | 18,380 | $0 | 0.00% | |
| 119 | HBANHUNTINGTON BANCSHARES INC | 15,656 | $0 | 0.00% | |
| 120 | NSYNICE LTD | 1,848 | $0 | 0.00% | |
| 121 | BUFRFIRST TR EXCHNG TRADED FD VI | 8,358 | $0 | 0.00% | |
| 122 | NTESNETEASE INC | 5,746 | $0 | 0.00% | |
| 123 | NOWSERVICENOW INC | 1,726 | $0 | 0.00% | |
| 124 | BUDANHEUSER BUSCH INBEV SA/NV | 7,760 | $0 | 0.00% | |
| 125 | EENI S P A | 6,468 | $0 | 0.00% | |
| 126 | ADPAUTOMATIC DATA PROCESSING IN | 1,656 | $0 | 0.00% | |
| 127 | AZOAUTOZONE INC | 110 | $0 | 0.00% | |
| 128 | LYGLLOYDS BANKING GROUP PLC | 183,360 | $0 | 0.00% | |
| 129 | CARRCARRIER GLOBAL CORPORATION | 4,222 | $0 | 0.00% | |
| 130 | XLYSELECT SECTOR SPDR TR | 2,649 | $0 | 0.00% | |
| 131 | ASXASE TECHNOLOGY HLDG CO LTD | 19,664 | $0 | 0.00% | |
| 132 | ALCALCON AG | 2,652 | $0 | 0.00% | |
| 133 | HWMHOWMET AEROSPACE INC | 2,356 | $0 | 0.00% | |
| 134 | NEOGNEOGEN CORP | 13,048 | $0 | 0.00% | |
| 135 | YMMFULL TRUCK ALLIANCE CO LTD | 13,474 | $0 | 0.00% | |
| 136 | UNHUNITEDHEALTH GROUP INC | 1,896 | $0 | 0.00% | |
| 137 | KLACKLA CORP | 344 | $0 | 0.00% | |
| 138 | QCOMQUALCOMM INC | 2,432 | $0 | 0.00% | |
| 139 | BDCBELDEN INC | 7,862 | $0 | 0.00% | |
| 140 | MFGMIZUHO FINANCIAL GROUP INC | 13,962 | $0 | 0.00% | |
| 141 | PUKNPRUDENTIAL PLC | 9,754 | $0 | 0.00% | |
| 142 | XLFSELECT SECTOR SPDR TR | 3,746 | $0 | 0.00% | |
| 143 | WDCWESTERN DIGITAL CORP | 1,744 | $0 | 0.00% | |
| 144 | DISDISNEY WALT CO | 2,412 | $0 | 0.00% | |
| 145 | UTHUNITED THERAPEUTICS CORP DEL | 490 | $0 | 0.00% | |
| 146 | HUBSHUBSPOT INC | 2,012 | $0 | 0.00% | |
| 147 | MOG/AMOOG INC | 902 | $0 | 0.00% | |
| 148 | DEODIAGEO PLC | 2,454 | $0 | 0.00% | |
| 149 | FIGSFIGS INC | 10,264 | $0 | 0.00% | |
| 150 | PFGCPERFORMANCE FOOD GROUP CO | 2,490 | $0 | 0.00% | |
| 151 | TTTRANE TECHNOLOGIES PLC | 1,034 | $0 | 0.00% | |
| 152 | MDCXMEDICUS PHARMA LTD | 35,622 | $0 | 0.00% | |
| 153 | LACLITHIUM AMERS CORP NEW | 17,660 | $0 | 0.00% | |
| 154 | VODVODAFONE GROUP PLC NEW | 10,480 | $0 | 0.00% | |
| 155 | COPCONOCOPHILLIPS | 6,340 | $0 | 0.00% | |
| 156 | KBHKB HOME | 4,210 | $0 | 0.00% | |
| 157 | SYMSYMBOTIC INC | 3,886 | $0 | 0.00% | |
| 158 | WELLWELLTOWER INC | 3,134 | $0 | 0.00% | |
| 159 | CRWDCROWDSTRIKE HLDGS INC | 620 | $0 | 0.00% | |
| 160 | BLDTOPBUILD CORP | 856 | $0 | 0.00% | |
| 161 | AONAON PLC | 572 | $0 | 0.00% | |
| 162 | BLKBLACKROCK INC | 632 | $0 | 0.00% | |
| 163 | SUZSUZANO S A | 11,960 | $0 | 0.00% | |
| 164 | FNFABRINET | 940 | $0 | 0.00% | |
| 165 | GSKGSK PLC | 16,360 | $0 | 0.00% | |
| 166 | CXCEMEX SAB DE CV | 16,386 | $0 | 0.00% | |
| 167 | TJXTJX COS INC NEW | 4,416 | $0 | 0.00% | |
| 168 | VIVTELEFONICA BRASIL SA | 13,606 | $0 | 0.00% | |
| 169 | COFCAPITAL ONE FINL CORP | 3,172 | $0 | 0.00% | |
| 170 | NEENEXTERA ENERGY INC | 2,660 | $0 | 0.00% | |
| 171 | HIGHARTFORD INSURANCE GROUP INC | 2,492 | $0 | 0.00% | |
| 172 | HPHELMERICH & PAYNE INC | 8,056 | $0 | 0.00% | |
| 173 | HONHONEYWELL INTL INC | 1,054 | $0 | 0.00% | |
| 174 | RRCRANGE RES CORP | 6,814 | $0 | 0.00% | |
| 175 | EXEEXPAND ENERGY CORPORATION | 2,604 | $0 | 0.00% | |
| 176 | WPMWHEATON PRECIOUS METALS CORP | 2,574 | $0 | 0.00% | |
| 177 | SNPSSYNOPSYS INC | 550 | $0 | 0.00% | |
| 178 | ECLECOLAB INC | 794 | $0 | 0.00% | |
| 179 | DHRDANAHER CORPORATION | 1,216 | $0 | 0.00% | |
| 180 | IBNICICI BANK LIMITED | 7,828 | $0 | 0.00% | |
| 181 | DSIISHARES TR | 3,197 | $0 | 0.00% | |
| 182 | BIDUNBAIDU INC | 2,466 | $0 | 0.00% | |
| 183 | CBOECBOE GLOBAL MKTS INC | 1,054 | $0 | 0.00% | |
| 184 | NEMNEWMONT CORP | 2,022 | $0 | 0.00% | |
| 185 | NVRNVR INC | 28 | $0 | 0.00% | |
| 186 | NIONIO INC | 16,072 | $0 | 0.00% | |
| 187 | TTETOTALENERGIES SE | 9,764 | $0 | 0.00% | |
| 188 | SOXLDIREXION SHS ETF TR | 6,627 | $0 | 0.00% | |
| 189 | AMXAMERICA MOVIL SAB DE CV | 19,490 | $0 | 0.00% | |
| 190 | DEDEERE & CO | 974 | $0 | 0.00% | |
| 191 | NKENIKE INC | 7,144 | $0 | 0.00% | |
| 192 | TERTERADYNE INC | 1,098 | $0 | 0.00% | |
| 193 | AEPAMERICAN ELEC PWR CO INC | 4,690 | $0 | 0.00% | |
| 194 | HMCHONDA MOTOR LTD | 12,140 | $0 | 0.00% | |
| 195 | MSIMOTOROLA SOLUTIONS INC | 2,234 | $0 | 0.00% | |
| 196 | NOCNORTHROP GRUMMAN CORP | 1,032 | $0 | 0.00% | |
| 197 | EDGGOLD FIELDS LTD | 4,748 | $0 | 0.00% | |
| 198 | WMWASTE MGMT INC DEL | 1,698 | $0 | 0.00% | |
| 199 | DRIDARDEN RESTAURANTS INC | 1,242 | $0 | 0.00% | |
| 200 | VTIPVANGUARD MALVERN FDS | 5,221 | $0 | 0.00% |