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 |
|---|---|---|---|---|---|
| 201 | IXUSISHARES TR | 9,088 | $0 | 0.00% | |
| 202 | FASTFASTENAL CO | 5,412 | $0 | 0.00% | |
| 203 | GPIGROUP 1 AUTOMOTIVE INC | 1,862 | $0 | 0.00% | |
| 204 | RPGINVESCO EXCHANGE TRADED FD T | 20,800 | $0 | 0.00% | |
| 205 | ADIANALOG DEVICES INC | 1,002 | $0 | 0.00% | |
| 206 | BPBP PLC | 15,056 | $0 | 0.00% | |
| 207 | APHAMPHENOL CORP NEW | 2,188 | $0 | 0.00% | |
| 208 | ERICTELEFONAKTIEBOLAGET LM ERICS | 28,470 | $0 | 0.00% | |
| 209 | CXMSPRINKLR INC | 11,240 | $0 | 0.00% | |
| 210 | SNASNAP ON INC | 636 | $0 | 0.00% | |
| 211 | SOSOUTHERN CO | 6,666 | $0 | 0.00% | |
| 212 | VRTXVERTEX PHARMACEUTICALS INC | 1,332 | $0 | 0.00% | |
| 213 | ELVELEVANCE HEALTH INC FORMERLY | 686 | $0 | 0.00% | |
| 214 | EQIXEQUINIX INC | 274 | $0 | 0.00% | |
| 215 | WENWENDYS CO | 10,498 | $0 | 0.00% | |
| 216 | CEGCONSTELLATION ENERGY CORP | 720 | $0 | 0.00% | |
| 217 | ROKROCKWELL AUTOMATION INC | 588 | $0 | 0.00% | |
| 218 | PLPLANET LABS PBC | 11,350 | $0 | 0.00% | |
| 219 | NKLRTERRA INNOVATUM GLOBAL NV | 17,326 | $0 | 0.00% | |
| 220 | INTUINTUIT | 820 | $0 | 0.00% | |
| 221 | AMATAPPLIED MATLS INC | 2,070 | $0 | 0.00% | |
| 222 | MNSTMONSTER BEVERAGE CORP NEW | 4,296 | $0 | 0.00% | |
| 223 | MPWRMONOLITHIC PWR SYS INC | 442 | $0 | 0.00% | |
| 224 | ABEVAMBEV SA | 15,360 | $0 | 0.00% | |
| 225 | UNPUNION PAC CORP | 1,544 | $0 | 0.00% | |
| 226 | NGGNATIONAL GRID PLC | 7,810 | $0 | 0.00% | |
| 227 | QUALISHARES TR | 1,166 | $0 | 0.00% | |
| 228 | RCLROYAL CARIBBEAN GROUP | 2,608 | $0 | 0.00% | |
| 229 | CNCCENTENE CORP DEL | 6,622 | $0 | 0.00% | |
| 230 | PPLPPL CORP | 8,064 | $0 | 0.00% | |
| 231 | SHOPSHOPIFY INC | 4,782 | $0 | 0.00% | |
| 232 | BBVABANCO BILBAO VIZCAYA ARGENTA | 10,892 | $0 | 0.00% | |
| 233 | DUKDUKE ENERGY CORP NEW | 5,798 | $0 | 0.00% | |
| 234 | MUFGMITSUBISHI UFJ FINL GROUP IN | 44,154 | $0 | 0.00% | |
| 235 | PFEPFIZER INC | 18,376 | $0 | 0.00% | |
| 236 | BHPBHP GROUP LTD | 14,330 | $0 | 0.00% | |
| 237 | RELXRELX PLC | 4,982 | $0 | 0.00% | |
| 238 | CMCSACOMCAST CORP NEW | 10,730 | $0 | 0.00% | |
| 239 | BEKEKE HLDGS INC | 17,024 | $0 | 0.00% | |
| 240 | RRYDER SYS INC | 1,754 | $0 | 0.00% | |
| 241 | JBGSJBG SMITH PPTYS | 28,086 | $0 | 0.00% | |
| 242 | APPAPPLOVIN CORP | 364 | $0 | 0.00% | |
| 243 | EQNREQUINOR ASA | 12,398 | $0 | 0.00% | |
| 244 | T7DTRANSDIGM GROUP INC | 264 | $0 | 0.00% | |
| 245 | CLCOLGATE PALMOLIVE CO | 3,038 | $0 | 0.00% | |
| 246 | RIORIO TINTO PLC | 10,544 | $0 | 0.00% | |
| 247 | VALEVALE S A | 30,424 | $0 | 0.00% | |
| 248 | SMHVANECK ETF TRUST | 1,407 | $0 | 0.00% | |
| 249 | ISRGINTUITIVE SURGICAL INC | 658 | $0 | 0.00% | |
| 250 | RJFRAYMOND JAMES FINL INC | 1,502 | $0 | 0.00% | |
| 251 | GDGENERAL DYNAMICS CORP | 1,136 | $0 | 0.00% | |
| 252 | CITHE CIGNA GROUP | 1,772 | $0 | 0.00% | |
| 253 | CTMXCYTOMX THERAPEUTICS INC | 10,856 | $0 | 0.00% | |
| 254 | ITUBITAU UNIBANCO HLDG S A | 34,662 | $0 | 0.00% | |
| 255 | UEURBAN EDGE PPTYS | 45,992 | $0 | 0.00% | |
| 256 | PNCPNC FINL SVCS GROUP INC | 1,318 | $0 | 0.00% | |
| 257 | TMUST-MOBILE US INC | 1,154 | $0 | 0.00% | |
| 258 | NXPINXP SEMICONDUCTORS N V | 1,012 | $0 | 0.00% | |
| 259 | VSSVANGUARD INTL EQUITY INDEX F | 3,032 | $0 | 0.00% | |
| 260 | AEMAGNICO EAGLE MINES LTD | 5,096 | $0 | 0.00% | |
| 261 | SUSAISHARES TR | 1,913 | $0 | 0.00% | |
| 262 | CVXCHEVRON CORP NEW | 2,422 | $0 | 0.00% | |
| 263 | ITGARTNER INC | 908 | $0 | 0.00% | |
| 264 | LINLINDE PLC | 1,288 | $0 | 0.00% | |
| 265 | NDQINVESCO QQQ TR | 834 | $0 | 0.00% | |
| 266 | SPGIS&P GLOBAL INC | 1,348 | $0 | 0.00% | |
| 267 | ARGXARGENX SE | 368 | $0 | 0.00% | |
| 268 | UMCUNITED MICROELECTRONICS CORP | 28,184 | $0 | 0.00% | |
| 269 | PEPPEPSICO INC | 3,982 | $0 | 0.00% | |
| 270 | IDMOINVESCO EXCH TRADED FD TR II | 9,015 | $0 | 0.00% | |
| 271 | VTESVANGUARD WELLINGTON FD | 2,480 | $0 | 0.00% | |
| 272 | SHWSHERWIN WILLIAMS CO | 934 | $0 | 0.00% | |
| 273 | PHGKONINKLIJKE PHILIPS N V | 12,004 | $0 | 0.00% | |
| 274 | TALTAL EDUCATION GROUP | 16,744 | $0 | 0.00% | |
| 275 | IWRISHARES TR | 2,750 | $0 | 0.00% | |
| 276 | ACNACCENTURE PLC IRELAND | 1,928 | $0 | 0.00% | |
| 277 | METMETLIFE INC | 5,816 | $0 | 0.00% | |
| 278 | TMOTHERMO FISHER SCIENTIFIC INC | 578 | $0 | 0.00% | |
| 279 | GILDGILEAD SCIENCES INC | 4,572 | $0 | 0.00% | |
| 280 | AXPAMERICAN EXPRESS CO | 2,628 | $0 | 0.00% | |
| 281 | WFCWELLS FARGO CO NEW | 7,194 | $0 | 0.00% | |
| 282 | NULGNUSHARES ETF TR | 9,690 | $0 | 0.00% | |
| 283 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 2,458 | $0 | 0.00% | |
| 284 | NETCLOUDFLARE INC | 1,106 | $0 | 0.00% | |
| 285 | LWLAMB WESTON HLDGS INC | 5,098 | $0 | 0.00% | |
| 286 | BSBRBANCO SANTANDER BRASIL S A | 13,614 | $0 | 0.00% | |
| 287 | SANBANCO SANTANDER SA | 55,256 | $0 | 0.00% | |
| 288 | GQ9SPDR GOLD TR | 784 | $0 | 0.00% | |
| 289 | AIGAMERICAN INTL GROUP INC | 6,134 | $0 | 0.00% | |
| 290 | ABTABBOTT LABS | 6,972 | $0 | 0.00% | |
| 291 | SCHCSCHWAB STRATEGIC TR | 15,300 | $0 | 0.00% | |
| 292 | MCDMCDONALDS CORP | 2,416 | $0 | 0.00% | |
| 293 | ETNEATON CORP PLC | 2,066 | $0 | 0.00% | |
| 294 | BKRBAKER HUGHES COMPANY | 8,318 | $0 | 0.00% | |
| 295 | UBERUBER TECHNOLOGIES INC | 4,454 | $0 | 0.00% | |
| 296 | CRMSALESFORCE INC | 2,674 | $0 | 0.00% | |
| 297 | PCARPACCAR INC | 2,106 | $0 | 0.00% | |
| 298 | MSCIMSCI INC | 420 | $0 | 0.00% | |
| 299 | IBMINTERNATIONAL BUSINESS MACHS | 2,772 | $0 | 0.00% | |
| 300 | RYAAYRYANAIR HOLDINGS PLC | 3,384 | $0 | 0.00% |