May Hill Capital, LLC
May Hill Capital, LLC reported 256 holdings worth US$479M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
May Hill Capital, LLC reported 256 holdings worth US$479M as of Jun 30, 2026. Largest: Keysight Technologies Inc., Nvidia Corporation and Apple Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 256
- Value as reported
- US$479M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Keysight Technologies Inc. | 55,552 | US$19.4M | 4.1% |
| Nvidia Corporation | 47,192 | US$9.44M | 2.0% |
| Apple Inc | 31,375 | US$9.08M | 1.9% |
| Alphabet Inc (google) Class C | 20,815 | US$7.44M | 1.6% |
| Microsoft Corp. | 15,730 | US$5.87M | 1.2% |
| Amazon.com, Inc. | 19,931 | US$4.75M | 0.99% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,107 | US$3.39M | 0.71% |
| Meta Platforms, Inc. | 5,954 | US$3.35M | 0.70% |
| Broadcom Inc. | 8,545 | US$3.23M | 0.67% |
| Ttm Technologies, Inc. | 13,195 | US$2.47M | 0.52% |
| Jp Morgan Chase & Co. | 7,496 | US$2.45M | 0.51% |
| Micron Technology, Inc. | 2,051 | US$2.37M | 0.49% |
| Berkshire Hathaway Inc. | 4,611 | US$2.31M | 0.48% |
| Asml Holding Nv | 1,139 | US$2.27M | 0.47% |
| Lam Research Corporation | 5,184 | US$2.25M | 0.47% |
| Boeing Company (the) | 10,051 | US$2.18M | 0.45% |
| Eli Lilly And Company | 1,758 | US$2.11M | 0.44% |
| Tesla, Inc. | 4,397 | US$1.85M | 0.39% |
| Haemonetics Corporation | 22,388 | US$1.68M | 0.35% |
| Boston Scientific Corporation | 36,875 | US$1.57M | 0.33% |
| Advanced Micro Devices Inc | 2,461 | US$1.43M | 0.30% |
| Novartis Ag | 9,081 | US$1.42M | 0.30% |
| Johnson & Johnson | 5,392 | US$1.37M | 0.29% |
| Goldman Sachs Group, Inc. (the) | 1,305 | US$1.32M | 0.28% |
| Hsbc Holdings Plc | 13,602 | US$1.29M | 0.27% |
| Shell Plc | 15,940 | US$1.24M | 0.26% |
| Visa Inc. | 3,578 | US$1.23M | 0.26% |
| Walmart Inc. | 10,172 | US$1.15M | 0.24% |
| Caterpillar, Inc. | 1,041 | US$1.11M | 0.23% |
| Cisco Systems, Inc. | 9,210 | US$1.08M | 0.23% |
| Intel Corporation | 7,627 | US$1.06M | 0.22% |
| Abbvie Inc. | 4,097 | US$1.03M | 0.22% |
| Exxon Mobil Corporation | 7,530 | US$1.03M | 0.22% |
| Netflix, Inc. | 13,967 | US$997K | 0.21% |
| Costco Wholesale Corporation | 1,060 | US$992K | 0.21% |
| Bhp Group Ltd | 11,315 | US$943K | 0.20% |
| Merck & Company, Inc. | 7,298 | US$938K | 0.20% |
| Applied Materials, Inc. | 1,294 | US$936K | 0.20% |
| Mastercard Incorporated | 1,800 | US$924K | 0.19% |
| Bank Of America Corporation | 15,521 | US$884K | 0.18% |
| Corning Incorporated | 3,449 | US$881K | 0.18% |
| Citigroup, Inc. | 6,276 | US$878K | 0.18% |
| Ge Aerospace | 2,326 | US$869K | 0.18% |
| Rtx Corporation | 4,521 | US$858K | 0.18% |
| Coreweave, Inc. | 8,514 | US$847K | 0.18% |
| Sandisk Corporation | 371 | US$844K | 0.18% |
| Morgan Stanley | 4,016 | US$840K | 0.18% |
| General Motors Company | 10,588 | US$816K | 0.17% |
| Home Depot, Inc. (the) | 2,273 | US$802K | 0.17% |
| British American Tobacco P.l.c. | 12,958 | US$800K | 0.17% |
| Ge Vernova Inc. | 633 | US$744K | 0.16% |
| Unitedhealth Group Incorporated | 1,753 | US$729K | 0.15% |
| Novo Nordisk A/s Class B | 14,529 | US$697K | 0.15% |
| Banco Santander, S.a. | 50,348 | US$695K | 0.15% |
| Coca-cola Company (the) | 8,496 | US$690K | 0.14% |
| Philip Morris International Inc | 3,810 | US$689K | 0.14% |
| Cummins Inc. | 954 | US$680K | 0.14% |
| Palo Alto Networks, Inc. | 1,993 | US$680K | 0.14% |
| Western Digital Corporation | 1,054 | US$673K | 0.14% |
| American Express Company | 1,910 | US$646K | 0.13% |
| Vornado Realty Trust | 16,383 | US$644K | 0.13% |
| Lloyds Banking Group Plc | 107K | US$625K | 0.13% |
| International Business Machines Corporation | 2,193 | US$617K | 0.13% |
| Kla Corporation | 2,017 | US$609K | 0.13% |
| Anheuser-busch Inbev Sa/nv | 7,375 | US$608K | 0.13% |
| Rio Tinto Plc | 6,383 | US$606K | 0.13% |
| Ase Technology Holding Co., Ltd. | 12,373 | US$558K | 0.12% |
| Unilever Plc | 9,148 | US$550K | 0.11% |
| Gsk Plc | 9,997 | US$524K | 0.11% |
| Sony Group Corporation | 25,419 | US$510K | 0.11% |
| Mitsubishi Ufj Financial Group, Inc. | 25,283 | US$503K | 0.11% |
| Csx Corporation | 10,392 | US$494K | 0.10% |
| Booking Holdings Inc. Common Stock | 2,768 | US$493K | 0.10% |
| Lowe's Companies, Inc. | 2,213 | US$488K | 0.10% |
| Emerson Electric Company | 3,403 | US$487K | 0.10% |
| Alexander's, Inc. | 1,766 | US$487K | 0.10% |
| Urban Edge Properties | 20,213 | US$462K | 0.10% |
| Oracle Corporation | 3,095 | US$454K | 0.09% |
| United Microelectronics Corp. | 16,574 | US$451K | 0.09% |
| Palantir Technologies Inc. | 3,828 | US$447K | 0.09% |
| Blackrock, Inc. | 463 | US$445K | 0.09% |
| Duke Energy Corporation (holding Company) | 3,430 | US$434K | 0.09% |
| Southern Company (the) | 4,426 | US$424K | 0.09% |
| Sap Se | 2,670 | US$411K | 0.09% |
| Crowdstrike Holdings, Inc. | 539 | US$411K | 0.09% |
| Toyota Motor Corp. | 2,441 | US$411K | 0.09% |
| Barclays Plc | 15,154 | US$407K | 0.09% |
| Conocophillips | 3,897 | US$405K | 0.08% |
| Mcdonald's Corporation | 1,476 | US$399K | 0.08% |
| National Grid Plc | 4,795 | US$397K | 0.08% |
| Amgen Inc. | 1,092 | US$396K | 0.08% |
| Motorola Solutions, Inc. | 944 | US$392K | 0.08% |
| Tjx Companies, Inc. (the) | 2,580 | US$391K | 0.08% |
| Belden Inc | 3,256 | US$390K | 0.08% |
| Procter & Gamble Company (the) | 2,587 | US$379K | 0.08% |
| Equinor Asa | 11,998 | US$377K | 0.08% |
| Wells Fargo & Company | 4,504 | US$372K | 0.08% |
| Welltower Inc. | 1,601 | US$363K | 0.08% |
| Howmet Aerospace Inc. | 1,342 | US$361K | 0.08% |
| Bp Plc | 9,680 | US$358K | 0.07% |
Every holding of May Hill Capital, LLC
Source
View original at SEC
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