Portfolio (Quarterly)
Guide ↗
May Hill Capital, LLC
· CIK 0002056340| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 9,827 | $754K | 0.22% | SOLD |
| 2 | UL | UNILEVER PLC | Consumer Defensive | 11,403 | $676K | 0.20% | SOLD |
| 3 | FISV | FISERV INC | Technology | 3,438 | $443K | 0.13% | SOLD |
| 4 | WPP | WPP PLC NEW | Communication Services | 13,281 | $333K | 0.10% | SOLD |
| 5 | — | ICICI BANK LIMITED | — | 10,342 | $313K | 0.09% | SOLD |
| 6 | TTE | TOTALENERGIES SE | Energy | 5,133 | $306K | 0.09% | SOLD |
| 7 | SE | SEA LTD | Consumer Cyclical | 1,560 | $279K | 0.08% | SOLD |
| 8 | AZO | AUTOZONE INC | Consumer Cyclical | 60 | $257K | 0.07% | SOLD |
| 9 | FLOT | ISHARES TR | — | 4,916 | $251K | 0.07% | SOLD |
| 10 | ARW | ARROW ELECTRS INC | Technology | 1,906 | $231K | 0.07% | SOLD |
| 11 | UBER | UBER TECHNOLOGIES INC | Technology | 2,330 | $228K | 0.07% | SOLD |
| 12 | EQNR | EQUINOR ASA | Energy | 8,841 | $216K | 0.06% | SOLD |
| 13 | GLDM | WORLD GOLD TR | Financial Services | 2,777 | $212K | 0.06% | SOLD |
| 14 | PANW | PALO ALTO NETWORKS INC | Technology | 1,032 | $210K | 0.06% | SOLD |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 1,206 | $203K | 0.06% | SOLD |
| 16 | PBR | PETROLEO BRASILEIRO SA PETRO | Energy | 14,251 | $180K | 0.05% | SOLD |
| 17 | MRVI | MARAVAI LIFESCIENCES HLDGS I | Healthcare | 12,462 | $36K | 0.01% | SOLD |
Sector Allocation
Technology
41.9%
Financial Services
14.6%
Healthcare
11.9%
Consumer Cyclical
9.8%
Communication Services
8.8%
Consumer Defensive
3.5%
Industrials
3.2%
Energy
1.9%
Real Estate
1.7%
Basic Materials
1.5%