May Hill Capital, LLC
Top Portfolio Positions
159 positions ·
$132,852,068 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| KEYS |
Keysight Technologies, Inc.
Technology
|
54,705 | $15,447,050 | 11.63% |
| NVDA |
Nvidia Corp
Technology
|
43,029 | $7,504,257 | 5.65% |
| AAPL |
Apple Inc.
Technology
|
29,361 | $7,451,528 | 5.61% |
| MSFT |
Microsoft Corp
Technology
|
14,096 | $5,217,916 | 3.93% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,622 | $3,878,403 | 2.92% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,456 | $3,121,541 | 2.35% |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,931 | $2,855,758 | 2.15% |
| AVGO |
Broadcom Inc.
Technology
|
7,990 | $2,472,984 | 1.86% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
6,867 | $2,320,702 | 1.75% |
| BSX |
Boston Scientific Corp
Healthcare
|
36,659 | $2,300,352 | 1.73% |
Portfolio Trend
Holdings in NVS
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,377,652 | 9,019 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,049,880 | 7,615 | Shares | Sole | 2026-05-07 | |
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