Portfolio (Quarterly)
Guide ↗
May Hill Capital, LLC
· CIK 0002056340| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | HOLOGIC INC | — | 17,007 | $1.3M | 0.34% | SOLD |
| 2 | — | BLACKROCK ETF TRUST II | — | 19,979 | $973K | 0.26% | SOLD |
| 3 | ABT | ABBOTT LABORATORIES | Healthcare | 3,486 | $437K | 0.12% | SOLD |
| 4 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 3,609 | $409K | 0.11% | SOLD |
| 5 | HUBS | HUBSPOT INC | Technology | 1,006 | $404K | 0.11% | SOLD |
| 6 | INFY | INFOSYS LTD | Technology | 16,843 | $300K | 0.08% | SOLD |
| 7 | SOXL | DIREXION SHARES ETF TRUST | — | 6,627 | $279K | 0.07% | SOLD |
| 8 | INTU | INTUIT | Technology | 410 | $272K | 0.07% | SOLD |
| 9 | ACN | ACCENTURE PLC IRELAND | Technology | 964 | $259K | 0.07% | SOLD |
| 10 | QQQ | INVESCO QQQ TR | Financial Services | 417 | $256K | 0.07% | SOLD |
| 11 | ADBE | ADOBE INC | Technology | 660 | $231K | 0.06% | SOLD |
| 12 | TYL | TYLER TECHNOLOGIES INC | Technology | 505 | $229K | 0.06% | SOLD |
| 13 | NKE | NIKE INC | Consumer Cyclical | 3,572 | $228K | 0.06% | SOLD |
| 14 | LTM | LATAM AIRLINES GROUP SA | Industrials | 3,996 | $216K | 0.06% | SOLD |
| 15 | XLF | SELECT SECTOR SPDR TR | — | 3,746 | $205K | 0.06% | SOLD |
| 16 | MCO | MOODYS CORP | Financial Services | 392 | $200K | 0.05% | SOLD |
Sector Allocation
Technology
47.6%
Financial Services
12.2%
Healthcare
9.1%
Consumer Cyclical
7.7%
Industrials
6.9%
Communication Services
5.2%
Consumer Defensive
4.1%
Energy
2.5%
Basic Materials
1.8%
Utilities
1.7%