May Hill Capital, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 268 distinct positions held by the firm.
The portfolio is diversified across various sectors and includes a mix of large-cap technology companies, financial institutions, and industrial firms. Among the largest positions disclosed in the filing are shares of Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Berkshire Hathaway Inc. The filing also includes significant holdings in Alphabet Inc., Amazon.com Inc., and Johnson & Johnson.
The report lists the total number of shares held for each security, with Apple Inc. holding the largest number of shares at 33,801. The filing indicates that all positions are held in a sole capacity.
