May Hill Capital, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056340
Institutional-grade research for retail investors
13F Reported Value
ⓘ$398.2M
Holdings
223
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
May Hill Capital, LLC disclosed 223 positions worth $398.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 15 new positions and exited 122 — including a new stake in $BA and a full exit from $HDB. The portfolio is most concentrated in Other (65.7% of disclosed assets). All figures are sourced directly from May Hill Capital, LLC’s Form 13F-HR filing with the SEC under CIK 2056340.
AI Fund Analysis
StableISHARES TR
14.9% weight
Held 6 quarters
ISHARES TR
7.5% weight
Held 6 quarters
$KEYS3.9% weight
Held 6 quarters
ISHARES INC
3.1% weight
Held 6 quarters
ISHARES TR
2.9% weight
Held 6 quarters
GLOBAL X FDS
2 quarters accumulating
VANGUARD WORLD FD
2 quarters accumulating
$ITUB2 quarters accumulating
$MDCX2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$59.3M90,829 shISHARES TR
—Quality
$29.8M83,571 sh- 72.3#230
Quality
$15.4M54,705 sh ISHARES INC
—Quality
$12.3M176,307 shISHARES TR
—Quality
$11.4M53,757 shISHARES TR
—Quality
$11.3M167,822 shISHARES TR
—Quality
$11.0M97,619 shISHARES TR
—Quality
$9.9M109,448 shBLACKROCK ETF TRUST
—Quality
$9.8M167,690 shISHARES TR
—Quality
$9.3M87,318 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $59.3M | 90,829 |
| ISHARES TR | — | $29.8M | 83,571 |
| Keysight Technologies, Inc.$KEYS | 72.3#230 | $15.4M | 54,705 |
| ISHARES INC | — | $12.3M | 176,307 |
| ISHARES TR | — | $11.4M | 53,757 |
| ISHARES TR | — | $11.3M | 167,822 |
| ISHARES TR | — | $11.0M | 97,619 |
| ISHARES TR | — | $9.9M | 109,448 |
| BLACKROCK ETF TRUST | — | $9.8M | 167,690 |
| ISHARES TR | — | $9.3M | 87,318 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of May Hill Capital, LLC's 223 positions.
Showing top 10 of 223 holdings.
Sector Allocation
Other
$261.5M
Technology
$62.8M
Financials
$17.2M
Healthcare
$14.3M
Industrials
$13.9M
Consumer Discretionary
$9.8M
Energy
$5.5M
Materials
$3.9M
Full Holdings — May Hill Capital, LLC (Q1 2026)
All 223 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $59.3M | 14.9% | -47% | — |
| 2 | — | ISHARES TR | $29.8M | 7.5% | -51% | — |
| 3 | $KEYS | Keysight Technologies, Inc. | $15.4M | 3.9% | -50% | 72.3 |
| 4 | — | ISHARES INC | $12.3M | 3.1% | -48% | — |
| 5 | — | ISHARES TR | $11.4M | 2.9% | -51% | — |
| 6 | — | ISHARES TR | $11.3M | 2.9% | -49% | — |
| 7 | — | ISHARES TR | $11.0M | 2.8% | -42% | — |
| 8 | — | ISHARES TR | $9.9M | 2.5% | -9% | — |
| 9 | — | BLACKROCK ETF TRUST | $9.8M | 2.5% | -58% | — |
| 10 | — | ISHARES TR | $9.3M | 2.3% | -38% | — |
| 11 | — | ISHARES TR | $8.9M | 2.2% | -48% | — |
| 12 |  $NVDA | NVIDIA CORP | $7.5M | 1.9% | -45% | 90.2 |
| 13 |  $AAPL | Apple Inc. | $7.5M | 1.9% | -46% | 76.1 |
| 14 | — | BLACKROCK ETF TRUST II | $6.8M | 1.7% | -39% | — |
| 15 | — | VANGUARD INDEX FDS | $5.8M | 1.4% | -53% | — |
| 16 | — | VANGUARD INDEX FDS | $5.4M | 1.4% | -53% | — |
| 17 |  $MSFT | MICROSOFT CORP | $5.2M | 1.3% | -50% | 83.7 |
| 18 | — | GLOBAL X FDS | $3.9M | 1.0% | +15% | — |
| 19 | — | VANGUARD INDEX FDS | $3.9M | 1.0% | -42% | — |
| 20 |  $AMZN | AMAZON COM INC | $3.9M | 1.0% | -44% | 74.6 |
| 21 | — | BLACKROCK ETF TRUST | $3.5M | 0.9% | -43% | — |
| 22 | — | ISHARES TR | $3.4M | 0.9% | +86% | — |
| 23 | — | VANGUARD INDEX FDS | $3.1M | 0.8% | -50% | — |
| 24 |  $META | Meta Platforms, Inc. | $3.1M | 0.8% | -49% | 80.9 |
| 25 | — | ISHARES TR | $3.0M | 0.8% | -51% | — |
| 26 |  $GOOG | Alphabet Inc. | $2.9M | 0.7% | -47% | 80.2 |
| 27 | — | VANGUARD TAX-MANAGED FDS | $2.8M | 0.7% | -51% | — |
| 28 |  $GOOGL | Alphabet Inc. | $2.7M | 0.7% | -47% | 80.2 |
| 29 | — | VANGUARD MUN BD FDS | $2.5M | 0.6% | -48% | — |
| 30 | — | ISHARES TR | $2.5M | 0.6% | -28% | — |
| 31 |  $AVGO | Broadcom Inc. | $2.5M | 0.6% | -47% | 86.4 |
| 32 | — | BLACKROCK ETF TRUST | $2.4M | 0.6% | -44% | — |
| 33 | — | ISHARES TR | $2.4M | 0.6% | -52% | — |
| 34 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.3M | 0.6% | -52% | — |
| 35 |  $BSX | BOSTON SCIENTIFIC CORP | $2.3M | 0.6% | -49% | 79.9 |
| 36 | — | VANGUARD INDEX FDS | $2.2M | 0.6% | -50% | — |
| 37 | — | SCHWAB STRATEGIC TR | $2.2M | 0.6% | -53% | — |
| 38 | — | ISHARES TR | $2.1M | 0.5% | -40% | — |
| 39 | — | VANGUARD INDEX FDS | $2.1M | 0.5% | -4% | — |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.1M | 0.5% | -31% | 64.5 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.5% | -39% | 35.6 |
| 42 |  $BA | BOEING CO | $2.1M | 0.5% | NEW | 51.8 |
| 43 | — | ISHARES TR | $2.0M | 0.5% | -39% | — |
| 44 | — | ISHARES TR | $2.0M | 0.5% | -50% | — |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.5% | -50% | — |
| 46 | — | SCHWAB STRATEGIC TR | $1.8M | 0.5% | -50% | — |
| 47 | — | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.4% | -51% | — |
| 48 | — | ISHARES TR | $1.6M | 0.4% | -52% | — |
| 49 |  $ASML | ASML HOLDING NV | $1.5M | 0.4% | -46% | — |
| 50 |  $SHEL | Shell plc | $1.5M | 0.4% | -42% | — |
| 51 | — | VANGUARD INDEX FDS | $1.5M | 0.4% | -50% | — |
| 52 | — | ISHARES TR | $1.5M | 0.4% | -40% | — |
| 53 |  $NFLX | NETFLIX INC | $1.4M | 0.4% | -47% | 86.7 |
| 54 | — | SPDR INDEX SHS FDS | $1.4M | 0.4% | -51% | — |
| 55 |  $NVS | NOVARTIS AG | $1.4M | 0.3% | -41% | — |
| 56 |  $LLY | ELI LILLY & Co | $1.4M | 0.3% | -53% | 89.3 |
| 57 | — | ISHARES TR | $1.4M | 0.3% | +60% | — |
| 58 |  $TSLA | Tesla, Inc. | $1.3M | 0.3% | -52% | 50.1 |
| 59 |  $WMT | Walmart Inc. | $1.3M | 0.3% | -45% | 63.2 |
| 60 |  $TTMI | TTM TECHNOLOGIES INC | $1.3M | 0.3% | -58% | 59 |
| 61 |  $BABA | Alibaba Group Holding Ltd | $1.3M | 0.3% | -33% | — |
| 62 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.3% | -41% | 61.8 |
| 63 | — | BLACKROCK ETF TRUST II | $1.3M | 0.3% | -36% | — |
| 64 |  $HOLX | HOLOGIC INC | $1.3M | 0.3% | -50% | 62.3 |
| 65 |  $HAE | HAEMONETICS CORP | $1.3M | 0.3% | -50% | 61.1 |
| 66 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.3% | -28% | 72.8 |
| 67 |  $IAU | ISHARES GOLD TRUST | $1.2M | 0.3% | -77% | — |
| 68 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.3% | -39% | 67 |
| 69 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.3% | -58% | 82.4 |
| 70 | — | VANGUARD WORLD FD | $1.0M | 0.3% | +3% | — |
| 71 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.3% | -49% | — |
| 72 |  $HSBC | HSBC HOLDINGS PLC | $1.0M | 0.3% | -47% | — |
| 73 |  $SAP | SAP SE | $997,127 | 0.3% | -13% | — |
| 74 |  $IVZ | Invesco Ltd. | $972,204 | 0.2% | +0% | — |
| 75 |  $V | VISA INC. | $962,652 | 0.2% | -47% | 83.5 |
| 76 |  $MRK | Merck & Co., Inc. | $879,053 | 0.2% | -32% | 70.9 |
| 77 |  $CRWV | CoreWeave, Inc. | $858,677 | 0.2% | -49% | 46.5 |
| 78 |  $ABBV | AbbVie Inc. | $833,195 | 0.2% | -42% | 59.3 |
| 79 | — | VANGUARD WORLD FD | $820,918 | 0.2% | -12% | — |
| 80 | — | DIMENSIONAL ETF TRUST | $817,955 | 0.2% | NEW | — |
| 81 |  $RTX | RTX Corp | $810,183 | 0.2% | -32% | 70 |
| 82 |  $GM | General Motors Co | $788,583 | 0.2% | -50% | 58.7 |
| 83 |  $MA | Mastercard Inc | $784,477 | 0.2% | -51% | 81.7 |
| 84 | — | NUSHARES ETF TR | $727,338 | 0.2% | -17% | — |
| 85 |  $ETN | Eaton Corp plc | $701,228 | 0.2% | -5% | — |
| 86 |  $C | CITIGROUP INC | $691,633 | 0.2% | -47% | 54.8 |
| 87 |  $CAT | CATERPILLAR INC | $685,081 | 0.2% | -47% | 67.8 |
| 88 |  $CSCO | CISCO SYSTEMS, INC. | $678,107 | 0.2% | -46% | 72.3 |
| 89 |  $BTI | British American Tobacco p.l.c. | $664,336 | 0.2% | -45% | — |
| 90 |  $SONY | Sony Group Corp | $649,877 | 0.2% | -29% | — |
| 91 |  $GE | GENERAL ELECTRIC CO | $649,833 | 0.2% | -41% | 74.8 |
| 92 |  $MS | MORGAN STANLEY | $638,583 | 0.2% | -43% | — |
| 93 |  $BHP | BHP Group Ltd | $609,416 | 0.1% | -42% | — |
| 94 |  $BAC | BANK OF AMERICA CORP /DE/ | $607,244 | 0.1% | -48% | 68.4 |
| 95 |  $PM | Philip Morris International Inc. | $594,397 | 0.1% | -48% | 80.5 |
| 96 |  $KO | COCA COLA CO | $582,315 | 0.1% | -39% | 74 |
| 97 |  $CB | Chubb Ltd | $577,222 | 0.1% | -37% | — |
| 98 |  $PLTR | Palantir Technologies Inc. | $572,696 | 0.1% | -44% | 85.8 |
| 99 |  $RIO | RIO TINTO PLC | $556,475 | 0.1% | -43% | — |
| 100 | — | ISHARES TR | $549,748 | 0.1% | -54% | — |
| 101 |  $GSK | GSK plc | $548,809 | 0.1% | -39% | — |
| 102 | — | VANECK ETF TRUST | $539,444 | 0.1% | +0% | — |
| 103 |  $AXP | AMERICAN EXPRESS CO | $538,112 | 0.1% | -32% | 73.2 |
| 104 |  $GEV | GE Vernova Inc. | $532,469 | 0.1% | -44% | 70.1 |
| 105 |  $AZN | ASTRAZENECA PLC | $531,900 | 0.1% | -89% | — |
| 106 |  $BKNG | Booking Holdings Inc. | $530,500 | 0.1% | -46% | 55.3 |
| 107 | — | ISHARES TR | $528,976 | 0.1% | -50% | — |
| 108 |  $PDD | PDD Holdings Inc. | $526,942 | 0.1% | -29% | — |
| 109 |  $HD | HOME DEPOT, INC. | $524,839 | 0.1% | -51% | 69.2 |
| 110 |  $TM | TOYOTA MOTOR CORP/ | $515,019 | 0.1% | -50% | — |
| 111 |  $VNO | VORNADO REALTY TRUST | $510,755 | 0.1% | -47% | 69.1 |
| 112 |  $LYG | Lloyds Banking Group plc | $506,461 | 0.1% | -45% | — |
| 113 |  $CMI | CUMMINS INC | $500,359 | 0.1% | NEW | 58.9 |
| 114 |  $LOW | LOWES COMPANIES INC | $498,551 | 0.1% | -56% | 63.5 |
| 115 |  $LIN | LINDE PLC | $495,765 | 0.1% | -22% | — |
| 116 | — | DIMENSIONAL ETF TRUST | $485,988 | 0.1% | NEW | — |
| 117 | — | DIMENSIONAL ETF TRUST | $482,176 | 0.1% | NEW | — |
| 118 |  $COP | CONOCOPHILLIPS | $481,096 | 0.1% | -43% | 74.8 |
| 119 |  $MU | MICRON TECHNOLOGY INC | $477,492 | 0.1% | -25% | 88.4 |
| 120 |  $CRM | Salesforce, Inc. | $465,555 | 0.1% | -7% | 75.2 |
| 121 |  $BDC | BELDEN INC. | $451,512 | 0.1% | -50% | 57.4 |
| 122 |  $EQNR | EQUINOR ASA | $450,527 | 0.1% | -14% | — |
| 123 |  $EMR | EMERSON ELECTRIC CO | $445,992 | 0.1% | -46% | 65.9 |
| 124 |  $ORCL | ORACLE CORP | $445,008 | 0.1% | -49% | 67.2 |
| 125 |  $BP | BP PLC | $434,199 | 0.1% | -39% | — |
| 126 |  $UE | Urban Edge Properties | $429,650 | 0.1% | -53% | 67.9 |
| 127 |  $AMAT | APPLIED MATERIALS INC /DE | $429,624 | 0.1% | -39% | 74.8 |
| 128 | — | LEGG MASON ETF INVT | $425,106 | 0.1% | -6% | — |
| 129 |  $MSI | Motorola Solutions, Inc. | $424,461 | 0.1% | -56% | 73.8 |
| 130 |  $DUK | Duke Energy CORP | $415,450 | 0.1% | -45% | 64 |
| 131 |  $ALX | ALEXANDERS INC | $415,240 | 0.1% | -64% | 48.1 |
| 132 |  $TJX | TJX COMPANIES INC /DE/ | $403,403 | 0.1% | -43% | 70.7 |
| 133 |  $GLW | CORNING INC /NY | $401,655 | 0.1% | NEW | 72.7 |
| 134 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $400,826 | 0.1% | -40% | 66.7 |
| 135 |  $PG | PROCTER & GAMBLE Co | $400,421 | 0.1% | -2% | 72.9 |
| 136 |  $BLK | BlackRock, Inc. | $398,148 | 0.1% | -34% | 70.3 |
| 137 |  $AMGN | AMGEN INC | $393,858 | 0.1% | -39% | 79.5 |
| 138 |  $NGG | NATIONAL GRID PLC | $390,937 | 0.1% | -41% | — |
| 139 |  $MCD | MCDONALDS CORP | $389,111 | 0.1% | -48% | 73.9 |
| 140 | — | ISHARES TR | $387,444 | 0.1% | +0% | — |
| 141 |  $CSX | CSX CORP | $387,430 | 0.1% | NEW | 66.4 |
| 142 | — | ISHARES TR | $387,301 | 0.1% | -51% | — |
| 143 | — | AMERICAN CENTY ETF TR | $387,086 | 0.1% | NEW | — |
| 144 |  $UNH | UNITEDHEALTH GROUP INC | $382,885 | 0.1% | -25% | 66.8 |
| 145 |  $TTE | TotalEnergies SE | $382,025 | 0.1% | -57% | — |
| 146 | — | BLACKROCK ETF TRUST II | $381,294 | 0.1% | -80% | — |
| 147 | — | FIRST TR EXCHNG TRADED FD VI | $379,879 | 0.1% | +35% | — |
| 148 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $379,789 | 0.1% | -49% | — |
| 149 |  $SAN | Banco Santander, S.A. | $374,519 | 0.1% | -40% | — |
| 150 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $371,768 | 0.1% | -48% | — |
| 151 |  $AMD | ADVANCED MICRO DEVICES INC | $370,649 | 0.1% | -43% | 78.8 |
| 152 |  $WFC | WELLS FARGO & COMPANY/MN | $362,071 | 0.1% | -37% | — |
| 153 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $359,551 | 0.1% | -49% | 60.5 |
| 154 | — | SCHWAB STRATEGIC TR | $357,547 | 0.1% | -50% | — |
| 155 |  $AEM | AGNICO EAGLE MINES LTD | $356,839 | 0.1% | -66% | — |
| 156 |  $NTES | NetEase, Inc. | $354,066 | 0.1% | -45% | — |
| 157 |  $BUD | Anheuser-Busch InBev SA/NV | $353,718 | 0.1% | -34% | — |
| 158 |  $SO | SOUTHERN CO | $346,546 | 0.1% | -46% | 65.1 |
| 159 |  $JD | JD.com, Inc. | $345,999 | 0.1% | NEW | — |
| 160 |  $CVX | CHEVRON CORP | $345,884 | 0.1% | -31% | 54.7 |
| 161 |  $UL | UNILEVER PLC | $343,757 | 0.1% | -69% | — |
| 162 |  $PFE | PFIZER INC | $342,143 | 0.1% | -34% | 69 |
| 163 | — | VANGUARD STAR FDS | $341,608 | 0.1% | NEW | — |
| 164 |  $GILD | GILEAD SCIENCES, INC. | $339,368 | 0.1% | -47% | 77.8 |
| 165 |  $WELL | WELLTOWER INC. | $332,944 | 0.1% | -46% | 75.7 |
| 166 |  $NEE | NEXTERA ENERGY INC | $321,441 | 0.1% | +30% | 71.7 |
| 167 |  $PEP | PEPSICO INC | $316,824 | 0.1% | -49% | 62.7 |
| 168 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $308,641 | 0.1% | -50% | 75.4 |
| 169 |  $GPI | GROUP 1 AUTOMOTIVE INC | $307,817 | 0.1% | -50% | 57.1 |
| 170 | — | SELECT SECTOR SPDR TR | $307,193 | 0.1% | +0% | — |
| 171 |  $CL | COLGATE PALMOLIVE CO | $305,218 | 0.1% | +18% | 72.4 |
| 172 | $ITUB | Itau Unibanco Holding S.A. | $304,940 | 0.1% | +5% | — |
| 173 |  $AMX | AMERICA MOVIL SAB DE CV/ | $299,594 | 0.1% | -40% | — |
| 174 |  $SPGI | S&P Global Inc. | $295,644 | 0.1% | -48% | 79.4 |
| 175 |  $HWM | Howmet Aerospace Inc. | $292,684 | 0.1% | -46% | 79.1 |
| 176 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $291,748 | 0.1% | -20% | 65.9 |
| 177 | — | SELECT SECTOR SPDR TR | $288,688 | 0.1% | +0% | — |
| 178 |  $DE | DEERE & CO | $288,410 | 0.1% | -47% | 57.4 |
| 179 |  $COF | CAPITAL ONE FINANCIAL CORP | $277,022 | 0.1% | -52% | 71 |
| 180 |  $SHOP | SHOPIFY INC. | $271,877 | 0.1% | -52% | — |
| 181 |  $VALE | Vale S.A. | $270,088 | 0.1% | -44% | — |
| 182 |  $WDC | WESTERN DIGITAL CORP | $264,810 | 0.1% | -44% | 76.8 |
| 183 |  $BKR | Baker Hughes Co | $263,980 | 0.1% | -48% | 63.4 |
| 184 |  $INTC | INTEL CORP | $262,662 | 0.1% | -29% | 41.5 |
| 185 | — | VANGUARD MALVERN FDS | $260,783 | 0.1% | +0% | — |
| 186 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $254,974 | 0.1% | -57% | 76.6 |
| 187 | — | ISHARES TR | $252,707 | 0.1% | +0% | — |
| 188 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $252,557 | 0.1% | NEW | — |
| 189 |  $ASX | ASE Technology Holding Co., Ltd. | $252,182 | 0.1% | -41% | — |
| 190 |  $WM | WASTE MANAGEMENT INC | $251,851 | 0.1% | -35% | 70.7 |
| 191 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $247,097 | 0.1% | -49% | 76.3 |
| 192 |  $HLN | Haleon plc | $243,994 | 0.1% | -11% | — |
| 193 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $242,681 | 0.1% | -47% | 59.5 |
| 194 |  $BMY | BRISTOL MYERS SQUIBB CO | $242,297 | 0.1% | -41% | 70.1 |
| 195 |  $HUBS | HUBSPOT INC | $240,439 | 0.1% | -51% | 58.1 |
| 196 |  $KLAC | KLA CORP | $237,591 | 0.1% | -53% | 84.4 |
| 197 |  $CI | Cigna Group | $236,877 | 0.1% | -50% | 66.8 |
| 198 |  $PANW | Palo Alto Networks Inc | $232,785 | 0.1% | -27% | 66.5 |
| 199 |  $RELX | RELX PLC | $232,680 | 0.1% | +41% | — |
| 200 |  $UBER | Uber Technologies, Inc | $231,758 | 0.1% | -28% | 79.3 |
| 201 |  $SNDK | Sandisk Corp | $229,993 | 0.1% | NEW | 88.8 |
| 202 |  $T | AT&T INC. | $229,688 | 0.1% | NEW | 71.9 |
| 203 |  $MET | METLIFE INC | $227,577 | 0.1% | -45% | 73.9 |
| 204 |  $TT | Trane Technologies plc | $227,123 | 0.1% | -47% | — |
| 205 |  $AZO | AUTOZONE INC | $226,311 | 0.1% | -39% | 66.5 |
| 206 | — | ISHARES TR | $223,675 | 0.1% | +0% | — |
| 207 |  $PHG | KONINKLIJKE PHILIPS NV | $221,693 | 0.1% | -33% | — |
| 208 |  $CHT | CHUNGHWA TELECOM CO LTD | $219,521 | 0.1% | -19% | — |
| 209 |  $FN | Fabrinet | $217,474 | 0.1% | -56% | 72.4 |
| 210 |  $INTU | INTUIT INC. | $213,163 | 0.1% | -40% | 82 |
| 211 |  $NWG | NatWest Group plc | $212,280 | 0.1% | -22% | — |
| 212 | — | VANGUARD INTL EQUITY INDEX F | $210,628 | 0.1% | -52% | — |
| 213 |  $JBGS | JBG SMITH Properties | $207,477 | 0.1% | -49% | 28.6 |
| 214 |  $UNP | UNION PACIFIC CORP | $206,715 | 0.1% | -45% | 74 |
| 215 |  $HON | HONEYWELL INTERNATIONAL INC | $205,236 | 0.1% | -14% | 65.7 |
| 216 |  $BCS | BARCLAYS PLC | $204,490 | 0.1% | -2% | — |
| 217 |  $INFY | Infosys Ltd | $188,208 | 0.1% | -59% | — |
| 218 |  $ERIC | ERICSSON LM TELEPHONE CO | $183,250 | 0.1% | -43% | — |
| 219 |  $UMC | UNITED MICROELECTRONICS CORP | $128,890 | 0.0% | -49% | — |
| 220 |  $CX | CEMEX SAB DE CV | $119,502 | 0.0% | -36% | — |
| 221 |  $AEG | AEGON LTD. | $117,220 | 0.0% | NEW | — |
| 222 |  $NOK | NOKIA CORP | $87,435 | 0.0% | NEW | — |
| 223 | $MDCX | Medicus Pharma Ltd. | $23,236 | 0.0% | +42% | — |
New Positions (15)
$BA BOEING CO$2.1M DIMENSIONAL ETF TRUST$817,955
$CMI CUMMINS INC$500,359 DIMENSIONAL ETF TRUST$485,988
DIMENSIONAL ETF TRUST$482,176
$GLW CORNING INC /NY$401,655$CSX CSX CORP$387,430 AMERICAN CENTY ETF TR$387,086
$JD JD.com, Inc.$345,999 VANGUARD STAR FDS$341,608
$TAK TAKEDA PHARMACEUTICAL CO LTD$252,557$SNDK Sandisk Corp$229,993$T AT&T INC.$229,688$AEG AEGON LTD.$117,220$NOK NOKIA CORP$87,435Exited Positions (122)
$HDB HDFC BANK LTD
$NVO NOVO NORDISK A S
$ABT ABBOTT LABORATORIES
$ACN Accenture plc
$QQQ INVESCO QQQ TRUST, SERIES 1
$ADBE ADOBE INC.
$TYL TYLER TECHNOLOGIES INC
$NKE NIKE, Inc.
$LTM LATAM AIRLINES GROUP S.A.
$ADP AUTOMATIC DATA PROCESSING INC
$QCOM QUALCOMM INC/DE
$MCO MOODYS CORP /DE/
$AFL AFLAC INC
$SE Sea Ltd
$GD GENERAL DYNAMICS CORPBrowse Top Institutional Investors
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