Stock Taper 
MAY HILL CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Valero Energy Corporation | VLO | 775 | $201.84K |
 Ryder System, Inc. | R | 899 | $237.13K |
 Union Pacific Corporation | UNP | 919 | $249.97K |
 Group 1 Automotive, Inc. | GPI | 941 | $273.99K |
 Motorola Solutions, Inc. | MSI | 944 | $392.07K |
 Cummins Inc. | CMI | 954 | $680.4K |
 Texas Instruments Incorporated | TXN | 955 | $284.8K |
 Marriott International, Inc. | MAR | 961 | $356.14K |
 Cigna Corporation | CI | 972 | $267.97K |
 Linde plc | LIN | 1.04K | $538.15K |
 Caterpillar Inc. | CAT | 1.04K | $1.11M |
 Automatic Data Processing, Inc. | ADP | 1.05K | $235.37K |
 Western Digital Corporation | WDC | 1.05K | $673.21K |
 Costco Wholesale Corporation | COST | 1.06K | $991.66K |
 Biogen Inc. | BIIB | 1.06K | $229.24K |
 Amgen Inc. | AMGN | 1.09K | $395.58K |
 Marvell Technology, Inc. | MRVL | 1.11K | $330.13K |
 ASML Holding N.V. | ASML | 1.14K | $2.27M |
 QUALCOMM Incorporated | QCOM | 1.23K | $226.74K |
 Applied Materials, Inc. | AMAT | 1.29K | $935.68K |