May Hill Capital

May Hill Capital as of June 30, 2025

Portfolio Holdings for May Hill Capital

May Hill Capital holds 205 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.7 $51M 82k 620.90
Ishares Tr Rus 1000 Etf (IWB) 9.6 $29M 86k 339.57
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $11M 170k 62.02
Ishares Core Msci Emkt (IEMG) 2.8 $8.4M 140k 60.03
Ishares Tr Core Msci Eafe (IEFA) 2.7 $8.1M 97k 83.48
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $7.0M 64k 109.29
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $6.9M 25k 279.83
Ishares Tr National Mun Etf (MUB) 2.2 $6.7M 64k 104.48
Boston Scientific Corporation (BSX) 2.1 $6.5M 61k 107.41
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.1 $6.4M 118k 54.46
Vanguard Index Fds Small Cp Etf (VB) 2.1 $6.3M 27k 236.98
Microsoft Corporation (MSFT) 1.9 $5.8M 12k 497.42
NVIDIA Corporation (NVDA) 1.8 $5.6M 36k 157.99
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $5.6M 51k 110.10
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $4.9M 25k 195.42
Apple (AAPL) 1.6 $4.7M 23k 205.17
Meta Platforms Cl A (META) 1.3 $3.9M 5.3k 738.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.9M 6.9k 568.00
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 1.2 $3.6M 72k 50.54
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $3.3M 24k 135.04
Amazon (AMZN) 1.0 $3.0M 14k 219.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.8M 49k 57.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.8M 57k 49.03
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.6M 27k 99.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $2.4M 85k 28.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $2.4M 22k 106.34
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.2M 5.1k 438.36
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $2.2M 12k 192.71
Ishares Tr U.s. Tech Etf (IYW) 0.7 $2.1M 12k 173.27
Netflix (NFLX) 0.6 $2.0M 1.5k 1339.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.9M 38k 49.46
Broadcom (AVGO) 0.6 $1.9M 6.7k 275.65
Blackrock Etf Trust Ishares Us Thema (THRO) 0.6 $1.8M 50k 35.58
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $1.7M 17k 101.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.7M 78k 22.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.7M 2.7k 617.82
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.6M 7.6k 215.79
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 5.5k 289.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $1.5M 6.7k 226.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.4M 34k 42.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.4M 2.9k 485.77
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.4M 7.8k 176.24
Vanguard Index Fds Value Etf (VTV) 0.4 $1.3M 7.6k 176.74
Haemonetics Corporation (HAE) 0.4 $1.3M 18k 74.61
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M 7.2k 177.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.2M 17k 72.68
Ishares Tr Mbs Etf (MBB) 0.4 $1.2M 13k 93.89
Alexander's (ALX) 0.4 $1.1M 4.9k 225.32
Sap Se Spon Adr (SAP) 0.4 $1.1M 3.6k 304.10
Vornado Rlty Tr Sh Ben Int (VNO) 0.4 $1.1M 28k 38.24
Keysight Technologies (KEYS) 0.3 $1.0M 6.2k 163.86
Visa Com Cl A (V) 0.3 $1.0M 2.8k 355.06
Hologic (HOLX) 0.3 $1.0M 15k 65.16
TTM Technologies (TTMI) 0.3 $994k 24k 40.82
Vanguard World Inf Tech Etf (VGT) 0.3 $990k 1.5k 663.28
Eli Lilly & Co. (LLY) 0.3 $983k 1.3k 779.82
Blackrock Etf Trust Ishares A I Inno (BAI) 0.3 $964k 33k 28.85
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.3 $952k 21k 45.77
Ishares Tr Core Intl Aggr (IAGG) 0.3 $903k 18k 51.09
Ishares Gold Tr Ishares New (IAU) 0.3 $890k 14k 62.36
Costco Wholesale Corporation (COST) 0.3 $875k 884.00 990.02
Wal-Mart Stores (WMT) 0.3 $868k 8.9k 97.78
Goldman Sachs (GS) 0.3 $859k 1.2k 707.75
Procter & Gamble Company (PG) 0.3 $837k 5.3k 159.33
Lam Research Corp Com New (LRCX) 0.3 $834k 8.6k 97.34
Tesla Motors (TSLA) 0.3 $826k 2.6k 317.66
Shell Spon Ads (SHEL) 0.3 $825k 12k 70.41
Novartis Sponsored Adr (NVS) 0.2 $759k 6.3k 121.01
Mastercard Incorporated Cl A (MA) 0.2 $742k 1.3k 561.95
Hubspot (HUBS) 0.2 $735k 1.3k 556.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $706k 2.3k 303.97
Hdfc Bank Sponsored Ads (HDB) 0.2 $694k 9.1k 76.67
HSBC HLDGS Spon Adr New (HSBC) 0.2 $671k 11k 60.79
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $658k 6.0k 109.64
Oracle Corporation (ORCL) 0.2 $656k 3.0k 218.62
Booking Holdings (BKNG) 0.2 $654k 113.00 5789.24
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $644k 12k 52.84
Astrazeneca Sponsored Adr 0.2 $642k 9.2k 69.88
Philip Morris International (PM) 0.2 $638k 3.5k 182.13
Exxon Mobil Corporation (XOM) 0.2 $636k 5.9k 107.81
Unilever Spon Adr New 0.2 $635k 10k 61.17
Asml Holding N V N Y Registry Shs (ASML) 0.2 $630k 786.00 801.41
Novo-nordisk A S Adr (NVO) 0.2 $599k 8.7k 69.02
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $594k 6.3k 93.95
Fiserv (FI) 0.2 $593k 3.4k 172.41
Sony Group Corp Sponsored Adr (SONY) 0.2 $556k 21k 26.03
Abbvie (ABBV) 0.2 $552k 3.0k 185.63
Home Depot (HD) 0.2 $545k 1.5k 366.58
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $538k 4.7k 113.41
Palantir Technologies Cl A (PLTR) 0.2 $532k 3.9k 136.32
General Motors Company (GM) 0.2 $512k 10k 49.21
Ishares Tr Russell 3000 Etf (IWV) 0.2 $502k 1.4k 351.12
Cisco Systems (CSCO) 0.2 $494k 7.1k 69.38
Citigroup Com New (C) 0.2 $476k 5.6k 85.12
Abbott Laboratories (ABT) 0.2 $474k 3.5k 136.02
Royal Caribbean Cruises (RCL) 0.2 $474k 1.5k 313.14
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $473k 9.3k 51.02
Ge Aerospace Com New (GE) 0.2 $472k 1.8k 257.39
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $472k 11k 42.59
Motorola Solutions Com New (MSI) 0.2 $466k 1.1k 420.49
Coca-Cola Company (KO) 0.2 $464k 6.6k 70.75
Belden (BDC) 0.1 $455k 3.9k 115.80
British Amern Tob Sponsored Adr (BTI) 0.1 $454k 9.6k 47.33
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $445k 6.5k 68.72
Ishares Tr Core Msci Total (IXUS) 0.1 $440k 5.7k 77.31
Emerson Electric (EMR) 0.1 $413k 3.1k 133.33
Raytheon Technologies Corp (RTX) 0.1 $412k 2.8k 146.02
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $409k 1.5k 278.88
Urban Edge Pptys (UE) 0.1 $407k 22k 18.66
Group 1 Automotive (GPI) 0.1 $407k 931.00 436.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $393k 2.9k 134.37
Bank of America Corporation (BAC) 0.1 $393k 8.3k 47.32
Toyota Motor Corp Ads (TM) 0.1 $391k 2.3k 172.26
Johnson & Johnson (JNJ) 0.1 $385k 2.5k 152.75
GSK Sponsored Adr (GSK) 0.1 $381k 9.9k 38.40
International Business Machines (IBM) 0.1 $380k 1.3k 294.69
American Express Company (AXP) 0.1 $376k 1.2k 318.98
Boeing Company (BA) 0.1 $376k 1.8k 209.52
Merck & Co (MRK) 0.1 $372k 4.7k 79.16
Eaton Corp SHS (ETN) 0.1 $372k 1.0k 356.83
Lowe's Companies (LOW) 0.1 $360k 1.6k 221.87
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $355k 7.3k 48.63
S&p Global (SPGI) 0.1 $347k 657.00 527.35
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $343k 81k 4.25
Linde SHS (LIN) 0.1 $341k 726.00 469.18
Duke Energy Corp Com New (DUK) 0.1 $340k 2.9k 117.99
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $340k 4.3k 79.31
Icici Bank Adr (IBN) 0.1 $338k 10k 33.64
Netease Sponsored Ads (NTES) 0.1 $335k 2.5k 134.58
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $333k 1.5k 217.33
Agnico (AEM) 0.1 $328k 2.8k 118.93
McDonald's Corporation (MCD) 0.1 $321k 1.1k 292.17
salesforce (CRM) 0.1 $315k 1.2k 272.69
Select Sector Spdr Tr Communication (XLC) 0.1 $314k 2.9k 108.53
Caterpillar (CAT) 0.1 $314k 809.00 388.21
Capital One Financial (COF) 0.1 $313k 1.5k 212.83
Cigna Corp (CI) 0.1 $311k 941.00 330.58
Tyler Technologies (TYL) 0.1 $310k 523.00 592.84
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $307k 2.7k 115.35
Ge Vernova (GEV) 0.1 $306k 578.00 529.15
Ansys (ANSS) 0.1 $304k 865.00 351.22
Morgan Stanley Com New (MS) 0.1 $300k 2.1k 140.88
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $300k 673.00 445.20
Blackrock (BLK) 0.1 $299k 285.00 1049.25
Southern Company (SO) 0.1 $299k 3.3k 91.84
Totalenergies Se Sponsored Ads 0.1 $293k 4.8k 61.39
Infosys Sponsored Adr (INFY) 0.1 $283k 15k 18.53
Chubb (CB) 0.1 $281k 969.00 289.72
ConocoPhillips (COP) 0.1 $273k 3.0k 89.73
American Intl Group Com New (AIG) 0.1 $273k 3.2k 85.59
Intuit (INTU) 0.1 $272k 345.00 787.63
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $271k 20k 13.72
At&t (T) 0.1 $266k 9.2k 28.94
Arrow Electronics (ARW) 0.1 $260k 2.0k 127.43
Amgen (AMGN) 0.1 $260k 929.00 279.32
Pdd Holdings Sponsored Ads (PDD) 0.1 $256k 2.4k 104.66
Northrop Grumman Corporation (NOC) 0.1 $253k 506.00 500.00
Jbg Smith Properties (JBGS) 0.1 $250k 14k 17.30
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $249k 2.1k 116.16
Wells Fargo & Company (WFC) 0.1 $246k 3.1k 80.12
National Grid Sponsored Adr Ne (NGG) 0.1 $245k 3.3k 74.41
Howmet Aerospace (HWM) 0.1 $244k 1.3k 186.13
Deere & Company (DE) 0.1 $243k 477.00 508.49
MetLife (MET) 0.1 $239k 3.0k 80.42
Gilead Sciences (GILD) 0.1 $238k 2.1k 110.87
Select Sector Spdr Tr Financial (XLF) 0.1 $234k 4.5k 52.37
Trane Technologies SHS (TT) 0.1 $227k 519.00 437.41
Sea Sponsord Ads (SE) 0.1 $225k 1.4k 159.94
TJX Companies (TJX) 0.1 $225k 1.8k 123.49
Accenture Plc Ireland Shs Class A (ACN) 0.1 $223k 746.00 298.89
American Electric Power Company (AEP) 0.1 $223k 2.1k 103.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $219k 1.6k 134.79
UnitedHealth (UNH) 0.1 $218k 700.00 311.97
AutoZone (AZO) 0.1 $215k 58.00 3712.22
Qualcomm (QCOM) 0.1 $215k 1.4k 159.26
Intercontinental Exchange (ICE) 0.1 $214k 1.2k 183.47
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $214k 1.2k 182.84
Uber Technologies (UBER) 0.1 $213k 2.3k 93.30
Automatic Data Processing (ADP) 0.1 $213k 689.00 308.40
Welltower Inc Com reit (WELL) 0.1 $212k 1.4k 153.73
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.1 $210k 8.3k 25.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $209k 379.00 552.31
Rio Tinto Sponsored Adr (RIO) 0.1 $209k 3.6k 58.33
Banco Santander Adr (SAN) 0.1 $201k 24k 8.30
Vale S A Sponsored Ads (VALE) 0.0 $121k 13k 9.71
Medicus Pharma (MDCX) 0.0 $107k 36k 2.99
United Microelectronics Corp Spon Adr New (UMC) 0.0 $95k 13k 7.65
Hudson Pacific Properties 0.0 $74k 27k 2.74
Planet Labs Pbc Com Cl A (PL) 0.0 $62k 10k 6.10
Nokia Corp Sponsored Adr (NOK) 0.0 $62k 12k 5.18
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.0 $54k 23k 2.41
Rocket Pharmaceuticals (RCKT) 0.0 $49k 20k 2.45
Scripps E W Co Ohio Cl A New (SSP) 0.0 $48k 16k 2.94
Frontier Group Hldgs (ULCC) 0.0 $42k 12k 3.63
Realogy Hldgs 0.0 $40k 11k 3.62
Claros Mtg Tr Common Stock (CMTG) 0.0 $39k 14k 2.85
Relay Therapeutics (RLAY) 0.0 $38k 11k 3.46
Taysha Gene Therapies Com Shs (TSHA) 0.0 $37k 16k 2.31
Amc Entmt Hldgs Cl A New (AMC) 0.0 $35k 11k 3.10
Lufax Holding Sponsored Adr (LU) 0.0 $34k 12k 2.79
Trinseo SHS (TSE) 0.0 $33k 11k 3.12
Savara (SVRA) 0.0 $32k 14k 2.28
Altice Usa Cl A (OPTU) 0.0 $29k 13k 2.14
Granite Pt Mtg Tr Com Stk (GPMT) 0.0 $28k 11k 2.47
Maxcyte (MXCT) 0.0 $27k 12k 2.18