May Hill Capital

May Hill Capital as of Dec. 31, 2025

Portfolio Holdings for May Hill Capital

May Hill Capital holds 199 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.8 $59M 86k 684.94
Ishares Tr Rus 1000 Etf (IWB) 8.5 $32M 85k 373.44
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.3 $12M 200k 60.81
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $12M 55k 212.07
Ishares Core Msci Emkt (IEMG) 3.1 $12M 170k 67.22
Keysight Technologies (KEYS) 3.0 $11M 55k 203.19
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $11M 164k 66.00
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $10M 84k 123.26
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $8.2M 69k 120.18
Ishares Tr National Mun Etf (MUB) 2.0 $7.6M 71k 107.11
Apple (AAPL) 2.0 $7.4M 27k 271.86
NVIDIA Corporation (NVDA) 2.0 $7.3M 39k 186.50
Microsoft Corporation (MSFT) 1.8 $6.8M 14k 483.63
Vanguard Index Fds Small Cp Etf (VB) 1.6 $6.0M 23k 257.95
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $5.7M 20k 290.22
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 1.5 $5.6M 111k 50.77
Ishares Tr Core Msci Eafe (IEFA) 1.5 $5.4M 60k 89.46
Amazon (AMZN) 1.0 $3.9M 17k 230.82
Meta Platforms Cl A (META) 1.0 $3.5M 5.4k 660.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.5M 11k 335.28
Boston Scientific Corporation (BSX) 0.9 $3.5M 36k 95.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $3.3M 5.3k 627.09
Blackrock Etf Trust Ishares Us Thema (THRO) 0.9 $3.3M 85k 38.56
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $3.2M 22k 148.69
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.9M 9.4k 312.98
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.8M 8.8k 313.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $2.8M 44k 62.47
Broadcom (AVGO) 0.7 $2.6M 7.6k 346.10
Ishares Gold Tr Ishares New (IAU) 0.7 $2.5M 31k 81.17
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $2.5M 25k 101.67
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.5M 5.1k 487.88
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $2.4M 48k 50.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.3M 75k 30.07
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.2M 11k 209.12
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $2.2M 66k 33.30
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $2.2M 7.2k 303.90
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $2.0M 2.9k 681.97
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.0M 19k 106.70
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.9M 9.6k 199.68
JPMorgan Chase & Co. (JPM) 0.5 $1.9M 5.8k 322.21
Haemonetics Corporation (HAE) 0.5 $1.8M 22k 80.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.8M 74k 24.04
Ishares Tr Mbs Etf (MBB) 0.5 $1.8M 19k 95.22
Eli Lilly & Co. (LLY) 0.5 $1.7M 1.6k 1074.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.7M 31k 53.76
Tesla Motors (TSLA) 0.4 $1.6M 3.6k 449.72
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.6M 33k 50.01
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.6M 6.5k 246.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.6M 3.2k 502.65
Global X Fds Defense Tech Etf (SHLD) 0.4 $1.6M 24k 64.79
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $1.5M 31k 46.81
Vanguard Index Fds Value Etf (VTV) 0.4 $1.4M 7.5k 190.98
Netflix (NFLX) 0.4 $1.3M 14k 93.76
Hologic 0.3 $1.3M 17k 74.49
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.2M 12k 99.88
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.1M 7.7k 146.58
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $1.1M 1.0k 1069.88
Astrazeneca Ord (AZN) 0.3 $1.1M 12k 91.93
TTM Technologies (TTMI) 0.3 $1.1M 16k 69.00
Vanguard World Inf Tech Etf (VGT) 0.3 $1.1M 1.4k 753.78
Lam Research Corp Com New (LRCX) 0.3 $1.1M 6.3k 171.18
Wal-Mart Stores (WMT) 0.3 $1.1M 9.5k 111.41
Goldman Sachs (GS) 0.3 $1.1M 1.2k 879.00
Visa Com Cl A (V) 0.3 $1.1M 3.0k 350.72
Novartis Sponsored Adr (NVS) 0.3 $1.0M 7.6k 137.87
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $1.0M 19k 52.77
Shell Spon Ads (SHEL) 0.3 $1.0M 14k 73.48
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.0M 8.3k 120.96
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.3 $973k 20k 48.68
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.3 $971k 21k 46.68
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $948k 9.7k 97.80
HSBC HLDGS Spon Adr New (HSBC) 0.2 $921k 12k 78.67
Mastercard Incorporated Cl A (MA) 0.2 $908k 1.6k 570.89
General Motors Company (GM) 0.2 $858k 11k 81.32
Hdfc Bank Sponsored Ads (HDB) 0.2 $838k 23k 36.54
Costco Wholesale Corporation (COST) 0.2 $818k 948.00 862.40
Sap Se Spon Adr (SAP) 0.2 $815k 3.4k 242.91
Coreweave Com Cl A (CRWV) 0.2 $784k 11k 71.61
Exxon Mobil Corporation (XOM) 0.2 $780k 6.5k 120.35
Abbvie (ABBV) 0.2 $755k 3.3k 228.49
Johnson & Johnson (JNJ) 0.2 $736k 3.6k 206.95
Citigroup Com New (C) 0.2 $676k 5.8k 116.69
Bank of America Corporation (BAC) 0.2 $660k 12k 55.00
Unilever Spon Adr New (UL) 0.2 $635k 9.7k 65.40
Booking Holdings (BKNG) 0.2 $627k 117.00 5355.33
Cisco Systems (CSCO) 0.2 $622k 8.1k 77.03
Palantir Technologies Cl A (PLTR) 0.2 $621k 3.5k 177.75
Novo-nordisk A S Adr (NVO) 0.2 $616k 12k 50.88
Vornado Rlty Tr Sh Ben Int (VNO) 0.2 $615k 19k 33.28
Morgan Stanley Com New (MS) 0.2 $609k 3.4k 177.55
Ge Aerospace Com New (GE) 0.2 $602k 2.0k 308.03
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $585k 7.5k 77.53
British Amern Tob Sponsored Adr (BTI) 0.2 $583k 10k 56.62
Lowe's Companies (LOW) 0.2 $583k 2.4k 241.16
Oracle Corporation (ORCL) 0.2 $582k 3.0k 194.93
Merck & Co (MRK) 0.2 $569k 5.4k 105.26
Raytheon Technologies Corp (RTX) 0.2 $569k 3.1k 183.40
Sony Group Corp Sponsored Adr (SONY) 0.2 $566k 22k 25.60
Home Depot (HD) 0.2 $558k 1.6k 344.05
Ishares Tr Russell 3000 Etf (IWV) 0.1 $552k 1.4k 386.75
Philip Morris International (PM) 0.1 $551k 3.4k 160.40
Toyota Motor Corp Ads (TM) 0.1 $537k 2.5k 214.06
Alexander's (ALX) 0.1 $533k 2.4k 217.94
Caterpillar (CAT) 0.1 $523k 912.00 572.87
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $507k 1.4k 360.13
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.1 $501k 9.0k 55.57
Legg Mason Etf Invt Clearbridge Lrg (LRGE) 0.1 $497k 6.0k 82.34
American Express Company (AXP) 0.1 $486k 1.3k 369.95
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $486k 92k 5.30
Belden (BDC) 0.1 $458k 3.9k 116.55
Urban Edge Pptys (UE) 0.1 $441k 23k 19.19
Coca-Cola Company (KO) 0.1 $441k 6.3k 69.91
Chubb (CB) 0.1 $440k 1.4k 312.12
Abbott Laboratories (ABT) 0.1 $437k 3.5k 125.29
Bhp Billiton Sponsored Ads (BHP) 0.1 $433k 7.2k 60.37
Agnico (AEM) 0.1 $432k 2.5k 169.53
Motorola Solutions Com New (MSI) 0.1 $428k 1.1k 383.35
Rio Tinto Sponsored Adr (RIO) 0.1 $422k 5.3k 80.03
Emerson Electric (EMR) 0.1 $422k 3.2k 132.72
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $412k 3.2k 128.83
International Business Machines (IBM) 0.1 $410k 1.4k 296.13
Pdd Holdings Sponsored Ads (PDD) 0.1 $409k 3.6k 113.39
Hubspot (HUBS) 0.1 $404k 1.0k 401.30
GSK Sponsored Adr (GSK) 0.1 $401k 8.2k 49.04
Netease Sponsored Ads (NTES) 0.1 $395k 2.9k 137.62
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $385k 2.4k 160.97
Ishares Tr Core Msci Total (IXUS) 0.1 $385k 4.5k 84.63
Capital One Financial (COF) 0.1 $385k 1.6k 242.43
McDonald's Corporation (MCD) 0.1 $369k 1.2k 305.63
Group 1 Automotive (GPI) 0.1 $366k 931.00 393.30
Royal Caribbean Cruises (RCL) 0.1 $364k 1.3k 278.92
Ge Vernova (GEV) 0.1 $359k 549.00 653.57
salesforce (CRM) 0.1 $354k 1.3k 264.91
S&p Global (SPGI) 0.1 $352k 674.00 522.65
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $350k 22k 15.86
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $348k 7.7k 45.53
Advanced Micro Devices (AMD) 0.1 $341k 1.6k 214.16
Duke Energy Corp Com New (DUK) 0.1 $340k 2.9k 117.20
TJX Companies (TJX) 0.1 $339k 2.2k 153.61
Blackrock (BLK) 0.1 $338k 316.00 1070.34
Wells Fargo & Company (WFC) 0.1 $335k 3.6k 93.20
Eaton Corp SHS (ETN) 0.1 $329k 1.0k 318.37
Select Sector Spdr Tr State Street Com (XLC) 0.1 $326k 2.8k 117.72
Banco Santander Sa Adr (SAN) 0.1 $324k 28k 11.73
Totalenergies Se Act (TTE) 0.1 $319k 4.9k 65.42
Select Sector Spdr Tr State Street Con (XLY) 0.1 $316k 2.6k 119.41
UnitedHealth (UNH) 0.1 $313k 948.00 330.11
Amgen (AMGN) 0.1 $302k 923.00 327.44
National Grid Sponsored Adr Ne (NGG) 0.1 $302k 3.9k 77.35
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $302k 666.00 453.36
Infosys Sponsored Adr (INFY) 0.1 $300k 17k 17.82
ConocoPhillips (COP) 0.1 $297k 3.2k 93.60
Northrop Grumman Corporation (NOC) 0.1 $294k 516.00 570.23
Welltower Inc Com reit (WELL) 0.1 $291k 1.6k 185.61
Southern Company (SO) 0.1 $291k 3.3k 87.21
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $286k 8.4k 34.26
Pepsi (PEP) 0.1 $286k 2.0k 143.53
Gilead Sciences (GILD) 0.1 $281k 2.3k 122.74
Direxion Shares Etf Trust Daily Semiconduc (SOXL) 0.1 $279k 6.6k 42.03
Linde SHS (LIN) 0.1 $275k 644.00 426.39
Intuit (INTU) 0.1 $272k 410.00 662.42
American Electric Power Company (AEP) 0.1 $270k 2.3k 115.29
Micron Technology (MU) 0.1 $267k 936.00 285.49
Ishares Tr Esg Optimized (SUSA) 0.1 $267k 1.9k 139.34
Applied Materials (AMAT) 0.1 $266k 1.0k 256.93
American Intl Group Com New (AIG) 0.1 $262k 3.1k 85.55
BP Sponsored Adr (BP) 0.1 $261k 7.5k 34.73
Accenture Plc Ireland Shs Class A (ACN) 0.1 $259k 964.00 268.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $258k 5.2k 49.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $256k 417.00 613.72
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.1 $249k 3.9k 64.04
Cigna Corp (CI) 0.1 $244k 886.00 275.23
Howmet Aerospace (HWM) 0.1 $242k 1.2k 205.02
Jbg Smith Properties (JBGS) 0.1 $239k 14k 17.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $232k 1.2k 198.64
Adobe Systems Incorporated (ADBE) 0.1 $231k 660.00 349.99
MetLife (MET) 0.1 $230k 2.9k 78.94
Tyler Technologies (TYL) 0.1 $229k 505.00 453.95
Pfizer (PFE) 0.1 $229k 9.2k 24.90
Nike CL B (NKE) 0.1 $228k 3.6k 63.71
Deere & Company (DE) 0.1 $227k 487.00 465.57
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $217k 1.5k 143.30
Latam Airlines Group Sa Sponsored Adr (LTM) 0.1 $216k 4.0k 54.01
Fabrinet SHS (FN) 0.1 $214k 470.00 455.28
Automatic Data Processing (ADP) 0.1 $213k 828.00 257.23
Kla Corp Com New (KLAC) 0.1 $209k 172.00 1217.19
Qualcomm (QCOM) 0.1 $208k 1.2k 171.05
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $205k 3.7k 54.77
Procter & Gamble Company (PG) 0.1 $204k 1.4k 143.33
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $201k 9.7k 20.67
Trane Technologies SHS (TT) 0.1 $201k 517.00 389.20
Monolithic Power Systems (MPWR) 0.1 $200k 221.00 906.36
Moody's Corporation (MCO) 0.1 $200k 392.00 510.89
Vale S A Sponsored Ads (VALE) 0.1 $198k 15k 13.03
Haleon Spon Ads (HLN) 0.0 $139k 14k 10.11
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $137k 14k 9.65
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $124k 17k 7.16
United Microelectronics Corp Spon Adr New (UMC) 0.0 $111k 14k 7.86
Medicus Pharma (MDCX) 0.0 $55k 36k 1.53