May Hill Capital

May Hill Capital as of March 31, 2026

Portfolio Holdings for May Hill Capital

May Hill Capital holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.9 $59M 91k 653.21
Ishares Tr Rus 1000 Etf (IWB) 7.5 $30M 84k 356.56
Keysight Technologies (KEYS) 3.9 $15M 55k 282.37
Ishares Core Msci Emkt (IEMG) 3.1 $12M 176k 69.75
Ishares Tr S&p 500 Val Etf (IVE) 2.9 $11M 54k 211.15
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $11M 168k 67.53
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $11M 98k 113.11
Ishares Tr Core Msci Eafe (IEFA) 2.5 $9.9M 109k 90.53
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.4 $9.8M 168k 58.18
Ishares Tr National Mun Etf (MUB) 2.3 $9.3M 87k 106.15
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $8.9M 72k 124.31
NVIDIA Corporation (NVDA) 1.9 $7.5M 43k 174.40
Apple (AAPL) 1.9 $7.5M 29k 253.79
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 1.7 $6.8M 135k 50.19
Vanguard Index Fds Small Cp Etf (VB) 1.4 $5.8M 22k 261.92
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $5.4M 19k 287.18
Microsoft Corporation (MSFT) 1.3 $5.2M 14k 370.17
Global X Fds Defense Tech Etf (SHLD) 1.0 $3.9M 55k 70.84
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.9M 12k 320.80
Amazon (AMZN) 1.0 $3.9M 19k 208.27
Blackrock Etf Trust Ishares Us Thema (THRO) 0.9 $3.5M 97k 36.22
Ishares Tr Long Term Muni (LMUB) 0.9 $3.4M 69k 49.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.1M 5.3k 597.52
Meta Platforms Cl A (META) 0.8 $3.1M 5.5k 572.15
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $3.0M 21k 142.43
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.9M 9.9k 287.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $2.8M 43k 64.08
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.7M 9.4k 286.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.5M 50k 49.89
Ishares Tr U.s. Tech Etf (IYW) 0.6 $2.5M 14k 181.42
Broadcom (AVGO) 0.6 $2.5M 8.0k 309.51
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $2.4M 74k 32.95
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $2.4M 24k 100.72
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $2.3M 6.9k 337.96
Boston Scientific Corporation (BSX) 0.6 $2.3M 37k 62.75
Vanguard Index Fds Growth Etf (VUG) 0.6 $2.2M 5.1k 436.77
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $2.2M 70k 30.96
Ishares Tr Mbs Etf (MBB) 0.5 $2.1M 22k 94.95
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $2.1M 10k 205.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.1M 4.4k 479.20
JPMorgan Chase & Co. (JPM) 0.5 $2.1M 7.1k 294.15
Boeing Company (BA) 0.5 $2.1M 10k 199.03
Ishares Tr Core Intl Aggr (IAGG) 0.5 $2.0M 40k 50.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.0M 18k 106.50
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.9M 2.9k 650.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.8M 74k 24.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.7M 31k 54.05
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.6M 6.3k 248.01
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $1.5M 1.1k 1320.85
Shell Spon Ads (SHEL) 0.4 $1.5M 16k 93.00
Vanguard Index Fds Value Etf (VTV) 0.4 $1.5M 7.5k 196.21
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.5M 15k 99.27
Netflix (NFLX) 0.4 $1.4M 15k 96.15
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $1.4M 31k 46.91
Novartis Sponsored Adr (NVS) 0.3 $1.4M 9.0k 152.75
Eli Lilly & Co. (LLY) 0.3 $1.4M 1.5k 919.55
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.4M 60k 22.91
Tesla Motors (TSLA) 0.3 $1.3M 3.5k 371.75
Wal-Mart Stores (WMT) 0.3 $1.3M 11k 124.28
TTM Technologies (TTMI) 0.3 $1.3M 13k 97.42
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.3M 10k 125.46
Exxon Mobil Corporation (XOM) 0.3 $1.3M 7.6k 169.67
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $1.3M 25k 51.93
Hologic 0.3 $1.3M 17k 75.59
Haemonetics Corporation (HAE) 0.3 $1.3M 22k 56.36
Johnson & Johnson (JNJ) 0.3 $1.3M 5.1k 244.44
Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M 14k 88.16
Costco Wholesale Corporation (COST) 0.3 $1.1M 1.2k 996.49
Lam Research Corp Com New (LRCX) 0.3 $1.1M 5.3k 213.66
Vanguard World Inf Tech Etf (VGT) 0.3 $1.0M 1.5k 697.72
Goldman Sachs (GS) 0.3 $1.0M 1.2k 845.99
HSBC HLDGS Spon Adr New (HSBC) 0.3 $1.0M 12k 82.49
Sap Se Spon Adr (SAP) 0.3 $997k 5.8k 171.21
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $972k 21k 46.74
Visa Com Cl A (V) 0.2 $963k 3.2k 302.25
Merck & Co (MRK) 0.2 $879k 7.3k 120.29
Coreweave Com Cl A (CRWV) 0.2 $859k 11k 77.47
Abbvie (ABBV) 0.2 $833k 3.8k 217.49
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $821k 7.3k 112.27
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $818k 24k 33.97
Raytheon Technologies Corp (RTX) 0.2 $810k 4.2k 192.90
General Motors Company (GM) 0.2 $789k 11k 74.50
Mastercard Incorporated Cl A (MA) 0.2 $785k 1.6k 499.67
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $727k 8.0k 90.94
Eaton Corp SHS (ETN) 0.2 $701k 2.0k 357.59
Citigroup Com New (C) 0.2 $692k 6.1k 113.40
Caterpillar (CAT) 0.2 $685k 967.00 708.46
Cisco Systems (CSCO) 0.2 $678k 8.7k 77.59
British Amern Tob Sponsored Adr (BTI) 0.2 $664k 11k 58.47
Sony Group Corp Sponsored Adr (SONY) 0.2 $650k 31k 20.70
Ge Aerospace Com New (GE) 0.2 $650k 2.3k 283.77
Morgan Stanley Com New (MS) 0.2 $639k 3.9k 164.58
Bhp Billiton Sponsored Ads (BHP) 0.2 $609k 8.4k 72.74
Bank of America Corporation (BAC) 0.2 $607k 13k 48.75
Philip Morris International (PM) 0.1 $594k 3.6k 165.34
Coca-Cola Company (KO) 0.1 $582k 7.7k 76.05
Chubb (CB) 0.1 $577k 1.8k 325.93
Palantir Technologies Cl A (PLTR) 0.1 $573k 3.9k 146.28
Rio Tinto Sponsored Adr (RIO) 0.1 $557k 6.0k 93.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $550k 7.0k 78.41
GSK Sponsored Adr (GSK) 0.1 $549k 9.9k 55.19
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $539k 1.4k 383.40
American Express Company (AXP) 0.1 $538k 1.8k 302.48
Ge Vernova (GEV) 0.1 $533k 610.00 872.90
Astrazeneca Ord (AZN) 0.1 $532k 2.7k 197.22
Booking Holdings (BKNG) 0.1 $531k 126.00 4210.32
Ishares Tr Russell 3000 Etf (IWV) 0.1 $529k 1.4k 370.69
Pdd Holdings Sponsored Ads (PDD) 0.1 $527k 5.2k 102.18
Home Depot (HD) 0.1 $525k 1.6k 328.85
Toyota Motor Corp Ads (TM) 0.1 $515k 2.5k 206.09
Vornado Rlty Tr Sh Ben Int (VNO) 0.1 $511k 20k 25.99
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $507k 101k 5.03
Cummins (CMI) 0.1 $500k 930.00 538.02
Lowe's Companies (LOW) 0.1 $499k 2.1k 236.28
Linde SHS (LIN) 0.1 $496k 1.0k 495.76
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $486k 11k 45.12
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $482k 12k 38.86
ConocoPhillips (COP) 0.1 $481k 3.6k 131.99
Micron Technology (MU) 0.1 $478k 1.4k 337.93
salesforce (CRM) 0.1 $466k 2.5k 186.67
Belden (BDC) 0.1 $452k 3.9k 114.83
Equinor Asa Sponsored Adr (EQNR) 0.1 $451k 11k 42.20
Emerson Electric (EMR) 0.1 $446k 3.4k 131.02
Oracle Corporation (ORCL) 0.1 $445k 3.0k 147.11
BP Sponsored Adr (BP) 0.1 $434k 9.2k 47.00
Urban Edge Pptys (UE) 0.1 $430k 22k 19.98
Applied Materials (AMAT) 0.1 $430k 1.3k 341.79
Legg Mason Etf Invt Clearbridge Lrg (LRGE) 0.1 $425k 5.7k 75.20
Motorola Solutions Com New (MSI) 0.1 $425k 978.00 434.01
Duke Energy Corp Com New (DUK) 0.1 $416k 3.2k 130.93
Alexander's (ALX) 0.1 $415k 1.8k 236.20
TJX Companies (TJX) 0.1 $403k 2.5k 159.70
Corning Incorporated (GLW) 0.1 $402k 3.0k 135.97
International Business Machines (IBM) 0.1 $401k 1.7k 242.34
Procter & Gamble Company (PG) 0.1 $400k 2.8k 144.45
Blackrock (BLK) 0.1 $398k 414.00 961.71
Amgen (AMGN) 0.1 $394k 1.1k 351.97
National Grid Sponsored Adr Ne (NGG) 0.1 $391k 4.6k 84.60
McDonald's Corporation (MCD) 0.1 $389k 1.3k 310.79
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $387k 3.2k 121.19
CSX Corporation (CSX) 0.1 $387k 9.4k 41.05
Ishares Tr Core Msci Total (IXUS) 0.1 $387k 4.5k 86.64
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $387k 4.8k 80.61
UnitedHealth (UNH) 0.1 $383k 1.4k 270.59
Totalenergies Se Act (TTE) 0.1 $382k 4.2k 90.98
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $381k 7.9k 47.98
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $380k 11k 33.77
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $380k 22k 16.97
Banco Santander Sa Adr (SAN) 0.1 $375k 33k 11.28
Royal Caribbean Cruises (RCL) 0.1 $372k 1.4k 275.18
Advanced Micro Devices (AMD) 0.1 $371k 1.8k 203.43
Wells Fargo & Company (WFC) 0.1 $362k 4.5k 79.61
Northrop Grumman Corporation (NOC) 0.1 $360k 527.00 682.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $358k 7.7k 46.74
Agnico (AEM) 0.1 $357k 1.8k 202.98
Netease Sponsored Ads (NTES) 0.1 $354k 3.2k 111.94
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.1 $354k 5.1k 69.37
Southern Company (SO) 0.1 $347k 3.6k 96.53
Jd.com Spon Ads Cl A (JD) 0.1 $346k 12k 29.57
Chevron Corporation (CVX) 0.1 $346k 1.7k 206.87
Unilever Spon Adr New (UL) 0.1 $344k 6.0k 56.97
Pfizer (PFE) 0.1 $342k 12k 28.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $342k 4.4k 77.11
Gilead Sciences (GILD) 0.1 $339k 2.4k 139.37
Welltower Inc Com reit (WELL) 0.1 $333k 1.7k 197.71
Nextera Energy (NEE) 0.1 $321k 3.5k 92.88
Pepsi (PEP) 0.1 $317k 2.0k 155.31
American Electric Power Company (AEP) 0.1 $309k 2.4k 131.06
Group 1 Automotive (GPI) 0.1 $308k 931.00 330.63
Select Sector Spdr Tr State Street Com (XLC) 0.1 $307k 2.8k 110.86
Colgate-Palmolive Company (CL) 0.1 $305k 3.6k 85.23
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.1 $305k 36k 8.38
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $300k 12k 25.48
S&p Global (SPGI) 0.1 $296k 695.00 425.39
Howmet Aerospace (HWM) 0.1 $293k 1.3k 230.46
Marriott Intl Cl A (MAR) 0.1 $292k 892.00 327.07
Select Sector Spdr Tr State Street Con (XLY) 0.1 $289k 2.6k 108.98
Deere & Company (DE) 0.1 $288k 512.00 563.30
Capital One Financial (COF) 0.1 $277k 1.5k 182.37
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $272k 2.3k 118.62
Vale S A Sponsored Ads (VALE) 0.1 $270k 17k 15.91
Western Digital (WDC) 0.1 $265k 979.00 270.49
Baker Hughes Company Cl A (BKR) 0.1 $264k 4.3k 61.05
Intel Corporation (INTC) 0.1 $263k 6.0k 44.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $261k 5.2k 49.95
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $255k 571.00 446.54
Ishares Tr Esg Optimized (SUSA) 0.1 $253k 1.9k 132.10
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $253k 14k 18.52
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $252k 12k 21.68
Waste Management (WM) 0.1 $252k 1.1k 229.79
Monolithic Power Systems (MPWR) 0.1 $247k 226.00 1093.35
Haleon Spon Ads (HLN) 0.1 $244k 24k 10.01
American Intl Group Com New (AIG) 0.1 $243k 3.2k 75.25
Bristol Myers Squibb (BMY) 0.1 $242k 4.0k 60.65
Hubspot (HUBS) 0.1 $240k 985.00 244.10
Kla Corp Com New (KLAC) 0.1 $238k 161.00 1475.72
Cigna Corp (CI) 0.1 $237k 888.00 266.75
Palo Alto Networks (PANW) 0.1 $233k 1.5k 160.32
Relx Sponsored Adr (RELX) 0.1 $233k 7.0k 33.15
Uber Technologies (UBER) 0.1 $232k 3.2k 71.93
Sandisk Corp (SNDK) 0.1 $230k 362.00 635.34
At&t (T) 0.1 $230k 7.9k 28.99
MetLife (MET) 0.1 $228k 3.2k 70.72
Trane Technologies SHS (TT) 0.1 $227k 545.00 416.74
AutoZone (AZO) 0.1 $226k 67.00 3377.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $224k 1.2k 191.83
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.1 $222k 8.1k 27.40
Chunghwa Telecom Spon Adr New11 (CHT) 0.1 $220k 5.2k 42.24
Fabrinet SHS (FN) 0.1 $218k 417.00 521.52
Intuit (INTU) 0.1 $213k 493.00 432.38
Natwest Group Spons Adr (NWG) 0.1 $212k 14k 14.90
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $211k 1.4k 145.76
Jbg Smith Properties (JBGS) 0.1 $208k 14k 14.61
Union Pacific Corporation (UNP) 0.1 $207k 852.00 242.62
Honeywell International (HON) 0.1 $205k 908.00 226.03
Barclays Adr (BCS) 0.1 $205k 9.7k 21.16
Infosys Sponsored Adr (INFY) 0.0 $188k 14k 13.51
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $183k 16k 11.27
United Microelectronics Corp Spon Adr New (UMC) 0.0 $129k 14k 8.98
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.0 $120k 10k 11.44
Aegon Amer Reg 1 Cert (AEG) 0.0 $117k 16k 7.26
Nokia Corp Sponsored Adr (NOK) 0.0 $87k 11k 8.04
Medicus Pharma (MDCX) 0.0 $23k 51k 0.46