May Hill Capital

May Hill Capital as of June 30, 2026

Portfolio Holdings for May Hill Capital

May Hill Capital holds 256 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.5 $74M 99k 748.89
Ishares Tr Rus 1000 Etf (IWB) 7.0 $34M 82k 409.50
Keysight Technologies (KEYS) 4.1 $19M 56k 350.07
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $14M 98k 137.53
Ishares Core Msci Emkt (IEMG) 2.8 $13M 159k 82.84
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $13M 171k 77.11
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.5 $12M 179k 68.01
Ishares Tr National Mun Etf (MUB) 2.4 $11M 105k 107.62
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $11M 73k 148.31
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $11M 48k 227.06
Ishares Tr Core Msci Eafe (IEFA) 2.1 $9.9M 102k 96.58
NVIDIA Corporation (NVDA) 2.0 $9.4M 47k 200.09
Apple (AAPL) 1.9 $9.1M 31k 289.36
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) 1.6 $7.7M 153k 50.33
Vanguard Index Fds Small Cp Etf (VB) 1.4 $6.6M 22k 303.13
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $5.9M 73k 80.57
Microsoft Corporation (MSFT) 1.2 $5.9M 16k 373.03
Ishares Tr Long Term Muni (LMUB) 1.1 $5.1M 100k 51.22
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.9M 13k 370.03
Amazon (AMZN) 1.0 $4.8M 20k 238.34
Global X Fds Defense Tech Etf (SHLD) 0.9 $4.2M 70k 59.71
Ishares Tr U.s. Tech Etf (IYW) 0.8 $4.0M 16k 252.23
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.8M 11k 357.36
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.6M 10k 353.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.6M 5.3k 686.77
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $3.4M 7.1k 477.58
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $3.4M 34k 98.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $3.4M 21k 164.27
Meta Platforms Cl A (META) 0.7 $3.4M 6.0k 563.31
Broadcom (AVGO) 0.7 $3.2M 8.5k 377.75
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.6 $3.0M 58k 52.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $3.0M 43k 71.25
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.6M 30k 86.14
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $2.5M 69k 36.87
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.5 $2.5M 58k 43.11
TTM Technologies (TTMI) 0.5 $2.5M 13k 187.02
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $2.5M 10k 246.21
JPMorgan Chase & Co. (JPM) 0.5 $2.5M 7.5k 327.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $2.4M 48k 50.58
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.4M 23k 106.47
Ishares Tr Mbs Etf (MBB) 0.5 $2.4M 25k 94.52
Micron Technology (MU) 0.5 $2.4M 2.1k 1154.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.3M 4.6k 500.39
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $2.3M 23k 100.35
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $2.3M 1.1k 1989.47
Lam Research Corp Com New (LRCX) 0.5 $2.2M 5.2k 433.33
Ishares Tr Core Intl Aggr (IAGG) 0.5 $2.2M 44k 50.60
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $2.2M 2.9k 746.66
Boeing Company (BA) 0.5 $2.2M 10k 216.47
Eli Lilly & Co. (LLY) 0.4 $2.1M 1.8k 1199.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.0M 73k 27.70
Tesla Motors (TSLA) 0.4 $1.8M 4.4k 420.60
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $1.8M 80k 22.78
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.8M 6.1k 300.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.8M 30k 59.69
Haemonetics Corporation (HAE) 0.4 $1.7M 22k 75.00
Vanguard Index Fds Value Etf (VTV) 0.3 $1.6M 7.3k 217.92
Boston Scientific Corporation (BSX) 0.3 $1.6M 37k 42.68
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.3 $1.6M 30k 51.78
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.3 $1.4M 28k 52.34
Advanced Micro Devices (AMD) 0.3 $1.4M 2.5k 580.91
Novartis Sponsored Adr (NVS) 0.3 $1.4M 9.1k 156.72
Johnson & Johnson (JNJ) 0.3 $1.4M 5.4k 253.97
Vanguard World Inf Tech Etf (VGT) 0.3 $1.4M 11k 119.52
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.3 $1.3M 21k 63.85
Goldman Sachs (GS) 0.3 $1.3M 1.3k 1011.38
HSBC HLDGS Spon Adr New (HSBC) 0.3 $1.3M 14k 95.09
Shell Spon Ads (SHEL) 0.3 $1.2M 16k 77.54
Visa Com Cl A (V) 0.3 $1.2M 3.6k 343.10
Wal-Mart Stores (WMT) 0.2 $1.2M 10k 113.26
Ishares Gold Tr Ishares New (IAU) 0.2 $1.1M 15k 75.51
Caterpillar (CAT) 0.2 $1.1M 1.0k 1064.90
Cisco Systems (CSCO) 0.2 $1.1M 9.2k 117.46
Intel Corporation (INTC) 0.2 $1.1M 7.6k 139.63
Abbvie (ABBV) 0.2 $1.0M 4.1k 251.65
Exxon Mobil Corporation (XOM) 0.2 $1.0M 7.5k 136.71
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.0M 11k 95.98
Netflix (NFLX) 0.2 $997k 14k 71.40
Costco Wholesale Corporation (COST) 0.2 $992k 1.1k 935.53
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $967k 7.3k 132.24
Bhp Billiton Sponsored Ads (BHP) 0.2 $943k 11k 83.31
Merck & Co (MRK) 0.2 $938k 7.3k 128.50
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $936k 8.0k 117.06
Applied Materials (AMAT) 0.2 $936k 1.3k 723.09
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $930k 1.4k 655.89
Mastercard Incorporated Cl A (MA) 0.2 $925k 1.8k 513.61
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $899k 24k 36.84
Bank of America Corporation (BAC) 0.2 $884k 16k 56.98
Corning Incorporated (GLW) 0.2 $881k 3.4k 255.43
Citigroup Com New (C) 0.2 $878k 6.3k 139.96
Ge Aerospace Com New (GE) 0.2 $869k 2.3k 373.73
Raytheon Technologies Corp (RTX) 0.2 $858k 4.5k 189.71
Eaton Corp SHS (ETN) 0.2 $850k 2.0k 426.02
Coreweave Com Cl A (CRWV) 0.2 $848k 8.5k 99.54
Sandisk Corp (SNDK) 0.2 $844k 371.00 2273.73
Morgan Stanley Com New (MS) 0.2 $840k 4.0k 209.06
General Motors Company (GM) 0.2 $816k 11k 77.08
Home Depot (HD) 0.2 $802k 2.3k 352.65
British Amern Tob Sponsored Adr (BTI) 0.2 $800k 13k 61.76
Ge Vernova (GEV) 0.2 $744k 633.00 1174.86
UnitedHealth (UNH) 0.2 $729k 1.8k 415.63
Novo-nordisk A S Adr (NVO) 0.1 $697k 15k 47.94
Banco Santander Sa Adr (SAN) 0.1 $695k 50k 13.80
Coca-Cola Company (KO) 0.1 $691k 8.5k 81.27
Philip Morris International (PM) 0.1 $689k 3.8k 180.91
Cummins (CMI) 0.1 $680k 954.00 713.21
Palo Alto Networks (PANW) 0.1 $680k 2.0k 341.02
Western Digital (WDC) 0.1 $673k 1.1k 638.72
American Express Company (AXP) 0.1 $646k 1.9k 338.25
Vornado Rlty Tr Sh Ben Int (VNO) 0.1 $644k 16k 39.30
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $625k 107k 5.83
Chubb (CB) 0.1 $618k 1.8k 340.65
International Business Machines (IBM) 0.1 $617k 2.2k 281.17
Kla Corp Com New (KLAC) 0.1 $609k 2.0k 301.74
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.1 $608k 7.4k 82.40
Rio Tinto Sponsored Adr (RIO) 0.1 $606k 6.4k 94.93
Ishares Tr Russell 3000 Etf (IWV) 0.1 $600k 1.4k 426.54
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.1 $593k 13k 44.36
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $565k 6.9k 82.27
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $558k 12k 45.12
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $558k 11k 51.69
Unilever Spon Adr New (UL) 0.1 $550k 9.1k 60.12
Linde SHS (LIN) 0.1 $538k 1.0k 518.95
GSK Sponsored Adr (GSK) 0.1 $524k 10k 52.42
Sony Group Corp Sponsored Adr (SONY) 0.1 $510k 25k 20.06
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $509k 10k 50.39
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $503k 25k 19.89
CSX Corporation (CSX) 0.1 $494k 10k 47.53
Booking Holdings (BKNG) 0.1 $493k 2.8k 178.24
Lowe's Companies (LOW) 0.1 $488k 2.2k 220.49
Emerson Electric (EMR) 0.1 $487k 3.4k 143.15
Alexander's (ALX) 0.1 $487k 1.8k 275.56
Astrazeneca Ord (AZN) 0.1 $481k 2.5k 189.62
Legg Mason Etf Invt Clearbridge Lrg (LRGE) 0.1 $468k 5.5k 85.66
Urban Edge Pptys (UE) 0.1 $463k 20k 22.88
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $455k 3.2k 142.39
Oracle Corporation (ORCL) 0.1 $454k 3.1k 146.55
United Microelectronics Corp Spon Adr New (UMC) 0.1 $451k 17k 27.21
Palantir Technologies Cl A (PLTR) 0.1 $447k 3.8k 116.67
Blackrock (BLK) 0.1 $445k 463.00 961.56
Netease Sponsored Ads (NTES) 0.1 $442k 3.4k 128.14
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $439k 4.8k 91.21
Royal Caribbean Cruises (RCL) 0.1 $435k 1.4k 317.53
Duke Energy Corp Com New (DUK) 0.1 $434k 3.4k 126.57
Southern Company (SO) 0.1 $424k 4.4k 95.72
Sap Se Spon Adr (SAP) 0.1 $412k 2.7k 154.11
Crowdstrike Hldgs Cl A (CRWD) 0.1 $411k 539.00 763.14
Toyota Motor Corp Ads (TM) 0.1 $411k 2.4k 168.42
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.1 $411k 11k 36.53
Barclays Adr (BCS) 0.1 $407k 15k 26.86
ConocoPhillips (COP) 0.1 $405k 3.9k 103.95
McDonald's Corporation (MCD) 0.1 $399k 1.5k 270.31
National Grid Sponsored Adr Ne (NGG) 0.1 $397k 4.8k 82.87
Amgen (AMGN) 0.1 $396k 1.1k 362.26
Motorola Solutions Com New (MSI) 0.1 $392k 944.00 415.33
Ishares Tr Core Msci Total (IXUS) 0.1 $392k 4.1k 95.44
TJX Companies (TJX) 0.1 $391k 2.6k 151.50
Belden (BDC) 0.1 $390k 3.3k 119.91
Procter & Gamble Company (PG) 0.1 $379k 2.6k 146.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $379k 4.4k 85.49
Equinor Asa Sponsored Adr (EQNR) 0.1 $377k 12k 31.40
Wells Fargo & Company (WFC) 0.1 $372k 4.5k 82.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $365k 7.6k 48.12
Welltower Inc Com reit (WELL) 0.1 $363k 1.6k 226.97
Howmet Aerospace (HWM) 0.1 $361k 1.3k 268.86
BP Sponsored Adr (BP) 0.1 $358k 9.7k 36.95
Marriott Intl Cl A (MAR) 0.1 $356k 961.00 370.59
Capital One Financial (COF) 0.1 $349k 1.7k 200.68
Colgate-Palmolive Company (CL) 0.1 $341k 3.7k 91.68
Stmicroelectronics N V Ny Registry (STM) 0.1 $340k 4.5k 74.89
American Electric Power Company (AEP) 0.1 $340k 2.5k 136.79
Monolithic Power Systems (MPWR) 0.1 $337k 244.00 1382.36
Marvell Technology (MRVL) 0.1 $330k 1.1k 297.95
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $330k 342.00 965.00
Totalenergies Se Act (TTE) 0.1 $328k 4.2k 77.76
Gilead Sciences (GILD) 0.1 $324k 2.6k 126.34
Deere & Company (DE) 0.1 $320k 505.00 634.33
Natwest Group Spons Adr (NWG) 0.1 $317k 18k 17.63
Dell Technologies CL C (DELL) 0.1 $315k 729.00 431.46
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $314k 12k 25.99
Trane Technologies SHS (TT) 0.1 $312k 636.00 491.16
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $307k 617.00 496.73
Nextera Energy (NEE) 0.1 $303k 3.4k 87.77
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $301k 2.6k 117.28
Northrop Grumman Corporation (NOC) 0.1 $299k 586.00 509.32
MetLife (MET) 0.1 $298k 3.5k 84.61
Ishares Tr Esg Optimized (SUSA) 0.1 $295k 1.9k 154.30
Ing Groep Sponsored Adr (ING) 0.1 $294k 9.4k 31.38
Nokia Corp Sponsored Adr (NOK) 0.1 $290k 22k 13.28
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $289k 2.7k 107.13
Vale S A Sponsored Ads (VALE) 0.1 $287k 19k 15.04
Chevron Corporation (CVX) 0.1 $286k 1.7k 165.73
Texas Instruments Incorporated (TXN) 0.1 $285k 955.00 298.22
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $283k 2.5k 114.18
Agnico (AEM) 0.1 $274k 1.8k 155.13
Group 1 Automotive (GPI) 0.1 $274k 941.00 291.17
Cigna Corp (CI) 0.1 $268k 972.00 275.69
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $264k 770.00 342.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $262k 5.2k 50.23
salesforce (CRM) 0.1 $260k 1.7k 156.66
Analog Devices (ADI) 0.1 $253k 637.00 397.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $252k 1.1k 219.45
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $251k 5.5k 45.49
Union Pacific Corporation (UNP) 0.1 $250k 919.00 272.01
Vertiv Holdings Com Cl A (VRT) 0.1 $249k 744.00 334.81
Pepsi (PEP) 0.1 $248k 1.8k 135.40
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.1 $248k 7.3k 33.73
Amphenol Corp Cl A (APH) 0.1 $245k 1.4k 176.26
Kimberly-Clark Corporation (KMB) 0.1 $241k 2.2k 109.77
Hdfc Bank Sponsored Ads (HDB) 0.1 $241k 9.3k 25.83
Baker Hughes Company Cl A (BKR) 0.0 $239k 4.3k 55.50
Ryder System (R) 0.0 $237k 899.00 263.77
Automatic Data Processing (ADP) 0.0 $235k 1.1k 223.95
Rockwell Automation (ROK) 0.0 $235k 474.00 495.08
Fabrinet SHS (FN) 0.0 $234k 417.00 562.08
Carrier Global Corporation (CARR) 0.0 $234k 3.2k 73.35
American Intl Group Com New (AIG) 0.0 $233k 3.1k 74.53
Verizon Communications (VZ) 0.0 $231k 5.4k 42.34
Biogen Idec (BIIB) 0.0 $229k 1.1k 216.06
S&p Global (SPGI) 0.0 $228k 560.00 407.32
AFLAC Incorporated (AFL) 0.0 $228k 1.9k 117.25
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $227k 2.2k 102.16
Qualcomm (QCOM) 0.0 $227k 1.2k 184.80
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $226k 8.3k 27.19
General Dynamics Corporation (GD) 0.0 $226k 639.00 353.99
Servicenow (NOW) 0.0 $226k 2.3k 99.28
Monster Beverage Corp (MNST) 0.0 $226k 2.3k 96.12
Pfizer (PFE) 0.0 $225k 9.3k 24.08
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.0 $225k 9.5k 23.58
United Parcel Svcs CL B (UPS) 0.0 $225k 2.1k 107.50
Norfolk Southern (NSC) 0.0 $223k 709.00 314.59
Walt Disney Company (DIS) 0.0 $221k 2.3k 96.25
TransDigm Group Incorporated (TDG) 0.0 $220k 165.00 1332.04
United Rentals (URI) 0.0 $219k 193.00 1132.89
Bristol Myers Squibb (BMY) 0.0 $219k 3.8k 57.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $216k 1.4k 154.34
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.0 $215k 3.6k 60.29
Vanguard Wellington Us Multifactor (VFMF) 0.0 $214k 1.2k 176.91
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.0 $210k 3.5k 60.22
Jd.com Spon Ads Cl A (JD) 0.0 $209k 8.2k 25.48
Uber Technologies (UBER) 0.0 $207k 2.9k 72.16
Icici Bank Adr (IBN) 0.0 $205k 7.1k 29.03
Jbg Smith Properties (JBGS) 0.0 $203k 14k 14.67
Diageo Spon Adr New (DEO) 0.0 $202k 2.5k 80.38
Valero Energy Corporation (VLO) 0.0 $202k 775.00 260.44
Prudential Adr (PUK) 0.0 $201k 7.5k 26.81
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $177k 16k 11.15
Haleon Spon Ads (HLN) 0.0 $175k 19k 9.33
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $161k 20k 8.17
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.0 $154k 13k 12.00
Aegon Amer Reg 1 Cert (AEG) 0.0 $150k 18k 8.44
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $112k 12k 9.58
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.0 $105k 18k 5.78
Ambev Sa Sponsored Adr (ABEV) 0.0 $102k 32k 3.14
Wipro Spon Adr 1 Sh (WIT) 0.0 $27k 12k 2.25
Medicus Pharma (MDCX) 0.0 $23k 51k 0.45