13F HOLDINGS REPORT

May Hill Capital, LLC

Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001951757-25-000245

Total Value

$258.3M

Positions

164

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (164)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	85,835	$50.5M	19.56%
2	ISHARES TR	464287622	86,015	$27.7M	10.73%
3	ISHARES TR	464287507	190,294	$11.9M	4.59%
4	ISHARES INC	46434G103	141,669	$7.4M	2.86%
5	ISHARES TR	464288414	67,170	$7.2M	2.77%
6	ISHARES TR	464287804	61,517	$7.1M	2.74%
7	VANGUARD INDEX FDS	922908629	25,839	$6.8M	2.64%
8	VANGUARD INDEX FDS	922908751	27,313	$6.6M	2.54%
9	BOSTON SCIENTIFIC CORP	BSX	60,689	$5.4M	2.10%
10	ISHARES TR	464287226	53,740	$5.2M	2.02%
11	ISHARES TR	46432F842	69,572	$4.9M	1.89%
12	ISHARES TR	464287150	35,443	$4.6M	1.76%
13	APPLE INC	AAPL	17,133	$4.3M	1.66%
14	NVIDIA CORPORATION	NVDA	29,659	$4.0M	1.54%
15	MICROSOFT CORP	MSFT	9,248	$3.9M	1.51%
16	VANGUARD INDEX FDS	922908363	6,855	$3.7M	1.43%
17	SCHWAB STRATEGIC TR	808524508	118,028	$3.3M	1.27%
18	VANGUARD MUN BD FDS	922907746	64,498	$3.2M	1.25%
19	ISHARES TR	464288158	29,447	$3.1M	1.20%
20	META PLATFORMS INC	META	4,866	$2.8M	1.10%
21	AMAZON COM INC	AMZN	11,290	$2.5M	0.96%
22	VANGUARD TAX-MANAGED FDS	921943858	49,674	$2.4M	0.92%
23	VANGUARD INDEX FDS	922908652	12,298	$2.3M	0.90%
24	VANGUARD INDEX FDS	922908736	4,944	$2.0M	0.79%
25	VANGUARD INTL EQUITY INDEX F	922042858	45,954	$2.0M	0.78%
26	ISHARES TR	464287655	8,858	$2.0M	0.76%
27	ISHARES TR	464288273	25,952	$1.6M	0.61%
28	SPDR SER TR	78464A854	22,222	$1.5M	0.59%
29	SPDR S&P 500 ETF TR	SPY	2,592	$1.5M	0.59%
30	SCHWAB STRATEGIC TR	808524805	79,249	$1.5M	0.57%
31	HAEMONETICS CORP MASS	HAE	17,915	$1.4M	0.54%
32	BROADCOM INC	AVGO	5,912	$1.4M	0.53%
33	ALPHABET INC	GOOG	6,826	$1.3M	0.50%
34	SPDR INDEX SHS FDS	78463X509	33,643	$1.3M	0.50%
35	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,823	$1.3M	0.50%
36	VANGUARD BD INDEX FDS	921937835	17,228	$1.2M	0.48%
37	VORNADO RLTY TR	929042109	29,412	$1.2M	0.48%
38	NETFLIX INC	NFLX	1,362	$1.2M	0.47%
39	JPMORGAN CHASE & CO.	VYLD	5,034	$1.2M	0.47%
40	ELI LILLY & CO	LLY	1,561	$1.2M	0.47%
41	HUBSPOT INC	HUBS	1,702	$1.2M	0.46%
42	TAIWAN SEMICONDUCTOR MFG LTD	874039100	5,669	$1.1M	0.43%
43	HOLOGIC INC	HOLX	15,446	$1.1M	0.43%
44	VANGUARD INDEX FDS	922908744	6,456	$1.1M	0.42%
45	ISHARES TR	46429B655	21,003	$1.1M	0.41%
46	ALEXANDERS INC	ALX	5,242	$1.0M	0.41%
47	KEYSIGHT TECHNOLOGIES INC	KEYS	6,127	$984,180	0.38%
48	INVESCO EXCHANGE TRADED FD T	IVZ	20,801	$858,260	0.33%
49	ISHARES TR	464288513	10,611	$834,533	0.32%
50	VISA INC	V	2,488	$786,323	0.30%
51	ADOBE INC	ADBE	1,755	$780,413	0.30%
52	COSTCO WHSL CORP NEW	22160K105	839	$768,813	0.30%
53	WALMART INC	WMT	8,363	$755,620	0.29%
54	TTM TECHNOLOGIES INC	TTMI	30,000	$742,500	0.29%
55	TESLA INC	TSLA	1,749	$706,316	0.27%
56	FISERV INC	FISV	3,409	$700,277	0.27%
57	EXXON MOBIL CORP	XOM	6,252	$672,566	0.26%
58	TEXAS INSTRS INC	882508104	3,556	$666,872	0.26%
59	ISHARES TR	46432F834	9,933	$656,957	0.25%
60	VANGUARD INDEX FDS	922908769	2,257	$654,077	0.25%
61	ABBVIE INC	ABBV	3,604	$640,399	0.25%
62	GOLDMAN SACHS GROUP INC	GSCE	1,115	$638,471	0.25%
63	BOEING CO	BA-PA	3,583	$634,176	0.25%
64	HOME DEPOT INC	HD	1,628	$633,183	0.25%
65	ARROW ELECTRS INC	042735100	5,537	$626,345	0.24%
66	UNITEDHEALTH GROUP INC	UNH	1,203	$608,550	0.24%
67	MERCK & CO INC	MRK	6,029	$599,743	0.23%
68	ALPHABET INC	GOOG	3,081	$586,746	0.23%
69	ORACLE CORP	ORCL-PD	3,386	$564,281	0.22%
70	LAM RESEARCH CORP	LRCX	7,730	$558,338	0.22%
71	HSBC HLDGS PLC	HBCYF	11,146	$551,281	0.21%
72	GENERAL MTRS CO	37045V100	10,337	$550,652	0.21%
73	PROCTER AND GAMBLE CO	742718109	3,103	$520,257	0.20%
74	BOOKING HOLDINGS INC	BKNG	103	$511,747	0.20%
75	MASTERCARD INCORPORATED	MA	967	$509,205	0.20%
76	MOTOROLA SOLUTIONS INC	MSI	1,055	$487,703	0.19%
77	ISHARES TR	464287309	4,773	$484,603	0.19%
78	URBAN EDGE PPTYS	91704F104	22,357	$480,676	0.19%
79	ISHARES TR	464287689	1,429	$477,771	0.18%
80	ISHARES TR	464287408	2,375	$453,404	0.18%
81	BELDEN INC	BDC	3,900	$439,179	0.17%
82	ROYAL BK CDA	780087102	3,592	$432,886	0.17%
83	NOVO-NORDISK A S	NONOF	4,870	$418,887	0.16%
84	SHELL PLC	RYDAF	6,671	$417,938	0.16%
85	SPDR SER TR	78464A474	13,879	$414,429	0.16%
86	MCDONALDS CORP	MCD	1,428	$413,963	0.16%
87	VANGUARD INTL EQUITY INDEX F	922042718	3,614	$413,750	0.16%
88	TOYOTA MOTOR CORP	TOYOF	2,104	$409,459	0.16%
89	PHILIP MORRIS INTL INC	718172109	3,316	$399,081	0.15%
90	SONY GROUP CORP	SNEJF	18,714	$395,988	0.15%
91	CITIGROUP INC	C-PR	5,614	$395,169	0.15%
92	EMERSON ELEC CO	EMR	3,176	$393,602	0.15%
93	GROUP 1 AUTOMOTIVE INC	GPI	924	$389,448	0.15%
94	SALESFORCE INC	CRM	1,164	$389,160	0.15%
95	SCHWAB STRATEGIC TR	808524888	11,076	$380,255	0.15%
96	SAP SE	SAPGF	1,530	$376,701	0.15%
97	CISCO SYS INC	CSCO	6,355	$376,230	0.15%
98	ABBOTT LABS	ABLZF	3,186	$360,384	0.14%
99	BANK NOVA SCOTIA HALIFAX	064149107	6,645	$356,983	0.14%
100	HONEYWELL INTL INC	438516106	1,573	$355,325	0.14%
101	BANK AMERICA CORP	060505104	7,834	$344,312	0.13%
102	COCA COLA CO	KO	5,511	$343,115	0.13%
103	ROYAL CARIBBEAN GROUP	V7780T103	1,477	$340,729	0.13%
104	NXP SEMICONDUCTORS N V	NXPI	1,614	$335,470	0.13%
105	CONOCOPHILLIPS	COP	3,343	$331,492	0.13%
106	ASML HOLDING N V	ASMLF	476	$329,918	0.13%
107	AMGEN INC	AMGN	1,255	$327,202	0.13%
108	SHOPIFY INC	SHOP	3,059	$325,263	0.13%
109	ENBRIDGE INC	ENNPF	7,606	$322,723	0.12%
110	INTERNATIONAL BUSINESS MACHS	INTR	1,460	$320,868	0.12%
111	AMERICAN EXPRESS CO	AXP	1,070	$317,565	0.12%
112	EATON CORP PLC	ETN	954	$316,452	0.12%
113	JOHNSON & JOHNSON	JNJ	2,175	$314,552	0.12%
114	RTX CORPORATION	RTX	2,689	$311,171	0.12%
115	SCHWAB STRATEGIC TR	808524201	13,005	$301,445	0.12%
116	ASTRAZENECA PLC	AZN	4,525	$296,478	0.11%
117	UNILEVER PLC	UNLYF	5,213	$295,577	0.11%
118	ANSYS INC	03662Q105	866	$292,128	0.11%
119	GE AEROSPACE	369604301	1,735	$289,381	0.11%
120	DUKE ENERGY CORP NEW	DUKB	2,664	$287,001	0.11%
121	S&P GLOBAL INC	SPGI	576	$286,902	0.11%
122	SOUTHERN CO	SOMN	3,467	$285,435	0.11%
123	BP PLC	BPPFF	9,504	$280,938	0.11%
124	MORGAN STANLEY	MS-PQ	2,205	$277,252	0.11%
125	COMCAST CORP NEW	CCZ	7,310	$274,348	0.11%
126	BLACKROCK INC	BLK	267	$273,704	0.11%
127	ACCENTURE PLC IRELAND	ACN	776	$272,989	0.11%
128	CATERPILLAR INC	CAT	749	$271,707	0.11%
129	SERVICENOW INC	NOW	255	$270,331	0.10%
130	NOVARTIS AG	NVSEF	2,724	$265,072	0.10%
131	VERTEX PHARMACEUTICALS INC	VRTX	648	$260,950	0.10%
132	LINDE PLC	LIN	617	$258,319	0.10%
133	CHUBB LIMITED	CB	919	$253,920	0.10%
134	INTUIT	INTU	402	$252,657	0.10%
135	AGNICO EAGLE MINES LTD	AEM	3,183	$248,942	0.10%
136	THE CIGNA GROUP	125523100	897	$247,698	0.10%
137	NORTHROP GRUMMAN CORP	NOC	514	$241,223	0.09%
138	TELEDYNE TECHNOLOGIES INC	TDY	513	$238,099	0.09%
139	ISHARES TR	464287663	2,537	$234,857	0.09%
140	DISNEY WALT CO	254687106	2,095	$233,278	0.09%
141	UNION PAC CORP	UNP	1,021	$232,829	0.09%
142	METLIFE INC	MET-PF	2,824	$231,229	0.09%
143	ISHARES TR	46435U853	6,284	$231,182	0.09%
144	JBG SMITH PPTYS	46590V100	14,966	$230,027	0.09%
145	LLOYDS BANKING GROUP PLC	LLOBF	83,483	$227,074	0.09%
146	LOWES COS INC	548661107	920	$227,056	0.09%
147	THERMO FISHER SCIENTIFIC INC	TMO	436	$226,827	0.09%
148	ON SEMICONDUCTOR CORP	ON	3,592	$226,476	0.09%
149	AMERICAN INTL GROUP INC	026874784	3,045	$221,676	0.09%
150	PALO ALTO NETWORKS INC	PANW	1,210	$220,172	0.09%
151	TJX COS INC NEW	872540109	1,820	$219,874	0.09%
152	EOG RES INC	EOG	1,779	$218,070	0.08%
153	ADVANCED MICRO DEVICES INC	AMD	1,794	$216,756	0.08%
154	CREDICORP LTD	BAP	1,182	$216,684	0.08%
155	CIRRUS LOGIC INC	CRUS	2,107	$209,815	0.08%
156	DBX ETF TR	233051432	5,810	$209,629	0.08%
157	ISHARES TR	46432F339	1,168	$208,020	0.08%
158	AUTOMATIC DATA PROCESSING IN	ADP	707	$206,960	0.08%
159	QUALCOMM INC	QCOM	1,340	$205,851	0.08%
160	VANGUARD WORLD FD	92204A702	331	$205,816	0.08%
161	TRANE TECHNOLOGIES PLC	TT	545	$201,296	0.08%
162	STELLANTIS N.V	STLA	10,869	$141,840	0.05%
163	MITSUBISHI UFJ FINL GROUP IN	606822104	10,297	$120,681	0.05%
164	BANCO SANTANDER S.A.	BCDRF	19,436	$88,628	0.03%