13F HOLDINGS REPORT
May Hill Capital, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001951757-25-000481
Total Value
$265.1M
Positions
184
Other Managers
0
Confidential Omitted
No
Holdings (184)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 87,870 | $49.4M | 18.63% |
| 2 | ISHARES TR | 464287622 | 86,044 | $26.4M | 9.96% |
| 3 | ISHARES TR | 464287507 | 190,954 | $11.1M | 4.20% |
| 4 | ISHARES INC | 46434G103 | 145,857 | $7.9M | 2.97% |
| 5 | ISHARES TR | 464288414 | 69,467 | $7.3M | 2.76% |
| 6 | ISHARES TR | 464287804 | 64,364 | $6.7M | 2.54% |
| 7 | VANGUARD INDEX FDS | 922908629 | 25,552 | $6.6M | 2.49% |
| 8 | ISHARES TR | 46432F842 | 82,271 | $6.2M | 2.35% |
| 9 | BOSTON SCIENTIFIC CORP | BSX | 60,621 | $6.1M | 2.31% |
| 10 | VANGUARD INDEX FDS | 922908751 | 27,283 | $6.0M | 2.28% |
| 11 | ISHARES TR | 464287226 | 52,337 | $5.2M | 1.95% |
| 12 | ISHARES TR | 464287150 | 37,043 | $4.5M | 1.70% |
| 13 | APPLE INC | AAPL | 20,312 | $4.5M | 1.70% |
| 14 | MICROSOFT CORP | MSFT | 9,761 | $3.7M | 1.38% |
| 15 | VANGUARD INDEX FDS | 922908363 | 6,861 | $3.5M | 1.33% |
| 16 | NVIDIA CORPORATION | NVDA | 31,524 | $3.4M | 1.29% |
| 17 | VANGUARD MUN BD FDS | 922907746 | 64,349 | $3.2M | 1.20% |
| 18 | ISHARES TR | 464288158 | 29,450 | $3.1M | 1.17% |
| 19 | SCHWAB STRATEGIC TR | 808524508 | 117,467 | $3.1M | 1.16% |
| 20 | META PLATFORMS INC | META | 4,952 | $2.9M | 1.08% |
| 21 | VANGUARD TAX-MANAGED FDS | 921943858 | 49,695 | $2.5M | 0.95% |
| 22 | AMAZON COM INC | AMZN | 11,488 | $2.2M | 0.82% |
| 23 | VANGUARD INDEX FDS | 922908652 | 12,206 | $2.1M | 0.79% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042858 | 45,288 | $2.0M | 0.77% |
| 25 | VANGUARD INDEX FDS | 922908736 | 5,304 | $2.0M | 0.74% |
| 26 | ISHARES TR | 464287309 | 20,881 | $1.9M | 0.73% |
| 27 | ISHARES TR | 464287655 | 8,467 | $1.7M | 0.64% |
| 28 | SCHWAB STRATEGIC TR | 808524805 | 79,249 | $1.6M | 0.59% |
| 29 | BLACKROCK ETF TRUST | BLK | 31,700 | $1.5M | 0.58% |
| 30 | SPDR S&P 500 ETF TR | SPY | 2,712 | $1.5M | 0.57% |
| 31 | ISHARES TR | 464287408 | 7,935 | $1.5M | 0.57% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,764 | $1.5M | 0.56% |
| 33 | ISHARES TR | 464288273 | 23,157 | $1.5M | 0.55% |
| 34 | SPDR SER TR | 78464A854 | 22,357 | $1.5M | 0.55% |
| 35 | SPDR INDEX SHS FDS | 78463X509 | 33,620 | $1.3M | 0.50% |
| 36 | NETFLIX INC | NFLX | 1,405 | $1.3M | 0.49% |
| 37 | ELI LILLY & CO | LLY | 1,582 | $1.3M | 0.49% |
| 38 | VANGUARD INDEX FDS | 922908744 | 7,434 | $1.3M | 0.48% |
| 39 | VANGUARD BD INDEX FDS | 921937835 | 17,380 | $1.3M | 0.48% |
| 40 | JPMORGAN CHASE & CO. | VYLD | 5,160 | $1.3M | 0.48% |
| 41 | HAEMONETICS CORP MASS | HAE | 17,940 | $1.1M | 0.43% |
| 42 | ALPHABET INC | GOOG | 7,256 | $1.1M | 0.42% |
| 43 | ALEXANDERS INC | ALX | 5,232 | $1.1M | 0.41% |
| 44 | VORNADO RLTY TR | 929042109 | 28,717 | $1.1M | 0.40% |
| 45 | BROADCOM INC | AVGO | 6,151 | $1.0M | 0.39% |
| 46 | BLACKROCK ETF TRUST II | BLK | 20,233 | $1.0M | 0.38% |
| 47 | ALIBABA GROUP HLDG LTD | BBAAY | 7,395 | $977,841 | 0.37% |
| 48 | HOLOGIC INC | HOLX | 15,370 | $949,405 | 0.36% |
| 49 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,704 | $946,861 | 0.36% |
| 50 | VISA INC | V | 2,691 | $943,105 | 0.36% |
| 51 | KEYSIGHT TECHNOLOGIES INC | KEYS | 6,152 | $921,385 | 0.35% |
| 52 | ISHARES TR | 46429B655 | 17,909 | $914,259 | 0.34% |
| 53 | ALPHABET INC | GOOG | 5,614 | $877,075 | 0.33% |
| 54 | HUBSPOT INC | HUBS | 1,455 | $831,227 | 0.31% |
| 55 | COSTCO WHSL CORP NEW | 22160K105 | 847 | $801,140 | 0.30% |
| 56 | INVESCO EXCHANGE TRADED FD T | IVZ | 20,801 | $795,648 | 0.30% |
| 57 | EXXON MOBIL CORP | XOM | 6,638 | $789,500 | 0.30% |
| 58 | FISERV INC | FISV | 3,527 | $778,867 | 0.29% |
| 59 | ISHARES TR | 46432F834 | 10,908 | $761,474 | 0.29% |
| 60 | ABBVIE INC | ABBV | 3,606 | $755,517 | 0.29% |
| 61 | SHELL PLC | RYDAF | 10,017 | $734,046 | 0.28% |
| 62 | WALMART INC | WMT | 8,358 | $733,771 | 0.28% |
| 63 | ISHARES TR | 464288513 | 8,699 | $686,252 | 0.26% |
| 64 | HSBC HLDGS PLC | HBCYF | 11,270 | $647,236 | 0.24% |
| 65 | ASTRAZENECA PLC | AZN | 8,546 | $628,131 | 0.24% |
| 66 | ADOBE INC | ADBE | 1,608 | $616,716 | 0.23% |
| 67 | GOLDMAN SACHS GROUP INC | GSCE | 1,123 | $613,484 | 0.23% |
| 68 | VANGUARD INDEX FDS | 922908769 | 2,228 | $612,428 | 0.23% |
| 69 | NOVO-NORDISK A S | NONOF | 8,753 | $607,784 | 0.23% |
| 70 | VANGUARD WORLD FD | 921910733 | 6,000 | $587,700 | 0.22% |
| 71 | LAM RESEARCH CORP | LRCX | 8,050 | $585,235 | 0.22% |
| 72 | ASML HOLDING N V | ASMLF | 877 | $581,138 | 0.22% |
| 73 | SAP SE | SAPGF | 2,162 | $580,367 | 0.22% |
| 74 | HOME DEPOT INC | HD | 1,569 | $574,935 | 0.22% |
| 75 | BOEING CO | BA-PA | 3,307 | $563,994 | 0.21% |
| 76 | MASTERCARD INCORPORATED | MA | 986 | $540,458 | 0.20% |
| 77 | PHILIP MORRIS INTL INC | 718172109 | 3,357 | $532,857 | 0.20% |
| 78 | TESLA INC | TSLA | 2,047 | $530,501 | 0.20% |
| 79 | SONY GROUP CORP | SNEJF | 20,156 | $511,761 | 0.19% |
| 80 | TTM TECHNOLOGIES INC | TTMI | 24,773 | $508,094 | 0.19% |
| 81 | PDD HOLDINGS INC | PDD | 4,279 | $506,420 | 0.19% |
| 82 | NUSHARES ETF TR | NU | 6,326 | $495,199 | 0.19% |
| 83 | ISHARES TR | 464287721 | 3,373 | $473,641 | 0.18% |
| 84 | MOTOROLA SOLUTIONS INC | MSI | 1,074 | $470,246 | 0.18% |
| 85 | BOOKING HOLDINGS INC | BKNG | 102 | $469,905 | 0.18% |
| 86 | NOVARTIS AG | NVSEF | 4,190 | $467,101 | 0.18% |
| 87 | ISHARES TR | 464287689 | 1,430 | $454,203 | 0.17% |
| 88 | MERCK & CO INC | MRK | 5,058 | $453,986 | 0.17% |
| 89 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 7,374 | $453,943 | 0.17% |
| 90 | GENERAL MTRS CO | 37045V100 | 9,646 | $453,651 | 0.17% |
| 91 | ORACLE CORP | ORCL-PD | 3,223 | $450,670 | 0.17% |
| 92 | MCDONALDS CORP | MCD | 1,431 | $447,001 | 0.17% |
| 93 | UNILEVER PLC | UNLYF | 7,392 | $440,194 | 0.17% |
| 94 | URBAN EDGE PPTYS | 91704F104 | 22,322 | $424,118 | 0.16% |
| 95 | ABBOTT LABS | ABLZF | 3,186 | $422,641 | 0.16% |
| 96 | TOYOTA MOTOR CORP | TOYOF | 2,371 | $418,553 | 0.16% |
| 97 | SPDR SER TR | 78464A474 | 13,879 | $417,760 | 0.16% |
| 98 | AMGEN INC | AMGN | 1,317 | $410,429 | 0.15% |
| 99 | UNITEDHEALTH GROUP INC | UNH | 774 | $405,382 | 0.15% |
| 100 | JOHNSON & JOHNSON | JNJ | 2,436 | $403,991 | 0.15% |
| 101 | HDFC BANK LTD | HDB | 6,051 | $402,028 | 0.15% |
| 102 | SCHWAB STRATEGIC TR | 808524888 | 11,076 | $397,424 | 0.15% |
| 103 | VANGUARD INTL EQUITY INDEX F | 922042718 | 3,403 | $393,423 | 0.15% |
| 104 | BELDEN INC | BDC | 3,901 | $391,075 | 0.15% |
| 105 | COCA COLA CO | KO | 5,431 | $388,968 | 0.15% |
| 106 | CITIGROUP INC | C-PR | 5,394 | $382,920 | 0.14% |
| 107 | BP PLC | BPPFF | 11,318 | $382,435 | 0.14% |
| 108 | CISCO SYS INC | CSCO | 6,152 | $379,655 | 0.14% |
| 109 | GSK PLC | GLAXF | 9,409 | $364,505 | 0.14% |
| 110 | PROCTER AND GAMBLE CO | 742718109 | 2,124 | $362,012 | 0.14% |
| 111 | RTX CORPORATION | RTX | 2,727 | $361,218 | 0.14% |
| 112 | GE AEROSPACE | 369604301 | 1,780 | $356,267 | 0.13% |
| 113 | GROUP 1 AUTOMOTIVE INC | GPI | 924 | $352,922 | 0.13% |
| 114 | BRITISH AMERN TOB PLC | 110448107 | 8,314 | $343,950 | 0.13% |
| 115 | EMERSON ELEC CO | EMR | 3,050 | $334,402 | 0.13% |
| 116 | BANK AMERICA CORP | 060505104 | 7,974 | $332,762 | 0.13% |
| 117 | DUKE ENERGY CORP NEW | DUKB | 2,681 | $326,981 | 0.12% |
| 118 | LLOYDS BANKING GROUP PLC | LLOBF | 84,725 | $323,649 | 0.12% |
| 119 | ISHARES TR | 464288653 | 3,103 | $321,936 | 0.12% |
| 120 | THE CIGNA GROUP | 125523100 | 947 | $311,563 | 0.12% |
| 121 | ARROW ELECTRS INC | 042735100 | 2,974 | $308,790 | 0.12% |
| 122 | VERTEX PHARMACEUTICALS INC | VRTX | 633 | $306,891 | 0.12% |
| 123 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,493 | $306,722 | 0.12% |
| 124 | LINDE PLC | LIN | 658 | $306,391 | 0.12% |
| 125 | SALESFORCE INC | CRM | 1,135 | $304,589 | 0.11% |
| 126 | AGNICO EAGLE MINES LTD | AEM | 2,795 | $303,006 | 0.11% |
| 127 | TOTALENERGIES SE | TTE | 4,659 | $301,391 | 0.11% |
| 128 | LEGG MASON ETF INVT | 524682200 | 4,285 | $299,007 | 0.11% |
| 129 | CONOCOPHILLIPS | COP | 2,804 | $294,441 | 0.11% |
| 130 | SANOFI | SNYNF | 5,227 | $289,889 | 0.11% |
| 131 | SOUTHERN CO | SOMN | 3,137 | $288,483 | 0.11% |
| 132 | S&P GLOBAL INC | SPGI | 567 | $288,130 | 0.11% |
| 133 | SCHWAB STRATEGIC TR | 808524201 | 13,041 | $287,956 | 0.11% |
| 134 | ISHARES TR | 46435G243 | 11,410 | $285,136 | 0.11% |
| 135 | AMERICAN INTL GROUP INC | 026874784 | 3,237 | $281,425 | 0.11% |
| 136 | SHOPIFY INC | SHOP | 2,942 | $280,902 | 0.11% |
| 137 | ANSYS INC | 03662Q105 | 880 | $278,573 | 0.11% |
| 138 | AMERICAN EXPRESS CO | AXP | 1,029 | $276,852 | 0.10% |
| 139 | CHUBB LIMITED | CB | 895 | $270,281 | 0.10% |
| 140 | ISHARES GOLD TR | IAU | 4,435 | $261,471 | 0.10% |
| 141 | VANGUARD WORLD FD | 92204A702 | 479 | $259,818 | 0.10% |
| 142 | MORGAN STANLEY | MS-PQ | 2,224 | $259,511 | 0.10% |
| 143 | TELEDYNE TECHNOLOGIES INC | TDY | 518 | $257,814 | 0.10% |
| 144 | EATON CORP PLC | ETN | 946 | $257,026 | 0.10% |
| 145 | NORTHROP GRUMMAN CORP | NOC | 501 | $256,525 | 0.10% |
| 146 | NXP SEMICONDUCTORS N V | NXPI | 1,348 | $256,201 | 0.10% |
| 147 | BLACKROCK INC | BLK | 270 | $255,550 | 0.10% |
| 148 | BLACKROCK ETF TRUST II | BLK | 4,877 | $255,458 | 0.10% |
| 149 | ISHARES TR | 464288588 | 2,658 | $249,267 | 0.09% |
| 150 | HONEYWELL INTL INC | 438516106 | 1,157 | $244,995 | 0.09% |
| 151 | HESS CORP | HESM | 1,520 | $242,790 | 0.09% |
| 152 | ISHARES TR | 464287663 | 2,537 | $234,096 | 0.09% |
| 153 | METLIFE INC | MET-PF | 2,912 | $233,804 | 0.09% |
| 154 | AMERICAN ELEC PWR CO INC | 025537101 | 2,119 | $231,497 | 0.09% |
| 155 | ISHARES TR | 46435U853 | 6,281 | $231,207 | 0.09% |
| 156 | JBG SMITH PPTYS | 46590V100 | 14,215 | $229,004 | 0.09% |
| 157 | GILEAD SCIENCES INC | GILD | 2,033 | $227,798 | 0.09% |
| 158 | ROYAL BK CDA | 780087102 | 1,991 | $224,438 | 0.08% |
| 159 | CATERPILLAR INC | CAT | 678 | $223,604 | 0.08% |
| 160 | UNION PAC CORP | UNP | 939 | $221,829 | 0.08% |
| 161 | CIRRUS LOGIC INC | CRUS | 2,220 | $221,234 | 0.08% |
| 162 | PALO ALTO NETWORKS INC | PANW | 1,293 | $220,638 | 0.08% |
| 163 | CREDICORP LTD | BAP | 1,182 | $220,041 | 0.08% |
| 164 | ISHARES TR | 464288570 | 2,139 | $219,055 | 0.08% |
| 165 | QUALCOMM INC | QCOM | 1,416 | $217,512 | 0.08% |
| 166 | EQUINOR ASA | STOHF | 8,192 | $216,678 | 0.08% |
| 167 | DBX ETF TR | 233051432 | 5,891 | $212,964 | 0.08% |
| 168 | VALE S A | VALE | 21,278 | $212,354 | 0.08% |
| 169 | INVESCO QQQ TR | IVZ | 452 | $212,013 | 0.08% |
| 170 | AUTOZONE INC | AZO | 55 | $209,703 | 0.08% |
| 171 | TJX COS INC NEW | 872540109 | 1,713 | $208,643 | 0.08% |
| 172 | NETEASE INC | NETTF | 2,011 | $206,972 | 0.08% |
| 173 | INTUIT | INTU | 331 | $203,231 | 0.08% |
| 174 | DEERE & CO | DE | 430 | $201,820 | 0.08% |
| 175 | WELLTOWER INC | WELL | 1,306 | $200,092 | 0.08% |
| 176 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 11,258 | $153,447 | 0.06% |
| 177 | BANCO SANTANDER S.A. | BCDRF | 21,917 | $146,844 | 0.06% |
| 178 | VODAFONE GROUP PLC NEW | 92857W308 | 15,574 | $145,928 | 0.06% |
| 179 | HALEON PLC | HLNCF | 11,836 | $121,792 | 0.05% |
| 180 | NOKIA CORP | NOKBF | 16,456 | $86,723 | 0.03% |
| 181 | ITAU UNIBANCO HLDG S A | 465562106 | 15,483 | $85,156 | 0.03% |
| 182 | TELEFONICA S A | TELFY | 16,757 | $78,088 | 0.03% |
| 183 | BANCO SANTANDER BRASIL S A | BSBR | 13,419 | $63,203 | 0.02% |
| 184 | NIO INC | NIOIF | 12,668 | $48,265 | 0.02% |