13F HOLDINGS REPORT

May Hill Capital, LLC

Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0001951757-25-001013

Total Value

$303.7M

Positions

205

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (205)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	81,710	$50.7M	16.70%
2	ISHARES TR	464287622	86,155	$29.3M	9.63%
3	ISHARES TR	464287507	169,759	$10.5M	3.47%
4	ISHARES INC	46434G103	139,707	$8.4M	2.76%
5	ISHARES TR	46432F842	96,591	$8.1M	2.65%
6	ISHARES TR	464287804	63,598	$7.0M	2.29%
7	VANGUARD INDEX FDS	922908629	24,702	$6.9M	2.28%
8	ISHARES TR	464288414	64,351	$6.7M	2.21%
9	BOSTON SCIENTIFIC CORP	BSX	60,673	$6.5M	2.15%
10	BLACKROCK ETF TRUST	BLK	118,298	$6.4M	2.12%
11	VANGUARD INDEX FDS	922908751	26,762	$6.3M	2.09%
12	MICROSOFT CORP	MSFT	11,674	$5.8M	1.91%
13	NVIDIA CORPORATION	NVDA	35,545	$5.6M	1.85%
14	ISHARES TR	464287309	50,753	$5.6M	1.84%
15	ISHARES TR	464287408	24,954	$4.9M	1.61%
16	APPLE INC	AAPL	23,063	$4.7M	1.56%
17	META PLATFORMS INC	META	5,285	$3.9M	1.28%
18	VANGUARD INDEX FDS	922908363	6,858	$3.9M	1.28%
19	BLACKROCK ETF TRUST II	BLK	71,541	$3.6M	1.19%
20	ISHARES TR	464287150	24,264	$3.3M	1.08%
21	AMAZON COM INC	AMZN	13,887	$3.0M	1.00%
22	VANGUARD TAX-MANAGED FDS	921943858	49,354	$2.8M	0.93%
23	VANGUARD MUN BD FDS	922907746	56,685	$2.8M	0.92%
24	ISHARES TR	464287226	26,654	$2.6M	0.87%
25	SCHWAB STRATEGIC TR	808524508	85,110	$2.4M	0.79%
26	ISHARES TR	464288158	22,325	$2.4M	0.78%
27	VANGUARD INDEX FDS	922908736	5,121	$2.2M	0.74%
28	VANGUARD INDEX FDS	922908652	11,486	$2.2M	0.73%
29	ISHARES TR	464287721	12,377	$2.1M	0.71%
30	NETFLIX INC	NFLX	1,457	$2.0M	0.64%
31	VANGUARD INTL EQUITY INDEX F	922042858	37,514	$1.9M	0.61%
32	BROADCOM INC	AVGO	6,730	$1.9M	0.61%
33	BLACKROCK ETF TRUST	BLK	49,485	$1.8M	0.58%
34	ISHARES TR	464288653	17,018	$1.7M	0.57%
35	SCHWAB STRATEGIC TR	808524805	77,856	$1.7M	0.57%
36	SPDR S&P 500 ETF TR	SPY	2,706	$1.7M	0.55%
37	ISHARES TR	464287655	7,640	$1.6M	0.54%
38	JPMORGAN CHASE & CO.	VYLD	5,530	$1.6M	0.53%
39	TAIWAN SEMICONDUCTOR MFG LTD	874039100	6,664	$1.5M	0.50%
40	SPDR INDEX SHS FDS	78463X509	33,733	$1.4M	0.47%
41	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,931	$1.4M	0.47%
42	ALPHABET INC	GOOG	7,818	$1.4M	0.45%
43	VANGUARD INDEX FDS	922908744	7,601	$1.3M	0.44%
44	HAEMONETICS CORP MASS	HAE	17,917	$1.3M	0.44%
45	ALPHABET INC	GOOG	7,184	$1.3M	0.42%
46	ISHARES TR	464288273	17,034	$1.2M	0.41%
47	ISHARES TR	464288588	13,160	$1.2M	0.41%
48	ALEXANDERS INC	ALX	4,938	$1.1M	0.37%
49	SAP SE	SAPGF	3,622	$1.1M	0.36%
50	VORNADO RLTY TR	929042109	28,082	$1.1M	0.35%
51	KEYSIGHT TECHNOLOGIES INC	KEYS	6,185	$1.0M	0.33%
52	VISA INC	V	2,848	$1.0M	0.33%
53	HOLOGIC INC	HOLX	15,401	$1.0M	0.33%
54	TTM TECHNOLOGIES INC	TTMI	24,338	$993,477	0.33%
55	VANGUARD WORLD FD	92204A702	1,492	$989,614	0.33%
56	ELI LILLY & CO	LLY	1,261	$983,349	0.32%
57	BLACKROCK ETF TRUST	BLK	33,416	$964,059	0.32%
58	INVESCO EXCHANGE TRADED FD T	IVZ	20,801	$952,073	0.31%
59	ISHARES TR	46435G672	17,680	$903,253	0.30%
60	ISHARES GOLD TR	IAU	14,271	$889,922	0.29%
61	COSTCO WHSL CORP NEW	22160K105	884	$875,174	0.29%
62	WALMART INC	WMT	8,879	$868,214	0.29%
63	GOLDMAN SACHS GROUP INC	GSCE	1,214	$859,208	0.28%
64	PROCTER AND GAMBLE CO	742718109	5,253	$836,945	0.28%
65	LAM RESEARCH CORP	LRCX	8,570	$834,204	0.27%
66	TESLA INC	TSLA	2,601	$826,234	0.27%
67	SHELL PLC	RYDAF	11,723	$825,416	0.27%
68	NOVARTIS AG	NVSEF	6,274	$759,217	0.25%
69	MASTERCARD INCORPORATED	MA	1,321	$742,335	0.24%
70	HUBSPOT INC	HUBS	1,321	$735,308	0.24%
71	VANGUARD INDEX FDS	922908769	2,323	$706,123	0.23%
72	HDFC BANK LTD	HDB	9,050	$693,864	0.23%
73	HSBC HLDGS PLC	HBCYF	11,040	$671,122	0.22%
74	VANGUARD WORLD FD	921910733	6,000	$657,840	0.22%
75	ORACLE CORP	ORCL-PD	3,002	$656,293	0.22%
76	BOOKING HOLDINGS INC	BKNG	113	$654,184	0.22%
77	BLACKROCK ETF TRUST II	BLK	12,185	$643,853	0.21%
78	ASTRAZENECA PLC	AZN	9,193	$642,407	0.21%
79	PHILIP MORRIS INTL INC	718172109	3,505	$638,366	0.21%
80	EXXON MOBIL CORP	XOM	5,903	$636,382	0.21%
81	UNILEVER PLC	UNLYF	10,375	$634,639	0.21%
82	ASML HOLDING N V	ASMLF	786	$629,906	0.21%
83	NOVO-NORDISK A S	NONOF	8,683	$599,276	0.20%
84	NUSHARES ETF TR	NU	6,326	$594,328	0.20%
85	FISERV INC	FISV	3,437	$592,573	0.20%
86	SONY GROUP CORP	SNEJF	21,340	$555,480	0.18%
87	ABBVIE INC	ABBV	2,973	$551,889	0.18%
88	HOME DEPOT INC	HD	1,486	$544,739	0.18%
89	ALIBABA GROUP HLDG LTD	BBAAY	4,740	$537,563	0.18%
90	PALANTIR TECHNOLOGIES INC	PLTR	3,899	$531,512	0.18%
91	GENERAL MTRS CO	37045V100	10,399	$511,735	0.17%
92	ISHARES TR	464287689	1,430	$502,102	0.17%
93	CISCO SYS INC	CSCO	7,120	$494,002	0.16%
94	CITIGROUP INC	C-PR	5,597	$476,417	0.16%
95	ABBOTT LABS	ABLZF	3,483	$473,741	0.16%
96	ROYAL CARIBBEAN GROUP	V7780T103	1,512	$473,468	0.16%
97	ISHARES TR	46429B655	9,268	$472,870	0.16%
98	GE AEROSPACE	369604301	1,835	$472,311	0.16%
99	SCHWAB STRATEGIC TR	808524888	11,083	$472,021	0.16%
100	MOTOROLA SOLUTIONS INC	MSI	1,109	$466,327	0.15%
101	COCA COLA CO	KO	6,562	$464,262	0.15%
102	BELDEN INC	BDC	3,931	$455,210	0.15%
103	BRITISH AMERN TOB PLC	110448107	9,584	$453,611	0.15%
104	ANHEUSER BUSCH INBEV SA/NV	BUDFF	6,469	$444,550	0.15%
105	ISHARES TR	46432F834	5,696	$440,360	0.14%
106	EMERSON ELEC CO	EMR	3,098	$413,056	0.14%
107	RTX CORPORATION	RTX	2,821	$411,922	0.14%
108	VANECK ETF TRUST	92189F676	1,466	$408,838	0.13%
109	URBAN EDGE PPTYS	91704F104	21,806	$406,900	0.13%
110	GROUP 1 AUTOMOTIVE INC	GPI	931	$406,577	0.13%
111	VANGUARD INTL EQUITY INDEX F	922042718	2,926	$393,171	0.13%
112	BANK AMERICA CORP	060505104	8,297	$392,622	0.13%
113	TOYOTA MOTOR CORP	TOYOF	2,272	$391,375	0.13%
114	JOHNSON & JOHNSON	JNJ	2,522	$385,240	0.13%
115	GSK PLC	GLAXF	9,923	$381,043	0.13%
116	INTERNATIONAL BUSINESS MACHS	INTR	1,291	$380,449	0.13%
117	AMERICAN EXPRESS CO	AXP	1,178	$375,758	0.12%
118	BOEING CO	BA-PA	1,793	$375,669	0.12%
119	MERCK & CO INC	MRK	4,705	$372,430	0.12%
120	EATON CORP PLC	ETN	1,043	$372,177	0.12%
121	LOWES COS INC	548661107	1,624	$360,317	0.12%
122	BLACKROCK ETF TRUST II	BLK	7,300	$354,976	0.12%
123	S&P GLOBAL INC	SPGI	657	$346,469	0.11%
124	LLOYDS BANKING GROUP PLC	LLOBF	80,729	$343,098	0.11%
125	LINDE PLC	LIN	726	$340,625	0.11%
126	DUKE ENERGY CORP NEW	DUKB	2,881	$339,938	0.11%
127	LEGG MASON ETF INVT	524682200	4,285	$339,843	0.11%
128	ICICI BANK LIMITED	IBN	10,041	$337,779	0.11%
129	NETEASE INC	NETTF	2,487	$334,700	0.11%
130	SELECT SECTOR SPDR TR	81369Y407	1,531	$332,732	0.11%
131	AGNICO EAGLE MINES LTD	AEM	2,761	$328,366	0.11%
132	MCDONALDS CORP	MCD	1,098	$320,803	0.11%
133	SALESFORCE INC	CRM	1,154	$314,684	0.10%
134	SELECT SECTOR SPDR TR	81369Y852	2,897	$314,411	0.10%
135	CATERPILLAR INC	CAT	809	$314,062	0.10%
136	CAPITAL ONE FINL CORP	14040H105	1,470	$312,856	0.10%
137	THE CIGNA GROUP	125523100	941	$311,076	0.10%
138	TYLER TECHNOLOGIES INC	TYL	523	$310,055	0.10%
139	SHOPIFY INC	SHOP	2,662	$307,062	0.10%
140	GE VERNOVA INC	GEV	578	$305,849	0.10%
141	ANSYS INC	03662Q105	865	$303,805	0.10%
142	MORGAN STANLEY	MS-PQ	2,132	$300,358	0.10%
143	VERTEX PHARMACEUTICALS INC	VRTX	673	$299,620	0.10%
144	BLACKROCK INC	BLK	285	$299,036	0.10%
145	SOUTHERN CO	SOMN	3,255	$298,942	0.10%
146	TOTALENERGIES SE	TTE	4,768	$292,708	0.10%
147	INFOSYS LTD	INFY	15,295	$283,416	0.09%
148	CHUBB LIMITED	CB	969	$280,739	0.09%
149	CONOCOPHILLIPS	COP	3,046	$273,318	0.09%
150	AMERICAN INTL GROUP INC	026874784	3,189	$272,947	0.09%
151	INTUIT	INTU	345	$271,732	0.09%
152	MITSUBISHI UFJ FINL GROUP IN	606822104	19,757	$271,066	0.09%
153	AT&T INC	T-PC	9,177	$265,582	0.09%
154	ARROW ELECTRS INC	042735100	2,042	$260,212	0.09%
155	AMGEN INC	AMGN	929	$259,492	0.09%
156	PDD HOLDINGS INC	PDD	2,448	$256,208	0.08%
157	NORTHROP GRUMMAN CORP	NOC	506	$252,998	0.08%
158	JBG SMITH PPTYS	46590V100	14,422	$249,501	0.08%
159	ISHARES TR	464288570	2,139	$248,466	0.08%
160	WELLS FARGO CO NEW	949746101	3,064	$245,488	0.08%
161	NATIONAL GRID PLC	NMPWP	3,286	$244,511	0.08%
162	HOWMET AEROSPACE INC	HWM	1,309	$243,644	0.08%
163	DEERE & CO	DE	477	$242,550	0.08%
164	METLIFE INC	MET-PF	2,969	$238,767	0.08%
165	GILEAD SCIENCES INC	GILD	2,144	$237,705	0.08%
166	SELECT SECTOR SPDR TR	81369Y605	4,471	$234,146	0.08%
167	TRANE TECHNOLOGIES PLC	TT	519	$227,016	0.07%
168	SEA LTD	SE	1,407	$225,036	0.07%
169	TJX COS INC NEW	872540109	1,818	$224,505	0.07%
170	ACCENTURE PLC IRELAND	ACN	746	$222,972	0.07%
171	AMERICAN ELEC PWR CO INC	025537101	2,145	$222,522	0.07%
172	SELECT SECTOR SPDR TR	81369Y209	1,624	$218,899	0.07%
173	UNITEDHEALTH GROUP INC	UNH	700	$218,379	0.07%
174	AUTOZONE INC	AZO	58	$215,309	0.07%
175	QUALCOMM INC	QCOM	1,350	$215,001	0.07%
176	INTERCONTINENTAL EXCHANGE IN	45866F104	1,165	$213,743	0.07%
177	ISHARES TR	46432F339	1,168	$213,557	0.07%
178	UBER TECHNOLOGIES INC	UBER	2,282	$212,911	0.07%
179	AUTOMATIC DATA PROCESSING IN	ADP	689	$212,488	0.07%
180	WELLTOWER INC	WELL	1,380	$212,147	0.07%
181	DIREXION SHS ETF TR	25459W458	8,345	$209,548	0.07%
182	INVESCO QQQ TR	IVZ	379	$209,325	0.07%
183	RIO TINTO PLC	RTNTF	3,574	$208,471	0.07%
184	BANCO SANTANDER S.A.	BCDRF	24,166	$200,578	0.07%
185	VALE S A	VALE	12,462	$121,006	0.04%
186	MEDICUS PHARMA LTD	MDCXW	35,622	$106,510	0.04%
187	UNITED MICROELECTRONICS CORP	UMC	12,460	$95,319	0.03%
188	HUDSON PAC PPTYS INC	444097109	26,985	$73,939	0.02%
189	PLANET LABS PBC	PL-WT	10,195	$62,190	0.02%
190	NOKIA CORP	NOKBF	11,979	$62,051	0.02%
191	MARAVAI LIFESCIENCES HLDGS I	MARA	22,510	$54,249	0.02%
192	ROCKET PHARMACEUTICALS INC	RCKTW	19,939	$48,851	0.02%
193	SCRIPPS E W CO OHIO	811054402	16,221	$47,690	0.02%
194	FRONTIER GROUP HLDGS INC	ULCC	11,464	$41,614	0.01%
195	ANYWHERE REAL ESTATE INC	75605Y106	11,017	$39,882	0.01%
196	CLAROS MTG TR INC	18270D106	13,826	$39,404	0.01%
197	RELAY THERAPEUTICS INC	RLAY	10,914	$37,762	0.01%
198	TAYSHA GENE THERAPIES INC	TSHA	16,051	$37,078	0.01%
199	AMC ENTMT HLDGS INC	00165C302	11,127	$34,494	0.01%
200	LUFAX HOLDING LTD	LU	12,312	$34,350	0.01%
201	TRINSEO PLC	TSEOF	10,594	$33,053	0.01%
202	SAVARA INC	SVRA	14,097	$32,141	0.01%
203	ALTICE USA INC	OPTU	13,417	$28,712	0.01%
204	GRANITE PT MTG TR INC	38741L107	11,141	$27,518	0.01%
205	MAXCYTE INC	MXCT	12,382	$26,993	0.01%