13F HOLDINGS REPORT
May Hill Capital, LLC
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001951757-25-001346
Total Value
$341.2M
Positions
190
Other Managers
0
Confidential Omitted
No
Holdings (190)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 84,331 | $56.4M | 16.54% |
| 2 | ISHARES TR | 464287622 | 85,865 | $31.4M | 9.20% |
| 3 | ISHARES TR | 464287507 | 154,027 | $10.1M | 2.95% |
| 4 | BLACKROCK ETF TRUST | BLK | 165,294 | $9.8M | 2.87% |
| 5 | KEYSIGHT TECHNOLOGIES INC | KEYS | 54,605 | $9.6M | 2.80% |
| 6 | ISHARES INC | 46434G103 | 141,831 | $9.3M | 2.74% |
| 7 | ISHARES TR | 464287309 | 72,401 | $8.7M | 2.56% |
| 8 | ISHARES TR | 464287408 | 38,085 | $7.9M | 2.30% |
| 9 | ISHARES TR | 464288414 | 68,474 | $7.3M | 2.14% |
| 10 | ISHARES TR | 464287804 | 61,158 | $7.3M | 2.13% |
| 11 | NVIDIA CORPORATION | NVDA | 38,103 | $7.1M | 2.08% |
| 12 | VANGUARD INDEX FDS | 922908629 | 22,847 | $6.7M | 1.97% |
| 13 | MICROSOFT CORP | MSFT | 12,894 | $6.7M | 1.96% |
| 14 | APPLE INC | AAPL | 25,830 | $6.6M | 1.93% |
| 15 | VANGUARD INDEX FDS | 922908751 | 25,375 | $6.5M | 1.89% |
| 16 | ISHARES TR | 46432F842 | 72,106 | $6.3M | 1.84% |
| 17 | BLACKROCK ETF TRUST II | BLK | 86,177 | $4.4M | 1.29% |
| 18 | VANGUARD INDEX FDS | 922908363 | 6,859 | $4.2M | 1.23% |
| 19 | META PLATFORMS INC | META | 5,443 | $4.0M | 1.17% |
| 20 | AMAZON COM INC | AMZN | 16,233 | $3.6M | 1.04% |
| 21 | BOSTON SCIENTIFIC CORP | BSX | 36,433 | $3.6M | 1.04% |
| 22 | VANGUARD INDEX FDS | 922908769 | 9,971 | $3.3M | 0.96% |
| 23 | ISHARES TR | 464287150 | 21,532 | $3.1M | 0.92% |
| 24 | VANGUARD TAX-MANAGED FDS | 921943858 | 49,228 | $2.9M | 0.86% |
| 25 | ISHARES TR | 464288653 | 26,996 | $2.8M | 0.81% |
| 26 | BLACKROCK ETF TRUST | BLK | 69,253 | $2.6M | 0.77% |
| 27 | VANGUARD MUN BD FDS | 922907746 | 49,339 | $2.5M | 0.72% |
| 28 | VANGUARD INDEX FDS | 922908736 | 5,057 | $2.4M | 0.71% |
| 29 | SCHWAB STRATEGIC TR | 808524508 | 81,390 | $2.4M | 0.71% |
| 30 | BROADCOM INC | AVGO | 7,184 | $2.4M | 0.69% |
| 31 | ALPHABET INC | GOOG | 8,906 | $2.2M | 0.63% |
| 32 | ISHARES TR | 464288158 | 19,620 | $2.1M | 0.61% |
| 33 | ALPHABET INC | GOOG | 8,528 | $2.1M | 0.61% |
| 34 | ISHARES GOLD TR | IAU | 26,808 | $2.0M | 0.57% |
| 35 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,888 | $1.9M | 0.56% |
| 36 | SPDR S&P 500 ETF TR | SPY | 2,872 | $1.9M | 0.56% |
| 37 | ISHARES TR | 464287721 | 9,507 | $1.9M | 0.55% |
| 38 | SCHWAB STRATEGIC TR | 808524805 | 77,547 | $1.8M | 0.53% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 5,688 | $1.8M | 0.53% |
| 40 | VANGUARD INTL EQUITY INDEX F | 922042858 | 32,974 | $1.8M | 0.52% |
| 41 | BLACKROCK ETF TRUST | BLK | 51,069 | $1.7M | 0.51% |
| 42 | NETFLIX INC | NFLX | 1,442 | $1.7M | 0.51% |
| 43 | ISHARES TR | 464287655 | 7,134 | $1.7M | 0.51% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,953 | $1.5M | 0.44% |
| 45 | SPDR INDEX SHS FDS | 78463X509 | 31,508 | $1.5M | 0.43% |
| 46 | VANGUARD INDEX FDS | 922908744 | 7,605 | $1.4M | 0.42% |
| 47 | ISHARES TR | 464288588 | 14,334 | $1.4M | 0.40% |
| 48 | ALIBABA GROUP HLDG LTD | BBAAY | 7,460 | $1.3M | 0.39% |
| 49 | TESLA INC | TSLA | 2,957 | $1.3M | 0.39% |
| 50 | ISHARES TR | 46435G672 | 25,277 | $1.3M | 0.38% |
| 51 | VANGUARD INDEX FDS | 922908652 | 5,584 | $1.2M | 0.34% |
| 52 | HOLOGIC INC | HOLX | 16,997 | $1.1M | 0.34% |
| 53 | HAEMONETICS CORP MASS | HAE | 22,348 | $1.1M | 0.32% |
| 54 | VORNADO RLTY TR | 929042109 | 26,029 | $1.1M | 0.31% |
| 55 | ELI LILLY & CO | LLY | 1,369 | $1.0M | 0.31% |
| 56 | TTM TECHNOLOGIES INC | TTMI | 17,809 | $1.0M | 0.30% |
| 57 | LAM RESEARCH CORP | LRCX | 7,552 | $1.0M | 0.30% |
| 58 | WALMART INC | WMT | 9,538 | $983,013 | 0.29% |
| 59 | VISA INC | V | 2,827 | $965,098 | 0.28% |
| 60 | NOVARTIS AG | NVSEF | 7,505 | $962,441 | 0.28% |
| 61 | COSTCO WHSL CORP NEW | 22160K105 | 1,027 | $950,685 | 0.28% |
| 62 | GOLDMAN SACHS GROUP INC | GSCE | 1,193 | $950,046 | 0.28% |
| 63 | SHELL PLC | RYDAF | 13,089 | $936,256 | 0.27% |
| 64 | SAP SE | SAPGF | 3,403 | $909,316 | 0.27% |
| 65 | ASML HOLDING N V | ASMLF | 926 | $896,468 | 0.26% |
| 66 | MASTERCARD INCORPORATED | MA | 1,554 | $883,943 | 0.26% |
| 67 | ISHARES TR | 464288273 | 11,462 | $879,376 | 0.26% |
| 68 | ORACLE CORP | ORCL-PD | 3,041 | $855,266 | 0.25% |
| 69 | BLACKROCK ETF TRUST II | BLK | 16,569 | $815,034 | 0.24% |
| 70 | HSBC HLDGS PLC | HBCYF | 11,377 | $807,539 | 0.24% |
| 71 | BLACKROCK ETF TRUST II | BLK | 14,987 | $797,892 | 0.23% |
| 72 | GLOBAL X FDS | 37960A529 | 11,239 | $789,437 | 0.23% |
| 73 | ASTRAZENECA PLC | AZN | 9,827 | $753,927 | 0.22% |
| 74 | ABBVIE INC | ABBV | 3,190 | $738,674 | 0.22% |
| 75 | ISHARES TR | 464287226 | 7,364 | $738,290 | 0.22% |
| 76 | HDFC BANK LTD | HDB | 19,993 | $682,961 | 0.20% |
| 77 | UNILEVER PLC | UNLYF | 11,403 | $675,970 | 0.20% |
| 78 | EXXON MOBIL CORP | XOM | 5,971 | $673,271 | 0.20% |
| 79 | HOME DEPOT INC | HD | 1,618 | $655,501 | 0.19% |
| 80 | SONY GROUP CORP | SNEJF | 22,582 | $650,136 | 0.19% |
| 81 | GENERAL MTRS CO | 37045V100 | 10,429 | $635,856 | 0.19% |
| 82 | BOOKING HOLDINGS INC | BKNG | 115 | $620,916 | 0.18% |
| 83 | JOHNSON & JOHNSON | JNJ | 3,336 | $618,566 | 0.18% |
| 84 | LOWES COS INC | 548661107 | 2,460 | $618,223 | 0.18% |
| 85 | PALANTIR TECHNOLOGIES INC | PLTR | 3,357 | $612,396 | 0.18% |
| 86 | HUBSPOT INC | HUBS | 1,296 | $606,269 | 0.18% |
| 87 | BANK AMERICA CORP | 060505104 | 11,443 | $590,353 | 0.17% |
| 88 | GE AEROSPACE | 369604301 | 1,935 | $582,087 | 0.17% |
| 89 | PHILIP MORRIS INTL INC | 718172109 | 3,587 | $581,811 | 0.17% |
| 90 | PDD HOLDINGS INC | PDD | 4,357 | $575,865 | 0.17% |
| 91 | CITIGROUP INC | C-PR | 5,649 | $573,374 | 0.17% |
| 92 | ISHARES TR | 464287689 | 1,431 | $542,272 | 0.16% |
| 93 | MORGAN STANLEY | MS-PQ | 3,391 | $539,083 | 0.16% |
| 94 | VANGUARD WORLD FD | 92204A702 | 720 | $537,200 | 0.16% |
| 95 | BRITISH AMERN TOB PLC | 110448107 | 10,114 | $536,851 | 0.16% |
| 96 | VANGUARD WORLD FD | 921910733 | 4,527 | $536,178 | 0.16% |
| 97 | MOTOROLA SOLUTIONS INC | MSI | 1,156 | $528,667 | 0.15% |
| 98 | ALEXANDERS INC | ALX | 2,250 | $527,602 | 0.15% |
| 99 | NUSHARES ETF TR | NU | 5,236 | $520,670 | 0.15% |
| 100 | CISCO SYS INC | CSCO | 7,444 | $509,335 | 0.15% |
| 101 | UNITEDHEALTH GROUP INC | UNH | 1,463 | $505,174 | 0.15% |
| 102 | INVESCO EXCHANGE TRADED FD T | IVZ | 10,400 | $496,294 | 0.15% |
| 103 | RTX CORPORATION | RTX | 2,921 | $488,771 | 0.14% |
| 104 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,486 | $480,840 | 0.14% |
| 105 | BELDEN INC | BDC | 3,931 | $472,781 | 0.14% |
| 106 | AGNICO EAGLE MINES LTD | AEM | 2,781 | $468,765 | 0.14% |
| 107 | NOVO-NORDISK A S | NONOF | 8,404 | $466,319 | 0.14% |
| 108 | SCHWAB STRATEGIC TR | 808524888 | 10,209 | $464,607 | 0.14% |
| 109 | ABBOTT LABS | ABLZF | 3,341 | $447,512 | 0.13% |
| 110 | URBAN EDGE PPTYS | 91704F104 | 21,806 | $446,369 | 0.13% |
| 111 | FISERV INC | FISV | 3,438 | $443,261 | 0.13% |
| 112 | MERCK & CO INC | MRK | 5,012 | $420,639 | 0.12% |
| 113 | EMERSON ELEC CO | EMR | 3,168 | $415,578 | 0.12% |
| 114 | NETEASE INC | NETTF | 2,705 | $411,133 | 0.12% |
| 115 | GROUP 1 AUTOMOTIVE INC | GPI | 933 | $408,197 | 0.12% |
| 116 | CATERPILLAR INC | CAT | 850 | $405,578 | 0.12% |
| 117 | AMERICAN EXPRESS CO | AXP | 1,217 | $404,239 | 0.12% |
| 118 | TOYOTA MOTOR CORP | TOYOF | 2,079 | $397,276 | 0.12% |
| 119 | LLOYDS BANKING GROUP PLC | LLOBF | 86,329 | $391,934 | 0.11% |
| 120 | EATON CORP PLC | ETN | 1,035 | $387,177 | 0.11% |
| 121 | ISHARES TR | 46432F834 | 4,598 | $379,724 | 0.11% |
| 122 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 23,655 | $377,061 | 0.11% |
| 123 | BLACKROCK INC | BLK | 323 | $376,576 | 0.11% |
| 124 | DUKE ENERGY CORP NEW | DUKB | 3,022 | $373,952 | 0.11% |
| 125 | BHP GROUP LTD | BHPLF | 6,679 | $372,354 | 0.11% |
| 126 | COCA COLA CO | KO | 5,565 | $369,071 | 0.11% |
| 127 | PROCTER AND GAMBLE CO | 742718109 | 2,386 | $366,645 | 0.11% |
| 128 | INTERNATIONAL BUSINESS MACHS | INTR | 1,289 | $363,597 | 0.11% |
| 129 | SHOPIFY INC | SHOP | 2,414 | $358,745 | 0.11% |
| 130 | LINDE PLC | LIN | 740 | $351,500 | 0.10% |
| 131 | GE VERNOVA INC | GEV | 560 | $344,344 | 0.10% |
| 132 | GSK PLC | GLAXF | 7,924 | $342,000 | 0.10% |
| 133 | CHUBB LIMITED | CB | 1,191 | $336,160 | 0.10% |
| 134 | WPP PLC NEW | WPPGF | 13,281 | $332,689 | 0.10% |
| 135 | CAPITAL ONE FINL CORP | 14040H105 | 1,550 | $329,598 | 0.10% |
| 136 | PEPSICO INC | PEP | 2,346 | $329,494 | 0.10% |
| 137 | MCDONALDS CORP | MCD | 1,076 | $326,986 | 0.10% |
| 138 | JBG SMITH PPTYS | 46590V100 | 14,498 | $322,581 | 0.09% |
| 139 | NORTHROP GRUMMAN CORP | NOC | 526 | $320,512 | 0.09% |
| 140 | S&P GLOBAL INC | SPGI | 652 | $317,371 | 0.09% |
| 141 | ICICI BANK LIMITED | IBN | 10,342 | $312,639 | 0.09% |
| 142 | SOUTHERN CO | SOMN | 3,296 | $312,398 | 0.09% |
| 143 | TOTALENERGIES SE | TTE | 5,133 | $306,389 | 0.09% |
| 144 | RIO TINTO PLC | RTNTF | 4,596 | $303,382 | 0.09% |
| 145 | VANGUARD INTL EQUITY INDEX F | 922042718 | 2,117 | $301,803 | 0.09% |
| 146 | CONOCOPHILLIPS | COP | 3,126 | $295,657 | 0.09% |
| 147 | LATAM AIRLINES GROUP SA | LTM | 6,505 | $294,351 | 0.09% |
| 148 | TJX COS INC NEW | 872540109 | 2,002 | $289,369 | 0.08% |
| 149 | SEA LTD | SE | 1,560 | $278,819 | 0.08% |
| 150 | LEGG MASON ETF INVT | 524682200 | 3,314 | $276,273 | 0.08% |
| 151 | TYLER TECHNOLOGIES INC | TYL | 522 | $273,090 | 0.08% |
| 152 | NATIONAL GRID PLC | NMPWP | 3,740 | $271,786 | 0.08% |
| 153 | WELLS FARGO CO NEW | 949746101 | 3,235 | $271,158 | 0.08% |
| 154 | SALESFORCE INC | CRM | 1,144 | $271,128 | 0.08% |
| 155 | THE CIGNA GROUP | 125523100 | 934 | $269,226 | 0.08% |
| 156 | HOWMET AEROSPACE INC | HWM | 1,334 | $261,771 | 0.08% |
| 157 | BANCO SANTANDER S.A. | BCDRF | 24,713 | $258,992 | 0.08% |
| 158 | AUTOZONE INC | AZO | 60 | $257,414 | 0.08% |
| 159 | AMERICAN ELEC PWR CO INC | 025537101 | 2,280 | $256,453 | 0.08% |
| 160 | AMGEN INC | AMGN | 906 | $255,780 | 0.07% |
| 161 | WELLTOWER INC | WELL | 1,431 | $254,918 | 0.07% |
| 162 | ISHARES TR | 46429B655 | 4,916 | $251,121 | 0.07% |
| 163 | VERTEX PHARMACEUTICALS INC | VRTX | 640 | $250,650 | 0.07% |
| 164 | METLIFE INC | MET-PF | 3,033 | $249,828 | 0.07% |
| 165 | AMERICAN INTL GROUP INC | 026874784 | 3,152 | $247,558 | 0.07% |
| 166 | INTUIT | INTU | 359 | $245,165 | 0.07% |
| 167 | GILEAD SCIENCES INC | GILD | 2,198 | $243,978 | 0.07% |
| 168 | VANECK ETF TRUST | 92189F676 | 733 | $239,222 | 0.07% |
| 169 | BP PLC | BPPFF | 6,824 | $235,155 | 0.07% |
| 170 | PFIZER INC | PFE | 9,211 | $234,685 | 0.07% |
| 171 | ARROW ELECTRS INC | 042735100 | 1,906 | $230,626 | 0.07% |
| 172 | UBER TECHNOLOGIES INC | UBER | 2,330 | $228,270 | 0.07% |
| 173 | INVESCO QQQ TR | IVZ | 380 | $227,990 | 0.07% |
| 174 | TRANE TECHNOLOGIES PLC | TT | 539 | $227,436 | 0.07% |
| 175 | ADVANCED MICRO DEVICES INC | AMD | 1,354 | $219,064 | 0.06% |
| 176 | QUALCOMM INC | QCOM | 1,298 | $215,935 | 0.06% |
| 177 | EQUINOR ASA | STOHF | 8,841 | $215,544 | 0.06% |
| 178 | INVESCO EXCH TRADED FD TR II | IVZ | 3,946 | $213,072 | 0.06% |
| 179 | WORLD GOLD TR | GLDW | 2,777 | $212,302 | 0.06% |
| 180 | PALO ALTO NETWORKS INC | PANW | 1,032 | $210,136 | 0.06% |
| 181 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,206 | $203,187 | 0.06% |
| 182 | ISHARES TR | 464288570 | 1,608 | $202,464 | 0.06% |
| 183 | DEERE & CO | DE | 441 | $201,652 | 0.06% |
| 184 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 14,251 | $180,418 | 0.05% |
| 185 | VALE S A | VALE | 12,799 | $138,997 | 0.04% |
| 186 | TELEFONAKTIEBOLAGET LM ERICS | 294821608 | 12,973 | $107,287 | 0.03% |
| 187 | HALEON PLC | HLNCF | 10,431 | $93,566 | 0.03% |
| 188 | UNITED MICROELECTRONICS CORP | UMC | 12,069 | $91,483 | 0.03% |
| 189 | MEDICUS PHARMA LTD | MDCXW | 17,811 | $41,232 | 0.01% |
| 190 | MARAVAI LIFESCIENCES HLDGS I | MARA | 12,462 | $35,766 | 0.01% |