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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

May Hill Capital, LLC

Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0001951757-26-000367

Total Value
$764.7M
Positions
331
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (331)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200171,318$117.3M15.35%
2ISHARES TR464287622169,602$63.3M8.28%
3BLACKROCK ETF TRUSTBLK400,554$24.4M3.19%
4ISHARES TR464287408110,020$23.3M3.05%
5ISHARES INC46434G103340,758$22.9M3.00%
6KEYSIGHT TECHNOLOGIES INCKEYS109,198$22.2M2.90%
7ISHARES TR464287507327,314$21.6M2.83%
8ISHARES TR464287309167,346$20.6M2.70%
9ISHARES TR464287804137,050$16.5M2.15%
10ISHARES TR464288414141,122$15.1M1.98%
11APPLE INCAAPL54,102$14.7M1.92%
12NVIDIA CORPORATIONNVDA78,712$14.7M1.92%
13MICROSOFT CORPMSFT28,278$13.7M1.79%
14VANGUARD INDEX FDS92290875146,438$12.0M1.57%
15VANGUARD INDEX FDS92290862939,510$11.5M1.50%
16BLACKROCK ETF TRUST IIBLK221,930$11.3M1.47%
17ISHARES TR46432F842120,424$10.8M1.41%
18AMAZON COM INCAMZN33,440$7.7M1.01%
19META PLATFORMS INCMETA10,746$7.1M0.93%
20VANGUARD INDEX FDS92290876921,008$7.0M0.92%
21BOSTON SCIENTIFIC CORPBSX72,576$6.9M0.90%
22VANGUARD INDEX FDS92290836310,542$6.6M0.86%
23BLACKROCK ETF TRUSTBLK170,732$6.6M0.86%
24ISHARES TR46428715043,172$6.4M0.84%
25ALPHABET INCGOOG18,850$5.9M0.77%
26ALPHABET INCGOOG17,678$5.5M0.73%
27VANGUARD TAX-MANAGED FDS92194385888,104$5.5M0.72%
28BROADCOM INCAVGO15,214$5.3M0.69%
29ISHARES GOLD TRIAU61,912$5.0M0.66%
30ISHARES TR46428865349,066$5.0M0.65%
31VANGUARD INDEX FDS92290873610,108$4.9M0.64%
32VANGUARD MUN BD FDS92290774695,936$4.8M0.63%
33SCHWAB STRATEGIC TR808524508149,692$4.5M0.59%
34BLACKROCK ETF TRUSTBLK132,568$4.4M0.58%
35TAIWAN SEMICONDUCTOR MFG LTD87403910014,430$4.4M0.57%
36SPDR S&P 500 ETF TRSPY5,870$4.0M0.52%
37ISHARES TR46428815837,152$4.0M0.52%
38ISHARES TR46428772119,182$3.8M0.50%
39JPMORGAN CHASE & CO.VYLD11,622$3.7M0.49%
40HAEMONETICS CORP MASSHAE44,696$3.6M0.47%
41SCHWAB STRATEGIC TR808524805147,838$3.6M0.46%
42ISHARES TR46428858836,982$3.5M0.46%
43ELI LILLY & COLLY3,170$3.4M0.45%
44VANGUARD INTL EQUITY INDEX F92204285862,110$3.3M0.44%
45TESLA INCTSLA7,270$3.3M0.43%
46ISHARES TR46435G67265,090$3.3M0.43%
47ISHARES TR46428765513,022$3.2M0.42%
48BERKSHIRE HATHAWAY INC DELBRK-A6,338$3.2M0.42%
49GLOBAL X FDS37960A52947,998$3.1M0.41%
50SPDR INDEX SHS FDS78463X50962,264$2.9M0.38%
51VANGUARD INDEX FDS92290874415,086$2.9M0.38%
52NETFLIX INCNFLX28,538$2.7M0.35%
53HOLOGIC INCHOLX34,014$2.5M0.33%
54ISHARES TR46428722624,802$2.5M0.32%
55ALIBABA GROUP HLDG LTDBBAAY15,428$2.3M0.30%
56VANGUARD INDEX FDS92290865210,735$2.2M0.29%
57ASML HOLDING N VASMLF2,088$2.2M0.29%
58ASTRAZENECA PLCAZN23,974$2.2M0.29%
59TTM TECHNOLOGIES INCTTMI31,916$2.2M0.29%
60LAM RESEARCH CORPLRCX12,624$2.2M0.28%
61WALMART INCWMT19,008$2.1M0.28%
62GOLDMAN SACHS GROUP INCGSCE2,402$2.1M0.28%
63VISA INCV6,002$2.1M0.28%
64NOVARTIS AGNVSEF15,230$2.1M0.27%
65BLACKROCK ETF TRUST IIBLK38,808$2.0M0.27%
66SHELL PLCRYDAF27,580$2.0M0.27%
67BLACKROCK ETF TRUST IIBLK39,958$1.9M0.25%
68HSBC HLDGS PLCHBCYF23,424$1.8M0.24%
69MASTERCARD INCORPORATEDMA3,180$1.8M0.24%
70GENERAL MTRS CO37045V10021,106$1.7M0.22%
71HDFC BANK LTDHDB45,880$1.7M0.22%
72COSTCO WHSL CORP NEW22160K1051,896$1.6M0.21%
73SAP SESAPGF6,714$1.6M0.21%
74COREWEAVE INCCRWV21,896$1.6M0.21%
75EXXON MOBIL CORPXOM12,966$1.6M0.20%
76ABBVIE INCABBV6,610$1.5M0.20%
77JOHNSON & JOHNSONJNJ7,108$1.5M0.19%
78CITIGROUP INCC-PR11,590$1.4M0.18%
79BANK AMERICA CORP06050510424,002$1.3M0.17%
80UNILEVER PLCUNLYF19,416$1.3M0.17%
81BOOKING HOLDINGS INCBKNG234$1.3M0.16%
82CISCO SYS INCCSCO16,156$1.2M0.16%
83PALANTIR TECHNOLOGIES INCPLTR6,992$1.2M0.16%
84NOVO-NORDISK A SNONOF24,212$1.2M0.16%
85VORNADO RLTY TR92904210936,942$1.2M0.16%
86MORGAN STANLEYMS-PQ6,854$1.2M0.16%
87GE AEROSPACE3696043013,908$1.2M0.16%
88ISHARES TR46428827315,088$1.2M0.15%
89BRITISH AMERN TOB PLC11044810720,588$1.2M0.15%
90LOWES COS INC5486611074,832$1.2M0.15%
91ORACLE CORPORCL-PD5,968$1.2M0.15%
92MERCK & CO INCMRK10,820$1.1M0.15%
93RTX CORPORATIONRTX6,202$1.1M0.15%
94SONY GROUP CORPSNEJF44,234$1.1M0.15%
95HOME DEPOT INCHD3,242$1.1M0.15%
96ISHARES TR4642876892,854$1.1M0.14%
97PHILIP MORRIS INTL INC7181721096,870$1.1M0.14%
98VANGUARD WORLD FD92204A7021,437$1.1M0.14%
99TOYOTA MOTOR CORPTOYOF5,014$1.1M0.14%
100ALEXANDERS INCALX4,890$1.1M0.14%
101CATERPILLAR INCCAT1,824$1.0M0.14%
102VANGUARD WORLD FD9219107338,330$1.0M0.13%
103AMERICAN EXPRESS COAXP2,628$972,2280.13%
104LLOYDS BANKING GROUP PLCLLOBF183,360$971,8080.13%
105INVESCO EXCHANGE TRADED FD TIVZ20,800$970,8520.13%
106NUSHARES ETF TRNU9,690$947,6820.12%
107BELDEN INCBDC7,862$916,3160.12%
108URBAN EDGE PPTYS91704F10445,992$882,5860.12%
109COCA COLA COKO12,610$881,5660.12%
110CHUBB LIMITEDCB2,820$880,1780.12%
111ABBOTT LABSABLZF6,972$873,5560.11%
112BHP GROUP LTDBHPLF14,330$865,1020.11%
113AGNICO EAGLE MINES LTDAEM5,096$863,9240.11%
114MOTOROLA SOLUTIONS INCMSI2,234$856,4040.11%
115RIO TINTO PLCRTNTF10,544$843,8360.11%
116EMERSON ELEC COEMR6,354$843,3020.11%
117INTERNATIONAL BUSINESS MACHSINTR2,772$820,8680.11%
118PDD HOLDINGS INCPDD7,218$818,4500.11%
119HUBSPOT INCHUBS2,012$807,4160.11%
120GSK PLCGLAXF16,360$802,2940.10%
121NETEASE INCNETTF5,746$790,7640.10%
122SHOPIFY INCSHOP4,782$769,7580.10%
123ISHARES TR46432F8349,088$769,1560.10%
124CAPITAL ONE FINL CORP14040H1053,172$768,9920.10%
125MCDONALDS CORPMCD2,416$738,4020.10%
126GROUP 1 AUTOMOTIVE INCGPI1,862$732,3240.10%
127ROYAL CARIBBEAN GROUPV7780T1032,608$727,4240.10%
128GE VERNOVA INCGEV1,098$717,6200.09%
129SALESFORCE INCCRM2,674$708,3700.09%
130S&P GLOBAL INCSPGI1,348$704,5280.09%
131MITSUBISHI UFJ FINL GROUP IN60682210444,154$700,2820.09%
132SCHWAB STRATEGIC TR80852488815,300$696,5820.09%
133ADVANCED MICRO DEVICES INCAMD3,184$681,8860.09%
134DUKE ENERGY CORP NEWDUKB5,798$679,5440.09%
135TJX COS INC NEW8725401094,416$678,3420.09%
136BLACKROCK INCBLK632$676,4540.09%
137WELLS FARGO CO NEW9497461017,194$670,4800.09%
138EATON CORP PLCETN2,066$657,7500.09%
139BANCO SANTANDER SABCDRF55,256$648,1520.08%
140TOTALENERGIES SETTE9,764$638,7600.08%
141UNITEDHEALTH GROUP INCUNH1,896$625,8880.08%
142AMGEN INCAMGN1,846$604,4620.08%
143NATIONAL GRID PLCNMPWP7,810$604,1040.08%
144VERTEX PHARMACEUTICALS INCVRTX1,332$603,8760.08%
145INFOSYS LTDINFY33,686$600,2840.08%
146CONOCOPHILLIPSCOP6,340$593,4260.08%
147NORTHROP GRUMMAN CORPNOC1,032$588,4740.08%
148WELLTOWER INCWELL3,134$581,7020.08%
149SOUTHERN COSOMN6,666$581,3420.08%
150PEPSICO INCPEP3,982$571,5420.07%
151GILEAD SCIENCES INCGILD4,572$561,1680.07%
152LINDE PLCLIN1,288$549,1900.07%
153INTUITINTU820$543,1840.07%
154AMERICAN ELEC PWR CO INC0255371014,690$540,7060.07%
155MICRON TECHNOLOGY INCMU1,872$534,4380.07%
156APPLIED MATLS INC0382221052,070$531,8420.07%
157AMERICAN INTL GROUP INC0268747846,134$524,7640.07%
158BP PLCBPPFF15,056$522,8940.07%
159ACCENTURE PLC IRELANDACN1,928$517,2820.07%
160INVESCO QQQ TRIVZ834$511,8440.07%
161VANECK ETF TRUST92189F6761,407$506,7030.07%
162INVESCO EXCH TRADED FD TR IIIVZ9,015$500,9870.07%
163ANHEUSER BUSCH INBEV SA/NVBUDFF7,760$496,9500.06%
164LEGG MASON ETF INVT5246822006,033$496,7400.06%
165THE CIGNA GROUP1255231001,772$487,7080.06%
166HOWMET AEROSPACE INCHWM2,356$483,0280.06%
167JBG SMITH PPTYS46590V10028,086$477,7420.06%
168ADOBE INCADBE1,320$461,9860.06%
169METLIFE INCMET-PF5,816$459,1160.06%
170TYLER TECHNOLOGIES INCTYL1,010$458,4900.06%
171PFIZER INCPFE18,376$457,5420.06%
172NIKE INCNKE7,144$455,1440.06%
173DEERE & CODE974$453,4660.06%
174VANGUARD INTL EQUITY INDEX F9220427183,032$434,5000.06%
175LATAM AIRLINES GROUP SALTM7,992$431,6480.06%
176FABRINETFN940$427,9640.06%
177AUTOMATIC DATA PROCESSING INADP1,656$425,9720.06%
178KLA CORPKLAC344$418,7120.05%
179QUALCOMM INCQCOM2,432$415,9940.05%
180ISHARES TR4642885703,197$411,8700.05%
181PROCTER AND GAMBLE CO7427181092,840$407,0680.05%
182AMERICA MOVIL SAB DE CVAMXOF19,490$402,8580.05%
183TRANE TECHNOLOGIES PLCTT1,034$402,4320.05%
184MONOLITHIC PWR SYS INC609839105442$400,6120.05%
185MOODYS CORPMCO784$400,5360.05%
186VALE S AVALE30,424$396,4240.05%
187AFLAC INCAFL3,568$393,4440.05%
188SEA LTDSE3,042$388,0680.05%
189GENERAL DYNAMICS CORPGD1,136$382,4760.05%
190BAKER HUGHES COMPANYBKR8,318$378,8020.05%
191SANOFI SASNYNF7,728$374,4980.05%
192WASTE MGMT INC DEL94106L1091,698$373,0680.05%
193AUTOZONE INCAZO110$373,0660.05%
194INTUITIVE SURGICAL INCISRG658$372,6640.05%
195INTERCONTINENTAL EXCHANGE IN45866F1042,290$370,8880.05%
196CHEVRON CORP NEWCVX2,422$369,0200.05%
197BIOGEN INCBIIB2,084$366,7640.05%
198PALO ALTO NETWORKS INCPANW1,990$366,5580.05%
199UNITED PARCEL SERVICE INCUPS3,680$365,0200.05%
200UBER TECHNOLOGIES INCUBER4,454$363,9360.05%
201BRISTOL-MYERS SQUIBB COCELG-RI6,720$362,4760.05%
202HONDA MOTOR LTDHNDAF12,140$357,8880.05%
203UNION PAC CORPUNP1,544$357,1580.05%
204TOPBUILD CORPBLD856$357,1140.05%
205TRANSDIGM GROUP INCTDG264$351,0800.05%
206MARRIOTT INTL INC NEW5719032021,116$346,2280.05%
207HARTFORD INSURANCE GROUP INCHIG-PG2,492$343,3980.04%
208RYDER SYS INCR1,754$335,6980.04%
209THERMO FISHER SCIENTIFIC INCTMO578$334,9360.04%
210MONSTER BEVERAGE CORP NEWMNST4,296$329,3740.04%
211SELECT SECTOR SPDR TR81369Y8522,771$326,2020.04%
212KONINKLIJKE PHILIPS N VRYLPF12,004$325,0680.04%
213BAIDU INCBAIDF2,466$322,2080.04%
214NATWEST GROUP PLCRBSPF18,380$321,6500.04%
215COMCAST CORP NEWCCZ10,730$320,7200.04%
216ASE TECHNOLOGY HLDG CO LTDASX19,664$316,5900.04%
217SELECT SECTOR SPDR TR81369Y4072,649$316,3170.04%
218INTEL CORPINTC8,424$310,8460.04%
219SPDR GOLD TRGLD784$310,7080.04%
220ARGENX SEARGX368$309,4700.04%
221PRUDENTIAL PLCPUKPF9,754$303,5440.04%
222SHERWIN WILLIAMS COSHW934$302,6580.04%
223WHEATON PRECIOUS METALS CORPWPM2,574$302,4960.04%
224UNITED RENTALS INCURI372$301,0680.04%
225WESTERN DIGITAL CORPWDC1,744$300,4380.04%
226AMPHENOL CORP NEW0320951012,188$295,6860.04%
227EQUINOR ASASTOHF12,398$292,9640.04%
228D R HORTON INC23331A1092,032$292,6680.04%
229CBRE GROUP INCCBRE1,818$292,3160.04%
230CROWDSTRIKE HLDGS INCCRWD620$290,6320.04%
231OREILLY AUTOMOTIVE INC67103H1073,184$290,4120.04%
232EXPAND ENERGY CORPORATIONEXE2,604$287,3780.04%
233FIRST TR EXCHNG TRADED FD VI33740F7558,358$286,3450.04%
234PPL CORPPPLC8,064$282,4020.04%
235DIREXION SHS ETF TR25459W4586,627$278,5330.04%
236DANAHER CORPORATION2358511021,216$278,3660.04%
237HALEON PLCHLNCF27,494$277,9640.04%
238PNC FINL SVCS GROUP INC6934751051,318$275,2500.04%
239TELEFONAKTIEBOLAGET LM ERICS29482160828,470$274,7360.04%
240DISNEY WALT CO2546871062,412$274,4140.04%
241LEGEND BIOTECH CORPLEGN12,600$273,9240.04%
242CENTENE CORP DELCNC6,622$272,4960.04%
243ANALOG DEVICES INCADI1,002$271,7420.04%
244HUNTINGTON BANCSHARES INCHBANP15,656$271,6320.04%
245KENVUE INCKVUE15,672$270,3420.04%
246KE HLDGS INCBEKE17,024$268,2980.04%
247CHUNGHWA TELECOM CO LTDCHT6,396$266,7780.03%
248ISHARES TR4642888021,913$266,5670.03%
249ISHARES TR4642874992,750$264,6560.03%
250CBOE GLOBAL MKTS INC12503M1081,054$264,5540.03%
251SERVICENOW INCNOW1,726$264,4060.03%
252SYNOPSYS INCSNPS550$258,3460.03%
253VANGUARD MALVERN FDS9220208055,221$258,2240.03%
254CHIPOTLE MEXICAN GRILL INCCMG6,966$257,7420.03%
255CONSTELLATION ENERGY CORPCEG720$254,3540.03%
256BANCO BILBAO VIZCAYA ARGENTABBVXF10,892$253,8920.03%
257VANGUARD WELLINGTON FD9219358702,480$251,8960.03%
258BARCLAYS PLCBCLYF9,858$250,8860.03%
259ITAU UNIBANCO HLDG S A46556210634,662$248,1860.03%
260ARCELORMITTAL SA LUXEMBOURGARCXF5,438$247,8100.03%
261ENI S P A26874R1086,468$245,3960.03%
262APPLOVIN CORPAPP364$245,2700.03%
263RYANAIR HOLDINGS PLCRYAOF3,384$244,2900.03%
264RAYMOND JAMES FINL INC7547301091,502$241,2060.03%
265MSCI INCMSCI420$240,9660.03%
266WARNER BROS DISCOVERY INCWBD8,356$240,8200.03%
267ELEVANCE HEALTH INC FORMERLYELV686$240,4780.03%
268RANGE RES CORPRRC6,814$240,2620.03%
269COLGATE PALMOLIVE COCL3,038$240,0800.03%
270UNITED THERAPEUTICS CORP DELUTHR490$238,7520.03%
271KB HOMEKBH4,210$237,4860.03%
272T-MOBILE US INCTMUSZ1,154$234,3080.03%
273ICICI BANK LIMITEDIBN7,828$233,2740.03%
274ISHARES TR46432F3391,166$231,6160.03%
275SYMBOTIC INCSYM3,886$231,2180.03%
276HELMERICH & PAYNE INCHP8,056$231,0460.03%
277PACCAR INCPCAR2,106$230,6280.03%
278GARTNER INCIT908$229,0700.03%
279ROCKWELL AUTOMATION INCROK588$228,7740.03%
280DARDEN RESTAURANTS INCDRI1,242$228,5520.03%
281SUMITOMO MITSUI FINL GROUP I86562M20911,712$226,3920.03%
282PERFORMANCE FOOD GROUP COPFGC2,490$223,9000.03%
283PLANET LABS PBCPL-WT11,350$223,8220.03%
284CARRIER GLOBAL CORPORATIONCARR4,222$223,0900.03%
285UNITED MICROELECTRONICS CORPUMC28,184$221,5260.03%
286SCHWAB CHARLES CORPSCHW-PJ2,208$220,5600.03%
287HCA HEALTHCARE INCHCA472$220,3580.03%
288MOOG INCMOG-B902$219,6820.03%
289NXP SEMICONDUCTORS N VNXPI1,012$219,6640.03%
290SNAP ON INCSNA636$219,1660.03%
291CLOUDFLARE INCNET1,106$218,0480.03%
292FASTENAL COFAST5,412$217,1840.03%
293WOODWARD INCWWD716$216,4620.03%
294LAMB WESTON HLDGS INCLW5,098$213,5560.03%
295NEXTERA ENERGY INCNEE-PW2,660$213,5140.03%
296TERADYNE INCTER1,098$212,4360.03%
297ON SEMICONDUCTOR CORPON3,912$211,8340.03%
298DIAGEO PLCDGEAF2,454$211,7060.03%
299VALERO ENERGY CORPVLO1,296$210,9760.03%
300EQUINIX INCEQIX274$210,0100.03%
301ALCON AGALC2,652$209,0040.03%
302NICE LTDNCSYF1,848$208,8980.03%
303ECOLAB INCECL794$208,4400.03%
304GOLD FIELDS LTDGFIOF4,748$207,2980.03%
305HONEYWELL INTL INC4385161061,054$205,6240.03%
306SELECT SECTOR SPDR TR81369Y6053,746$205,1680.03%
307NVR INCNVR28$204,1980.03%
308COGNIZANT TECHNOLOGY SOLUTIOCTSH2,458$204,0140.03%
309ING GROEP N.V.INGVF7,226$202,3280.03%
310NEWMONT CORPNEMCL2,022$201,8980.03%
311AON PLCAON572$201,8840.03%
312RELX PLCRLXXF4,982$201,3720.03%
313CEMEX SAB DE CVCXMSF16,386$188,2760.02%
314TAL EDUCATION GROUPTAL16,744$182,6780.02%
315TELEFONICA BRASIL SAVIV13,606$161,3680.02%
316FULL TRUCK ALLIANCE CO LTDYMM13,474$144,5760.02%
317VODAFONE GROUP PLC NEW92857W30810,480$138,4400.02%
318FIGS INCFIGS10,264$116,6000.02%
319SUZANO S ASUZ11,960$111,7060.01%
320COMPANHIA PARANAENSE DE ENER20441B70410,862$103,2980.01%
321MIZUHO FINANCIAL GROUP INCMZHOF13,962$102,2020.01%
322NEOGEN CORPNEOG13,048$91,2060.01%
323WENDYS CO95058W10010,498$87,4480.01%
324SPRINKLR INCCXM11,240$87,4480.01%
325BANCO SANTANDER BRASIL S ABSBR13,614$83,1820.01%
326NIO INCNIOIF16,072$81,9680.01%
327TERRA INNOVATUM GLOBAL NVNKLR17,326$80,0460.01%
328LITHIUM AMERS CORP NEWLTUM17,660$76,9980.01%
329MEDICUS PHARMA LTDMDCXW35,622$54,5020.01%
330CYTOMX THERAPEUTICS INCCTMX10,856$46,2460.01%
331AMBEV SAABEV15,360$37,9400.00%