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13F-HR filed by May Hill Capital, LLC

May Hill Capital, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-30, with 184 holding rows worth $265,086,895.

Accession
0001951757-25-000481
Filed
2025-04-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 184 entries on the cover page, a total value of $265,086,895 stated on the cover page (in dollars after the unit check, H1), rows summing to $265,086,895 with VALUE read as dollars as filed, 13F file number 028-24979. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS87,870$49,374,222dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF86,044$26,393,175dollars as filed
IJH464287507COM190,954$11,142,151dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS145,857$7,871,900dollars as filed
ISHARES TR464288414NATIONAL MUN ETF69,467$7,324,645dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS64,364$6,730,554dollars as filed
Vanguard Mid-Cap ETF922908629SHS25,552$6,608,258dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS82,271$6,223,827dollars as filed
Boston Scientific Corporation101137107COM60,621$6,115,446dollars as filed
Vanguard Small-Cap ETF922908751SHS27,283$6,049,913dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS52,337$5,177,200dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS37,043$4,519,604dollars as filed
Apple Inc037833100COM20,312$4,511,932dollars as filed
Microsoft Corp594918104COM9,761$3,664,156dollars as filed
Vanguard S&P 500 ETF922908363COM6,861$3,525,721dollars as filed
NVIDIA Corp67066G104COM31,524$3,416,597dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF64,349$3,192,976dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF29,450$3,109,910dollars as filed
Schwab US Mid-Cap ETF808524508SHS117,467$3,077,642dollars as filed
META PLATFORMS INC CL A30303M102COM4,952$2,854,135dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS49,695$2,526,003dollars as filed
Amazon.com, Inc023135106COM11,488$2,185,802dollars as filed
Vanguard Extended Market ETF922908652SHS12,206$2,102,533dollars as filed
VWO922042858SHS45,288$2,049,714dollars as filed
Vanguard Growth922908736COM5,304$1,966,660dollars as filed
iShares S&P 500 Growth ETF464287309SHS20,881$1,938,412dollars as filed
iShares Russell 2000 ETF464287655SHS8,467$1,689,069dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF79,249$1,567,545dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT31,700$1,545,677dollars as filed
SPY78462F103SHS2,712$1,516,829dollars as filed
iShares S&P 500 Value ETF464287408SHS7,935$1,512,314dollars as filed
Berkshire Hathaway Inc084670702COM2,764$1,472,051dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF23,157$1,471,142dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS22,357$1,470,166dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS33,620$1,323,617dollars as filed
Netflix, Inc64110L106COM1,405$1,310,205dollars as filed
Eli Lilly and Company532457108COM1,582$1,306,973dollars as filed
Vanguard Value ETF922908744SHS7,434$1,284,166dollars as filed
Vanguard Total Bond Market ETF921937835SHS17,380$1,276,541dollars as filed
JPMorgan Chase & Co46625H100COM5,160$1,265,697dollars as filed
HAEMONETICS CORP MASS COM405024100Stock17,940$1,140,087dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,256$1,122,093dollars as filed
ALEXANDERS INC COM014752109REIT5,232$1,094,325dollars as filed
VORNADO RLTY TR929042109SH BEN INT28,717$1,062,242dollars as filed
Broadcom Inc.11135F101COM6,151$1,029,862dollars as filed
BLACKROCK ETF TRUST II092528876CMN20,233$1,018,931dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS7,395$977,841dollars as filed
HOLOGIC INC436440101COM15,370$949,405dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS5,704$946,861dollars as filed
Visa Inc92826C839COM2,691$943,105dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock6,152$921,385dollars as filed
iShares Floating Rate Bond ETF46429B655SHS17,909$914,259dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,614$877,075dollars as filed
HUBSPOTINC443573100STOK1,455$831,227dollars as filed
Costco Wholesale Corporation22160K105COM847$801,140dollars as filed
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT20,801$795,648dollars as filed
EXXON MOBIL CORP30231G102COM6,638$789,500dollars as filed
FISERV INC337738108COM3,527$778,867dollars as filed
ISHARES TR46432F834COM10,908$761,474dollars as filed
AbbVie,Inc.00287Y109COM3,606$755,517dollars as filed
SHELL PLC SPON ADS780259305ADR10,017$734,046dollars as filed
Walmart Inc.931142103COM8,358$733,771dollars as filed
ISHARES TR464288513IBOXX HI YD ETF8,699$686,252dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR11,270$647,236dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR8,546$628,131dollars as filed
Adobe Inc00724F101COM1,608$616,716dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,123$613,484dollars as filed
VTI922908769COM2,228$612,428dollars as filed
NOVO-NORDISK A S ADR670100205ADR8,753$607,784dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS6,000$587,700dollars as filed
Lam Research Corporation512807306COM8,050$585,235dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK877$581,138dollars as filed
SAP SE SPON ADR803054204ADR2,162$580,367dollars as filed
Home Depot, Inc437076102COM1,569$574,935dollars as filed
Boeing Company097023105COM3,307$563,994dollars as filed
MasterCard, Inc57636Q104COM986$540,458dollars as filed
Philip Morris International Inc.718172109COM3,357$532,857dollars as filed
Tesla Motors, Inc88160R101COM2,047$530,501dollars as filed
SONY GROUP CORP SPONSORED ADR835699307ADR20,156$511,761dollars as filed
TTM TECHNOLOGIES INC87305R109COM24,773$508,094dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR4,279$506,420dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF6,326$495,199dollars as filed
iShares U.S. Technology ETF464287721SHS3,373$473,641dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,074$470,246dollars as filed
Booking Holdings Inc.09857L108COM102$469,905dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR4,190$467,101dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,430$454,203dollars as filed
Merck & Co.,Inc.58933Y105COM5,058$453,986dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR7,374$453,943dollars as filed
GENERAL MTRS CO COM37045V100Stock9,646$453,651dollars as filed
Oracle Corporation68389X105COM3,223$450,670dollars as filed
McDonalds Corporation580135101COM1,431$447,001dollars as filed
UNILEVER PLC904767704SPON ADR NEW7,392$440,194dollars as filed
URBAN EDGE PPTYS91704F104COM22,322$424,118dollars as filed
Abbott Laboratories002824100COM3,186$422,641dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR2,371$418,553dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF13,879$417,760dollars as filed
Amgen Inc.031162100COM1,317$410,429dollars as filed
UnitedHealth Group Inc91324P102COM774$405,382dollars as filed
Johnson & Johnson478160104COM2,436$403,991dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR6,051$402,028dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF11,076$397,424dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS3,403$393,423dollars as filed
BELDEN INC COM077454106Stock3,901$391,075dollars as filed
Coca-Cola Company191216100COM5,431$388,968dollars as filed
Citigroup Inc.172967424COM5,394$382,920dollars as filed
BP PLC SPONSORED ADR055622104ADR11,318$382,435dollars as filed
Cisco Systems,Inc.17275R102COM6,152$379,655dollars as filed
GSK PLC SPONSORED ADR37733W204ADR9,409$364,505dollars as filed
Procter & Gamble Co742718109COM2,124$362,012dollars as filed
Raytheon Technologies Corporation75513E101COM2,727$361,218dollars as filed
General Electric Company369604301COM1,780$356,267dollars as filed
GROUP 1 AUTOMOTIVE INC COM398905109Stock924$352,922dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR8,314$343,950dollars as filed
EMERSON ELEC CO COM291011104Stock3,050$334,402dollars as filed
Bank of America Corp060505104COM7,974$332,762dollars as filed
Duke Energy Corporation26441C204COM2,681$326,981dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR84,725$323,649dollars as filed
ISHARES TR46428865310-20 YR TRS ETF3,103$321,936dollars as filed
Cigna Corporation125523100COM947$311,563dollars as filed
ARROW ELECTRS INC042735100COM2,974$308,790dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM633$306,891dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,493$306,722dollars as filed
Linde plcG54950103COM658$306,391dollars as filed
Salesforce.com, Inc79466L302COM1,135$304,589dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock2,795$303,006dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS4,659$301,391dollars as filed
LEGG MASON ETF INVT524682200CMN4,285$299,007dollars as filed
ConocoPhillips20825C104COM2,804$294,441dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR5,227$289,889dollars as filed
Southern Company842587107COM3,137$288,483dollars as filed
S&P Global,Inc.78409V104COM567$288,130dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS13,041$287,956dollars as filed
ISHARES TR46435G243COM11,410$285,136dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock3,237$281,425dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,942$280,902dollars as filed
ANSYS INC COM03662Q105COM880$278,573dollars as filed
American Express Company025816109COM1,029$276,852dollars as filed
Chubb LimitedH1467J104COM895$270,281dollars as filed
iShares Gold Trust464285204COM4,435$261,471dollars as filed
VGT92204A702SHS479$259,818dollars as filed
Morgan Stanley617446448COM2,224$259,511dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock518$257,814dollars as filed
Eaton Corp. PlcG29183103COM946$257,026dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock501$256,525dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,348$256,201dollars as filed
BlackRock,Inc.09290D101COM270$255,550dollars as filed
BlackRock Flexible Income ETF092528603SHS4,877$255,458dollars as filed
iShares MBS ETF464288588SHS2,658$249,267dollars as filed
Honeywell Technologies438516106COM1,157$244,995dollars as filed
HESS CORP42809H107COM1,520$242,790dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS2,537$234,096dollars as filed
METLIFE INC COM59156R108Stock2,912$233,804dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,119$231,497dollars as filed
iShares Broad USD High Yield Corporate Bond ETF46435U853SHS6,281$231,207dollars as filed
JBG SMITH PPTYS COM46590V100REIT14,215$229,004dollars as filed
Gilead Sciences,Inc.375558103COM2,033$227,798dollars as filed
ROYAL BK CDA COM780087102Stock1,991$224,438dollars as filed
Caterpillar Inc.149123101COM678$223,604dollars as filed
Union Pacific Corporation907818108COM939$221,829dollars as filed
CIRRUS LOGIC INC COM172755100Stock2,220$221,234dollars as filed
PALO ALTO NETWORKS INC697435105COM1,293$220,638dollars as filed
CREDICORP LTDG2519Y108COM1,182$220,041dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS2,139$219,055dollars as filed
Qualcomm Incorporated747525103COM1,416$217,512dollars as filed
EQUINOR ASA SPONSORED ADR29446M102ADR8,192$216,678dollars as filed
DBX ETF TR233051432XTRACK USD HIGH5,891$212,964dollars as filed
VALE S A91912E105SPONSORED ADS21,278$212,354dollars as filed
INVESCO QQQ TR46090E103COM452$212,013dollars as filed
AUTOZONE INC COM053332102Stock55$209,703dollars as filed
TJX Companies Inc872540109COM1,713$208,643dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR2,011$206,972dollars as filed
Intuit Inc.461202103COM331$203,231dollars as filed
Deere & Company244199105COM430$201,820dollars as filed
WELLTOWER INC COM95040Q104REIT1,306$200,092dollars as filed
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS606822104ADR11,258$153,447dollars as filed
BANCO SANTANDER SA ADR05964H105ADR21,917$146,844dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR15,574$145,928dollars as filed
HALEON PLC SPON ADS405552100ADR11,836$121,792dollars as filed
NOKIA CORP654902204SPONSORED ADR16,456$86,723dollars as filed
ITAU UNIBANCO HLDG S A SPON ADR REP PFD465562106ADR15,483$85,156dollars as filed
TELEFONICA S A SPONSORED ADR879382208ADR16,757$78,088dollars as filed
BANCO SANTANDER BRASIL S.A. AD05967A107ADS REP 1 UNIT13,419$63,203dollars as filed
NIO INC SPON ADS62914V106ADR12,668$48,265dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000481this filing2025-04-30acceptance time not in the bulk data set