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13F-HR filed by May Hill Capital, LLC

May Hill Capital, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-01, with 205 holding rows worth $303,717,458.

Accession
0001951757-25-001013
Filed
2025-08-01
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 205 entries on the cover page, a total value of $303,717,458 stated on the cover page (in dollars after the unit check, H1), rows summing to $303,717,458 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 ETF464287200SHS81,710$50,733,542dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF86,155$29,255,598dollars as filed
IJH464287507COM169,759$10,528,441dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS139,707$8,386,612dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS96,591$8,063,391dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS63,598$6,950,656dollars as filed
Vanguard Mid-Cap ETF922908629SHS24,702$6,912,361dollars as filed
ISHARES TR464288414NATIONAL MUN ETF64,351$6,723,424dollars as filed
Boston Scientific Corporation101137107COM60,673$6,516,887dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT118,298$6,442,504dollars as filed
Vanguard Small-Cap ETF922908751SHS26,762$6,341,960dollars as filed
Microsoft Corp594918104COM11,674$5,806,889dollars as filed
NVIDIA Corp67066G104COM35,545$5,615,807dollars as filed
iShares S&P 500 Growth ETF464287309SHS50,753$5,587,899dollars as filed
iShares S&P 500 Value ETF464287408SHS24,954$4,876,558dollars as filed
Apple Inc037833100COM23,063$4,731,881dollars as filed
META PLATFORMS INC CL A30303M102COM5,285$3,900,830dollars as filed
Vanguard S&P 500 ETF922908363COM6,858$3,895,311dollars as filed
BLACKROCK ETF TRUST II092528876CMN71,541$3,615,334dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS24,264$3,276,622dollars as filed
Amazon.com, Inc023135106COM13,887$3,046,704dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS49,354$2,813,666dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF56,685$2,779,250dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS26,654$2,644,037dollars as filed
Schwab US Mid-Cap ETF808524508SHS85,110$2,387,338dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF22,325$2,374,081dollars as filed
Vanguard Growth922908736COM5,121$2,244,846dollars as filed
Vanguard Extended Market ETF922908652SHS11,486$2,213,513dollars as filed
iShares U.S. Technology ETF464287721SHS12,377$2,144,592dollars as filed
Netflix, Inc64110L106COM1,457$1,951,112dollars as filed
VWO922042858SHS37,514$1,855,446dollars as filed
Broadcom Inc.11135F101COM6,730$1,855,124dollars as filed
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF49,485$1,760,672dollars as filed
ISHARES TR46428865310-20 YR TRS ETF17,018$1,728,988dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF77,856$1,720,608dollars as filed
SPY78462F103SHS2,706$1,671,832dollars as filed
iShares Russell 2000 ETF464287655SHS7,640$1,648,634dollars as filed
JPMorgan Chase & Co46625H100COM5,530$1,603,142dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS6,664$1,509,256dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS33,733$1,441,748dollars as filed
Berkshire Hathaway Inc084670702COM2,931$1,423,792dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,818$1,377,823dollars as filed
Vanguard Value ETF922908744SHS7,601$1,343,418dollars as filed
HAEMONETICS CORP MASS COM405024100Stock17,917$1,336,787dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,184$1,274,370dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF17,034$1,238,037dollars as filed
iShares MBS ETF464288588SHS13,160$1,235,570dollars as filed
ALEXANDERS INC COM014752109REIT4,938$1,112,630dollars as filed
SAP SE SPON ADR803054204ADR3,622$1,101,450dollars as filed
VORNADO RLTY TR929042109SH BEN INT28,082$1,073,856dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock6,185$1,013,474dollars as filed
Visa Inc92826C839COM2,848$1,011,200dollars as filed
HOLOGIC INC436440101COM15,401$1,003,529dollars as filed
TTM TECHNOLOGIES INC87305R109COM24,338$993,477dollars as filed
VGT92204A702SHS1,492$989,614dollars as filed
Eli Lilly and Company532457108COM1,261$983,349dollars as filed
BLACKROCK ETF TRUST09290C780ISHA I IN TE ETF33,416$964,059dollars as filed
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT20,801$952,073dollars as filed
ISHARES TR46435G672CORE INTL AGGR17,680$903,253dollars as filed
iShares Gold Trust464285204COM14,271$889,922dollars as filed
Costco Wholesale Corporation22160K105COM884$875,174dollars as filed
Walmart Inc.931142103COM8,879$868,214dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,214$859,208dollars as filed
Procter & Gamble Co742718109COM5,253$836,945dollars as filed
Lam Research Corporation512807306COM8,570$834,204dollars as filed
Tesla Motors, Inc88160R101COM2,601$826,234dollars as filed
SHELL PLC SPON ADS780259305ADR11,723$825,416dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR6,274$759,217dollars as filed
MasterCard, Inc57636Q104COM1,321$742,335dollars as filed
HUBSPOTINC443573100STOK1,321$735,308dollars as filed
VTI922908769COM2,323$706,123dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR9,050$693,864dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR11,040$671,122dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS6,000$657,840dollars as filed
Oracle Corporation68389X105COM3,002$656,293dollars as filed
Booking Holdings Inc.09857L108COM113$654,184dollars as filed
BlackRock Flexible Income ETF092528603SHS12,185$643,853dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR9,193$642,407dollars as filed
Philip Morris International Inc.718172109COM3,505$638,366dollars as filed
EXXON MOBIL CORP30231G102COM5,903$636,382dollars as filed
UNILEVER PLC904767704SPON ADR NEW10,375$634,639dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK786$629,906dollars as filed
NOVO-NORDISK A S ADR670100205ADR8,683$599,276dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF6,326$594,328dollars as filed
FISERV INC337738108COM3,437$592,573dollars as filed
SONY GROUP CORP SPONSORED ADR835699307ADR21,340$555,480dollars as filed
AbbVie,Inc.00287Y109COM2,973$551,889dollars as filed
Home Depot, Inc437076102COM1,486$544,739dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS4,740$537,563dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,899$531,512dollars as filed
GENERAL MTRS CO COM37045V100Stock10,399$511,735dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,430$502,102dollars as filed
Cisco Systems,Inc.17275R102COM7,120$494,002dollars as filed
Citigroup Inc.172967424COM5,597$476,417dollars as filed
Abbott Laboratories002824100COM3,483$473,741dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,512$473,468dollars as filed
iShares Floating Rate Bond ETF46429B655SHS9,268$472,870dollars as filed
General Electric Company369604301COM1,835$472,311dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF11,083$472,021dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,109$466,327dollars as filed
Coca-Cola Company191216100COM6,562$464,262dollars as filed
BELDEN INC COM077454106Stock3,931$455,210dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR9,584$453,611dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR6,469$444,550dollars as filed
ISHARES TR46432F834COM5,696$440,360dollars as filed
EMERSON ELEC CO COM291011104Stock3,098$413,056dollars as filed
Raytheon Technologies Corporation75513E101COM2,821$411,922dollars as filed
VANECK ETF TRUST92189F676COM1,466$408,838dollars as filed
URBAN EDGE PPTYS91704F104COM21,806$406,900dollars as filed
GROUP 1 AUTOMOTIVE INC COM398905109Stock931$406,577dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS2,926$393,171dollars as filed
Bank of America Corp060505104COM8,297$392,622dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR2,272$391,375dollars as filed
Johnson & Johnson478160104COM2,522$385,240dollars as filed
GSK PLC SPONSORED ADR37733W204ADR9,923$381,043dollars as filed
International Business Machines Corporation459200101COM1,291$380,449dollars as filed
American Express Company025816109COM1,178$375,758dollars as filed
Boeing Company097023105COM1,793$375,669dollars as filed
Merck & Co.,Inc.58933Y105COM4,705$372,430dollars as filed
Eaton Corp. PlcG29183103COM1,043$372,177dollars as filed
Lowes Companies,Inc.548661107COM1,624$360,317dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE7,300$354,976dollars as filed
S&P Global,Inc.78409V104COM657$346,469dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR80,729$343,098dollars as filed
Linde plcG54950103COM726$340,625dollars as filed
Duke Energy Corporation26441C204COM2,881$339,938dollars as filed
LEGG MASON ETF INVT524682200CMN4,285$339,843dollars as filed
ICICI BANK LIMITED ADR45104G104ADR10,041$337,779dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR2,487$334,700dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,531$332,732dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock2,761$328,366dollars as filed
McDonalds Corporation580135101COM1,098$320,803dollars as filed
Salesforce.com, Inc79466L302COM1,154$314,684dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,897$314,411dollars as filed
Caterpillar Inc.149123101COM809$314,062dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,470$312,856dollars as filed
Cigna Corporation125523100COM941$311,076dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock523$310,055dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,662$307,062dollars as filed
GE Vernova Inc.36828A101COM578$305,849dollars as filed
ANSYS INC COM03662Q105COM865$303,805dollars as filed
Morgan Stanley617446448COM2,132$300,358dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM673$299,620dollars as filed
BlackRock,Inc.09290D101COM285$299,036dollars as filed
Southern Company842587107COM3,255$298,942dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS4,768$292,708dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR15,295$283,416dollars as filed
Chubb LimitedH1467J104COM969$280,739dollars as filed
ConocoPhillips20825C104COM3,046$273,318dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock3,189$272,947dollars as filed
Intuit Inc.461202103COM345$271,732dollars as filed
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS606822104ADR19,757$271,066dollars as filed
AT&T Inc00206R102COM9,177$265,582dollars as filed
ARROW ELECTRS INC042735100COM2,042$260,212dollars as filed
Amgen Inc.031162100COM929$259,492dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR2,448$256,208dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock506$252,998dollars as filed
JBG SMITH PPTYS COM46590V100REIT14,422$249,501dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS2,139$248,466dollars as filed
Wells Fargo & Company949746101COM3,064$245,488dollars as filed
NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS636274409STOK3,286$244,511dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,309$243,644dollars as filed
Deere & Company244199105COM477$242,550dollars as filed
METLIFE INC COM59156R108Stock2,969$238,767dollars as filed
Gilead Sciences,Inc.375558103COM2,144$237,705dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS4,471$234,146dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock519$227,016dollars as filed
SEA LTD81141R100SPONSORD ADS1,407$225,036dollars as filed
TJX Companies Inc872540109COM1,818$224,505dollars as filed
Accenture Plc Class AG1151C101COM746$222,972dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,145$222,522dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS1,624$218,899dollars as filed
UnitedHealth Group Inc91324P102COM700$218,379dollars as filed
AUTOZONE INC COM053332102Stock58$215,309dollars as filed
Qualcomm Incorporated747525103COM1,350$215,001dollars as filed
Intercontinental Exchange,Inc.45866F104COM1,165$213,743dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,168$213,557dollars as filed
Uber Technologies90353T100COM2,282$212,911dollars as filed
Automatic Data Processing,Inc.053015103COM689$212,488dollars as filed
WELLTOWER INC COM95040Q104REIT1,380$212,147dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF8,345$209,548dollars as filed
INVESCO QQQ TR46090E103COM379$209,325dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR3,574$208,471dollars as filed
BANCO SANTANDER SA ADR05964H105ADR24,166$200,578dollars as filed
VALE S A91912E105SPONSORED ADS12,462$121,006dollars as filed
MEDICUS PHARMA LTD58471K202COM35,622$106,510dollars as filed
UNITED MICROELECTRONICS CORP SPON ADR NEW910873405ADR12,460$95,319dollars as filed
HUDSON PAC PPTYS INC444097109COM26,985$73,939dollars as filed
PLANET LABS PBC72703X106COM CL A10,195$62,190dollars as filed
NOKIA CORP654902204SPONSORED ADR11,979$62,051dollars as filed
MARAVAI LIFESCIENCES HLDGS A56600D107COMMON STOCK22,510$54,249dollars as filed
ROCKET PHARMACEUTICALS INC77313F106COM19,939$48,851dollars as filed
EW SCRIPPS CO THE A811054402COMMON STOCK16,221$47,690dollars as filed
FRONTIER GROUP HLDGS INC COM35909R108Stock11,464$41,614dollars as filed
Anywhere Real Estate Inc75605Y106Common Stock11,017$39,882dollars as filed
CLAROS MORTGAGE TRUST INC18270D106REIT13,826$39,404dollars as filed
RELAY THERAPEUTICS INC COM75943R102Stock10,914$37,762dollars as filed
TAYSHA GENE THERAPIES INC877619106COMMON STOCK16,051$37,078dollars as filed
AMC ENTMT HLDGS INC00165C302CL A NEW11,127$34,494dollars as filed
Lufax Holding Ltd-Adr54975P201COM12,312$34,350dollars as filed
Trinseo PLCG9059U107Common Stock10,594$33,053dollars as filed
SAVARA INC805111101COM14,097$32,141dollars as filed
OPTIMUM COMMUNICATIONS INC02156K103CL A13,417$28,712dollars as filed
GRANITE PT MTG TR INC38741L107COM STK11,141$27,518dollars as filed
MAXCYTE INC57777K106COM12,382$26,993dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-001013this filing2025-08-01acceptance time not in the bulk data set