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13F-HR filed by May Hill Capital, LLC

May Hill Capital, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-07, with 190 holding rows worth $341,226,197.

Accession
0001951757-25-001346
Filed
2025-11-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 190 entries on the cover page, a total value of $341,226,197 stated on the cover page (in dollars after the unit check, H1), rows summing to $341,226,197 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 ETF464287200SHS84,331$56,442,519dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF85,865$31,381,995dollars as filed
IJH464287507COM154,027$10,051,791dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT165,294$9,785,398dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock54,605$9,551,531dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS141,831$9,349,530dollars as filed
iShares S&P 500 Growth ETF464287309SHS72,401$8,740,231dollars as filed
iShares S&P 500 Value ETF464287408SHS38,085$7,864,956dollars as filed
ISHARES TR464288414NATIONAL MUN ETF68,474$7,291,783dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS61,158$7,267,379dollars as filed
NVIDIA Corp67066G104COM38,103$7,109,334dollars as filed
Vanguard Mid-Cap ETF922908629SHS22,847$6,711,086dollars as filed
Microsoft Corp594918104COM12,894$6,678,458dollars as filed
Apple Inc037833100COM25,830$6,577,173dollars as filed
Vanguard Small-Cap ETF922908751SHS25,375$6,452,248dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS72,106$6,295,546dollars as filed
BLACKROCK ETF TRUST II092528876CMN86,177$4,394,072dollars as filed
Vanguard S&P 500 ETF922908363COM6,859$4,200,499dollars as filed
META PLATFORMS INC CL A30303M102COM5,443$3,997,278dollars as filed
Amazon.com, Inc023135106COM16,233$3,564,315dollars as filed
Boston Scientific Corporation101137107COM36,433$3,556,954dollars as filed
VTI922908769COM9,971$3,272,205dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS21,532$3,136,113dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS49,228$2,949,715dollars as filed
ISHARES TR46428865310-20 YR TRS ETF26,996$2,780,308dollars as filed
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF69,253$2,621,920dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF49,339$2,470,405dollars as filed
Vanguard Growth922908736COM5,057$2,425,447dollars as filed
Schwab US Mid-Cap ETF808524508SHS81,390$2,412,410dollars as filed
Broadcom Inc.11135F101COM7,184$2,370,073dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,906$2,165,156dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF19,620$2,095,002dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,528$2,076,994dollars as filed
iShares Gold Trust464285204COM26,808$1,950,798dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS6,888$1,923,754dollars as filed
SPY78462F103SHS2,872$1,913,317dollars as filed
iShares U.S. Technology ETF464287721SHS9,507$1,861,994dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF77,547$1,805,284dollars as filed
JPMorgan Chase & Co46625H100COM5,688$1,794,100dollars as filed
VWO922042858SHS32,974$1,786,518dollars as filed
BLACKROCK ETF TRUST09290C780ISHA I IN TE ETF51,069$1,744,526dollars as filed
Netflix, Inc64110L106COM1,442$1,728,843dollars as filed
iShares Russell 2000 ETF464287655SHS7,134$1,726,150dollars as filed
Berkshire Hathaway Inc084670702COM2,953$1,484,591dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS31,508$1,474,895dollars as filed
Vanguard Value ETF922908744SHS7,605$1,418,206dollars as filed
iShares MBS ETF464288588SHS14,334$1,363,915dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS7,460$1,333,326dollars as filed
Tesla Motors, Inc88160R101COM2,957$1,315,037dollars as filed
ISHARES TR46435G672CORE INTL AGGR25,277$1,294,923dollars as filed
Vanguard Extended Market ETF922908652SHS5,584$1,168,856dollars as filed
HOLOGIC INC436440101COM16,997$1,147,128dollars as filed
HAEMONETICS CORP MASS COM405024100Stock22,348$1,089,242dollars as filed
VORNADO RLTY TR929042109SH BEN INT26,029$1,054,955dollars as filed
Eli Lilly and Company532457108COM1,369$1,044,901dollars as filed
TTM TECHNOLOGIES INC87305R109COM17,809$1,025,798dollars as filed
Lam Research Corporation512807306COM7,552$1,011,213dollars as filed
Walmart Inc.931142103COM9,538$983,013dollars as filed
Visa Inc92826C839COM2,827$965,098dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR7,505$962,441dollars as filed
Costco Wholesale Corporation22160K105COM1,027$950,685dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,193$950,046dollars as filed
SHELL PLC SPON ADS780259305ADR13,089$936,256dollars as filed
SAP SE SPON ADR803054204ADR3,403$909,316dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK926$896,468dollars as filed
MasterCard, Inc57636Q104COM1,554$883,943dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF11,462$879,376dollars as filed
Oracle Corporation68389X105COM3,041$855,266dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE16,569$815,034dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR11,377$807,539dollars as filed
BlackRock Flexible Income ETF092528603SHS14,987$797,892dollars as filed
GLOBAL X FDS37960A529DEFENSE TECH ETF11,239$789,437dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR9,827$753,927dollars as filed
AbbVie,Inc.00287Y109COM3,190$738,674dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,364$738,290dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR19,993$682,961dollars as filed
UNILEVER PLC904767704SPON ADR NEW11,403$675,970dollars as filed
EXXON MOBIL CORP30231G102COM5,971$673,271dollars as filed
Home Depot, Inc437076102COM1,618$655,501dollars as filed
SONY GROUP CORP SPONSORED ADR835699307ADR22,582$650,136dollars as filed
GENERAL MTRS CO COM37045V100Stock10,429$635,856dollars as filed
Booking Holdings Inc.09857L108COM115$620,916dollars as filed
Johnson & Johnson478160104COM3,336$618,566dollars as filed
Lowes Companies,Inc.548661107COM2,460$618,223dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,357$612,396dollars as filed
HUBSPOTINC443573100STOK1,296$606,269dollars as filed
Bank of America Corp060505104COM11,443$590,353dollars as filed
General Electric Company369604301COM1,935$582,087dollars as filed
Philip Morris International Inc.718172109COM3,587$581,811dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR4,357$575,865dollars as filed
Citigroup Inc.172967424COM5,649$573,374dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,431$542,272dollars as filed
Morgan Stanley617446448COM3,391$539,083dollars as filed
VGT92204A702SHS720$537,200dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR10,114$536,851dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS4,527$536,178dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,156$528,667dollars as filed
ALEXANDERS INC COM014752109REIT2,250$527,602dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF5,236$520,670dollars as filed
Cisco Systems,Inc.17275R102COM7,444$509,335dollars as filed
UnitedHealth Group Inc91324P102COM1,463$505,174dollars as filed
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT10,400$496,294dollars as filed
Raytheon Technologies Corporation75513E101COM2,921$488,771dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,486$480,840dollars as filed
BELDEN INC COM077454106Stock3,931$472,781dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock2,781$468,765dollars as filed
NOVO-NORDISK A S ADR670100205ADR8,404$466,319dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF10,209$464,607dollars as filed
Abbott Laboratories002824100COM3,341$447,512dollars as filed
URBAN EDGE PPTYS91704F104COM21,806$446,369dollars as filed
FISERV INC337738108COM3,438$443,261dollars as filed
Merck & Co.,Inc.58933Y105COM5,012$420,639dollars as filed
EMERSON ELEC CO COM291011104Stock3,168$415,578dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR2,705$411,133dollars as filed
GROUP 1 AUTOMOTIVE INC COM398905109Stock933$408,197dollars as filed
Caterpillar Inc.149123101COM850$405,578dollars as filed
American Express Company025816109COM1,217$404,239dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR2,079$397,276dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR86,329$391,934dollars as filed
Eaton Corp. PlcG29183103COM1,035$387,177dollars as filed
ISHARES TR46432F834COM4,598$379,724dollars as filed
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS606822104ADR23,655$377,061dollars as filed
BlackRock,Inc.09290D101COM323$376,576dollars as filed
Duke Energy Corporation26441C204COM3,022$373,952dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR6,679$372,354dollars as filed
Coca-Cola Company191216100COM5,565$369,071dollars as filed
Procter & Gamble Co742718109COM2,386$366,645dollars as filed
International Business Machines Corporation459200101COM1,289$363,597dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,414$358,745dollars as filed
Linde plcG54950103COM740$351,500dollars as filed
GE Vernova Inc.36828A101COM560$344,344dollars as filed
GSK PLC SPONSORED ADR37733W204ADR7,924$342,000dollars as filed
Chubb LimitedH1467J104COM1,191$336,160dollars as filed
WPP PLC NEW ADR92937A102ADR13,281$332,689dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,550$329,598dollars as filed
PepsiCo,Inc.713448108COM2,346$329,494dollars as filed
McDonalds Corporation580135101COM1,076$326,986dollars as filed
JBG SMITH PPTYS COM46590V100REIT14,498$322,581dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock526$320,512dollars as filed
S&P Global,Inc.78409V104COM652$317,371dollars as filed
ICICI BANK LIMITED ADR45104G104ADR10,342$312,639dollars as filed
Southern Company842587107COM3,296$312,398dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS5,133$306,389dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR4,596$303,382dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS2,117$301,803dollars as filed
ConocoPhillips20825C104COM3,126$295,657dollars as filed
LATAM AIRLINES GROUP SA SPONSORED ADR51817R205ADR6,505$294,351dollars as filed
TJX Companies Inc872540109COM2,002$289,369dollars as filed
SEA LTD81141R100SPONSORD ADS1,560$278,819dollars as filed
LEGG MASON ETF INVT524682200CMN3,314$276,273dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock522$273,090dollars as filed
NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS636274409STOK3,740$271,786dollars as filed
Wells Fargo & Company949746101COM3,235$271,158dollars as filed
Salesforce.com, Inc79466L302COM1,144$271,128dollars as filed
Cigna Corporation125523100COM934$269,226dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,334$261,771dollars as filed
BANCO SANTANDER SA ADR05964H105ADR24,713$258,992dollars as filed
AUTOZONE INC COM053332102Stock60$257,414dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,280$256,453dollars as filed
Amgen Inc.031162100COM906$255,780dollars as filed
WELLTOWER INC COM95040Q104REIT1,431$254,918dollars as filed
iShares Floating Rate Bond ETF46429B655SHS4,916$251,121dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM640$250,650dollars as filed
METLIFE INC COM59156R108Stock3,033$249,828dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock3,152$247,558dollars as filed
Intuit Inc.461202103COM359$245,165dollars as filed
Gilead Sciences,Inc.375558103COM2,198$243,978dollars as filed
VANECK ETF TRUST92189F676COM733$239,222dollars as filed
BP PLC SPONSORED ADR055622104ADR6,824$235,155dollars as filed
Pfizer Inc.717081103COM9,211$234,685dollars as filed
ARROW ELECTRS INC042735100COM1,906$230,626dollars as filed
Uber Technologies90353T100COM2,330$228,270dollars as filed
INVESCO QQQ TR46090E103COM380$227,990dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock539$227,436dollars as filed
Advanced Micro Devices,Inc.007903107COM1,354$219,064dollars as filed
Qualcomm Incorporated747525103COM1,298$215,935dollars as filed
EQUINOR ASA SPONSORED ADR29446M102ADR8,841$215,544dollars as filed
Invesco S&P International Dev Momt ETF46138E222SHS3,946$213,072dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS2,777$212,302dollars as filed
PALO ALTO NETWORKS INC697435105COM1,032$210,136dollars as filed
Intercontinental Exchange,Inc.45866F104COM1,206$203,187dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS1,608$202,464dollars as filed
Deere & Company244199105COM441$201,652dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR14,251$180,418dollars as filed
VALE S A91912E105SPONSORED ADS12,799$138,997dollars as filed
TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10294821608ADR12,973$107,287dollars as filed
HALEON PLC SPON ADS405552100ADR10,431$93,566dollars as filed
UNITED MICROELECTRONICS CORP SPON ADR NEW910873405ADR12,069$91,483dollars as filed
MEDICUS PHARMA LTD58471K202COM17,811$41,232dollars as filed
MARAVAI LIFESCIENCES HLDGS A56600D107COMMON STOCK12,462$35,766dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-001346this filing2025-11-07acceptance time not in the bulk data set