May Hill Capital, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$265.1B
Holdings
184
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (184 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 87,870 | $49.4B | 18.63% | |
| 2 | IWBISHARES TR | 86,044 | $26.4B | 9.96% | |
| 3 | IJHISHARES TR | 190,954 | $11.1B | 4.20% | |
| 4 | IEMGISHARES INC | 145,857 | $7.9B | 2.97% | |
| 5 | MUBISHARES TR | 69,467 | $7.3B | 2.76% | |
| 6 | IJRISHARES TR | 64,364 | $6.7B | 2.54% | |
| 7 | VOVANGUARD INDEX FDS | 25,552 | $6.6B | 2.49% | |
| 8 | AQLTISHARES TR | 82,271 | $6.2B | 2.35% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 60,621 | $6.1B | 2.31% | |
| 10 | VBVANGUARD INDEX FDS | 27,283 | $6.0B | 2.28% | |
| 11 | AGGISHARES TR | 52,337 | $5.2B | 1.95% | |
| 12 | ITOTISHARES TR | 37,043 | $4.5B | 1.70% | |
| 13 | AAPLAPPLE INC | 20,312 | $4.5B | 1.70% | |
| 14 | MSFTMICROSOFT CORP | 9,761 | $3.7B | 1.38% | |
| 15 | VOOVANGUARD INDEX FDS | 6,861 | $3.5B | 1.33% | |
| 16 | NVDANVIDIA CORPORATION | 31,524 | $3.4B | 1.29% | |
| 17 | VTEBVANGUARD MUN BD FDS | 64,349 | $3.2B | 1.20% | |
| 18 | SUBISHARES TR | 29,450 | $3.1B | 1.17% | |
| 19 | SCHMSCHWAB STRATEGIC TR | 117,467 | $3.1B | 1.16% | |
| 20 | METAMETA PLATFORMS INC | 4,952 | $2.9B | 1.08% | |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 49,695 | $2.5B | 0.95% | |
| 22 | AMZNAMAZON COM INC | 11,488 | $2.2B | 0.82% | |
| 23 | VXFVANGUARD INDEX FDS | 12,206 | $2.1B | 0.79% | |
| 24 | VWOVANGUARD INTL EQUITY INDEX F | 45,288 | $2.0B | 0.77% | |
| 25 | VUGVANGUARD INDEX FDS | 5,304 | $2.0B | 0.74% | |
| 26 | IVWISHARES TR | 20,881 | $1.9B | 0.73% | |
| 27 | IWMISHARES TR | 8,467 | $1.7B | 0.64% | |
| 28 | SCHFSCHWAB STRATEGIC TR | 79,249 | $1.6B | 0.59% | |
| 29 | DYNFBLACKROCK ETF TRUST | 31,700 | $1.5B | 0.58% | |
| 30 | SPYSPDR S&P 500 ETF TR | 2,712 | $1.5B | 0.57% | |
| 31 | IVEISHARES TR | 7,935 | $1.5B | 0.57% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,764 | $1.5B | 0.56% | |
| 33 | SCZISHARES TR | 23,157 | $1.5B | 0.55% | |
| 34 | SPYMSPDR SER TR | 22,357 | $1.5B | 0.55% | |
| 35 | SPEMSPDR INDEX SHS FDS | 33,620 | $1.3B | 0.50% | |
| 36 | NFLXNETFLIX INC | 1,405 | $1.3B | 0.49% | |
| 37 | LLYELI LILLY & CO | 1,582 | $1.3B | 0.49% | |
| 38 | VTVVANGUARD INDEX FDS | 7,434 | $1.3B | 0.48% | |
| 39 | BNDVANGUARD BD INDEX FDS | 17,380 | $1.3B | 0.48% | |
| 40 | JPMJPMORGAN CHASE & CO. | 5,160 | $1.3B | 0.48% | |
| 41 | HAEHAEMONETICS CORP MASS | 17,940 | $1.1B | 0.43% | |
| 42 | GOOGLALPHABET INC | 7,256 | $1.1B | 0.42% | |
| 43 | ALXALEXANDERS INC | 5,232 | $1.1B | 0.41% | |
| 44 | VNOVORNADO RLTY TR | 28,717 | $1.1B | 0.40% | |
| 45 | AVGOBROADCOM INC | 6,151 | $1.0B | 0.39% | |
| 46 | BRTRBLACKROCK ETF TRUST II | 20,233 | $1.0B | 0.38% | |
| 47 | BABAALIBABA GROUP HLDG LTD | 7,395 | $977.8M | 0.37% | |
| 48 | HOLXHOLOGIC INC | 15,370 | $949.4M | 0.36% | |
| 49 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,704 | $946.9M | 0.36% | |
| 50 | VVISA INC | 2,691 | $943.1M | 0.36% | |
| 51 | KEYSKEYSIGHT TECHNOLOGIES INC | 6,152 | $921.4M | 0.35% | |
| 52 | FLOTISHARES TR | 17,909 | $914.3M | 0.34% | |
| 53 | GOOGALPHABET INC | 5,614 | $877.1M | 0.33% | |
| 54 | HUBSHUBSPOT INC | 1,455 | $831.2M | 0.31% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 847 | $801.1M | 0.30% | |
| 56 | RPGINVESCO EXCHANGE TRADED FD T | 20,801 | $795.6M | 0.30% | |
| 57 | XOMEXXON MOBIL CORP | 6,638 | $789.5M | 0.30% | |
| 58 | FISVFISERV INC | 3,527 | $778.9M | 0.29% | |
| 59 | IXUSISHARES TR | 10,908 | $761.5M | 0.29% | |
| 60 | ABBVABBVIE INC | 3,606 | $755.5M | 0.29% | |
| 61 | SHELSHELL PLC | 10,017 | $734.0M | 0.28% | |
| 62 | WMTWALMART INC | 8,358 | $733.8M | 0.28% | |
| 63 | HYGISHARES TR | 8,699 | $686.3M | 0.26% | |
| 64 | HBC2HSBC HLDGS PLC | 11,270 | $647.2M | 0.24% | |
| 65 | AZNASTRAZENECA PLC | 8,546 | $628.1M | 0.24% | |
| 66 | ADBEADOBE INC | 1,608 | $616.7M | 0.23% | |
| 67 | GSGOLDMAN SACHS GROUP INC | 1,123 | $613.5M | 0.23% | |
| 68 | VTIVANGUARD INDEX FDS | 2,228 | $612.4M | 0.23% | |
| 69 | NVONOVO-NORDISK A S | 8,753 | $607.8M | 0.23% | |
| 70 | ESGVVANGUARD WORLD FD | 6,000 | $587.7M | 0.22% | |
| 71 | LRCXLAM RESEARCH CORP | 8,050 | $585.2M | 0.22% | |
| 72 | ASMLASML HOLDING N V | 877 | $581.1M | 0.22% | |
| 73 | SAPSAP SE | 2,162 | $580.4M | 0.22% | |
| 74 | HDHOME DEPOT INC | 1,569 | $574.9M | 0.22% | |
| 75 | BABOEING CO | 3,307 | $564.0M | 0.21% | |
| 76 | MAMASTERCARD INCORPORATED | 986 | $540.5M | 0.20% | |
| 77 | 4I1PHILIP MORRIS INTL INC | 3,357 | $532.9M | 0.20% | |
| 78 | TSLATESLA INC | 2,047 | $530.5M | 0.20% | |
| 79 | SONYSONY GROUP CORP | 20,156 | $511.8M | 0.19% | |
| 80 | TTMITTM TECHNOLOGIES INC | 24,773 | $508.1M | 0.19% | |
| 81 | PDDPDD HOLDINGS INC | 4,279 | $506.4M | 0.19% | |
| 82 | NULGNUSHARES ETF TR | 6,326 | $495.2M | 0.19% | |
| 83 | IYWISHARES TR | 3,373 | $473.6M | 0.18% | |
| 84 | MSIMOTOROLA SOLUTIONS INC | 1,074 | $470.2M | 0.18% | |
| 85 | BKNGBOOKING HOLDINGS INC | 102 | $469.9M | 0.18% | |
| 86 | NVSNNOVARTIS AG | 4,190 | $467.1M | 0.18% | |
| 87 | IWVISHARES TR | 1,430 | $454.2M | 0.17% | |
| 88 | MRKMERCK & CO INC | 5,058 | $454.0M | 0.17% | |
| 89 | BUDANHEUSER BUSCH INBEV SA/NV | 7,374 | $453.9M | 0.17% | |
| 90 | GMGENERAL MTRS CO | 9,646 | $453.7M | 0.17% | |
| 91 | ORCLORACLE CORP | 3,223 | $450.7M | 0.17% | |
| 92 | MCDMCDONALDS CORP | 1,431 | $447.0M | 0.17% | |
| 93 | ULUNILEVER PLC | 7,392 | $440.2M | 0.17% | |
| 94 | UEURBAN EDGE PPTYS | 22,322 | $424.1M | 0.16% | |
| 95 | ABTABBOTT LABS | 3,186 | $422.6M | 0.16% | |
| 96 | TMTOYOTA MOTOR CORP | 2,371 | $418.6M | 0.16% | |
| 97 | SPSBSPDR SER TR | 13,879 | $417.8M | 0.16% | |
| 98 | AMGNAMGEN INC | 1,317 | $410.4M | 0.15% | |
| 99 | UNHUNITEDHEALTH GROUP INC | 774 | $405.4M | 0.15% | |
| 100 | JNJJOHNSON & JOHNSON | 2,436 | $404.0M | 0.15% |
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