May Hill Capital, LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$303.7B
Holdings
205
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (205 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 81,710 | $50.7B | 16.70% | |
| 2 | IWBISHARES TR | 86,155 | $29.3B | 9.63% | |
| 3 | IJHISHARES TR | 169,759 | $10.5B | 3.47% | |
| 4 | IEMGISHARES INC | 139,707 | $8.4B | 2.76% | |
| 5 | AQLTISHARES TR | 96,591 | $8.1B | 2.65% | |
| 6 | IJRISHARES TR | 63,598 | $7.0B | 2.29% | |
| 7 | VOVANGUARD INDEX FDS | 24,702 | $6.9B | 2.28% | |
| 8 | MUBISHARES TR | 64,351 | $6.7B | 2.21% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 60,673 | $6.5B | 2.15% | |
| 10 | DYNFBLACKROCK ETF TRUST | 118,298 | $6.4B | 2.12% | |
| 11 | VBVANGUARD INDEX FDS | 26,762 | $6.3B | 2.09% | |
| 12 | MSFTMICROSOFT CORP | 11,674 | $5.8B | 1.91% | |
| 13 | NVDANVIDIA CORPORATION | 35,545 | $5.6B | 1.85% | |
| 14 | IVWISHARES TR | 50,753 | $5.6B | 1.84% | |
| 15 | IVEISHARES TR | 24,954 | $4.9B | 1.61% | |
| 16 | AAPLAPPLE INC | 23,063 | $4.7B | 1.56% | |
| 17 | METAMETA PLATFORMS INC | 5,285 | $3.9B | 1.28% | |
| 18 | VOOVANGUARD INDEX FDS | 6,858 | $3.9B | 1.28% | |
| 19 | BRTRBLACKROCK ETF TRUST II | 71,541 | $3.6B | 1.19% | |
| 20 | ITOTISHARES TR | 24,264 | $3.3B | 1.08% | |
| 21 | AMZNAMAZON COM INC | 13,887 | $3.0B | 1.00% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 49,354 | $2.8B | 0.93% | |
| 23 | VTEBVANGUARD MUN BD FDS | 56,685 | $2.8B | 0.92% | |
| 24 | AGGISHARES TR | 26,654 | $2.6B | 0.87% | |
| 25 | SCHMSCHWAB STRATEGIC TR | 85,110 | $2.4B | 0.79% | |
| 26 | SUBISHARES TR | 22,325 | $2.4B | 0.78% | |
| 27 | VUGVANGUARD INDEX FDS | 5,121 | $2.2B | 0.74% | |
| 28 | VXFVANGUARD INDEX FDS | 11,486 | $2.2B | 0.73% | |
| 29 | IYWISHARES TR | 12,377 | $2.1B | 0.71% | |
| 30 | NFLXNETFLIX INC | 1,457 | $2.0B | 0.64% | |
| 31 | VWOVANGUARD INTL EQUITY INDEX F | 37,514 | $1.9B | 0.61% | |
| 32 | AVGOBROADCOM INC | 6,730 | $1.9B | 0.61% | |
| 33 | THROBLACKROCK ETF TRUST | 49,485 | $1.8B | 0.58% | |
| 34 | TLHISHARES TR | 17,018 | $1.7B | 0.57% | |
| 35 | SCHFSCHWAB STRATEGIC TR | 77,856 | $1.7B | 0.57% | |
| 36 | SPYSPDR S&P 500 ETF TR | 2,706 | $1.7B | 0.55% | |
| 37 | IWMISHARES TR | 7,640 | $1.6B | 0.54% | |
| 38 | JPMJPMORGAN CHASE & CO. | 5,530 | $1.6B | 0.53% | |
| 39 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,664 | $1.5B | 0.50% | |
| 40 | SPEMSPDR INDEX SHS FDS | 33,733 | $1.4B | 0.47% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,931 | $1.4B | 0.47% | |
| 42 | GOOGLALPHABET INC | 7,818 | $1.4B | 0.45% | |
| 43 | VTVVANGUARD INDEX FDS | 7,601 | $1.3B | 0.44% | |
| 44 | HAEHAEMONETICS CORP MASS | 17,917 | $1.3B | 0.44% | |
| 45 | GOOGALPHABET INC | 7,184 | $1.3B | 0.42% | |
| 46 | SCZISHARES TR | 17,034 | $1.2B | 0.41% | |
| 47 | MBBISHARES TR | 13,160 | $1.2B | 0.41% | |
| 48 | ALXALEXANDERS INC | 4,938 | $1.1B | 0.37% | |
| 49 | SAPSAP SE | 3,622 | $1.1B | 0.36% | |
| 50 | VNOVORNADO RLTY TR | 28,082 | $1.1B | 0.35% | |
| 51 | KEYSKEYSIGHT TECHNOLOGIES INC | 6,185 | $1.0B | 0.33% | |
| 52 | VVISA INC | 2,848 | $1.0B | 0.33% | |
| 53 | HOLXHOLOGIC INC | 15,401 | $1.0B | 0.33% | |
| 54 | TTMITTM TECHNOLOGIES INC | 24,338 | $993.5M | 0.33% | |
| 55 | VGTVANGUARD WORLD FD | 1,492 | $989.6M | 0.33% | |
| 56 | LLYELI LILLY & CO | 1,261 | $983.3M | 0.32% | |
| 57 | BAIBLACKROCK ETF TRUST | 33,416 | $964.1M | 0.32% | |
| 58 | RPGINVESCO EXCHANGE TRADED FD T | 20,801 | $952.1M | 0.31% | |
| 59 | IAGGISHARES TR | 17,680 | $903.3M | 0.30% | |
| 60 | IAU*ISHARES GOLD TR | 14,271 | $889.9M | 0.29% | |
| 61 | COSTCOSTCO WHSL CORP NEW | 884 | $875.2M | 0.29% | |
| 62 | WMTWALMART INC | 8,879 | $868.2M | 0.29% | |
| 63 | GSGOLDMAN SACHS GROUP INC | 1,214 | $859.2M | 0.28% | |
| 64 | PGPROCTER AND GAMBLE CO | 5,253 | $836.9M | 0.28% | |
| 65 | LRCXLAM RESEARCH CORP | 8,570 | $834.2M | 0.27% | |
| 66 | TSLATESLA INC | 2,601 | $826.2M | 0.27% | |
| 67 | SHELSHELL PLC | 11,723 | $825.4M | 0.27% | |
| 68 | NVSNNOVARTIS AG | 6,274 | $759.2M | 0.25% | |
| 69 | MAMASTERCARD INCORPORATED | 1,321 | $742.3M | 0.24% | |
| 70 | HUBSHUBSPOT INC | 1,321 | $735.3M | 0.24% | |
| 71 | VTIVANGUARD INDEX FDS | 2,323 | $706.1M | 0.23% | |
| 72 | HDBHDFC BANK LTD | 9,050 | $693.9M | 0.23% | |
| 73 | HBC2HSBC HLDGS PLC | 11,040 | $671.1M | 0.22% | |
| 74 | ESGVVANGUARD WORLD FD | 6,000 | $657.8M | 0.22% | |
| 75 | ORCLORACLE CORP | 3,002 | $656.3M | 0.22% | |
| 76 | BKNGBOOKING HOLDINGS INC | 113 | $654.2M | 0.22% | |
| 77 | BINCBLACKROCK ETF TRUST II | 12,185 | $643.9M | 0.21% | |
| 78 | AZNASTRAZENECA PLC | 9,193 | $642.4M | 0.21% | |
| 79 | 4I1PHILIP MORRIS INTL INC | 3,505 | $638.4M | 0.21% | |
| 80 | XOMEXXON MOBIL CORP | 5,903 | $636.4M | 0.21% | |
| 81 | ULUNILEVER PLC | 10,375 | $634.6M | 0.21% | |
| 82 | ASMLASML HOLDING N V | 786 | $629.9M | 0.21% | |
| 83 | NVONOVO-NORDISK A S | 8,683 | $599.3M | 0.20% | |
| 84 | NULGNUSHARES ETF TR | 6,326 | $594.3M | 0.20% | |
| 85 | FISVFISERV INC | 3,437 | $592.6M | 0.20% | |
| 86 | SONYSONY GROUP CORP | 21,340 | $555.5M | 0.18% | |
| 87 | ABBVABBVIE INC | 2,973 | $551.9M | 0.18% | |
| 88 | HDHOME DEPOT INC | 1,486 | $544.7M | 0.18% | |
| 89 | BABAALIBABA GROUP HLDG LTD | 4,740 | $537.6M | 0.18% | |
| 90 | PLTRPALANTIR TECHNOLOGIES INC | 3,899 | $531.5M | 0.18% | |
| 91 | GMGENERAL MTRS CO | 10,399 | $511.7M | 0.17% | |
| 92 | IWVISHARES TR | 1,430 | $502.1M | 0.17% | |
| 93 | CSCOCISCO SYS INC | 7,120 | $494.0M | 0.16% | |
| 94 | TRVCCITIGROUP INC | 5,597 | $476.4M | 0.16% | |
| 95 | ABTABBOTT LABS | 3,483 | $473.7M | 0.16% | |
| 96 | RCLROYAL CARIBBEAN GROUP | 1,512 | $473.5M | 0.16% | |
| 97 | FLOTISHARES TR | 9,268 | $472.9M | 0.16% | |
| 98 | GEGE AEROSPACE | 1,835 | $472.3M | 0.16% | |
| 99 | SCHCSCHWAB STRATEGIC TR | 11,083 | $472.0M | 0.16% | |
| 100 | MSIMOTOROLA SOLUTIONS INC | 1,109 | $466.3M | 0.15% |
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