May Hill Capital, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$341.2B
Holdings
190
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (190 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 84,331 | $56.4B | 16.54% | |
| 2 | IWBISHARES TR | 85,865 | $31.4B | 9.20% | |
| 3 | IJHISHARES TR | 154,027 | $10.1B | 2.95% | |
| 4 | DYNFBLACKROCK ETF TRUST | 165,294 | $9.8B | 2.87% | |
| 5 | KEYSKEYSIGHT TECHNOLOGIES INC | 54,605 | $9.6B | 2.80% | |
| 6 | IEMGISHARES INC | 141,831 | $9.3B | 2.74% | |
| 7 | IVWISHARES TR | 72,401 | $8.7B | 2.56% | |
| 8 | IVEISHARES TR | 38,085 | $7.9B | 2.30% | |
| 9 | MUBISHARES TR | 68,474 | $7.3B | 2.14% | |
| 10 | IJRISHARES TR | 61,158 | $7.3B | 2.13% | |
| 11 | NVDANVIDIA CORPORATION | 38,103 | $7.1B | 2.08% | |
| 12 | VOVANGUARD INDEX FDS | 22,847 | $6.7B | 1.97% | |
| 13 | MSFTMICROSOFT CORP | 12,894 | $6.7B | 1.96% | |
| 14 | AAPLAPPLE INC | 25,830 | $6.6B | 1.93% | |
| 15 | VBVANGUARD INDEX FDS | 25,375 | $6.5B | 1.89% | |
| 16 | AQLTISHARES TR | 72,106 | $6.3B | 1.84% | |
| 17 | BRTRBLACKROCK ETF TRUST II | 86,177 | $4.4B | 1.29% | |
| 18 | VOOVANGUARD INDEX FDS | 6,859 | $4.2B | 1.23% | |
| 19 | METAMETA PLATFORMS INC | 5,443 | $4.0B | 1.17% | |
| 20 | AMZNAMAZON COM INC | 16,233 | $3.6B | 1.04% | |
| 21 | BSXBOSTON SCIENTIFIC CORP | 36,433 | $3.6B | 1.04% | |
| 22 | VTIVANGUARD INDEX FDS | 9,971 | $3.3B | 0.96% | |
| 23 | ITOTISHARES TR | 21,532 | $3.1B | 0.92% | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 49,228 | $2.9B | 0.86% | |
| 25 | TLHISHARES TR | 26,996 | $2.8B | 0.81% | |
| 26 | THROBLACKROCK ETF TRUST | 69,253 | $2.6B | 0.77% | |
| 27 | VTEBVANGUARD MUN BD FDS | 49,339 | $2.5B | 0.72% | |
| 28 | VUGVANGUARD INDEX FDS | 5,057 | $2.4B | 0.71% | |
| 29 | SCHMSCHWAB STRATEGIC TR | 81,390 | $2.4B | 0.71% | |
| 30 | AVGOBROADCOM INC | 7,184 | $2.4B | 0.69% | |
| 31 | GOOGLALPHABET INC | 8,906 | $2.2B | 0.63% | |
| 32 | SUBISHARES TR | 19,620 | $2.1B | 0.61% | |
| 33 | GOOGALPHABET INC | 8,528 | $2.1B | 0.61% | |
| 34 | IAU*ISHARES GOLD TR | 26,808 | $2.0B | 0.57% | |
| 35 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,888 | $1.9B | 0.56% | |
| 36 | SPYSPDR S&P 500 ETF TR | 2,872 | $1.9B | 0.56% | |
| 37 | IYWISHARES TR | 9,507 | $1.9B | 0.55% | |
| 38 | SCHFSCHWAB STRATEGIC TR | 77,547 | $1.8B | 0.53% | |
| 39 | JPMJPMORGAN CHASE & CO. | 5,688 | $1.8B | 0.53% | |
| 40 | VWOVANGUARD INTL EQUITY INDEX F | 32,974 | $1.8B | 0.52% | |
| 41 | BAIBLACKROCK ETF TRUST | 51,069 | $1.7B | 0.51% | |
| 42 | NFLXNETFLIX INC | 1,442 | $1.7B | 0.51% | |
| 43 | IWMISHARES TR | 7,134 | $1.7B | 0.51% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,953 | $1.5B | 0.44% | |
| 45 | SPEMSPDR INDEX SHS FDS | 31,508 | $1.5B | 0.43% | |
| 46 | VTVVANGUARD INDEX FDS | 7,605 | $1.4B | 0.42% | |
| 47 | MBBISHARES TR | 14,334 | $1.4B | 0.40% | |
| 48 | BABAALIBABA GROUP HLDG LTD | 7,460 | $1.3B | 0.39% | |
| 49 | TSLATESLA INC | 2,957 | $1.3B | 0.39% | |
| 50 | IAGGISHARES TR | 25,277 | $1.3B | 0.38% | |
| 51 | VXFVANGUARD INDEX FDS | 5,584 | $1.2B | 0.34% | |
| 52 | HOLXHOLOGIC INC | 16,997 | $1.1B | 0.34% | |
| 53 | HAEHAEMONETICS CORP MASS | 22,348 | $1.1B | 0.32% | |
| 54 | VNOVORNADO RLTY TR | 26,029 | $1.1B | 0.31% | |
| 55 | LLYELI LILLY & CO | 1,369 | $1.0B | 0.31% | |
| 56 | TTMITTM TECHNOLOGIES INC | 17,809 | $1.0B | 0.30% | |
| 57 | LRCXLAM RESEARCH CORP | 7,552 | $1.0B | 0.30% | |
| 58 | WMTWALMART INC | 9,538 | $983.0M | 0.29% | |
| 59 | VVISA INC | 2,827 | $965.1M | 0.28% | |
| 60 | NVSNNOVARTIS AG | 7,505 | $962.4M | 0.28% | |
| 61 | COSTCOSTCO WHSL CORP NEW | 1,027 | $950.7M | 0.28% | |
| 62 | GSGOLDMAN SACHS GROUP INC | 1,193 | $950.0M | 0.28% | |
| 63 | SHELSHELL PLC | 13,089 | $936.3M | 0.27% | |
| 64 | SAPSAP SE | 3,403 | $909.3M | 0.27% | |
| 65 | ASMLASML HOLDING N V | 926 | $896.5M | 0.26% | |
| 66 | MAMASTERCARD INCORPORATED | 1,554 | $883.9M | 0.26% | |
| 67 | SCZISHARES TR | 11,462 | $879.4M | 0.26% | |
| 68 | ORCLORACLE CORP | 3,041 | $855.3M | 0.25% | |
| 69 | HIMUBLACKROCK ETF TRUST II | 16,569 | $815.0M | 0.24% | |
| 70 | HBC2HSBC HLDGS PLC | 11,377 | $807.5M | 0.24% | |
| 71 | BINCBLACKROCK ETF TRUST II | 14,987 | $797.9M | 0.23% | |
| 72 | SHLDGLOBAL X FDS | 11,239 | $789.4M | 0.23% | |
| 73 | AZNASTRAZENECA PLC | 9,827 | $753.9M | 0.22% | |
| 74 | ABBVABBVIE INC | 3,190 | $738.7M | 0.22% | |
| 75 | AGGISHARES TR | 7,364 | $738.3M | 0.22% | |
| 76 | HDBHDFC BANK LTD | 19,993 | $683.0M | 0.20% | |
| 77 | ULUNILEVER PLC | 11,403 | $676.0M | 0.20% | |
| 78 | XOMEXXON MOBIL CORP | 5,971 | $673.3M | 0.20% | |
| 79 | HDHOME DEPOT INC | 1,618 | $655.5M | 0.19% | |
| 80 | SONYSONY GROUP CORP | 22,582 | $650.1M | 0.19% | |
| 81 | GMGENERAL MTRS CO | 10,429 | $635.9M | 0.19% | |
| 82 | BKNGBOOKING HOLDINGS INC | 115 | $620.9M | 0.18% | |
| 83 | JNJJOHNSON & JOHNSON | 3,336 | $618.6M | 0.18% | |
| 84 | LOWLOWES COS INC | 2,460 | $618.2M | 0.18% | |
| 85 | PLTRPALANTIR TECHNOLOGIES INC | 3,357 | $612.4M | 0.18% | |
| 86 | HUBSHUBSPOT INC | 1,296 | $606.3M | 0.18% | |
| 87 | BACBANK AMERICA CORP | 11,443 | $590.4M | 0.17% | |
| 88 | GEGE AEROSPACE | 1,935 | $582.1M | 0.17% | |
| 89 | 4I1PHILIP MORRIS INTL INC | 3,587 | $581.8M | 0.17% | |
| 90 | PDDPDD HOLDINGS INC | 4,357 | $575.9M | 0.17% | |
| 91 | TRVCCITIGROUP INC | 5,649 | $573.4M | 0.17% | |
| 92 | IWVISHARES TR | 1,431 | $542.3M | 0.16% | |
| 93 | DWDMORGAN STANLEY | 3,391 | $539.1M | 0.16% | |
| 94 | VGTVANGUARD WORLD FD | 720 | $537.2M | 0.16% | |
| 95 | BMTABRITISH AMERN TOB PLC | 10,114 | $536.9M | 0.16% | |
| 96 | ESGVVANGUARD WORLD FD | 4,527 | $536.2M | 0.16% | |
| 97 | MSIMOTOROLA SOLUTIONS INC | 1,156 | $528.7M | 0.15% | |
| 98 | ALXALEXANDERS INC | 2,250 | $527.6M | 0.15% | |
| 99 | NULGNUSHARES ETF TR | 5,236 | $520.7M | 0.15% | |
| 100 | CSCOCISCO SYS INC | 7,444 | $509.3M | 0.15% |
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