May Hill Capital, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$341.2M

Holdings

190

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (190 positions)

StockValue
IVVISHARES TR
$56.4M
IWBISHARES TR
$31.4M
IJHISHARES TR
$10.1M
DYNFBLACKROCK ETF TRUST
$9.8M
KEYSKEYSIGHT TECHNOLOGIES INC
$9.6M
IEMGISHARES INC
$9.3M
IVWISHARES TR
$8.7M
IVEISHARES TR
$7.9M
MUBISHARES TR
$7.3M
IJRISHARES TR
$7.3M
NVDANVIDIA CORPORATION
$7.1M
VOVANGUARD INDEX FDS
$6.7M
MSFTMICROSOFT CORP
$6.7M
AAPLAPPLE INC
$6.6M
VBVANGUARD INDEX FDS
$6.5M
AQLTISHARES TR
$6.3M
BRTRBLACKROCK ETF TRUST II
$4.4M
VOOVANGUARD INDEX FDS
$4.2M
METAMETA PLATFORMS INC
$4.0M
AMZNAMAZON COM INC
$3.6M
BSXBOSTON SCIENTIFIC CORP
$3.6M
VTIVANGUARD INDEX FDS
$3.3M
ITOTISHARES TR
$3.1M
VEAVANGUARD TAX-MANAGED FDS
$2.9M
TLHISHARES TR
$2.8M
THROBLACKROCK ETF TRUST
$2.6M
VTEBVANGUARD MUN BD FDS
$2.5M
VUGVANGUARD INDEX FDS
$2.4M
SCHMSCHWAB STRATEGIC TR
$2.4M
AVGOBROADCOM INC
$2.4M
GOOGLALPHABET INC
$2.2M
SUBISHARES TR
$2.1M
GOOGALPHABET INC
$2.1M
IAU*ISHARES GOLD TR
$2.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.9M
SPYSPDR S&P 500 ETF TR
$1.9M
IYWISHARES TR
$1.9M
SCHFSCHWAB STRATEGIC TR
$1.8M
JPMJPMORGAN CHASE & CO.
$1.8M
VWOVANGUARD INTL EQUITY INDEX F
$1.8M
BAIBLACKROCK ETF TRUST
$1.7M
NFLXNETFLIX INC
$1.7M
IWMISHARES TR
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.5M
SPEMSPDR INDEX SHS FDS
$1.5M
VTVVANGUARD INDEX FDS
$1.4M
MBBISHARES TR
$1.4M
BABAALIBABA GROUP HLDG LTD
$1.3M
TSLATESLA INC
$1.3M
IAGGISHARES TR
$1.3M
VXFVANGUARD INDEX FDS
$1.2M
HOLXHOLOGIC INC
$1.1M
HAEHAEMONETICS CORP MASS
$1.1M
VNOVORNADO RLTY TR
$1.1M
LLYELI LILLY & CO
$1.0M
TTMITTM TECHNOLOGIES INC
$1.0M
LRCXLAM RESEARCH CORP
$1.0M
WMTWALMART INC
$983K
VVISA INC
$965K
NVSNNOVARTIS AG
$962K
COSTCOSTCO WHSL CORP NEW
$951K
GSGOLDMAN SACHS GROUP INC
$950K
SHELSHELL PLC
$936K
SAPSAP SE
$909K
ASMLASML HOLDING N V
$896K
MAMASTERCARD INCORPORATED
$884K
SCZISHARES TR
$879K
ORCLORACLE CORP
$855K
HIMUBLACKROCK ETF TRUST II
$815K
HBC2HSBC HLDGS PLC
$808K
BINCBLACKROCK ETF TRUST II
$798K
SHLDGLOBAL X FDS
$789K
AZNASTRAZENECA PLC
$754K
ABBVABBVIE INC
$739K
AGGISHARES TR
$738K
HDBHDFC BANK LTD
$683K
ULUNILEVER PLC
$676K
XOMEXXON MOBIL CORP
$673K
HDHOME DEPOT INC
$656K
SONYSONY GROUP CORP
$650K
GMGENERAL MTRS CO
$636K
BKNGBOOKING HOLDINGS INC
$621K
JNJJOHNSON & JOHNSON
$619K
LOWLOWES COS INC
$618K
PLTRPALANTIR TECHNOLOGIES INC
$612K
HUBSHUBSPOT INC
$606K
BACBANK AMERICA CORP
$590K
GEGE AEROSPACE
$582K
4I1PHILIP MORRIS INTL INC
$582K
PDDPDD HOLDINGS INC
$576K
TRVCCITIGROUP INC
$573K
IWVISHARES TR
$542K
DWDMORGAN STANLEY
$539K
VGTVANGUARD WORLD FD
$537K
BMTABRITISH AMERN TOB PLC
$537K
ESGVVANGUARD WORLD FD
$536K
MSIMOTOROLA SOLUTIONS INC
$529K
ALXALEXANDERS INC
$528K
NULGNUSHARES ETF TR
$521K
CSCOCISCO SYS INC
$509K
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