May Hill Capital, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
May Hill Capital, LLC 13F Holdings
CIK 0002056340 · COHASSET, MA
As of Sep 30, 2025, May Hill Capital, LLC reported
190 positions worth $341.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 84,331 | $56.4M | 16.54% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 85,865 | $31.4M | 9.20% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 154,027 |
|
0.1M2.95% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 165,294 | $9.8M | 2.87% |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 54,605 | $9.6M | 2.80% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 141,831 | $9.3M | 2.74% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 72,401 | $8.7M | 2.56% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 38,085 | $7.9M | 2.30% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 68,474 | $7.3M | 2.14% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 61,158 | $7.3M | 2.13% |
| NVIDIA CORP | NVDA | Technology | 38,103 | $7.1M | 2.08% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 22,847 | $6.7M | 1.97% |
| MICROSOFT CORP | MSFT | Technology | 12,894 | $6.7M | 1.96% |
| APPLE INC | AAPL | Technology | 25,830 | $6.6M | 1.93% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 25,375 | $6.5M | 1.89% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 72,106 | $6.3M | 1.84% |
| BLACKROCK ETF TRUST II | — | — | 86,177 | $4.4M | 1.29% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,859 | $4.2M | 1.23% |
| META PLATFORMS INC | META | Communication Services | 5,443 | $4.0M | 1.17% |
| AMAZON.COM INC | AMZN | Equity | 16,233 | $3.6M | 1.04% |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 36,433 | $3.6M | 1.04% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,971 | $3.3M | 0.96% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 21,532 | $3.1M | 0.92% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 49,228 | $2.9M | 0.86% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 26,996 | $2.8M | 0.81% |