May Hill Capital, LLC

Est. AUM

$398.2M

13F long equity, this entity only

Positions

223

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$59.3M	90829	14.90%	SOLE
2	ISHARES TR	RUS 1000 ETF	$29.8M	83571	7.48%	SOLE
3	KEYSIGHT TECHNOLOGIES INC	COM	$15.4M	54705	3.88%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$12.3M	176307	3.09%	SOLE
5	ISHARES TR	S&P 500 VAL ETF	$11.4M	53757	2.85%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$11.3M	167822	2.85%	SOLE
7	ISHARES TR	S&P 500 GRWT ETF	$11.0M	97619	2.77%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$9.9M	109448	2.49%	SOLE
9	BLACKROCK ETF TRUST	ISHARES US EQUIT	$9.8M	167690	2.45%	SOLE
10	ISHARES TR	NATIONAL MUN ETF	$9.3M	87318	2.33%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$8.9M	71758	2.24%	SOLE
12	NVIDIA CORPORATION	COM	$7.5M	43029	1.88%	SOLE
13	APPLE INC	COM	$7.5M	29361	1.87%	SOLE
14	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$6.8M	135066	1.70%	SOLE
15	VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	22006	1.45%	SOLE
16	VANGUARD INDEX FDS	MID CAP ETF	$5.4M	18666	1.35%	SOLE
17	MICROSOFT CORP	COM	$5.2M	14096	1.31%	SOLE
18	GLOBAL X FDS	DEFENSE TECH ETF	$3.9M	55132	0.98%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12161	0.98%	SOLE
20	AMAZON COM INC	COM	$3.9M	18622	0.97%	SOLE
21	BLACKROCK ETF TRUST	ISHARES US THEMA	$3.5M	96508	0.88%	SOLE
22	ISHARES TR	LONG TERM MUNI	$3.4M	69026	0.87%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	5270	0.79%	SOLE
24	META PLATFORMS INC	CL A	$3.1M	5456	0.78%	SOLE
25	ISHARES TR	CORE S&P TTL STK	$3.0M	21189	0.76%	SOLE
26	ALPHABET INC	CAP STK CL A	$2.9M	9931	0.72%	SOLE
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.8M	43206	0.70%	SOLE
28	ALPHABET INC	CAP STK CL C	$2.7M	9446	0.68%	SOLE
29	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.5M	50038	0.63%	SOLE
30	ISHARES TR	U.S. TECH ETF	$2.5M	13718	0.63%	SOLE
31	BROADCOM INC	COM	$2.5M	7990	0.62%	SOLE
32	BLACKROCK ETF TRUST	ISHARES A I INNO	$2.4M	73995	0.61%	SOLE
33	ISHARES TR	10-20 YR TRS ETF	$2.4M	23648	0.60%	SOLE
34	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.3M	6867	0.58%	SOLE
35	BOSTON SCIENTIFIC CORP	COM	$2.3M	36659	0.58%	SOLE
36	VANGUARD INDEX FDS	GROWTH ETF	$2.2M	5055	0.55%	SOLE
37	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.2M	70320	0.55%	SOLE
38	ISHARES TR	MBS ETF	$2.1M	22251	0.53%	SOLE
39	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.1M	10255	0.53%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4382	0.53%	SOLE
41	JPMORGAN CHASE & CO	COM	$2.1M	7093	0.52%	SOLE
42	BOEING CO	COM	$2.1M	10360	0.52%	SOLE
43	ISHARES TR	CORE INTL AGGR	$2.0M	39638	0.50%	SOLE
44	ISHARES TR	SHRT NAT MUN ETF	$2.0M	18435	0.49%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2936	0.48%	SOLE
46	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.8M	73602	0.46%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	30611	0.42%	SOLE
48	ISHARES TR	RUSSELL 2000 ETF	$1.6M	6298	0.39%	SOLE
49	ASML HLDG NV	N Y REGISTRY SHS	$1.5M	1134	0.38%	SOLE
50	SHELL PLC	SPON ADS	$1.5M	16089	0.38%	SOLE

1–50 of 223

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.