Fund HoldingsMay Hill Capital, LLC

Total Portfolio Value
$398.24M
Total Bought
$51.23M
Total Sold
$17.97M
Net Transaction
+$33.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR
CORE MSCI EAFE
0109,448+109,44809,9082.49%+9,908
KEYSIGHT TECHNOLOGIES INC(KEYS)54,59954,705+10611,09415,4473.88%+4,353
ISHARES TR
LONG TERM MUNI
069,026+69,02603,4460.87%+3,446
GLOBAL X FDS
DEFENSE TECH ETF
23,99955,132+31,1331,5553,9060.98%+2,351
BOEING CO(BA)010,360+10,36002,0620.52%+2,062
ISHARES TR70,56187,318+16,7577,5589,2692.33%+1,711
ISHARES TR
US TREAS BD ETF
059,496+59,49601,3630.34%+1,363
BLACKROCK ETF TRUST II110,965135,066+24,1015,6346,7791.70%+1,145
ISHARES INC
CORE MSCI EMKT
170,379176,307+5,92811,45312,2973.09%+845
DIMENSIONAL ETF TRUST
WORLD EX US CORE
024,079+24,07908180.21%+818
ISHARES TR83,67397,619+13,94610,31411,0422.77%+728
ISHARES TR68,52571,758+3,2338,2358,9202.24%+685
ISHARES TR85,65990,829+5,17058,67159,33114.90%+660
ISHARES TR013,718+13,71802,4890.62%+2,489
ISHARES TR163,657167,822+4,16510,80111,3332.85%+532
JOHNSON & JOHNSON(JNJ)3,5545,145+1,5917361,2580.32%+522
EXXON MOBIL CORP6,4837,592+1,1097801,2880.32%+508
BERKSHIRE HATHAWAY INC DEL3,1694,382+1,2131,5932,1000.53%+507
CUMMINS INC(CMI)0930+93005000.13%+500
DIMENSIONAL ETF TRUST
US CORE EQT MKT
010,771+10,77104860.12%+486
SHELL PLC(SHEL)13,79016,089+2,2991,0131,4960.38%+483
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
012,408+12,40804820.12%+482
EQUINOR ASA(EQNR)010,676+10,67604510.11%+451
CORNING INC(GLW)02,954+2,95404020.10%+402
CSX CORP(CSX)09,438+9,43803870.10%+387
AMERICAN CENTY ETF TR04,802+4,80203870.10%+387
ASML HLDG NV
N Y REGISTRY SHS
1,0441,134+901,1171,4980.38%+381
VANGUARD INDEX FDS10,50412,161+1,6573,5223,9010.98%+379
EATON CORP PLC(ETN)01,961+1,96107010.18%+701
ISHARES TR
CORE INTL AGGR
32,54539,638+7,0931,6281,9830.50%+356
ISHARES TR18,49122,251+3,7601,7612,1130.53%+352
JD.COM INC(JD)011,701+11,70103460.09%+346
CHEVRON CORPORATION(CVX)01,672+1,67203460.09%+346
VANGUARD STAR FDS04,430+4,43003420.09%+342
COSTCO WHOLESALE CORPORATION(COST)01,153+1,15301,1490.29%+1,149
NOVARTIS AG(NVS)7,6159,019+1,4041,0501,3780.35%+328
NEXTERA ENERGY INC(NEE)03,461+3,46103210.08%+321
MERCK & CO INC(MRK)5,4107,308+1,8985698790.22%+310
COLGATE PALMOLIVE CO(CL)03,581+3,58103050.08%+305
MARRIOTT INTL INC NEW(MAR)0892+89202920.07%+292
WESTERN DIGITAL CORP(WDC)0979+97902650.07%+265
BAKER HUGHES COMPANY(BKR)04,324+4,32402640.07%+264
BLACKROCK ETF TRUST II19,40424,786+5,3821,0241,2870.32%+263
INTEL CORP(INTC)05,952+5,95202630.07%+263
TAKEDA PHARMACEUTICAL CO LTD(TAK)013,637+13,63702530.06%+253
ASE TECHNOLOGY HLDG CO LTD(ASX)011,632+11,63202520.06%+252
WASTE MGMT INC DEL(WM)01,096+1,09602520.06%+252
WALMART INC(WMT)9,50410,477+9731,0591,3020.33%+243
BRISTOL-MYERS SQUIBB CO(BMY)03,995+3,99502420.06%+242
RTX CORPORATION(RTX)3,1014,200+1,0995698100.20%+241
PALO ALTO NETWORKS INC(PANW)01,452+1,45202330.06%+233
RELX PLC(RELX)07,019+7,01902330.06%+233
UBER TECHNOLOGIES INC(UBER)03,222+3,22202320.06%+232
BLACKROCK ETF TRUST
ISHA I IN TE ETF
66,28473,995+7,7112,2072,4380.61%+231
SANDISK CORP(SNDK)0362+36202300.06%+230
AT&T INC(T)07,923+7,92302300.06%+230
ISHARES TR12,40114,786+2,3851,2391,4680.37%+229
AUTOZONE INC(AZO)067+6702260.06%+226
KONINKLIJKE PHILIPS N V(PHG)08,091+8,09102220.06%+222
LINDE PLC(LIN)01,000+1,00004960.12%+496
CHUNGHWA TELECOM CO LTD(CHT)05,197+5,19702200.06%+220
JPMORGAN CHASE & CO(JPM)5,8117,093+1,2821,8722,0860.52%+214
NATWEST GROUP PLC(NWG)014,247+14,24702120.05%+212
MICRON TECHNOLOGY INC(MU)9361,413+4772674770.12%+210
UNION PAC CORP(UNP)0852+85202070.05%+207
HONEYWELL INTL INC(HON)0908+90802050.05%+205
BARCLAYS PLC09,664+9,66402040.05%+204
BLACKROCK ETF TRUST
ISHA US THEM ETF
85,36696,508+11,1423,2923,4960.88%+204
TTM TECHNOLOGIES INC(TTMI)15,95813,365-2,5931,1011,3020.33%+201
PROCTER & GAMBLE CO(PG)02,772+2,77204000.10%+400
CONOCOPHILLIPS(COP)03,645+3,64504810.12%+481
SAP SE(SAP)05,824+5,82409970.25%+997
ITAU UNIBANCO HLDG S A(ITUB)17,33136,389+19,0581243050.08%+181
BHP BILLITON LIMITED08,378+8,37806090.15%+609
GE VERNOVA INC(GEV)0610+61005320.13%+532
BP PLC(BP)09,238+9,23804340.11%+434
ALIBABA GROUP HLDG LTD(BABA)010,373+10,37301,3010.33%+1,301
NVIDIA CORPORATION(NVDA)39,35643,029+3,6737,3407,5041.88%+164
APPLIED MATLS INC1,0351,257+2222664300.11%+164
CATERPILLAR INC(CAT)912967+555226850.17%+163
GSK PLC(GSK)09,944+9,94405490.14%+549
COCA COLA CO(KO)6,3057,657+1,3524415820.15%+142
CHUBB LTD SWITZ
COM
1,4101,771+3614405770.14%+137
RIO TINTO PLC(RIO)5,2725,965+6934225560.14%+135
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7,2156,867-3482,1932,3210.58%+128
CEMEX SA EURO MTN BE 144A(CX)010,446+10,44601200.03%+120
PDD HOLDINGS INC(PDD)05,157+5,15705270.13%+527
AEGON LTD(AEG)016,146+16,14601170.03%+117
PFIZER INC(PFE)012,185+12,18503420.09%+342
NETFLIX INC.(NFLX)015,074+15,07401,4490.36%+1,449
SALESFORCE INC(CRM)1,3372,494+1,1573544660.12%+111
ANHEUSER BUSCH INBEV SA NV(BUD)3,8805,099+1,2192483540.09%+105
HALEON PLC(HLN)024,375+24,37502440.06%+244
HSBC HLDGS PLC(HSBC)11,71212,386+6749211,0220.26%+100
AMERICA MOVIL SAB DE CV(AMX)9,74511,758+2,0132013000.08%+98
APPLE INC(AAPL)27,05129,361+2,3107,3547,4511.87%+97
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
8,35811,249+2,8912863800.10%+94
AMGEN INC(AMGN)01,119+1,11903940.10%+394
NATIONAL GRID PLC(NGG)04,621+4,62103910.10%+391
NOKIA CORP(NOK)010,875+10,8750870.02%+87
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