Fund Holdings — May Hill Capital, LLC

Total Portfolio Value
$398.24M
Total Bought
$45.86M
Total Sold
$48.31M
Net Transaction
-$2.45M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR
CORE MSCI EAFE
60,212109,448+49,2365,3879,9082.49%+4,522
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 TR9,59113,718+4,1271,9152,4890.62%+574
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
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)1,0331,961+9283297010.18%+372
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
VANGUARD STAR FDS04,430+4,43003420.09%+342
COSTCO WHOLESALE CORPORATION(COST)9481,153+2058181,1490.29%+331
NOVARTIS AG(NVS)7,6159,019+1,4041,0501,3780.35%+328
MERCK & CO INC(MRK)5,4107,308+1,8985698790.22%+310
BLACKROCK ETF TRUST II19,40424,786+5,3821,0241,2870.32%+263
TAKEDA PHARMACEUTICAL CO LTD(TAK)013,637+13,63702530.06%+253
WALMART INC(WMT)9,50410,477+9731,0591,3020.33%+243
RTX CORPORATION(RTX)3,1014,200+1,0995698100.20%+241
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
LINDE PLC(LIN)6441,000+3562754960.12%+221
JPMORGAN CHASE & CO(JPM)5,8117,093+1,2821,8722,0860.52%+214
MICRON TECHNOLOGY INC(MU)9361,413+4772674770.12%+210
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)1,4202,772+1,3522044000.10%+197
CONOCOPHILLIPS(COP)3,1703,645+4752974810.12%+184
SAP SE(SAP)3,3575,824+2,4678159970.25%+182
ITAU UNIBANCO HLDG S A(ITUB)17,33136,389+19,0581243050.08%+181
BHP BILLITON LIMITED7,1658,378+1,2134336090.15%+177
GE VERNOVA INC(GEV)549610+613595320.13%+174
BP PLC(BP)7,5289,238+1,7102614340.11%+173
ALIBABA GROUP HLDG LTD(BABA)7,71410,373+2,6591,1311,3010.33%+171
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
EQUINOR ASA(EQNR)12,39810,676-1,7222934510.11%+158
GSK PLC(GSK)8,1809,944+1,7644015490.14%+148
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
PDD HOLDINGS INC(PDD)3,6095,157+1,5484095270.13%+118
AEGON LTD(AEG)016,146+16,14601170.03%+117
PFIZER INC(PFE)9,18812,185+2,9972293420.09%+113
NETFLIX INC.(NFLX)14,26915,074+8051,3381,4490.36%+112
SALESFORCE INC(CRM)1,3372,494+1,1573544660.12%+111
NEXTERA ENERGY INC(NEE)2,6603,461+8012143210.08%+108
ANHEUSER BUSCH INBEV SA NV(BUD)3,8805,099+1,2192483540.09%+105
HALEON PLC(HLN)13,74724,375+10,6281392440.06%+105
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)9231,119+1963023940.10%+92
NATIONAL GRID PLC(NGG)3,9054,621+7163023910.10%+89
NOKIA CORP(NOK)010,875+10,8750870.02%+87
VANGUARD MUN BD FDS47,96850,038+2,0702,4122,4960.63%+84
SONY GROUP CORP(SONY)22,11731,395+9,2785666500.16%+84
BRITISH AMERN TOB PLC(BTI)10,29411,362+1,0685836640.17%+81
ABBVIE INC(ABBV)3,3053,831+5267558330.21%+78
DUKE ENERGY CORP NEW(DUK)2,8993,173+2743404150.10%+76
COREWEAVE INC(CRWV)10,94811,084+1367848590.22%+75
VALE S A15,21216,976+1,7641982700.07%+72
UNITEDHEALTH GROUP INC(UNH)9481,415+4673133830.10%+70
NORTHROP GRUMMAN CORP(NOC)516527+112943600.09%+65
COLGATE PALMOLIVE CO(CL)3,0383,581+5432403050.08%+65
TJX COS INC NEW(TJX)2,2082,526+3183394030.10%+64
TOTALENERGIES SE(TTE)4,8824,199-6833193820.10%+63
DEERE & CO(DE)487512+252272880.07%+62
BLACKROCK INC(BLK)316414+983383980.10%+60
GILEAD SCIENCES INC(GILD)2,2862,435+1492813390.09%+59
LAM RESEARCH CORP(LRCX)6,3125,321-9911,0801,1370.29%+56
SOUTHERN CO(SO)3,3333,590+2572913470.09%+56
CISCO SYS INC(CSCO)8,0788,740+6626226780.17%+56
AMERICAN EXPRESS CO(AXP)1,3141,779+4654865380.14%+52
HOWMET AEROSPACE INC(HWM)1,1781,270+922422930.07%+51
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May Hill Capital, LLC — 13F Holdings — Q1 2026 | TickerTrail