Fund HoldingsMay Hill Capital, LLC

Total Portfolio Value
$303.72M
Total Bought
$53.54M
Total Sold
$25.41M
Net Transaction
+$28.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BLACKROCK ETF TRUST
ISHARES US EQUIT
31,700118,298+86,5981,5466,4432.12%+4,897
ISHARES TR20,88150,753+29,8721,9385,5881.84%+3,649
ISHARES TR7,93524,954+17,0191,5124,8771.61%+3,364
ISHARES TR086,155+86,155029,2569.63%+29,256
BLACKROCK ETF TRUST II20,23371,541+51,3081,0193,6151.19%+2,596
NVIDIA CORPORATION(NVDA)035,545+35,54505,6161.85%+5,616
MICROSOFT CORP(MSFT)011,674+11,67405,8071.91%+5,807
ISHARES TR
CORE MSCI EAFE
82,27196,591+14,3206,2248,0632.65%+1,840
BLACKROCK ETF TRUST
ISHA US THEM ETF
049,485+49,48501,7610.58%+1,761
ISHARES TR3,37312,377+9,0044742,1450.71%+1,671
ISHARES TR3,10317,018+13,9153221,7290.57%+1,407
ISHARES TR081,710+81,710050,73416.70%+50,734
META PLATFORMS INC(META)4,9525,285+3332,8543,9011.28%+1,047
ISHARES TR2,65813,160+10,5022491,2360.41%+986
BLACKROCK ETF TRUST
ISHA I IN TE ETF
033,416+33,41609640.32%+964
ISHARES TR
CORE INTL AGGR
017,680+17,68009030.30%+903
AMAZON COM INC(AMZN)013,887+13,88703,0471.00%+3,047
BROADCOM INC(AVGO)06,730+6,73001,8550.61%+1,855
VANGUARD WORLD FD
INF TECH ETF
4791,492+1,0132609900.33%+730
NETFLIX INC(NFLX)1,4051,457+521,3101,9510.64%+641
ISHARES GOLD TR(IAU)4,43514,271+9,8362618900.29%+628
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,664+6,66401,5090.50%+1,509
PALANTIR TECHNOLOGIES INC(PLTR)03,899+3,89905320.18%+532
SAP SE(SAP)2,1623,622+1,4605801,1010.36%+521
ISHARES INC
CORE MSCI EMKT
145,857139,707-6,1507,8728,3872.76%+515
TTM TECHNOLOGIES INC(TTMI)024,338+24,33809930.33%+993
PROCTER AND GAMBLE CO(PG)05,253+5,25308370.28%+837
VANECK ETF TRUST
SEMICONDUCTR ETF
01,466+1,46604090.13%+409
BOSTON SCIENTIFIC CORP(BSX)60,62160,673+526,1156,5172.15%+401
ALPHABET INC(GOOG)5,6147,184+1,5708771,2740.42%+397
BLACKROCK ETF TRUST II4,87712,185+7,3082556440.21%+388
INTERNATIONAL BUSINESS MACHS(IBM)01,291+1,29103800.13%+380
VANGUARD INDEX FDS06,858+6,85803,8951.28%+3,895
LOWES COS INC(LOW)01,624+1,62403600.12%+360
BLACKROCK ETF TRUST II07,300+7,30003550.12%+355
ICICI BANK LIMITED(IBN)010,041+10,04103380.11%+338
JPMORGAN CHASE & CO.(JPM)5,1605,530+3701,2661,6030.53%+337
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,531+1,53103330.11%+333
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,897+2,89703140.10%+314
CAPITAL ONE FINL CORP(COF)01,470+1,47003130.10%+313
TYLER TECHNOLOGIES INC(TYL)0523+52303100.10%+310
SHOPIFY INC(SHOP)02,662+2,66203070.10%+307
GE VERNOVA INC(GEV)0578+57803060.10%+306
VANGUARD INDEX FDS024,702+24,70206,9122.28%+6,912
TESLA INC(TSLA)02,601+2,60108260.27%+826
NOVARTIS AG(NVS)4,1906,274+2,0844677590.25%+292
VANGUARD INDEX FDS026,762+26,76206,3422.09%+6,342
HDFC BANK LTD(HDB)6,0519,050+2,9994026940.23%+292
VANGUARD TAX-MANAGED FDS49,69549,354-3412,5262,8140.93%+288
INFOSYS LTD(INFY)015,295+15,29502830.09%+283
VANGUARD INDEX FDS05,121+5,12102,2450.74%+2,245
AT&T INC(T)09,177+9,17702660.09%+266
ALPHABET INC(GOOG)07,818+7,81801,3780.45%+1,378
LAM RESEARCH CORP(LRCX)8,0508,570+5205858340.27%+249
GOLDMAN SACHS GROUP INC(GS)01,214+1,21408590.28%+859
WELLS FARGO CO NEW(WFC)03,064+3,06402450.08%+245
NATIONAL GRID PLC(NGG)03,286+3,28602450.08%+245
HOWMET AEROSPACE INC(HWM)01,309+1,30902440.08%+244
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,471+4,47102340.08%+234
TRANE TECHNOLOGIES PLC(TT)0519+51902270.07%+227
SEA LTD(SE)01,407+1,40702250.07%+225
ACCENTURE PLC IRELAND
SHS CLASS A
0746+74602230.07%+223
ISHARES TR063,598+63,59806,9512.29%+6,951
APPLE INC(AAPL)20,31223,063+2,7514,5124,7321.56%+220
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,624+1,62402190.07%+219
INTERCONTINENTAL EXCHANGE IN(ICE)01,165+1,16502140.07%+214
ISHARES TR
MSCI USA QLT FCT
01,168+1,16802140.07%+214
UBER TECHNOLOGIES INC(UBER)02,282+2,28202130.07%+213
AUTOMATIC DATA PROCESSING IN0689+68902120.07%+212
DIREXION SHS ETF TR
DAI SEM BUL ETF
08,345+8,34502100.07%+210
RIO TINTO PLC(RIO)03,574+3,57402080.07%+208
ORACLE CORP(ORCL)03,002+3,00206560.22%+656
MASTERCARD INCORPORATED(MA)9861,321+3355407420.24%+202
HAEMONETICS CORP MASS(HAE)017,917+17,91701,3370.44%+1,337
UNILEVER PLC(UL)7,39210,375+2,9834406350.21%+194
BOOKING HOLDINGS INC(BKNG)0113+11306540.22%+654
ROYAL CARIBBEAN GROUP
COM
01,512+1,51204730.16%+473
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
020,801+20,80109520.31%+952
SPDR S&P 500 ETF TR(SPY)02,706+2,70601,6720.55%+1,672
SCHWAB STRATEGIC TR79,24977,856-1,3931,5681,7210.57%+153
WALMART INC(WMT)08,879+8,87908680.29%+868
NETEASE INC(NTES)2,0112,487+4762073350.11%+128
SPDR INDEX SHS FDS
ST PORT MARK ETF
33,62033,733+1131,3241,4420.47%+118
MITSUBISHI UFJ FINL GROUP IN(MUFG)11,25819,757+8,4991532710.09%+118
GE AEROSPACE(GE)1,7801,835+553564720.16%+116
EATON CORP PLC(ETN)01,043+1,04303720.12%+372
CISCO SYS INC(CSCO)07,120+7,12004940.16%+494
VANGUARD INDEX FDS011,486+11,48602,2140.73%+2,214
BRITISH AMERN TOB PLC(BTI)8,3149,584+1,2703444540.15%+110
MEDICUS PHARMA LTD035,622+35,62201070.04%+107
PHILIP MORRIS INTL INC(PM)3,3573,505+1485336380.21%+106
NUSHARES ETF TR
NUVEEN ESG LRGCP
6,3266,32604955940.20%+99
AMERICAN EXPRESS CO(AXP)01,178+1,17803760.12%+376
UNITED MICROELECTRONICS CORP(UMC)012,460+12,4600950.03%+95
VANGUARD INDEX FDS02,323+2,32307060.23%+706
CITIGROUP INC(C)05,597+5,59704760.16%+476
KEYSIGHT TECHNOLOGIES INC(KEYS)06,185+6,18501,0130.33%+1,013
SHELL PLC(SHEL)10,01711,723+1,7067348250.27%+91
CATERPILLAR INC(CAT)0809+80903140.10%+314
EMERSON ELEC CO(EMR)03,098+3,09804130.14%+413
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