Fund Holdings — May Hill Capital, LLC

Total Portfolio Value
$341.23M
Total Bought
$53.23M
Total Sold
$21.86M
Net Transaction
+$31.38M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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KEYSIGHT TECHNOLOGIES INC(KEYS)6,18554,605+48,4201,0139,5522.80%+8,538
ISHARES TR81,71084,331+2,62150,73456,44316.54%+5,709
BLACKROCK ETF TRUST
ISHARES US EQUIT
118,298165,294+46,9966,4439,7852.87%+3,343
ISHARES TR50,75372,401+21,6485,5888,7402.56%+3,152
ISHARES TR24,95438,085+13,1314,8777,8652.30%+2,988
VANGUARD INDEX FDS2,3239,971+7,6487063,2720.96%+2,566
ISHARES TR86,15585,865-29029,25631,3829.20%+2,126
APPLE INC(AAPL)23,06325,830+2,7674,7326,5771.93%+1,845
NVIDIA CORPORATION(NVDA)35,54538,103+2,5585,6167,1092.08%+1,494
ISHARES GOLD TR(IAU)14,27126,808+12,5378901,9510.57%+1,061
ISHARES TR17,01826,996+9,9781,7292,7800.81%+1,051
ISHARES INC
CORE MSCI EMKT
139,707141,831+2,1248,3879,3502.74%+963
MICROSOFT CORP(MSFT)11,67412,894+1,2205,8076,6781.96%+872
BLACKROCK ETF TRUST
ISHA US THEM ETF
49,48569,253+19,7681,7612,6220.77%+861
ALPHABET INC(GOOG)7,1848,528+1,3441,2742,0770.61%+803
ALIBABA GROUP HLDG LTD(BABA)4,7407,460+2,7205381,3330.39%+796
GLOBAL X FDS
DEFENSE TECH ETF
011,239+11,23907890.23%+789
ALPHABET INC(GOOG)7,8188,906+1,0881,3782,1650.63%+787
BLACKROCK ETF TRUST
ISHA I IN TE ETF
33,41651,069+17,6539641,7450.51%+780
BLACKROCK ETF TRUST II71,54186,177+14,6363,6154,3941.29%+779
ISHARES TR64,35168,474+4,1236,7237,2922.14%+568
AMAZON COM INC(AMZN)13,88716,233+2,3463,0473,5641.04%+518
BROADCOM INC(AVGO)6,7307,184+4541,8552,3700.69%+515
TESLA INC(TSLA)2,6012,957+3568261,3150.39%+489
BLACKROCK ETF TRUST II7,30016,569+9,2693558150.24%+460
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,6646,888+2241,5091,9240.56%+414
ISHARES TR
CORE INTL AGGR
17,68025,277+7,5979031,2950.38%+392
BHP GROUP LTD06,679+6,67903720.11%+372
WPP PLC NEW(WPP)013,281+13,28103330.10%+333
PEPSICO INC(PEP)02,346+2,34603290.10%+329
PDD HOLDINGS INC(PDD)2,4484,357+1,9092565760.17%+320
ISHARES TR63,59861,158-2,4406,9517,2672.13%+317
VANGUARD INDEX FDS6,8586,859+13,8954,2001.23%+305
LATAM AIRLINES GROUP SA(LTM)06,505+6,50502940.09%+294
UNITEDHEALTH GROUP INC(UNH)7001,463+7632185050.15%+287
ASML HOLDING N V
N Y REGISTRY SHS
786926+1406308960.26%+267
LOWES COS INC(LOW)1,6242,460+8363606180.18%+258
SPDR S&P 500 ETF TR(SPY)2,7062,872+1661,6721,9130.56%+241
MORGAN STANLEY(MS)2,1323,391+1,2593005390.16%+239
BP PLC(BP)06,824+6,82402350.07%+235
PFIZER INC(PFE)09,211+9,21102350.07%+235
JOHNSON & JOHNSON(JNJ)2,5223,336+8143856190.18%+233
ADVANCED MICRO DEVICES INC(AMD)01,354+1,35402190.06%+219
EQUINOR ASA(EQNR)08,841+8,84102160.06%+216
INVESCO EXCH TRADED FD TR II03,946+3,94602130.06%+213
WORLD GOLD TR(GLDM)02,777+2,77702120.06%+212
PALO ALTO NETWORKS INC(PANW)01,032+1,03202100.06%+210
NOVARTIS AG(NVS)6,2747,505+1,2317599620.28%+203
ORACLE CORP(ORCL)3,0023,041+396568550.25%+199
BANK AMERICA CORP8,29711,443+3,1463935900.17%+198
JPMORGAN CHASE & CO.(JPM)5,5305,688+1581,6031,7940.53%+191
ABBVIE INC(ABBV)2,9733,190+2175527390.22%+187
VANGUARD INDEX FDS5,1215,057-642,2452,4250.71%+181
PETROLEO BRASILEIRO SA PETRO(PBR)014,251+14,25101800.05%+180
LAM RESEARCH CORP(LRCX)8,5707,552-1,0188341,0110.30%+177
BLACKROCK ETF TRUST II12,18514,987+2,8026447980.23%+154
HOLOGIC INC15,40116,997+1,5961,0041,1470.34%+144
MASTERCARD INCORPORATED(MA)1,3211,554+2337428840.26%+142
AGNICO EAGLE MINES LTD(AEM)2,7612,781+203284690.14%+140
HSBC HLDGS PLC(HSBC)11,04011,377+3376718080.24%+136
VANGUARD TAX-MANAGED FDS49,35449,228-1262,8142,9500.86%+136
ISHARES TR13,16014,334+1,1741,2361,3640.40%+128
GENERAL MTRS CO(GM)10,39910,429+305126360.19%+124
WALMART INC(WMT)8,8799,538+6598689830.29%+115
ASTRAZENECA PLC(AZN)9,1939,827+6346427540.22%+112
SHELL PLC(SHEL)11,72313,089+1,3668259360.27%+111
HOME DEPOT INC(HD)1,4861,618+1325456560.19%+111
VANGUARD INDEX FDS26,76225,375-1,3876,3426,4521.89%+110
GE AEROSPACE(GE)1,8351,935+1004725820.17%+110
TELEFONAKTIEBOLAGET LM ERICS(ERIC)012,973+12,97301070.03%+107
MITSUBISHI UFJ FINL GROUP IN(MUFG)19,75723,655+3,8982713770.11%+106
CITIGROUP INC(C)5,5975,649+524765730.17%+97
META PLATFORMS INC(META)5,2855,443+1583,9013,9971.17%+96
RIO TINTO PLC(RIO)3,5744,596+1,0222083030.09%+95
SONY GROUP CORP(SONY)21,34022,582+1,2425556500.19%+95
HALEON PLC(HLN)010,431+10,4310940.03%+94
CATERPILLAR INC(CAT)809850+413144060.12%+92
GOLDMAN SACHS GROUP INC(GS)1,2141,193-218599500.28%+91
SCHWAB STRATEGIC TR77,85677,547-3091,7211,8050.53%+85
BRITISH AMERN TOB PLC(BTI)9,58410,114+5304545370.16%+83
PALANTIR TECHNOLOGIES INC(PLTR)3,8993,357-5425326120.18%+81
BLACKROCK INC(BLK)285323+382993770.11%+78
ISHARES TR7,6407,134-5061,6491,7260.51%+78
RTX CORPORATION(RTX)2,8212,921+1004124890.14%+77
NETEASE INC(NTES)2,4872,705+2183354110.12%+76
COSTCO WHSL CORP NEW(COST)8841,027+1438759510.28%+76
VANGUARD INDEX FDS7,6017,605+41,3431,4180.42%+75
JBG SMITH PPTYS(JBGS)14,42214,498+762503230.09%+73
NORTHROP GRUMMAN CORP(NOC)506526+202533210.09%+68
TJX COS INC NEW(TJX)1,8182,002+1842252890.08%+65
MOTOROLA SOLUTIONS INC(MSI)1,1091,156+474665290.15%+62
ELI LILLY & CO(LLY)1,2611,369+1089831,0450.31%+62
BERKSHIRE HATHAWAY INC DEL2,9312,953+221,4241,4850.44%+61
BANCO SANTANDER S.A.(SAN)24,16624,713+5472012590.08%+58
CHUBB LIMITED
COM
9691,191+2222813360.10%+55
SEA LTD(SE)1,4071,560+1532252790.08%+54
SHOPIFY INC(SHOP)2,6622,414-2483073590.11%+52
LLOYDS BANKING GROUP PLC(LYG)80,72986,329+5,6003433920.11%+49
MERCK & CO INC(MRK)4,7055,012+3073724210.12%+48
WELLTOWER INC(WELL)1,3801,431+512122550.07%+43
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