Fund HoldingsMay Hill Capital, LLC

Total Portfolio Value
$370.93M
Total Bought
$43.03M
Total Sold
$16.89M
Net Transaction
+$26.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR38,08555,010+16,9257,86511,6663.15%+3,801
BLACKROCK ETF TRUST
ISHARES US EQUIT
165,294200,277+34,9839,78512,1793.28%+2,393
ISHARES TR84,33185,659+1,32856,44358,67115.82%+2,228
ISHARES INC
CORE MSCI EMKT
141,831170,379+28,5489,35011,4533.09%+2,103
ISHARES TR72,40183,673+11,2728,74010,3142.78%+1,573
KEYSIGHT TECHNOLOGIES INC(KEYS)54,60554,599-69,55211,0942.99%+1,542
SPDR INDEX SHS FDS
ST PORT MARK ETF
031,132+31,13201,4570.39%+1,457
BLACKROCK ETF TRUST II86,177110,965+24,7884,3945,6341.52%+1,240
ASTRAZENECA PLC(AZN)011,987+11,98701,1020.30%+1,102
VANGUARD INDEX FDS010,735+10,73502,2450.61%+2,245
ISHARES TR61,15868,525+7,3677,2678,2352.22%+968
ALPHABET INC(GOOG)8,9069,425+5192,1652,9500.80%+785
COREWEAVE INC(CRWV)010,948+10,94807840.21%+784
APPLE INC(AAPL)25,83027,051+1,2216,5777,3541.98%+777
GLOBAL X FDS
DEFENSE TECH ETF
11,23923,999+12,7607891,5550.42%+765
ISHARES TR0163,657+163,657010,8012.91%+10,801
HAEMONETICS CORP MASS(HAE)022,348+22,34801,7910.48%+1,791
ALPHABET INC(GOOG)8,5288,839+3112,0772,7740.75%+697
BLACKROCK ETF TRUST
ISHA US THEM ETF
69,25385,366+16,1132,6223,2920.89%+670
ELI LILLY & CO(LLY)1,3691,585+2161,0451,7040.46%+659
UNILEVER PLC(UL)09,708+9,70806350.17%+635
ISHARES GOLD TR(IAU)26,80830,956+4,1481,9512,5130.68%+562
VANGUARD WORLD FD
INF TECH ETF
01,437+1,43701,0830.29%+1,083
ISHARES TR012,401+12,40101,2390.33%+1,239
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
020,800+20,80009710.26%+971
VANGUARD WORLD FD08,330+8,33001,0080.27%+1,008
BLACKROCK ETF TRUST
ISHA I IN TE ETF
51,06966,284+15,2151,7452,2070.60%+463
NUSHARES ETF TR
NUVEEN ESG LRGCP
09,690+9,69009480.26%+948
ISHARES TR14,33418,491+4,1571,3641,7610.47%+397
ISHARES TR
CORE INTL AGGR
25,27732,545+7,2681,2951,6280.44%+333
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,771+2,77103260.09%+326
TESLA INC(TSLA)2,9573,635+6781,3151,6350.44%+320
TOTALENERGIES SE(TTE)04,882+4,88203190.09%+319
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,649+2,64903160.09%+316
INFOSYS LTD(INFY)016,843+16,84303000.08%+300
AMAZON COM INC(AMZN)16,23316,720+4873,5643,8591.04%+295
INVESCO EXCH TRADED FD TR II3,9469,015+5,0692135010.14%+288
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
08,358+8,35802860.08%+286
ISHARES TR85,86584,801-1,06431,38231,6688.54%+286
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
06,627+6,62702790.08%+279
TAIWAN SEMICONDUCTOR MANUFAC(TSM)6,8887,215+3271,9242,1930.59%+269
VANECK ETF TRUST
SEMICONDUCTR ETF
01,407+1,40705070.14%+507
MICRON TECHNOLOGY INC(MU)0936+93602670.07%+267
ISHARES TR01,913+1,91302670.07%+267
ISHARES TR68,47470,561+2,0877,2927,5582.04%+266
APPLIED MATLS INC01,035+1,03502660.07%+266
BROADCOM INC(AVGO)7,1847,607+4232,3702,6330.71%+263
ACCENTURE PLC IRELAND
SHS CLASS A
0964+96402590.07%+259
VANGUARD MALVERN FDS05,221+5,22102580.07%+258
VANGUARD INDEX FDS9,97110,504+5333,2723,5220.95%+250
ANHEUSER BUSCH INBEV SA NV(BUD)03,880+3,88002480.07%+248
ISHARES TR
MSCI USA QLT FCT
01,166+1,16602320.06%+232
ADOBE INC(ADBE)0660+66002310.06%+231
NVIDIA CORPORATION(NVDA)38,10339,356+1,2537,1097,3401.98%+230
NIKE INC(NKE)03,572+3,57202280.06%+228
BLACKROCK ETF TRUST II14,98719,404+4,4177981,0240.28%+226
GENERAL MTRS CO(GM)10,42910,553+1246368580.23%+222
ASML HLDG NV
N Y REGISTRY SHS
9261,044+1188961,1170.30%+220
LEGG MASON ETF INVT3,3146,033+2,7192764970.13%+220
FABRINET(FN)0470+47002140.06%+214
AUTOMATIC DATA PROCESSING IN0828+82802130.06%+213
ISHARES TR03,197+3,19704120.11%+412
KLA CORP(KLAC)0172+17202090.06%+209
SELECT SECTOR SPDR TR
ST STR FINL ETF
03,746+3,74602050.06%+205
AMERICA MOVIL SAB DE CV(AMX)09,745+9,74502010.05%+201
MONOLITHIC PWR SYS INC(MPWR)0221+22102000.05%+200
MOODYS CORP(MCO)0392+39202000.05%+200
MICROSOFT CORP(MSFT)12,89414,139+1,2456,6786,8381.84%+160
BLACKROCK ETF TRUST II16,56919,979+3,4108159730.26%+158
HDFC BANK LTD(HDB)022,940+22,94008380.23%+838
NOVO-NORDISK A S(NVO)012,106+12,10606160.17%+616
MERCK & CO INC(MRK)5,0125,410+3984215690.15%+149
TOYOTA MOTOR CORP(TM)02,507+2,50705370.14%+537
ITAU UNIBANCO HLDG S A(ITUB)017,331+17,33101240.03%+124
ADVANCED MICRO DEVICES INC(AMD)1,3541,592+2382193410.09%+122
HOLOGIC INC16,99717,007+101,1471,2670.34%+120
RIO TINTO PLC(RIO)4,5965,272+6763034220.11%+119
JOHNSON & JOHNSON(JNJ)3,3363,554+2186197360.20%+117
CATERPILLAR INC(CAT)850912+624065220.14%+117
HSBC HLDGS PLC(HSBC)11,37711,712+3358089210.25%+114
CISCO SYS INC(CSCO)08,078+8,07806220.17%+622
BERKSHIRE HATHAWAY INC DEL2,9533,169+2161,4851,5930.43%+108
EXXON MOBIL CORP06,483+6,48307800.21%+780
GOLDMAN SACHS GROUP INC(GS)1,1931,201+89501,0560.28%+106
CHUBB LTD SWITZ
COM
1,1911,410+2193364400.12%+104
CITIGROUP INC(C)5,6495,795+1465736760.18%+103
LLOYDS BANKING GROUP PLC(LYG)86,32991,680+5,3513924860.13%+94
STATE STR SPDR S&P 500 ETF T(SPY)2,8722,935+631,9132,0020.54%+88
NOVARTIS AG(NVS)7,5057,615+1109621,0500.28%+87
VISA INC(V)03,001+3,00101,0520.28%+1,052
SALESFORCE INC(CRM)01,337+1,33703540.10%+354
AMERICAN EXPRESS CO(AXP)01,314+1,31404860.13%+486
RTX CORPORATION(RTX)2,9213,101+1804895690.15%+80
JPMORGAN CHASE & CO(JPM)5,6885,811+1231,7941,8720.50%+78
SHELL PLC(SHEL)13,08913,790+7019361,0130.27%+77
WALMART INC(WMT)9,5389,504-349831,0590.29%+76
TTM TECHNOLOGIES INC(TTMI)015,958+15,95801,1010.30%+1,101
ISHARES TR021,586+21,58603,2100.87%+3,210
COCA COLA CO(KO)06,305+6,30504410.12%+441
BANK AMERICA CORP11,44312,001+5585906600.18%+70
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