May Hill Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), May Hill Capital, LLC reported 164 stock positions worth $258.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.6% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 10.7%) and iShares Core S&P Midcap ETF (IJH, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- COHASSET, MA
- CIK
- 0002056340
- Portfolio Value
- $258.3M (Q4 2024)
- SEC Filing
- 0001951757-25-000245 ↗ filed Feb 12, 2025
Holdings Value
Holdings 164 stocks · $258.3M
| IVV iShares Core S&P 500 ETF | 19.56% | 85,835 | $50.5M | — |
| IWB iShares Russell 1000 ETF | 10.73% | 86,015 | $27.7M | — |
| IJH iShares Core S&P Midcap ETF | 4.59% | 190,294 | $11.9M | — |
| IEMG iShares Core MSCI Emerging | 2.86% | 141,669 | $7.4M | — |
| MUB iShares National Muni Bond E | 2.77% | 67,170 | $7.2M | — |
| IJR iShares Core S&P Small-Cap E | 2.74% | 61,517 | $7.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.64% | 25,839 | $6.8M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.54% | 27,313 | $6.6M | — |
| BSX Boston Scientific Corp. | 2.10% | 60,689 | $5.4M | — |
| AGG iShares Core U.S. Aggregate | 2.02% | 53,740 | $5.2M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.89% | 69,572 | $4.9M | — |
| ITOT iShares Core S&P Total U.S. | 1.76% | 35,443 | $4.6M | — |
| AAPL Apple Inc. | 1.66% | 17,133 | $4.3M | — |
| NVDA Nvidia Corp. | 1.54% | 29,659 | $4.0M | — |
| MSFT Microsoft Corp. | 1.51% | 9,248 | $3.9M | — |
| VOO Vanguard S&P 500 ETF | 1.43% | 6,855 | $3.7M | — |
| SCHM Schwab US Mid Cap ETF | 1.27% | 118,028 | $3.3M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.25% | 64,498 | $3.2M | — |
| SUB iShares Short-Term National | 1.20% | 29,447 | $3.1M | — |
| META Meta Platforms Inc. Class A | 1.10% | 4,866 | $2.8M | — |
| AMZN Amazon.com Inc. | 0.96% | 11,290 | $2.5M | — |
| VEA Vanguard Ftse Developed ETF | 0.92% | 49,674 | $2.4M | — |
| VXF Vanguard Extended Market ETF | 0.90% | 12,298 | $2.3M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.79% | 4,944 | $2.0M | — |
| VWO Vanguard Ftse Emerging Marke | 0.78% | 45,954 | $2.0M | — |
| IWM iShares Russell 2000 ETF | 0.76% | 8,858 | $2.0M | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.61% | 25,952 | $1.6M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.59% | 22,222 | $1.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 2,592 | $1.5M | — |
| SCHF Schwab Intl Equity ETF | 0.57% | 79,249 | $1.5M | — |
| HAE Haemonetics Corp. | 0.54% | 17,915 | $1.4M | — |
| AVGO Broadcom Inc. | 0.53% | 5,912 | $1.4M | — |
| GOOGL Alphabet Inc. Class A | 0.50% | 6,826 | $1.3M | — |
| SPEM State Street SP PTF Em ETF | 0.50% | 33,643 | $1.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 2,823 | $1.3M | — |
| BND Vanguard Total Bond Market | 0.48% | 17,228 | $1.2M | — |
| VNO Vornado Realty Trust | 0.48% | 29,412 | $1.2M | — |
| NFLX Netflix Inc. | 0.47% | 1,362 | $1.2M | — |
| JPM JPMorgan Chase & Co. | 0.47% | 5,034 | $1.2M | — |
| LLY Eli Lilly & Co. | 0.47% | 1,561 | $1.2M | — |
| HUBS HubSpot Inc. | 0.46% | 1,702 | $1.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 5,669 | $1.1M | — |
| HOLX Hologic Inc. | 0.43% | 15,446 | $1.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 6,456 | $1.1M | — |
| FLOT iShares Floating Rate Bond E | 0.41% | 21,003 | $1.1M | — |
| ALX Alexander's Inc. | 0.41% | 5,242 | $1.0M | — |
| KEYS Keysight Technologies Inc. | 0.38% | 6,127 | $984K | — |
| RPG Invesco S&P 500 Pure Growth | 0.33% | 20,801 | $858K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.32% | 10,611 | $835K | — |
| V Visa Inc. Class A | 0.30% | 2,488 | $786K | — |
| ADBE Adobe Inc. | 0.30% | 1,755 | $780K | — |
| COST Costco Wholesale Corp. | 0.30% | 839 | $769K | — |
| WMT Walmart Inc. | 0.29% | 8,363 | $756K | — |
| TTMI TTM Technologies | 0.29% | 30,000 | $743K | — |
| TSLA Tesla Inc. | 0.27% | 1,749 | $706K | — |
| FISV Fiserv Inc. | 0.27% | 3,409 | $700K | — |
| XOM Exxon Mobil Corp. | 0.26% | 6,252 | $673K | — |
| TXN Texas Instruments Inc. | 0.26% | 3,556 | $667K | — |
| IXUS iShares Core Intl Stock ETF | 0.25% | 9,933 | $657K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 2,257 | $654K | — |
| ABBV Abbvie Inc. | 0.25% | 3,604 | $640K | — |
| GS Goldman Sachs Group Inc. | 0.25% | 1,115 | $638K | — |
| BA The Boeing Co. | 0.25% | 3,583 | $634K | — |
| HD Home Depot Inc. | 0.25% | 1,628 | $633K | — |
| ARW Arrow Electronics Inc. | 0.24% | 5,537 | $626K | — |
| UNH Unitedhealth Group Inc. | 0.24% | 1,203 | $609K | — |
| MRK Merck & Co. Inc. | 0.23% | 6,029 | $600K | — |
| GOOG Alphabet Inc. Class C | 0.23% | 3,081 | $587K | — |
| ORCL Oracle Corp. | 0.22% | 3,386 | $564K | — |
| LRCX Lam Research Corp. | 0.22% | 7,730 | $558K | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.21% | 11,146 | $551K | — |
| GM General Motors Co. | 0.21% | 10,337 | $551K | — |
| PG The Procter & Gamble Co. | 0.20% | 3,103 | $520K | — |
| BKNG Booking Holdings Inc. | 0.20% | 103 | $512K | — |
| MA Mastercard Inc. Class A | 0.20% | 967 | $509K | — |
| MSI Motorola Solutions Inc. | 0.19% | 1,055 | $488K | — |
| IVW iShares S&P 500 Growth ETF | 0.19% | 4,773 | $485K | — |
| UE Urban Edge Properties | 0.19% | 22,357 | $481K | — |
| IWV iShares Russell 3000 ETF | 0.18% | 1,429 | $478K | — |
| IVE iShares S&P 500 Value ETF | 0.18% | 2,375 | $453K | — |
| BDC Belden Inc. | 0.17% | 3,900 | $439K | — |
| RY Royal Bank of Canada | 0.17% | 3,592 | $433K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.16% | 4,870 | $419K | — |
| SHEL Shell PLC-ADR | 0.16% | 6,671 | $418K | — |
| SPSB SS SPDR P St C Corp. ETF | 0.16% | 13,879 | $414K | — |
| MCD McDonald's Corp. | 0.16% | 1,428 | $414K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.16% | 3,614 | $414K | — |
| TM Toyota Motor Corp. -Spon ADR | 0.16% | 2,104 | $409K | — |
| PM Philip Morris International | 0.15% | 3,316 | $399K | — |
| SONY Sony Group Corp. - SP ADR | 0.15% | 18,714 | $396K | — |
| C Citigroup Inc. | 0.15% | 5,614 | $395K | — |
| EMR Emerson Electric Co. | 0.15% | 3,176 | $394K | — |
| GPI Group 1 Automotive Inc. | 0.15% | 924 | $389K | — |
| CRM Salesforce Inc. | 0.15% | 1,164 | $389K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.15% | 11,076 | $380K | — |
| SAP Sap SE-Sponsored ADR | 0.15% | 1,530 | $377K | — |
| CSCO Cisco Systems Inc. | 0.15% | 6,355 | $376K | — |
| ABT Abbott Laboratories | 0.14% | 3,186 | $360K | — |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.14% | 6,645 | $357K | — |
| HON Honeywell International Inc. | 0.14% | 1,573 | $355K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 256 | $478.7M | IVV, IWB, KEYS, IVW, IEMG |
| Q1 2026 | 223 | $398.2M | IVV, IWB, KEYS, IEMG, IVE |
| Q4 2025Amended | 199 | $370.9M | IVV, IWB, DYNF, IVE, IEMG |
| Q3 2025 | 190 | $341.2M | IVV, IWB, IJH, DYNF, KEYS |
| Q2 2025 | 205 | $303.7M | IVV, IWB, IJH, IEMG, IEFA |
| Q1 2025 | 184 | $265.1M | IVV, IWB, IJH, IEMG, MUB |
| Q4 2024 | 164 | $258.3M | IVV, IWB, IJH, IEMG, MUB |