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 | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 7,834 | $344K | — |
| KO The Coca-Cola Co. | 0.13% | 5,511 | $343K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 1,477 | $341K | — |
| NXPI NXP Semiconductors NV | 0.13% | 1,614 | $335K | — |
| COP Conocophillips | 0.13% | 3,343 | $331K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.13% | 476 | $330K | — |
| AMGN Amgen Inc. | 0.13% | 1,255 | $327K | — |
| SHOP Shopify Inc. Class A | 0.13% | 3,059 | $325K | — |
| ENB Enbridge Inc. | 0.12% | 7,606 | $323K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,460 | $321K | — |
| AXP American Express Co. | 0.12% | 1,070 | $318K | — |
| ETN Eaton Corp. PLC | 0.12% | 954 | $316K | — |
| JNJ Johnson & Johnson | 0.12% | 2,175 | $315K | — |
| RTX RTX Corp. | 0.12% | 2,689 | $311K | — |
| SCHX Schwab US Large-Cap ETF | 0.12% | 13,005 | $301K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 4,525 | $296K | — |
| UL Unilever PLC | 0.11% | 5,213 | $296K | — |
| ANSS Ansys Inc. | 0.11% | 866 | $292K | — |
| GE General Electric filed as GE AEROSPACE | 0.11% | 1,735 | $289K | — |
| DUK Duke Energy Corp. | 0.11% | 2,664 | $287K | — |
| SPGI S&P Global Inc. | 0.11% | 576 | $287K | — |
| SO The Southern Co. | 0.11% | 3,467 | $285K | — |
| BP BP PLC-Spons ADR | 0.11% | 9,504 | $281K | — |
| MS Morgan Stanley | 0.11% | 2,205 | $277K | — |
| CMCSA Comcast Corp. Class A | 0.11% | 7,310 | $274K | — |
| BLK BlackRock Inc. | 0.11% | 267 | $274K | — |
| ACN Accenture PLC Class A | 0.11% | 776 | $273K | — |
| CAT Caterpillar Inc. | 0.11% | 749 | $272K | — |
| NOW ServiceNow Inc. | 0.10% | 255 | $270K | — |
| NVS Novartis AG-Sponsored ADR | 0.10% | 2,724 | $265K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 648 | $261K | — |
| LIN Linde PLC | 0.10% | 617 | $258K | — |
| CB Chubb Ltd. | 0.10% | 919 | $254K | — |
| INTU Intuit Inc. | 0.10% | 402 | $253K | — |
| AEM Agnico Eagle Mines Ltd. | 0.10% | 3,183 | $249K | — |
| CI The Cigna Group | 0.10% | 897 | $248K | — |
| NOC Northrop Grumman Corp. | 0.09% | 514 | $241K | — |
| TDY Teledyne Technologies Inc. | 0.09% | 513 | $238K | — |
| IUSV iShares Core S&P U.S. Value | 0.09% | 2,537 | $235K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,095 | $233K | — |
| UNP Union Pacific Corp. | 0.09% | 1,021 | $233K | — |
| MET Metlife Inc. | 0.09% | 2,824 | $231K | — |
| USHY iShares Broad Usd High Yield | 0.09% | 6,284 | $231K | — |
| JBGS JBG Smith Properties | 0.09% | 14,966 | $230K | — |
| LYG Lloyds Banking Group PLC-ADR | 0.09% | 83,483 | $227K | — |
| LOW Lowe's Cos Inc. | 0.09% | 920 | $227K | — |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 436 | $227K | — |
| ON On Semiconductor | 0.09% | 3,592 | $226K | — |
| AIG American International Group | 0.09% | 3,045 | $222K | — |
| PANW Palo Alto Networks Inc. | 0.09% | 1,210 | $220K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 1,820 | $220K | — |
| EOG EOG Resources Inc. | 0.08% | 1,779 | $218K | — |
| AMD Advanced Micro Devices | 0.08% | 1,794 | $217K | — |
| BAP Credicorp Ltd. | 0.08% | 1,182 | $217K | — |
| CRUS Cirrus Logic Inc. | 0.08% | 2,107 | $210K | — |
| HYLB Xtrackers Usd High Yield Cor | 0.08% | 5,810 | $210K | — |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 1,168 | $208K | — |
| ADP Automatic Data Processing | 0.08% | 707 | $207K | — |
| QCOM Qualcomm Inc. | 0.08% | 1,340 | $206K | — |
| VGT Vanguard Info Tech ETF | 0.08% | 331 | $206K | — |
| TT Trane Technologies PLC | 0.08% | 545 | $201K | — |
| STLA Stellantis NV | 0.05% | 10,869 | $142K | — |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.05% | 10,297 | $121K | — |
| SAN Banco Santander SA-Spon ADR | 0.03% | 19,436 | $89K | — |
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 |