Holders — by stockHoldings — by fund
May Hill Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056340
$478.7M
disclosed book value
256
positions
15.5%
largest position share
Positions, as of 2026-06-30
top 100 of 256 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 99,046 | $74.2M | 15.5% |
| 2 | IWBISHARES TR | 82,038 | $33.6M | 7% |
| 3 | KEYSKEYSIGHT TECHNOLOGIES INC | 55,552 | $19.4M | 4.1% |
| 4 | IVWISHARES TR | 98,075 | $13.5M | 2.8% |
| 5 | IEMGISHARES INC | 159,321 | $13.2M | 2.8% |
| 6 | IJHISHARES TR | 170,519 | $13.1M | 2.7% |
| 7 | DYNFBLACKROCK ETF TRUST | 178,687 | $12.2M | 2.5% |
| 8 | MUBISHARES TR | 105,020 | $11.3M | 2.4% |
| 9 | IJRISHARES TR | 73,051 | $10.8M | 2.3% |
| 10 | IVEISHARES TR | 47,464 | $10.8M | 2.3% |
| 11 | IEFAISHARES TR | 102,228 | $9.9M | 2.1% |
| 12 | NVDANVIDIA CORPORATION | 47,192 | $9.4M | 2% |
| 13 | AAPLAPPLE INC | 31,375 | $9.1M | 1.9% |
| 14 | BRTRBLACKROCK ETF TRUST II | 152,846 | $7.7M | 1.6% |
| 15 | VBVANGUARD INDEX FDS | 21,641 | $6.6M | 1.4% |
| 16 | VOVANGUARD INDEX FDS | 73,092 | $5.9M | 1.2% |
| 17 | MSFTMICROSOFT CORP | 15,730 | $5.9M | 1.2% |
| 18 | LMUBISHARES TR | 99,644 | $5.1M | 1.1% |
| 19 | VTIVANGUARD INDEX FDS | 13,214 | $4.9M | 1% |
| 20 | AMZNAMAZON COM INC | 19,931 | $4.8M | 1% |
| 21 | SHLDGLOBAL X FDS | 69,711 | $4.2M | 0.9% |
| 22 | IYWISHARES TR | 15,745 | $4.0M | 0.8% |
| 23 | GOOGLALPHABET INC | 10,681 | $3.8M | 0.8% |
| 24 | GOOGALPHABET INC | 10,250 | $3.6M | 0.8% |
| 25 | VOOVANGUARD INDEX FDS | 5,255 | $3.6M | 0.8% |
| 26 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 7,107 | $3.4M | 0.7% |
| 27 | AGGISHARES TR | 34,158 | $3.4M | 0.7% |
| 28 | ITOTISHARES TR | 20,509 | $3.4M | 0.7% |
| 29 | METAMETA PLATFORMS INC | 5,954 | $3.4M | 0.7% |
| 30 | AVGOBROADCOM INC | 8,545 | $3.2M | 0.7% |
| 31 | BAIBLACKROCK ETF TRUST | 57,579 | $3.0M | 0.6% |
| 32 | VEAVANGUARD TAX-MANAGED FDS | 42,575 | $3.0M | 0.6% |
| 33 | VUGVANGUARD INDEX FDS | 30,175 | $2.6M | 0.5% |
| 34 | SCHMSCHWAB STRATEGIC TR | 68,572 | $2.5M | 0.5% |
| 35 | THROBLACKROCK ETF TRUST | 58,237 | $2.5M | 0.5% |
| 36 | TTMITTM TECHNOLOGIES INC | 13,195 | $2.5M | 0.5% |
| 37 | VXFVANGUARD INDEX FDS | 9,984 | $2.5M | 0.5% |
| 38 | JPMJPMORGAN CHASE & CO | 7,496 | $2.5M | 0.5% |
| 39 | VTEBVANGUARD MUN BD FDS | 48,272 | $2.4M | 0.5% |
| 40 | SUBISHARES TR | 22,469 | $2.4M | 0.5% |
| 41 | MBBISHARES TR | 25,235 | $2.4M | 0.5% |
| 42 | MUMICRON TECHNOLOGY INC | 2,051 | $2.4M | 0.5% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,611 | $2.3M | 0.5% |
| 44 | TLHISHARES TR | 22,705 | $2.3M | 0.5% |
| 45 | ASMLASML HLDG NV | 1,139 | $2.3M | 0.5% |
| 46 | LRCXLAM RESEARCH CORP | 5,184 | $2.2M | 0.5% |
| 47 | IAGGISHARES TR | 44,128 | $2.2M | 0.5% |
| 48 | SPYSTATE STR SPDR S&P 500 ETF T | 2,927 | $2.2M | 0.5% |
| 49 | BABOEING CO | 10,051 | $2.2M | 0.5% |
| 50 | LLYELI LILLY & CO | 1,758 | $2.1M | 0.4% |
| 51 | SCHFSCHWAB STRATEGIC TR | 73,390 | $2.0M | 0.4% |
| 52 | TSLATESLA INC | 4,397 | $1.8M | 0.4% |
| 53 | GOVTISHARES TR | 79,957 | $1.8M | 0.4% |
| 54 | IWMISHARES TR | 6,061 | $1.8M | 0.4% |
| 55 | VWOVANGUARD INTL EQUITY INDEX F | 30,041 | $1.8M | 0.4% |
| 56 | HAEHAEMONETICS CORP MASS | 22,388 | $1.7M | 0.4% |
| 57 | VTVVANGUARD INDEX FDS | 7,321 | $1.6M | 0.3% |
| 58 | BSXBOSTON SCIENTIFIC CORP | 36,875 | $1.6M | 0.3% |
| 59 | SPEMSPDR INDEX SHS FDS | 30,206 | $1.6M | 0.3% |
| 60 | BINCBLACKROCK ETF TRUST II | 27,511 | $1.4M | 0.3% |
| 61 | AMDADVANCED MICRO DEVICES INC | 2,461 | $1.4M | 0.3% |
| 62 | NVSNOVARTIS AG | 9,081 | $1.4M | 0.3% |
| 63 | JNJJOHNSON & JOHNSON | 5,392 | $1.4M | 0.3% |
| 64 | VGTVANGUARD WORLD FD | 11,304 | $1.4M | 0.3% |
| 65 | RPGINVESCO EXCHANGE TRADED FD T | 20,800 | $1.3M | 0.3% |
| 66 | GSGOLDMAN SACHS GROUP INC | 1,305 | $1.3M | 0.3% |
| 67 | HSBCHSBC HLDGS PLC | 13,602 | $1.3M | 0.3% |
| 68 | SHELSHELL PLC | 15,940 | $1.2M | 0.3% |
| 69 | VVISA INC | 3,578 | $1.2M | 0.3% |
| 70 | WMTWALMART INC | 10,172 | $1.2M | 0.2% |
| 71 | IAUISHARES GOLD TR | 14,801 | $1.1M | 0.2% |
| 72 | CATCATERPILLAR INC | 1,041 | $1.1M | 0.2% |
| 73 | CSCOCISCO SYS INC | 9,210 | $1.1M | 0.2% |
| 74 | INTCINTEL CORP | 7,627 | $1.1M | 0.2% |
| 75 | ABBVABBVIE INC | 4,097 | $1.0M | 0.2% |
| 76 | XOMEXXON MOBIL CORP | 7,530 | $1.0M | 0.2% |
| 77 | BABAALIBABA GROUP HLDG LTD | 10,452 | $1.0M | 0.2% |
| 78 | NFLXNETFLIX INC. | 13,967 | $997,208 | 0.2% |
| 79 | COSTCOSTCO WHOLESALE CORPORATION | 1,060 | $991,665 | 0.2% |
| 80 | ESGVVANGUARD WORLD FD | 7,312 | $966,939 | 0.2% |
| 81 | BHPBHP BILLITON LIMITED | 11,315 | $942,653 | 0.2% |
| 82 | MRKMERCK & CO INC | 7,298 | $937,774 | 0.2% |
| 83 | NULGNUSHARES ETF TR | 7,998 | $936,246 | 0.2% |
| 84 | AMATAPPLIED MATLS INC | 1,294 | $935,683 | 0.2% |
| 85 | SMHVANECK ETF TRUST | 1,418 | $930,052 | 0.2% |
| 86 | MAMASTERCARD INCORPORATED | 1,800 | $924,496 | 0.2% |
| 87 | DFAXDIMENSIONAL ETF TRUST | 24,406 | $899,125 | 0.2% |
| 88 | BACBANK OF AMER CORP | 15,521 | $884,409 | 0.2% |
| 89 | GLWCORNING INC | 3,449 | $880,978 | 0.2% |
| 90 | CCITIGROUP INC | 6,276 | $878,391 | 0.2% |
| 91 | GEGE AEROSPACE | 2,326 | $869,297 | 0.2% |
| 92 | RTXRTX CORPORATION | 4,521 | $857,681 | 0.2% |
| 93 | ETNEATON CORP PLC | 1,996 | $850,342 | 0.2% |
| 94 | CRWVCOREWEAVE INC | 8,514 | $847,484 | 0.2% |
| 95 | SNDKSANDISK CORP | 371 | $843,554 | 0.2% |
| 96 | MSMORGAN STANLEY | 4,016 | $839,573 | 0.2% |
| 97 | GMGENERAL MTRS CO | 10,588 | $816,125 | 0.2% |
| 98 | HDHOME DEPOT INC | 2,273 | $801,572 | 0.2% |
| 99 | BTIBRITISH AMERN TOB PLC | 12,958 | $800,301 | 0.2% |
| 100 | GEVGE VERNOVA INC | 633 | $743,686 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.