May Hill Capital, LLC Top Holdings and 13F Report (2026) About May Hill Capital, LLCInvestment ActivityMay Hill Capital, LLC has $478.74 million in total holdings as of June 30, 2026.May Hill Capital, LLC owns shares of 256 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 10.02% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, May Hill Capital, LLC has purchased 223 new stocks and bought additional shares in 134 stocks.May Hill Capital, LLC sold shares of 68 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $74,174,367iShares Russell 1000 ETF $33,594,627Keysight Technologies $19,447,138iShares S&P 500 Growth ETF $13,488,202iShares Core MSCI Emerging Markets ETF $13,198,116 Largest New Holdings this Quarter 670100205 - Novo Nordisk A/S $696,520 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $508,748 Holding22788C105 - CrowdStrike $411,332 Holding861012102 - STMicroelectronics $340,075 Holding573874104 - Marvell Technology $330,127 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 8,217 shares (about $6.15M)Vanguard Mid-Cap ETF 54,426 shares (about $4.39M)Vanguard Growth ETF 25,120 shares (about $2.16M)iShares Core U.S. Aggregate Bond ETF 19,372 shares (about $1.92M)iShares National Muni Bond ETF 17,702 shares (about $1.91M) Largest Sales this Quarter BlackRock Future U.S. Themes ETF 38,271 shares (about $1.65M)iShares S&P 500 Value ETF 6,293 shares (about $1.43M)iShares Core MSCI Emerging Markets ETF 16,986 shares (about $1.41M)BLACKROCK ETF TRUST 16,416 shares (about $865.45K)iShares Core MSCI EAFE ETF 7,220 shares (about $697.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMay Hill Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$74,174,367$6,153,613 â–²9.0%99,04615.5%ETFIWBiShares Russell 1000 ETF$33,594,627$627,765 â–¼-1.8%82,0387.0%ETFKEYSKeysight Technologies$19,447,138$296,510 â–²1.5%55,5524.1%TechnologyIVWiShares S&P 500 Growth ETF$13,488,202$62,713 â–²0.5%98,0752.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$13,198,116$1,407,116 â–¼-9.6%159,3212.8%ETFIJHiShares Core S&P Mid-Cap ETF$13,148,695$207,965 â–²1.6%170,5192.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$12,152,477$747,904 â–²6.6%178,6872.5%ETFMUBiShares National Muni Bond ETF$11,302,298$1,905,097 â–²20.3%105,0202.4%ETFIJRiShares Core S&P Small-Cap ETF$10,834,208$191,765 â–²1.8%73,0512.3%ETFIVEiShares S&P 500 Value ETF$10,777,129$1,428,882 â–¼-11.7%47,4642.3%ETFIEFAiShares Core MSCI EAFE ETF$9,873,226$697,311 â–¼-6.6%102,2282.1%ETFNVDANVIDIA$9,442,603$832,971 â–²9.7%47,1922.0%TechnologyAAPLApple$9,078,560$582,764 â–²6.9%31,3751.9%TechnologyBLACKROCK ETF TRUST II$7,691,971$894,778 â–²13.2%152,8461.6%ISHA TOTA RE ETFVBVanguard Small-Cap ETF$6,559,945$110,641 â–¼-1.7%21,6411.4%ETFVOVanguard Mid-Cap ETF$5,889,009$4,385,093 â–²291.6%73,0921.2%ETFMSFTMicrosoft$5,867,714$609,526 â–²11.6%15,7301.2%TechnologyISHARES TR$5,103,769$1,568,255 â–²44.4%99,6441.1%LONG TERM MUNIVTIVanguard Total Stock Market ETF$4,889,576$389,642 â–²8.7%13,2141.0%ETFAMZNAmazon.com$4,750,393$311,990 â–²7.0%19,9311.0%Consumer DiscretionaryGLOBAL X FDS$4,162,430$870,509 â–²26.4%69,7110.9%DEFENSE TECH ETFIYWiShares U.S. Technology ETF$3,971,397$511,275 â–²14.8%15,7450.8%ETFGOOGLAlphabet$3,816,974$268,021 â–²7.6%10,6810.8%Communication ServicesGOOGAlphabet$3,621,640$284,078 â–²8.5%10,2500.8%Communication ServicesVOOVanguard S&P 500 ETF$3,608,983$10,302 â–¼-0.3%5,2550.8%ETFTSMTaiwan Semiconductor Manufacturing$3,394,152$114,619 â–²3.5%7,1070.7%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,380,971$1,917,447 â–²131.0%34,1580.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,368,975$111,702 â–¼-3.2%20,5090.7%ETFMETAMeta Platforms$3,353,939$280,528 â–²9.1%5,9540.7%Communication ServicesAVGOBroadcom$3,227,899$209,653 â–²6.9%8,5450.7%TechnologyBLACKROCK ETF TRUST$3,035,545$865,446 â–¼-22.2%57,5790.6%ISHA I IN TE ETFVEAVanguard FTSE Developed Markets ETF$3,033,454$44,959 â–¼-1.5%42,5750.6%ETFVUGVanguard Growth ETF$2,599,238$2,163,806 â–²496.9%30,1750.5%ETFSCHMSchwab U.S. Mid-Cap ETF$2,528,251$64,449 â–¼-2.5%68,5720.5%ETFBTHMBlackRock Future U.S. Themes ETF$2,510,591$1,649,859 â–¼-39.7%58,2370.5%ETFTTMITTM Technologies$2,467,729$31,793 â–¼-1.3%13,1950.5%TechnologyVXFVanguard Extended Market ETF$2,458,175$66,723 â–¼-2.6%9,9840.5%ETFJPMJPMorgan Chase & Co.$2,453,610$131,911 â–²5.7%7,4960.5%FinanceVTEBVanguard Tax-Exempt Bond ETF$2,441,614$89,325 â–¼-3.5%48,2720.5%ETFSUBiShares Short-Term National Muni Bond ETF$2,392,277$429,500 â–²21.9%22,4690.5%ETFMBBiShares MBS ETF$2,385,259$282,053 â–²13.4%25,2350.5%ETFMUMicron Technology$2,367,992$736,606 â–²45.2%2,0510.5%TechnologyBRK.BBerkshire Hathaway$2,307,298$114,589 â–²5.2%4,6110.5%FinanceTLHiShares 10-20 Year Treasury Bond ETF$2,278,418$94,629 â–¼-4.0%22,7050.5%ETFASMLASML$2,266,006$9,947 â–²0.4%1,1390.5%TechnologyLAM RESEARCH CORP$2,246,386$59,366 â–¼-2.6%5,1840.5%COM NEWIAGGiShares Core International Aggregate Bond ETF$2,232,882$227,195 â–²11.3%44,1280.5%ETFSPYSPDR S&P 500 ETF Trust$2,185,463$6,720 â–¼-0.3%2,9270.5%ETFBABoeing$2,175,722$66,889 â–¼-3.0%10,0510.5%IndustrialsLLYEli Lilly and Company$2,108,356$322,610 â–²18.1%1,7580.4%HealthcareSCHFSchwab International Equity ETF$2,032,906$5,872 â–¼-0.3%73,3900.4%ETFTSLATesla$1,849,378$370,128 â–²25.0%4,3970.4%Consumer DiscretionaryGOVTiShares U.S. Treasury Bond ETF$1,821,419$466,101 â–²34.4%79,9570.4%ETFIWMiShares Russell 2000 ETF$1,821,072$71,208 â–¼-3.8%6,0610.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,793,174$34,024 â–¼-1.9%30,0410.4%ETFHAEHaemonetics$1,679,100$3,000 â–²0.2%22,3880.4%HealthcareVTVVanguard Value ETF$1,595,400$49,250 â–¼-3.0%7,3210.3%ETFBSXBoston Scientific$1,573,825$9,219 â–²0.6%36,8750.3%HealthcareSPEMSPDR Portfolio Emerging Markets ETF$1,564,081$22,058 â–¼-1.4%30,2060.3%ETFBINCiShares Flexible Income Active ETF$1,439,935$142,627 â–²11.0%27,5110.3%ETFAMDAdvanced Micro Devices$1,429,620$371,202 â–²35.1%2,4610.3%TechnologyNVSNovartis$1,423,174$9,717 â–²0.7%9,0810.3%HealthcareJNJJohnson & Johnson$1,369,433$62,732 â–²4.8%5,3920.3%HealthcareVGTVanguard Information Technology ETF$1,351,054$1,174,164 â–²663.8%11,3040.3%ETFRPGInvesco S&P 500 Pure Growth ETF$1,328,0960.0%20,8000.3%ETFGSThe Goldman Sachs Group$1,319,848$87,990 â–²7.1%1,3050.3%FinanceHSBCHSBC$1,293,414$115,629 â–²9.8%13,6020.3%FinanceSHELShell$1,235,988$11,553 â–¼-0.9%15,9400.3%EnergyVVisa$1,227,597$134,837 â–²12.3%3,5780.3%FinanceWALMART INC$1,152,117$34,545 â–¼-2.9%10,1720.2%COMIAUiShares Gold Trust$1,117,602$52,856 â–²5.0%14,8010.2%ETFCATCaterpillar$1,108,564$78,803 â–²7.7%1,0410.2%IndustrialsCSCOCisco Systems$1,081,788$55,205 â–²5.4%9,2100.2%TechnologyINTCIntel$1,064,958$233,880 â–²28.1%7,6270.2%TechnologyABBVAbbVie$1,031,004$66,939 â–²6.9%4,0970.2%HealthcareXOMExxonMobil$1,029,442$8,476 â–¼-0.8%7,5300.2%EnergyBABAAlibaba Group$1,003,183$7,582 â–²0.8%10,4520.2%Consumer DiscretionaryNFLXNetflix$997,208$79,037 â–¼-7.3%13,9670.2%Communication ServicesCOSTCostco Wholesale$991,665$87,005 â–¼-8.1%1,0600.2%Consumer StaplesESGVVanguard ESG U.S. Stock ETF$966,9390.0%7,3120.2%ETFBHPBHP Group$942,653$244,682 â–²35.1%11,3150.2%MaterialsMRKMerck & Co., Inc.$937,774$1,285 â–¼-0.1%7,2980.2%HealthcareNULGNuveen ESG Large-Cap Growth ETF$936,2460.0%7,9980.2%ETFAMATApplied Materials$935,683$26,754 â–²2.9%1,2940.2%TechnologySMHVanEck Semiconductor ETF$930,052$7,215 â–²0.8%1,4180.2%ETFMAMastercard$924,496$118,130 â–²14.6%1,8000.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$899,125$12,047 â–²1.4%24,4060.2%ETFBACBank of America$884,409$174,648 â–²24.6%15,5210.2%FinanceGLWCorning$880,978$126,438 â–²16.8%3,4490.2%TechnologyCCitigroup$878,391$24,773 â–²2.9%6,2760.2%FinanceGEGE Aerospace$869,297$13,454 â–²1.6%2,3260.2%IndustrialsRTXRTX$857,681$60,897 â–²7.6%4,5210.2%IndustrialsETNEaton$850,342$14,911 â–²1.8%1,9960.2%IndustrialsCOREWEAVE INC$847,484$255,818 â–¼-23.2%8,5140.2%COM CL ASANDISK CORP$843,554$20,464 â–²2.5%3710.2%COMMSMorgan Stanley$839,573$28,432 â–²3.5%4,0160.2%FinanceGMGeneral Motors$816,125$231 â–²0.0%10,5880.2%Consumer DiscretionaryHDHome Depot$801,572$238,744 â–²42.4%2,2730.2%Consumer DiscretionaryBTIBritish American Tobacco$800,301$98,571 â–²14.0%12,9580.2%Consumer StaplesGE VERNOVA INC$743,686$27,022 â–²3.8%6330.2%COMShowing largest 100 holdings. 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