May Hill Capital, LLC Top Holdings and 13F Report (2026) About May Hill Capital, LLCInvestment ActivityMay Hill Capital, LLC has $510.01 million in total holdings as of June 30, 2026.May Hill Capital, LLC owns shares of 268 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 8.44% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, May Hill Capital, LLC has purchased 256 new stocks and bought additional shares in 156 stocks.May Hill Capital, LLC sold shares of 66 stocks and completely divested from 18 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $78,004,890iShares Russell 1000 ETF $33,791,493Keysight Technologies $20,277,443iShares S&P 500 Growth ETF $14,993,542iShares Core MSCI EAFE ETF $14,286,746 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,383,305 Holding00206R102 - AT&T $362,599 Holding040413205 - ARISTA NETWORKS INC $325,133 Holding718546104 - Phillips 66 $312,755 Holding46120E602 - Intuitive Surgical $299,686 Holding Largest Purchases this Quarter International Business Machines 21,311 shares (about $4.69M)iShares Core MSCI EAFE ETF 45,240 shares (about $4.38M)iShares National Muni Bond ETF 29,065 shares (about $2.94M)iShares Core U.S. Aggregate Bond ETF 25,744 shares (about $2.43M)iShares Core S&P 500 ETF 2,808 shares (about $2.15M) Largest Sales this Quarter iShares U.S. Equity Factor Rotation Active ETF 14,707 shares (about $1.02M)Vanguard Tax-Exempt Bond ETF 8,282 shares (about $392.24K)iShares Russell 1000 ETF 834 shares (about $347.05K)ISHARES TR 5,047 shares (about $234.74K)Alibaba Group 2,100 shares (about $225.83K) 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$78,004,890$2,150,507 ▲2.8%101,85415.3%ETFIWBiShares Russell 1000 ETF$33,791,493$347,053 ▼-1.0%81,2046.6%ETFKEYSKeysight Technologies$20,277,443$54,242 ▲0.3%55,7014.0%TechnologyIVWiShares S&P 500 Growth ETF$14,993,542$1,041,347 ▲7.5%105,3952.9%ETFIEFAiShares Core MSCI EAFE ETF$14,286,746$4,382,865 ▲44.3%147,4682.8%ETFMUBiShares National Muni Bond ETF$13,555,993$2,938,471 ▲27.7%134,0852.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$13,379,272$448,814 ▲3.5%164,8512.6%ETFIJHiShares Core S&P Mid-Cap ETF$12,889,165$620,351 ▲5.1%179,1412.5%ETFNVDANVIDIA$11,784,586$1,006,923 ▲9.3%51,6012.3%TechnologyIVEiShares S&P 500 Value ETF$11,555,568$720,454 ▲6.6%50,6202.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$11,357,228$1,018,604 ▼-8.2%163,9802.2%ETFAAPLApple$11,256,321$807,900 ▲7.7%33,8012.2%TechnologyIJRiShares Core S&P Small-Cap ETF$10,515,437$577,623 ▲5.8%77,2972.1%ETFMSFTMicrosoft$8,792,990$725,227 ▲9.0%17,1441.7%TechnologyBLACKROCK ETF TRUST II$8,112,413$800,396 ▲10.9%169,5771.6%ISHA TOTA RE ETFVBVanguard Small-Cap ETF$6,008,995$147,650 ▼-2.4%21,1221.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,663,111$2,433,827 ▲75.4%59,9021.1%ETFVOVanguard Mid-Cap ETF$5,523,595$208,284 ▼-3.6%70,4361.1%ETFAMZNAmazon.com$5,482,670$516,974 ▲10.4%22,0061.1%Consumer DiscretionaryIBMInternational Business Machines$5,169,166$4,686,866 ▲971.8%23,5041.0%TechnologyVTIVanguard Total Stock Market ETF$4,895,728$49,399 ▼-1.0%13,0821.0%ETFMETAMeta Platforms$4,655,099$337,221 ▲7.8%6,4190.9%Communication ServicesIYWiShares U.S. Technology ETF$4,433,923$263,047 ▲6.3%16,7380.9%ETFISHARES TR$4,399,729$234,737 ▼-5.1%94,5970.9%LONG TERM MUNIGLOBAL X FDS$4,113,889$74,318 ▼-1.8%68,4740.8%DEFENSE TECH ETFGOOGLAlphabet$4,004,002$328,936 ▲9.0%11,6370.8%Communication ServicesGOOGAlphabet$3,717,143$224,548 ▲6.4%10,9090.7%Communication ServicesVOOVanguard S&P 500 ETF$3,682,8130.0%5,2550.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,448,992$38,743 ▲1.1%20,7420.7%ETFTSMTaiwan Semiconductor Manufacturing$3,399,981$157,842 ▲4.9%7,4530.7%TechnologyAVGOBroadcom$3,248,191$247,240 ▲8.2%9,2490.6%TechnologyBLACKROCK ETF TRUST$3,120,940$403,803 ▲14.9%66,1360.6%ISHA I IN TE ETFVEAVanguard FTSE Developed Markets ETF$2,979,834$26,408 ▼-0.9%42,2010.6%ETFBTHMBlackRock Future U.S. Themes ETF$2,728,576$167,301 ▲6.5%62,0410.5%ETFVUGVanguard Growth ETF$2,719,844$811 ▲0.0%30,1840.5%ETFIAGGiShares Core International Aggregate Bond ETF$2,695,156$524,075 ▲24.1%54,7800.5%ETFJPMJPMorgan Chase & Co.$2,646,265$166,405 ▲6.7%7,9990.5%FinanceHAEHaemonetics$2,642,293$284,837 ▲12.1%25,0930.5%HealthcareBRK.BBerkshire Hathaway$2,487,260$191,213 ▲8.3%4,9950.5%FinanceMUMicron Technology$2,411,966$227,886 ▲10.4%2,2650.5%TechnologyTLHiShares 10-20 Year Treasury Bond ETF$2,356,843$264,155 ▲12.6%25,5710.5%ETFSPYSPDR S&P 500 ETF Trust$2,324,231$92,268 ▲4.1%3,0480.5%ETFSCHMSchwab U.S. Mid-Cap ETF$2,314,483$18,337 ▼-0.8%68,0330.5%ETFVXFVanguard Extended Market ETF$2,310,059$2,548 ▼-0.1%9,9730.5%ETFSUBiShares Short-Term National Muni Bond ETF$2,298,594$50,283 ▼-2.1%21,9880.5%ETFLLYEli Lilly and Company$2,119,721$85,622 ▲4.2%1,8320.4%HealthcareASMLASML$2,063,5230.0%1,1390.4%TechnologySCHFSchwab International Equity ETF$2,002,951$13,076 ▼-0.6%72,9140.4%ETFGOVTiShares U.S. Treasury Bond ETF$1,913,605$164,944 ▲9.4%87,4990.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,893,933$392,237 ▼-17.2%39,9900.4%ETFBABoeing$1,843,926$26,047 ▼-1.4%9,9110.4%IndustrialsLAM RESEARCH CORP$1,795,312$92,312 ▲5.4%5,4650.4%COM NEWVWOVanguard FTSE Emerging Markets ETF$1,765,842$15,895 ▼-0.9%29,7730.3%ETFSHELShell$1,765,554$250,457 ▲16.5%18,5750.3%EnergyTSLATesla$1,731,473$171,373 ▲11.0%4,8800.3%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,675,828$8,336 ▼-0.5%6,0310.3%ETFAMDAdvanced Micro Devices$1,671,328$165,787 ▲11.0%2,7320.3%TechnologyBSXBoston Scientific$1,638,010$28,416 ▲1.8%37,5260.3%HealthcareVTVVanguard Value ETF$1,582,743$864 ▲0.1%7,3250.3%ETFTTMITTM Technologies$1,565,473$55,401 ▼-3.4%12,7440.3%TechnologySPEMSPDR Portfolio Emerging Markets ETF$1,552,970$10,507 ▼-0.7%30,0030.3%ETFBINCiShares Flexible Income Active ETF$1,513,270$116,003 ▲8.3%29,7950.3%ETFJNJJohnson & Johnson$1,512,494$84,983 ▲6.0%5,7130.3%HealthcareVGTVanguard Information Technology ETF$1,420,5740.0%11,3040.3%ETFIAUiShares Gold Trust$1,403,982$248,042 ▲21.5%17,9770.3%ETFVVisa$1,399,976$114,269 ▲8.9%3,8960.3%FinanceHSBCHSBC$1,398,186$47,371 ▲3.5%14,0790.3%FinanceEXXONMOBIL HOLDINGS CORP$1,383,305$1,383,305 ▲New Holding8,5000.3%COM SHS *A*NVSNovartis$1,344,007$49,329 ▲3.8%9,4270.3%HealthcareRPGInvesco S&P 500 Pure Growth ETF$1,214,1110.0%20,8000.2%ETFSAPSAP$1,209,189$652,545 ▲117.2%5,8000.2%TechnologyCOSTCostco Wholesale$1,194,433$229,419 ▲23.8%1,3120.2%Consumer StaplesMAMastercard$1,180,165$187,503 ▲18.9%2,1400.2%FinanceWALMART INC$1,169,656$112,549 ▲10.6%11,2550.2%COMGSThe Goldman Sachs Group$1,162,378$12,605 ▼-1.1%1,2910.2%FinanceMRKMerck & Co., Inc.$1,136,163$75,705 ▲7.1%7,8190.2%HealthcareBHPBHP Group$1,117,682$157,718 ▲16.4%13,1740.2%MaterialsABBVAbbVie$1,108,617$36,884 ▲3.4%4,2380.2%HealthcareNFLXNetflix$1,044,117$72,294 ▲7.4%15,0060.2%Communication ServicesCSCOCisco Systems$1,025,159$33,903 ▲3.4%9,5250.2%TechnologyCATCaterpillar$1,005,385$161,348 ▲19.1%1,2400.2%IndustrialsESGVVanguard ESG U.S. Stock ETF$990,9950.0%7,3120.2%ETFINTCIntel$943,685$26,691 ▲2.9%7,8490.2%TechnologyETNEaton$914,230$56,710 ▲6.6%2,1280.2%IndustrialsNULGNuveen ESG Large-Cap Growth ETF$909,2930.0%7,9980.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$908,843$5,331 ▲0.6%24,5500.2%ETFBABAAlibaba Group$898,174$225,834 ▼-20.1%8,3520.2%Consumer DiscretionarySMHVanEck Semiconductor ETF$863,5620.0%1,4180.2%ETFBACBank of America$857,137$12,355 ▲1.5%15,7480.2%FinanceGMGeneral Motors$842,613$27,335 ▲3.4%10,9430.2%Consumer DiscretionaryRTXRTX$837,570$1,671 ▼-0.2%4,5120.2%IndustrialsPANWPalo Alto Networks$820,445$28,606 ▲3.6%2,0650.2%TechnologyCCitigroup$816,570$4,014 ▲0.5%6,3070.2%FinancePALANTIR TECHNOLOGIES INC$812,557$96,519 ▲13.5%4,3440.2%CL ASANBanco Santander$789,693$93,380 ▲13.4%57,1000.2%FinanceMSMorgan Stanley$771,193$15,800 ▲2.1%4,1000.2%FinancePMPhilip Morris International$756,992$29,959 ▲4.1%3,9670.1%Consumer StaplesKOCoca-Cola$753,830$22,468 ▲3.1%8,7570.1%Consumer StaplesSONYSony$748,183$150,074 ▲25.1%31,7970.1%Consumer DiscretionaryCOREWEAVE INC$741,827$87 ▲0.0%8,5150.1%COM CL AShowing largest 100 holdings. 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