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May Hill Capital, LLC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $510,013,439
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $78,004,890
- ISHARES TR · RUS 1000 ETF · 464287622 · shares: $33,791,493
- KEYSIGHT TECHNOLOGIES INC · COM · 49338L103 · shares: $20,277,443
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $14,993,542
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $14,286,746
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $13,555,993
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $13,379,272
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $12,889,165
- NVIDIA CORPORATION · COM · 67066G104 · shares: $11,784,586
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $11,555,568
Reported holdings
268 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 025816109 | — | 2,349 shares | $714,334 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,284 shares | $713,272 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,300 shares | $664,983 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | — | 12,214 shares | $664,415 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 10,645 shares | $646,471 |
| HOME DEPOT INC | COM | 437076102 | — | 2,254 shares | $641,187 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,725 shares | $633,213 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 14,193 shares | $631,021 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | — | 8,575 shares | $630,016 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 110,796 shares | $623,781 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 6,512 shares | $613,235 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 1,408 shares | $607,742 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 4,173 shares | $606,293 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 3,277 shares | $600,019 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 25,942 shares | $598,482 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 13,398 shares | $595,560 |
| CHUBB LIMITED | COM | H1467J104 | — | 1,810 shares | $588,547 |
| SANDISK CORP | COM | 80004C200 | — | 338 shares | $588,083 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 2,204 shares | $583,509 |
| GE VERNOVA INC | COM | 36828A101 | — | 612 shares | $581,700 |
| EMERSON ELEC CO | COM | 291011104 | — | 3,654 shares | $566,735 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 10,821 shares | $566,603 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 6,583 shares | $555,770 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 4,304 shares | $538,604 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 14,133 shares | $535,782 |
| CORNING INC | COM | 219350105 | — | 3,456 shares | $531,333 |
| EQUINOR ASA | SPONSORED ADR | 29446M102 | — | 12,708 shares | $528,653 |
| AMGEN INC | COM | 031162100 | — | 1,219 shares | $513,998 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 10,096 shares | $506,931 |
| VORNADO RLTY TR | SH BEN INT | 929042109 | — | 14,793 shares | $501,187 |
| KLA CORP | COM NEW | 482480100 | — | 2,562 shares | $499,392 |
| CSX CORP | COM | 126408103 | — | 10,700 shares | $497,657 |
| LEGG MASON ETF INVT | CLEARBRIDGE LRG | 524682200 | — | 5,464 shares | $494,780 |
| BP PLC | SPONSORED ADR | 055622104 | — | 11,221 shares | $493,610 |
| BLACKROCK INC | COM | 09290D101 | — | 464 shares | $491,047 |
| ORACLE CORP | COM | 68389X105 | — | 3,432 shares | $471,217 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 3,197 shares | $467,337 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 2,857 shares | $465,434 |
| CUMMINS INC | COM | 231021106 | — | 888 shares | $458,714 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 990 shares | $449,917 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 9,269 shares | $446,488 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 827 shares | $444,885 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,968 shares | $442,384 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 4,829 shares | $436,738 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 975 shares | $434,860 |
| LINDE PLC | SHS | G54950103 | — | 909 shares | $431,471 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 | — | 12,115 shares | $430,080 |
| BARCLAYS PLC | ADR | 06738E204 | — | 17,531 shares | $425,475 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | — | 17,031 shares | $417,089 |
| PFIZER INC | COM | 717081103 | — | 14,575 shares | $415,677 |
| ALEXANDERS INC | COM | 014752109 | — | 1,664 shares | $410,176 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,989 shares | $406,130 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 4,157 shares | $394,881 |
| URBAN EDGE PPTYS | COM | 91704F104 | — | 20,213 shares | $394,760 |
| WELLTOWER INC | COM | 95040Q104 | — | 1,683 shares | $387,494 |
| DEERE & CO | COM | 244199105 | — | 571 shares | $383,455 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 4,437 shares | $376,966 |
| AMPHENOL CORP | CL A | 032095101 | — | 4,426 shares | $373,112 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 2,506 shares | $371,640 |
| WELLS FARGO & CO | COM | 949746101 | — | 4,629 shares | $370,567 |
| SOUTHERN CO | COM | 842587107 | — | 4,429 shares | $367,158 |
| NATWEST GROUP PLC | SPONS ADR | 639057207 | — | 20,065 shares | $364,188 |
| SALESFORCE INC | COM | 79466L302 | — | 1,581 shares | $362,956 |
| AT&T INC | COM | 00206R102 | — | 14,861 shares | $362,599 |
| TOTALENERGIES SE | ACT | F92124100 | — | 4,237 shares | $362,264 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 7,257 shares | $360,981 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 2,235 shares | $360,885 |
| LOWES COS INC | COM | 548661107 | — | 1,916 shares | $353,103 |
| NETEASE COM INC | SPONSORED ADS | 64110W102 | — | 2,908 shares | $352,333 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 1,321 shares | $351,201 |
| METLIFE INC | COM | 59156R108 | — | 3,717 shares | $349,993 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 1,879 shares | $344,364 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 1,780 shares | $343,568 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 643 shares | $336,167 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 3,039 shares | $330,765 |
| SERVICENOW INC | COM | 81762P102 | — | 2,453 shares | $328,727 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,236 shares | $326,687 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,597 shares | $325,133 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 | — | 4,263 shares | $323,241 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,822 shares | $321,717 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 2,864 shares | $317,818 |
| BELDEN INC | COM | 077454106 | — | 2,939 shares | $317,206 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 889 shares | $316,197 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 234 shares | $315,249 |
| PHILLIPS 66 | COM | 718546104 | — | 1,225 shares | $312,755 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 641 shares | $309,918 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 3,602 shares | $307,335 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 787 shares | $305,049 |
| ANALOG DEVICES INC | COM | 032654105 | — | 767 shares | $304,281 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 1,345 shares | $304,212 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 737 shares | $299,686 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,158 shares | $298,833 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 1,913 shares | $297,816 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 635 shares | $287,007 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 3,346 shares | $286,418 |
| WORKDAY INC | CL A | 98138H101 | — | 1,488 shares | $283,404 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 2,347 shares | $278,415 |
| TEXAS INSTRS INC | COM | 882508104 | — | 990 shares | $277,423 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,590 shares | $271,895 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 294 shares | $271,168 |