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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) |
|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 4,296 shares | $268,084 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 544 shares | $267,528 |
| RELX PLC | SPONSORED ADR | 759530108 | — | 8,043 shares | $266,864 |
| SUMITOMO MITSUI FIN GRP INC | SPONSORED ADR | 86562M209 | — | 10,277 shares | $266,279 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 392 shares | $264,630 |
| UNION PAC CORP | COM | 907818108 | — | 970 shares | $263,975 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 2,154 shares | $263,563 |
| THE CIGNA GROUP | COM | 125523100 | — | 960 shares | $260,966 |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | — | 3,909 shares | $260,890 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 5,295 shares | $260,616 |
| PEPSICO INC | COM | 713448108 | — | 2,045 shares | $259,171 |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | — | 14,050 shares | $255,570 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 1,148 shares | $255,160 |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | — | 7,926 shares | $254,028 |
| 10X GENOMICS INC | CL A COM | 88025U109 | — | 2,807 shares | $253,641 |
| TJX COS INC NEW | COM | 872540109 | — | 1,917 shares | $253,641 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | — | 12,099 shares | $252,506 |
| MARATHON PETE CORP | COM | 56585A102 | — | 636 shares | $251,509 |
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 465562106 | — | 29,428 shares | $251,021 |
| JD.COM INC | SPON ADS CL A | 47215P106 | — | 9,325 shares | $248,045 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 4,561 shares | $243,557 |
| DISNEY WALT CO | COM | 254687106 | — | 2,300 shares | $241,270 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 726 shares | $240,757 |
| BIOGEN INC | COM | 09062X103 | — | 1,061 shares | $239,659 |
| QUALCOMM INC | COM | 747525103 | — | 1,300 shares | $239,261 |
| MODERNA INC | COM | 60770K107 | — | 1,238 shares | $238,402 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 1,277 shares | $234,163 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 3,128 shares | $232,786 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 2,322 shares | $231,529 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 3,613 shares | $230,835 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 4,320 shares | $230,515 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 723 shares | $229,335 |
| S&P GLOBAL INC | COM | 78409V104 | — | 581 shares | $229,222 |
| MCDONALDS CORP | COM | 580135101 | — | 992 shares | $229,092 |
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 02390A101 | — | 10,803 shares | $228,916 |
| VALE S A | SPONSORED ADS | 91912E105 | — | 17,038 shares | $228,480 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 4,145 shares | $227,561 |
| HONDA MOTOR CO LTD | ADR ECH CNV IN 3 | 438128308 | — | 7,187 shares | $227,109 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 728 shares | $224,956 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 8,041 shares | $224,089 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | — | 923 shares | $221,926 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | — | 9,911 shares | $221,412 |
| AFLAC INC | COM | 001055102 | — | 1,962 shares | $219,312 |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | — | 3,588 shares | $219,029 |
| HUBSPOT INC | COM | 443573100 | — | 1,068 shares | $218,919 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 1,400 shares | $217,292 |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | 921935607 | — | 1,211 shares | $216,115 |
| MOODYS CORP | COM | 615369105 | — | 469 shares | $213,000 |
| ENI SPA | SPONSORED ADR | 26874R108 | — | 3,904 shares | $211,987 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 485 shares | $211,135 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 542 shares | $206,415 |
| RYDER SYS INC | COM | 783549108 | — | 898 shares | $204,618 |
| HALEON PLC | SPON ADS | 405552100 | — | 22,564 shares | $203,076 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 990 shares | $201,889 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 19,112 shares | $193,796 |
| AEGON LTD | AMER REG 1 CERT | 0076CA104 | — | 19,211 shares | $165,791 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | — | 14,994 shares | $161,335 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 13,703 shares | $151,418 |
| JBG SMITH PPTYS | COM | 46590V100 | — | 14,731 shares | $147,899 |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | 294821608 | — | 14,380 shares | $131,577 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 | — | 22,764 shares | $120,877 |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | — | 10,996 shares | $104,572 |
| MEDICAL PROPERTIES TRUST INC | COM | 58463J304 | — | 27,547 shares | $95,313 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 31,851 shares | $93,005 |
| BANCO SANTANDER BRASIL S A | ADS REP 1 UNIT | 05967A107 | — | 13,165 shares | $73,329 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | — | 10,917 shares | $41,375 |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | — | 15,448 shares | $25,798 |
| MEDICUS PHARMA LTD | COM | 58471K202 | — | 50,622 shares | $8,150 |