Filed: 4/30/2025ACC: 0001951757-25-000481
📋 What this filing means
MAY HILL CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $265.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$265.09M
Total AUM (reported)
2.52M
Total Shares
Allocation by class
COM$53.33M20.1%
CORE S&P500 ETF$49.37M18.6%
RUS 1000 ETF$26.39M10.0%
CORE S&P MCP ETF$11.14M4.2%
CORE MSCI EMKT$7.87M3.0%
NATIONAL MUN ETF$7.32M2.8%
CORE S&P SCP ETF$6.73M2.5%
Portfolio Concentration
Top 3$86.91M32.8%
4–10$46.92M17.7%
11–25$47.88M18.1%
Rest$83.37M31.5%
Top 3 weight
32.8%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 2.52M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.52M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole184
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings184
Rows:
ISHARES TR
SOLEShares87.87K
TypeSH
Market value$49.37M
18.63%
Sole
0.00
Shared
0.00
None
87.87K
ISHARES TR
SOLEShares86.04K
TypeSH
Market value$26.39M
9.96%
Sole
0.00
Shared
0.00
None
86.04K
ISHARES TR
SOLEShares190.95K
TypeSH
Market value$11.14M
4.20%
Sole
0.00
Shared
0.00
None
190.95K
ISHARES INC
SOLEShares145.86K
TypeSH
Market value$7.87M
2.97%
Sole
0.00
Shared
0.00
None
145.86K
ISHARES TR
SOLEShares69.47K
TypeSH
Market value$7.32M
2.76%
Sole
0.00
Shared
0.00
None
69.47K
ISHARES TR
SOLEShares64.36K
TypeSH
Market value$6.73M
2.54%
Sole
0.00
Shared
0.00
None
64.36K
VANGUARD INDEX FDS
SOLEShares25.55K
TypeSH
Market value$6.61M
2.49%
Sole
0.00
Shared
0.00
None
25.55K
ISHARES TR
SOLEShares82.27K
TypeSH
Market value$6.22M
2.35%
Sole
0.00
Shared
0.00
None
82.27K
BOSTON SCIENTIFIC CORP
SOLEShares60.62K
TypeSH
Market value$6.12M
2.31%
Sole
0.00
Shared
0.00
None
60.62K
VANGUARD INDEX FDS
SOLEShares27.28K
TypeSH
Market value$6.05M
2.28%
Sole
0.00
Shared
0.00
None
27.28K
ISHARES TR
SOLEShares52.34K
TypeSH
Market value$5.18M
1.95%
Sole
0.00
Shared
0.00
None
52.34K
ISHARES TR
SOLEShares37.04K
TypeSH
Market value$4.52M
1.70%
Sole
0.00
Shared
0.00
None
37.04K
APPLE INC
SOLEShares20.31K
TypeSH
Market value$4.51M
1.70%
Sole
0.00
Shared
0.00
None
20.31K
MICROSOFT CORP
SOLEShares9.76K
TypeSH
Market value$3.66M
1.38%
Sole
0.00
Shared
0.00
None
9.76K
VANGUARD INDEX FDS
SOLEShares6.86K
TypeSH
Market value$3.53M
1.33%
Sole
0.00
Shared
0.00
None
6.86K
NVIDIA CORPORATION
SOLEShares31.52K
TypeSH
Market value$3.42M
1.29%
Sole
0.00
Shared
0.00
None
31.52K
VANGUARD MUN BD FDS
SOLEShares64.35K
TypeSH
Market value$3.19M
1.20%
Sole
0.00
Shared
0.00
None
64.35K
ISHARES TR
SOLEShares29.45K
TypeSH
Market value$3.11M
1.17%
Sole
0.00
Shared
0.00
None
29.45K
SCHWAB STRATEGIC TR
SOLEShares117.47K
TypeSH
Market value$3.08M
1.16%
Sole
0.00
Shared
0.00
None
117.47K
META PLATFORMS INC
SOLEShares4.95K
TypeSH
Market value$2.85M
1.08%
Sole
0.00
Shared
0.00
None
4.95K
VANGUARD TAX-MANAGED FDS
SOLEShares49.70K
TypeSH
Market value$2.53M
0.95%
Sole
0.00
Shared
0.00
None
49.70K
AMAZON COM INC
SOLEShares11.49K
TypeSH
Market value$2.19M
0.82%
Sole
0.00
Shared
0.00
None
11.49K
VANGUARD INDEX FDS
SOLEShares12.21K
TypeSH
Market value$2.10M
0.79%
Sole
0.00
Shared
0.00
None
12.21K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.29K
TypeSH
Market value$2.05M
0.77%
Sole
0.00
Shared
0.00
None
45.29K
VANGUARD INDEX FDS
SOLEShares5.30K
TypeSH
Market value$1.97M
0.74%
Sole
0.00
Shared
0.00
None
5.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 87.87K | SH | $49.37M 18.63% | 0.00 | 0.00 | 87.87K |
ISHARES TRSOLE | RUS 1000 ETF | 86.04K | SH | $26.39M 9.96% | 0.00 | 0.00 | 86.04K |
ISHARES TRSOLE | CORE S&P MCP ETF | 190.95K | SH | $11.14M 4.20% | 0.00 | 0.00 | 190.95K |
ISHARES INCSOLE | CORE MSCI EMKT | 145.86K | SH | $7.87M 2.97% | 0.00 | 0.00 | 145.86K |
ISHARES TRSOLE | NATIONAL MUN ETF | 69.47K | SH | $7.32M 2.76% | 0.00 | 0.00 | 69.47K |
ISHARES TRSOLE | CORE S&P SCP ETF | 64.36K | SH | $6.73M 2.54% | 0.00 | 0.00 | 64.36K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 25.55K | SH | $6.61M 2.49% | 0.00 | 0.00 | 25.55K |
ISHARES TRSOLE | CORE MSCI EAFE | 82.27K | SH | $6.22M 2.35% | 0.00 | 0.00 | 82.27K |
BOSTON SCIENTIFIC CORPSOLE | COM | 60.62K | SH | $6.12M 2.31% | 0.00 | 0.00 | 60.62K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 27.28K | SH | $6.05M 2.28% | 0.00 | 0.00 | 27.28K |
ISHARES TRSOLE | CORE US AGGBD ET | 52.34K | SH | $5.18M 1.95% | 0.00 | 0.00 | 52.34K |
ISHARES TRSOLE | CORE S&P TTL STK | 37.04K | SH | $4.52M 1.70% | 0.00 | 0.00 | 37.04K |
APPLE INCSOLE | COM | 20.31K | SH | $4.51M 1.70% | 0.00 | 0.00 | 20.31K |
MICROSOFT CORPSOLE | COM | 9.76K | SH | $3.66M 1.38% | 0.00 | 0.00 | 9.76K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.86K | SH | $3.53M 1.33% | 0.00 | 0.00 | 6.86K |
NVIDIA CORPORATIONSOLE | COM | 31.52K | SH | $3.42M 1.29% | 0.00 | 0.00 | 31.52K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 64.35K | SH | $3.19M 1.20% | 0.00 | 0.00 | 64.35K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 29.45K | SH | $3.11M 1.17% | 0.00 | 0.00 | 29.45K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 117.47K | SH | $3.08M 1.16% | 0.00 | 0.00 | 117.47K |
META PLATFORMS INCSOLE | CL A | 4.95K | SH | $2.85M 1.08% | 0.00 | 0.00 | 4.95K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 49.70K | SH | $2.53M 0.95% | 0.00 | 0.00 | 49.70K |
AMAZON COM INCSOLE | COM | 11.49K | SH | $2.19M 0.82% | 0.00 | 0.00 | 11.49K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 12.21K | SH | $2.10M 0.79% | 0.00 | 0.00 | 12.21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 45.29K | SH | $2.05M 0.77% | 0.00 | 0.00 | 45.29K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.30K | SH | $1.97M 0.74% | 0.00 | 0.00 | 5.30K |
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