MAY HILL CAPITAL, LLC

Filed: 8/1/2025ACC: 0001951757-25-001013

📋 What this filing means

MAY HILL CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $303.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

205

Positions

$303.72M

Total AUM (reported)

2.89M

Total Shares

Allocation by class

COM$63.74M21.0%

CORE S&P500 ETF$50.73M16.7%

RUS 1000 ETF$29.26M9.6%

CORE S&P MCP ETF$10.53M3.5%

CORE MSCI EMKT$8.39M2.8%

CORE MSCI EAFE$8.06M2.7%

CORE S&P SCP ETF$6.95M2.3%

Portfolio Concentration

Top 3$90.52M29.8%

4–10$50.00M16.5%

11–25$61.32M20.2%

Rest$101.88M33.5%

Top 3 weight

29.8%

Top 10 weight

46.3%

Voting Authority Distribution

Total shares with voting rights: 2.89M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.89M

% of voting shares100.0%

Investment Discretion (by position count)

Sole205

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings205

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares81.71K

TypeSH

Market value$50.73M

16.70%

Sole

0.00

Shared

0.00

None

81.71K

ISHARES TR

SOLE

RUS 1000 ETF

Shares86.16K

TypeSH

Market value$29.26M

9.63%

Sole

0.00

Shared

0.00

None

86.16K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares169.76K

TypeSH

Market value$10.53M

3.47%

Sole

0.00

Shared

0.00

None

169.76K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares139.71K

TypeSH

Market value$8.39M

2.76%

Sole

0.00

Shared

0.00

None

139.71K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares96.59K

TypeSH

Market value$8.06M

2.65%

Sole

0.00

Shared

0.00

None

96.59K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares63.60K

TypeSH

Market value$6.95M

2.29%

Sole

0.00

Shared

0.00

None

63.60K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares24.70K

TypeSH

Market value$6.91M

2.28%

Sole

0.00

Shared

0.00

None

24.70K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares64.35K

TypeSH

Market value$6.72M

2.21%

Sole

0.00

Shared

0.00

None

64.35K

BOSTON SCIENTIFIC CORP

SOLE

COM

Shares60.67K

TypeSH

Market value$6.52M

2.15%

Sole

0.00

Shared

0.00

None

60.67K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares118.30K

TypeSH

Market value$6.44M

2.12%

Sole

0.00

Shared

0.00

None

118.30K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares26.76K

TypeSH

Market value$6.34M

2.09%

Sole

0.00

Shared

0.00

None

26.76K

MICROSOFT CORP

SOLE

COM

Shares11.67K

TypeSH

Market value$5.81M

1.91%

Sole

0.00

Shared

0.00

None

11.67K

NVIDIA CORPORATION

SOLE

COM

Shares35.55K

TypeSH

Market value$5.62M

1.85%

Sole

0.00

Shared

0.00

None

35.55K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares50.75K

TypeSH

Market value$5.59M

1.84%

Sole

0.00

Shared

0.00

None

50.75K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares24.95K

TypeSH

Market value$4.88M

1.61%

Sole

0.00

Shared

0.00

None

24.95K

APPLE INC

SOLE

COM

Shares23.06K

TypeSH

Market value$4.73M

1.56%

Sole

0.00

Shared

0.00

None

23.06K

META PLATFORMS INC

SOLE

CL A

Shares5.29K

TypeSH

Market value$3.90M

1.28%

Sole

0.00

Shared

0.00

None

5.29K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares6.86K

TypeSH

Market value$3.90M

1.28%

Sole

0.00

Shared

0.00

None

6.86K

BLACKROCK ETF TRUST II

SOLE

ISHARES TOTAL RE

Shares71.54K

TypeSH

Market value$3.62M

1.19%

Sole

0.00

Shared

0.00

None

71.54K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares24.26K

TypeSH

Market value$3.28M

1.08%

Sole

0.00

Shared

0.00

None

24.26K

AMAZON COM INC

SOLE

COM

Shares13.89K

TypeSH

Market value$3.05M

1.00%

Sole

0.00

Shared

0.00

None

13.89K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares49.35K

TypeSH

Market value$2.81M

0.93%

Sole

0.00

Shared

0.00

None

49.35K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares56.69K

TypeSH

Market value$2.78M

0.92%

Sole

0.00

Shared

0.00

None

56.69K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares26.65K

TypeSH

Market value$2.64M

0.87%

Sole

0.00

Shared

0.00

None

26.65K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares85.11K

TypeSH

Market value$2.39M

0.79%

Sole

0.00

Shared

0.00

None

85.11K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	81.71K	SH	$50.73M 16.70%	81.71K
ISHARES TRSOLE	RUS 1000 ETF	86.16K	SH	$29.26M 9.63%	86.16K
ISHARES TRSOLE	CORE S&P MCP ETF	169.76K	SH	$10.53M 3.47%	169.76K
ISHARES INCSOLE	CORE MSCI EMKT	139.71K	SH	$8.39M 2.76%	139.71K
ISHARES TRSOLE	CORE MSCI EAFE	96.59K	SH	$8.06M 2.65%	96.59K
ISHARES TRSOLE	CORE S&P SCP ETF	63.60K	SH	$6.95M 2.29%	63.60K
VANGUARD INDEX FDSSOLE	MID CAP ETF	24.70K	SH	$6.91M 2.28%	24.70K
ISHARES TRSOLE	NATIONAL MUN ETF	64.35K	SH	$6.72M 2.21%	64.35K
BOSTON SCIENTIFIC CORPSOLE	COM	60.67K	SH	$6.52M 2.15%	60.67K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	118.30K	SH	$6.44M 2.12%	118.30K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	26.76K	SH	$6.34M 2.09%	26.76K
MICROSOFT CORPSOLE	COM	11.67K	SH	$5.81M 1.91%	11.67K
NVIDIA CORPORATIONSOLE	COM	35.55K	SH	$5.62M 1.85%	35.55K
ISHARES TRSOLE	S&P 500 GRWT ETF	50.75K	SH	$5.59M 1.84%	50.75K
ISHARES TRSOLE	S&P 500 VAL ETF	24.95K	SH	$4.88M 1.61%	24.95K
APPLE INCSOLE	COM	23.06K	SH	$4.73M 1.56%	23.06K
META PLATFORMS INCSOLE	CL A	5.29K	SH	$3.90M 1.28%	5.29K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	6.86K	SH	$3.90M 1.28%	6.86K
BLACKROCK ETF TRUST IISOLE	ISHARES TOTAL RE	71.54K	SH	$3.62M 1.19%	71.54K
ISHARES TRSOLE	CORE S&P TTL STK	24.26K	SH	$3.28M 1.08%	24.26K
AMAZON COM INCSOLE	COM	13.89K	SH	$3.05M 1.00%	13.89K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	49.35K	SH	$2.81M 0.93%	49.35K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	56.69K	SH	$2.78M 0.92%	56.69K
ISHARES TRSOLE	CORE US AGGBD ET	26.65K	SH	$2.64M 0.87%	26.65K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	85.11K	SH	$2.39M 0.79%	85.11K

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