MAY HILL CAPITAL, LLC

Filed: 11/7/2025ACC: 0001951757-25-001346

📋 What this filing means

MAY HILL CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $341.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

190

Positions

$341.23M

Total AUM (reported)

2.82M

Total Shares

Allocation by class

COM$75.62M22.2%

CORE S&P500 ETF$56.44M16.5%

RUS 1000 ETF$31.38M9.2%

CORE S&P MCP ETF$10.05M2.9%

ISHARES US EQUIT$9.79M2.9%

CORE MSCI EMKT$9.35M2.7%

S&P 500 GRWT ETF$8.74M2.6%

Portfolio Concentration

Top 3$97.88M28.7%

4–10$59.85M17.5%

11–25$71.68M21.0%

Rest$111.82M32.8%

Top 3 weight

28.7%

Top 10 weight

46.2%

Voting Authority Distribution

Total shares with voting rights: 2.82M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.82M

% of voting shares100.0%

Investment Discretion (by position count)

Sole190

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings190

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares84.33K

TypeSH

Market value$56.44M

16.54%

Sole

0.00

Shared

0.00

None

84.33K

ISHARES TR

SOLE

RUS 1000 ETF

Shares85.86K

TypeSH

Market value$31.38M

9.20%

Sole

0.00

Shared

0.00

None

85.86K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares154.03K

TypeSH

Market value$10.05M

2.95%

Sole

0.00

Shared

0.00

None

154.03K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares165.29K

TypeSH

Market value$9.79M

2.87%

Sole

0.00

Shared

0.00

None

165.29K

KEYSIGHT TECHNOLOGIES INC

SOLE

COM

Shares54.60K

TypeSH

Market value$9.55M

2.80%

Sole

0.00

Shared

0.00

None

54.60K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares141.83K

TypeSH

Market value$9.35M

2.74%

Sole

0.00

Shared

0.00

None

141.83K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares72.40K

TypeSH

Market value$8.74M

2.56%

Sole

0.00

Shared

0.00

None

72.40K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares38.09K

TypeSH

Market value$7.86M

2.30%

Sole

0.00

Shared

0.00

None

38.09K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares68.47K

TypeSH

Market value$7.29M

2.14%

Sole

0.00

Shared

0.00

None

68.47K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares61.16K

TypeSH

Market value$7.27M

2.13%

Sole

0.00

Shared

0.00

None

61.16K

NVIDIA CORPORATION

SOLE

COM

Shares38.10K

TypeSH

Market value$7.11M

2.08%

Sole

0.00

Shared

0.00

None

38.10K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares22.85K

TypeSH

Market value$6.71M

1.97%

Sole

0.00

Shared

0.00

None

22.85K

MICROSOFT CORP

SOLE

COM

Shares12.89K

TypeSH

Market value$6.68M

1.96%

Sole

0.00

Shared

0.00

None

12.89K

APPLE INC

SOLE

COM

Shares25.83K

TypeSH

Market value$6.58M

1.93%

Sole

0.00

Shared

0.00

None

25.83K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares25.38K

TypeSH

Market value$6.45M

1.89%

Sole

0.00

Shared

0.00

None

25.38K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares72.11K

TypeSH

Market value$6.30M

1.84%

Sole

0.00

Shared

0.00

None

72.11K

BLACKROCK ETF TRUST II

SOLE

ISHARES TOTAL RE

Shares86.18K

TypeSH

Market value$4.39M

1.29%

Sole

0.00

Shared

0.00

None

86.18K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares6.86K

TypeSH

Market value$4.20M

1.23%

Sole

0.00

Shared

0.00

None

6.86K

META PLATFORMS INC

SOLE

CL A

Shares5.44K

TypeSH

Market value$4.00M

1.17%

Sole

0.00

Shared

0.00

None

5.44K

AMAZON COM INC

SOLE

COM

Shares16.23K

TypeSH

Market value$3.56M

1.04%

Sole

0.00

Shared

0.00

None

16.23K

BOSTON SCIENTIFIC CORP

SOLE

COM

Shares36.43K

TypeSH

Market value$3.56M

1.04%

Sole

0.00

Shared

0.00

None

36.43K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares9.97K

TypeSH

Market value$3.27M

0.96%

Sole

0.00

Shared

0.00

None

9.97K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares21.53K

TypeSH

Market value$3.14M

0.92%

Sole

0.00

Shared

0.00

None

21.53K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares49.23K

TypeSH

Market value$2.95M

0.86%

Sole

0.00

Shared

0.00

None

49.23K

ISHARES TR

SOLE

10-20 YR TRS ETF

Shares27K

TypeSH

Market value$2.78M

0.81%

Sole

0.00

Shared

0.00

None

27K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	84.33K	SH	$56.44M 16.54%	84.33K
ISHARES TRSOLE	RUS 1000 ETF	85.86K	SH	$31.38M 9.20%	85.86K
ISHARES TRSOLE	CORE S&P MCP ETF	154.03K	SH	$10.05M 2.95%	154.03K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	165.29K	SH	$9.79M 2.87%	165.29K
KEYSIGHT TECHNOLOGIES INCSOLE	COM	54.60K	SH	$9.55M 2.80%	54.60K
ISHARES INCSOLE	CORE MSCI EMKT	141.83K	SH	$9.35M 2.74%	141.83K
ISHARES TRSOLE	S&P 500 GRWT ETF	72.40K	SH	$8.74M 2.56%	72.40K
ISHARES TRSOLE	S&P 500 VAL ETF	38.09K	SH	$7.86M 2.30%	38.09K
ISHARES TRSOLE	NATIONAL MUN ETF	68.47K	SH	$7.29M 2.14%	68.47K
ISHARES TRSOLE	CORE S&P SCP ETF	61.16K	SH	$7.27M 2.13%	61.16K
NVIDIA CORPORATIONSOLE	COM	38.10K	SH	$7.11M 2.08%	38.10K
VANGUARD INDEX FDSSOLE	MID CAP ETF	22.85K	SH	$6.71M 1.97%	22.85K
MICROSOFT CORPSOLE	COM	12.89K	SH	$6.68M 1.96%	12.89K
APPLE INCSOLE	COM	25.83K	SH	$6.58M 1.93%	25.83K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	25.38K	SH	$6.45M 1.89%	25.38K
ISHARES TRSOLE	CORE MSCI EAFE	72.11K	SH	$6.30M 1.84%	72.11K
BLACKROCK ETF TRUST IISOLE	ISHARES TOTAL RE	86.18K	SH	$4.39M 1.29%	86.18K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	6.86K	SH	$4.20M 1.23%	6.86K
META PLATFORMS INCSOLE	CL A	5.44K	SH	$4.00M 1.17%	5.44K
AMAZON COM INCSOLE	COM	16.23K	SH	$3.56M 1.04%	16.23K
BOSTON SCIENTIFIC CORPSOLE	COM	36.43K	SH	$3.56M 1.04%	36.43K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	9.97K	SH	$3.27M 0.96%	9.97K
ISHARES TRSOLE	CORE S&P TTL STK	21.53K	SH	$3.14M 0.92%	21.53K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	49.23K	SH	$2.95M 0.86%	49.23K
ISHARES TRSOLE	10-20 YR TRS ETF	27K	SH	$2.78M 0.81%	27K

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