MAY HILL CAPITAL, LLC

Filed: 8/7/2026ACC: 0001951757-26-001169

📋 What this filing means

MAY HILL CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $478.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

256

Positions

$478.74M

Total AUM (reported)

3.97M

Total Shares

Allocation by class

COM$113.82M23.8%

CORE S&P500 ETF$74.17M15.5%

RUS 1000 ETF$33.59M7.0%

S&P 500 GRWT ETF$13.49M2.8%

CORE MSCI EMKT$13.20M2.8%

CORE S&P MCP ETF$13.15M2.7%

ISHARES US EQUIT$12.15M2.5%

Portfolio Concentration

Top 3$127.22M26.6%

4–10$84.90M17.7%

11–25$88.33M18.5%

Rest$178.29M37.2%

Top 3 weight

26.6%

Top 10 weight

44.3%

Voting Authority Distribution

Total shares with voting rights: 3.97M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.97M

% of voting shares100.0%

Investment Discretion (by position count)

Sole256

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings256

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares99.05K

TypeSH

Market value$74.17M

15.49%

Sole

0.00

Shared

0.00

None

99.05K

ISHARES TR

SOLE

RUS 1000 ETF

Shares82.04K

TypeSH

Market value$33.59M

7.02%

Sole

0.00

Shared

0.00

None

82.04K

KEYSIGHT TECHNOLOGIES INC

SOLE

COM

Shares55.55K

TypeSH

Market value$19.45M

4.06%

Sole

0.00

Shared

0.00

None

55.55K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares98.08K

TypeSH

Market value$13.49M

2.82%

Sole

0.00

Shared

0.00

None

98.08K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares159.32K

TypeSH

Market value$13.20M

2.76%

Sole

0.00

Shared

0.00

None

159.32K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares170.52K

TypeSH

Market value$13.15M

2.75%

Sole

0.00

Shared

0.00

None

170.52K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares178.69K

TypeSH

Market value$12.15M

2.54%

Sole

0.00

Shared

0.00

None

178.69K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares105.02K

TypeSH

Market value$11.30M

2.36%

Sole

0.00

Shared

0.00

None

105.02K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares73.05K

TypeSH

Market value$10.83M

2.26%

Sole

0.00

Shared

0.00

None

73.05K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares47.46K

TypeSH

Market value$10.78M

2.25%

Sole

0.00

Shared

0.00

None

47.46K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares102.23K

TypeSH

Market value$9.87M

2.06%

Sole

0.00

Shared

0.00

None

102.23K

NVIDIA CORPORATION

SOLE

COM

Shares47.19K

TypeSH

Market value$9.44M

1.97%

Sole

0.00

Shared

0.00

None

47.19K

APPLE INC

SOLE

COM

Shares31.38K

TypeSH

Market value$9.08M

1.90%

Sole

0.00

Shared

0.00

None

31.38K

BLACKROCK ETF TRUST II

SOLE

ISHA TOTA RE ETF

Shares152.85K

TypeSH

Market value$7.69M

1.61%

Sole

0.00

Shared

0.00

None

152.85K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares21.64K

TypeSH

Market value$6.56M

1.37%

Sole

0.00

Shared

0.00

None

21.64K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares73.09K

TypeSH

Market value$5.89M

1.23%

Sole

0.00

Shared

0.00

None

73.09K

MICROSOFT CORP

SOLE

COM

Shares15.73K

TypeSH

Market value$5.87M

1.23%

Sole

0.00

Shared

0.00

None

15.73K

ISHARES TR

SOLE

LONG TERM MUNI

Shares99.64K

TypeSH

Market value$5.10M

1.07%

Sole

0.00

Shared

0.00

None

99.64K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares13.21K

TypeSH

Market value$4.89M

1.02%

Sole

0.00

Shared

0.00

None

13.21K

AMAZON COM INC

SOLE

COM

Shares19.93K

TypeSH

Market value$4.75M

0.99%

Sole

0.00

Shared

0.00

None

19.93K

GLOBAL X FDS

SOLE

DEFENSE TECH ETF

Shares69.71K

TypeSH

Market value$4.16M

0.87%

Sole

0.00

Shared

0.00

None

69.71K

ISHARES TR

SOLE

U.S. TECH ETF

Shares15.74K

TypeSH

Market value$3.97M

0.83%

Sole

0.00

Shared

0.00

None

15.74K

ALPHABET INC

SOLE

CAP STK CL A

Shares10.68K

TypeSH

Market value$3.82M

0.80%

Sole

0.00

Shared

0.00

None

10.68K

ALPHABET INC

SOLE

CAP STK CL C

Shares10.25K

TypeSH

Market value$3.62M

0.76%

Sole

0.00

Shared

0.00

None

10.25K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares5.25K

TypeSH

Market value$3.61M

0.75%

Sole

0.00

Shared

0.00

None

5.25K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	99.05K	SH	$74.17M 15.49%	99.05K
ISHARES TRSOLE	RUS 1000 ETF	82.04K	SH	$33.59M 7.02%	82.04K
KEYSIGHT TECHNOLOGIES INCSOLE	COM	55.55K	SH	$19.45M 4.06%	55.55K
ISHARES TRSOLE	S&P 500 GRWT ETF	98.08K	SH	$13.49M 2.82%	98.08K
ISHARES INCSOLE	CORE MSCI EMKT	159.32K	SH	$13.20M 2.76%	159.32K
ISHARES TRSOLE	CORE S&P MCP ETF	170.52K	SH	$13.15M 2.75%	170.52K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	178.69K	SH	$12.15M 2.54%	178.69K
ISHARES TRSOLE	NATIONAL MUN ETF	105.02K	SH	$11.30M 2.36%	105.02K
ISHARES TRSOLE	CORE S&P SCP ETF	73.05K	SH	$10.83M 2.26%	73.05K
ISHARES TRSOLE	S&P 500 VAL ETF	47.46K	SH	$10.78M 2.25%	47.46K
ISHARES TRSOLE	CORE MSCI EAFE	102.23K	SH	$9.87M 2.06%	102.23K
NVIDIA CORPORATIONSOLE	COM	47.19K	SH	$9.44M 1.97%	47.19K
APPLE INCSOLE	COM	31.38K	SH	$9.08M 1.90%	31.38K
BLACKROCK ETF TRUST IISOLE	ISHA TOTA RE ETF	152.85K	SH	$7.69M 1.61%	152.85K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	21.64K	SH	$6.56M 1.37%	21.64K
VANGUARD INDEX FDSSOLE	MID CAP ETF	73.09K	SH	$5.89M 1.23%	73.09K
MICROSOFT CORPSOLE	COM	15.73K	SH	$5.87M 1.23%	15.73K
ISHARES TRSOLE	LONG TERM MUNI	99.64K	SH	$5.10M 1.07%	99.64K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	13.21K	SH	$4.89M 1.02%	13.21K
AMAZON COM INCSOLE	COM	19.93K	SH	$4.75M 0.99%	19.93K
GLOBAL X FDSSOLE	DEFENSE TECH ETF	69.71K	SH	$4.16M 0.87%	69.71K
ISHARES TRSOLE	U.S. TECH ETF	15.74K	SH	$3.97M 0.83%	15.74K
ALPHABET INCSOLE	CAP STK CL A	10.68K	SH	$3.82M 0.80%	10.68K
ALPHABET INCSOLE	CAP STK CL C	10.25K	SH	$3.62M 0.76%	10.25K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	5.25K	SH	$3.61M 0.75%	5.25K

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