May Hill Capital, LLC

COHASSET, MA · CIK 2056340 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCohasset, MA

$478.7m reported value +20.2% vs Q1 2026

256positions

44.3%in top 10

46 new 130 added 72 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	99,046	$74.2m15.49%	15.49%	Added +8.2k	+8,217 9.1%
2	ISHARES TR RUS 1000 ETF IWB	IWB	82,038	$33.6m7.02%	7.02%	Reduced -1.5k	-1,533 -1.8%
3	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	55,552	$19.4m4.06%	4.06%	Added +847	+847 1.6%
4	ISHARES TR S&P 500 GRWT ETF IVW	IVW	98,075	$13.5m2.82%	2.82%	Added +456	+456 0.5%
5	ISHARES INC CORE MSCI EMKT IEMG	IEMG	159,321	$13.2m2.76%	2.76%	Reduced -17.0k	-16,986 -9.6%
6	ISHARES TR CORE S&P MCP ETF IJH	IJH	170,519	$13.1m2.75%	2.75%	Added +2.7k	+2,697 1.6%
7	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	178,687	$12.2m2.54%	2.54%	Added +11.0k	+10,997 6.6%
8	ISHARES TR NATIONAL MUN ETF MUB	MUB	105,020	$11.3m2.36%	2.36%	Added +17.7k	+17,702 20.3%
9	ISHARES TR CORE S&P SCP ETF IJR	IJR	73,051	$10.8m2.26%	2.26%	Added +1.3k	+1,293 1.8%
10	ISHARES TR S&P 500 VAL ETF IVE	IVE	47,464	$10.8m2.25%	2.25%	Reduced -6.3k	-6,293 -11.7%
11	ISHARES TR CORE MSCI EAFE IEFA	IEFA	102,228	$9.9m2.06%	2.06%	Reduced -7.2k	-7,220 -6.6%
12	NVIDIA CORPORATION COM NVDA	NVDA	47,192	$9.4m1.97%	1.97%	Added +4.2k	+4,163 9.7%
13	APPLE INC COM AAPL	AAPL	31,375	$9.1m1.90%	1.90%	Added +2.0k	+2,014 6.9%
14	BLACKROCK ETF TRUST II ISHARES TOTAL RE BRTR	BRTR	152,846	$7.7m1.61%	1.61%	Added +17.8k	+17,780 13.2%
15	VANGUARD INDEX FDS SMALL CP ETF VB	VB	21,641	$6.6m1.37%	1.37%	Reduced -365	-365 -1.7%
16	VANGUARD INDEX FDS MID CAP ETF VO	VO	73,092	$5.9m1.23%	1.23%	Reduced -1.6k	-1,572 -2.1%
17	MICROSOFT CORP COM MSFT	MSFT	15,730	$5.9m1.23%	1.23%	Added +1.6k	+1,634 11.6%
18	ISHARES TR LONG TERM MUNI LMUB	LMUB	99,644	$5.1m1.07%	1.07%	Added +30.6k	+30,618 44.4%
19	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	13,214	$4.9m1.02%	1.02%	Added +1.1k	+1,053 8.7%
20	AMAZON COM INC COM AMZN	AMZN	19,931	$4.8m0.99%	0.99%	Added +1.3k	+1,309 7.0%
21	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	69,711	$4.2m0.87%	0.87%	Added +14.6k	+14,579 26.4%
22	ISHARES TR U.S. TECH ETF IYW	IYW	15,745	$4.0m0.83%	0.83%	Added +2.0k	+2,027 14.8%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,681	$3.8m0.80%	0.80%	Added +750	+750 7.5%
24	ALPHABET INC CAP STK CL C GOOG	GOOG	10,250	$3.6m0.76%	0.76%	Added +804	+804 8.5%
25	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,255	$3.6m0.75%	0.75%	Reduced -15	-15 -0.3%
26	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,107	$3.4m0.71%	0.71%	Added +240	+240 3.5%
27	ISHARES TR CORE US AGGBD ET AGG	AGG	34,158	$3.4m0.71%	0.71%	Added +19.4k	+19,372 131.0%
28	ISHARES TR CORE S&P TTL STK ITOT	ITOT	20,509	$3.4m0.70%	0.70%	Reduced -680	-680 -3.2%
29	META PLATFORMS INC CL A META	META	5,954	$3.4m0.70%	0.70%	Added +498	+498 9.1%
30	BROADCOM INC COM AVGO	AVGO	8,545	$3.2m0.67%	0.67%	Added +555	+555 7.0%
31	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	57,579	$3.0m0.63%	0.63%	Reduced -16.4k	-16,416 -22.2%
32	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	42,575	$3.0m0.63%	0.63%	Reduced -631	-631 -1.5%
33	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	30,175	$2.6m0.54%	0.54%	Reduced -155	-155 -0.5%
34	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	68,572	$2.5m0.53%	0.53%	Reduced -1.7k	-1,748 -2.5%
35	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	58,237	$2.5m0.52%	0.52%	Reduced -38.3k	-38,271 -39.7%
36	TTM TECHNOLOGIES INC COM TTMI	TTMI	13,195	$2.5m0.52%	0.52%	Reduced -170	-170 -1.3%
37	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	9,984	$2.5m0.51%	0.51%	Reduced -271	-271 -2.6%
38	JPMORGAN CHASE & CO COM JPM	JPM	7,496	$2.5m0.51%	0.51%	Added +403	+403 5.7%
39	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	48,272	$2.4m0.51%	0.51%	Reduced -1.8k	-1,766 -3.5%
40	ISHARES TR SHRT NAT MUN ETF SUB	SUB	22,469	$2.4m0.50%	0.50%	Added +4.0k	+4,034 21.9%
41	ISHARES TR MBS ETF MBB	MBB	25,235	$2.4m0.50%	0.50%	Added +3.0k	+2,984 13.4%
42	MICRON TECHNOLOGY INC COM MU	MU	2,051	$2.4m0.49%	0.49%	Added +638	+638 45.1%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,611	$2.3m0.48%	0.48%	Added +229	+229 5.2%
44	ISHARES TR 10-20 YR TRS ETF TLH	TLH	22,705	$2.3m0.48%	0.48%	Reduced -943	-943 -4.0%
45	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,139	$2.3m0.47%	0.47%	Added +5	+5 0.4%
46	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,184	$2.2m0.47%	0.47%	Reduced -137	-137 -2.6%
47	ISHARES TR CORE INTL AGGR IAGG	IAGG	44,128	$2.2m0.47%	0.47%	Added +4.5k	+4,490 11.3%
48	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,927	$2.2m0.46%	0.46%	Reduced -9	-9 -0.3%
49	BOEING CO COM BA	BA	10,051	$2.2m0.45%	0.45%	Reduced -309	-309 -3.0%
50	ELI LILLY & CO COM LLY	LLY	1,758	$2.1m0.44%	0.44%	Added +269	+269 18.1%
51	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	73,390	$2.0m0.42%	0.42%	Reduced -212	-212 -0.3%
52	TESLA INC COM TSLA	TSLA	4,397	$1.8m0.39%	0.39%	Added +880	+880 25.0%
53	ISHARES TR US TREAS BD ETF GOVT	GOVT	79,957	$1.8m0.38%	0.38%	Added +20.5k	+20,461 34.4%
54	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,061	$1.8m0.38%	0.38%	Reduced -237	-237 -3.8%
55	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	30,041	$1.8m0.37%	0.37%	Reduced -570	-570 -1.9%
56	HAEMONETICS CORP MASS COM HAE	HAE	22,388	$1.7m0.35%	0.35%	Added +40	+40 0.2%
57	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,321	$1.6m0.33%	0.33%	Reduced -226	-226 -3.0%
58	BOSTON SCIENTIFIC CORP COM BSX	BSX	36,875	$1.6m0.33%	0.33%	Added +216	+216 0.6%
59	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	30,206	$1.6m0.33%	0.33%	Reduced -426	-426 -1.4%
60	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	27,511	$1.4m0.30%	0.30%	Added +2.7k	+2,725 11.0%
61	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,461	$1.4m0.30%	0.30%	Added +639	+639 35.1%
62	NOVARTIS AG SPONSORED ADR NVS	NVS	9,081	$1.4m0.30%	0.30%	Added +62	+62 0.7%
63	JOHNSON & JOHNSON COM JNJ	JNJ	5,392	$1.4m0.29%	0.29%	Added +247	+247 4.8%
64	VANGUARD WORLD FD INF TECH ETF VGT	VGT	11,304	$1.4m0.28%	0.28%	Reduced -536	-536 -4.5%
65	INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT RPG	RPG	20,800	$1.3m0.28%	0.28%	Unchanged
66	GOLDMAN SACHS GROUP INC COM GS	GS	1,305	$1.3m0.28%	0.28%	Added +87	+87 7.1%
67	HSBC HLDGS PLC SPON ADR NEW HSBC	HSBC	13,602	$1.3m0.27%	0.27%	Added +1.2k	+1,216 9.8%
68	SHELL PLC SPON ADS SHEL	SHEL	15,940	$1.2m0.26%	0.26%	Reduced -149	-149 -0.9%
69	VISA INC COM CL A V	V	3,578	$1.2m0.26%	0.26%	Added +393	+393 12.3%
70	WALMART INC COM WMT	WMT	10,172	$1.2m0.24%	0.24%	Reduced -305	-305 -2.9%
71	ISHARES GOLD TR ISHARES NEW IAU	IAU	14,801	$1.1m0.23%	0.23%	Added +700	+700 5.0%
72	CATERPILLAR INC COM CAT	CAT	1,041	$1.1m0.23%	0.23%	Added +74	+74 7.7%
73	CISCO SYS INC COM CSCO	CSCO	9,210	$1.1m0.23%	0.23%	Added +470	+470 5.4%
74	INTEL CORP COM INTC	INTC	7,627	$1.1m0.22%	0.22%	Added +1.7k	+1,675 28.1%
75	ABBVIE INC COM ABBV	ABBV	4,097	$1.0m0.22%	0.22%	Added +266	+266 6.9%
76	EXXON MOBIL CORP COM XOM	XOM	7,530	$1.0m0.22%	0.22%	Reduced -62	-62 -0.8%
77	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	10,452	$1.0m0.21%	0.21%	Added +79	+79 0.8%
78	NETFLIX INC COM NFLX	NFLX	13,967	$997.2k0.21%	0.21%	Reduced -1.1k	-1,107 -7.3%
79	COSTCO WHSL CORP NEW COM COST	COST	1,060	$991.7k0.21%	0.21%	Reduced -93	-93 -8.1%
80	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	7,312	$966.9k0.20%	0.20%	Unchanged
81	BHP GROUP LTD SPONSORED ADS BHP	BHP	11,315	$942.7k0.20%	0.20%	Added +2.9k	+2,937 35.1%
82	MERCK & CO INC COM MRK	MRK	7,298	$937.8k0.20%	0.20%	Reduced -10	-10 -0.1%
83	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	7,998	$936.2k0.20%	0.20%	Unchanged
84	APPLIED MATLS INC COM AMAT	AMAT	1,294	$935.7k0.20%	0.20%	Added +37	+37 2.9%
85	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,418	$930.1k0.19%	0.19%	Added +11	+11 0.8%
86	MASTERCARD INCORPORATED CL A MA	MA	1,800	$924.5k0.19%	0.19%	Added +230	+230 14.7%
87	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	24,406	$899.1k0.19%	0.19%	Added +327	+327 1.4%
88	BANK AMERICA CORP COM BAC	BAC	15,521	$884.4k0.18%	0.18%	Added +3.1k	+3,065 24.6%
89	CORNING INC COM GLW	GLW	3,449	$881.0k0.18%	0.18%	Added +495	+495 16.8%
90	CITIGROUP INC COM NEW C	C	6,276	$878.4k0.18%	0.18%	Added +177	+177 2.9%
91	GE AEROSPACE COM NEW GE	GE	2,326	$869.3k0.18%	0.18%	Added +36	+36 1.6%
92	RTX CORPORATION COM RTX	RTX	4,521	$857.7k0.18%	0.18%	Added +321	+321 7.6%
93	EATON CORP PLC SHS ETN	ETN	1,996	$850.3k0.18%	0.18%	Added +35	+35 1.8%
94	COREWEAVE INC COM CL A CRWV	CRWV	8,514	$847.5k0.18%	0.18%	Reduced -2.6k	-2,570 -23.2%
95	SANDISK CORP COM SNDK	SNDK	371	$843.6k0.18%	0.18%	Added +9	+9 2.5%
96	MORGAN STANLEY COM NEW MS	MS	4,016	$839.6k0.18%	0.18%	Added +136	+136 3.5%
97	GENERAL MTRS CO COM GM	GM	10,588	$816.1k0.17%	0.17%	Added +3	+3 0.0%
98	HOME DEPOT INC COM HD	HD	2,273	$801.6k0.17%	0.17%	Added +677	+677 42.4%
99	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	12,958	$800.3k0.17%	0.17%	Added +1.6k	+1,596 14.1%
100	GE VERNOVA INC COM GEV	GEV	633	$743.7k0.16%	0.16%	Added +23	+23 3.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HOLOGIC INC HOLX	HOLX	17,009	$1.3m17.0k shares
PDD HOLDINGS INC PDD	PDD	5,157	$526.9k5.2k shares
BLACKROCK ETF TRUST II HIMU	HIMU	7,947	$381.3k7.9k shares
TAKEDA PHARMACEUTICAL CO LTD TAK	TAK	13,637	$252.6k13.6k shares
WASTE MGMT INC DEL WM	WM	1,096	$251.9k1.1k shares
HUBSPOT INC HUBS	HUBS	985	$240.4k985 shares
RELX PLC RELX	RELX	7,019	$232.7k7.0k shares
AT&T INC T	T	7,923	$229.7k7.9k shares
AUTOZONE INC AZO	AZO	67	$226.3k67 shares
CHUNGHWA TELECOM CO LTD CHT	CHT	5,197	$219.5k5.2k shares
INTUIT INTU	INTU	493	$213.2k493 shares
HONEYWELL INTL INC		454	$205.2k454 shares
INFOSYS LTD INFY	INFY	13,931	$188.2k13.9k shares