May Hill Capital, LLC Portfolio Holdings

May Hill Capital, LLC

  • $304 Billion
  • Q2 2025

May Hill Capital, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $304 Billion distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $50.7B, Ishares Tr Russell 1000 ETF with a value of $29.3B, Ishares Core S&P Mid Cap ETF with a value of $10.5B, Ishares Inc with a value of $8.39B, and Ishares Tr with a value of $8.06B.

Examining the 13F form we can see an increase of $38.6B in the current position value, from $265B to 304B.

May Hill Capital, LLC is based out at Cohasset, MA

Below you can find more details about May Hill Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $304 Billion
ETFs: $202 Billion
Technology: $31 Billion
Healthcare: $15.2 Billion
Financial Services: $11.6 Billion
Communication Services: $9.18 Billion
Consumer Cyclical: $8.99 Billion
Consumer Defensive: $5.22 Billion
Industrials: $3.64 Billion
Other: $7.06 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.3B
$466 Million 0.15% of portfolio
1,109
Q2 2025 Added 3.26%
$287B
$464 Million 0.15% of portfolio
6,562
Q2 2025 Added 20.82%
$120B
$445 Million 0.15% of portfolio
6,469
Q2 2025 Reduced 12.27%
$119B
$454 Million 0.15% of portfolio
9,584
Q2 2025 Added 15.28%
$246B
$412 Million 0.14% of portfolio
2,821
Q2 2025 Added 3.45%
$77.6B
$413 Million 0.14% of portfolio
3,098
Q2 2025 Added 1.57%
$0
$440 Million 0.14% of portfolio
5,696
Q2 2025 Reduced 47.78%
$485B
$385 Million 0.13% of portfolio
2,522
Q2 2025 Added 3.53%
$0
$409 Million 0.13% of portfolio
1,466
Q2 2025 New
$414B
$393 Million 0.13% of portfolio
8,297
Q2 2025 Added 4.05%
$0
$393 Million 0.13% of portfolio
2,926
Q2 2025 Reduced 14.02%
$253B
$380 Million 0.13% of portfolio
1,291
Q2 2025 New
$6.38B
$407 Million 0.13% of portfolio
931
Q2 2025 Added 0.76%
Gsk PLC
-
$381 Million 0.13% of portfolio
-
Q2 2025 Added 5.46%
$262B
$391 Million 0.13% of portfolio
2,272
Q2 2025 Reduced 4.18%
$2.4B
$407 Million 0.13% of portfolio
21,806
Q2 2025 Reduced 2.31%
$213B
$372 Million 0.12% of portfolio
4,705
Q2 2025 Reduced 6.98%
$129B
$376 Million 0.12% of portfolio
1,793
Q2 2025 Reduced 45.78%
$248B
$376 Million 0.12% of portfolio
1,178
Q2 2025 Added 14.48%
$156B
$360 Million 0.12% of portfolio
1,624
Q2 2025 New
Blackrock ETF Trust Ii
-
$355 Million 0.12% of portfolio
-
Q2 2025 New
$76.6B
$343 Million 0.11% of portfolio
80,729
Q2 2025 Reduced 4.72%
$0
$340 Million 0.11% of portfolio
4,285
Q1 2025 New
$76.7B
$328 Million 0.11% of portfolio
2,761
Q2 2025 Reduced 1.22%
$224B
$321 Million 0.11% of portfolio
1,098
Q2 2025 Reduced 23.27%
$99.8B
$335 Million 0.11% of portfolio
2,487
Q2 2025 Added 23.67%
$95.3B
$340 Million 0.11% of portfolio
2,881
Q2 2025 Added 7.46%
$105B
$338 Million 0.11% of portfolio
10,041
Q2 2025 New
Linde PLC
-
$341 Million 0.11% of portfolio
-
Q2 2025 Added 10.33%
$159B
$346 Million 0.11% of portfolio
657
Q2 2025 Added 15.87%
$0
$333 Million 0.11% of portfolio
1,531
Q2 2025 New
$237B
$315 Million 0.1% of portfolio
1,154
Q2 2025 Added 1.67%
Ge Vernova Inc
-
$306 Million 0.1% of portfolio
-
Q2 2025 New
$0
$314 Million 0.1% of portfolio
2,897
Q2 2025 New
$177B
$307 Million 0.1% of portfolio
2,662
Q2 2025 Reduced 9.52%
$103B
$299 Million 0.1% of portfolio
3,255
Q2 2025 Added 3.76%
$252B
$314 Million 0.1% of portfolio
809
Q2 2025 Added 19.32%
$81.6B
$313 Million 0.1% of portfolio
1,470
Q2 2025 New
Blackrock Inc
-
$299 Million 0.1% of portfolio
-
Q2 2025 Added 5.56%
$173B
$293 Million 0.1% of portfolio
4,768
Q2 2025 Added 2.34%
$21.8B
$310 Million 0.1% of portfolio
523
Q2 2025 New
$87.9B
$311 Million 0.1% of portfolio
941
Q2 2025 Reduced 0.63%
$32.6B
$304 Million 0.1% of portfolio
865
Q2 2025 Reduced 1.7%
$101B
$300 Million 0.1% of portfolio
673
Q2 2025 Added 6.32%
$269B
$300 Million 0.1% of portfolio
2,132
Q2 2025 Reduced 4.14%
$59.7B
$273 Million 0.09% of portfolio
3,189
Q2 2025 Reduced 1.48%
$192B
$272 Million 0.09% of portfolio
345
Q2 2025 Added 4.23%
$120B
$273 Million 0.09% of portfolio
3,046
Q2 2025 Added 8.63%
$196B
$271 Million 0.09% of portfolio
19,757
Q2 2025 Added 75.49%

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $304 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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