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
$0
$990 Million 0.33% of portfolio
1,492
Q2 2025 Added 211.48%
$16.8B
$1 Billion 0.33% of portfolio
15,401
Q2 2025 Added 0.2%
$5.9B
$993 Million 0.33% of portfolio
24,338
Q2 2025 Reduced 1.76%
$558B
$1.01 Billion 0.33% of portfolio
2,848
Q2 2025 Added 5.83%
$31.3B
$1.01 Billion 0.33% of portfolio
6,185
Q2 2025 Added 0.54%
$725B
$983 Million 0.32% of portfolio
1,261
Q2 2025 Reduced 20.29%
Blackrock ETF Trust
-
$964 Million 0.32% of portfolio
-
Q2 2025 New
$0
$952 Million 0.31% of portfolio
20,801
Q4 2024 New
$0
$903 Million 0.3% of portfolio
17,680
Q2 2025 New
$61.7B
$890 Million 0.29% of portfolio
14,271
Q2 2025 Added 221.78%
$280B
$868 Million 0.29% of portfolio
8,879
Q2 2025 Added 6.23%
$410B
$875 Million 0.29% of portfolio
884
Q2 2025 Added 4.37%
$364B
$837 Million 0.28% of portfolio
5,253
Q2 2025 Added 147.32%
$272B
$859 Million 0.28% of portfolio
1,214
Q2 2025 Added 8.1%
$1.4T
$826 Million 0.27% of portfolio
2,601
Q2 2025 Added 27.06%
$255B
$825 Million 0.27% of portfolio
11,723
Q2 2025 Added 17.03%
$276B
$759 Million 0.25% of portfolio
6,274
Q2 2025 Added 49.74%
$22.5B
$735 Million 0.24% of portfolio
1,321
Q2 2025 Reduced 9.21%
$543B
$742 Million 0.24% of portfolio
1,321
Q2 2025 Added 33.98%
$0
$706 Million 0.23% of portfolio
2,323
Q2 2025 Added 4.26%
$63.4B
$694 Million 0.23% of portfolio
9,050
Q2 2025 Added 49.56%
$0
$658 Million 0.22% of portfolio
6,000
Q1 2025 New
$283B
$671 Million 0.22% of portfolio
11,040
Q2 2025 Reduced 2.04%
$758B
$656 Million 0.22% of portfolio
3,002
Q2 2025 Reduced 6.86%
$214B
$654 Million 0.22% of portfolio
113
Q2 2025 Added 10.78%
$150B
$635 Million 0.21% of portfolio
10,375
Q2 2025 Added 40.35%
$385B
$630 Million 0.21% of portfolio
786
Q2 2025 Reduced 10.38%
$470B
$636 Million 0.21% of portfolio
5,903
Q2 2025 Reduced 11.07%
$251B
$638 Million 0.21% of portfolio
3,505
Q2 2025 Added 4.41%
Blackrock ETF Trust Ii
-
$644 Million 0.21% of portfolio
-
Q2 2025 Added 149.85%
$238B
$642 Million 0.21% of portfolio
9,193
Q2 2025 Added 7.57%
$79.5B
$593 Million 0.2% of portfolio
3,437
Q2 2025 Reduced 2.55%
$0
$594 Million 0.2% of portfolio
6,326
Q1 2025 New
$125B
$599 Million 0.2% of portfolio
8,683
Q2 2025 Reduced 0.8%
$415B
$545 Million 0.18% of portfolio
1,486
Q2 2025 Reduced 5.29%
$358B
$532 Million 0.18% of portfolio
3,899
Q2 2025 New
$35.7B
$555 Million 0.18% of portfolio
21,340
Q2 2025 Added 5.87%
$409B
$552 Million 0.18% of portfolio
2,973
Q2 2025 Reduced 17.55%
$473B
$538 Million 0.18% of portfolio
4,740
Q2 2025 Reduced 35.9%
$0
$502 Million 0.17% of portfolio
1,430
Q1 2025 Added 0.07%
$86.6B
$512 Million 0.17% of portfolio
10,399
Q2 2025 Added 7.81%
$0
$473 Million 0.16% of portfolio
9,268
Q2 2025 Reduced 48.25%
$197B
$476 Million 0.16% of portfolio
5,597
Q2 2025 Added 3.76%
$281B
$494 Million 0.16% of portfolio
7,120
Q2 2025 Added 15.73%
$235B
$474 Million 0.16% of portfolio
3,483
Q2 2025 Added 9.32%
$82.5B
$473 Million 0.16% of portfolio
1,512
Q2 2025 Added 1.27%
$329B
$472 Million 0.16% of portfolio
1,835
Q2 2025 Added 3.09%
$0
$472 Million 0.16% of portfolio
11,083
Q2 2025 Added 0.06%
$5.23B
$455 Million 0.15% of portfolio
3,931
Q2 2025 Added 0.77%

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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