May-Hill-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ITUB",
  "ARW",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "GOOGL",
  "AXP",
  "AIG",
  "BSBR",
  "ASML",
  "BLK",
  "CAT",
  "BUD",
  "AVGO",
  "SAN",
  "BSX",
  null,
  "DUK",
  "EQNR",
  "UE",
  null,
  "GILD",
  "ALX",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  null,
  "HSBC",
  "HUBS",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  "LRCX",
  "LIN",
  "MA",
  "MSFT",
  "MUFG",
  "MS",
  "GE",
  "HES",
  "HOLX",
  "NVS",
  "ANSS",
  "IJR",
  "ORCL",
  "NOC",
  null,
  null,
  "PANW",
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "HLN",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  "KEYS",
  "AMGN",
  "IEFA",
  "SPGI",
  "RY",
  "SCHX",
  "SHOP",
  "SHEL",
  "RTX",
  "SAP",
  null,
  "BP",
  "SPLG",
  "CI",
  "TM",
  "TJX",
  "UL",
  "VO",
  "MET",
  "VXF",
  "RCL",
  null,
  "VWO",
  "VSS",
  "IWV",
  "LYG",
  "TTE",
  "TEF",
  "SNY",
  "TSM",
  "GSK",
  "GPI",
  "VRTX",
  "HAE",
  null,
  "GM",
  "VNO",
  "SONY",
  "FI",
  "AEP",
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  null,
  "IVE",
  "HDB",
  "NTES",
  null,
  null,
  "PDD",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VALE",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WELL",
  null,
  "AEM",
  null,
  "SCHF",
  "NOK",
  "NXPI",
  "SO",
  "TTMI",
  "CRM",
  "TDY",
  "JBGS",
  "IXUS",
  "IUSV",
  "AZO",
  "BAC",
  "BRK-B",
  "BDC",
  null,
  "BA",
  "BTI",
  "CB",
  "CRUS",
  "CSCO",
  "C",
  "KO",
  "COP",
  "COST",
  "BAP",
  "DE",
  "VOD",
  "IWB",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 184
Total Value: 265086895
Accession Number: 0001951757-25-000481
Form Type: 13F-HR
CIK: may-hill-capital
Manager Name: May-Hill-Capital

Data Enrichment

88% identified

161 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

184 positions • $265.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HAEMONETICS CORP

HAE|405024100

Shares:17.9K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$265.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$265.1M)

ALEXANDERS INC

ALX|014752109

Shares:5.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$265.1M)

VORNADO REALTY TRUST

VNO|929042109

Shares:28.7K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$265.1M)

Broadcom Inc.

AVGO|11135F101

Shares:6.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$265.1M)

092528876

Shares:20.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$265.1M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:7.4K

Value:$977.8K

% of Portfolio:0.4% ($977.8K/$265.1M)

HOLOGIC INC

HOLX|436440101

Shares:15.4K

Value:$949.4K

% of Portfolio:0.4% ($949.4K/$265.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:5.7K

Value:$946.9K

% of Portfolio:0.4% ($946.9K/$265.1M)

VISA INC.

V|92826C839

Shares:2.7K

Value:$943.1K

% of Portfolio:0.4% ($943.1K/$265.1M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:6.2K

Value:$921.4K

% of Portfolio:0.3% ($921.4K/$265.1M)

46429B655

Shares:17.9K

Value:$914.3K

% of Portfolio:0.3% ($914.3K/$265.1M)

Alphabet Inc.

GOOG|02079K107

Shares:5.6K

Value:$877.1K

% of Portfolio:0.3% ($877.1K/$265.1M)

HUBSPOT INC

HUBS|443573100

Shares:1.5K

Value:$831.2K

% of Portfolio:0.3% ($831.2K/$265.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:847

Value:$801.1K

% of Portfolio:0.3% ($801.1K/$265.1M)

46137V266

Shares:20.8K

Value:$795.6K

% of Portfolio:0.3% ($795.6K/$265.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.6K

Value:$789.5K

% of Portfolio:0.3% ($789.5K/$265.1M)

FISERV INC

FI|337738108

Shares:3.5K

Value:$778.9K

% of Portfolio:0.3% ($778.9K/$265.1M)

46432F834

IXUS|46432F834

Shares:10.9K

Value:$761.5K

% of Portfolio:0.3% ($761.5K/$265.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.6K

Value:$755.5K

% of Portfolio:0.3% ($755.5K/$265.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HAEMONETICS CORP(HAEcusip405024100)	17.9K	QoQ +0.13% (-25) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$265.1M)	QoQ -18.49% (-$258.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	7.3K	QoQ +6.29% (-430) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$265.1M)	QoQ -13.16% (-$170.1K) YoY-
ALEXANDERS INC(ALXcusip014752109)	5.2K	QoQ -0.19% (-10) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$265.1M)	QoQ +4.34% (-$45.6K) YoY-
VORNADO REALTY TRUST(VNOcusip929042109)	28.7K	QoQ -2.36% (-695) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$265.1M)	QoQ -14.09% (-$174.2K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	6.2K	QoQ +4.04% (-239) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$265.1M)	QoQ -24.86% (-$340.8K) YoY-
(cusip092528876)✕	20.2K	QoQ NEW(+20.2K) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$265.1M)	QoQ NEW(+$1.0M) YoY-
Alibaba Group Holding Ltd(BABAcusip01609W102)	7.4K	QoQ NEW(+7.4K) YoY-	All Managers (Combined)	$977.8K	0.4% ($977.8K/$265.1M)	QoQ NEW(+$977.8K) YoY-
HOLOGIC INC(HOLXcusip436440101)	15.4K	QoQ -0.49% (-76) YoY-	All Managers (Combined)	$949.4K	0.4% ($949.4K/$265.1M)	QoQ -14.73% (-$164.1K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	5.7K	QoQ +0.61% (-35) YoY-	All Managers (Combined)	$946.9K	0.4% ($946.9K/$265.1M)	QoQ -15.41% (-$172.6K) YoY-
VISA INC.(Vcusip92826C839)	2.7K	QoQ +8.15% (+203) YoY-	All Managers (Combined)	$943.1K	0.4% ($943.1K/$265.1M)	QoQ +19.93% (+$156.8K) YoY-
Keysight Technologies, Inc.(KEYScusip49338L103)	6.2K	QoQ +0.40% (-25) YoY-	All Managers (Combined)	$921.4K	0.3% ($921.4K/$265.1M)	QoQ -6.38% (-$62.8K) YoY-
(cusip46429B655)✕	17.9K	QoQ -14.73% (-3.1K) YoY-	All Managers (Combined)	$914.3K	0.3% ($914.3K/$265.1M)	QoQ -14.44% (-$154.4K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	5.6K	QoQ +82.21% (+2.5K) YoY-	All Managers (Combined)	$877.1K	0.3% ($877.1K/$265.1M)	QoQ +49.48% (+$290.3K) YoY-
HUBSPOT INC(HUBScusip443573100)	1.5K	QoQ -14.51% (-247) YoY-	All Managers (Combined)	$831.2K	0.3% ($831.2K/$265.1M)	QoQ -29.92% (-$355.0K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	847	QoQ +0.95% (+8) YoY-	All Managers (Combined)	$801.1K	0.3% ($801.1K/$265.1M)	QoQ +4.20% (+$32.3K) YoY-
(cusip46137V266)✕	20.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$795.6K	0.3% ($795.6K/$265.1M)	QoQ -7.29% (-$62.6K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	6.6K	QoQ +6.17% (+386) YoY-	All Managers (Combined)	$789.5K	0.3% ($789.5K/$265.1M)	QoQ +17.38% (+$116.9K) YoY-
FISERV INC(FIcusip337738108)	3.5K	QoQ +3.46% (+118) YoY-	All Managers (Combined)	$778.9K	0.3% ($778.9K/$265.1M)	QoQ +11.22% (+$78.6K) YoY-
(IXUScusip46432F834)	10.9K	QoQ +9.81% (+975) YoY-	All Managers (Combined)	$761.5K	0.3% ($761.5K/$265.1M)	QoQ +15.90% (+$104.5K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	3.6K	QoQ +0.05% (+2) YoY-	All Managers (Combined)	$755.5K	0.3% ($755.5K/$265.1M)	QoQ +17.97% (+$115.1K) YoY-