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May Hill Capital, LLC
May Hill Capital, LLC is an independent investment advisory firm headquartered in Cohasset, Massachusetts. Founded in 2011, the firm provides financial planning and investment advisory services to individuals and high-net-worth individuals, with a focus on comprehensive wealth management. May Hill Capital employs 3 professionals, all of whom are investment advisers, and manages approximately $380.7 million in assets under management as of June 2025. Their client-centered approach integrates investment portfolio management, cash flow analysis, tax planning, insurance review, and estate coordination.
Investment Strategy
May Hill Capital focuses on prudent, long-term investment strategies that prioritize compounding market returns, tax efficiency, and emotional discipline. The firm emphasizes the importance of avoiding underperformance rather than attempting to outperform broad market benchmarks, integrating robust risk management, portfolio diversification, and client education to help clients make well-informed decisions and avoid emotional investing during market volatility. Investment solutions are tailored to each client's unique objectives, household financial conditions, and estate needs, ensuring alignment across all aspects of financial life.
Latest 13F Filing Activity
May Hill Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 203 equity positions with a total 13F market value of $304M. The fund increased holdings in Blackrock Etf Trust, Ishares TR, Ishares TR among other positions. May Hill Capital, LLC reduced exposure to Ishares TR, SPDR Ser TR, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (203)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.70% | $50.7M | 81,710 | $588.06 | $620.90 | +$1.4M |
I IWB | ISHARES TR | 9.63% | $29.3M | 86,155 | $322.18 | $339.57 | +$2.9M |
I IJH | ISHARES TR | 3.47% | $10.5M | 169,759 | $62.30 | $62.02 | -$613.7K |
I IEMG | ISHARES INC | 2.76% | $8.4M | 139,707 | $52.27 | $60.03 | +$514.7K |
I IEFA | ISHARES TR | 2.65% | $8.1M | 96,591 | $72.94 | $83.48 | +$1.8M |
Industry Allocation
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