May Hill Capital, LLC

CIK 0002056340 · COHASSET, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

May Hill Capital, LLC reported 256 positions worth $478.7M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (15.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$478.7M
2026 Q2
Positions
256
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.3%
Est. Net Flow (Q)
2026 Q2
10 / 256 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$74.2M15.49%99,046
2IWBISHARES TRSH$33.6M7.02%82,038
3KEYSKEYSIGHT TECHNOLOGIES INCSH$19.4M4.06%55,552
4IVWISHARES TRSH$13.5M2.82%98,075
5IEMGISHARES INCSH$13.2M2.76%159,321
6IJHISHARES TRSH$13.1M2.75%170,519
7DYNFBLACKROCK ETF TRUSTSH$12.2M2.54%178,687
8MUBISHARES TRSH$11.3M2.36%105,020
9IJRISHARES TRSH$10.8M2.26%73,051
10IVEISHARES TRSH$10.8M2.25%47,464

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does May Hill Capital, LLC hold as of Q2 2026?

May Hill Capital, LLC reported 256 positions worth $478.7M in its Q2 2026 13F filing. Largest positions: IVV (15.5%), IWB (7.0%), KEYS (4.1%), IVW (2.8%) and IEMG (2.8%).

What did May Hill Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did May Hill Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.