Q2 2026 13F · SEC CIK 2056340

May Hill Capital, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $478.7M
Reported positions: 256
Holdings vs S&P 500, 3 yrs: —
Assets under management: $548.6M

May Hill Capital, LLC is a wealth manager that reported 256 positions worth $478.7M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Tr (IVV, 15.5%), Ishares Tr (IWB, 7.0%), Keysight Technologies Inc (KEYS, 4.1%).

May Hill Capital, LLC holdings largest 50 of 256 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

May Hill Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	15.5%	14.9%	99,046	+9.0%	$74.2M
IWBIshares Tr	7.0%	7.5%	82,038	-1.8%	$33.6M
KEYSKeysight Technologies Inc	4.1%	3.9%	55,552	+1.5%	$19.4M
IVWIshares Tr	2.8%	2.8%	98,075	+0.5%	$13.5M
IEMGIshares Inc	2.8%	3.1%	159,321	-9.6%	$13.2M
IJHIshares Tr	2.7%	2.8%	170,519	+1.6%	$13.1M
DYNFBlackrock ETF Trust	2.5%	2.5%	178,687	+6.6%	$12.2M
MUBIshares Tr	2.4%	2.3%	105,020	+20.3%	$11.3M
IJRIshares Tr	2.3%	2.2%	73,051	+1.8%	$10.8M
IVEIshares Tr	2.3%	2.9%	47,464	-11.7%	$10.8M
IEFAIshares Tr	2.1%	2.5%	102,228	-6.6%	$9.9M
NVDANvidia Corporation	2.0%	1.9%	47,192	+9.7%	$9.4M
AAPLApple Inc	1.9%	1.9%	31,375	+6.9%	$9.1M
BRTRBlackrock ETF Trust II	1.6%	1.7%	152,846	+13.2%	$7.7M
VBVanguard Index Fds	1.4%	1.4%	21,641	-1.7%	$6.6M
VOVanguard Index Fds	1.2%	1.3%	73,092	+291.6%	$5.9M
MSFTMicrosoft Corp	1.2%	1.3%	15,730	+11.6%	$5.9M
LMUBIshares Tr	1.1%	0.9%	99,644	+44.4%	$5.1M
VTIVanguard Index Fds	1.0%	1.0%	13,214	+8.7%	$4.9M
AMZNAmazon Com Inc	1.0%	1.0%	19,931	+7.0%	$4.8M
SHLDGlobal X Defense Tech ETF	0.9%	1.0%	69,711	+26.4%	$4.2M
IYWIshares Tr	0.8%	0.6%	15,745	+14.8%	$4.0M
GOOGLAlphabet Inc	0.8%	0.7%	10,681	+7.6%	$3.8M
GOOGAlphabet Inc	0.8%	0.7%	10,250	+8.5%	$3.6M
VOOVanguard Index Fds	0.8%	0.8%	5,255	-0.3%	$3.6M
TSMTaiwan Semiconductor Manufac	0.7%	0.6%	7,107	+3.5%	$3.4M
AGGIshares Tr	0.7%	—	34,158	—	$3.4M
ITOTIshares Tr	0.7%	0.8%	20,509	-3.2%	$3.4M
METAMeta Platforms Inc	0.7%	0.8%	5,954	+9.1%	$3.4M
AVGOBroadcom Inc	0.7%	0.6%	8,545	+6.9%	$3.2M
BAIBlackrock ETF Trust	0.6%	0.6%	57,579	-22.2%	$3.0M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.7%	42,575	-1.5%	$3.0M
VUGVanguard Index Fds	0.5%	0.6%	30,175	+496.9%	$2.6M
SCHMSchwab Strategic Tr	0.5%	0.5%	68,572	-2.5%	$2.5M
BTHMBlackrock ETF Trust	0.5%	0.9%	58,237	-39.7%	$2.5M
TTMITtm Technologies Inc	0.5%	—	13,195	—	$2.5M
VXFVanguard Index Fds	0.5%	0.5%	9,984	-2.6%	$2.5M
JPMJpmorgan Chase & Co	0.5%	0.5%	7,496	+5.7%	$2.5M
VTEBVanguard Mun Bd Fds	0.5%	0.6%	48,272	-3.5%	$2.4M
SUBIshares Tr	0.5%	0.5%	22,469	+21.9%	$2.4M
MBBIshares Tr	0.5%	0.5%	25,235	+13.4%	$2.4M
MUMicron Technology Inc	0.5%	—	2,051	—	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	4,611	+5.2%	$2.3M
TLHIshares Tr	0.5%	0.6%	22,705	-4.0%	$2.3M
ASMLAsml Hldg NV	0.5%	0.4%	1,139	+0.4%	$2.3M
LRCXLam Research Corp	0.5%	—	5,184	—	$2.2M
IAGGIshares Tr	0.5%	0.5%	44,128	+11.3%	$2.2M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	2,927	-0.3%	$2.2M
BABoeing Co	0.5%	0.5%	10,051	-3.0%	$2.2M
LLYEli Lilly & Co	0.4%	—	1,758	—	$2.1M

What May Hill Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$478.7M	256
Q1 2026	$398.2M	223
Q4 2025	$370.9M	199
Q3 2025	$341.2M	190
Q2 2025	$303.7M	205
Q1 2025	$265.1M	184
Q4 2024	$258.3M	164

Questions about May Hill Capital, LLC's portfolio

What stocks does May Hill Capital, LLC own?

May Hill Capital, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 256 positions worth $478.7M. The largest are Ishares Tr (IVV) at 15.5%, Ishares Tr (IWB) at 7.0%, Keysight Technologies Inc (KEYS) at 4.1%, Ishares Tr (IVW) at 2.8% and Ishares Inc (IEMG) at 2.8%.

What did May Hill Capital, LLC buy last quarter?

In Q2 2026, May Hill Capital, LLC added Vanguard Index Fds (VUG) (+496.9% shares), Vanguard Index Fds (VO) (+291.6% shares) and Ishares Tr (LMUB) (+44.4% shares), compared with its Q1 2026 filing.

What did May Hill Capital, LLC sell last quarter?

In Q2 2026, May Hill Capital, LLC cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Schwab Strategic Tr (SCHF), cut from its top 50 Vanguard Intl Equity Index F (VWO), cut from its top 50 Ishares Tr (IWM), cut from its top 50 Shell PLC (SHEL), Blackrock ETF Trust (BTHM) (-39.7% shares), Blackrock ETF Trust (BAI) (-22.2% shares) and Ishares Tr (IVE) (-11.7% shares), compared with its Q1 2026 filing.

When is May Hill Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. May Hill Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does May Hill Capital, LLC manage?

May Hill Capital, LLC reported $548.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $478.7M.