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 Core S&p 500 ETF (IVV, 15.5%), Ishares Russell 1000 ETF (IWB, 7.0%), Keysight Technologies Inc Com (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 Core S&p 500 ETF	15.5%	14.9%	99,046	+9.0%	$74.2M
IWBIshares Russell 1000 ETF	7.0%	7.5%	82,038	-1.8%	$33.6M
KEYSKeysight Technologies Inc Com	4.1%	3.9%	55,552	+1.5%	$19.4M
IVWIshares	2.8%	2.8%	98,075	+0.5%	$13.5M
IEMGIshares	2.8%	3.1%	159,321	-9.6%	$13.2M
IJHIshares Tr	2.7%	2.8%	170,519	+1.6%	$13.1M
DYNFIshares U.s. Equity Factor Rotation Acti	2.5%	2.5%	178,687	+6.6%	$12.2M
MUBIshares National Muni Bond ETF	2.4%	2.3%	105,020	+20.3%	$11.3M
IJRIshares Core S&p Small Cap ETF	2.3%	2.2%	73,051	+1.8%	$10.8M
IVEIshares S&p 500 Value ETF	2.3%	2.9%	47,464	-11.7%	$10.8M
IEFAIshares Core Msci Eafe ETF	2.1%	2.5%	102,228	-6.6%	$9.9M
NVDANvidia Corporation Com	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 Indx Fd	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 Long-Term National Muni Bond ETF	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 Com	1.0%	1.0%	19,931	+7.0%	$4.8M
SHLDGlobal X Fds	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 S&p 500 ETF	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 Total US Stock Market ETF	0.7%	0.8%	20,509	-3.2%	$3.4M
METAMeta Platforms Inc Class A	0.7%	0.8%	5,954	+9.1%	$3.4M
AVGOBroadcom Inc	0.7%	0.6%	8,545	+6.9%	$3.2M
BAIIshares A.i. Innovation and Tech Active	0.6%	0.6%	57,579	-22.2%	$3.0M
VEAVanguard Tax-Managed Fds	0.6%	0.7%	42,575	-1.5%	$3.0M
VUGVanguard Indx Fd	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 Tx Ex Bd	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 International Aggregate Bond Fun	0.5%	0.5%	44,128	+11.3%	$2.2M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	2,927	-0.3%	$2.2M
BABoeing Co	0.5%	0.5%	10,051	-3.0%	$2.2M
LLYLilly Eli & 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 and rebuilt each quarter on the day the filing became public. 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 Core S&p 500 ETF (IVV) at 15.5%, Ishares Russell 1000 ETF (IWB) at 7.0%, Keysight Technologies Inc Com (KEYS) at 4.1%, Ishares (IVW) at 2.8% and Ishares (IEMG) at 2.8%.

What did May Hill Capital, LLC buy last quarter?

In Q2 2026, May Hill Capital, LLC added Vanguard Indx Fd (VUG) (+496.9% shares), Vanguard Index Fds (VO) (+291.6% shares) and iShares Long-Term National Muni Bond ETF (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 Intl Equity (SCHF), cut from its top 50 Vanguard Intl Equity Index F (VWO), cut from its top 50 Ishares (IWM), cut from its top 50 Shell PLC (SHEL), Blackrock ETF Trust (BTHM) (-39.7% shares), Ishares A.i. Innovation and Tech Active (BAI) (-22.2% shares) and Ishares S&p 500 Value ETF (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.