DOSSIER · 13F-HR · Q2 2026

May Hill Capital, LLC

$479M in tracked AUM across 256 positions as of Q2 2026.

MH
CIK 0002056340 · last filed Jun 30, 2026
Total AUM
$479M
as of Q2 2026
Holdings
256
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

May Hill Capital, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$74M99K15.5%
02
IWB
ISHARES TR
$34M82K7.0%
03
KEYS
KEYSIGHT TECHNOLOGIES INC
$19M56K4.1%
04
IVW
ISHARES TR
$13M98K2.8%
05
IEMG
ISHARES INC
$13M159K2.8%
06
IJH
ISHARES TR
$13M171K2.7%
07
DYNF
BLACKROCK ETF TRUST
$12M179K2.5%
08
MUB
ISHARES TR
$11M105K2.4%
09
IJR
ISHARES TR
$11M73K2.3%
10
IVE
ISHARES TR
$11M47K2.3%

Filing history

2026Q2Jun 30
$479M 20.2%
256 positionsView →
2026Q1Mar 31
$398M 7.4%
223 positionsView →
2025Q4Dec 31
$371M 298.3%
199 positionsView →
2025Q3Sep 30
$93M 23.3%
73 positionsView →
2025Q2Jun 30
$76M 36.6%
90 positionsLocked
2025Q1Mar 31
$55M 78.6%
69 positionsLocked
2024Q4Dec 31
$258M
164 positionsLocked