May Hill Capital, LLC 13F Holdings · Q2 2026
May Hill Capital, LLC reported 256 securities worth $478.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (15.49%), IWB (7.02%), KEYS (4.06%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $74.2M | 15.49% | 99,046 | Added |
| 2 | IWB | ISHARES TR | $33.6M | 7.02% | 82,038 | Trimmed |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | $19.4M | 4.06% | 55,552 | Added |
| 4 | IVW | ISHARES TR | $13.5M | 2.82% | 98,075 | Added |
| 5 | IEMG | ISHARES INC | $13.2M | 2.76% | 159,321 | Trimmed |
| 6 | IJH | ISHARES TR | $13.1M | 2.75% | 170,519 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $12.2M | 2.54% | 178,687 | Added |
| 8 | MUB | ISHARES TR | $11.3M | 2.36% | 105,020 | Added |
| 9 | IJR | ISHARES TR | $10.8M | 2.26% | 73,051 | Added |
| 10 | IVE | ISHARES TR | $10.8M | 2.25% | 47,464 | Trimmed |
| 11 | IEFA | ISHARES TR | $9.9M | 2.06% | 102,228 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $9.4M | 1.97% | 47,192 | Added |
| 13 | AAPL | APPLE INC | $9.1M | 1.90% | 31,375 | Added |
| 14 | BRTR | BLACKROCK ETF TRUST II | $7.7M | 1.61% | 152,846 | Added |
| 15 | VB | VANGUARD INDEX FDS | $6.6M | 1.37% | 21,641 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $5.9M | 1.23% | 15,730 | Added |
| 17 | VO | VANGUARD INDEX FDS | $5.9M | 1.23% | 73,092 | Added |
| 18 | LMUB | ISHARES TR | $5.1M | 1.07% | 99,644 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $4.9M | 1.02% | 13,214 | Added |
| 20 | AMZN | AMAZON COM INC | $4.8M | 0.99% | 19,931 | Added |
| 21 | SHLD | GLOBAL X FDS | $4.2M | 0.87% | 69,711 | Added |
| 22 | IYW | ISHARES TR | $4.0M | 0.83% | 15,745 | Added |
| 23 | GOOGL | ALPHABET INC | $3.8M | 0.80% | 10,681 | Added |
| 24 | GOOG | ALPHABET INC | $3.6M | 0.76% | 10,250 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $3.6M | 0.75% | 5,255 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR