§ 13F · FUND PROFILE
May Hill Capital, LLC.
AUM · $479M (13F)Positions · 256Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 99K | $74M | 15.5% | +9% |
| 2 | IWB | ISHARES TR | 82K | $34M | 7.0% | −2% |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | 56K | $19M | 4.1% | +2% |
| 4 | IVW | ISHARES TR | 98K | $13M | 2.8% | ±0% |
| 5 | IEMG | ISHARES INC | 159K | $13M | 2.8% | −10% |
| 6 | IJH | ISHARES TR | 171K | $13M | 2.7% | +2% |
| 7 | DYNF | BLACKROCK ETF TRUST | 179K | $12M | 2.5% | +7% |
| 8 | MUB | ISHARES TR | 105K | $11M | 2.4% | +20% |
| 9 | IJR | ISHARES TR | 73K | $11M | 2.3% | +2% |
| 10 | IVE | ISHARES TR | 47K | $11M | 2.3% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAY SIGNAL
AC read
May Hill Capital, LLC is a Other fund managing $479 million in assets. The fund runs a broad portfolio of 256 positions.
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