May Hill Capital, LLC
CIK 2056340
13F filing for Q2 2026・No. 4,004
- Holdings
- US$478.74M
- Quarter change
- +US$80.5M
- Entries
- 256
- Net bought (estimate)
- +US$24.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 46
- Sold out 13
- Cut 71
- Added 131
- Corporate actions 0
- Unchanged 8
Largest holdings
256 stocks worth US$478.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 99,046 | US$74.17M | 15.49% |
| IWBISHARES TRRUS 1000 ETF | Cut | 82,038 | US$33.59M | 7.02% |
| KEYSKEYSIGHT TECHNOLOGIES INCCOM | Added | 55,552 | US$19.45M | 4.06% |
| ISHARES TRS&P 500 GRWT ETF | Added | 98,075 | US$13.49M | 2.82% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 159,321 | US$13.2M | 2.76% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 170,519 | US$13.15M | 2.75% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 178,687 | US$12.15M | 2.54% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 105,020 | US$11.3M | 2.36% |
| ISHARES TRCORE S&P SCP ETF | Added | 73,051 | US$10.83M | 2.26% |
| ISHARES TRS&P 500 VAL ETF | Cut | 47,464 | US$10.78M | 2.25% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.