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MAY HILL CAPITAL, LLC 13F Portfolio
MAY HILL CAPITAL, LLC
Latest SEC 13F filing: 2026-06-30
MAY HILL CAPITAL, LLC runs MAY HILL CAPITAL, LLC and currently holds 256 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $478.74M. Their top holdings are IVV, IWB, KEYS, IVW, IEMG. The top five represent 32.1% of reported portfolio weight. MAY HILL CAPITAL, LLC ranks #797 out of 1000 investors tracked by Alpha Score. They added to 67 existing positions. They trimmed 30 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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Top 5 Holdings
IVV15.5%
IWB7.0%
KEYS4.1%
IVW2.8%
IEMG2.8%
Top 5: 32.1%
Portfolio Returns
1 Year
+23.44%
#521/10003 Year
+30.51%
#815/10005 Year
+30.51%
#808/1000Portfolio Value
$478.74M
Alpha Score
27.4
#797 of 1000
Holdings
256
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MAY HILL CAPITAL, LLC Current 13F Holdings
Reported holdings from MAY HILL CAPITAL, LLC's latest SEC 13F filing, ranked by portfolio weight.
256 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 15.49% | $608.25 | $781.99 | +28.56% | Added +9.05% |
 IWB ISHARES TR | 7.02% | $322.18 | $425.32 | +32.01% | Trimmed -1.83% |
 KEYS KEYSIGHT TECHNOLOGIES INC | 4.06% | $176.20 | $382.69 | +117.19% | Added +1.55% |
 IVW ISHARES TR | 2.82% | $111.26 | $145.24 | +30.54% | Added +0.47% |
 IEMG ISHARES INC | 2.76% | $55.44 | $81.39 | +46.81% | Trimmed -9.63% |
 IJH ISHARES TR | 2.75% | $62.87 | $73.41 | +16.76% | Added +1.61% |
 DYNF BLACKROCK ETF TRUST | 2.54% | $56.53 | $70.40 | +24.54% | Added +6.56% |
 MUB ISHARES TR | 2.36% | $106.65 | $101.07 | -5.23% | Added +20.27% |
 IJR ISHARES TR | 2.26% | $116.31 | $137.51 | +18.23% | Added +1.80% |
 IVE ISHARES TR | 2.25% | $202.50 | $233.04 | +15.08% | Trimmed -11.71% |
Showing 1-10 of 256