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May Hill Capital, LLC - Portfolio Stock Holdings

May Hill Capital, LLC disclosed 285 stock positions in a recent SEC 13F filing. $510,014,969 of stock holdings were filed, with the largest holdings including IVV, IWB, and KEYS. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $548,601,789 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

285

Est. Stock Holding Value:

$510,014,969

Top Stock Holdings By Sector

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Portfolio Stock Holdings - May Hill Capital, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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