May Hill Capital
May Hill Capital reported 256 stocks worth $479M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (15.5%), IWB (7.0%) and KEYS (4.1%). Compared with Q1 2026, the fund added to IVV, KEYS and IVW, trimmed IWB, IEMG and IVE and sold out of PDD, HIMU and TAK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $74.2M | 15.5% | 99K | +8,217 (+9%) | 7 of 7 | |
| 2 |  IWB Ishares TR | $33.6M | 7.0% | 82K | −1,533 (−2%) | 7 of 7 | |
| 3 |  KEYS Keysight Technologies | $19.4M | 4.1% | 56K | +847 (+2%) | 7 of 7 | |
| 4 |  IVW Ishares TR | $13.5M | 2.8% | 98K | +456 (+0%) | 7 of 7 | |
| 5 |  IEMG Ishares Inc | $13.2M | 2.8% | 159K | −17K (−10%) | 7 of 7 | |
| 6 |  IJH Ishares TR | $13.1M | 2.8% | 171K | +2,697 (+2%) | 7 of 7 | |
| 7 |  DYNF Blackrock ETF Trust | $12.2M | 2.5% | 179K | +11K (+7%) | 6 of 7 | |
| 8 |  MUB Ishares TR | $11.3M | 2.4% | 105K | +18K (+20%) | 7 of 7 | |
| 9 |  IJR Ishares TR | $10.8M | 2.3% | 73K | +1,293 (+2%) | 7 of 7 | |
| 10 |  IVE Ishares TR | $10.8M | 2.3% | 47K | −6,293 (−12%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HOLOGIC INC | $1.3M | 17K |
 PDD Pdd Holdings Inc | $527K | 5,157 |
 HIMU Ishares High | $381K | 7,947 |
 TAK Takeda Pharmaceutical F | $253K | 14K |
 WM Waste Mgmt Inc Del | $252K | 1,096 |
🔒 Free account: see all 13.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →May Hill Capital 13F FAQ
What does May Hill Capital own?
May Hill Capital reported 256 stocks worth $479M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (15.5%), IWB (7.0%) and KEYS (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did May Hill Capital buy and sell in Q2 2026?
Compared with Q1 2026: 46 new positions, 132 added to, 67 trimmed and 13 sold out. It sold all of PDD, HIMU and TAK.
When will May Hill Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is May Hill Capital's portfolio worth?
The Q2 2026 filing reports $479M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.