account_balance

Investment manager · 13F filer · SEC CIK 2056340

May Hill Capital, LLC

Reported value$510Mas of Sep 30, 2026

Positions268 29 new, 17 sold out

Top 10 weight44.0%IVV alone is 15%

FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

15.3%Added +3%

IWBiShares Tr

6.6%

KEYSKeysight Technologies, Inc.

4.0%

IVWiShares Tr

2.9%Added +7%

IEFAiShares Tr

2.8%Added +44%

MUBiShares Tr

2.7%Added +28%

IEMGiShares Inc

2.6%Added +3%

IJHiShares Tr

2.5%Added +5%

NVDANVIDIA Corp

2.3%Added +9%

IVEiShares Tr

2.3%Added +7%

DYNFBlackRock ETF Trust

2.2%Trimmed −8%

AAPLApple Inc.

2.2%Added +8%

IVViShares Tr

15.3%Added +3%

IWBiShares Tr

6.6%

KEYSKeysight Technologies, Inc.

4.0%

IVWiShares Tr

2.9%

IEFAiShares Tr

2.8%

MUB2.7%

IEMG2.6%

IJH2.5%

NVDA

IVE2.3%

DYNF2.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 15.3% Added +3%

IWB iShares Tr 6.6% Held

KEYS Keysight Technologies, Inc. 4.0% Held

IVW iShares Tr 2.9% Added +7%

IEFA iShares Tr 2.8% Added +44%

MUB iShares Tr 2.7% Added +28%

IEMG iShares Inc 2.6% Added +3%

IJH iShares Tr 2.5% Added +5%

NVDA NVIDIA Corp 2.3% Added +9%

IVE iShares Tr 2.3% Added +7%

DYNF BlackRock ETF Trust 2.2% Trimmed −8%

AAPL Apple Inc. 2.2% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 7, 2026 filing

add_circleNew

T $363K
ANET $325K
PSX $313K
ISRG $300K

arrow_upwardAdded

IBM +972%
SAP +117%
AGG +75%
IEFA +44%

arrow_downwardTrimmed

VTEB −17%
DYNF −8%
LMUB −5%
VO −4%

remove_circleSold out

MBB $2.39M
BUFR $411K
FBND $251K
VRT $249K

May Hill Capital, LLC

Where the money is

Biggest moves since Jun 30, 2026

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