May Hill Capital, LLC holds a focused book of 256 stocks worth $478.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Novo-Nordisk A/s-Spons ADR and trimmed Ishares Russell 1000 ETF. Their largest long position is Ishares Core S&P 500 ETF at 15% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+20.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.6 points over this window.
Growth of $10,000 cloning May Hill Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as May Hill Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $574.6B |
| UBS Group AG | 80 / 80 | $177.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $149.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $21.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.3B |
| Arax Advisory Partners | 80 / 80 | $5.1B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.9B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.7B |
Ranked by how many of May Hill Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $74.2M | 99.0K | 15.5% | ▲+9.0% Added · +8K sh | |
| 2 | Ishares TR RUS 1000 ETF | $33.6M | 82.0K | 7.0% | ▼−1.8% Reduced · −2K sh | |
| 3 | Keysight Technologies Inc COM | $19.4M | 55.6K | 4.1% | ▲+1.5% Added · +847 sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $13.5M | 98.1K | 2.8% | ▲+0.5% Added · +456 sh | |
| 5 | Ishares Inc CORE MSCI EMKT | $13.2M | 159.3K | 2.8% | ▼−9.6% Reduced · −17K sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $13.1M | 170.5K | 2.7% | ▲+1.6% Added · +3K sh | |
| 7 | BlackRock ETF Trust ISHARES US EQUIT | $12.2M | 178.7K | 2.5% | ▲+6.5% Added · +11K sh | |
| 8 | Ishares TR NATIONAL MUN ETF | $11.3M | 105.0K | 2.4% | ▲+20% Added · +18K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $10.8M | 73.1K | 2.3% | ▲+1.8% Added · +1K sh | |
| 10 | Ishares TR S&P 500 VAL ETF | $10.8M | 47.5K | 2.3% | ▼−12% Reduced · −6K sh | |
| 11 | Ishares TR CORE MSCI EAFE | $9.9M | 102.2K | 2.1% | ▼−6.6% Reduced · −7K sh | |
| 12 | Nvidia Corporation COM | $9.4M | 47.2K | 2.0% | ▲+9.7% Added · +4K sh | |
| 13 | Apple Inc COM | $9.1M | 31.4K | 1.9% | ▲+6.8% Added · +2K sh | |
| 14 | BlackRock ETF Trust II ISHA TOTA RE ETF | $7.7M | 152.8K | 1.6% | ▲+13% Added · +18K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $6.6M | 21.6K | 1.4% | ▼−1.6% Reduced · −365 sh | |
| 16 | Vanguard Index FDS MID CAP ETF | $5.9M | 73.1K | 1.2% | ▲+292% Added · +54K sh | |
| 17 | Microsoft Corp COM | $5.9M | 15.7K | 1.2% | ▲+12% Added · +2K sh | |
| 18 | Ishares TR LONG TERM MUNI | $5.1M | 99.6K | 1.1% | ▲+44% Added · +31K sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $4.9M | 13.2K | 1.0% | ▲+8.7% Added · +1K sh | |
| 20 | Amazon Com Inc COM | $4.8M | 19.9K | 1.0% | ▲+7.0% Added · +1K sh | |
| 21 | Global X FDS DEFENSE TECH ETF | $4.2M | 69.7K | 0.9% | ▲+26% Added · +15K sh | |
| 22 | Ishares TR U.S. TECH ETF | $4.0M | 15.7K | 0.8% | ▲+15% Added · +2K sh | |
| 23 | Alphabet Inc CAP STK CL A | $3.8M | 10.7K | 0.8% | ▲+7.5% Added · +750 sh | |
| 24 | Alphabet Inc CAP STK CL C | $3.6M | 10.3K | 0.8% | ▲+8.5% Added · +804 sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $3.6M | 5.3K | 0.8% | ▼−0.3% Reduced · −15 sh | |
| 26 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.4M | 7.1K | 0.7% | ▲+3.5% Added · +240 sh | |
| 27 | Ishares TR CORE US AGGBD ET | $3.4M | 34.2K | 0.7% | ▲+131% Added · +19K sh | |
| 28 | Ishares TR CORE S&P TTL STK | $3.4M | 20.5K | 0.7% | ▼−3.2% Reduced · −680 sh | |
| 29 | Meta Platforms Inc CL A | $3.4M | 6.0K | 0.7% | ▲+9.1% Added · +498 sh | |
| 30 | Broadcom Inc COM | $3.2M | 8.5K | 0.7% | ▲+6.9% Added · +555 sh | |
| 31 | BlackRock ETF Trust ISHA I IN TE ETF | $3.0M | 57.6K | 0.6% | ▼−22% Reduced · −16K sh | |
| 32 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.0M | 42.6K | 0.6% | ▼−1.5% Reduced · −631 sh | |
| 33 | Vanguard Index FDS GROWTH ETF | $2.6M | 30.2K | 0.5% | ▲+497% Added · +25K sh | |
| 34 | Schwab Strategic TR US MID-CAP ETF | $2.5M | 68.6K | 0.5% | ▼−2.5% Reduced · −2K sh | |
| 35 | BlackRock ETF Trust ISHA US THEM ETF | $2.5M | 58.2K | 0.5% | ▼−40% Reduced · −38K sh | |
| 36 | TTM Technologies Inc COM | $2.5M | 13.2K | 0.5% | ▼−1.3% Reduced · −170 sh | |
| 37 | Vanguard Index FDS EXTEND MKT ETF | $2.5M | 10.0K | 0.5% | ▼−2.6% Reduced · −271 sh | |
| 38 | JPMorgan Chase & Co COM | $2.5M | 7.5K | 0.5% | ▲+5.7% Added · +403 sh | |
| 39 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.4M | 48.3K | 0.5% | ▼−3.5% Reduced · −2K sh | |
| 40 | Ishares TR SHRT NAT MUN ETF | $2.4M | 22.5K | 0.5% | ▲+22% Added · +4K sh | |
| 41 | Ishares TR MBS ETF | $2.4M | 25.2K | 0.5% | ▲+13% Added · +3K sh | |
| 42 | Micron Technology Inc COM | $2.4M | 2.1K | 0.5% | ▲+45% Added · +638 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 0.5% | ▲+5.2% Added · +229 sh | |
| 44 | Ishares TR 10-20 YR TRS ETF | $2.3M | 22.7K | 0.5% | ▼−4.0% Reduced · −943 sh | |
| 45 | ASML Hldg NV N Y REGISTRY SHS | $2.3M | 1.1K | 0.5% | ▲+0.4% Added · +5 sh | |
| 46 | Lam Research Corp COM NEW | $2.2M | 5.2K | 0.5% | ▼−2.6% Reduced · −137 sh | |
| 47 | Ishares TR CORE INTL AGGR | $2.2M | 44.1K | 0.5% | ▲+11% Added · +4K sh | |
| 48 | State STR SPDR S&P 500 ETF T TR UNIT | $2.2M | 2.9K | 0.5% | ▼−0.3% Reduced · −9 sh | |
| 49 | Boeing Co COM | $2.2M | 10.1K | 0.5% | ▼−3.0% Reduced · −309 sh | |
| 50 | Eli Lilly & Co COM | $2.1M | 1.8K | 0.4% | ▲+18% Added · +269 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056340/holdings"
Use Arkolith to show May Hill Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 256 | $478.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 223 | $398.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 7, 2026 | 199 | $370.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.