May Hill Capital, LLC

Wealth advisor Mechanical CIK 2056340
League rank
#558
in Wealth advisor · #2600 overall
Long book
$398.2M
Q1 2026
Positions
223
Top-10 weight
45%
concentration
Last quarter
+13.0%
SPY +14.8%
Turnover
23%
of book per quarter

Strategy in plain words

auto-generated from filings

May Hill Capital, LLC is a wealth-management firm allocating client money, running a $398.2M US long book across 223 positions.

The portfolio is moderately concentrated (top 10 ≈ 45% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES RUSSELL 1000 ETF, KEYSIGHT TECHNOLOGIES IN, ISHARES CORE MSCI EMERGING, ISHARES S&P 500 VALUE ETF.

Over the last 6 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-3.1%
Q1 2025
+10.0%
Q2 2025
+7.3%
Q3 2025
+2.9%
Q4 2025
-1.7%
Q1 2026
+13.0%

Sector allocation

Technology
50%
Industrials
13%
Financials
9%
Healthcare
9%
Consumer discretionary
8%
Services media
4%
Energy
2%
Other
2%

Long book by quarter

$258.3M
Q4 2024
$265.1M
Q1 2025
$303.7M
Q2 2025
$341.2M
Q3 2025
$370.9M
Q4 2025
$398.2M
Q1 2026

What does May Hill own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
KEYS KEYSIGHT TECHNOLOGIES INTechnology54.7K$15.4M3.9%+0.2%
NVDA NVIDIA CORPTechnology43.0K$7.5M1.9%+9.3%
AAPL APPLE INCTechnology29.4K$7.5M1.9%+8.5%
MSFT MICROSOFT CORPTechnology14.1K$5.2M1.3%-0.3%
AMZN AMAZON.COM INCConsumer discretionary18.6K$3.9M1.0%+11.4%
META META PLATFORMS INC-CLASS ATechnology5.5K$3.1M0.8%+1.5%
GOOGL ALPHABET INC-CL ATechnology9.9K$2.9M0.7%+5.4%
GOOG ALPHABET INC-CL CTechnology9.4K$2.7M0.7%+6.9%
AVGO BROADCOM INCTechnology8.0K$2.5M0.6%+5.0%
BSX BOSTON SCIENTIFIC CORPHealthcare36.7K$2.3M0.6%+1.0%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.4K$2.1M0.5%+38.3%
JPM JPMORGAN CHASE & COFinancials7.1K$2.1M0.5%+22.1%
BA BOEING CO/THEIndustrials10.4K$2.1M0.5%New
ASML ASML HOLDING NV-NY REG SHSIndustrials1.1K$1.5M0.4%+8.6%
NFLX NETFLIX INCServices media15.1K$1.4M0.4%+5.6%
LLY ELI LILLY & COHealthcare1.5K$1.4M0.3%-6.1%
TSLA TESLA INCIndustrials3.5K$1.3M0.3%-3.2%
WMT WALMART INCConsumer discretionary10.5K$1.3M0.3%+10.2%
TTMI TTM TECHNOLOGIESTechnology13.4K$1.3M0.3%-16.2%
XOM EXXON MOBIL CORPEnergy7.6K$1.3M0.3%+17.1%
HO1 HOLOGIC INC17.0K$1.3M0.3%0.0%
HAE HAEMONETICS CORP/MASSHealthcare22.3K$1.3M0.3%Held
JNJ JOHNSON & JOHNSONHealthcare5.1K$1.3M0.3%+44.8%
COST COSTCO WHOLESALE CORPConsumer discretionary1.2K$1.1M0.3%+21.6%
LRCX LAM RESEARCH CORPIndustrials5.3K$1.1M0.3%-15.7%
GS GOLDMAN SACHS GROUP INCFinancials1.2K$1.0M0.3%+1.4%
V VISA INC-CLASS A SHARESServices media3.2K$963K0.2%+6.1%
MRK MERCK & CO. INC.Healthcare7.3K$879K0.2%+35.1%
CRWV COREWEAVE INC-CL ATechnology11.1K$859K0.2%+1.2%
ABBV ABBVIE INCHealthcare3.8K$833K0.2%+15.9%
RTX RTX CORPIndustrials4.2K$810K0.2%+35.4%
GM GENERAL MOTORS COIndustrials10.6K$789K0.2%+0.3%
MA MASTERCARD INC - AServices media1.6K$784K0.2%-1.3%
ETN EATON CORP PLCIndustrials2.0K$701K0.2%+89.8%
C CITIGROUP INCFinancials6.1K$692K0.2%+5.2%
CAT CATERPILLAR INCIndustrials967$685K0.2%+6.0%
CSCO CISCO SYSTEMS INCTechnology8.7K$678K0.2%+8.2%
GE GENERAL ELECTRICIndustrials2.3K$650K0.2%+17.2%
MS MORGAN STANLEYFinancials3.9K$639K0.2%+13.2%
BAC BANK OF AMERICA CORPFinancials12.5K$607K0.2%+3.8%
PM PHILIP MORRIS INTERNATIONALConsumer staples3.6K$594K0.1%+4.7%
KO COCA-COLA CO/THEConsumer staples7.7K$582K0.1%+21.4%
CB CHUBB LTDFinancials1.8K$577K0.1%+25.6%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology3.9K$573K0.1%+12.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 2026223$398.2M canonicalSEC ↗
Q4 202513F-HR/ARESTATEMENTMay 7, 2026199$370.9M canonicalSEC ↗
Q4 202513F-HRFeb 5, 2026331$764.7M SEC ↗
Q3 202513F-HRNov 7, 2025190$341.2M canonicalSEC ↗
Q2 202513F-HRAug 1, 2025205$303.7M canonicalSEC ↗
Q1 202513F-HRApr 30, 2025184$265.1M canonicalSEC ↗
Q4 202413F-HRFeb 12, 2025164$258.3M canonicalSEC ↗