May Hill Capital, LLC
All 13F Filings
- Location
- Cohasset, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 764,655
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 331 | 764,655 | 13F-HR | May Hill Capital, LLC |
| Q3 2025 | 11/7/2025 | 190 | 341,226 | 13F-HR | May Hill Capital, LLC |
| Q2 2025 | 8/1/2025 | 205 | 303,717 | 13F-HR | May Hill Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 350.8 K | 45.9% | 203.7 K | 0 | 203.7 K |
| ETFs | 413.9 K | 54.1% | 220 K | 0 | 220 K |
| Debt | 0 | 0.0% | 0 | 251 | -251 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
764,655
Holdings
331
QoQ value change ($000)
423,429
(124.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.