May Hill Capital, LLC
RIA/Wealth
May Hill Capital, LLC is a RIA/Wealth led by Seth David Corkin, reporting $380.7M in AUM as of Q3 2025 with 64% ETF concentration and 17% allocation to IVV.
FounderSeth David Corkin
- Portfolio Value
- $338.3M
- Positions
- 187
- Top Holding
- IVV at 16.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in May Hill Capital, LLC's portfolio (46.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $56.4M | 16.68% | +$1.8M Bought | — 84.3K shares | |
ETF ETF | $31.4M | 9.28% | -$106.0K Sold | — 85.9K shares | |
ETF ETF | $10.1M | 2.97% | -$1.0M Sold | — 154.0K shares | |
ETF ETF | $9.8M | 2.89% | +$2.8M Bought | — 165.3K shares | |
Hardware, Equipment & Parts Technology | $9.6M | 2.82% | +$8.5M Bought | 0.03% 54.6K shares | |
ETF ETF | $9.3M | 2.76% | +$140.0K Bought | — 141.8K shares | |
ETF ETF | $8.7M | 2.58% | +$2.6M Bought | — 72.4K shares | |
ETF ETF | $7.9M | 2.32% | +$2.7M Bought | — 38.1K shares | |
ETF ETF | $7.3M | 2.16% | +$439.1K Bought | — 68.5K shares | |
ETF ETF | $7.3M | 2.15% | -$289.9K Sold | — 61.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in May Hill Capital, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for May Hill Capital, LLC
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