StockDriftsStockDriftsTop 50 Mai Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.04% | 2.47M | $1.85B | +42.86%(+741.39K) | $450.42(+72.93%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.4% | 1.20M | $893.0M | +24.55%(+235.67K) | $456.96(+69.67%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.27% | 2.97M | $859.7M | +20.70%(+509.56K) | $166.26(+83.67%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 2.27% | 7.50M | $595.4M | +38849.34%(+7.48M) | $84.29(+3.40%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.98% | 2.60M | $519.4M | +55.02%(+921.34K) | $100.54(+124.86%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.91% | 7.04M | $501.8M | +52.31%(+2.42M) | $54.33(+36.22%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.82% | 1.28M | $477.0M | +17.04%(+186.16K) | $266.91(+82.11%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.67% | 1.18M | $438.0M | +129.72%(+668.36K) | $287.71(+33.25%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.65% | 5.62M | $433.1M | +2.45%(+134.55K) | $50.94(+54.20%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.41% | 1.03M | $369.6M | +25.97%(+213.21K) | $147.89(+133.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.88% | +68.01% | +9.89% | +60.28% |
| Top 20 Holdings Unweighted | +20.37% | +74.40% | +9.95% | +60.66% |
Mai Capital Management reports $26.60B in US-listed equity holdings across 1,889 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.0%), SPY (3.4%) and AAPL (3.3%). The top 20 holdings account for 37.77% of reported assets. Its disclosed equity book has returned +68.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mai Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1040197). View Mai Capital Management’s 13F filings on SEC