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Donna Schuette

Mai Capital Management

Assets Managed
$17.719B
Holdings
4809
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
1.91%(2Q avg: 5.1%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mai Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4809 positions.

Assets under management

The assets under management (AUM) of Mai Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 17.719B in assets, with a quarterly growth rate of 1.91% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Donna Schuette, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.05%
6.38%
$1.13B
1.73M shares@ $653.22 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.32%
3.69%
$652.251M↑ Call
1.003M shares@ $650.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.42%
3.57%
$631.796M↑ Call
2.489M shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.88%
2.32%
$409.507M↑ Call
1.106M shares@ $370.17 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.98%
2.09%
$370.203M
5.482M shares@ $67.53 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.79%
1.68%
$296.324M
4.624M shares@ $64.08 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 9.95%
1.66%
$293.101M↑ Call
1.681M shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.71%
1.43%
$252.755M↑ Call
1.214M shares@ $208.28 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -3.04%
1.39%
$244.851M
1.97M shares@ $124.32 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.5%
1.35%
$238.22M↑ Call
828,418 shares@ $287.57 avg price

1-10 of 4809