May Barnhard Investments LLC
CIK: 0002052759SEC EDGAR →
Portfolio Value
$211.6M
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 546,716 | $14.7M | 6.95% |
| 2 | SCHWAB STRATEGIC TR | 361,234 | $11.8M | 5.57% |
| 3 | VANGUARD INDEX FDS | 37,393 | $10.9M | 5.13% |
| 4 | ISHARES TR | 80,506 | $9.7M | 4.57% |
| 5 | SCHWAB STRATEGIC TR | 283,449 | $8.4M | 3.97% |
| 6 | ISHARES TR | 70,155 | $8.0M | 3.77% |
| 7 | INVESCO QQQ TR | 11,105 | $6.8M | 3.22% |
| 8 | VANGUARD INDEX FDS | 38,095 | $6.8M | 3.19% |
| 9 | VANGUARD INDEX FDS | 21,280 | $6.7M | 3.17% |
| 10 | VANGUARD INDEX FDS | 33,294 | $6.4M | 3.00% |
Quarterly Changes
New Positions (84)
$14.7M · 547K shares
$11.8M · 361K shares
$10.9M · 37K shares
$9.7M · 81K shares
$8.4M · 283K shares
$8.0M · 70K shares
$6.8M · 11K shares
$6.8M · 38K shares
$6.7M · 21K shares
$6.4M · 33K shares
$5.7M · 68K shares
$5.5M · 20K shares
$5.4M · 18K shares
$5.4M · 11K shares
$5.2M · 37K shares
$5.2M · 20K shares
$5.2M · 56K shares
$5.0M · 75K shares
$4.9M · 36K shares
$4.6M · 32K shares
$4.4M · 153K shares
$4.3M · 48K shares
$3.9M · 86K shares
$3.6M · 119K shares
$3.5M · 16K shares
$3.1M · 32K shares
$3.0M · 9K shares
$2.8M · 10K shares
$2.7M · 28K shares
$2.4M · 11K shares
$2.4M · 29K shares
$1.5M · 11K shares
$1.5M · 15K shares
$1.4M · 13K shares
$1.4M · 13K shares
$1.2M · 2K shares
$1.1M · 5K shares
$1.1M · 4K shares
$1.0M · 38K shares
$1.0M · 24K shares
$1.0M · 12K shares
$976K · 4K shares
$882K · 32K shares
$876K · 2K shares
$871K · 7K shares
$845K · 5K shares
$842K · 2K shares
$820K · 1K shares
$802K · 6K shares
$760K · 9K shares
$702K · 13K shares
$666K · 7K shares
$648K · 2K shares
$613K · 929 shares
$584K · 7K shares
$539K · 2K shares
$520K · 4K shares
$508K · 745 shares
$507K · 5K shares
$503K · 5K shares
$492K · 3K shares
$470K · 6K shares
$464K · 2K shares
$457K · 3K shares
$430K · 400 shares
$423K · 1K shares
$349K · 6K shares
$345K · 3K shares
$344K · 1K shares
$342K · 9K shares
$324K · 537 shares
$295K · 6K shares
$291K · 1K shares
$284K · 4K shares
$278K · 2K shares
$258K · 827 shares
$256K · 298 shares
$246K · 46 shares
$245K · 928 shares
$234K · 30K shares
$220K · 723 shares
$215K · 544 shares
$213K · 1K shares
$203K · 232 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $191.2M | 90.4% |
| Unknown | 3 | $7.8M | 3.7% |
| Technology | 5 | $5.3M | 2.5% |
| Consumer Cyclical | 7 | $3.4M | 1.6% |
| Healthcare | 4 | $1.4M | 0.7% |
| Communication Services | 3 | $1.4M | 0.7% |
| Industrials | 2 | $799K | 0.4% |
| Consumer Defensive | 1 | $256K | 0.1% |