Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

May Barnhard Investments

Latest statistics and disclosures from May Barnhard Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VO, SCHG, IJR, SCHV, and represent 25.69% of May Barnhard Investments's stock portfolio.
Added to shares of these 10 stocks: IVOO, VGSH, VIOO, VV, VTV, VUG, IQLT, VO, VB, VBR.
Started 4 new stock positions in VGSH, IYE, VIOO, IVOO.
Reduced shares in these 10 stocks: QQQ (-$6.8M), MDYG, SLYG, SCHG, SCHX, MDYV, SLYV, IWP, SHY, IJS.
Sold out of its positions in BKNG, GS, QQQ, CRM.
May Barnhard Investments was a net seller of stock by $-3.7M.
May Barnhard Investments has $206M in assets under management (AUM), dropping by -2.66%.
Central Index Key (CIK): 0002052759

Tip: Access up to 7 years of quarterly data

Positions held by May Barnhard Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for May Barnhard Investments

May Barnhard Investments holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.6	$14M	-3%	527k	25.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.4	$11M	+4%	39k	287.19	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.8	$9.9M	-5%	341k	29.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.8	$9.9M		79k	124.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.1	$8.4M	-3%	275k	30.50	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	3.9	$8.0M	-3%	67k	118.45	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.8	$7.7M	+21%	26k	298.85	View chart
Vanguard Index Fds Value Etf (VTV)	3.8	$7.7M	+18%	40k	196.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.4	$7.0M		38k	184.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$5.8M	+8%	22k	261.92	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$5.7M	+19%	13k	436.82	View chart
Spdr Series Trust State Street Spd (MDYV)	2.6	$5.3M	-7%	63k	85.15	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.6	$5.3M		18k	302.26	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.5	$5.2M	-3%	36k	145.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.5	$5.2M		20k	257.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$5.0M		75k	67.53	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.2	$4.6M	+15%	99k	46.23	View chart
Spdr Series Trust State Street Spd (MDYG)	2.2	$4.4M	-17%	46k	95.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.1	$4.4M		152k	29.08	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.1	$4.4M	-6%	30k	144.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.0	$4.2M	-8%	33k	128.12	View chart
Spdr Series Trust State Street Spd (SLYV)	2.0	$4.1M	-9%	43k	94.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$3.9M	+11%	18k	217.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.8	$3.7M		118k	30.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$2.9M		9.0k	320.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$2.7M		28k	97.23	View chart
Apple (AAPL)	1.3	$2.6M	-2%	10k	253.80	View chart
Spdr Series Trust State Street Spd (SLYG)	1.2	$2.4M	-21%	25k	96.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$2.4M		11k	211.16	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	1.1	$2.2M	NEW	19k	114.32	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$2.0M	-13%	25k	82.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$1.7M	NEW	29k	58.54	View chart
Spdr Series Trust State Street Spd (SDY)	0.8	$1.6M		11k	145.95	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.7	$1.4M	NEW	12k	114.83	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$1.4M		16k	89.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$1.4M	-3%	13k	106.02	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.6	$1.2M	-18%	11k	105.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.2M		1.8k	653.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.1M	+2%	5.3k	215.08	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.1M		24k	45.89	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$1.0M	-2%	37k	27.85	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.0M		3.7k	272.39	View chart
Amazon (AMZN)	0.4	$874k		4.2k	208.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$833k		9.5k	88.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$820k	-16%	27k	30.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$800k		7.1k	113.11	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$788k	-20%	9.6k	82.43	View chart
NVIDIA Corporation (NVDA)	0.4	$767k	-2%	4.4k	174.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$759k		1.1k	698.35	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.4	$732k		6.2k	117.68	View chart
Tesla Motors (TSLA)	0.4	$725k		2.0k	371.75	View chart
Lam Research Corp Com New (LRCX)	0.3	$615k		2.9k	213.66	View chart
Microsoft Corporation (MSFT)	0.3	$614k	-4%	1.7k	370.24	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$599k	-14%	11k	52.56	View chart
JPMorgan Chase & Co. (JPM)	0.3	$592k		2.0k	294.19	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$575k	-14%	6.3k	91.65	View chart
Old Dominion Freight Line (ODFL)	0.3	$570k		2.9k	195.40	View chart
Johnson & Johnson (JNJ)	0.3	$549k		2.2k	244.45	View chart
Meta Platforms Cl A (META)	0.3	$526k		920.00	572.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$510k		4.6k	110.38	View chart
Bank of New York Mellon Corporation (BK)	0.2	$502k	-5%	4.2k	118.64	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$496k	-13%	5.6k	87.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$493k		1.7k	286.95	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$450k		5.9k	76.55	View chart
Deckers Outdoor Corporation (DECK)	0.2	$446k	-8%	4.5k	100.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$444k	-8%	683.00	650.34	View chart
Eli Lilly & Co. (LLY)	0.2	$368k		400.00	920.81	View chart
Visa Com Cl A (V)	0.2	$322k	-11%	1.1k	302.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$300k	-9%	487.00	616.76	View chart
Home Depot (HD)	0.1	$297k	-9%	901.00	329.14	View chart
Copart (CPRT)	0.1	$290k		8.7k	33.20	View chart
BioCryst Pharmaceuticals (BCRX)	0.1	$286k		30k	9.52	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$281k		4.0k	70.28	View chart
Abbvie (ABBV)	0.1	$277k		1.3k	217.60	View chart
TJX Companies (TJX)	0.1	$273k	-5%	1.7k	159.70	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$272k	NEW	4.2k	64.77	View chart
Costco Wholesale Corporation (COST)	0.1	$261k	-12%	262.00	996.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$259k	-27%	4.0k	64.09	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$254k	-16%	5.2k	48.33	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$250k	-27%	2.5k	99.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$229k	-2%	532.00	430.29	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$227k		1.0k	224.75	View chart
McDonald's Corporation (MCD)	0.1	$225k		723.00	310.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$225k	-5%	781.00	287.60	View chart

Past Filings by May Barnhard Investments

SEC 13F filings are viewable for May Barnhard Investments going back to 2024

May Barnhard Investments 2026 Q1 filed May 13, 2026
May Barnhard Investments 2025 Q4 filed Jan. 28, 2026
May Barnhard Investments 2025 Q3 filed Nov. 6, 2025
May Barnhard Investments 2025 Q2 filed July 29, 2025
May Barnhard Investments 2025 Q1 filed April 16, 2025
May Barnhard Investments 2023 Q4 filed April 8, 2025
May Barnhard Investments 2024 Q1 filed April 8, 2025
May Barnhard Investments 2024 Q2 filed April 8, 2025
May Barnhard Investments 2024 Q3 filed April 8, 2025
May Barnhard Investments 2024 Q4 filed Feb. 10, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z