The Analysis of May Barnhard Investments LLC's Holdings & P&L


Currently, May Barnhard Investments LLC holds 84 types of securities in its portfolio with a total value $206.0M. In the most recent quarter, they have increased their positions in IVOO (+19.4K shares, valued at $2.2M), VGSH (+29.4K shares, valued at $1.7M), VIOO (+12.3K shares, valued at $1.4M); decreased their positions in MDYG (-9.8K shares, valued at $937.4K), SLYG (-7.1K shares, valued at $690.5K), SCHG (-20.2K shares, valued at $587.3K); initiated new positions in IVOO (+19.4K shares, valued at $2.2M), VGSH (+29.4K shares, valued at $1.7M), VIOO (+12.3K shares, valued at $1.4M).


1M P&L
+6.2M+2.86%
3M P&L
-55.7M-19.98%
HY P&L
-39.4M-15.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A189.6M
93.5%
2Consumer Electronics2.8M
1.4%
3Drug Manufacturers - General1.2M
0.6%

Top Industries by Stock Count

1N/A56 stocks
70.9%
2Drug Manufacturers - General3 stocks
3.8%
3Banks - Diversified2 stocks
2.5%
Stock Holdings
SCHX
SCHWAB STRATEGIC TR
-3.68%
Shares526.6K
Event2026-03-31
Filed2026-05-13
VO
VANGUARD INDEX FDS
4.53%
Shares39.1K
Event2026-03-31
Filed2026-05-13
SCHG
SCHWAB STRATEGIC TR
-5.58%
Shares341.1K
Event2026-03-31
Filed2026-05-13
IJR
ISHARES TR
-1.34%
Shares79.4K
Event2026-03-31
Filed2026-05-13
SCHV
SCHWAB STRATEGIC TR
-3.12%
Shares274.6K
Event2026-03-31
Filed2026-05-13
IJS
ISHARES TR
-3.89%
Shares67.4K
Event2026-03-31
Filed2026-05-13
VV
VANGUARD INDEX FDS
21.73%
Shares25.9K
Event2026-03-31
Filed2026-05-13
VTV
VANGUARD INDEX FDS
18.50%
Shares39.5K
Event2026-03-31
Filed2026-05-13
VOE
VANGUARD INDEX FDS
-0.06%
Shares38.1K
Event2026-03-31
Filed2026-05-13
VB
VANGUARD INDEX FDS
8.28%
Shares22.0K
Event2026-03-31
Filed2026-05-13
VUG
VANGUARD INDEX FDS
19.43%
Shares13.1K
Event2026-03-31
Filed2026-05-13
MDYV
SPDR SERIES TRUST
-7.45%
Shares62.8K
Event2026-03-31
Filed2026-05-13
VBK
VANGUARD INDEX FDS
-1.39%
Shares17.6K
Event2026-03-31
Filed2026-05-13
IWS
ISHARES TR
-3.39%
Shares35.9K
Event2026-03-31
Filed2026-05-13
VOT
VANGUARD INDEX FDS
1.10%
Shares20.1K
Event2026-03-31
Filed2026-05-13
IJH
ISHARES TR
-0.85%
Shares74.6K
Event2026-03-31
Filed2026-05-13
IQLT
ISHARES TR
15.21%
Shares99.1K
Event2026-03-31
Filed2026-05-13
MDYG
SPDR SERIES TRUST
-17.42%
Shares46.3K
Event2026-03-31
Filed2026-05-13
SCHA
SCHWAB STRATEGIC TR
-0.95%
Shares151.6K
Event2026-03-31
Filed2026-05-13
IJT
ISHARES TR
-6.30%
Shares30.4K
Event2026-03-31
Filed2026-05-13
IWP
ISHARES TR
-8.82%
Shares32.8K
Event2026-03-31
Filed2026-05-13
SLYV
SPDR SERIES TRUST
-9.46%
Shares43.2K
Event2026-03-31
Filed2026-05-13
VBR
VANGUARD INDEX FDS
11.13%
Shares18.2K
Event2026-03-31
Filed2026-05-13
SCHM
SCHWAB STRATEGIC TR
-0.62%
Shares118.4K
Event2026-03-31
Filed2026-05-13
VTI
VANGUARD INDEX FDS
-0.67%
Shares9.0K
Event2026-03-31
Filed2026-05-13
IWR
ISHARES TR
0.00%
Shares28.0K
Event2026-03-31
Filed2026-05-13
AAPL
APPLE INC
-2.17%
Shares10.2K
Event2026-03-31
Filed2026-05-13
SLYG
SPDR SERIES TRUST
-22.00%
Shares25.3K
Event2026-03-31
Filed2026-05-13
IVE
ISHARES TR
-0.32%
Shares11.4K
Event2026-03-31
Filed2026-05-13
IVOO
VANGUARD ADMIRAL FDS INC
New
Shares19.4K
Event2026-03-31
Filed2026-05-13
SHY
ISHARES TR
-13.97%
Shares24.6K
Event2026-03-31
Filed2026-05-13
VGSH
VANGUARD SCOTTSDALE FDS
New
Shares29.4K
Event2026-03-31
Filed2026-05-13
SDY
SPDR SERIES TRUST
0.08%
Shares10.7K
Event2026-03-31
Filed2026-05-13
VIOO
VANGUARD ADMIRAL FDS INC
New
Shares12.3K
Event2026-03-31
Filed2026-05-13
ILCB
ISHARES TR
0.00%
Shares15.5K
Event2026-03-31
Filed2026-05-13
NOBL
PROSHARES TR
-3.10%
Shares12.9K
Event2026-03-31
Filed2026-05-13
TBLL
INVESCO EXCH TRADED FD TR II
-18.18%
Shares10.9K
Event2026-03-31
Filed2026-05-13
IVV
ISHARES TR
0.46%
Shares1.8K
Event2026-03-31
Filed2026-05-13
VIG
VANGUARD SPECIALIZED FUNDS
2.91%
Shares5.3K
Event2026-03-31
Filed2026-05-13
XLU
SELECT SECTOR SPDR TR
-0.53%
Shares23.6K
Event2026-03-31
Filed2026-05-13
FNDX
SCHWAB STRATEGIC TR
-2.82%
Shares36.6K
Event2026-03-31
Filed2026-05-13
VHT
VANGUARD WORLD FD
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON COM INC
-0.80%
Shares4.2K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
ISHARES GOLD TR
0.85%
Shares9.5K
Event2026-03-31
Filed2026-05-13
SCHD
SCHWAB STRATEGIC TR
-16.98%
Shares26.7K
Event2026-03-31
Filed2026-05-13
IVW
ISHARES TR
0.01%
Shares7.1K
Event2026-03-31
Filed2026-05-13
VGK
VANGUARD INTL EQUITY INDEX F
-20.55%
Shares9.6K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA CORPORATION
-2.96%
Shares4.4K
Event2026-03-31
Filed2026-05-13
VGT
VANGUARD WORLD FD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-13
IYF
ISHARES TR
0.02%
Shares6.2K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
LAM RESEARCH CORP
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
-4.76%
Shares1.7K
Event2026-03-31
Filed2026-05-13
IGSB
ISHARES TR
-14.26%
Shares11.4K
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-13
BIL
SPDR SERIES TRUST
-14.09%
Shares6.3K
Event2026-03-31
Filed2026-05-13
ODFL
OLD DOMINION FREIGHT LINE IN
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-13
JNJ
JOHNSON & JOHNSON
0.04%
Shares2.2K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC
-0.97%
Shares920
Event2026-03-31
Filed2026-05-13
TIP
ISHARES TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-13
BK
BANK NEW YORK MELLON CORP
-5.71%
Shares4.2K
Event2026-03-31
Filed2026-05-13
DGRW
WISDOMTREE TR
-13.52%
Shares5.6K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-13
SPYM
SPDR SERIES TRUST
0.07%
Shares5.9K
Event2026-03-31
Filed2026-05-13
DECK
DECKERS OUTDOOR CORP
-8.23%
Shares4.5K
Event2026-03-31
Filed2026-05-13
SPY
STATE STR SPDR S&P 500 ETF T
-8.32%
Shares683
Event2026-03-31
Filed2026-05-13
LLY
ELI LILLY & CO
0.00%
Shares400
Event2026-03-31
Filed2026-05-13
V
VISA INC
-11.85%
Shares1.1K
Event2026-03-31
Filed2026-05-13
MDY
STATE STR SPDR S&P MIDCAP 40
-9.31%
Shares487
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
-9.99%
Shares901
Event2026-03-31
Filed2026-05-13
CPRT
COPART INC
0.00%
Shares8.7K
Event2026-03-31
Filed2026-05-13
BCRX
BIOCRYST PHARMACEUTICALS INC
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-13
IEUR
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-13
ABBV
ABBVIE INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-13
TJX
TJX COS INC NEW
-5.41%
Shares1.7K
Event2026-03-31
Filed2026-05-13
IYE
ISHARES TR
New
Shares4.2K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHOLESALE CORPORATION
-12.08%
Shares262
Event2026-03-31
Filed2026-05-13
VEA
VANGUARD TAX-MANAGED FDS
-27.58%
Shares4.0K
Event2026-03-31
Filed2026-05-13
SPSM
SPDR SERIES TRUST
-16.78%
Shares5.2K
Event2026-03-31
Filed2026-05-13
BILS
SPDR SERIES TRUST
-27.89%
Shares2.5K
Event2026-03-31
Filed2026-05-13
GLD
SPDR GOLD TR
-2.21%
Shares532
Event2026-03-31
Filed2026-05-13
VDC
VANGUARD WORLD FD
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-13
MCD
MCDONALDS CORP
0.00%
Shares723
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-5.56%
Shares781
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available