Institutional Manager · CIK 0002052759
May Barnhard Investments LLC
BETHESDA, MD · File #028-24848
Latest AUM
$211.6M
Positions
84
Top-10 Concentration
45.4%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202584 pos · $211.6M
- 13F HOLDINGS REPORTQ/E Sep 202584 pos · $215.7M
- 13F HOLDINGS REPORTQ/E Jun 202590 pos · $214.2M
- 13F HOLDINGS REPORTQ/E Mar 202592 pos · $200.4M
- 13F HOLDINGS REPORTQ/E Mar 202582 pos · $204.7M
- 13F HOLDINGS REPORTQ/E Mar 202582 pos · $194.4M
- 13F HOLDINGS REPORTQ/E Mar 202582 pos · $193.8M
- 13F HOLDINGS REPORTQ/E Mar 202580 pos · $199.8M
- 13F HOLDINGS REPORTQ/E Dec 202482 pos · $210.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 546,716 | $14.7M | 7.43% |
| 2 | SCHWAB STRATEGIC TR | 808524300 | 361,234 | $11.8M | 5.95% |
| 3 | VANGUARD INDEX FDS | 922908629 | 37,393 | $10.9M | 5.48% |
| 4 | ISHARES TR | 464287804 | 80,506 | $9.7M | 4.88% |
| 5 | SCHWAB STRATEGIC TR | 808524409 | 283,449 | $8.4M | 4.24% |
| 6 | ISHARES TR | 464287879 | 70,155 | $8.0M | 4.03% |
| 7 | INVESCO QQQ TR | IVZ | 11,105 | $6.8M | 3.44% |
| 8 | VANGUARD INDEX FDS | 922908512 | 38,095 | $6.8M | 3.41% |
| 9 | VANGUARD INDEX FDS | 922908637 | 21,280 | $6.7M | 3.38% |
| 10 | VANGUARD INDEX FDS | 922908744 | 33,294 | $6.4M | 3.21% |
| 11 | SPDR SERIES TRUST | 78464A839 | 67,812 | $5.7M | 2.90% |
| 12 | VANGUARD INDEX FDS | 922908538 | 19,849 | $5.5M | 2.80% |
| 13 | VANGUARD INDEX FDS | 922908595 | 17,853 | $5.4M | 2.72% |
| 14 | VANGUARD INDEX FDS | 922908736 | 10,999 | $5.4M | 2.71% |
| 15 | ISHARES TR | 464287473 | 37,179 | $5.2M | 2.65% |
| 16 | VANGUARD INDEX FDS | 922908751 | 20,294 | $5.2M | 2.64% |
| 17 | SPDR SERIES TRUST | 78464A821 | 56,067 | $5.2M | 2.62% |
| 18 | ISHARES TR | 464287507 | 75,223 | $5.0M | 2.51% |
| 19 | ISHARES TR | 464287481 | 36,016 | $4.9M | 2.49% |
| 20 | ISHARES TR | 464287887 | 32,428 | $4.6M | 2.31% |