Institutional
May Barnhard Investments LLC
CIK 0002052759
$247.2M
Reported AUM
88
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for May Barnhard Investments LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $29.25 | 1.53% | 19.85% | 71.32% | $15.3M | 6.20% | — | HELD |
| 2 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | 15.49% | 39.87% | $12.9M | 5.23% | — | HELD |
| 3 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $11.7M | 4.72% | — | HELD |
| 4 | SCHG | SCHWAB STRATEGIC TR | $33.79 | 1.65% | 14.36% | 75.82% | $11.3M | 4.56% | — | HELD |
| 5 | VV | VANGUARD INDEX FDS | $341.27 | 1.73% | 19.95% | 72.52% | $9.6M | 3.88% | — | HELD |
| 6 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $9.4M | 3.78% | — | HELD |
| 7 | SCHV | SCHWAB STRATEGIC TR | $34.16 | 1.18% | 24.73% | 60.52% | $9.2M | 3.73% | — | HELD |
| 8 | IJS | ISHARES TR | $135.84 | -0.01% | 39.33% | 43.58% | $9.2M | 3.71% | — | HELD |
| 9 | QQQ | INVESCO QQQ TR | — | — | 20.05% | 79.46% | $8.5M | 3.44% | — | HELD |
| 10 | VOE | VANGUARD INDEX FDS | $205.22 | -0.34% | 26.79% | 57.85% | $7.6M | 3.09% | — | HELD |
| 11 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | 11.12% | 64.94% | $7.3M | 2.97% | — | HELD |
| 12 | VB | VANGUARD INDEX FDS | $295.80 | 0.96% | 25.00% | 39.48% | $6.9M | 2.81% | — | HELD |
| 13 | VBK | VANGUARD INDEX FDS | $341.38 | 2.17% | 20.90% | 17.88% | $6.4M | 2.61% | — | HELD |
| 14 | VOT | VANGUARD INDEX FDS | $294.90 | 1.55% | 2.27% | 21.12% | $6.1M | 2.49% | — | HELD |
| 15 | IWS | ISHARES TR | $167.60 | -0.22% | 27.17% | 53.17% | $5.8M | 2.36% | — | HELD |
| 16 | MDYV | SPDR SERIES TRUST | $95.21 | 0.15% | 22.59% | 50.32% | $5.7M | 2.30% | — | HELD |
| 17 | IJH | ISHARES TR | $75.35 | 0.83% | 21.62% | 45.60% | $5.7M | 2.29% | — | HELD |
| 18 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | 31.48% | 35.93% | $5.2M | 2.12% | — | HELD |
| 19 | IQLT | ISHARES TR | $50.58 | 2.18% | 24.77% | 43.49% | $5.2M | 2.10% | — | HELD |
| 20 | IJT | ISHARES TR | $173.07 | 1.74% | 31.47% | 33.23% | $5.1M | 2.06% | — | HELD |
| 21 | MDYG | SPDR SERIES TRUST | $106.89 | 1.49% | 22.11% | 40.34% | $4.9M | 1.98% | — | HELD |
| 22 | IWP | ISHARES TR | $137.48 | 2.35% | -2.05% | 18.01% | $4.7M | 1.91% | — | HELD |
| 23 | VBR | VANGUARD INDEX FDS | $245.11 | 0.04% | 27.15% | 55.29% | $4.5M | 1.84% | — | HELD |
| 24 | SLYV | SPDR SERIES TRUST | $108.31 | -0.06% | 39.39% | 43.58% | $4.5M | 1.80% | — | HELD |
| 25 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | 24.62% | 39.94% | $4.2M | 1.72% | — | HELD |
| 26 | IVOO | VANGUARD ADMIRAL FDS INC | $127.46 | 0.81% | 22.94% | 47.18% | $3.7M | 1.50% | — | HELD |
| 27 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | 19.26% | 65.80% | $3.3M | 1.34% | — | HELD |
| 28 | IWR | ISHARES TR | $110.00 | 0.38% | 19.53% | 42.72% | $3.1M | 1.25% | — | HELD |
| 29 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $3.1M | 1.25% | — | HELD |
| 30 | SLYG | SPDR SERIES TRUST | $115.52 | 1.69% | 30.54% | 32.32% | $2.8M | 1.11% | — | HELD |
| 31 | VIOO | VANGUARD ADMIRAL FDS INC | $134.87 | 0.80% | — | — | $2.6M | 1.05% | — | HELD |
| 32 | IVE | ISHARES TR | $232.16 | -0.09% | — | — | $2.6M | 1.04% | — | HELD |
| 33 | VGSH | VANGUARD SCOTTSDALE FDS | $58.13 | 0.02% | — | — | $2.3M | 0.92% | — | HELD |
| 34 | SHY | ISHARES TR | $82.01 | 0.02% | — | — | $1.9M | 0.77% | — | HELD |
| 35 | SDY | SPDR SERIES TRUST | $155.44 | -1.46% | — | — | $1.6M | 0.66% | — | HELD |
| 36 | ILCB | ISHARES TR | $102.67 | 1.64% | — | — | $1.6M | 0.65% | — | HELD |
| 37 | NOBL | PROSHARES TR | $57.19 | -1.75% | — | — | $1.4M | 0.55% | — | HELD |
| 38 | IVV | ISHARES TR | $745.20 | 1.65% | — | — | $1.3M | 0.53% | — | HELD |
| 39 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $1.2M | 0.50% | — | HELD |
| 40 | TBLL | INVESCO EXCH TRADED FD TR II | $105.59 | 0.03% | — | — | $1.2M | 0.48% | — | HELD |
| 41 | VHT | VANGUARD WORLD FD | $307.15 | -1.34% | — | — | $1.1M | 0.45% | — | HELD |
| 42 | LRCX | LAM RESEARCH CORP | $297.72 | 17.98% | — | — | $1.1M | 0.44% | — | HELD |
| 43 | XLU | SELECT SECTOR SPDR TR | $44.66 | -0.56% | — | — | $1.1M | 0.44% | — | HELD |
| 44 | AMZN | AMAZON COM INC | $235.50 | 3.90% | — | — | $1.1M | 0.43% | — | HELD |
| 45 | VGT | VANGUARD WORLD FD | $113.58 | 4.97% | — | — | $1.0M | 0.42% | — | HELD |
| 46 | FNDX | SCHWAB STRATEGIC TR | $31.70 | 0.51% | — | — | $1.0M | 0.41% | — | HELD |
| 47 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | — | — | $989K | 0.40% | — | HELD |
| 48 | IVW | ISHARES TR | $133.33 | 3.13% | — | — | $973K | 0.39% | — | HELD |
| 49 | VGK | VANGUARD INTL EQUITY INDEX F | $90.99 | 2.40% | — | — | $820K | 0.33% | — | HELD |
| 50 | TSLA | TESLA INC | $308.85 | 3.53% | — | — | $820K | 0.33% | — | HELD |
| 51 | IYF | ISHARES TR | $134.77 | 0.44% | — | — | $794K | 0.32% | — | HELD |
| 52 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | — | — | $784K | 0.32% | — | HELD |
| 53 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | — | — | $708K | 0.29% | — | HELD |
| 54 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | — | — | $704K | 0.28% | — | HELD |
| 55 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | — | — | $700K | 0.28% | — | HELD |
| 56 | ODFL | OLD DOMINION FREIGHT LINE IN | $212.47 | -4.63% | — | — | $632K | 0.26% | — | HELD |
| 57 | BK | BANK OF NY MELLON CORP | — | — | — | — | $612K | 0.25% | — | HELD |
| 58 | GOOG | ALPHABET INC | $333.68 | -0.62% | — | — | $596K | 0.24% | — | HELD |
| 59 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $589K | 0.24% | — | HELD |
| 60 | IGSB | ISHARES TR | $52.18 | 0.08% | — | — | $568K | 0.23% | — | HELD |
| 61 | META | META PLATFORMS INC | $539.03 | -7.95% | — | — | $551K | 0.22% | — | HELD |
| 62 | DGRW | WISDOMTREE TR | $95.99 | 0.88% | — | — | $540K | 0.22% | — | HELD |
| 63 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $535K | 0.22% | — | HELD |
| 64 | SPYM | SPDR SERIES TRUST | $87.31 | 1.61% | — | — | $516K | 0.21% | — | HELD |
| 65 | TIP | ISHARES TR | $107.74 | -0.03% | — | — | $513K | 0.21% | — | HELD |
| 66 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | — | — | $510K | 0.21% | — | HELD |
| 67 | BIL | SPDR SERIES TRUST | $91.65 | 0.01% | — | — | $510K | 0.21% | — | HELD |
| 68 | DECK | DECKERS OUTDOOR CORP | $99.69 | -3.72% | — | — | $443K | 0.18% | — | HELD |
| 69 | GOOGL | ALPHABET INC | $333.66 | -0.91% | — | — | $399K | 0.16% | — | HELD |
| 70 | V | VISA INC | $366.27 | -0.67% | — | — | $383K | 0.15% | — | HELD |
| 71 | HD | HOME DEPOT INC | $333.35 | -1.45% | — | — | $347K | 0.14% | — | HELD |
| 72 | MDY | STATE STR SPDR S&P MIDCAP 40 | $687.19 | 0.89% | — | — | $343K | 0.14% | — | HELD |
| 73 | IEUR | ISHARES TR | $77.07 | 2.38% | — | — | $301K | 0.12% | — | HELD |
| 74 | BCRX | BIOCRYST PHARMACEUTICALS INC | $9.24 | -3.04% | — | — | $300K | 0.12% | — | HELD |
| 75 | ABBV | ABBVIE INC | $257.41 | -2.24% | — | — | $298K | 0.12% | — | HELD |
| 76 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | — | — | $296K | 0.12% | — | HELD |
| 77 | SPSM | SPDR SERIES TRUST | $56.57 | 0.84% | — | — | $296K | 0.12% | — | HELD |
| 78 | VEA | VANGUARD TAX-MANAGED FDS | $71.09 | 3.10% | — | — | $288K | 0.12% | — | HELD |
| 79 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | — | — | $268K | 0.11% | — | HELD |
| 80 | TJX | TJX COS INC NEW | $159.26 | -1.47% | — | — | $259K | 0.10% | — | HELD |
| 81 | BILS | SPDR SERIES TRUST | $99.42 | 0.02% | — | — | $250K | 0.10% | — | HELD |
| 82 | CPRT | COPART INC | $29.57 | -4.06% | — | — | $246K | 0.10% | — | HELD |
| 83 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $242K | 0.10% | — | HELD |
| 84 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | — | — | $241K | 0.10% | — | HELD |
| 85 | IYE | ISHARES TR | $62.56 | 0.51% | — | — | $239K | 0.10% | — | HELD |
| 86 | VDC | VANGUARD WORLD FD | $231.37 | -2.00% | — | — | $227K | 0.09% | — | HELD |
| 87 | APH | AMPHENOL CORP | $159.82 | 6.33% | — | — | $214K | 0.09% | — | HELD |
| 88 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | — | — | $205K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002707. 13F discloses long positions only — shorts, foreign equities, and options are excluded.