§ 13F · FUND PROFILE
May Barnhard Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $216M (13F)Positions · 84Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 527K | $14M | 6.6% | −4% |
| 2 | VO | VANGUARD INDEX FDS | 39K | $11M | 5.4% | +5% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 341K | $10M | 4.8% | −6% |
| 4 | IJR | ISHARES TR | 79K | $10M | 4.8% | −1% |
| 5 | SCHV | SCHWAB STRATEGIC TR | 275K | $8M | 4.1% | −3% |
| 6 | IJS | ISHARES TR | 67K | $8M | 3.9% | −4% |
| 7 | VV | VANGUARD INDEX FDS | 26K | $8M | 3.8% | +22% |
| 8 | VTV | VANGUARD INDEX FDS | 39K | $8M | 3.8% | +19% |
| 9 | VOE | VANGUARD INDEX FDS | 38K | $7M | 3.4% | ±0% |
| 10 | VB | VANGUARD INDEX FDS | 22K | $6M | 2.8% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAY SIGNAL
AC read
May Barnhard Investments LLC is a Other fund managing $216 million in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed