Data as of Q4 2025 (Dec 31, 2025)

May Barnhard Investments LLC

•CIK: 2052759•Filing: Q4 2025

May Barnhard Investments LLC manages $212M across a diversified portfolio of 84 positions. The fund exhibits a clear focus on broad market exposure, with top holdings including SCHX at $14.7M and SCHG at $11.8M. Significant allocations are also directed toward sector and index plays, notably VO ($10.9M) and IJR ($9.7M). This concentration suggests a systematic, large-cap growth and value tilt across major US indices.

Total AUM
$211.6M
QoQ Performance
-1.9%
Positions
42
Top 10 Concentration
42.5%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHX
SCHG
VO
SCHX7.0%
SCHG5.6%
VO5.1%
IJR4.6%
SCHV4.0%
IJS3.8%
NDQ3.2%
VOE3.2%

📈 Biggest Buys

VTV
VANGUARD INDEX FDS
+20.7%
3.0% of portfolio
XLU
SELECT SECTOR SPDR TR
+100.0%
0.5% of portfolio
VV
VANGUARD INDEX FDS
+5.5%
3.2% of portfolio
IQLT
ISHARES TR
+9.1%
1.8% of portfolio
GQ9
SPDR GOLD TR
NEW
0.1% of portfolio

📉 Biggest Sells

SCHX
SCHWAB STRATEGIC TR
-6.1%
7.0% of portfolio
SCHG
SCHWAB STRATEGIC TR
-7.2%
5.6% of portfolio
SCHV
SCHWAB STRATEGIC TR
-7.5%
4.0% of portfolio
IJH
ISHARES TR
-11.4%
2.3% of portfolio
IJR
ISHARES TR
-6.1%
4.6% of portfolio

Sector Breakdown

Other93.5%
Technology3.2%
Consumer1.4%
ETF0.8%
Financial0.6%
Healthcare0.6%

🚪 Exited Positionssold since Q3 2025

BSV
VANGUARD BD INDEX FDS
SOLD
$435.3K

Changes from Q3 2025

NEW1 new position
↑20 increased
↓48 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SCHX7.0%
SCHWAB STRATEGIC TR
$14.7M
SCHG5.6%
SCHWAB STRATEGIC TR
$11.8M
VO5.1%
VANGUARD INDEX FDS
$10.9M
IJR4.6%
ISHARES TR
$9.7M
SCHV4.0%
SCHWAB STRATEGIC TR
$8.4M

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