May Barnhard Investments LLC Portfolio Holdings

May Barnhard Investments LLC

  • $214 Billion
  • Q2 2025

May Barnhard Investments LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $15.1B, Schwab Strategic Tr Us Large C with a value of $11.9B, Ishares Core S&P Sm Cap ETF with a value of $9.89B, Schwab Strategic Tr Us Large C with a value of $9.71B, and Vanguard Mid Cap ETF with a value of $9B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $200B to 214B.

May Barnhard Investments LLC is based out at Bethesda, MD

Below you can find more details about May Barnhard Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $214 Billion
ETFs: $194 Billion
Technology: $5.97 Billion
Consumer Cyclical: $4.8 Billion
Financial Services: $3.32 Billion
Consumer Defensive: $1.83 Billion
Communication Services: $1.61 Billion
Healthcare: $1.39 Billion
Industrials: $473 Million
Other: $292 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Billion 7.05% of portfolio
617,821
Q2 2025 Reduced 0.31%
$0
$11.9 Billion 5.57% of portfolio
408,031
Q2 2025 Reduced 1.1%
$0
$9.89 Billion 4.62% of portfolio
90,500
Q2 2025 Reduced 0.33%
$0
$9.71 Billion 4.53% of portfolio
350,876
Q2 2025 Reduced 0.15%
$0
$9 Billion 4.2% of portfolio
32,169
Q2 2025 Added 37.7%
$0
$7.62 Billion 3.56% of portfolio
76,613
Q2 2025 Reduced 0.44%
$0
$7.11 Billion 3.32% of portfolio
12,880
Q2 2025 Reduced 3.85%
$0
$5.92 Billion 2.76% of portfolio
35,970
Q2 2025 Added 1.3%
$0
$5.67 Billion 2.65% of portfolio
42,911
Q2 2025 Reduced 0.41%
$0
$5.63 Billion 2.63% of portfolio
70,934
Q2 2025 Reduced 4.48%
$0
$5.6 Billion 2.61% of portfolio
90,234
Q2 2025 Reduced 1.06%
$0
$5.5 Billion 2.57% of portfolio
39,635
Q2 2025 Reduced 3.93%
$0
$5.33 Billion 2.49% of portfolio
61,327
Q2 2025 Reduced 2.27%
$0
$5.26 Billion 2.46% of portfolio
18,493
Q2 2025 Added 1.93%
$0
$5.15 Billion 2.41% of portfolio
38,717
Q2 2025 Reduced 2.86%
$0
$5.09 Billion 2.38% of portfolio
18,366
Q2 2025 Reduced 1.33%
$0
$4.97 Billion 2.32% of portfolio
196,417
Q2 2025 Reduced 5.97%
$0
$4.54 Billion 2.12% of portfolio
19,156
Q2 2025 Added 6.71%
$0
$4.33 Billion 2.02% of portfolio
24,488
Q2 2025 Reduced 2.12%
$0
$4.3 Billion 2.01% of portfolio
153,340
Q2 2025 Reduced 33.73%
$0
$4.17 Billion 1.95% of portfolio
9,501
Q2 2025 Reduced 6.33%
$0
$4.05 Billion 1.89% of portfolio
50,832
Q2 2025 Reduced 3.97%
$0
$3.74 Billion 1.75% of portfolio
19,172
Q2 2025 Added 0.89%
$0
$3.6 Billion 1.68% of portfolio
83,247
Q2 2025 Added 3.31%
$0
$3.42 Billion 1.6% of portfolio
38,500
Q2 2025 Reduced 6.56%
$0
$3.04 Billion 1.42% of portfolio
36,729
Q2 2025 Reduced 4.07%
$0
$2.79 Billion 1.3% of portfolio
9,170
Q1 2025 Added 0.31%
$0
$2.58 Billion 1.2% of portfolio
28,043
Q4 2024 New
$0
$2.22 Billion 1.04% of portfolio
11,352
Q2 2025 Added 0.3%
$454B
$2.13 Billion 0.99% of portfolio
13,464
Q2 2025 Reduced 2.88%
$3.65T
$1.89 Billion 0.88% of portfolio
9,235
Q2 2025 Added 0.05%
$0
$1.76 Billion 0.82% of portfolio
16,682
Q2 2025 Added 11.07%
$3.89T
$1.7 Billion 0.79% of portfolio
3,408
Q2 2025 Added 0.12%
$370B
$1.66 Billion 0.78% of portfolio
35,168
Q2 2025 Reduced 10.25%
$0
$1.59 Billion 0.74% of portfolio
11,726
Q2 2025 Added 15.44%
$0
$1.53 Billion 0.71% of portfolio
15,161
Q2 2025 Reduced 0.91%
$2.25T
$1.41 Billion 0.66% of portfolio
6,413
Q1 2025 Added 10.89%
$0
$1.33 Billion 0.62% of portfolio
15,465
Q4 2024 New
$0
$1.29 Billion 0.6% of portfolio
2,083
Q2 2025 Added 0.19%
$0
$1.15 Billion 0.54% of portfolio
4,626
Q2 2025 Added 5.06%
$0
$1.11 Billion 0.52% of portfolio
14,316
Q2 2025 Added 0.87%
$0
$961 Million 0.45% of portfolio
10,479
Q2 2025 Reduced 7.81%
$0
$970 Million 0.45% of portfolio
11,875
Q2 2025 Added 0.01%
$0
$946 Million 0.44% of portfolio
38,538
Q2 2025 Added 4.66%
$1.23T
$921 Million 0.43% of portfolio
5,191
Q2 2025 Added 0.06%
$0
$910 Million 0.43% of portfolio
4,447
Q2 2025 Added 17.27%
$0
$783 Million 0.37% of portfolio
7,109
Q2 2025 Added 0.04%
$0
$753 Million 0.35% of portfolio
6,221
Q1 2025 Added 0.02%
$0
$745 Million 0.35% of portfolio
28,120
Q2 2025 Reduced 0.72%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $214 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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