May Barnhard Investments LLC Portfolio Holdings

May Barnhard Investments LLC

  • $200 Billion
  • Q1 2025

May Barnhard Investments LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $200 Billion distributed in 92 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 $13.7B, Schwab Strategic Tr Us Large C with a value of $10.3B, Ishares Core S&P Sm Cap ETF with a value of $9.5B, Schwab Strategic Tr Us Large C with a value of $9.34B, and Ishares S&P Smallcap 600 Value with a value of $7.5B.

Examining the 13F form we can see an decrease of $9.81B in the current position value, from $210B to 200B.

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 $200 Billion
ETFs: $182 Billion
Technology: $5.29 Billion
Consumer Cyclical: $4.51 Billion
Financial Services: $3.18 Billion
Healthcare: $1.76 Billion
Consumer Defensive: $1.76 Billion
Communication Services: $1.35 Billion
Industrials: $482 Million
Other: $278 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $200 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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