May Barnhard Investments LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 82 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 $14.3B, Schwab Strategic Tr Us Large C with a value of $11.4B, Ishares Core S&P Sm Cap ETF with a value of $11B, Schwab Strategic Tr Us Large C with a value of $8.82B, and Ishares S&P Smallcap 600 Value with a value of $8.63B.

Examining the 13F form we can see an increase of $210B in the current position value.

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 $210 Billion
ETFs: $192 Billion
Technology: $5.04 Billion
Consumer Cyclical: $5 Billion
Financial Services: $2.53 Billion
Communication Services: $1.49 Billion
Healthcare: $1.35 Billion
Consumer Defensive: $1.35 Billion
Industrials: $514 Million
Other: $251 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $210 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 82 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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