May-Barnhard-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  "HD",
  "MCD",
  null,
  "BKNG",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  "LRCX",
  "IWS",
  null,
  "MSFT",
  "MDLZ",
  null,
  "ODFL",
  "IJR",
  "VHT",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "FNDX",
  "SCHX",
  null,
  null,
  null,
  "SPLG",
  "TJX",
  "VO",
  "VV",
  "VOE",
  "VIG",
  null,
  "TOL",
  "SDY",
  "FI",
  "DECK",
  "IWP",
  "IWR",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "VGK",
  "VBK",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VTV",
  "V",
  "WMB",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  null,
  "CRM",
  null,
  null,
  null,
  "BAC",
  "BK",
  "BCRX",
  "CPRT",
  "COST",
  null,
  "IJT",
  "QQQ",
  "MDY",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 92
Total Value: 200400250
Accession Number: 0001172661-25-001499
Form Type: 13F-HR
CIK: may-barnhard-investments
Manager Name: May-Barnhard-Investments

Data Enrichment

74% identified

68 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $200.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524201

SCHX|808524201

Shares:619.7K

Value:$13.7M

% of Portfolio:6.8% ($13.7M/$200.4M)

808524300

SCHG|808524300

Shares:412.6K

Value:$10.3M

% of Portfolio:5.2% ($10.3M/$200.4M)

464287804

IJR|464287804

Shares:90.8K

Value:$9.5M

% of Portfolio:4.7% ($9.5M/$200.4M)

808524409

Shares:351.4K

Value:$9.3M

% of Portfolio:4.7% ($9.3M/$200.4M)

464287879

Shares:77.0K

Value:$7.5M

% of Portfolio:3.7% ($7.5M/$200.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:13.4K

Value:$6.3M

% of Portfolio:3.1% ($6.3M/$200.4M)

808524508

Shares:231.4K

Value:$6.1M

% of Portfolio:3.0% ($6.1M/$200.4M)

922908629

VO|922908629

Shares:23.4K

Value:$6.0M

% of Portfolio:3.0% ($6.0M/$200.4M)

78464A839

Shares:74.3K

Value:$5.7M

% of Portfolio:2.9% ($5.7M/$200.4M)

922908512

VOE|922908512

Shares:35.5K

Value:$5.7M

% of Portfolio:2.8% ($5.7M/$200.4M)

464287473

IWS|464287473

Shares:43.1K

Value:$5.4M

% of Portfolio:2.7% ($5.4M/$200.4M)

464287507

IJH|464287507

Shares:91.2K

Value:$5.3M

% of Portfolio:2.7% ($5.3M/$200.4M)

78464A821

Shares:62.8K

Value:$5.0M

% of Portfolio:2.5% ($5.0M/$200.4M)

464287887

IJT|464287887

Shares:39.9K

Value:$5.0M

% of Portfolio:2.5% ($5.0M/$200.4M)

808524607

SCHA|808524607

Shares:208.9K

Value:$4.9M

% of Portfolio:2.4% ($4.9M/$200.4M)

464287481

IWP|464287481

Shares:41.3K

Value:$4.8M

% of Portfolio:2.4% ($4.8M/$200.4M)

922908595

VBK|922908595

Shares:18.6K

Value:$4.7M

% of Portfolio:2.3% ($4.7M/$200.4M)

922908637

VV|922908637

Shares:17.6K

Value:$4.5M

% of Portfolio:2.3% ($4.5M/$200.4M)

922908538

VOT|922908538

Shares:18.1K

Value:$4.4M

% of Portfolio:2.2% ($4.4M/$200.4M)

922908744

VTV|922908744

Shares:25.0K

Value:$4.3M

% of Portfolio:2.2% ($4.3M/$200.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	619.7K	QoQ +0.13% (-865) YoY +196.85% (+411.0K)	All Managers (Combined)	$13.7M	6.8% ($13.7M/$200.4M)	QoQ -4.61% (-$661.7K) YoY +5.61% (+$727.4K)
(SCHGcusip808524300)	412.6K	QoQ +1.16% (-4.8K) YoY +243.42% (-292.4K)	All Managers (Combined)	$10.3M	5.2% ($10.3M/$200.4M)	QoQ -9.10% (-$1.0M) YoY -7.25% (-$808.1K)
(IJRcusip464287804)	90.8K	QoQ -5.23% (-5.0K) YoY -11.57% (-11.9K)	All Managers (Combined)	$9.5M	4.7% ($9.5M/$200.4M)	QoQ -13.98% (-$1.5M) YoY -16.33% (-$1.9M)
(cusip808524409)✕	351.4K	QoQ +3.83% (+13.0K) YoY +193.53% (+231.7K)	All Managers (Combined)	$9.3M	4.7% ($9.3M/$200.4M)	QoQ +5.86% (+$517.6K) YoY +2.68% (+$244.3K)
(cusip464287879)✕	77.0K	QoQ -3.19% (-2.5K) YoY -16.12% (-14.8K)	All Managers (Combined)	$7.5M	3.7% ($7.5M/$200.4M)	QoQ -13.11% (-$1.1M) YoY -20.43% (-$1.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	13.4K	QoQ -7.35% (-1.1K) YoY -24.42% (-4.3K)	All Managers (Combined)	$6.3M	3.1% ($6.3M/$200.4M)	QoQ -15.01% (-$1.1M) YoY -20.18% (-$1.6M)
(cusip808524508)✕	231.4K	QoQ -11.45% (-29.9K) YoY +189.93% (-151.6K)	All Managers (Combined)	$6.1M	3.0% ($6.1M/$200.4M)	QoQ -16.28% (-$1.2M) YoY -6.71% (-$436.2K)
(VOcusip922908629)	23.4K	QoQ +5.60% (+1.2K) YoY +38.33% (+6.5K)	All Managers (Combined)	$6.0M	3.0% ($6.0M/$200.4M)	QoQ +3.40% (+$198.7K) YoY +43.18% (+$1.8M)
(cusip78464A839)✕	74.3K	QoQ -6.34% (-5.0K) YoY -6.17% (-4.9K)	All Managers (Combined)	$5.7M	2.9% ($5.7M/$200.4M)	QoQ -10.02% (-$637.6K) YoY -4.87% (-$293.2K)
(VOEcusip922908512)	35.5K	QoQ +2.04% (+712) YoY +35.80% (+9.4K)	All Managers (Combined)	$5.7M	2.8% ($5.7M/$200.4M)	QoQ +1.26% (+$71.4K) YoY +39.83% (+$1.6M)
(IWScusip464287473)	43.1K	QoQ -5.68% (-2.6K) YoY -19.71% (-10.6K)	All Managers (Combined)	$5.4M	2.7% ($5.4M/$200.4M)	QoQ -8.13% (-$480.9K) YoY -19.30% (-$1.3M)
(IJHcusip464287507)	91.2K	QoQ -7.84% (-7.8K) YoY -20.79% (-24.0K)	All Managers (Combined)	$5.3M	2.7% ($5.3M/$200.4M)	QoQ -13.70% (-$844.9K) YoY -23.91% (-$1.7M)
(cusip78464A821)✕	62.8K	QoQ -2.33% (-1.5K) YoY -10.45% (-7.3K)	All Managers (Combined)	$5.0M	2.5% ($5.0M/$200.4M)	QoQ -10.68% (-$596.4K) YoY -18.48% (-$1.1M)
(IJTcusip464287887)	39.9K	QoQ -5.79% (-2.5K) YoY -19.33% (-9.6K)	All Managers (Combined)	$5.0M	2.5% ($5.0M/$200.4M)	QoQ -13.35% (-$765.0K) YoY -23.17% (-$1.5M)
(SCHAcusip808524607)	208.9K	QoQ -10.58% (-24.7K) YoY +94.74% (-101.6K)	All Managers (Combined)	$4.9M	2.4% ($4.9M/$200.4M)	QoQ -18.99% (-$1.1M) YoY -7.33% (-$387.3K)
(IWPcusip464287481)	41.3K	QoQ -6.68% (-3.0K) YoY -21.42% (-11.2K)	All Managers (Combined)	$4.8M	2.4% ($4.8M/$200.4M)	QoQ -13.50% (-$756.6K) YoY -19.11% (-$1.1M)
(VBKcusip922908595)	18.6K	QoQ -0.32% (-60) YoY +11.88% (+2.0K)	All Managers (Combined)	$4.7M	2.3% ($4.7M/$200.4M)	QoQ -10.39% (-$543.5K) YoY +8.04% (+$348.8K)
(VVcusip922908637)	17.6K	QoQ +7.27% (+1.2K) YoY +29.74% (+4.0K)	All Managers (Combined)	$4.5M	2.3% ($4.5M/$200.4M)	QoQ +2.23% (+$98.6K) YoY +39.08% (+$1.3M)
(VOTcusip922908538)	18.1K	QoQ +2.45% (-434) YoY +6.35% (+1.1K)	All Managers (Combined)	$4.4M	2.2% ($4.4M/$200.4M)	QoQ -1.23% (-$55.3K) YoY +10.34% (+$416.0K)
(VTVcusip922908744)	25.0K	QoQ +5.29% (+1.3K) YoY +24.82% (+5.0K)	All Managers (Combined)	$4.3M	2.2% ($4.3M/$200.4M)	QoQ +7.43% (+$299.2K) YoY +32.39% (+$1.1M)