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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78464A300

Shares:52.9K

Value:$4.1M

% of Portfolio:2.1% ($4.1M/$200.4M)

922908751

VB|922908751

Shares:18.0K

Value:$4.0M

% of Portfolio:2.0% ($4.0M/$200.4M)

922908736

VUG|922908736

Shares:10.1K

Value:$3.8M

% of Portfolio:1.9% ($3.8M/$200.4M)

922908611

VBR|922908611

Shares:19.0K

Value:$3.5M

% of Portfolio:1.8% ($3.5M/$200.4M)

78464A201

Shares:41.2K

Value:$3.4M

% of Portfolio:1.7% ($3.4M/$200.4M)

46434V456

Shares:80.6K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$200.4M)

464287457

Shares:38.3K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$200.4M)

922908769

VTI|922908769

Shares:9.2K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$200.4M)

464287499

IWR|464287499

Shares:28.0K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$200.4M)

464287408

IVE|464287408

Shares:11.3K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$200.4M)

Apple Inc.

AAPL|037833100

Shares:9.2K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$200.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:39.2K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$200.4M)

46138G888

Shares:15.0K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$200.4M)

74348A467

Shares:15.3K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$200.4M)

NVIDIA CORP

NVDA|67066G104

Shares:13.9K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$200.4M)

78464A763

SDY|78464A763

Shares:10.2K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$200.4M)

MICROSOFT CORP

MSFT|594918104

Shares:3.4K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$200.4M)

AMAZON COM INC

AMZN|023135106

Shares:6.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$200.4M)

464287127

Shares:15.5K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$200.4M)

464287200

IVV|464287200

Shares:2.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$200.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A300)✕	52.9K	QoQ -5.66% (-3.2K) YoY -9.82% (-5.8K)	All Managers (Combined)	$4.1M	2.1% ($4.1M/$200.4M)	QoQ -15.23% (-$746.0K) YoY -14.79% (-$720.5K)
(VBcusip922908751)	18.0K	QoQ +4.86% (-833) YoY +58.91% (+6.7K)	All Managers (Combined)	$4.0M	2.0% ($4.0M/$200.4M)	QoQ -3.21% (-$132.4K) YoY +54.16% (+$1.4M)
(VUGcusip922908736)	10.1K	QoQ +6.47% (-617) YoY -6.63% (-721)	All Managers (Combined)	$3.8M	1.9% ($3.8M/$200.4M)	QoQ -3.79% (-$148.5K) YoY +0.58% (-$22.0K)
(VBRcusip922908611)	19.0K	QoQ +6.47% (+1.2K) YoY +40.27% (+5.5K)	All Managers (Combined)	$3.5M	1.8% ($3.5M/$200.4M)	QoQ +0.08% (+$2.8K) YoY +36.17% (+$940.5K)
(cusip78464A201)✕	41.2K	QoQ -1.35% (-568) YoY -15.98% (-7.8K)	All Managers (Combined)	$3.4M	1.7% ($3.4M/$200.4M)	QoQ -9.38% (-$354.2K) YoY -20.05% (-$858.2K)
(cusip46434V456)✕	80.6K	QoQ +27.08% (+17.2K) YoY +140.42% (+47.1K)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$200.4M)	QoQ +35.88% (+$844.6K) YoY +140.60% (+$1.9M)
(cusip464287457)✕	38.3K	QoQ +13.77% (+4.6K) YoY +17.40% (+5.7K)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$200.4M)	QoQ +14.82% (+$408.9K) YoY +18.76% (+$500.6K)
(VTIcusip922908769)	9.2K	QoQ +0.30% (-28) YoY -0.47% (-44)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$200.4M)	QoQ -4.87% (-$129.1K) YoY +5.24% (-$125.5K)
(IWRcusip464287499)	28.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$200.4M)	QoQ -3.76% (-$93.4K) YoY +1.16% (+$27.5K)
(IVEcusip464287408)	11.3K	QoQ -17.70% (-2.4K) YoY -20.96% (-3.0K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$200.4M)	QoQ -17.83% (-$468.1K) YoY -19.37% (-$518.3K)
Apple Inc.(AAPLcusip037833100)	9.2K	QoQ +6.43% (-558) YoY -48.53% (-8.7K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$200.4M)	QoQ -5.58% (-$121.4K) YoY -33.33% (-$1.0M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	39.2K	QoQ -0.01% (-6) YoY -3.04% (-1.2K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$200.4M)	QoQ -5.06% (-$87.3K) YoY +6.69% (-$102.7K)
(cusip46138G888)✕	15.0K	QoQ +31.05% (+3.6K) YoY +64.97% (+5.9K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$200.4M)	QoQ +30.98% (+$374.9K) YoY +65.07% (+$624.9K)
(cusip74348A467)✕	15.3K	QoQ -13.69% (-2.4K) YoY -46.02% (-13.0K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$200.4M)	QoQ -11.41% (-$201.4K) YoY -45.61% (-$1.3M)
NVIDIA CORP(NVDAcusip67066G104)	13.9K	QoQ +51.98% (+4.7K) YoY +1354.66% (+12.9K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$200.4M)	QoQ +22.66% (+$277.6K) YoY +74.34% (+$640.7K)
(SDYcusip78464A763)	10.2K	QoQ +0.17% (+18) YoY -1.45% (-150)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$200.4M)	QoQ +2.89% (+$38.8K) YoY +1.88% (-$25.5K)
MICROSOFT CORP(MSFTcusip594918104)	3.4K	QoQ +7.34% (-233) YoY -4.08% (-145)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$200.4M)	QoQ -4.39% (-$58.7K) YoY -14.41% (-$215.2K)
AMAZON COM INC(AMZNcusip023135106)	6.4K	QoQ +10.89% (-630) YoY +2.87% (+179)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$200.4M)	QoQ -3.83% (-$48.6K) YoY +8.50% (+$95.6K)
(cusip464287127)✕	15.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$200.4M)	QoQ -4.80% (-$60.3K) YoY +6.60% (+$74.1K)
(IVVcusip464287200)	2.1K	QoQ -25.64% (-717) YoY -33.87% (-1.1K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$200.4M)	QoQ -29.03% (-$477.9K) YoY -29.32% (-$484.8K)