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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Salesforce, Inc.

CRM|79466L302

Shares:928

Value:$249.0K

% of Portfolio:0.1% ($249.0K/$200.4M)

46434V738

Shares:3.9K

Value:$236.2K

% of Portfolio:0.1% ($236.2K/$200.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.9K

Value:$236.2K

% of Portfolio:0.1% ($236.2K/$200.4M)

MCDONALDS CORP

MCD|580135101

Shares:737

Value:$230.4K

% of Portfolio:0.1% ($230.4K/$200.4M)

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:30.0K

Value:$225.0K

% of Portfolio:0.1% ($225.0K/$200.4M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.3K

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$200.4M)

92204A207

Shares:1.0K

Value:$220.7K

% of Portfolio:0.1% ($220.7K/$200.4M)

78464A854

SPLG|78464A854

Shares:3.2K

Value:$213.2K

% of Portfolio:0.1% ($213.2K/$200.4M)

Booking Holdings Inc.

BKNG|09857L108

Shares:46

Value:$211.9K

% of Portfolio:0.1% ($211.9K/$200.4M)

LAM RESEARCH CORP

LRCX|512807306

Shares:2.9K

Value:$209.4K

% of Portfolio:0.1% ($209.4K/$200.4M)

FISERV INC

FI|337738108

Shares:944

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$200.4M)

464287796

Shares:4.1K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$200.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	928	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$249.0K	0.1% ($249.0K/$200.4M)	QoQ -19.73% (-$61.2K) YoY -10.89% (-$30.5K)
(cusip46434V738)✕	3.9K	QoQ 0.00% (+0) YoY +3.45% (+131)	All Managers (Combined)	$236.2K	0.1% ($236.2K/$200.4M)	QoQ +11.43% (+$24.2K) YoY +7.57% (+$16.6K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$236.2K	0.1% ($236.2K/$200.4M)	QoQ NEW(+$236.2K) YoY NEW(+$236.2K)
MCDONALDS CORP(MCDcusip580135101)	737	QoQ NEW(+737) YoY NEW(+737)	All Managers (Combined)	$230.4K	0.1% ($230.4K/$200.4M)	QoQ NEW(+$230.4K) YoY NEW(+$230.4K)
BIOCRYST PHARMACEUTICALS INC(BCRXcusip09058V103)	30.0K	QoQ 0.00% (-0) YoY NEW(+30.0K)	All Managers (Combined)	$225.0K	0.1% ($225.0K/$200.4M)	QoQ -0.26% (-$600) YoY NEW(+$225.0K)
Mondelez International, Inc.(MDLZcusip609207105)	3.3K	QoQ NEW(+3.3K) YoY +14.46% (+418)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$200.4M)	QoQ NEW(+$224.5K) YoY +10.95% (+$22.2K)
(cusip92204A207)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$220.7K	0.1% ($220.7K/$200.4M)	QoQ +3.51% (+$7.5K) YoY +7.19% (+$14.8K)
(SPLGcusip78464A854)	3.2K	QoQ +0.34% (-11) YoY NEW(+3.2K)	All Managers (Combined)	$213.2K	0.1% ($213.2K/$200.4M)	QoQ -4.29% (-$9.6K) YoY NEW(+$213.2K)
Booking Holdings Inc.(BKNGcusip09857L108)	46	QoQ 0.00% (-0) YoY NEW(+46)	All Managers (Combined)	$211.9K	0.1% ($211.9K/$200.4M)	QoQ -7.27% (-$16.6K) YoY NEW(+$211.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	2.9K	QoQ 0.00% (+0) YoY NEW(+2.9K)	All Managers (Combined)	$209.4K	0.1% ($209.4K/$200.4M)	QoQ +0.65% (+$1.4K) YoY NEW(+$209.4K)
FISERV INC(FIcusip337738108)	944	QoQ NEW(+944) YoY NEW(+944)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$200.4M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
(cusip464287796)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$200.4M)	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)