May Barnhard Investments LLC

Portfolio Overview

May Barnhard Investments LLC disclosed 84 positions worth $206.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 4 and a full exit from $QQQ. The portfolio is most concentrated in Other (90.4% of disclosed assets). All figures are sourced directly from May Barnhard Investments LLC’s Form 13F-HR filing with the SEC under CIK 2052759.

• SCHWAB STRATEGIC TR

  —

  Quality

  $13.5M526,606 sh

• VANGUARD INDEX FDS

  —

  Quality

  $11.2M39,088 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $9.9M341,072 sh

• ISHARES TR

  —

  Quality

  $9.9M79,424 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $8.4M274,605 sh

• ISHARES TR

  —

  Quality

  $8.0M67,429 sh

• VANGUARD INDEX FDS

  —

  Quality

  $7.7M25,904 sh

• VANGUARD INDEX FDS

  —

  Quality

  $7.7M39,454 sh

• VANGUARD INDEX FDS

  —

  Quality

  $7.0M38,071 sh

• VANGUARD INDEX FDS

  —

  Quality

  $5.8M21,974 sh

Showing top 10 of 84 holdings.

Full Holdings — May Barnhard Investments LLC (Q1 2026)

All 84 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SCHWAB STRATEGIC TR	$13.5M	6.5%	-4%	—
2	—	VANGUARD INDEX FDS	$11.2M	5.5%	+5%	—
3	—	SCHWAB STRATEGIC TR	$9.9M	4.8%	-6%	—
4	—	ISHARES TR	$9.9M	4.8%	-1%	—
5	—	SCHWAB STRATEGIC TR	$8.4M	4.1%	-3%	—
6	—	ISHARES TR	$8.0M	3.9%	-4%	—
7	—	VANGUARD INDEX FDS	$7.7M	3.8%	+22%	—
8	—	VANGUARD INDEX FDS	$7.7M	3.8%	+19%	—
9	—	VANGUARD INDEX FDS	$7.0M	3.4%	-0%	—
10	—	VANGUARD INDEX FDS	$5.8M	2.8%	+8%	—
11	—	VANGUARD INDEX FDS	$5.7M	2.8%	+19%	—
12	—	SPDR SERIES TRUST	$5.3M	2.6%	-7%	—
13	—	VANGUARD INDEX FDS	$5.3M	2.6%	-1%	—
14	—	ISHARES TR	$5.2M	2.5%	-3%	—
15	—	VANGUARD INDEX FDS	$5.2M	2.5%	+1%	—
16	—	ISHARES TR	$5.0M	2.4%	-1%	—
17	—	ISHARES TR	$4.6M	2.2%	+15%	—
18	$STT	STATE STREET CORP	$4.4M	2.2%	-17%	61.5
19	—	SCHWAB STRATEGIC TR	$4.4M	2.1%	-1%	—
20	—	ISHARES TR	$4.4M	2.1%	-6%	—
21	—	ISHARES TR	$4.2M	2.0%	-9%	—
22	—	SPDR SERIES TRUST	$4.1M	2.0%	-9%	—
23	—	VANGUARD INDEX FDS	$3.9M	1.9%	+11%	—
24	—	SCHWAB STRATEGIC TR	$3.7M	1.8%	-1%	—
25	—	VANGUARD INDEX FDS	$2.9M	1.4%	-1%	—
26	—	ISHARES TR	$2.7M	1.3%	+0%	—
27	$AAPL	Apple Inc.	$2.6M	1.3%	-2%	76.1
28	—	SPDR SERIES TRUST	$2.4M	1.2%	-22%	—
29	—	ISHARES TR	$2.4M	1.2%	-0%	—
30	—	VANGUARD ADMIRAL FDS INC	$2.2M	1.1%	NEW	—
31	—	ISHARES TR	$2.0M	1.0%	-14%	—
32	—	VANGUARD SCOTTSDALE FDS	$1.7M	0.8%	NEW	—
33	—	SPDR SERIES TRUST	$1.6M	0.8%	+0%	—
34	—	VANGUARD ADMIRAL FDS INC	$1.4M	0.7%	NEW	—
35	—	ISHARES TR	$1.4M	0.7%	+0%	—
36	—	PROSHARES TR	$1.4M	0.7%	-3%	—
37	$IVZ	Invesco Ltd.	$1.2M	0.6%	-18%	—
38	—	ISHARES TR	$1.2M	0.6%	+0%	—
39	—	VANGUARD SPECIALIZED FUNDS	$1.1M	0.6%	+3%	—
40	—	SELECT SECTOR SPDR TR	$1.1M	0.5%	-1%	—
41	—	SCHWAB STRATEGIC TR	$1.0M	0.5%	-3%	—
42	—	VANGUARD WORLD FD	$1.0M	0.5%	+0%	—
43	$AMZN	AMAZON COM INC	$873,901	0.4%	-1%	74.6
44	$IAU	ISHARES GOLD TRUST	$833,288	0.4%	+1%	—
45	—	SCHWAB STRATEGIC TR	$819,694	0.4%	-17%	—
46	—	ISHARES TR	$800,285	0.4%	+0%	—
47	—	VANGUARD INTL EQUITY INDEX F	$787,489	0.4%	-21%	—
48	$NVDA	NVIDIA CORP	$767,186	0.4%	-3%	90.2
49	—	VANGUARD WORLD FD	$759,106	0.4%	+0%	—
50	—	ISHARES TR	$732,418	0.4%	+0%	—
51	$TSLA	Tesla, Inc.	$724,913	0.3%	+0%	50.1
52	$LRCX	LAM RESEARCH CORP	$615,341	0.3%	+0%	82.4
53	$MSFT	MICROSOFT CORP	$614,234	0.3%	-5%	83.7
54	—	ISHARES TR	$598,807	0.3%	-14%	—
55	$JPM	JPMORGAN CHASE & CO	$591,903	0.3%	+0%	35.6
56	—	SPDR SERIES TRUST	$574,555	0.3%	-14%	—
57	$ODFL	OLD DOMINION FREIGHT LINE, INC.	$569,786	0.3%	+0%	68.1
58	$JNJ	JOHNSON & JOHNSON	$549,044	0.3%	+0%	72.8
59	$META	Meta Platforms, Inc.	$526,360	0.3%	-1%	80.9
60	—	ISHARES TR	$509,861	0.3%	+0%	—
61	$__PARK_1390777	Bank of New York Mellon Corp	$501,859	0.2%	-6%	36.7
62	$WT	WisdomTree, Inc.	$496,076	0.2%	-14%	62.9
63	$GOOGL	Alphabet Inc.	$493,272	0.2%	+0%	80.2
64	—	SPDR SERIES TRUST	$449,484	0.2%	+0%	—
65	$DECK	DECKERS OUTDOOR CORP	$446,401	0.2%	-8%	83.2
66	$SPY	SPDR S&P 500 ETF TRUST	$444,182	0.2%	-8%	—
67	$LLY	ELI LILLY & Co	$368,325	0.2%	+0%	89.3
68	$V	VISA INC.	$321,870	0.2%	-12%	83.5
69	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$300,362	0.1%	-9%	—
70	$HD	HOME DEPOT, INC.	$296,554	0.1%	-10%	69.2
71	$CPRT	COPART INC	$290,301	0.1%	+0%	74.9
72	$BCRX	BIOCRYST PHARMACEUTICALS INC	$285,600	0.1%	+0%	37.2
73	—	ISHARES TR	$281,350	0.1%	+0%	—
74	$ABBV	AbbVie Inc.	$277,007	0.1%	+0%	59.3
75	$TJX	TJX COMPANIES INC /DE/	$273,406	0.1%	-5%	70.7
76	—	ISHARES TR	$272,175	0.1%	-95%	—
77	$COST	COSTCO WHOLESALE CORP /NEW	$261,065	0.1%	-12%	67
78	—	VANGUARD TAX-MANAGED FDS	$259,302	0.1%	-28%	—
79	—	SPDR SERIES TRUST	$253,610	0.1%	-17%	—
80	—	SPDR SERIES TRUST	$249,479	0.1%	-28%	—
81	$GLD	SPDR GOLD TRUST	$228,914	0.1%	-2%	—
82	—	VANGUARD WORLD FD	$226,545	0.1%	+0%	—
83	$MCD	MCDONALDS CORP	$224,724	0.1%	+0%	73.9
84	$GOOG	Alphabet Inc.	$224,619	0.1%	-6%	80.2