May Barnhard Investments LLC Top Holdings and 13F Report (2025) About May Barnhard Investments LLCInvestment ActivityMay Barnhard Investments LLC has $214.16 million in total holdings as of June 30, 2025.May Barnhard Investments LLC owns shares of 90 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, May Barnhard Investments LLC has purchased 92 new stocks and bought additional shares in 34 stocks.May Barnhard Investments LLC sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $15,099,549Schwab U.S. Large-Cap Growth ETF $11,918,602iShares Core S&P Small-Cap ETF $9,890,821Schwab U.S. Large-Cap Value ETF $9,708,753Vanguard Mid-Cap ETF $9,001,864 Largest Purchases this Quarter Vanguard Mid-Cap ETF 8,808 shares (about $2.46M)Vanguard Small-Cap ETF 1,205 shares (about $285.56K)SPDR S&P Dividend ETF 1,568 shares (about $212.83K)Invesco Short Term Treasury ETF 1,663 shares (about $175.52K)Vanguard Dividend Appreciation ETF 655 shares (about $134.08K) Largest Sales this Quarter Schwab U.S. Mid-Cap ETF 78,034 shares (about $2.19M)Schwab US Small-Cap ETF 12,469 shares (about $315.47K)Invesco QQQ 516 shares (about $284.66K)Vanguard Growth ETF 642 shares (about $281.47K)SPDR S&P 400 Mid Cap Value ETF 3,327 shares (about $264.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMay Barnhard Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$15,099,549$46,851 ▼-0.3%617,8217.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,918,602$133,052 ▼-1.1%408,0315.6%ETFIJRiShares Core S&P Small-Cap ETF$9,890,821$33,006 ▼-0.3%90,5004.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$9,708,753$14,195 ▼-0.1%350,8764.5%ETFVOVanguard Mid-Cap ETF$9,001,864$2,464,746 ▲37.7%32,1694.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$7,622,297$34,026 ▼-0.4%76,6133.6%ETFQQQInvesco QQQ$7,105,412$284,658 ▼-3.9%12,8803.3%FinanceVOEVanguard Mid-Cap Value ETF$5,915,701$75,653 ▲1.3%35,9702.8%ETFIWSiShares Russell Mid-Cap Value ETF$5,670,316$23,521 ▼-0.4%42,9112.6%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$5,634,344$264,266 ▼-4.5%70,9342.6%ETFIJHiShares Core S&P Mid-Cap ETF$5,596,345$59,850 ▼-1.1%90,2342.6%ETFIWPiShares Russell Mid-Cap Growth ETF$5,496,707$224,944 ▼-3.9%39,6352.6%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$5,327,552$123,792 ▼-2.3%61,3272.5%ETFVOTVanguard Mid-Cap Growth ETF$5,259,469$99,826 ▲1.9%18,4932.5%ETFIJTiShares S&P Small-Cap 600 Growth ETF$5,150,967$151,667 ▼-2.9%38,7172.4%ETFVBKVanguard Small-Cap Growth ETF$5,086,476$68,684 ▼-1.3%18,3662.4%ETFVVVanguard Large-Cap ETF$5,049,223$36,520 ▲0.7%17,6972.4%ETFSCHASchwab US Small-Cap ETF$4,969,351$315,466 ▼-6.0%196,4172.3%ETFVBVanguard Small-Cap ETF$4,539,618$285,563 ▲6.7%19,1562.1%ETFVTVVanguard Value ETF$4,328,172$93,852 ▼-2.1%24,4882.0%ETFSCHMSchwab U.S. Mid-Cap ETF$4,301,197$2,188,859 ▼-33.7%153,3402.0%ETFVUGVanguard Growth ETF$4,165,471$281,469 ▼-6.3%9,5011.9%ETFSLYVSPDR S&P 600 Small Cap Value ETF$4,054,374$167,417 ▼-4.0%50,8321.9%ETFVBRVanguard Small-Cap Value ETF$3,738,855$32,958 ▲0.9%19,1721.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,597,950$115,398 ▲3.3%83,2471.7%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$3,416,875$240,069 ▼-6.6%38,5001.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,043,375$129,179 ▼-4.1%36,7291.4%ManufacturingVTIVanguard Total Stock Market ETF$2,787,2760.0%9,1701.3%ETFIWRiShares Russell Mid-Cap ETF$2,579,1160.0%28,0431.2%ETFIVEiShares S&P 500 Value ETF$2,218,578$6,645 ▲0.3%11,3521.0%ETFNVDANVIDIA$2,127,181$63,038 ▼-2.9%13,4641.0%Computer and TechnologyAAPLApple$1,894,827$1,026 ▲0.1%9,2350.9%Computer and TechnologyTBLLInvesco Short Term Treasury ETF$1,760,675$175,519 ▲11.1%16,6820.8%ETFMSFTMicrosoft$1,695,501$1,990 ▲0.1%3,4080.8%Computer and TechnologyBACBank of America$1,664,188$189,994 ▼-10.2%35,1680.8%FinanceSDYSPDR S&P Dividend ETF$1,591,642$212,834 ▲15.4%11,7260.7%ETFNOBLProShares S&P 500 Aristocrats ETF$1,526,713$13,997 ▼-0.9%15,1610.7%ETFAMZNAmazon.com$1,406,9480.0%6,4130.7%Retail/WholesaleILCBiShares Morningstar U.S. Equity ETF$1,326,6380.0%15,4650.6%ETFIVViShares Core S&P 500 ETF$1,293,550$2,484 ▲0.2%2,0830.6%ETFVHTVanguard Health Care ETF$1,148,919$55,385 ▲5.1%4,6260.5%ETFVGKVanguard FTSE Europe ETF$1,109,508$9,533 ▲0.9%14,3160.5%ETFXLUUtilities Select Sector SPDR Fund$969,769$82 ▲0.0%11,8750.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$961,298$81,461 ▼-7.8%10,4790.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$945,734$42,087 ▲4.7%38,5380.4%ETFGOOGAlphabet$920,965$532 ▲0.1%5,1910.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$910,306$134,079 ▲17.3%4,4470.4%ETFIVWiShares S&P 500 Growth ETF$782,755$330 ▲0.0%7,1090.4%ETFIYFiShares U.S. Financials ETF$752,7750.0%6,2210.4%ETFSCHDSchwab US Dividend Equity ETF$745,201$5,406 ▼-0.7%28,1200.3%ETFVGTVanguard Information Technology ETF$721,636$29,875 ▼-4.0%1,0870.3%ETFTOLToll Brothers$716,5080.0%6,2780.3%ConstructionMETAMeta Platforms$685,6860.0%9290.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$674,070$6,490 ▲1.0%12,7760.3%ManufacturingTSLATesla$619,4370.0%1,9500.3%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$618,4680.0%1,0010.3%FinanceJPMJPMorgan Chase & Co.$599,867$36,821 ▼-5.8%2,0690.3%FinanceIAUiShares Gold Trust$580,3850.0%9,3070.3%FinanceCOSTCostco Wholesale$554,1380.0%5590.3%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$542,752$2,177 ▲0.4%6,4810.3%ManufacturingBKBank of New York Mellon$532,026$3,007 ▲0.6%5,8390.2%FinanceVVisa$521,923$6,746 ▼-1.3%1,4700.2%Business ServicesDECKDeckers Outdoor$500,9200.0%4,8600.2%Retail/WholesaleTIPiShares TIPS Bond ETF$498,931$6,823 ▲1.4%4,5340.2%ETFODFLOld Dominion Freight Line$473,2670.0%2,9160.2%TransportationPMPhilip Morris International$472,474$4,189 ▲0.9%2,5940.2%Consumer StaplesBSVVanguard Short-Term Bond ETF$445,344$113,894 ▲34.4%5,6580.2%ETFCPRTCopart$429,0680.0%8,7440.2%Business ServicesBILSSPDR Bloomberg 3-12 Month T-Bill ETF$408,797$26,650 ▲7.0%4,1110.2%ETFHDHome Depot$406,5340.0%1,1080.2%Retail/WholesaleJNJJohnson & Johnson$361,535$917 ▲0.3%2,3660.2%MedicalMOAltria Group$341,164$5,747 ▲1.7%5,8180.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$314,426$167,789 ▼-34.8%5,5150.1%ETFLLYEli Lilly and Company$312,1660.0%4000.1%MedicalMDYSPDR S&P MidCap 400 ETF Trust$304,4830.0%5370.1%ETFWMBWilliams Companies$291,8780.0%4,6470.1%EnergyLAM RESEARCH CORP$280,3390.0%2,8800.1%COM NEWBCRXBioCryst Pharmaceuticals$268,8000.0%30,0000.1%MedicalSPSMSPDR Portfolio S&P 600 Small Cap ETF$267,386$596 ▼-0.2%6,2760.1%ETFBKNGBooking$266,3050.0%460.1%Retail/WholesaleIEURiShares Core MSCI Europe ETF$265,054$5,098 ▲2.0%4,0030.1%ETFCRMSalesforce$253,0560.0%9280.1%Computer and TechnologyTJXTJX Companies$239,4470.0%1,9390.1%Retail/WholesaleABBVAbbVie$236,4150.0%1,2730.1%MedicalSPLGSPDR Portfolio S&P 500 ETF$236,402$727 ▲0.3%3,2520.1%ETFPGProcter & Gamble$234,267$478 ▲0.2%1,4700.1%Consumer StaplesMDLZMondelez International$224,506$1,349 ▲0.6%3,3280.1%Consumer StaplesVDCVanguard Consumer Staples ETF$220,9060.0%1,0080.1%ETFMCDMcDonald's$216,026$585 ▲0.3%7390.1%Retail/WholesaleUNHUnitedHealth Group$210,384$112,371 ▼-34.8%6740.1%MedicalFIFiserv$0$208,464 ▼-100.0%00.0%Business ServicesIYEiShares U.S. Energy ETF$0$203,131 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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