May Barnhard Investments LLC

Q4 2025 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$211,618
Net value change ($000)
-4,068 (-1.9%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 1,217 23.7%
VV 488 7.9%
IQLT 427 12.3%
VUG 235 4.6%
SPYM 216 84.7%
GLD 216 NEW
VOE 171 2.6%
VBK 154 2.9%
LLY 124 40.5%
AAPL 113 4.2%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -638 -5.1%
SCHX -628 -4.1%
MSFT -608 -41.9%
IJH -573 -10.3%
SCHV -530 -5.9%
IJR -516 -5.1%
IJT -382 -7.7%
MDYG -355 -6.4%
SHY -349 -12.8%
SDY -344 -18.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type