May Barnhard Investments LLC

Q1 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$205,996
Net value change ($000)
-5,622 (-2.7%)
New positions
4
Sold out positions
4
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVOO 2,217 NEW
VGSH 1,723 NEW
VIOO 1,411 NEW
VTV 1,382 21.7%
VV 1,042 15.6%
IQLT 671 17.2%
VB 520 9.9%
VBR 484 14.0%
VO 373 3.4%
VUG 372 6.9%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -6,822 -100.0%
SCHG -1,848 -15.7%
SCHX -1,210 -8.2%
MDYG -739 -14.3%
IWP -725 -14.7%
SLYG -611 -20.0%
MDYV -396 -6.9%
VOT -376 -6.8%
SHY -338 -14.3%
TBLL -258 -18.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type