May Barnhard Investments LLC
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 39.7% | $10,053,527 |
| Technology | 24.9% | $6,309,174 |
| Consumer Cyclical | 12.4% | $3,139,525 |
| Financial Services | 7.9% | $1,994,662 |
| Healthcare | 6.8% | $1,721,586 |
| Communication Services | 3.8% | $950,284 |
| Industrials | 3.5% | $878,098 |
| Consumer Defensive | 1.1% | $267,544 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +546 | 4,945 | $989,445 | |
| AAPL | Apple Inc. | +449 | 10,648 | $3,081,105 | |
| AMZN | Amazon Com Inc | +273 | 4,469 | $1,065,141 | |
| MSFT | Microsoft Corp | +216 | 1,875 | $699,412 | |
| JPM | Jpmorgan Chase & Co | +139 | 2,151 | $704,086 | |
| HD | Home Depot, Inc. | +83 | 984 | $347,037 | |
| JNJ | Johnson & Johnson | +71 | 2,317 | $588,448 | |
| META | Meta Platforms, Inc. | +59 | 979 | $551,460 | |
| V | Visa Inc. | +51 | 1,115 | $382,545 | |
| LLY | ELI LILLY & Co | +46 | 446 | $534,945 | |
| COST | Costco Wholesale Corp /New | +24 | 286 | $267,544 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | 21,974 | $5,755,430 | |
| VIG | Vanguard Dividend Appreciation ETF | 5,313 | $1,142,613 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 6,269 | $574,491 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4,046 | $259,267 | |
| GLD | Spdr Gold Trust | 532 | $228,914 | |
| MCD | Mcdonalds Corp | 723 | $224,701 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 11,533 | $8,492,901 | 33.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,648 | $3,081,105 | 12.17% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,500 | $1,083,325 | 4.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,469 | $1,065,141 | 4.21% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,945 | $989,445 | 3.91% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,950 | $820,170 | 3.24% | |
| IAU |
Ishares Gold Trust
|
Reduced | 9,377 | $708,057 | 2.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,151 | $704,086 | 2.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,875 | $699,412 | 2.76% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Held | 2,916 | $631,605 | 2.50% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 4,230 | $611,700 | 2.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,317 | $588,448 | 2.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 979 | $551,460 | 2.18% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 446 | $534,945 | 2.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 683 | $510,043 | 2.01% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
Held | 4,460 | $442,833 | 1.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,116 | $398,824 | 1.58% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,115 | $382,545 | 1.51% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 984 | $347,037 | 1.37% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 487 | $342,526 | 1.35% | |
| BCRX |
Biocryst Pharmaceuticals Inc
Healthcare
|
Held | 30,000 | $300,000 | 1.19% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,185 | $298,193 | 1.18% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 293 | $296,331 | 1.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 286 | $267,544 | 1.06% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 1,712 | $259,368 | 1.02% | |
| CPRT |
Copart Inc
Industrials
|
Held | 8,744 | $246,493 | 0.97% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 334 | $241,482 | 0.95% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 1,216 | $214,405 | 0.85% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 1,150 | $204,976 | 0.81% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.