May Barnhard Investments LLC

CIK

2052759

Location

BETHESDA, MD

Portfolio Value

Micro $13,998,149

Diversification

Diversified

Filing Date

Global Rank

#7,945 / 8,603 ▼ 196 · as of Mar 2026

Top Industry

Consumer Electronics 21.2%

3Y Alpha vs SPY

+0.1%

Period ended 3 months ago

Filed May 13, 2026 · 57d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.0%

SPY

+53.6%

Annualised alpha

+0.8%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.5%

−12.2 pts

Top 5

41.3%

−14.2 pts

Top 10

62.3%

−8.4 pts

HHI

658

Diversified−591

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$4,585,041	4
Consumer Cyclical	20.3%	$2,839,649	6
Unclassified	12.9%	$1,806,746	4
Healthcare	10.6%	$1,479,384	4
Financial Services	10.1%	$1,415,236	3
Industrials	6.1%	$860,086	2
Communication Services	5.4%	$750,943	2
Consumer Defensive	1.9%	$261,064	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+80	9,452	$833,288
JNJ	Johnson & Johnson	+1	2,246	$549,012
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
DECK	Deckers Outdoor Corp	−400	4,460	$446,401
BNY	Bank of New York Mellon Corp	−256	4,230	$501,804
AAPL	Apple Inc.	−226	10,199	$2,588,404
V	Visa Inc.	−143	1,064	$321,583
NVDA	Nvidia Corp	−134	4,399	$767,185
HD	Home Depot, Inc.	−100	901	$296,329
TJX	Tjx Companies Inc /De/	−98	1,712	$273,406
MSFT	Microsoft Corp	−83	1,659	$614,112
SPY	Spdr S&P 500 ETF Trust	−62	683	$444,182
MDY	Spdr S&P Midcap 400 ETF Trust	−50	487	$300,362
GOOGL	Alphabet Inc.	−46	781	$224,584
COST	Costco Wholesale Corp /New	−36	262	$261,064
AMZN	Amazon Com Inc	−34	4,196	$873,900
GLD	Spdr Gold Trust	−12	532	$228,914
META	Meta Platforms, Inc.	−9	920	$526,359
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	11,105	$6,821,912
CRM	Salesforce, Inc.	928	$245,836
GS	Goldman Sachs Group Inc	232	$203,928
BKNG	Booking Holdings Inc.	46	$9,853
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $13,998,149 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	10,199	-226	$2,588,404	−8.7%	18.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,196	-34	$873,900	−10.5%	6.24%
IAU	Ishares Gold Trust	Added	9,452	+80	$833,288	+9.5%	5.95%
NVDA	Nvidia Corp Technology	Reduced	4,399	-134	$767,185	−9.3%	5.48%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,950	0	$724,912	−17.3%	5.18%
LRCX	Lam Research Corp Technology	Held	2,880	0	$615,340	+24.8%	4.40%
MSFT	Microsoft Corp Technology	Reduced	1,659	-83	$614,112	−27.1%	4.39%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,012	0	$591,849	−8.7%	4.23%
ODFL	Old Dominion Freight Line, Inc. Industrials	Held	2,916	0	$569,786	+24.6%	4.07%
JNJ	Johnson & Johnson Healthcare	Added	2,246	+1	$549,012	+18.2%	3.92%
META	Meta Platforms, Inc. Communication Services	Reduced	920	-9	$526,359	−14.2%	3.76%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	4,230	-256	$501,804	−3.6%	3.58%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	4,460	-400	$446,401	−11.4%	3.19%
SPY	Spdr S&P 500 ETF Trust	Reduced	683	-62	$444,182	−12.6%	3.17%
LLY	ELI LILLY & Co Healthcare	Held	400	0	$367,908	−14.4%	2.63%
V	Visa Inc. Financial Services	Reduced	1,064	-143	$321,583	−24.0%	2.30%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	487	-50	$300,362	−7.3%	2.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	901	-100	$296,329	−14.0%	2.12%
CPRT	Copart Inc Industrials	Held	8,744	0	$290,300	−15.2%	2.07%
BCRX	Biocryst Pharmaceuticals Inc Healthcare	Held	30,000	0	$285,600	+22.1%	2.04%
ABBV	AbbVie Inc. Healthcare	Held	1,273	0	$276,864	−4.8%	1.98%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,712	-98	$273,406	−1.7%	1.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	262	-36	$261,064	+1.6%	1.86%
GLD	Spdr Gold Trust	Reduced	532	-12	$228,914	+6.2%	1.64%
MCD	Mcdonalds Corp Consumer Cyclical	Held	723	0	$224,701	+1.7%	1.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	781	-46	$224,584	−13.2%	1.60%