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Reema Patel

May Barnhard Investments Llc

Assets Managed
$205.996M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-2.65%(2Q avg: -2.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in May Barnhard Investments Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of May Barnhard Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 205.996M in assets, with a quarterly growth rate of -2.65% and a 2-quarter average growth rate of -2.27%. The portfolio is managed by Reema Patel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -3.67%
6.56%
$13.502M
526,606 shares@ $25.65 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 4.54%
5.45%
$11.225M
39,088 shares@ $287.19 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -5.58%
4.83%
$9.935M
341,072 shares@ $29.14 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.34%
4.8%
$9.873M
79,424 shares@ $124.32 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -3.12%
4.07%
$8.375M
274,605 shares@ $30.51 avg price
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Decreased -3.88%
3.88%
$7.987M
67,429 shares@ $118.46 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 21.73%
3.76%
$7.741M
25,904 shares@ $298.85 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 18.51%
3.76%
$7.741M
39,454 shares@ $196.21 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -0.06%
3.41%
$7.016M
38,071 shares@ $184.29 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 8.28%
2.8%
$5.755M
21,974 shares@ $261.93 avg price

1-10 of 84