May Barnhard Investments LLC Portfolio
Invests via May Barnhard Investments LLC | Managed by Gregory M. Estes
Invests via May Barnhard Investments LLC
Managed by Gregory M. Estes
Automatically Tracked
Company Profile
Privately held investment vehicle focused on managing concentrated private equity and real asset exposures for a single-family office or small group of accredited investors. May Barnhard Investments LLC typically sources direct deals, minority growth-equity stakes and opportunistic real estate investments in North America, emphasizing operational oversight, downside protection and multi-year hold periods. Capital deployment likely targets niche industrial, consumer and tech-enabled services where active governance can drive value.
Privately held investment vehicle focused on managing concentrated private equity and real asset exposures for a single-family office or small group of accredited investors. May Barnhard Investments LLC typically sources direct deals, minority growth-equity stakes and opportunistic real estate investments in North America, emphasizing operational oversight, downside protection and multi-year hold periods. Capital deployment likely targets niche industrial, consumer and tech-enabled services where active governance can drive value.
Investment Philosophy & Strategy
Operates as a concentrated, private capital allocator prioritizing direct private-equity and real-asset commitments with a multi-year horizon. Focuses on minority growth stakes and opportunistic real estate in North America where operational oversight and active governance reduce downside and accelerate value creation. Underwrites opportunities in niche industrials, consumer and tech-enabled services with an emphasis on cash-flow resilience, selective leverage, and control-oriented covenants. Deploys capital opportunistically, favoring concentrated positions and hands-on portfolio management.
Operates as a concentrated, private capital allocator prioritizing direct private-equity and real-asset commitments with a multi-year horizon. Focuses on minority growth stakes and opportunistic real estate in North America where operational oversight and active governance reduce downside and accelerate value creation. Underwrites opportunities in niche industrials, consumer and tech-enabled services with an emphasis on cash-flow resilience, selective leverage, and control-oriented covenants. Deploys capital opportunistically, favoring concentrated positions and hands-on portfolio management.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
7.16%
Gain
Monthly
0.23%
Yearly
2.76%
Drawdown
24.5%
$233.95M
Equity
Holdings
$233.95M
Investment
$171.04M
$76.82M
Profit -$553,060.8
Realized
$13.91M
Unrealized
$62.91M
Dividends
$7.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$553,060.8
Win %
91%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$1.16M
Win %
91%
This Month
Compared to last month
Gain
-0.48%
Profit
-$1.12M
Win %
91%
This Year
Compared to last year
Gain
13.57%
Profit
$27.96M
Win %
90%
JNJ Johnson & Johnson
+1.47%
+$8,276.51 
ABBV AbbVie Inc.
+1.27%
+$4,111.79 
LLY Eli Lilly and Company
+1.23%
+$5,736 
BCRX BioCryst Pharmaceuticals Inc.
+1.21%
+$3,300 
IYE iShares U.S. Energy ETF
+1.14%
+$2,899.38 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$7,670 
VTV Vanguard Value ETF
+0.56%
+$48,528.42 
GLD SPDR Gold Shares
+0.55%
+$1,074.65 
VOE Vanguard Mid-Cap Value ETF
+0.55%
+$42,639.52 
SCHD Schwab U.S. Dividend Equity ETF
+0.55%
+$4,809.03 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$7,970.72 
IAU iShares Gold Trust
+0.52%
+$3,686.28 
VHT Vanguard Health Care ETF
+0.51%
+$5,733.23 
SDY SPDR S&P Dividend ETF
+0.48%
+$8,043.02 
VDC VANGUARD CONSUMER STAPLES ETF
+0.48%
+$1,113.84 
HD The Home Depot, Inc.
+0.37%
+$1,171.31 
SCHV Schwab U.S. Large-Cap Value ETF
+0.32%
+$30,206.55 
TIP iShares TIPS Bond ETF
+0.32%
+$1,570.46 
VO Vanguard Mid-Cap ETF
+0.27%
+$34,397.44 
IYF iShares U.S. Financials ETF
+0.26%
+$2,178.4 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$5,911.36 
JPM JPMorgan Chase & Co.
+0.22%
+$1,519.06 
IWS iShares Russell Mid-Cap Value ETF
+0.17%
+$10,056.76 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,463.88 
COST Costco Wholesale Corporation
+0.13%
+$311.78 
SCHM Schwab U.S. Mid-Cap ETF
+0.11%
+$4,735.96 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$569.6 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$1,441.68 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.07%
+$3,176.78 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$1,030.02 
IWR iShares Russell Mid-Cap ETF
+0.05%
+$1,542.39 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$504.74 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$283.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$128.51 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$55.68 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
META Meta Platforms Inc Class A
-4.52%
-$27,636.81 
LRCX Lam Research Corporation
-2.93%
-$27,100.77 
GOOGL Alphabet Inc
-2.57%
-$7,107.1 
GOOG Alphabet Inc
-2.53%
-$15,402.24 
TSLA Tesla, Inc.
-2.5%
-$19,073.34 
MSFT Microsoft Corp.
-1.96%
-$13,070.25 
BNY BlackRock New York Municipal Income Trust
-1.94%
-$13,197.56 
NVDA NVIDIA Corporation
-1.74%
-$15,880.35 
V Visa Inc. Class A
-1.59%
-$6,181.85 
VUG Vanguard Growth ETF
-1.49%
-$101,672.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.23%
-$11,886 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.21%
-$143,250.24 
VGT Vanguard Information Technology ETF
-0.97%
-$9,652.56 
CPRT Copart Inc.
-0.83%
-$2,054.84 
ODFL Old Dominion Freight Line, Inc.
-0.8%
-$5,540.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$1,739.78 
IVV iShares Core S&P 500 ETF
-0.59%
-$7,906.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$3,082.8 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$2,994.93 
SCHX Schwab U.S. Large-Cap ETF
-0.54%
-$84,256.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$17,915.91 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.54%
-$47,922.4 
AMZN Amazon.com Inc
-0.53%
-$5,572.29 
ILCB iShares Morningstar U.S. Equity ETF
-0.5%
-$8,072.73 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.49%
-$2,702.65 
AAPL Apple Inc.
-0.44%
-$15,094.62 
IEUR iShares Core MSCI Europe ETF
-0.43%
-$1,300.97 
DECK Deckers Outdoor Corporation
-0.4%
-$1,962.4 
VGK Vanguard FTSE Europe ETF
-0.38%
-$3,248.02 
VBK Vanguard Small-Cap Growth ETF
-0.36%
-$21,830.02 
IWP iShares Russell Mid-Cap Growth ETF
-0.33%
-$15,105.48 
IQLT iShares MSCI International Quality Factor ETF
-0.31%
-$15,357.4 
IJS iShares S&P Small-Cap 600 Value ETF
-0.29%
-$26,971.6 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.28%
-$13,400.99 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$32,563.84 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.25%
-$4,116.81 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.23%
-$11,574.75 
VOT Vanguard Mid-Cap Growth ETF
-0.22%
-$13,044.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$656 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.19%
-$4,751.53 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.16%
-$4,814.74 
VB Vanguard Small-Cap ETF
-0.15%
-$9,668.56 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$443.17 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$7,085.1 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.1%
-$5,317.26 
TJX The TJX Companies, Inc.
-0.1%
-$256.78 
MCD McDonald's Corporation
-0.09%
-$173.52 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.01%
-$313.79 Events
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Dividends
Dividend Analysis
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| Trades 698 | Longs Won 609/698 87% | Profit Factor 113.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,864.81 |
| Average Win $127,265.65 | Best Trade (Jul 14) $5.47M | Sharpe Ratio -11.1 |
| Average Loss -$7,662.21 | Worst Trade (Jul 14) -$180,649.44 | Z-Score 34.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 6d | Expectancy $110,061.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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Returns
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