Portfolio (Quarterly) Guide ↗

Bayshore Capital Advisors, LLC

· CIK 0001598176

13F Portfolio $214M AUM 42 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 14 Added 4 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INFL	LISTED FDS TR	—	330,506	$17.2M	7.26%	SOLD
2	ARKB	ARK 21SHARES BITCOIN ETF	Financial Services	178,708	$4.0M	1.70%	SOLD
3	IAU	ISHARES GOLD TR	Financial Services	28,370	$2.5M	1.05%	SOLD
4	GDX	VANECK ETF TRUST	—	2,622	$241K	0.10%	SOLD
5	BWXT	BWX TECHNOLOGIES INC	Industrials	1,000	$204K	0.09%	SOLD

Sector Allocation

Basic Materials 62.8%

Financial Services 35.6%

Consumer Cyclical 0.7%

Technology 0.7%

Energy 0.3%