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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 Chg Shares Chg % Period Price ① Since Period ①
1 RAAX VANECK ETF TRUST 323,122.0 $12.8M 5.98% NEW $39.67 +3.5%
2 URA GLOBAL X FDS 93,000.0 $4.1M 1.90% NEW $43.70 +0.5%
3 GPIX GOLDMAN SACHS ETF TR 20,000.0 $1.1M 0.52% NEW $55.57 -0.3%
4 GPIQ GOLDMAN SACHS ETF TR 14,500.0 $860K 0.40% NEW $59.31 -5.9%
5 VDC VANGUARD WORLD FD 2,140.0 $483K 0.23% NEW $225.49 +2.0%
6 AMZN AMAZON COM INC Consumer Cyclical 878.0 $209K 0.10% NEW $238.34 +7.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 62.8%
Financial Services 35.6%
Consumer Cyclical 0.7%
Technology 0.7%
Energy 0.3%