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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 USAR USA RARE EARTH INC Basic Materials 4,438,785.0 $95.8M 44.72% -4.3M -49.2% $21.58 -20.0%
2 IBIT ISHARES BITCOIN TRUST ETF Financial Services 227,859.0 $7.6M 3.54% -51K -18.4% $33.29 +31.5%
3 IEF ISHARES TR 8,685.0 $821K 0.38% -301.0 -3.4% $94.57 -2.6%
4 SHV ISHARES TR 4,009.0 $442K 0.21% -444.0 -10.0% $110.35 -0.3%

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%