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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAPL APPLE INC Technology 815.0 $236K 0.11% $289.36 +12.4%
42 AMZN AMAZON COM INC Consumer Cyclical 878.0 $209K 0.10% NEW $238.34 +7.0%
Page 3 of 3  ·  42 positions

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%