BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

Eagle Bay Advisors LLC

· CIK 0001862864
13F Portfolio $113M AUM 127 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 67 Added 32 Reduced 145 Exited
Page 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AIG American International Group Inc (AIG) Financial Services 2,106 $180K 0.13% SOLD
22 ZBRA Zebra Technologies Corp (ZBRA) Technology 722 $175K 0.13% SOLD
23 WRB Berkley W R Corp Com (WRB) Financial Services 2,496 $175K 0.13% SOLD
24 BBD Banco Bradesco S.A. (BBD) Financial Services 14,000 $50K 0.04% SOLD
25 THRM Gentherm Inc (THRM) Consumer Cyclical 1,370 $50K 0.04% SOLD
26 ASGI Abrdn Global (infrastructure Incm FD Com Usd0.001 SHS Ben Int) Financial Services 2,207 $50K 0.04% SOLD
27 RECS Columbia Research Enhanced Core ETF 1,213 $50K 0.04% SOLD
28 COKE Coca-Cola Consolidated Inc (COKE) Consumer Defensive 320 $49K 0.04% SOLD
29 CMDY iShares Bloomberg Roll Select Commodity Strategy (CMDY) 1,000 $49K 0.04% SOLD
30 VXF Vanguard Extended Market ETF (VXF) 231 $48K 0.04% SOLD
31 LW Lamb Weston HLDGS Consumer Defensive 1,152 $48K 0.04% SOLD
32 ETHA iShares Ethereum Trust (ETHA) Financial Services 2,124 $48K 0.04% SOLD
33 VBK Vanguard Small-Cap Growth ETF (VBK) 156 $47K 0.03% SOLD
34 AVY Avery Dennison Corp (AVY) Industrials 259 $47K 0.03% SOLD
35 PWR Quanta Services Inc (PWR) Industrials 110 $46K 0.03% SOLD
36 KR Kroger Co (KR) Consumer Defensive 737 $46K 0.03% SOLD
37 First Hawaiian, Inc (FHB) 1,803 $46K 0.03% SOLD
38 STLD Steel Dynamics Inc (STLD) Basic Materials 267 $45K 0.03% SOLD
39 DCI Donaldson Company, Inc (DCI) Industrials 511 $45K 0.03% SOLD
40 UNP Union Pac Corp (UNP) Industrials 192 $45K 0.03% SOLD
Page 2 of 8  ·  145 positions
Sector Allocation
Technology 31.6%
Consumer Cyclical 18.7%
Financial Services 13.1%
Communication Services 9.9%
Healthcare 8.5%
Energy 5.4%
Industrials 5.2%
Consumer Defensive 4.8%
Basic Materials 2.3%
Utilities 0.4%