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Portfolio (Quarterly) Guide ↗

Eagle Bay Advisors LLC

· CIK 0001862864
13F Portfolio $134M AUM 141 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 69 Added 30 Reduced 10 Exited
Page 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ULS Ul Solutions Inc Industrials 1,972.0 $201K 0.15% NEW $101.86 -26.9%
Page 8 of 8  ·  141 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
Technology 37.0%
Consumer Cyclical 18.9%
Financial Services 13.9%
Healthcare 8.5%
Industrials 6.4%
Communication Services 5.2%
Consumer Defensive 4.1%
Energy 3.5%
Basic Materials 1.9%
Utilities 0.6%