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Portfolio (Quarterly) Guide ↗

Bay Capital Advisors, LLC

· CIK 0002055414
13F Portfolio $164M AUM 111 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 27 Added 28 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYI NEOS ETF TRUST 15,285.0 $803K 0.49% NEW $52.53 +1.4%
2 ASTRAZENECA PLC 2,512.0 $231K 0.14% NEW $91.93
3 GILD GILEAD SCIENCES INC Healthcare 1,719.0 $211K 0.13% NEW $122.73 +6.3%

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
Financial Services 52.0%
Technology 15.9%
Healthcare 7.0%
Communication Services 5.9%
Basic Materials 5.2%
Industrials 5.2%
Consumer Defensive 3.4%
Consumer Cyclical 2.2%
Energy 1.9%
Utilities 1.2%