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Portfolio (Quarterly) Guide ↗

Bay Capital Advisors, LLC

· CIK 0002055414
13F Portfolio $187M AUM 108 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 18 Added 63 Reduced 10 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFCF DIMENSIONAL ETF TRUST 5,466.0 $231K 0.12% -1K -18.2% $42.21 -1.6%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 4,857.0 $206K 0.11% -2K -29.8% $42.34 +18.3%
63 TMO THERMO FISHER SCIENTIFIC INC Healthcare 410.0 $206K 0.11% -257.0 -38.5% $501.36 +24.1%
Page 4 of 4  ·  63 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
Financial Services 55.2%
Technology 14.7%
Healthcare 7.2%
Industrials 5.6%
Basic Materials 4.6%
Communication Services 4.5%
Consumer Defensive 2.9%
Energy 2.3%
Consumer Cyclical 1.7%
Utilities 1.3%