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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
Page 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 3,438.0 $1.7M 1.01% +62.0 +1.8% $483.55 -13.3%
22 LLY ELI LILLY & CO Healthcare 1,481.0 $1.6M 0.97% $1074.73 -3.1%
23 B BARRICK MNG CORP Basic Materials 36,112.0 $1.6M 0.96% $43.55 -5.3%
24 IGPT INVESCO EXCHANGE TRADED FD T 21,966.0 $1.3M 0.80% -662.0 -2.9% $59.47 +53.1%
25 AVGO BROADCOM INC Technology 3,755.0 $1.3M 0.79% -190.0 -4.8% $346.06 +19.8%
26 SPYG SPDR SERIES TRUST 11,585.0 $1.2M 0.75% -119.0 -1.0% $106.70 +10.8%
27 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 33,760.0 $1.1M 0.69% +10K +41.2% $33.37 +3.7%
28 V VISA INC Financial Services 3,154.0 $1.1M 0.68% +77.0 +2.5% $350.75 -5.7%
29 SGOL ETFS GOLD TR Financial Services 26,068.0 $1.1M 0.65% -231.0 -0.9% $41.08 +5.3%
30 RSP INVESCO EXCHANGE TRADED FD T 5,160.0 $988K 0.60% -208.0 -3.9% $191.57 +6.9%
31 VBK VANGUARD INDEX FDS 3,231.0 $976K 0.60% -172.0 -5.0% $302.12 +13.7%
32 VTI VANGUARD INDEX FDS 2,899.0 $972K 0.59% +93.0 +3.3% $335.25 +8.9%
33 VEA VANGUARD TAX-MANAGED FDS 14,858.0 $928K 0.57% $62.47 +13.2%
34 VUG VANGUARD INDEX FDS 1,876.0 $915K 0.56% +12.0 +0.6% $487.90 -82.1%
35 HACK AMPLIFY ETF TR 11,026.0 $886K 0.54% -57.0 -0.5% $80.37 +15.3%
36 VEU VANGUARD INTL EQUITY INDEX F 11,783.0 $867K 0.53% $73.56 +12.3%
37 VV VANGUARD INDEX FDS 2,569.0 $809K 0.49% $314.80 +8.5%
38 VIG VANGUARD SPECIALIZED FUNDS 3,660.0 $804K 0.49% $219.78 +5.1%
39 SPYI NEOS ETF TRUST 15,285.0 $803K 0.49% NEW $52.53 +1.4%
40 FELG FIDELITY COVINGTON TRUST 19,107.0 $797K 0.49% -246.0 -1.3% $41.70 +5.8%
Page 2 of 6  ·  111 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 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%