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Portfolio (Quarterly) Guide ↗

Marin Bay Wealth Advisors, LLC

· CIK 0002109834
13F Portfolio $166M AUM 127 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 42 Added 45 Reduced 14 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NSC NORFOLK SOUTHN CORP Industrials 1,953.0 $208K 0.12% +1K +177.0% $106.37 +199.9%
42 WCN WASTE CONNECTIONS INC Industrials 1,270.0 $206K 0.12% +25.0 +2.0% $162.44 +2.6%
Page 3 of 3  ·  42 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 31.9%
Technology 23.2%
Industrials 10.8%
Energy 10.6%
Consumer Cyclical 7.5%
Communication Services 7.5%
Consumer Defensive 3.8%
Healthcare 2.3%
Utilities 1.8%
Basic Materials 0.4%