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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FIRST HAWAIIAN INC 10,409.0 $256K 0.15% $24.64
102 SLV ISHARES SILVER TR Financial Services 3,735.0 $255K 0.15% NEW $68.14 -21.4%
103 WTS WATTS WATER TECHNOLOGIES INC Industrials 859.0 $249K 0.15% -15.0 -1.7% $290.29 +34.8%
104 PRI PRIMERICA INC Financial Services 975.0 $244K 0.15% -292.0 -23.1% $250.48 +16.4%
105 COWZ PACER FDS TR 3,898.0 $244K 0.15% NEW $62.56 +0.3%
106 MRK MERCK & CO INC Healthcare 1,962.0 $236K 0.14% -282.0 -12.6% $120.31 +4.2%
107 VGT VANGUARD WORLD FD 338.0 $236K 0.14% $697.72 -83.2%
108 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,506.0 $234K 0.14% -58.0 -2.3% $93.48 +26.6%
109 PFE PFIZER INC Healthcare 9,379.0 $232K 0.14% +1K +15.2% $24.75 -3.5%
110 ALB ALBEMARLE CORP Basic Materials 1,762.0 $227K 0.14% NEW $128.67 +5.8%
111 UNH UNITEDHEALTH GROUP INC Healthcare 1,887.0 $225K 0.14% +549.0 +41.0% $119.44 +257.1%
112 ITW ILLINOIS TOOL WKS INC Industrials 1,892.0 $220K 0.13% +1K +125.5% $116.53 +130.8%
113 RBC RBC BEARINGS INC Industrials 402.0 $218K 0.13% NEW $543.12 +14.2%
114 TT TRANE TECHNOLOGIES PLC Industrials 504.0 $210K 0.13% -18.0 -3.5% $416.74 +16.3%
115 DUK DUKE ENERGY CORP NEW Utilities 2,754.0 $210K 0.13% +928.0 +50.8% $76.10 +65.3%
116 NSC NORFOLK SOUTHN CORP Industrials 1,953.0 $208K 0.12% +1K +177.0% $106.37 +199.9%
117 GD GENERAL DYNAMICS CORP Industrials 604.0 $207K 0.12% NEW $343.14 +5.7%
118 IWB ISHARES TR 579.0 $207K 0.12% -134.0 -18.8% $356.71 +14.6%
119 WCN WASTE CONNECTIONS INC Industrials 1,270.0 $206K 0.12% +25.0 +2.0% $162.44 +2.6%
120 BLW BLACKROCK LTD DURATION INCOM Financial Services 16,200.0 $204K 0.12% NEW $12.59 -1.0%
Page 6 of 7  ·  127 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%