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Portfolio (Quarterly) Guide ↗

BAYBAN

· CIK 0002110649
13F Portfolio $115M AUM 671 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New 87 Added 63 Reduced 68 Exited
Page 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 Piper Sandler Companies Common 2,081 $707K 0.62% SOLD
2 FIS Fidelity National Information Services Inc Technology 7,438 $494K 0.44% SOLD
3 Nuveen S&P 500 Buy-Write Income Fund 5,000 $74K 0.07% SOLD
4 IYH IShares US Healthcare ETF 640 $42K 0.04% SOLD
5 PotlatchDeltic Corporation 854 $34K 0.03% SOLD
6 Amcor PLC Common 2,780 $23K 0.02% SOLD
7 GDDY Godaddy Inc Class A Technology 157 $19K 0.02% SOLD
8 CIBR First Trust Nasdaq Cybersecurity ETF 242 $17K 0.01% SOLD
9 AGYS Agilysys Inc Common Technology 125 $15K 0.01% SOLD
10 KDP Keurig Dr Pepper Inc Common Consumer Defensive 525 $15K 0.01% SOLD
11 RODM Hartford Multifactor Developed Markets (ex-US) ETF 382 $14K 0.01% SOLD
12 EFX Equifax Inc Common Industrials 63 $14K 0.01% SOLD
13 IRT Independence Realty Trust Inc Real Estate 750 $13K 0.01% SOLD
14 SONY Sony Corporation ADR Technology 500 $13K 0.01% SOLD
15 JKHY Jack Henry & Associates Inc Common Technology 64 $12K 0.01% SOLD
16 APOS Apollo Global Management Inc Common Financial Services 76 $11K 0.01% SOLD
17 BFAM Bright Horizons Family Solutions Inc Common Consumer Cyclical 107 $11K 0.01% SOLD
18 SITE Siteone Landscape Supply Inc Common Industrials 75 $9K 0.01% SOLD
19 BBUS JPMorgan BetaBuilders US Equity ETF 75 $9K 0.01% SOLD
20 JAVA JPMorgan Active Value ETF 115 $8K 0.01% SOLD
Page 1 of 4  ·  68 positions
Sector Allocation
Healthcare 22.1%
Financial Services 18.2%
Technology 15.6%
Consumer Defensive 12.1%
Energy 9.8%
Industrials 9.3%
Utilities 5.3%
Consumer Cyclical 3.6%
Communication Services 2.0%
Basic Materials 1.4%