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Portfolio (Quarterly) Guide ↗

BAYBAN

· CIK 0002110649
13F Portfolio $113M AUM Filed Mar 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 613 New
Page 10 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HBAN Huntington Bancshares Inc Common Financial Services 4,496.0 $78K 0.07% NEW $17.35 -8.6%
182 TY Tri-Continental Corp Financial Services 2,310.0 $75K 0.07% NEW $32.66 +5.8%
183 VDC Vanguard Consumer Staples ETF 357.0 $75K 0.07% NEW $211.24 +8.8%
184 VIS Vanguard Industrial ETF 250.0 $75K 0.07% NEW $298.38 +11.7%
185 LOW Lowes Companies Inc Consumer Cyclical 307.0 $74K 0.07% NEW $241.16 -9.9%
186 WPM Wheaton Precious Metals Corp Common Basic Materials 627.0 $74K 0.07% NEW $117.52 +8.2%
187 Nuveen S&P 500 Buy-Write Income Fund 5,000.0 $74K 0.07% NEW $14.70
188 IBB IShares Biotechnology ETF 432.0 $73K 0.06% NEW $168.77 +0.2%
189 TotalEnergies SE ADR 1,109.0 $72K 0.06% NEW $65.29
190 GLD SPDR Gold Trust ETF Financial Services 182.0 $72K 0.06% NEW $396.31 +5.2%
191 SCHE Schwab Emerging Markets Equity ETF 2,200.0 $72K 0.06% NEW $32.75 +8.6%
192 AEP American Electric Power Inc Utilities 619.0 $71K 0.06% NEW $115.31 +12.4%
193 XYL Xylem Inc Industrials 523.0 $71K 0.06% NEW $136.18 -20.5%
194 TLT IShares Barclays 20 Year Treasury Bond ETF 804.0 $70K 0.06% NEW $87.16 -3.4%
195 FLCA Franklin Templeton FTSE Canada ETF 1,439.0 $70K 0.06% NEW $48.30 +8.2%
196 BSV Vanguard Bond Index Fund Short Term Bond ETF 868.0 $68K 0.06% NEW $78.81 -1.2%
197 MAR Marriott International Inc Class A Consumer Cyclical 220.0 $68K 0.06% NEW $310.24 +19.4%
198 PAYX PayChex Inc Industrials 603.0 $68K 0.06% NEW $112.18 -16.0%
199 VB Vanguard Small Cap ETF 260.0 $67K 0.06% NEW $257.95 +11.0%
200 ADI Analog Devices Inc Common Technology 244.0 $66K 0.06% NEW $271.20 +41.7%
Page 10 of 31  ·  613 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
Healthcare 26.7%
Financial Services 21.2%
Technology 17.1%
Industrials 8.2%
Consumer Defensive 7.6%
Energy 6.7%
Utilities 5.9%
Consumer Cyclical 2.9%
Communication Services 1.5%
Basic Materials 1.5%