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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 10 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WPM Wheaton Precious Metals Corp Common Basic Materials 627.0 $82K 0.07% $131.01 -2.9%
182 GLW Corning Inc. Common Stock Technology 598.0 $81K 0.07% $135.97 +41.1%
183 AEP American Electric Power Inc Utilities 619.0 $81K 0.07% $131.08 -1.1%
184 DGRO IShares Core Dividend Growth ETF 1,146.0 $80K 0.07% $70.18 +5.7%
185 VDC Vanguard Consumer Staples ETF 357.0 $80K 0.07% $224.59 +2.3%
186 TMO Thermo Fisher Scientific Inc Healthcare 161.0 $79K 0.07% $491.53 -8.1%
187 CMCSA Comcast Corp Class A Communication Services 2,738.0 $79K 0.07% +88.0 +3.3% $28.71 -12.6%
188 ACN Accenture PLC Ireland Class A Technology 396.0 $79K 0.07% -7.0 -1.7% $198.29 -10.3%
189 LOW Lowes Companies Inc Consumer Cyclical 332.0 $78K 0.07% +25.0 +8.1% $236.28 -8.0%
190 VIS Vanguard Industrial ETF 250.0 $78K 0.07% $312.22 +6.8%
191 ADBE Adobe Sys Inc Common Technology 311.0 $76K 0.07% NEW $243.08 +0.4%
192 GBIL Goldman Sachs Access Treasury 0-1 Year ETF 754.0 $76K 0.07% NEW $100.19 -0.1%
193 DE Deere & Company Industrials 133.0 $75K 0.07% $563.30 -5.7%
194 SHEL Shell PLC ADR Energy 800.0 $74K 0.07% $93.00 -6.8%
195 TY Tri-Continental Corp Financial Services 2,310.0 $73K 0.06% $31.59 +9.3%
196 IBB IShares Biotechnology ETF 432.0 $73K 0.06% $168.85 +0.1%
197 URA Global X Uranium ETF 1,500.0 $73K 0.06% $48.43 +0.9%
198 SCHE Schwab Emerging Markets Equity ETF 2,200.0 $72K 0.06% $32.95 +8.0%
199 KR Kroger Co Consumer Defensive 1,000.0 $72K 0.06% $72.36 -7.3%
200 MAR Marriott International Inc Class A Consumer Cyclical 220.0 $72K 0.06% $327.07 +13.3%
Page 10 of 34  ·  671 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 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%