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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 11 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPGI S&P Global Inc Financial Services 168.0 $71K 0.06% +17.0 +11.3% $425.34 -2.0%
202 FLCA Franklin Templeton FTSE Canada ETF 1,439.0 $70K 0.06% $48.94 +6.8%
203 HBAN Huntington Bancshares Inc Common Financial Services 4,496.0 $70K 0.06% $15.65 +1.3%
204 GSK GSK PLC ADR Healthcare 1,273.0 $70K 0.06% $55.19 -6.6%
205 TLT IShares Barclays 20 Plus Year Treasury Bond ETF 804.0 $70K 0.06% $86.69 -2.8%
206 ZTR Virtus Total Return Fund Inc Financial Services 10,339.0 $68K 0.06% $6.62 +1.8%
207 VB Vanguard Small Cap ETF 260.0 $68K 0.06% $261.92 +9.4%
208 SPXX Nuveen S&P 500 Dynamic Overwrite Fund Financial Services 4,198.0 $67K 0.06% NEW $16.07 +11.5%
209 LNT Alliant Energy Corp Utilities 939.0 $67K 0.06% $71.76 +2.1%
210 BMO Bank of Montreal Financial Services 489.0 $66K 0.06% -2K -83.4% $135.34 +18.0%
211 MO Altria Group Consumer Defensive 999.0 $66K 0.06% NEW $65.99 +11.7%
212 FE FirstEnergy Inc Utilities 1,252.0 $63K 0.06% $50.66 -10.2%
213 NXP Nuveen Select Tax-Free Income Portfolio Financial Services 4,371.0 $63K 0.06% $14.35 -1.6%
214 PLD Prologis Inc Common Real Estate 474.0 $63K 0.05% $132.18 +9.5%
215 XYL Xylem Inc Industrials 523.0 $62K 0.05% $119.50 -9.4%
216 TRP TC Energy Corp Common Energy 982.0 $61K 0.05% $62.60 +12.0%
217 CGUS Capital Group Core Equity ETF 1,585.0 $61K 0.05% NEW $38.42 +13.5%
218 PFF IShares Preferred and Income Securities ETF 2,000.0 $61K 0.05% $30.32 +2.7%
219 HIG The Hartford Financial Services Grp Financial Services 447.0 $60K 0.05% $135.23 +0.6%
220 EMR Emerson Electric Co Industrials 460.0 $60K 0.05% $131.02 +3.0%
Page 11 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%