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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 12 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FE FirstEnergy Inc Utilities 1,252.0 $56K 0.05% NEW $44.77 +1.6%
222 IGM IShares North American Tech ETF 429.0 $55K 0.05% NEW $129.16 +20.6%
223 PGF Invesco Financial Preferred ETF 3,900.0 $55K 0.05% NEW $14.14 -2.5%
224 CMI Cummins Inc Industrials 108.0 $55K 0.05% NEW $510.45 +25.1%
225 KBWB Invesco KBW Bank ETF 648.0 $55K 0.05% NEW $84.29 +2.1%
226 MKC McCormick & Co Inc Common Non Vtg Consumer Defensive 800.0 $54K 0.05% NEW $68.11 -31.1%
227 TRP TC Energy Corp Common Energy 982.0 $54K 0.05% NEW $55.01 +27.4%
228 AWK American Water Works Co Inc Utilities 413.0 $54K 0.05% NEW $130.50 -5.1%
229 GLW Corning Inc. Common Stock Technology 598.0 $52K 0.05% NEW $87.56 +119.2%
230 PGX Invesco Preferred ETF 4,600.0 $52K 0.05% NEW $11.24 -2.6%
231 AKRE Akre Focus ETF 788.0 $52K 0.05% NEW $65.49 -16.8%
232 ROL Rollins Inc Consumer Cyclical 820.0 $49K 0.04% NEW $60.02 -11.2%
233 DLTR Dollar Tree Inc Com Consumer Defensive 400.0 $49K 0.04% NEW $123.01 -22.2%
234 AFL Aflac Inc Financial Services 446.0 $49K 0.04% NEW $110.27 +6.8%
235 PRU Prudential Financial Inc Financial Services 418.0 $47K 0.04% NEW $112.88 -8.6%
236 SRE Sempra Energy Utilities 533.0 $47K 0.04% NEW $88.29 +3.6%
237 SNY Sanofi-Aventis Sponsored ADR Healthcare 968.0 $47K 0.04% NEW $48.46 -7.8%
238 ROK Rockwell Automation Inc Industrials 120.0 $47K 0.04% NEW $389.07 +12.1%
239 UBS UBS Group AG Common Financial Services 1,000.0 $46K 0.04% NEW $46.31 +2.1%
240 CCI Crown Castle Inc Real Estate 500.0 $44K 0.04% NEW $88.87 +3.6%
Page 12 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%