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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 16 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DON WisdomTree US Mid-Cap Dividend ETF 486.0 $25K 0.02% NEW $51.60 +6.3%
302 KNSL Kinsale Capital Group Inc Common Financial Services 63.0 $25K 0.02% NEW $391.13 -20.2%
303 CCEP Coca-Cola Europacific Partners PLC Common Consumer Defensive 266.0 $25K 0.02% NEW $92.14 +2.2%
304 CVE Cenovus Energy Inc Energy 1,444.0 $24K 0.02% NEW $16.92 +79.1%
305 NVS Novartis Ag - ADR Healthcare 175.0 $24K 0.02% NEW $137.87 +10.1%
306 QCOM Qualcomm Inc Technology 141.0 $24K 0.02% NEW $171.05 +18.4%
307 ECG Everus Construction Group Inc Industrials 278.0 $24K 0.02% NEW $85.56 +76.1%
308 CGGO Capital Group Global Growth Equity ETF 670.0 $23K 0.02% NEW $34.65 +14.0%
309 Amcor PLC Common 2,780.0 $23K 0.02% NEW $8.34
310 META Meta Platforms Inc Class A Communication Services 35.0 $23K 0.02% NEW $660.09 -8.0%
311 EFAV IShares MSCI EAFE Min Vol Factor ETF 267.0 $23K 0.02% NEW $86.25 +6.8%
312 RDDT Reddit Inc Common Class A Communication Services 100.0 $23K 0.02% NEW $229.87 -36.2%
313 EVRG Evergy Inc Common Utilities 310.0 $22K 0.02% NEW $72.49 +15.4%
314 HTD John Hancock Tax-Advantaged Dividend Income Fund Common Financial Services 948.0 $22K 0.02% NEW $23.66 +6.7%
315 BND Vanguard Total Bond Market Index Fund ETF 299.0 $22K 0.02% NEW $74.07 -1.5%
316 WRB Berkley WR Corp Common Financial Services 315.0 $22K 0.02% NEW $70.12 -2.7%
317 AMP Ameriprise Financial Inc Financial Services 45.0 $22K 0.02% NEW $490.33 -8.1%
318 SDY State Street SPDR S&P Dividend ETF 158.0 $22K 0.02% NEW $139.16 +6.9%
319 TSM Taiwan Semiconductor Manufacturing Company Limited ADR Technology 72.0 $22K 0.02% NEW $303.89 +32.2%
320 VT Vanguard Total World Stock Index Fund ETF 155.0 $22K 0.02% NEW $141.06 +10.0%
Page 16 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%