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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 18 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RWR State Street SPDR Dow Jones REIT ETF 191.0 $19K 0.02% NEW $98.23 +13.0%
342 SPG Simon Property Group Inc. Real Estate 100.0 $19K 0.02% NEW $185.11 +10.3%
343 INTC Intel Corporation Technology 500.0 $18K 0.02% NEW $36.90 +221.1%
344 XBI State Street SPDR S&P Biotech ETF 150.0 $18K 0.02% NEW $121.93 +8.9%
345 HSY Hershey Foods Corp Consumer Defensive 100.0 $18K 0.02% NEW $181.98 +4.6%
346 Unilever PLC Sponsored ADR 274.0 $18K 0.02% NEW $65.35
347 KNF Knife River Corp Common Basic Materials 253.0 $18K 0.02% NEW $70.35 +4.7%
348 IMCG IShares Morningstar Mid-Cap Growth ETF 220.0 $18K 0.02% NEW $79.84 +13.4%
349 FQAL Fidelity Quality Factor ETF 232.0 $18K 0.02% NEW $75.59 +6.2%
350 BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 190.0 $17K 0.01% NEW $91.38 +0.2%
351 CIBR First Trust Nasdaq Cybersecurity ETF 242.0 $17K 0.01% NEW $71.45 +15.0%
352 VLO Valero Energy Corp Energy 106.0 $17K 0.01% NEW $162.79 +55.9%
353 IX Orix Corporation Spons ADR Financial Services 590.0 $17K 0.01% NEW $29.22 +34.4%
354 BK Bank of NY Mellon Corp Financial Services 148.0 $17K 0.01% NEW $116.09 +19.7%
355 FDS Factset Research Systems Inc Financial Services 58.0 $17K 0.01% NEW $290.19 -22.5%
356 VTV Vanguard Value ETF 84.0 $16K 0.01% NEW $190.99 +9.4%
357 MPC Marathon Petroleum Corp Energy 97.0 $16K 0.01% NEW $162.63 +52.8%
358 ALLE Allegion PLC Industrials 99.0 $16K 0.01% NEW $159.22 -17.9%
359 CTVA Corteva Inc Common Basic Materials 234.0 $16K 0.01% NEW $67.03 +17.9%
360 FLEX Flex Ltd Common Technology 254.0 $15K 0.01% NEW $60.42 +116.9%
Page 18 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%