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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 18 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UPS United Parcel Service Class B Industrials 209.0 $21K 0.02% -361.0 -63.3% $98.38 +0.5%
342 MGA Magna International Inc Class A Consumer Cyclical 367.0 $20K 0.02% NEW $55.81 +13.0%
343 THG Hanover Insurance Group Inc Financial Services 118.0 $20K 0.02% $173.35 +12.2%
344 FELC Fidelity Enhanced Large Cap Core ETF 556.0 $20K 0.02% $36.27 +14.6%
345 KEY Keycorp New Common Stock Financial Services 1,000.0 $20K 0.02% $20.05 +7.2%
346 AMP Ameriprise Financial Inc Financial Services 45.0 $20K 0.02% $444.40 +1.4%
347 Unilever PLC Sponsored ADR 344.0 $20K 0.02% +70.0 +25.6% $56.93
348 EMB IShares JPMorgan USD Emerging Market Bond ETF 207.0 $19K 0.02% $93.93 +1.1%
349 ZWS Zurn Elkay Water Solutions Corp Common Industrials 431.0 $19K 0.02% $44.84 +6.6%
350 RWR State Street SPDR Dow Jones REIT ETF 191.0 $19K 0.02% $100.97 +9.9%
351 WBD Warner Bros Discovery Inc Series A Common Communication Services 702.0 $19K 0.02% +647.0 +1176.4% $27.46 -0.1%
352 XBI State Street SPDR S&P Biotech ETF 150.0 $19K 0.02% $127.73 +4.0%
353 DSTL Distillate US Fundamental Stability & Value ETF 329.0 $19K 0.02% NEW $57.88 +1.3%
354 VONG Vanguard Russell 1000 Growth Index Fund ETF 173.0 $19K 0.02% $109.69 +17.0%
355 SPG Simon Property Group Inc. Real Estate 100.0 $19K 0.02% $186.53 +9.4%
356 LII Lennox International Inc Industrials 40.0 $19K 0.02% $464.12 +3.5%
357 IX Orix Corporation Spons ADR Financial Services 590.0 $18K 0.01% $29.99 +30.9%
358 THO Thor Inds Inc Consumer Cyclical 221.0 $18K 0.01% NEW $79.89 -6.4%
359 KMB Kimberly-Clark Corp Consumer Defensive 182.0 $18K 0.01% -243.0 -57.2% $96.47 +2.3%
360 BK Bank of NY Mellon Corp Financial Services 148.0 $18K 0.01% $118.63 +17.2%
Page 18 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%