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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 24 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MITK Mitek Systems Inc Common Technology 500.0 $5K 0.01% NEW $10.55 +45.6%
462 TRMB Trimble Inc Common Technology 67.0 $5K 0.01% NEW $78.34 -28.6%
463 GEV GE Vernova Inc Common Utilities 8.0 $5K 0.01% NEW $653.62 +59.7%
464 MYI Blackrock Muniyield Quality Fund III ETF Financial Services 478.0 $5K 0.01% NEW $10.87 -1.8%
465 VST Vistra Corp Common Utilities 32.0 $5K 0.01% NEW $161.34 -10.7%
466 ACM AECOM Industrials 54.0 $5K 0.01% NEW $95.33 -26.4%
467 ISRG Intuitive Surgical Inc Corp Common Healthcare 9.0 $5K 0.01% NEW $566.33 -22.3%
468 RGEN Repligen Corp Common Healthcare 31.0 $5K 0.00% NEW $163.87 -31.8%
469 GRMN Garmin Ltd Technology 25.0 $5K 0.00% NEW $202.84 +18.2%
470 ARLP Alliance Resource Partners LP Energy 200.0 $5K 0.00% NEW $23.23 +6.9%
471 HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 184.0 $5K 0.00% NEW $24.94 -0.1%
472 MPWR Monolithic Power Systems Inc Common Technology 5.0 $5K 0.00% NEW $906.40 +72.2%
473 SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF 202.0 $5K 0.00% NEW $22.42 -1.4%
474 VWOB Vanguard Emerging Markets Government Bond ETF 67.0 $5K 0.00% NEW $67.43 -1.8%
475 LUMN Lumen Technologies Inc Common Communication Services 581.0 $5K 0.00% NEW $7.77 +21.5%
476 USIG IShares Broad USD Investment Grade Corporate Bond ETF 86.0 $4K 0.00% NEW $51.77 -1.6%
477 GPN Global Payments Inc Industrials 57.0 $4K 0.00% NEW $77.40 -6.2%
478 ZM Zoom Video Communications Inc Technology 50.0 $4K 0.00% NEW $86.30 +15.2%
479 JEF Jefferies Financial Group Inc Common Financial Services 67.0 $4K 0.00% NEW $61.97 -15.4%
480 TTEK Tetra Tech Inc Common Industrials 122.0 $4K 0.00% NEW $33.54 -18.2%
Page 24 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%