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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 26 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 Aberdeen Global Premier Properties Fund 841.0 $3K 0.00% NEW $3.84
502 NOG Northern Oil And Gas Inc Common Energy 150.0 $3K 0.00% NEW $21.47 +10.0%
503 DGRW Wisdomtree Trust US Quality Dividend Growth Fund 36.0 $3K 0.00% NEW $89.42 +7.3%
504 OKTA Okta Inc Class A Common Technology 37.0 $3K 0.00% NEW $86.46 +3.4%
505 KD Kyndryl Holdings Inc Common Technology 120.0 $3K 0.00% NEW $26.56 -54.6%
506 NKE Nike Inc Cl B Consumer Cyclical 50.0 $3K 0.00% NEW $63.72 -30.3%
507 Synovus Financial Corp Common 63.0 $3K 0.00% NEW $50.05
508 ELF ELF Beauty Inc Consumer Defensive 41.0 $3K 0.00% NEW $76.05 -30.2%
509 NOW ServiceNow Inc Common Technology 20.0 $3K 0.00% NEW $153.20 -34.9%
510 HELO JPMorgan Hedged Equity Laddered Overlay ETF 46.0 $3K 0.00% NEW $66.43 +2.0%
511 ARCC Ares Capital Corp Common Financial Services 150.0 $3K 0.00% NEW $20.23 -7.4%
512 JFLX JPMorgan Flexible Debt ETF 60.0 $3K 0.00% NEW $50.22 -0.5%
513 VO Vanguard Mid-Cap Index Fund ETF 10.0 $3K 0.00% NEW $290.20 -73.3%
514 BCX Blackrock Resources & Commodities Strategy Trust Financial Services 264.0 $3K 0.00% NEW $10.98 +9.7%
515 HYLB Xtrackers USD High Yield Corporate Bond ETF 77.0 $3K 0.00% NEW $36.83 -0.9%
516 ALRS Alerus Financial Corp Common Financial Services 125.0 $3K 0.00% NEW $22.52 +25.3%
517 Etsy Inc Corp Common 50.0 $3K 0.00% NEW $55.44
518 Hologic Inc Common 37.0 $3K 0.00% NEW $74.49
519 POOL Pool Corp Common Industrials 12.0 $3K 0.00% NEW $228.75 -20.5%
520 RF Regions Financial Corp Financial Services 100.0 $3K 0.00% NEW $27.10 +1.6%
Page 26 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%