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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 28 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ZION Zions Bancorporation NA Common Financial Services 34.0 $2K 0.00% NEW $58.53 +5.4%
542 LNC Lincoln Natuional Corp Financial Services 44.0 $2K 0.00% NEW $44.52 -19.2%
543 FPE First Trust Preferred Securities and Income ETF 105.0 $2K 0.00% NEW $18.22 -1.8%
544 CMG Chipotle Mexican Grill Inc Common Consumer Cyclical 50.0 $2K 0.00% NEW $37.00 -11.4%
545 RUN Sunrun Inc Common Energy 100.0 $2K 0.00% NEW $18.40 -25.6%
546 SKYT Skywater Technology Inc Common Technology 100.0 $2K 0.00% NEW $18.16 +93.4%
547 MARA Mara Holdings Inc Common Financial Services 200.0 $2K 0.00% NEW $8.98 +50.9%
548 XLP State Street Consumer Staples Select Sector SPDR ETF 23.0 $2K 0.00% NEW $77.70 +9.0%
549 TTD Trade Desk Inc Class A Technology 47.0 $2K 0.00% NEW $37.96 -44.6%
550 PRMB Primo Brands Corp Class A Consumer Defensive 107.0 $2K 0.00% NEW $16.35 +38.0%
551 DGX Quest Diagnostics Inc Healthcare 10.0 $2K 0.00% NEW $173.50 +11.7%
552 WDC Western Digital Corp Common Technology 10.0 $2K 0.00% NEW $172.30 +166.8%
553 AUPH Aurinia Pharmaceuticals Inc Common Healthcare 100.0 $2K 0.00% NEW $15.95 -3.1%
554 PROV Provident Financial Holdings Inc Common Financial Services 100.0 $2K 0.00% NEW $15.91 +7.5%
555 WBD Warner Bros Discovery Inc Series A Common Communication Services 55.0 $2K 0.00% NEW $28.82 -4.9%
556 AMC Entertainment Holdings Inc Class A Common 1,000.0 $2K 0.00% NEW $1.56
557 NXT Nextpower Inc Common Technology 17.0 $1K 0.00% NEW $87.12 +38.9%
558 EMGF IShares Emerging Markets Equity Factor ETF 25.0 $1K 0.00% NEW $57.84 +22.9%
559 BWA Borg Warner Inc Consumer Cyclical 31.0 $1K 0.00% NEW $45.06 +41.0%
560 U Unity Software Inc Common Technology 30.0 $1K 0.00% NEW $44.17 -40.6%
Page 28 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%