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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 7 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 Canadian Pacific Kansas City Limited Common 2,017.0 $149K 0.13% NEW $73.63
122 SCHD Schwab US Dividend Equity ETF 5,385.0 $148K 0.13% NEW $27.43 +17.6%
123 SMH Vaneck Semiconductor ETF 410.0 $148K 0.13% NEW $360.13 +57.6%
124 SCZ IShares EAFE Small Cap ETF 1,900.0 $147K 0.13% NEW $77.53 +9.8%
125 MDLZ Mondelez International Inc Consumer Defensive 2,705.0 $146K 0.13% NEW $53.83 +14.2%
126 BSX Boston Scientific Corp Common Stock Healthcare 1,501.0 $143K 0.13% NEW $95.35 -40.1%
127 FLJP Franklin Templeton FTSE Japan ETF 4,138.0 $143K 0.13% NEW $34.45 +13.5%
128 AGG IShares Core US Aggregate Bond ETF 1,426.0 $142K 0.13% NEW $99.88 -1.5%
129 BX Blackstone Group Inc Class A Financial Services 922.0 $142K 0.13% NEW $154.14 -23.1%
130 RTX RTX Corp Common Industrials 773.0 $142K 0.12% NEW $183.40 -4.7%
131 RDVY First Trust Nasdaq Rising Dividend Achievers ETF 2,000.0 $139K 0.12% NEW $69.47 +7.7%
132 NGG National Grid Transco PLC Sponsored ADR Utilities 1,770.0 $137K 0.12% NEW $77.35 +11.7%
133 RY Royal Bank of Canada Financial Services 800.0 $136K 0.12% NEW $170.49 +9.8%
134 SOLV Solventum Corp Common Healthcare 1,688.0 $134K 0.12% NEW $79.24 -3.9%
135 VYMI Vanguard International High Dividend Yield Index Fund ETF 1,454.0 $131K 0.12% NEW $90.00 +11.3%
136 SHOP Shopify Inc Class A Common Technology 800.0 $129K 0.11% NEW $160.97 -34.8%
137 EZU IShares MSCI Eurozone ETF 1,999.0 $128K 0.11% NEW $64.10 +6.5%
138 DRI Darden Restaurants Inc Common Consumer Cyclical 693.0 $128K 0.11% NEW $184.02 +7.1%
139 RSPH Invesco S&P 500 Equal Weight Health Care ETF 4,000.0 $127K 0.11% NEW $31.85 -3.3%
140 KMI Kinder Morgan Inc Energy 4,589.0 $126K 0.11% NEW $27.49 +21.9%
Page 7 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%