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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 8 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHA Schwab US SmallCap ETF 4,396.0 $125K 0.11% NEW $28.48 +16.5%
142 RSP Invesco S&P 500 Equal Weight ETF 651.0 $125K 0.11% NEW $191.56 +6.9%
143 GS Goldman Sachs Group Inc Financial Services 140.0 $123K 0.11% NEW $879.00 +12.4%
144 ADP Automatic Data Processing Inc Industrials 468.0 $120K 0.11% NEW $257.23 -14.4%
145 VDE Vanguard Energy ETF 943.0 $119K 0.10% NEW $125.92 +32.8%
146 MOAT Vaneck Vectors Morningstar Wide Moat ETF 1,137.0 $118K 0.10% NEW $103.56 -2.3%
147 IYK IShares U S Consumer Goods 1,750.0 $117K 0.10% NEW $66.92 +8.3%
148 WM Waste Management Inc Industrials 533.0 $117K 0.10% NEW $219.71 -0.1%
149 ENB Enbridge Inc Common Energy 2,427.0 $116K 0.10% NEW $47.83 +20.8%
150 SYK Stryker Corp Common Healthcare 330.0 $116K 0.10% NEW $351.47 -8.5%
151 PFE Pfizer Inc Common Stock Healthcare 4,585.0 $114K 0.10% NEW $24.90 +4.2%
152 JEPQ JPMorgan Nasdaq Equity Premium Income ETF 1,926.0 $112K 0.10% NEW $58.12 +3.4%
153 RGLD Royal Gold Inc Common Basic Materials 500.0 $111K 0.10% NEW $222.29 +0.4%
154 HON Honeywell International Inc Industrials 569.0 $111K 0.10% NEW $195.09 +14.7%
155 MCHP Microchip Tech Inc Common Stock Technology 1,700.0 $108K 0.10% NEW $63.72 +43.0%
156 ACN Accenture PLC Ireland Class A Technology 403.0 $108K 0.10% NEW $268.30 -33.7%
157 GILD Gilead Sciences Inc Healthcare 879.0 $108K 0.10% NEW $122.74 +6.3%
158 SCHC Schwab International SmallCap Equity ETF 2,300.0 $105K 0.09% NEW $45.53 +10.3%
159 BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF 5,300.0 $104K 0.09% NEW $19.53 +28.4%
160 PNC PNC Financial Services Group Inc Financial Services 484.0 $101K 0.09% NEW $208.73 +3.9%
Page 8 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%