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Portfolio (Quarterly) Guide ↗

Eagle Bay Advisors LLC

· CIK 0001862864
13F Portfolio $113M AUM 127 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 67 Added 32 Reduced 145 Exited
Page 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 EXC Exelon Corp Com (EXC) Utilities 560 $24K 0.02% SOLD
122 CHE Chemed Corp (CHE) Healthcare 57 $24K 0.02% SOLD
123 RELX RELX PLC (RELX) Communication Services 594 $24K 0.02% SOLD
124 EWY iShares MSCI South Korea 246 $24K 0.02% SOLD
125 BA The Boeing Company (BA) Industrials 109 $24K 0.02% SOLD
126 HE Hawaiian Elec Inds Inc Utilities 1,915 $24K 0.02% SOLD
127 UPS United Parcel (UPS) Industrials 234 $23K 0.02% SOLD
128 MTN Vail Resorts Inc Consumer Cyclical 169 $23K 0.02% SOLD
129 EXEL Exelixis Inc Com Healthcare 519 $23K 0.02% SOLD
130 OXY Occidental Pete Corp (OXY) Energy 540 $22K 0.02% SOLD
131 CART Maplebear Inc Com (CART) Consumer Cyclical 496 $22K 0.02% SOLD
132 PRIM Primoris Services Corp Industrials 177 $22K 0.02% SOLD
133 NRG NRG Energy Inc (NRG) Utilities 138 $22K 0.02% SOLD
134 PBT Permian Basin RTY TR Ubi Energy 1,292 $22K 0.02% SOLD
135 DPZ Domino's Pizza Inc Consumer Cyclical 52 $22K 0.02% SOLD
136 EFA iShares MSCI EAFE ETF (EFA) 224 $22K 0.02% SOLD
137 JAZZ Jazz Pharmaceuticals PLC Healthcare 125 $21K 0.02% SOLD
138 Millrose Properties Inc (MRP) 709 $21K 0.01% SOLD
139 ALSN Allison Transmission HLD Consumer Cyclical 215 $21K 0.01% SOLD
140 Landbridge Co LLC CL A 425 $21K 0.01% SOLD
Page 7 of 8  ·  145 positions
Sector Allocation
Technology 31.6%
Consumer Cyclical 18.7%
Financial Services 13.1%
Communication Services 9.9%
Healthcare 8.5%
Energy 5.4%
Industrials 5.2%
Consumer Defensive 4.8%
Basic Materials 2.3%
Utilities 0.4%