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Portfolio (Quarterly) Guide ↗

BAYBAN

· CIK 0002110649
13F Portfolio $115M AUM 671 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New 87 Added 63 Reduced 68 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TOST Toast Inc Class A Technology 62.0 $2K 0.00% -646.0 -91.2% $26.52 +2.1%
62 SNY Sanofi-Aventis Sponsored ADR Healthcare 18.0 $867.0 0.00% -950.0 -98.1% $48.17 -10.8%
63 GEN Gen Digital Inc Common Technology 8.0 $151.0 -75.0 -90.4% $18.88 +29.5%
Page 4 of 4  ·  63 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 22.1%
Financial Services 18.2%
Technology 15.6%
Consumer Defensive 12.1%
Energy 9.8%
Industrials 9.3%
Utilities 5.3%
Consumer Cyclical 3.6%
Communication Services 2.0%
Basic Materials 1.4%