Eagle Bay Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$113.3M
Q ending 2026-03-31
Prior quarter
$137.0M
Q ending 2025-12-31
Change
-17.2% QoQ · -4.0% YoY
Positions
127
reported holdings

Largest positions

Top 100 of 127 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple Inc (Aapl)AAPLShares$9.9M39K
Tesla Inc (Tsla)TSLAShares$9.2M25K
Ishares Select Dividend Etf (Dvy)DVYShares$5.9M39K
Capital Group New Geography (Ccng)CGNGShares$4.8M152K
Eaton Vance Mortgage OpportunitiesEVMOShares$3.3M65K
Ishares Core S&P 500 Etf (Ivv)IVVShares$3.2M5K
Microsoft Corp (Msft)MSFTShares$3.1M8K
Exxon Mobil Corp (Xom)XOMShares$2.9M17K
Alphabet Inc (Goog)GOOGShares$2.6M9K
Nvidia Corporation (Nvda)NVDAShares$2.3M13K
Ishares Russell 1000 Etf (Iwb)IWBShares$2.3M6K
Vanguard Ftse Developed Markets EtVEAShares$2.2M34K
Berkshire Hathaway Inc (Brk-B)BRK/BShares$2.1M4K
Alphabet Inc (Googl)GOOGLShares$1.9M7K
Vanguard S&P 500 Etf (Voo)VOOShares$1.9M3K
Vanguard Global Ex-Us Real Estate VNQIShares$1.9M42K
Abbvie Inc (Abbv)ABBVShares$1.8M8K
Invesco Qqq Trust (Qqq)QQQShares$1.5M3K
Fidelity Msci Real Estate Etf (FreFRELShares$1.5M55K
Amazon.Com Inc (Amzn)AMZNShares$1.5M7K
The Coca-Cola Company (Ko)KOShares$1.3M17K
Amphenol Corp (Aph)APHShares$1.2M10K
Vanguard Growth Etf (Vug)VUGShares$1.2M3K
Pnc Financial Services Group (Pnc)PNCShares$1.1M5K
Vanguard Ftse Emerging Markets EtfVWOShares$1.1M20K
Johnson & Johnson (Jnj)JNJShares$1.1M4K
Spdr S&P 500 Etf Trust (Spy)SPYShares$1.0M2K
Vanguard Real Estate Index Fund (VVNQShares$830K9K
Abbott Laboratories (Abt)ABTShares$829K8K
Vanguard Short-Term Corporate BondVCSHShares$822K10K
Jpmorgan Chase & Co (Jpm)JPMShares$807K3K
Walmart Inc (Wmt)WMTShares$767K6K
Ishares 0-5 Year Tips Bond Etf (StSTIPShares$759K7K
Automatic Data Processing Inc (AdpADPShares$735K4K
Vanguard Mid-Cap Index Fund Etf ShVOShares$732K3K
Berkshire Hathaway (Brk-A)BRK/AShares$718K1
Merck & Co Inc (Mrk)MRKShares$699K6K
Sonoco Products CoSONShares$671K12K
Abrdn Physical Gold Shares Etf (SgSGOLShares$671K15K
Vanguard Information Technology EtVGTShares$657K942
Meta Platforms, Inc (Meta)METAShares$648K1K
Invesco Senior Loan Etf (Bkln)BKLNShares$639K31K
Air Products & Chemicals Inc (Apd)APDShares$632K2K
Eli Lilly And Co (Lly)LLYShares$599K651
The Home Depot Inc (Hd)HDShares$590K2K
Broadcom Inc (Avgo)AVGOShares$582K2K
Vanguard Short Term Inflation ProtVTIPShares$578K12K
Vanguard Intermediate-Term Bond InBIVShares$578K7K
Axcelis Technologies (Acls)ACLSShares$577K6K
Parker-Hannifin Corp (Ph)PHShares$532K594
New York Times Co (Nyt)NYTShares$502K6K
Vaneck Vectors Fallen Angel High YANGLShares$487K17K
Visa Inc (V)VShares$482K2K
Adobe Inc (Adbe)ADBEShares$482K2K
Abrdn Physical Precious Metals BasGLTRShares$481K2K
Vanguard Emerging Markets GovernmeVWOBShares$478K7K
Vanguard High Dividend Yield Etf (VYMShares$470K3K
Netflix Inc (Nflx)NFLXShares$468K5K
Comcast Corp (Cmcsa)CMCSAShares$466K16K
Vanguard Mortgage-Backed SecuritieVMBSShares$462K10K
Advanced Micro Devices Inc (Amd)AMDShares$455K2K
Ishares Short-TermSUBShares$445K4K
Ishares Russell 2000 Growth Etf (IIWOShares$436K1K
Canadian National Railway (Cni)CNIShares$416K4K
Invesco Dynamic Large Cap Growth EPWBShares$416K3K
Amgen Inc (Amgn)AMGNShares$413K1K
Vanguard Small-Cap Etf (Vb)VBShares$399K2K
Mcdonald'S Corporation (Mcd)MCDShares$398K1K
General Electric (Ge)GEShares$396K1K
Bristol-Myers Squibb Co (Bmy)BMYShares$392K6K
International Business Machines CoIBMShares$390K2K
Spdr Gold Shares (Gld)GLDShares$387K900
Invesco Dwa Momentum Etf (Pdp)PDPShares$384K3K
Philip Morris (Pm)PMShares$384K2K
Proshares S&P 500 Dividend AristocNOBLShares$377K4K
Vanguard Mid-Cap Value Etf (Voe)VOEShares$366K2K
Teledyne (Tdy)TDYShares$347K573
Ishares National Muni Bond EtfMUBShares$340K3K
Micron Technology (Mu)MUShares$337K997
Oracle Corp (Orcl)ORCLShares$334K2K
General Dynamics (Gd)GDShares$328K954
Chevron Corp (Cvx)CVXShares$326K2K
Goldman Sachs Group (Gs)GSShares$324K383
Costco Wholesale (Cost)COSTShares$318K319
Corteva Inc (Ctva)CTVAShares$312K4K
M & T Bank Corp (Mtb)MTBShares$307K1K
Ge Vernova Inc (Gev)GEVShares$304K349
Seagate Technology (Stx)Shares$300K764
Uber Technologies, Inc. (Uber)UBERShares$281K4K
Vanguard Total International Stk EVXUSShares$280K4K
3M Co (Mmm)MMMShares$277K2K
Capital One (Cof)COFShares$275K2K
Astrazeneca Plc OrdShares$268K1K
Echostar Corp (Sats)ECHOShares$266K2K
Henry Jack (Jkhy)JKHYShares$263K2K
Unilever Plc-Sponsored AdrULShares$262K5K
Aercap Holdings Nc (Aer)Shares$250K2K
Victoryshares Us Large Cap High DiCDLShares$247K3K
Verizon Communications Inc (Vz)VZShares$247K5K
The Procter & Gamble Company (Pg)PGShares$244K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.