Bayban Portfolio Stock Holdings

Bayban disclosed 595 stock positions valued at approximately $130.3 million in its latest SEC 13F filing. The largest holdings include United Health Group Inc, IShares Core S&P 500 ETF, and Apple Inc. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.

Report Period
June 30, 2026
No. of Stocks
595
Portfolio Value
$130.3M
Holdings by Sector
Bayban Portfolio Holdings in Q2 2026

580 holdings in the latest reporting period.

Page 1 of 6
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
United Health Group IncUNHHealthcare12.37%38,800-1,282-3.20%$16,126,444
IShares Core S&P 500 ETFIVVOther5.11%8,902--$6,666,619
Apple IncAAPLTechnology4.78%21,510+1,517+7.59%$6,224,134
Vanguard Total Stock Market ETFVTIOther4.63%16,326+860+5.56%$6,041,273
US Bancorp USBFinancial Services3.77%81,425+1,387+1.73%$4,918,070
Exxon Mobil Corporation Common StockXOMEnergy3.22%30,705-375-1.21%$4,197,988
Vanguard FTSE Developed Markets ETFVEAOther2.62%47,953-576-1.19%$3,416,651
Wal-Mart Stores IncWMTConsumer Defensive2.30%26,519--$3,003,542
Vicor Corp Common StockVICRTechnology1.78%6,100--$2,316,658
Microsoft Corp Common StockMSFTTechnology1.60%5,587-125-2.19%$2,084,063
Johnson & Johnson Common StockJNJHealthcare1.56%8,021--$2,037,093
Caterpillar Inc CATIndustrials1.50%1,842+100+5.74%$1,961,546
3M CompanyMMMIndustrials1.49%12,030+328+2.80%$1,947,777
Invesco QQQ Trust Series 1 ETFQQQOther1.40%2,472--$1,820,381
IShares Core MSCI EAFE ETFIEFAOther1.30%17,584--$1,698,263
IShares Trust Russell 1000 Growth ETFIWFOther1.27%13,320+9,990+300.00%$1,653,944
IShares MSCI Emerging Market Index ETFEEMOther1.09%20,682--$1,414,856
IShares Russell 2000 Growth ETFIWOOther1.07%3,531--$1,391,073
Target IncTGTConsumer Defensive1.07%10,643--$1,390,082
State Street Technology Select Sector SPDR ETFXLKOther0.96%6,574-14-0.21%$1,252,478
Vanguard Dividend Appreciation ETFVIGOther0.95%5,254--$1,243,201
Xcel Energy IncXELUtilities0.89%14,430+200+1.41%$1,158,729
IShares S&P Mid Cap 400 Index Fund ETFIJHOther0.83%13,955+626+4.70%$1,076,070
Vanguard Information Technology Index Fund ETFVGTOther0.81%8,840+7,735+700.00%$1,056,557
Vanguard Total International Stock Index Fund ETFVXUSOther0.80%12,181--$1,041,354
Nextera Energy Inc NEEUtilities0.77%11,364+377+3.43%$997,418
JPMorgan Chase & CoJPMFinancial Services0.74%2,930-100-3.30%$959,077
AbbVie IncABBVHealthcare0.72%3,747+50+1.35%$942,895
Vanguard Emerging Mkt ETFVWOOther0.71%15,458-37-0.24%$922,688
Wells Fargo CoWFCFinancial Services0.70%10,986+100+0.92%$907,883
IShares Russell Mid-Cap Growth ETFIWPOther0.69%6,156--$901,300
State Street SPDR S&P 500 ETF TrustSPYOther0.65%1,138+47+4.31%$849,824
Coca Cola CoKOConsumer Defensive0.61%9,796--$796,121
Vanguard High Div Yield ETFVYMOther0.59%4,863--$768,500
IShares MSCI EAFE Growth Index Fund ETFEFGOther0.57%5,997--$746,147
State Street Health Care Select Sector SPDR ETFXLVOther0.56%4,604-138-2.91%$730,471
IShares Core S&P Small Cap ETFIJROther0.55%4,832--$716,634
Alphabet Inc Class CGOOGCommunication Services0.55%2,018--$713,020
Cisco Systems, Inc. Common StockCSCOTechnology0.55%6,058-877-12.65%$711,573
State Street SPDR S&P Global Natural Resources ETFGNROther0.54%10,520--$708,101
Mairs and Power Minnesota Municipal Bond ETF89834G836Other0.51%29,718-5,580-15.81%$665,535
Berkshire Hathaway Inc Cl BBRK-BFinancial Services0.50%1,304--$652,509
Automatic Data Processing IncADPTechnology0.49%2,868--$642,289
Vanguard 500 Index Fund S&P ETFVOOOther0.48%917+508+124.21%$629,805
Ball CorpBALLConsumer Cyclical0.43%9,040--$564,096
Costco Wholesale CorpCOSTConsumer Defensive0.40%551-20-3.50%$515,444
Otter Tail Power CoOTTRUtilities0.37%5,401+200+3.85%$485,982
Enterprise Products Partners LP EPDEnergy0.37%13,100--$481,556
Pepsico Inc PEPConsumer Defensive0.37%3,538-400-10.16%$479,045
Archer-Daniels-Midland CoADMConsumer Defensive0.36%6,128--$468,179
Amazon.com IncAMZNConsumer Cyclical0.36%1,943-4-0.21%$463,095
Arthur J Gallagher & CoAJGFinancial Services0.35%2,000--$459,140
IShares Edge MSCI USA Minimum Volatility ETFUSMVOther0.34%4,597-200-4.17%$443,427
IShares Trust Russell 1000 Value ETFIWDOther0.33%1,784--$432,495
Philip Morris International IncPMConsumer Defensive0.33%2,352-50-2.08%$425,500
Palo Alto Networks Inc CommonPANWTechnology0.32%1,226--$418,091
State Street Consumer Discretionary Select Sector SPDR ETFXLYOther0.32%3,524--$413,295
Vanguard Total International Bond ETFBNDXOther0.30%8,128--$393,639
IShares Core MSCI Emerging Markets ETFIEMGOther0.29%4,593--$380,484
International Business Machines CorpIBMTechnology0.29%1,351+100+7.99%$379,915
Travelers Cos IncTRVFinancial Services0.29%1,146-17-1.46%$378,318
Home Depot Inc Common StockHDConsumer Cyclical0.29%1,066--$375,957
Applied Materials IncAMATTechnology0.27%493--$356,439
Norfolk Southern CorpNSCIndustrials0.27%1,103--$346,993
Vanguard REIT Index ETFVNQOther0.26%3,582-59-1.62%$345,412
Ecolab IncECLBasic Materials0.26%1,206-12-0.99%$336,004
McDonalds CorpMCDConsumer Cyclical0.25%1,224--$330,859
IShares Russell Mid-Cap Value ETFIWSOther0.25%1,966--$323,604
Abbott LaboratoriesABTHealthcare0.25%3,552-787-18.14%$322,308
IShares Russell Mid Cap Index ETFIWROther0.25%2,900--$319,928
Texas InstrumentsTXNTechnology0.24%1,067--$318,041
State Street Financial Select Sector SPDR ETFXLFOther0.24%5,851-36-0.61%$313,672
Oracle Systems CorpORCLTechnology0.24%2,140--$313,617
IShares S&P 500 Growth Index ETFIVWOther0.23%2,206--$303,391
GE Aerospace CommonGEIndustrials0.23%807+17+2.15%$301,553
Chevron CorpCVXEnergy0.23%1,815--$300,854
Eaton Corporation PLCETNOther0.23%702--$299,136
Vanguard Small Cap Value ETFVBROther0.21%1,150--$279,439
IShares Russell 2000 Value ETFIWNOther0.21%1,250--$276,500
Merck & Co IncMRKHealthcare0.21%2,139+200+10.31%$274,862
Vaneck Semiconductor ETFSMHOther0.21%410--$268,915
State Street Industrial Select Sector SPDR ETFXLIOther0.20%1,375-12-0.87%$254,691
British American Tobacco PLC Spons ADRBTIConsumer Defensive0.19%4,062-175-4.13%$250,869
General Mills IncGISConsumer Defensive0.19%7,078--$246,303
VISA IncVFinancial Services0.19%715-16-2.19%$245,309
Starbucks CorpSBUXConsumer Cyclical0.19%2,375--$242,701
Citigroup IncCFinancial Services0.18%1,691+40+2.42%$236,672
State Street SPDR Portfolio S&P 500 Value ETFSPYVOther0.18%3,868-49-1.25%$235,136
Procter & Gamble CoPGConsumer Defensive0.18%1,588-1,000-38.64%$232,864
Williams Companies IncWMBEnergy0.18%3,115--$231,569
Amgen IncAMGNHealthcare0.18%630--$228,136
McKesson CorpMCKHealthcare0.17%299--$225,924
JP Morgan Betabuilders Developed Asia Pacific ex-Japan ETFBBAXOther0.17%3,722--$222,836
Northrop Grumman CorpNOCIndustrials0.17%436--$222,059
Truist Financial Corp CommonTFCFinancial Services0.17%4,443--$221,350
Lockheed Martin CorpLMTIndustrials0.17%434-126-22.50%$221,106
NVIDIA Corp CommonNVDATechnology0.17%1,096-28-2.49%$219,299
Goldman Sachs Group IncGSFinancial Services0.17%216--$218,456
State Street Energy Select Sector SPDR ETFXLEOther0.16%3,956--$210,103
Nuveen Municipal Value FundNUVFinancial Services0.16%22,100--$203,762