Baybridge Capital Group, Llc Portfolio Stock Holdings

Baybridge Capital Group, Llc disclosed 95 stock positions valued at approximately $161.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.

Report Period
March 31, 2026
No. of Stocks
95
Portfolio Value
$161.4M
Holdings by Sector
Baybridge Capital Group, Llc Portfolio Holdings in Q1 2026

93 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRAGGOther16.14%260,844--$26,053,065
VANGUARD INDEX FDSVTIOther5.72%27,518--$9,226,008
ISHARES TRSHYOther4.55%88,665--$7,343,260
SPDR INDEX SHS FDSSPDWOther4.43%161,000--$7,150,029
ISHARES TRIJHOther3.91%95,622--$6,311,025
ISHARES TRIWMOther3.74%24,496--$6,029,936
INVESCO QQQ TRQQQOther2.87%7,545--$4,634,869
J P MORGAN EXCHANGE TRADED FJPSTOther2.79%89,045--$4,504,803
SPDR SERIES TRUSTSJNKOther2.53%161,180--$4,081,088
NVIDIA CORPORATIONNVDATechnology2.39%20,663--$3,853,600
ALPHABET INCGOOGLCommunication Services2.02%10,417--$3,260,495
SPDR INDEX SHS FDSSPEMOther1.80%62,040--$2,904,070
CATERPILLAR INCCATIndustrials1.55%4,364--$2,500,186
AMAZON COM INCAMZNConsumer Cyclical1.51%10,569--$2,439,537
BROADCOM INCAVGOTechnology1.40%6,519--$2,256,346
GOLDMAN SACHS GROUP INCGSFinancial Services1.28%2,356--$2,070,924
MICROSOFT CORPMSFTTechnology1.24%4,151--$2,007,390
WALMART INCWMTConsumer Defensive1.23%17,869--$1,990,832
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.23%6,508--$1,977,717
MANULIFE FINL CORPMFCFinancial Services1.17%52,228--$1,894,820
ISHARES TRIEIOther1.17%15,834--$1,889,788
SPDR SERIES TRUSTBILOther1.17%20,612--$1,883,550
TJX COS INC NEWTJXConsumer Cyclical1.14%12,025--$1,847,188
JPMORGAN CHASE & COJPMFinancial Services1.14%5,724--$1,844,519
INTERNATIONAL BUSINESS MACHSIBMTechnology1.11%6,072--$1,798,588
TESLA INCTSLAConsumer Cyclical1.07%3,842--$1,727,825
META PLATFORMS INCMETACommunication Services1.05%2,566--$1,693,762
3M COMMMIndustrials1.04%10,519--$1,684,148
CENCORA INCCORHealthcare1.04%4,961--$1,675,588
MEDTRONIC PLCMDTOther1.03%17,378--$1,669,331
EXPEDIA GROUP INCEXPEConsumer Cyclical1.01%5,747--$1,628,183
PALANTIR TECHNOLOGIES INCPLTRTechnology1.00%9,084--$1,614,681
QUALCOMM INCQCOMTechnology0.99%9,366--$1,601,982
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.99%3,177--$1,596,920
J P MORGAN EXCHANGE TRADED FJMSTOther0.98%31,115--$1,584,974
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.93%1,745--$1,504,929
CISCO SYS INCCSCOTechnology0.92%19,269--$1,484,282
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.89%15,734--$1,435,099
COCA COLA COKOConsumer Defensive0.86%19,948--$1,394,565
VERIZON COMMUNICATIONS INCVZCommunication Services0.86%34,075--$1,387,885
CHENIERE ENERGY INCLNGEnergy0.86%7,130--$1,386,066
JOHNSON & JOHNSONJNJHealthcare0.82%6,371--$1,318,479
APPLE INCAAPLTechnology0.80%4,766--$1,295,795
WASTE MGMT INC DELWMIndustrials0.72%5,303--$1,165,119
ISHARES TRSCZOther0.63%13,119--$1,017,092
RTX CORPORATIONRTXIndustrials0.60%5,256--$963,908
ORACLE CORPORCLTechnology0.50%4,149--$808,646
COMFORT SYS USA INCFIXIndustrials0.50%866--$808,317
NUSHARES ETF TRNUBDOther0.43%31,014--$693,310
ISHARES TRSHYGOther0.41%15,271--$654,674
CONSTELLATION ENERGY CORPCEGUtilities0.35%1,605--$566,999
MICRON TECHNOLOGY INCMUTechnology0.35%1,975--$563,685
JABIL INCJBLTechnology0.33%2,345--$534,817
SCHWAB CHARLES CORPSCHWFinancial Services0.33%5,339--$533,458
PALO ALTO NETWORKS INCPANWTechnology0.31%2,728--$502,498
D-WAVE QUANTUM INCQBTSTechnology0.31%19,018--$497,321
FLEXTRONICS INTL LTDFLEXOther0.28%7,569--$457,319
ASML HLDG NVASMLOther0.27%408--$436,503
SSGA ACTIVE TRHYBLOther0.27%15,285--$434,706
MCKESSON CORPMCKHealthcare0.27%528--$433,492
VANGUARD BD INDEX FDSBNDOther0.27%5,844--$432,866
ALBEMARLE CORPALBBasic Materials0.27%3,049--$431,251
OKLO INCOKLOUtilities0.26%5,825--$418,002
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.26%3,015--$415,499
MARRIOTT INTL INC NEWMARConsumer Cyclical0.25%1,313--$407,346
CENTRUS ENERGY CORPLEUEnergy0.24%1,569--$380,891
STONEX GROUP INCSNEXFinancial Services0.23%3,958--$376,525
CARRIAGE SVCS INCCSVConsumer Cyclical0.22%8,246--$348,806
DYNEX CAP INCDXReal Estate0.21%24,720--$346,328
EVEREST GROUP LTDEGOther0.21%1,017--$344,993
VISTRA CORPVSTUtilities0.21%2,129--$343,472
WILLIAMS COS INCWMBEnergy0.21%5,703--$342,808
MIZUHO FINANCIAL GROUP INCMFGFinancial Services0.21%46,339--$339,202
REGENERON PHARMACEUTICALSREGNHealthcare0.20%421--$324,958
DUKE ENERGY CORP NEWDUKUtilities0.20%2,752--$322,574
ISHARES TRIEFOther0.20%3,337--$320,915
MARVELL TECHNOLOGY INCMRVLTechnology0.20%3,719--$316,041
LIQUIDIA CORPORATIONLQDAHealthcare0.19%8,740--$301,443
FOX CORPFOXACommunication Services0.18%4,050--$295,934
HP INCHPQTechnology0.18%13,030--$290,309
WILLIAMS SONOMA INCWSMConsumer Cyclical0.18%1,602--$286,102
ALPHABET INCGOOGCommunication Services0.18%911--$285,777
JACKSON FINANCIAL INCJXNFinancial Services0.16%2,465--$262,893
UNITEDHEALTH GROUP INCUNHHealthcare0.16%793--$261,778
ICON PLCICLROther0.16%1,410--$256,931
CME GROUP INCCMEFinancial Services0.16%940--$256,696
STRATEGY INCMSTRTechnology0.16%1,660--$252,237
LIBERTY MEDIA CORP DELFWONACommunication Services0.15%2,703--$241,595
MERCADOLIBRE INCMELIConsumer Cyclical0.14%116--$233,655
PFIZER INCPFEHealthcare0.14%9,188--$228,789
ISHARES TRESGDOther0.14%2,359--$224,338
INTEL CORPINTCTechnology0.14%6,065--$223,799
MASTERCARD INCORPORATEDMAFinancial Services0.13%371--$211,770