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Eagle Bay Advisors LLC

SEC CIK
0001862864
Latest filing
Aug 3, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 30, 2021. Long positions only.

Institution overview
Positions
960
No filing for Q1 2021
Portfolio value
$124.3M
No filing for Q1 2021
Filed
Jul 30, 2021
SEC

Eagle Bay Advisors LLC did not file a 13F for Q1 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Eagle Bay Advisors LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF24,427$10.7M8.6%–––
Vanguard Ftse Developed Markets ETF921943858ETF154,824$8.11M6.5%–––
Vanguard Ftse Emerging Markets ETF922042858ETF101,846$5.58M4.5%–––
iShares Tr46434V878ULTRA SHORT DUR89,099$4.80M3.9%–––
UBERUber Technologies, IncStock94,399$4.73M3.8%––History
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF55,418$4.19M3.4%–––
MSFTMicrosoft CorpStock10,847$2.94M2.4%––History
IGMSIGM Biosciences, Inc.COM34,835$2.90M2.3%––History
GBDCGolub Capital BDC, Inc.COM188,703$2.89M2.3%––History
AAPLApple Inc.Stock19,860$2.73M2.2%––History
Vanguard Total Bond Market ETF921937835ETF29,781$2.56M2.1%–––
iShares Tr464287622RUS 1000 ETF8,183$1.98M1.6%–––
NETCloudflare, Inc.CL A COM15,659$1.66M1.3%––History
Vanguard Intl Equity Index F922042676GLB EX US ETF27,525$1.64M1.3%–––
AMZNAmazon Com IncStock470$1.62M1.3%––History
XOMExxonMobil Holdings CorpCOM21,213$1.34M1.1%––History
ABBVAbbVie Inc.Stock11,638$1.32M1.1%––History
iShares Tr464288273EAFE SML CP ETF16,166$1.20M1.0%–––
PNCPNC Financial Services Group, Inc.Stock6,123$1.17M0.9%––History
ABTAbbott LaboratoriesStock9,909$1.16M0.9%––History
ADBEAdobe Inc.Stock1,891$1.11M0.9%––History
BRK.BBerkshire Hathaway IncStock3,605$1.01M0.8%––History
GOOGLAlphabet Inc.Stock405$995.0K0.8%––History
BRK.ABerkshire Hathaway IncCL A2$838.0K0.7%––History
Fidelity Covington Trust316092857MSCI RL EST ETF25,989$821.0K0.7%–––
KOCoca Cola CoStock14,621$797.0K0.6%––History
HDHome Depot, Inc.Stock2,440$781.0K0.6%––History
JNJJohnson & JohnsonStock4,646$770.0K0.6%––History
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF5,090$695.0K0.6%–––
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF7,516$681.0K0.5%–––
MMM3M CoStock3,162$634.0K0.5%––History
JPMJPMorgan Chase & CoStock3,767$592.0K0.5%––History
GOOGAlphabet Inc.Stock229$582.0K0.5%––History
UNHUnitedHealth Group IncStock1,371$553.0K0.4%––History
APDAir Products & Chemicals, Inc.Stock1,851$537.0K0.4%––History
BMYBristol Myers Squibb CoStock7,703$518.0K0.4%––History
CMCSAComcast CorpStock8,667$499.0K0.4%––History
INTCIntel CorpStock8,264$467.0K0.4%––History
VVisa Inc.Stock1,930$455.0K0.4%––History
ACNAccenture plcStock1,475$440.0K0.4%––History
iShares Tr46429B655FLTG RATE NT ETF7,242$439.0K0.4%–––
ADPAutomatic Data Processing IncStock2,153$430.0K0.3%––History
Invesco QQQ Tr04609E107UNIT SER 11,178$418.0K0.3%–––
iShares Core S&P Small Cap ETF464287804ETF3,361$402.0K0.3%–––
VZVerizon Communications IncStock7,039$399.0K0.3%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF1,734$388.0K0.3%–––
AMATApplied Materials IncStock2,678$384.0K0.3%––History
WMTWalmart Inc.Stock2,685$383.0K0.3%––History
PMPhilip Morris International Inc.Stock3,811$380.0K0.3%––History
VIRTVirtu Financial, Inc.CL A13,350$376.0K0.3%––History
METAMeta Platforms, Inc.Stock1,039$366.0K0.3%––History
PEPPepsiCo IncStock2,422$363.0K0.3%––History
PGProcter & Gamble CoStock2,612$357.0K0.3%––History
APHAmphenol CorpCL A4,998$345.0K0.3%––History
Vanguard Whitehall FDS921946810INTL DVD ETF3,722$333.0K0.3%–––
DISWalt Disney CoStock1,795$319.0K0.3%––History
ACLSAxcelis Technologies IncStock7,600$312.0K0.3%––History
AMGNAmgen IncStock1,164$288.0K0.2%––History
INTUIntuit Inc.Stock566$283.0K0.2%––History
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,779$282.0K0.2%–––
HUMHumana IncStock630$280.0K0.2%––History
NVDANVIDIA CorpStock336$275.0K0.2%––History
PBCTPeople's United Financial, Inc.COM15,635$271.0K0.2%––History
GSGoldman Sachs Group IncStock703$269.0K0.2%––History
Kayne Anderson Nextgen Energy48661E112OTR34,418$269.0K0.2%–––
CSCOCisco Systems, Inc.Stock4,995$268.0K0.2%––History
HONHoneywell International IncCOM1,209$268.0K0.2%––History
MAMastercard IncStock703$260.0K0.2%––History
iShares Russell 2000 Growth ETF464287648ETF825$258.0K0.2%–––
BGBBlackstone Strategic Credit 2027 Term FundCOM SHS BEN IN17,856$257.0K0.2%––History
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG9,036$250.0K0.2%–––
LLYEli Lilly & CoStock1,036$241.0K0.2%––History
SBUXStarbucks CorpStock2,088$237.0K0.2%––History
IBMInternational Business Machines CorpStock1,601$236.0K0.2%––History
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC2,597$236.0K0.2%–––
DEDeere & CoStock649$231.0K0.2%––History
PYPLPayPal Holdings, Inc.Stock786$231.0K0.2%––History
CVSCVS Health CorpStock2,499$218.0K0.2%––History
PFEPfizer IncStock5,468$217.0K0.2%––History
GEGeneral Electric CoCOM15,768$217.0K0.2%––History
TAT&T Inc.Stock7,243$213.0K0.2%––History
NFLXNetflix IncStock389$209.0K0.2%––History
NEMNEWMONT CorpStock3,139$208.0K0.2%––History
BLKBlackRock, Inc.COM232$207.0K0.2%––History
MRKMerck & Co., Inc.Stock2,577$205.0K0.2%––History
BACBank of America CorpStock4,890$205.0K0.2%––History
QCOMQualcomm IncStock1,359$199.0K0.2%––History
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN9,907$196.0K0.2%––History
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP5,094$195.0K0.2%–––
SPYSPDR S&P 500 ETF TrustETF451$194.0K0.2%––History
MDTMedtronic plcStock1,489$190.0K0.2%––History
ELVElevance Health, Inc.Stock481$186.0K0.1%––History
AVGOBroadcom Inc.Stock382$185.0K0.1%––History
Raytheon Technologies Corp75513E105COM2,090$179.0K0.1%–––
VLOValero Energy CorpStock2,245$178.0K0.1%––History
CODICompass Diversified HoldingsSH BEN INT6,624$177.0K0.1%––History
UPSUnited Parcel Service IncStock798$169.0K0.1%––History
iShares Tr464288307MRGSTR MD CP GRW2,400$166.0K0.1%–––
CATCaterpillar IncStock747$164.0K0.1%––History
METMetlife IncStock2,534$161.0K0.1%––History