Skip to main content

Eagle Bay Advisors LLC

SEC CIK
0001862864
Latest filing
Aug 3, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 21, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
1,163
+79 vs. Q3 2021
Portfolio value
$153.4M
−$17.9M (−10.4%) vs. Q3 2021
Filed
Jan 21, 2022
SEC
Holdings of Eagle Bay Advisors LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF39,201$19.0M12.4%−2,222−5.4%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF232,242$12.0M7.8%+37,124+19.0%Added–
iShares Tr46434V878ULTRA SHORT DUR176,561$8.98M5.9%+27,539+18.5%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF125,647$6.25M4.1%−43,474−25.7%Reduced–
MSFTMicrosoft CorpStock11,895$4.00M2.6%+3,041+34.3%AddedHistory
UBERUber Technologies, IncStock92,520$3.88M2.5%−94,680−50.6%ReducedHistory
AAPLApple Inc.Stock21,618$3.84M2.5%−7,539−25.9%ReducedHistory
iShares Tr46429B655FLTG RATE NT ETF71,029$3.60M2.3%+47,014+195.8%Added–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF43,832$3.37M2.2%−20,276−31.6%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD33,902$2.75M1.8%+705+2.1%Added–
GBDCGolub Capital BDC, Inc.COM171,044$2.65M1.7%+62,328+57.3%AddedHistory
NETCloudflare, Inc.CL A COM17,296$2.27M1.5%−14,022−44.8%ReducedHistory
iShares Tr464287622RUS 1000 ETF7,886$2.08M1.4%−526−6.3%Reduced–
AMZNAmazon Com IncStock579$1.93M1.3%−142−19.7%ReducedHistory
GOOGLAlphabet Inc.Stock590$1.71M1.1%+8+1.4%AddedHistory
ABBVAbbVie Inc.Stock11,333$1.53M1.0%−2,476−17.9%ReducedHistory
ABTAbbott LaboratoriesStock9,104$1.28M0.8%−2,184−19.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM20,733$1.27M0.8%−2,986−12.6%ReducedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF20,199$1.09M0.7%−16,477−44.9%Reduced–
ADBEAdobe Inc.Stock1,909$1.08M0.7%−135−6.6%ReducedHistory
Fidelity Covington Trust316092857MSCI RL EST ETF29,831$1.04M0.7%−4,287−12.6%Reduced–
IGMSIGM Biosciences, Inc.COM34,835$1.02M0.7%−460−1.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A2$901.0K0.6%−2−50.0%ReducedHistory
KOCoca Cola CoStock15,128$896.0K0.6%−2,206−12.7%ReducedHistory
HDHome Depot, Inc.Stock2,082$859.0K0.6%−448−17.7%ReducedHistory
JNJJohnson & JohnsonStock4,666$799.0K0.5%−1,488−24.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock2,578$770.0K0.5%−1,752−40.5%ReducedHistory
ARCCAres Capital CorpCEF35,278$755.0K0.5%+10,101+40.1%AddedHistory
JPMJPMorgan Chase & CoStock4,686$742.0K0.5%−739−13.6%ReducedHistory
PLTRPalantir Technologies Inc.Stock40,613$740.0K0.5%−12,493−23.5%ReducedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF5,512$738.0K0.5%−10−0.2%Reduced–
NVDANVIDIA CorpStock2,506$737.0K0.5%+310+14.1%AddedHistory
iShares Tr464288273EAFE SML CP ETF9,898$724.0K0.5%−10,260−50.9%Reduced–
UNHUnitedHealth Group IncStock1,401$702.0K0.5%+211+17.7%AddedHistory
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF6,781$641.0K0.4%+755+12.5%Added–
GOOGAlphabet Inc.Stock221$639.0K0.4%−119−35.0%ReducedHistory
MMM3M CoStock3,197$568.0K0.4%−1,600−33.4%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF3,768$567.0K0.4%+2,282+153.6%Added–
ACLSAxcelis Technologies IncStock7,600$567.0K0.4%−4,000−34.5%ReducedHistory
TSLATesla, Inc.Stock535$564.0K0.4%+327+157.2%AddedHistory
METAMeta Platforms, Inc.Stock1,674$563.0K0.4%−113−6.3%ReducedHistory
APDAir Products & Chemicals, Inc.Stock1,775$540.0K0.4%−170−8.7%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF2,375$537.0K0.3%+2,160+1,004.7%Added–
ACNAccenture plcStock1,268$526.0K0.3%−116−8.4%ReducedHistory
BMYBristol Myers Squibb CoStock8,437$523.0K0.3%−2,089−19.8%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF3,115$523.0K0.3%+3,115New–
iShares Core S&P Mid-Cap ETF464287507ETF1,785$505.0K0.3%+1,227+219.9%Added–
ADPAutomatic Data Processing IncStock1,994$492.0K0.3%−263−11.7%ReducedHistory
CMCSAComcast CorpStock9,750$491.0K0.3%−2,219−18.5%ReducedHistory
INTCIntel CorpStock9,160$475.0K0.3%−1,996−17.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF1,178$469.0K0.3%−1,178−50.0%Reduced–
AMATApplied Materials IncStock2,927$461.0K0.3%−2,071−41.4%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF3,912$450.0K0.3%−742−15.9%Reduced–
HONHoneywell International IncCOM2,144$447.0K0.3%−66−3.0%ReducedHistory
WMTWalmart Inc.Stock3,075$445.0K0.3%−446−12.7%ReducedHistory
MAMastercard IncStock1,193$428.0K0.3%+88+8.0%AddedHistory
APHAmphenol CorpCL A4,893$428.0K0.3%−132−2.6%ReducedHistory
iShares Tr46435U663ESG AWARE MSCI10,501$423.0K0.3%+10,501New–
DISWalt Disney CoStock2,713$420.0K0.3%+49+1.8%AddedHistory
VIRTVirtu Financial, Inc.CL A14,421$416.0K0.3%−7,422−34.0%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,718$415.0K0.3%−1,738−50.3%Reduced–
VVisa Inc.Stock1,854$402.0K0.3%−541−22.6%ReducedHistory
AMGNAmgen IncStock1,810$397.0K0.3%−664−26.8%ReducedHistory
ELVElevance Health, Inc.Stock838$389.0K0.3%+159+23.4%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF7,394$382.0K0.2%−3,414−31.6%Reduced–
Vanguard Whitehall FDS921946810INTL DVD ETF4,244$372.0K0.2%−123−2.8%Reduced–
VZVerizon Communications IncStock6,822$355.0K0.2%−974−12.5%ReducedHistory
CSCOCisco Systems, Inc.Stock4,991$317.0K0.2%−3,118−38.5%ReducedHistory
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM43,627$314.0K0.2%−5,128−10.5%ReducedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF1,362$308.0K0.2%+1,362New–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,779$305.0K0.2%00.0%Unchanged–
INTUIntuit Inc.Stock463$298.0K0.2%−97−17.3%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock445$297.0K0.2%−69−13.4%ReducedHistory
HUMHumana IncStock629$292.0K0.2%−629−50.0%ReducedHistory
WSTWest Pharmaceutical Services IncCOM622$292.0K0.2%+58+10.3%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF1,339$288.0K0.2%+1,339New–
GSGoldman Sachs Group IncStock738$283.0K0.2%−443−37.5%ReducedHistory
QCOMQualcomm IncStock1,498$274.0K0.2%−766−33.8%ReducedHistory
CVSCVS Health CorpStock2,534$262.0K0.2%−1,428−36.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF550$261.0K0.2%+79+16.8%AddedHistory
ORCLOracle CorpStock2,901$253.0K0.2%−1,576−35.2%ReducedHistory
MCDMcDonalds CorpStock939$252.0K0.2%−99−9.5%ReducedHistory
DEDeere & CoStock731$251.0K0.2%−473−39.3%ReducedHistory
IBMInternational Business Machines CorpStock1,876$250.0K0.2%−10−0.5%ReducedHistory
COSTCostco Wholesale CorpStock430$244.0K0.2%−226−34.5%ReducedHistory
BACBank of America CorpStock5,477$244.0K0.2%−1,178−17.7%ReducedHistory
NFLXNetflix IncStock399$241.0K0.2%−183−31.4%ReducedHistory
NEMNEWMONT CorpStock3,630$225.0K0.1%−2,084−36.5%ReducedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN12,453$220.0K0.1%+12,453NewHistory
NKENIKE, Inc.Stock1,287$214.0K0.1%−380−22.8%ReducedHistory
LLYEli Lilly & CoStock764$212.0K0.1%−657−46.2%ReducedHistory
UPSUnited Parcel Service IncStock975$209.0K0.1%+104+11.9%AddedHistory
CVXChevron CorpStock1,743$205.0K0.1%−783−31.0%ReducedHistory
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG7,922$204.0K0.1%−3,440−30.3%Reduced–
AXPAmerican Express CoStock1,227$201.0K0.1%−287−19.0%ReducedHistory
SBUXStarbucks CorpStock1,652$193.0K0.1%−1,502−47.6%ReducedHistory
CODICompass Diversified HoldingsSH BEN INT6,248$191.0K0.1%−3,368−35.0%ReducedHistory
CATCaterpillar IncStock915$189.0K0.1%−375−29.1%ReducedHistory
MRKMerck & Co., Inc.Stock2,445$187.0K0.1%−1,845−43.0%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF612$187.0K0.1%+612New–

Options (48)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Eagle Bay Advisors LLC in Q4 2021
SecurityClassPutsCalls
PNCPNC Financial Services Group, Inc.Stock–$1.16M
PFEPfizer IncStock–$364.0K
PGProcter & Gamble CoStock–$343.0K
PEPPepsiCo IncStock–$318.0K
PMPhilip Morris International Inc.Stock–$318.0K
PBCTPeople's United Financial, Inc.COM–$280.0K
PSXPhillips 66Stock–$109.0K
ProShares Tr74347B201PSHS ULTSH 20YRS–$63.0K
PRIPrimerica, Inc.Stock–$61.0K
PNWPinnacle West Capital CorpCOM–$40.0K
PTONPeloton Interactive, Inc.CL A COM–$34.0K
PLDPrologis, Inc.REIT–$27.0K
PPLPPL CorpCOM–$27.0K
SVXYProShares Trust IISHT VIX ST TRM–$21.0K
PSMTPricesmart IncCOM–$18.0K
PGRProgressive CorpStock–$17.0K
PRUPrudential Financial IncStock–$16.0K
PBHPrestige Consumer Healthcare Inc.COM–$15.0K
PUKPrudential PLCADR–$12.0K
PXDPioneer Natural Resources CoCOM–$9.00K
PFGPrincipal Financial Group IncCOM–$8.00K
PETQPetIQ, Inc.COM CL A–$7.00K
PHMPultegroup IncCOM–$6.00K
PLUGPlug Power IncStock–$5.00K
PFGCPerformance Food Group CoCOM–$5.00K
PSAPublic StorageCOM–$5.00K
PMVPPMV Pharmaceuticals, Inc.COM–$5.00K
PRLDPrelude Therapeutics IncCOM–$5.00K
PTGXProtagonist Therapeutics, IncCOM–$4.00K
TROWPrice T Rowe Group IncStock–$3.00K
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR–$2.00K
POOLPool CorpCOM–$2.00K
PAGPenske Automotive Group, Inc.COM–$2.00K
Put (C) Citigroup Inc Jan 20 23 $45 (100 Shs)4931329XTOptions–$2.00K
Put (Abcl) Abcellera Biologics Apr 14 22 $15 (100 Shs)5468899VTOptions–$2.00K
PDDPDD Holdings Inc.SPONSORED ADS–$1.00K
PENPenumbra IncCOM–$1.00K
Put (Axp) American Express Co Jan 20 23 $120 (100 Shs)4931089CWOptions–$1.00K
Put (BGCP) BGC Partners Inc Com Jan 20 23 $4 (100 Shs)4931169XVOptions–$1.00K
Put (Cmcsa) Comcast Corp Jan 20 23 $42.5 (100 Shs)4931499KEOptions–$1.00K
Put (DPZ) Domino S Pizza Inc Jan 20 23 $300 (100 Shs)4931829ICOptions–$1.00K
Put (FB) Meta Platforms Inc Jan 20 23 $200 (100 Shs)4932109XVOptions–$1.00K
Put (HZNP) Horizon Pharma PLC Jan 20 23 $75 (100 Shs)4932539XVOptions–$1.00K
Put (KR) Kroger Co Com Jan 20 23 $35 (100 Shs)4932839IGOptions–$1.00K
Put (CBRL) Cracker Barrel Old Dec 16 22 $100 (100 Shs)5314519FDOptions–$1.00K
Put (GGB) Gerdau SA Spon ADR Mar 18 22 $4 (100 Shs)5419679XXOptions–$1.00K
Put (CLX) Clorox Co Com Jun 17 22 $160 (100 Shs)5451669UQOptions–$1.00K
Put (Ip) International Paper Jan 20 23 $40 (100 Shs)5553469PPOptions–$1.00K

Sold out since Q3 2021 (141)

Positions held at the end of Q3 2021 that are gone from this filing.

The largest 100 of 141 by value last quarter.

Positions of Eagle Bay Advisors LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
PBCTPeople's United Financial, Inc.COM21,721$381.0K0.2%History
KSUKansas City SouthernCOM NEW512$139.0K0.1%History
PPLPPL CorpCOM3,544$100.0K0.1%History
iShares Tr464287150CORE S&P TTL STK900$88.0K0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF400$70.0K<0.1%–
TGTTarget CorpCOMMON281$64.0K<0.1%History
PTONPeloton Interactive, Inc.CL A COM655$57.0K<0.1%History
MBGAFDaimler AGCOM623$56.0K<0.1%History
iShares Tr464287556ISHARES BIOTECH330$54.0K<0.1%–
ProShares Tr74347B201PSHS ULTSH 20YRS2,814$49.0K<0.1%–
TRVTravelers Companies, Inc.COM271$41.0K<0.1%History
PSMTPricesmart IncCOM492$40.0K<0.1%History
TMXTerminix Global Holdings IncCOMMON STOCK887$37.0K<0.1%History
BGCBGC Group, Inc.CL A6,000$32.0K<0.1%History
SBGISinclair, Inc.CL A1,040$32.0K<0.1%History
VRSNVerisign IncCOM157$32.0K<0.1%History
NCR Corporation62886E112Equities766$29.0K<0.1%–
Raytheon Technologies Corp75513E105COM314$27.0K<0.1%–
CDK12508E105Equity596$25.0K<0.1%–
PGRProgressive CorpStock228$22.0K<0.1%History
iShares Tr464287291GLOBAL TECH ETF360$20.0K<0.1%–
CHWYChewy, Inc.CL A275$19.0K<0.1%History
PTGXProtagonist Therapeutics, IncCOMMON STOCK1,000$18.0K<0.1%History
UTLUnitil CorpCOM400$17.0K<0.1%History
PRUPrudential Financial IncStock144$16.0K<0.1%History
PFGPrincipal Financial Group IncCOM250$16.0K<0.1%History
WOLFWolfspeed, Inc.COM188$16.0K<0.1%History
NUENucor CorpCOM155$15.0K<0.1%History
PUKPrudential PLCADR340$14.0K<0.1%History
QVCGAOld QVC Group, Inc.COM SER A1,086$12.0K<0.1%History
TROWPrice T Rowe Group IncStock52$10.0K<0.1%History
Kraneshares Trust500767678GLOBAL CARB STRA220$10.0K<0.1%–
GHGuardant Health, Inc.COM84$10.0K<0.1%History
AMRSAmyris, Inc.COM NEW800$10.0K<0.1%History
PSAPublic StorageCOM28$8.00K<0.1%History
MNDTMandiant, Inc.COM434$8.00K<0.1%History
iShares Tr46434V514MSCI CHINA A200$8.00K<0.1%–
MNSTMonster Beverage CorpCOM78$6.00K<0.1%History
IONSIonis Pharmaceuticals IncCOM150$6.00K<0.1%History
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR968$6.00K<0.1%History
SVXYProShares Trust IISHT VIX ST TRM161$6.00K<0.1%History
Montes Archimedes Acquisitio612657106COM CL A506$5.00K<0.1%–
MYRGMyr Group Inc.COM38$4.00K<0.1%History
GRCGorman Rupp CoCOM110$4.00K<0.1%History
JHGJanus Henderson Group Ltd.ORD SHS100$4.00K<0.1%History
MSAMSA Safety IncCOM25$4.00K<0.1%History
PAGPenske Automotive Group, Inc.COM34$4.00K<0.1%History
AmerisourceBergen Corp03073E108Common Stock30$4.00K<0.1%–
FTNTFortinet, Inc.COM13$4.00K<0.1%History
WELLWelltower Inc.REIT33$3.00K<0.1%History
GVAGranite Construction IncCOM87$3.00K<0.1%History
WMKWeis Markets IncCOM57$3.00K<0.1%History
WEYSWeyco Group IncCOM119$3.00K<0.1%History
GABCGerman American Bancorp, Inc.Stock41$2.00K<0.1%History
RYRoyal Bank of CanadaStock20$2.00K<0.1%History
IVZInvesco Ltd.Stock110$2.00K<0.1%History
ELMDElectromed, Inc.Stock224$2.00K<0.1%History
NTAPNetApp, Inc.Stock32$2.00K<0.1%History
UTMDUtah Medical Products IncCOM21$2.00K<0.1%History
DIODDiodes IncCOM23$2.00K<0.1%History
AMCXAMC Global Media Inc.CL A32$2.00K<0.1%History
TNLTravel & Leisure Co.COM44$2.00K<0.1%History
RRyder System IncCOM30$2.00K<0.1%History
HUBSHubSpot IncCOM4$2.00K<0.1%History
MCRIMonarch Casino & Resort IncCOM28$2.00K<0.1%History
HWKNHawkins IncCOM49$2.00K<0.1%History
Invesco Exch Traded FD Tr II46138G706SOLAR ETF30$2.00K<0.1%–
PDDPDD Holdings Inc.SPONSORED ADS24$2.00K<0.1%History
UMCUnited Microelectronics CorpSPON ADR NEW141$2.00K<0.1%History
PENPenumbra IncCOM10$2.00K<0.1%History
RFRegions Financial CorpCOM78$2.00K<0.1%History
CSWCSW Industrials, Inc.COM13$2.00K<0.1%History
CFGCitizens Financial Group IncCOM52$2.00K<0.1%History
MHOM/I Homes, Inc.COM28$2.00K<0.1%History
UPWKUpwork, IncCOM40$2.00K<0.1%History
Hingham Instn SVGS Mass433323102COM5$2.00K<0.1%–
CRSRCorsair Gaming, Inc.COM102$2.00K<0.1%History
JOUTJohnson Outdoors IncCL A19$2.00K<0.1%History
MCSMarcus CorpCOM110$2.00K<0.1%History
PESIPerma Fix Environmental Services IncCOM NEW242$2.00K<0.1%History
WHGWestwood Holdings Group IncCOM70$2.00K<0.1%History
CITCit Group IncCOM NEW48$2.00K<0.1%History
CAJPYCanon IncSPONSORED ADR114$2.00K<0.1%History
Global X FDS37950E747GLBX MSCI NORW164$2.00K<0.1%–
IMGNImmunoGen, Inc.COM204$2.00K<0.1%History
KDMNKadmon Holdings, Inc.COM200$2.00K<0.1%History
REGIRenewable Energy Group, Inc.COM NEW31$2.00K<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR54$2.00K<0.1%History
SCSantander Consumer USA Holdings Inc.COM70$2.00K<0.1%History
SNVSynovus Financial CorpCOM NEW56$2.00K<0.1%History
Vectivbio Hldg AGH9060V101ORD SHS200$2.00K<0.1%–
HESHess CorpStock13$1.00K<0.1%History
ONBOld National BancorpStock65$1.00K<0.1%History
Vanguard Morningstar Growth ETF922908736ETF4$1.00K<0.1%–
KEKimball Electronics, Inc.Stock50$1.00K<0.1%History
POWLPowell Industries IncStock38$1.00K<0.1%History
NWPXNWPX Infrastructure, Inc.COM25$1.00K<0.1%History
MRTNMarten Transport LtdCOM86$1.00K<0.1%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR160$1.00K<0.1%History
COHUCohu IncCOM27$1.00K<0.1%History