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Eagle Bay Advisors LLC

SEC CIK
0001862864
Latest filing
Aug 3, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 13, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
1,001
−364 vs. Q3 2024
Portfolio value
$159.0M
−$102.1M (−39.1%) vs. Q3 2024
Filed
Jan 13, 2025
SEC
Holdings of Eagle Bay Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock51,633$12.9M8.1%−7,085−12.1%ReducedHistory
TSLATesla, Inc.Stock28,476$11.5M7.2%−265−0.9%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF208,466$9.97M6.3%−9,381−4.3%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF132,520$5.84M3.7%−1,269−0.9%Reduced–
MSFTMicrosoft CorpStock12,748$5.37M3.4%−867−6.4%ReducedHistory
iShares Select Dividend ETF464287168ETF38,710$5.08M3.2%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF8,178$4.81M3.0%−1,811−18.1%Reduced–
UBERUber Technologies, IncStock51,077$3.08M1.9%−1,898−3.6%ReducedHistory
GBDCGolub Capital BDC, Inc.COM183,602$2.78M1.8%+82,787+82.1%AddedHistory
iShares Tr464287622RUS 1000 ETF7,198$2.32M1.5%−320−4.3%Reduced–
XOMExxonMobil Holdings CorpCOM19,876$2.14M1.3%−106−0.5%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD26,711$2.08M1.3%−1,489−5.3%Reduced–
AMZNAmazon Com IncStock9,323$2.05M1.3%−8,374−47.3%ReducedHistory
Schwab US Tips ETF808524870ETF78,238$2.02M1.3%−55,144−41.3%ReducedConverted for a 2-for-1 split–
GOOGLAlphabet Inc.Stock10,598$2.01M1.3%−826−7.2%ReducedHistory
ARCCAres Capital CorpCEF87,981$1.93M1.2%+39,806+82.6%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY17,491$1.75M1.1%+757+4.5%Added–
ABBVAbbVie Inc.Stock9,515$1.69M1.1%−206−2.1%ReducedHistory
GOOGAlphabet Inc.Stock8,369$1.59M1.0%−567−6.3%ReducedHistory
NVDANVIDIA CorpStock10,481$1.41M0.9%−2,646−20.2%ReducedHistory
Fidelity Covington Trust316092857MSCI RL EST ETF52,018$1.41M0.9%−14,655−22.0%Reduced–
BRZEBraze, Inc.Stock32,616$1.37M0.9%−1,001−3.0%ReducedHistory
JPMJPMorgan Chase & CoStock5,478$1.31M0.8%−750−12.0%ReducedHistory
Vanguard S&P 500 ETF922908363ETF2,385$1.29M0.8%+10+0.4%Added–
ADPAutomatic Data Processing IncStock4,309$1.27M0.8%−20−0.5%ReducedHistory
Vanguard Scottsdale FDS92206C565TOTAL WLD BD ETF17,624$1.20M0.8%+17,624New–
KOCoca Cola CoStock17,913$1.12M0.7%−5,058−22.0%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock5,736$1.11M0.7%−10.0%ReducedHistory
iShares Tr464288257MSCI ACWI ETF9,193$1.08M0.7%+9,193New–
BRK.BBerkshire Hathaway IncStock2,274$1.03M0.6%−132−5.5%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,753$1.03M0.6%+868+98.1%AddedHistory
ABTAbbott LaboratoriesStock9,091$1.03M0.6%−98−1.1%ReducedHistory
ADBEAdobe Inc.Stock1,962$872.5K0.5%−85−4.2%ReducedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF7,177$821.6K0.5%+3,219+81.3%Added–
WMTWalmart Inc.Stock8,479$767.9K0.5%−885−9.5%ReducedHistory
IBMInternational Business Machines CorpStock3,356$737.7K0.5%−89−2.6%ReducedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF18,522$732.7K0.5%−6,743−26.7%Reduced–
MRKMerck & Co., Inc.Stock7,085$710.4K0.4%−143−2.0%ReducedHistory
HDHome Depot, Inc.Stock1,820$707.9K0.4%−140−7.1%ReducedHistory
BRK.ABerkshire Hathaway IncCL A1$680.9K0.4%00.0%UnchangedHistory
CMCSAComcast CorpStock17,935$673.1K0.4%−7,734−30.1%ReducedHistory
JNJJohnson & JohnsonStock4,634$670.2K0.4%−408−8.1%ReducedHistory
APHAmphenol CorpCL A9,596$668.0K0.4%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF1,589$652.0K0.4%+65+4.3%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF2,445$645.8K0.4%00.0%Unchanged–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF5,761$619.9K0.4%00.0%Unchanged–
MCDMcDonalds CorpStock2,113$612.4K0.4%−127−5.7%ReducedHistory
SONSonoco Products CoCOM12,446$608.0K0.4%−154−1.2%ReducedHistory
SPDR Series Trust78468R523ST STR BL 12 ETF5,939$588.8K0.4%−36,926−86.1%Reduced–
VVisa Inc.Stock1,731$547.0K0.3%−227−11.6%ReducedHistory
LLYEli Lilly & CoStock706$544.8K0.3%−78−9.9%ReducedHistory
AVGOBroadcom Inc.Stock2,293$531.6K0.3%−288−11.2%ReducedHistory
CNICanadian National Railway CoStock5,117$519.4K0.3%−2,000−28.1%ReducedHistory
ACLSAxcelis Technologies IncStock7,310$510.8K0.3%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF1,270$510.0K0.3%00.0%Unchanged–
METAMeta Platforms, Inc.Stock858$502.4K0.3%−215−20.0%ReducedHistory
APDAir Products & Chemicals, Inc.Stock1,711$496.3K0.3%−17−1.0%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF7,865$490.1K0.3%+7,735+5,950.0%Added–
UNHUnitedHealth Group IncStock941$476.3K0.3%−152−13.9%ReducedHistory
ProShares Tr74348A467S&P 500 DV ARIST4,768$474.7K0.3%00.0%Unchanged–
BRBroadridge Financial Solutions, Inc.Stock1,992$452.1K0.3%+338+20.4%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF6,913$440.7K0.3%00.0%Unchanged–
Vanguard High Dividend Yield Index ETF921946406ETF3,407$434.7K0.3%00.0%Unchanged–
ORCLOracle CorpStock2,525$420.7K0.3%+38+1.5%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,503$404.9K0.3%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF1,388$399.5K0.3%00.0%Unchanged–
COSTCostco Wholesale CorpStock423$387.2K0.2%−68−13.8%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX7,950$384.9K0.2%00.0%Unchanged–
ACNAccenture plcStock1,053$370.4K0.2%−33−3.0%ReducedHistory
BMYBristol Myers Squibb CoStock6,518$368.6K0.2%−199−3.0%ReducedHistory
iShares Tr46429B655FLTG RATE NT ETF7,204$366.5K0.2%−1,200−14.3%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF1,520$365.2K0.2%−64−4.0%Reduced–
PHParker-Hannifin CorpStock571$363.2K0.2%+2+0.4%AddedHistory
MTBM&T Bank CorpCOM1,866$350.8K0.2%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,301$335.8K0.2%00.0%Unchanged–
ULUnilever PLCSPON ADR NEW5,695$322.9K0.2%+80+1.4%AddedHistory
PCARPaccar IncCOM2,855$305.5K0.2%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR3,586$304.1K0.2%00.0%UnchangedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP4,623$302.0K0.2%00.0%Unchanged–
AXPAmerican Express CoStock1,013$300.6K0.2%−607−37.5%ReducedHistory
PMPhilip Morris International Inc.Stock2,354$286.5K0.2%−163−6.5%ReducedHistory
GSGoldman Sachs Group IncStock500$286.3K0.2%−130−20.6%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,133$284.9K0.2%00.0%Unchanged–
PGProcter & Gamble CoStock1,688$283.0K0.2%−329−16.3%ReducedHistory
SYKStryker CorpStock777$280.3K0.2%−1−0.1%ReducedHistory
NEENextera Energy IncStock3,909$280.2K0.2%+99+2.6%AddedHistory
NFLXNetflix IncStock310$276.4K0.2%−58−15.8%ReducedHistory
WMBWilliams Companies, Inc.COM5,076$274.7K0.2%+445+9.6%AddedHistory
IGMSIGM Biosciences, Inc.COM44,635$272.7K0.2%00.0%UnchangedHistory
VZVerizon Communications IncStock6,800$271.9K0.2%−1,568−18.7%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF2,980$268.4K0.2%00.0%Unchanged–
AMGNAmgen IncStock1,011$263.5K0.2%−213−17.4%ReducedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,942$262.9K0.2%−21−1.1%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF2,600$261.6K0.2%−1,400−35.0%Reduced–
ZBRAZebra Technologies CorpCL A664$256.4K0.2%+109+19.6%AddedHistory
MMM3M CoStock1,962$253.2K0.2%−397−16.8%ReducedHistory
GEGeneral Electric CoStock1,473$246.1K0.2%−128−8.0%ReducedHistory
QCOMQualcomm IncStock1,570$241.1K0.2%−212−11.9%ReducedHistory
BXBlackstone Inc.COM1,384$238.6K0.2%−172−11.1%ReducedHistory
EMREmerson Electric CoStock1,907$236.3K0.1%−215−10.1%ReducedHistory

Sold out since Q3 2024 (414)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 414 by value last quarter.

Positions of Eagle Bay Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
Loomis Sayles Invmt Gde BD FD CL Y N/L - Natixis Adv543487136Mutual Fund (Open End) - No Load939,657$9.53M3.6%–
Lazard Global Infra Inst52106N459Com516,041$8.40M3.2%–
Baird Intermediate Bond Inv057071706equities646,764$7.18M2.7%–
Lord Abbett Inflation Focused I54400U502Equities467,717$5.49M2.1%–
Mainstay Mackay US Infrastructure BD I56062X609Equities552,378$4.29M1.6%–
GS Core Bond Fund38141W810FIXED377,214$3.56M1.4%–
PIMCO International Bond (Usd-HDG) I-372202E435Municipal Bonds352,820$3.53M1.4%–
Catalyst/Millburn Hedge Strategy I62827P816Equities81,457$3.10M1.2%–
Guggenheim Macro Oppty40168W582FIXED119,439$2.97M1.1%–
JPMorgan Strategic Income Opportunities FD CL I N/L4812A4351Mutual Fund (Open End) - No Load201,653$2.30M0.9%–
Guggenheim Ultra Short Duration Instl40169J523Mutual Funds205,870$2.06M0.8%–
Harding Loevner Intl Small Coms Instl412295875EQUITY FUNDS104,817$1.97M0.8%–
Pershing Square HoldingsG7016V101ADR39,468$1.87M0.7%–
Blackstone Real Estate Income Tr CL I09259K401Common Stock127,246$1.79M0.7%–
MainStay MacKay Short-Term Municipal I (MSTIX)56063J138Mutual Fund168,967$1.58M0.6%–
Aristotle Short Duration Income I-204045F741Equities148,651$1.53M0.6%–
Stepstone Private Market21255V406CLOSED END MUTL FUND26,610$1.45M0.6%–
Cim12599D335NON-LIQ FUNDS-A1,369,179$1.37M0.5%–
Carlyle AlpInvest Private Markets14308H201REIT102,220$1.33M0.5%–
Templeton Global Bond Adv880208400Equities177,298$1.32M0.5%–
Pgim Short Duration High Yield Income Fund CL Z N/L74442J307Mutual Fund (Open End) - No Load147,927$1.26M0.5%–
Fidelity Tax Free Bond Fund316128503COM102,533$1.14M0.4%–
Related Opportunity Zone LP75899W758Stock1,105,680$1.11M0.4%–
Aristotle Small Cap Equity FD CL I-204045F337Mutual Funds67,088$1.06M0.4%–
Eaton Vance Emrging Mkts Fd27827V402COM102,167$810.2K0.3%–
Vanguard Mass High GR92204X108MUTUAL69,212$715.0K0.3%–
Advisors Inner Circle FD0075W0759COM12,942$660.6K0.3%–
Ares Industrial Real Estate In091863407RE51,928$654.9K0.3%–
Fidelity Spartan Inter Muni In31638R204COM63,491$649.5K0.2%–
SCIService Corp InternationalCOM8,000$631.4K0.2%History
Ares Strategic Income Fund (ASIF)04020E404CLOSED END MUTL FUND21,861$599.2K0.2%–
Hines Global Income Trust (ZHGITX)433243607REIT55,351$554.6K0.2%–
Virtus Kar Small-Cap Core I92828N528EQUITY FUNDS8,787$524.2K0.2%–
Fidelity New York Municipal Income (FTFMX)316337203Mutual Fund38,730$486.1K0.2%–
Robinson Tax Advant Inc-Inst46141Q303Fund of Funds49,426$452.7K0.2%–
JPMorgan Hedged Equity 346645V329JHQTX21,818$416.3K0.2%–
Columbia Fds Ser Tr II SLG Tec19766H429EQ FDS3,000$393.9K0.2%–
Federated Prime Cash Ob Funds60934N625COM385,993$386.0K0.1%–
Nestle SA ADR641069406COM3,621$364.5K0.1%–
CAIS Ares Senior Direct Lending II LP12499D039Stock359,234$359.2K0.1%–
Franklin Rising Dividend-A353825102ETF3,508$351.1K0.1%–
Federated Hermes (TBIXX)60934N401Mutual Fund337,377$337.4K0.1%–
American FD Growth FD Of399874106COM3,564$276.6K0.1%–
BIDUBaidu, Inc.ADR2,500$263.2K0.1%History
William Blair Emerg MKTS SM CP GR I969251859Equities11,874$258.1K0.1%–
Fidelity Massachusetts Municipal Income (FDMMX)315902205Mutual Fund20,863$241.2K0.1%–
Rowe T Price Blue Chip Growth77954Q106MF1,240$237.4K0.1%–
JPM.PMJPMorgan Chase & CoPreferred9,900$209.4K0.1%History
Stonepeak Infrastructure Fund IV LP32699J701Stock208,483$208.5K0.1%–
John Hancock Diversified Macro FD I47803N513Com21,753$198.6K0.1%–
Harris Assoc Invt Tr Oakmark G413838830Mutual Fund5,236$183.3K0.1%–
Ruffer Investment Co (RUFIF)G7724B108Preferred Stock47,340$178.5K0.1%–
TGOPF3i GROUP PLCCommon Stock3,700$164.0K0.1%History
AZNAstraZeneca PLCADR1,001$155.6K0.1%History
RYDAFShell plcCOM4,683$152.3K0.1%History
Vanguard Dividend Growth921908604DIV GRW FD3,531$147.6K0.1%–
Fidelity Advisor Value Strategies Fund (FSOAX)315920868Mutual Fund2,807$138.3K0.1%–
Siemens A G Sponsored ADR826197501COM1,353$136.7K0.1%–
Lazard International Equity Instl52106N400Com6,971$128.9K<0.1%–
Oakmark Equity Invs413838400mf3,359$121.6K<0.1%–
Fidelity New Jersey Municipal Income Fund (FNJHX)316089200Mutual Fund10,237$120.3K<0.1%–
Unilever PLCG92087165COM1,800$116.8K<0.1%–
Michelin Compagnie59410T106ADR5,550$112.7K<0.1%–
Goldman Sachs Core Fixed Income Fund (GCFIX)38142B419Mutual Fund11,954$112.4K<0.1%–
Parnassus Core Eqty Fd Inv701769101MF1,685$109.6K<0.1%–
HBCYFHSBC Holdings PLCStock12,190$109.4K<0.1%History
NH Portfolio 2039 (Fidelity Index)NHX203903Mutual Fund6,723$103.7K<0.1%–
ECF Value Fund278996632Stock102,851$102.9K<0.1%–
Fidelity Cal Ltd TRM T/F BD316061852FIXED9,730$101.6K<0.1%–
Virtus Newfleet Multi Sector Short Term Bond FD CL I N/L92828R610Mutual Fund (Open End) - No Load22,219$101.5K<0.1%–
Brown Advisory - Beutel Goodman Large-Cap Value Fund (BVALX)115233421Mutual Fund6,074$101.3K<0.1%–
NH Portfolio 2042 ((fidelity Blend))NHB204228Mutual Fund6,686$95.8K<0.1%–
Dfa Dimensional Funds233203371COM5,458$91.8K<0.1%–
Eaton Vance SHRT Dur Gov-I277923561COM12,118$88.7K<0.1%–
Mainstay Mackay Tax Free Bond Fund CL I N/L56063N709ETF9,133$86.9K<0.1%–
Nuveen Inter Dur Muni Bd-R67065Q400COM9,692$86.9K<0.1%–
Anglo American PLC ADR03485P300ADR5,275$86.6K<0.1%–
REGNRegeneron Pharmaceuticals, Inc.COM80$84.1K<0.1%History
JPMorgan Core Plus4812C0845MF10,846$80.5K<0.1%–
Fidelity Advisor Equity Income Fund (FEIAX)315808402Mutual Fund2,214$79.1K<0.1%–
WTB Financial Corp929334209CLB250$73.8K<0.1%–
Goldman Sachs Large Cap Growth Insights Fund (GLCTX)38145N592Mutual Fund2,299$73.2K<0.1%–
Fidelity Adv Strategic Income FD CL I315920801MF5,747$68.0K<0.1%–
Agility Multi-Asset00899D931REIT81$66.9K<0.1%–
Investment Managers Ser Tr461418444Com2,548$66.9K<0.1%–
balanced pool808516306MUTUAL FUND770$66.6K<0.1%–
BPAQFBP PLCStock12,070$63.4K<0.1%History
RLXXFRELX PLCUNLSTD FOREIGN ORDRY1,340$63.1K<0.1%History
GLAXFGSK plcFOREIGN3,060$62.2K<0.1%History
Brown Advisory Sustainable Growth Fund (BAWAX)115233405Mutual Fund1,113$59.4K<0.1%–
DTEGYDeutsche Telekom AGCOM2,000$58.9K<0.1%History
Randstad NV (RAND:NL)N7291Y137Stock1,176$58.5K<0.1%–
MA International Index PortfolioMAXFIIX92Mutual Fund3,008$57.9K<0.1%–
Invesco Amer Franchise FD-A00142J578FD2,034$57.7K<0.1%–
Growth Pool808516207Equities797$56.6K<0.1%–
Calvin B Taylor Bankshares, Inc (TYCB)876838103Stock1,182$56.1K<0.1%–
MA Fidelity 500 Index PortfolioMAFSMKX94Mutual Fund976$56.1K<0.1%–
Wing Tai Holdings Ltd (WTHEF)V97973107Stock53,000$55.8K<0.1%–
BTAFFBritish American Tobacco p.l.c.COM1,490$55.6K<0.1%History
Westwood Broadmark Tactical Growth Fund (FTGWX)90386K753Mutual Fund2,011$54.8K<0.1%–