BayBridge Capital Group, LLC holds a focused book of 96 stocks worth $191.9M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Royal Bank Of Canada and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is Ishares Core U.S. Aggregate at 17% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1898297/holdings"
Use Arkolith to show BayBridge Capital Group, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +11.7%, a 2.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning BayBridge Capital Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BayBridge Capital Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $509.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $134.8B |
| UBS Group AG | 80 / 80 | $131.9B |
| LPL Financial LLC | 80 / 80 | $63.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.5B |
| CWM, LLC | 80 / 80 | $6.6B |
| Farther Finance Advisors, LLC | 80 / 80 | $1.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $330.0B |
Ranked by how many of BayBridge Capital Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $32.4M | 327.0K | 16.9% | ▲+25% Added · +66K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $11.3M | 30.6K | 5.9% | ▲+11% Added · +3K sh | |
| 3 | Ishares TR 1 3 YR TREAS BD | $9.3M | 112.8K | 4.8% | ▲+27% Added · +24K sh | |
| 4 | Ishares TR RUSSELL 2000 ETF | $8.3M | 27.7K | 4.3% | ▲+13% Added · +3K sh | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $8.1M | 160.9K | 4.2% | ▼~0% Reduced · −64 sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $7.8M | 100.6K | 4.0% | ▲+5.2% Added · +5K sh | |
| 7 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $6.1M | 119.8K | 3.2% | ▲+35% Added · +31K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $5.7M | 7.7K | 3.0% | ▲+2.5% Added · +185 sh | |
| 9 | SPDR Series Trust ST TERM HIGH ETF | $4.9M | 196.7K | 2.6% | ▲+22% Added · +36K sh | |
| 10 | Nvidia Corporation COM | $3.9M | 19.3K | 2.0% | ▼−6.8% Reduced · −1K sh | |
| 11 | Ishares TR 3 7 YR TREAS BD | $3.6M | 30.9K | 1.9% | ▲+95% Added · +15K sh | |
| 12 | Alphabet Inc CAP STK CL A | $3.5M | 9.8K | 1.8% | ▼−5.5% Reduced · −568 sh | |
| 13 | Caterpillar Inc COM | $3.5M | 3.3K | 1.8% | ▼−25% Reduced · −1K sh | |
| 14 | SPDR Index SHS FDS ST PORT MARK ETF | $3.4M | 66.6K | 1.8% | ▲+7.4% Added · +5K sh | |
| 15 | Amazon Com Inc COM | $2.8M | 11.9K | 1.5% | ▲+12% Added · +1K sh | |
| 16 | Broadcom Inc COM | $2.3M | 6.2K | 1.2% | ▼−5.2% Reduced · −339 sh | |
| 17 | Goldman Sachs Group Inc COM | $2.2M | 2.2K | 1.2% | ▼−5.8% Reduced · −136 sh | |
| 18 | Manulife Finl Corp COM | $2.2M | 53.5K | 1.1% | ▲+2.5% Added · +1K sh | |
| 19 | ASML Hldg NV N Y REGISTRY SHS | $2.1M | 1.0K | 1.1% | ▲+155% Added · +631 sh | |
| 20 | JPMorgan Chase & Co COM | $2.0M | 6.2K | 1.1% | ▲+7.9% Added · +455 sh | |
| 21 | Microsoft Corp COM | $2.0M | 5.3K | 1.0% | ▲+28% Added · +1K sh | |
| 22 | Walmart Inc COM | $1.9M | 17.0K | 1.0% | ▼−4.8% Reduced · −861 sh | |
| 23 | 3M Co COM | $1.9M | 11.7K | 1.0% | ▲+11% Added · +1K sh | |
| 24 | SPDR Series Trust ST STR BLO 1 ETF | $1.9M | 20.6K | 1.0% | ▼−0.2% Reduced · −40 sh | |
| 25 | International Business Machs COM | $1.9M | 6.7K | 1.0% | ▲+10% Added · +614 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.8K | 1.0% | ▲+18% Added · +575 sh | |
| 27 | TJX Cos Inc New COM | $1.8M | 12.2K | 1.0% | ▲+1.1% Added · +136 sh | |
| 28 | Cencora Inc COM | $1.8M | 6.2K | 0.9% | ▲+25% Added · +1K sh | |
| 29 | Cisco Sys Inc COM | $1.7M | 14.6K | 0.9% | ▼−24% Reduced · −5K sh | |
| 30 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 0.9% | ▲+4.8% Added · +83 sh | |
| 31 | Coca Cola Co COM | $1.7M | 21.0K | 0.9% | ▲+5.5% Added · +1K sh | |
| 32 | Palantir Technologies Inc CL A | $1.7M | 14.4K | 0.9% | ▲+58% Added · +5K sh | |
| 33 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.7M | 3.5K | 0.9% | ▼−46% Reduced · −3K sh | |
| 34 | Johnson & Johnson COM | $1.6M | 6.3K | 0.8% | ▼−0.4% Reduced · −23 sh | |
| 35 | Medtronic PLC SHS | $1.6M | 20.4K | 0.8% | ▲+18% Added · +3K sh | |
| 36 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.6M | 31.1K | 0.8% | —Held | |
| 37 | Schwab Charles Corp COM | $1.5M | 16.7K | 0.8% | ▲+212% Added · +11K sh | |
| 38 | Verizon Communications Inc COM | $1.5M | 34.8K | 0.8% | ▲+2.0% Added · +696 sh | |
| 39 | McKesson Corp COM | $1.5M | 1.9K | 0.8% | ▲+268% Added · +1K sh | |
| 40 | Hartford Insurance Group Inc COM | $1.4M | 10.6K | 0.7% | ▲+251% Added · +8K sh | |
| 41 | Apple Inc COM | $1.4M | 4.8K | 0.7% | ▲+1.7% Added · +81 sh | |
| 42 | Oracle Corp COM | $1.3M | 8.9K | 0.7% | ▲+114% Added · +5K sh | |
| 43 | Ishares TR EAFE SML CP ETF | $1.1M | 13.6K | 0.6% | ▲+3.4% Added · +444 sh | |
| 44 | Waste Mgmt Inc Del COM | $1.1M | 5.0K | 0.6% | ▼−6.2% Reduced · −330 sh | |
| 45 | Totalenergies SE ACT | $1.1M | 14.2K | 0.6% | ▲+177% Added · +9K sh | |
| 46 | Expedia Group Inc COM NEW | $1.1M | 4.2K | 0.6% | ▼−27% Reduced · −2K sh | |
| 47 | Palo Alto Networks Inc COM | $1.1M | 3.1K | 0.5% | ▲+13% Added · +364 sh | |
| 48 | Micron Technology Inc COM | $985K | 853 | 0.5% | ▼−57% Reduced · −1K sh | |
| 49 | Intel Corp COM | $757K | 5.4K | 0.4% | ▼−11% Reduced · −642 sh | |
| 50 | Nushares ETF TR NUVEEN ESG US | $749K | 33.8K | 0.4% | ▲+9.1% Added · +3K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.