Arkolith/Funds/Bayshore Capital Advisors, LLC

Bayshore Capital Advisors, LLC

CIK 1598176
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Bayshore Capital Advisors, LLC holds a concentrated book of 42 reported positions worth $214.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Vaneck Real Assets ETF and trimmed USA Rare Earth Inc. Their largest long position is USA Rare Earth Inc at 45% of the reported non-option book. Cloning the disclosed picks since 2026 would be -9% (-14.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
-9.2%
-14.9%/yr · since Feb '26
Their reported book
+25.0%
held from quarter-end
S&P 500
+13.3%
same window
$8K$9K$10K$12K$13KFeb '26Mar '26May '26Jun '26Jul '26Sep '26
Bayshore Capital Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +25.0%, a 34.2-point gap that is the cost of the ~22-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Bayshore Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
85%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

69% mapped to company sectors

Materials
45%
Financials
23%
ETFs / funds
23%
No sector on file yet
8%

+3 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bayshore Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
9823 Capital, L.P.6 / 42$125.1M
Hoffman, Alan N Investment Management5 / 42$132.5M
Copos Capital B.V.7 / 42$521.5M
Marest Capital, LLC5 / 42$139.8M
Wallace Hart LLC6 / 42$111.0M
XP Advisory US, Inc.6 / 42$121.9M
Trust Asset Management LLC5 / 42$1.0B
Sloy Dahl & Holst, LLC7 / 42$510.8M

Ranked by the share of each fund's own book sitting in the names it shares with Bayshore Capital Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

42 positions
#SecurityValueShares% PortLast moveHistory
1USA Rare Earth Inc
COM
$95.8M4.44M
44.7%
−49%
Reduced · −4.3M sh
2SPDR Gold TR
GOLD SHS
$27.7M75.1K
12.9%
+19%
Added · +12K sh
3Vaneck ETF Trust
REAL ASSETS ETF
$12.8M323.1K
6.0%
New
New position
4Fidelity Wise Origin Bitcoin
SHS
$8.6M167.5K
4.0%
+307%
Added · +126K sh
5Ishares Bitcoin Trust ETF
SHS BEN INT
$7.6M227.9K
3.5%
−18%
Reduced · −51K sh
6Ishares TR
RUS 1000 ETF
$7.6M18.5K
3.5%
+16%
Added · +3K sh
7Blue Owl Technology Fin Corp
COMMON STOCK
$6.1M590.9K
2.9%
+46%
Added · +187K sh
8Global X FDS
GLOBAL X COPPER
$5.8M74.9K
2.7%
+358%
Added · +59K sh
9Blue Owl Capital Corporation
COM
$5.1M467.5K
2.4%
+20%
Added · +78K sh
10Galaxy Digital Inc.
CL A
$4.3M156.7K
2.0%
Held
11Global X FDS
GLOBAL X URANIUM
$4.1M93.0K
1.9%
New
New position
12Vanguard World FD
INF TECH ETF
$2.7M22.4K
1.2%
+700%
Added · +20K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$2.4M3.2K
1.1%
Held
14Golub Cap BDC Inc
COM
$1.9M144.9K
0.9%
+142%
Added · +85K sh
15Vaneck ETF Trust
URANI NUCLE ETF
$1.5M12.9K
0.7%
+44%
Added · +4K sh
16Blackstone Secd Lending FD
COMMON STOCK
$1.4M60.9K
0.7%
+144%
Added · +36K sh
17Ishares Silver TR
ISHARES
$1.4M25.8K
0.6%
Held
18Invesco QQQ TR
UNIT SER 1
$1.3M1.8K
0.6%
Held
19Capital Southwest Corp
COM
$1.1M48.3K
0.5%
+136%
Added · +28K sh
20Goldman Sachs ETF TR
S&P 500 PREMIUM
$1.1M20.0K
0.5%
New
New position
21Sprott ETF Trust
GOLD MINERS ETF
$1.0M16.4K
0.5%
Held
22Midcap Financial Invstmnt Co
COM NEW
$984K97.6K
0.5%
+144%
Added · +58K sh
23Ishares TR
RUSSELL 3000 ETF
$981K2.3K
0.5%
Held
24Goldman Sachs ETF TR
NASDA 100 ETF
$860K14.5K
0.4%
New
New position
25Fidelity Covington Trust
MSCI INDL INDX
$843K8.5K
0.4%
Held
26Ishares TR
7-10 YR TRSY BD
$821K8.7K
0.4%
−3.3%
Reduced · −301 sh
27Tesla Inc
COM
$803K1.9K
0.4%
Held
28Fidelity Covington Trust
MSCI CONSM DIS
$797K7.8K
0.4%
Held
29Microsoft Corp
COM
$794K2.1K
0.4%
Held
30Ishares TR
CORE US AGGBD ET
$775K7.8K
0.4%
Held
31Fidelity Covington Trust
MSCI FINLS IDX
$736K9.6K
0.3%
Held
32FS KKR Cap Corp
COM
$735K70.0K
0.3%
+141%
Added · +41K sh
33Fidelity Covington Trust
MSCI HLTH CARE I
$618K8.0K
0.3%
+67%
Added · +3K sh
34Fidelity Covington Trust
MSCI COMMNTN SVC
$565K8.1K
0.3%
Held
35Vanguard World FD
CONSUM STP ETF
$483K2.1K
0.2%
New
New position
36Ishares TR
TRUST ISHARE 0-1
$442K4.0K
0.2%
−10.0%
Reduced · −444 sh
37Energy Fuels Inc
COM NEW
$419K28.9K
0.2%
Held
38Vanguard World FD
ENERGY ETF
$379K2.5K
0.2%
Held
39Sprott Asset Management LP
PHYSICAL PLATINU
$334K26.8K
0.2%
Held
40Ishares TR
ISHS 1-5YR INVS
$281K5.4K
0.1%
Held
41Apple Inc
COM
$236K815
0.1%
Held
42Amazon Com Inc
COM
$209K878
0.1%
New
New position
Showing all 42 positions
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Filing history

As-of date vs the date the SEC received each filing

$237.0M · Q1 2026Q4 2025 · $200.2MQ2 2026 · $214.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202622d42$214.2M13F-HR
Q1 2026Mar 31, 2026Apr 14, 202614d41$237.0M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d34$200.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.