Top 50 Eagle Bay Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc (AAPL) | 8.72% | 38.9K | $9.9M | -5.83%(-2.41K) | $164.33(+81.87%) | 2026-03-31 | |
| TSLA | Tesla Inc (TSLA) | 8.14% | 24.8K | $9.2M | +1.12%(+275) | $256.65(+73.49%) | 2026-03-31 | |
| DVY | iShares Select Dividend ETF (DVY) | 5.17% | 38.7K | $5.9M | +0.00%(+0) | $120.20(+26.49%) | 2026-03-31 | |
| CGNG | Capital Group New Geography (CCNG) | 4.22% | 151.7K | $4.8M | new | $31.75(+13.92%) | 2026-03-31 | |
| EVMO | Eaton Vance Mortgage Opportunities ETF (EVMO) | 2.88% | 64.7K | $3.3M | -1.46%(-958) | $50.73(-0.96%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF (IVV) | 2.78% | 4.8K | $3.2M | -17.95%(-1.05K) | $426.40(+74.89%) | 2026-03-31 | |
| MSFT | Microsoft Corp (MSFT) | 2.76% | 8.4K | $3.1M | -19.38%(-2.03K) | $282.35(+43.51%) | 2026-03-31 | |
| XOM | Exxon Mobil Corp (XOM) | 2.58% | 17.2K | $2.9M | -13.23%(-2.63K) | $63.38(+139.14%) | 2026-03-31 | |
| GOOG | Alphabet Inc (GOOG) | 2.26% | 8.9K | $2.6M | -0.57%(-51) | $133.32(+199.32%) | 2026-03-31 | |
| NVDA | Nvidia Corporation (NVDA) | 2.05% | 13.3K | $2.3M | +35.38%(+3.48K) | $67.69(+233.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.71% | +39.39% |
| Top 20 Holdings Unweighted | +12.23% | +41.35% |
Sign up free to track Eagle Bay Advisors LLC, compare funds side by side, and get alerts the moment positions change.