Bayshore Asset Management, LLC
Bayshore Asset Management, LLC reported 52 holdings worth US$280M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Bayshore Asset Management, LLC reported 52 holdings worth US$280M as of Jun 30, 2026. Largest: Palo Alto Networks, Inc., Apple Inc and Meta Platforms, Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$280M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Palo Alto Networks, Inc. | 7,434 | US$2.54M | 0.91% |
| Apple Inc | 5,998 | US$1.74M | 0.62% |
| Meta Platforms, Inc. | 2,611 | US$1.47M | 0.53% |
| Amazon.com, Inc. | 5,878 | US$1.4M | 0.50% |
| Microsoft Corp. | 3,749 | US$1.4M | 0.50% |
| Nvidia Corporation | 5,310 | US$1.06M | 0.38% |
| Nextera Energy, Inc. | 6,694 | US$588K | 0.21% |
| Dominion Energy, Inc. | 8,324 | US$568K | 0.20% |
| Humana Inc. | 1,393 | US$553K | 0.20% |
| Broadcom Inc. | 1,279 | US$483K | 0.17% |
| Alliant Energy Corporation | 4,948 | US$377K | 0.13% |
| Automatic Data Processing, Inc. | 1,550 | US$347K | 0.12% |
| Radian Group Inc. | 8,050 | US$303K | 0.11% |
| Johnson & Johnson | 1,183 | US$300K | 0.11% |
| Abbvie Inc. | 1,186 | US$298K | 0.11% |
| Mccormick & Company, Incorporated | 5,000 | US$252K | 0.09% |
| Exxon Mobil Corporation | 1,756 | US$240K | 0.09% |
| Jp Morgan Chase & Co. | 698 | US$228K | 0.08% |
| Walmart Inc. | 1,904 | US$216K | 0.08% |