BayBridge Capital Group, LLC

CIK: 0001898297SEC EDGAR →

Portfolio Value

$161.4M

Holdings

95

As of

Q4 2025

New Positions

13

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

260,844$26.1M
16.14%
2

VANGUARD INDEX FDS

27,518$9.2M
5.72%
3

ISHARES TR

88,665$7.3M
4.55%
4

SPDR INDEX SHS FDS

161,000$7.2M
4.43%
5

ISHARES TR

95,622$6.3M
3.91%
6

ISHARES TR

24,496$6.0M
3.74%
7

INVESCO QQQ TR

7,545$4.6M
2.87%
8

J P MORGAN EXCHANGE TRADED F

89,045$4.5M
2.79%
9

SPDR SERIES TRUST

161,180$4.1M
2.53%
10

NVIDIA CORPORATION

20,663$3.9M
2.39%

Quarterly Changes

Top Buys

AGG↑ Increased
$863K
ORCLNEW
$808K
IEI↑ Increased
$784K
JPST↑ Increased
$754K
TTENEW
$334K

Top Sells

OKLO↓ Decreased
$522K
CAT↓ Decreased
$405K
IEF↓ Decreased
$386K
ICLCLOSED
$343K
TTENCLOSED
$304K

New Positions (5)

$808K · 4K shares
$334K · 5K shares
$301K · 9K shares
$252K · 2K shares
$223K · 6K shares

Closed Positions (6)

$343K · 55K shares
$304K · 5K shares
$293K · 5K shares
$214K · 2K shares
$208K · 1K shares
$67K · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services31$92.5M57.4%
Technology18$22.2M13.8%
Consumer Cyclical9$11.8M7.3%
Unknown7$7.7M4.8%
Industrials5$7.1M4.4%
Communication Services5$5.8M3.6%
Consumer Defensive3$4.9M3.0%
Healthcare8$4.8M3.0%
Energy4$2.4M1.5%
Utilities4$1.6M1.0%
Basic Materials1$431K0.3%