BayBridge Capital Group, LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$139.1B

Holdings

87

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
AGGISHARES TR
243,726$24.1B17.34%
2
VTIVANGUARD INDEX FDS
26,724$7.3B5.28%
3
SHYISHARES TR
84,499$7.0B5.03%
4
SPDWSPDR INDEX SHS FDS
180,877$6.6B4.74%
5
IJHISHARES TR
101,471$5.9B4.26%
6
IWMISHARES TR
26,309$5.2B3.77%
7
SJNKSPDR SER TR
150,375$3.8B2.72%
8
NDQINVESCO QQQ TR
7,995$3.7B2.70%
9
JPSTJ P MORGAN EXCHANGE TRADED F
62,609$3.2B2.28%
10
SPEMSPDR INDEX SHS FDS
66,674$2.6B1.89%
11
NVDANVIDIA CORPORATION
23,269$2.5B1.81%
12
GOOGLALPHABET INC
13,160$2.0B1.46%
13
MSFTMICROSOFT CORP
4,991$1.9B1.35%
14
PLTRPALANTIR TECHNOLOGIES INC
21,262$1.8B1.29%
15
COSTCOSTCO WHSL CORP NEW
1,829$1.7B1.24%
16
WMTWALMART INC
18,403$1.6B1.16%
17
MFCMANULIFE FINL CORP
51,052$1.6B1.14%
18
LNGCHENIERE ENERGY INC
6,864$1.6B1.14%
19
ABGCENCORA INC
5,691$1.6B1.14%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
2,953$1.6B1.13%
21
MMM3M CO
10,578$1.6B1.12%
22
JPMJPMORGAN CHASE & CO.
6,211$1.5B1.10%
23
METAMETA PLATFORMS INC
2,633$1.5B1.09%
24
TJXTJX COS INC NEW
12,419$1.5B1.09%
25
AMZNAMAZON COM INC
7,932$1.5B1.09%
26
7HPHP INC
54,367$1.5B1.08%
27
MDTMEDTRONIC PLC
16,751$1.5B1.08%
28
BACVERIZON COMMUNICATIONS INC
33,120$1.5B1.08%
29
EXPEEXPEDIA GROUP INC
8,914$1.5B1.08%
30
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,980$1.5B1.07%
31
BILSPDR SER TR
16,163$1.5B1.07%
32
CATCATERPILLAR INC
4,473$1.5B1.06%
33
AVGOBROADCOM INC
8,746$1.5B1.05%
34
GSGOLDMAN SACHS GROUP INC
2,673$1.5B1.05%
35
RTXRTX CORPORATION
11,000$1.5B1.05%
36
QCOMQUALCOMM INC
9,270$1.4B1.02%
37
SNYSANOFI
25,269$1.4B1.01%
38
ORLYOREILLY AUTOMOTIVE INC
977$1.4B1.01%
39
IEFISHARES TR
14,623$1.4B1.00%
40
WMWASTE MGMT INC DEL
5,966$1.4B0.99%
41
PFEPFIZER INC
53,150$1.3B0.97%
42
JMSTJ P MORGAN EXCHANGE TRADED F
25,121$1.3B0.92%
43
IBMINTERNATIONAL BUSINESS MACHS
5,130$1.3B0.92%
44
AAPLAPPLE INC
4,711$1.0B0.75%
45
SCZISHARES TR
15,151$962.6M0.69%
46
BNDVANGUARD BD INDEX FDS
11,744$862.6M0.62%
47
KOCOCA COLA CO
9,341$669.0M0.48%
48
TLTISHARES TR
7,006$637.8M0.46%
49
SHYGISHARES TR
14,159$602.0M0.43%
50
NUBDNUSHARES ETF TR
26,923$597.3M0.43%
51
SCHWSCHWAB CHARLES CORP
7,119$557.3M0.40%
52
PGPROCTER AND GAMBLE CO
3,241$552.4M0.40%
53
CSCOCISCO SYS INC
8,501$524.6M0.38%
54
HYBLSSGA ACTIVE TR
18,258$513.4M0.37%
55
TSLATESLA INC
1,949$505.1M0.36%
56
PANWPALO ALTO NETWORKS INC
2,880$491.4M0.35%
57
JBLJABIL INC
3,590$488.5M0.35%
58
MCKMCKESSON CORP
710$477.6M0.34%
59
FIXCOMFORT SYS USA INC
1,430$461.0M0.33%
60
HIGHARTFORD INSURANCE GROUP INC
3,687$456.2M0.33%
61
DUKDUKE ENERGY CORP NEW
3,555$433.5M0.31%
62
REEVEREST GROUP LTD
1,170$425.2M0.31%
63
MARMARRIOTT INTL INC NEW
1,776$423.0M0.30%
64
SNEXSTONEX GROUP INC
5,461$417.1M0.30%
65
FLEXFLEX LTD
11,165$369.3M0.27%
66
ASMLASML HOLDING N V
521$345.2M0.25%
67
CEGCONSTELLATION ENERGY CORP
1,670$336.7M0.24%
68
QBTSD-WAVE QUANTUM INC
43,122$327.7M0.24%
69
DYT1DYNEX CAP INC
24,473$318.6M0.23%
70
CSVCARRIAGE SVCS INC
7,935$307.5M0.22%
71
ICLICL GROUP LTD
54,183$304.3M0.22%
72
OKLOOKLO INC
13,840$299.4M0.22%
73
LEUCENTRUS ENERGY CORP
4,812$299.4M0.22%
74
MUMICRON TECHNOLOGY INC
3,176$276.0M0.20%
75
FNFFIDELITY NATIONAL FINANCIAL
4,072$265.0M0.19%
76
VSTVISTRA CORP
2,246$263.8M0.19%
77
WSMWILLIAMS SONOMA INC
1,602$253.3M0.18%
78
MRSHMARSH & MCLENNAN COS INC
1,030$251.2M0.18%
79
MFGMIZUHO FINANCIAL GROUP INC
45,373$250.0M0.18%
80
WMBWILLIAMS COS INC
4,126$246.6M0.18%
81
AXPAMERICAN EXPRESS CO
889$239.3M0.17%
82
TTENTOTALENERGIES SE
3,676$237.8M0.17%
83
MLB1MERCADOLIBRE INC
116$226.3M0.16%
84
NFLXNETFLIX INC
234$218.2M0.16%
85
ESGDISHARES TR
2,566$209.6M0.15%
86
MAMASTERCARD INCORPORATED
370$203.0M0.15%
87
TELFYTELEFONICA S A
27,971$130.3M0.09%