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Bay Capital Advisors - Q2 2026 13F Filings

BA

Bay Capital Advisors, LLC

CIK: 0002055414
Address: Virginia Virginia Beach 582 Lynnhaven Parkway Suite 302
$186.55 M
Portfolio Value
108
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IWF Ishares Russell 1000 Growth Etf
+$8.59 M
2. BIV Vanguard Intermediate-Term Bond Etf
+$1.15 M
3. SPLG Spdr Portfolio S&P 500 Etf
+$1.01 M
4. VUG Vanguard Growth Etf
+$808,607.16
5. QQQ Invesco Qqq Trust Series I
+$729,783.84

Top Sells

Q2 2026
1. LDOS Leidos Holdings
−$249,921
2. URI United Rentals
−$241,305.43
3. Nuveen S&P 500 Dynam Overwr
−$239,909
4. XLK Technology Select Sector Spdr Fund
−$178,705.04
5. VTV Vanguard Value Etf
−$150,159.19

Asset Allocation

Stocks/ETFs
+14.98%
$186.55 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bay Capital Advisors Q2 2026 Filing Summary

Bay Capital Advisors, LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 186.55 M reflecting a +14.98% change from the prior quarter, spanning 108 assets. The top 10 holdings comprised 57.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bay Capital Advisors’s Q2 2026 Filing

Bay Capital Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bay Capital Advisors reported a managed portfolio value of 186.55 M, consisting of 108 individual positions.

This page displays the raw filing documents. To see which stocks Bay Capital Advisors bought or sold during Q2 2026, please visit Bay Capital Advisors's Portfolio Analysis page.