BayBridge Capital Group, LLC

CIK 0001898297 • 6 13F filings • Apr 17, 2025 – Jul 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $155.8M89 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.6M	1.1%Prev: 1.0%	10,819 SH	Decreased+300 SH
ALPHABET INC	CAP STK CL A	$2.4M	1.6%Prev: 2.0%	13,739 SH	Decreased+3,322 SH
AMAZON COM INC	COM	$1.8M	1.1%Prev: 1.5%	8,055 SH	Decreased-2,514 SH
AMERICAN EXPRESS CO	COM	$323K	0.2%	1,012 SH	New
APPLE INC	COM	$1.0M	0.6%Prev: 0.8%	4,910 SH	Decreased+144 SH
ASML HOLDING N V	N Y REGISTRY SHS	$426K	0.3%	531 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.9%Prev: 1.0%	3,035 SH	Decreased-142 SH
BROADCOM INC	COM	$2.3M	1.5%Prev: 1.4%	8,524 SH	Increased+2,005 SH
CAMECO CORP	COM	$267K	0.2%	3,599 SH	New
CARRIAGE SVCS INC	COM	$380K	0.2%Prev: 0.2%	8,311 SH	Increased+65 SH
CATERPILLAR INC	COM	$1.8M	1.1%Prev: 1.5%	4,598 SH	Decreased+234 SH
CENCORA INC	COM	$1.7M	1.1%Prev: 1.0%	5,830 SH	Increased+869 SH
CENTRUS ENERGY CORP	CL A	$880K	0.6%Prev: 0.2%	4,805 SH	Increased+3,236 SH
CHENIERE ENERGY INC	COM NEW	$1.7M	1.1%Prev: 0.9%	6,951 SH	Increased-179 SH
CISCO SYS INC	COM	$608K	0.4%Prev: 0.9%	8,759 SH	Decreased-10,510 SH
COCA COLA CO	COM	$669K	0.4%Prev: 0.9%	9,457 SH	Decreased-10,491 SH
COMFORT SYS USA INC	COM	$764K	0.5%Prev: 0.5%	1,425 SH	Decreased+559 SH
CONSTELLATION ENERGY CORP	COM	$540K	0.3%Prev: 0.4%	1,674 SH	Decreased+69 SH
COSTCO WHSL CORP NEW	COM	$1.8M	1.2%	1,855 SH	New
D-WAVE QUANTUM INC	COM	$633K	0.4%Prev: 0.3%	43,244 SH	Increased+24,226 SH
DUKE ENERGY CORP NEW	COM NEW	$426K	0.3%Prev: 0.2%	3,611 SH	Increased+859 SH
DYNEX CAP INC	COM	$317K	0.2%Prev: 0.2%	25,910 SH	Decreased+1,190 SH
EVEREST GROUP LTD	COM	$404K	0.3%Prev: 0.2%	1,190 SH	Increased+173 SH
EXPEDIA GROUP INC	COM NEW	$1.5M	1.0%Prev: 1.0%	9,075 SH	Decreased+3,328 SH
FIDELITY NATIONAL FINANCIAL	COM SHS	$252K	0.2%	4,500 SH	New
FLEX LTD	ORD	$569K	0.4%	11,400 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.9M	1.2%Prev: 1.3%	2,730 SH	Decreased+374 SH
HARTFORD INSURANCE GROUP INC	COM	$479K	0.3%Prev: 0.3%	3,776 SH	Increased+761 SH
HP INC	COM	$1.4M	0.9%Prev: 0.2%	55,636 SH	Increased+42,606 SH
ICL GROUP LTD	SHS	$380K	0.2%	55,335 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	1.0%Prev: 1.1%	5,284 SH	Decreased-788 SH
INTUIT	COM	$239K	0.2%	304 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.4M	2.8%Prev: 2.9%	7,989 SH	Decreased+444 SH
ISHARES TR	0-5YR HI YL CP	$637K	0.4%Prev: 0.4%	14,766 SH	Decreased-505 SH
ISHARES TR	1 3 YR TREAS BD	$7.1M	4.6%Prev: 4.5%	85,941 SH	Decreased-2,724 SH
ISHARES TR	20 YR TR BD ETF	$657K	0.4%	7,441 SH	New
ISHARES TR	7-10 YR TRSY BD	$1.5M	1.0%Prev: 0.2%	15,516 SH	Increased+12,179 SH
ISHARES TR	CORE S&P MCP ETF	$6.3M	4.1%Prev: 3.9%	102,012 SH	Increased+6,390 SH
ISHARES TR	CORE US AGGBD ET	$24.4M	15.7%Prev: 16.1%	246,272 SH	Decreased-14,572 SH
ISHARES TR	EAFE SML CP ETF	$1.1M	0.7%Prev: 0.6%	15,215 SH	Increased+2,096 SH
ISHARES TR	ESG AW MSCI EAFE	$211K	0.1%Prev: 0.1%	2,364 SH	Decreased+5 SH
ISHARES TR	RUSSELL 2000 ETF	$5.8M	3.7%Prev: 3.7%	26,747 SH	Decreased+2,251 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.1M	2.0%Prev: 2.8%	61,184 SH	Decreased-27,861 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.5M	0.9%Prev: 1.0%	28,936 SH	Decreased-2,179 SH
JABIL INC	COM	$776K	0.5%Prev: 0.3%	3,558 SH	Increased+1,213 SH
JPMORGAN CHASE & CO.	COM	$1.8M	1.2%	6,332 SH	New
MANULIFE FINL CORP	COM	$1.7M	1.1%Prev: 1.2%	52,200 SH	Decreased-28 SH
MARRIOTT INTL INC NEW	CL A	$486K	0.3%Prev: 0.3%	1,780 SH	Increased+467 SH
MARSH & MCLENNAN COS INC	COM	$226K	0.1%	1,033 SH	New
MASTERCARD INCORPORATED	CL A	$208K	0.1%Prev: 0.1%	371 SH	Decreased
MCKESSON CORP	COM	$528K	0.3%Prev: 0.3%	721 SH	Increased+193 SH
MEDTRONIC PLC	SHS	$1.5M	1.0%Prev: 1.0%	17,105 SH	Decreased-273 SH
MERCADOLIBRE INC	COM	$303K	0.2%Prev: 0.1%	116 SH	Increased
META PLATFORMS INC	CL A	$2.0M	1.3%Prev: 1.0%	2,704 SH	Increased+138 SH
MICRON TECHNOLOGY INC	COM	$402K	0.3%Prev: 0.3%	3,259 SH	Decreased+1,284 SH
MICROSOFT CORP	COM	$2.6M	1.6%Prev: 1.2%	5,130 SH	Increased+979 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$267K	0.2%Prev: 0.2%	48,068 SH	Decreased+1,729 SH
NETFLIX INC	COM	$300K	0.2%	224 SH	New
NUSHARES ETF TR	NUVEEN ESG US	$680K	0.4%Prev: 0.4%	30,567 SH	Decreased-447 SH
NVIDIA CORPORATION	COM	$3.7M	2.4%Prev: 2.4%	23,285 SH	Decreased+2,622 SH
OKLO INC	COM CL A	$769K	0.5%Prev: 0.3%	13,734 SH	Increased+7,909 SH
OREILLY AUTOMOTIVE INC	COM	$1.4M	0.9%Prev: 0.9%	15,283 SH	Decreased-451 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.8M	1.8%Prev: 1.0%	20,755 SH	Increased+11,671 SH
PALO ALTO NETWORKS INC	COM	$606K	0.4%Prev: 0.3%	2,960 SH	Increased+232 SH
PFIZER INC	COM	$1.4M	0.9%Prev: 0.1%	55,714 SH	Increased+46,526 SH
PROCTER AND GAMBLE CO	COM	$527K	0.3%	3,305 SH	New
QUALCOMM INC	COM	$1.5M	1.0%Prev: 1.0%	9,489 SH	Decreased+123 SH
RTX CORPORATION	COM	$1.6M	1.0%Prev: 0.6%	11,133 SH	Increased+5,877 SH
SANOFI	SPONSORED ADR	$1.3M	0.8%	26,612 SH	New
SCHWAB CHARLES CORP	COM	$648K	0.4%Prev: 0.3%	7,107 SH	Increased+1,768 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$7.4M	4.7%	182,089 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.9M	1.9%	68,243 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$1.8M	1.1%	19,454 SH	New
SPDR SERIES TRUST	BLOOMBERG SHT TE	$3.9M	2.5%	153,499 SH	New
SSGA ACTIVE TR	SPDR BLACKSTONE	$565K	0.4%	19,779 SH	New
STONEX GROUP INC	COM	$507K	0.3%Prev: 0.2%	5,568 SH	Increased+1,610 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.0M	1.3%	9,004 SH	New
TELEFONICA S A	SPONSORED ADR	$146K	0.1%	27,971 SH	New
TESLA INC	COM	$513K	0.3%Prev: 1.1%	1,614 SH	Decreased-2,228 SH
TJX COS INC NEW	COM	$1.6M	1.0%Prev: 1.1%	12,649 SH	Decreased+624 SH
TOTALENERGIES SE	SPONSORED ADS	$243K	0.2%	3,956 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$832K	0.5%Prev: 0.3%	11,297 SH	Increased+5,453 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.5M	5.4%Prev: 5.7%	27,867 SH	Decreased+349 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.9%Prev: 0.9%	33,836 SH	Increased-239 SH
VISTRA CORP	COM	$453K	0.3%Prev: 0.2%	2,336 SH	Increased+207 SH
WALMART INC	COM	$1.8M	1.2%Prev: 1.2%	18,598 SH	Decreased+729 SH
WASTE MGMT INC DEL	COM	$1.3M	0.8%Prev: 0.7%	5,688 SH	Increased+385 SH
WILLIAMS COS INC	COM	$276K	0.2%Prev: 0.2%	4,401 SH	Decreased-1,302 SH
WILLIAMS SONOMA INC	COM	$262K	0.2%Prev: 0.2%	1,602 SH	Decreased

Sold (vs prior filing)

ALBEMARLE CORP — $431K
ALPHABET INC — $286K
ASML HLDG NV — $437K
CME GROUP INC — $257K
COSTCO WHOLESALE CORPORATION — $1.5M
FLEXTRONICS INTL LTD — $457K
FOX CORP — $296K
ICON PLC — $257K
INTEL CORP — $224K
ISHARES TR — $1.9M
JACKSON FINANCIAL INC — $263K
JOHNSON & JOHNSON — $1.3M
JPMORGAN CHASE & CO — $1.8M
LIBERTY MEDIA CORP DEL — $242K
LIQUIDIA CORPORATION — $301K
MARVELL TECHNOLOGY INC — $316K
ORACLE CORP — $809K
REGENERON PHARMACEUTICALS — $325K
SIMPLIFY EXCHANGE TRADED FUN — $228K
SPDR INDEX SHS FDS — $10.1M
… and 6 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001898297-26-000005	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001898297-26-000001	$161.4M	View
Oct 15, 2025	Q3 2025