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: $161.4M94 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.7M	1.0%Prev: 1.0%	10,519 SH	Increased+102 SH
ALBEMARLE CORP	COM	$431K	0.3%Prev: 0.2%	3,049 SH	Increased-38 SH
ALPHABET INC	CAP STK CL A	$3.3M	2.0%Prev: 1.9%	10,417 SH	Increased-2,020 SH
ALPHABET INC	CAP STK CL C	$286K	0.2%Prev: 0.1%	911 SH	Increased+30 SH
AMAZON COM INC	COM	$2.4M	1.5%Prev: 1.5%	10,569 SH	Increased+189 SH
APPLE INC	COM	$1.3M	0.8%Prev: 0.8%	4,766 SH	Increased-135 SH
ASML HOLDING N V	N Y REGISTRY SHS	$437K	0.3%Prev: 0.3%	408 SH	Increased-5 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	1.0%Prev: 1.0%	3,177 SH	Increased+157 SH
BROADCOM INC	COM	$2.3M	1.4%Prev: 1.4%	6,519 SH	Increased-72 SH
CARRIAGE SVCS INC	COM	$349K	0.2%Prev: 0.2%	8,246 SH	Decreased+82 SH
CATERPILLAR INC	COM	$2.5M	1.5%Prev: 1.3%	4,364 SH	Increased-26 SH
CENCORA INC	COM	$1.7M	1.0%Prev: 1.0%	4,961 SH	Increased-140 SH
CENTRUS ENERGY CORP	CL A	$381K	0.2%Prev: 0.3%	1,569 SH	Decreased
CHENIERE ENERGY INC	COM NEW	$1.4M	0.9%Prev: 1.0%	7,130 SH	Decreased+512 SH
CISCO SYS INC	COM	$1.5M	0.9%Prev: 0.8%	19,269 SH	Increased+12 SH
CME GROUP INC	COM	$257K	0.2%Prev: 0.2%	940 SH	Increased+39 SH
COCA COLA CO	COM	$1.4M	0.9%Prev: 0.8%	19,948 SH	Increased+512 SH
COMFORT SYS USA INC	COM	$808K	0.5%Prev: 0.5%	866 SH	Increased-8 SH
CONSTELLATION ENERGY CORP	COM	$567K	0.4%Prev: 0.3%	1,605 SH	Increased+15 SH
COSTCO WHSL CORP NEW	COM	$1.5M	0.9%Prev: 1.0%	1,745 SH	Decreased+107 SH
D-WAVE QUANTUM INC	COM	$497K	0.3%Prev: 0.5%	19,018 SH	Decreased-12,696 SH
DUKE ENERGY CORP NEW	COM NEW	$323K	0.2%Prev: 0.2%	2,752 SH	Decreased-14 SH
DYNEX CAP INC	COM	$346K	0.2%Prev: 0.2%	24,720 SH	Increased-17 SH
EVEREST GROUP LTD	COM	$345K	0.2%Prev: 0.2%	1,017 SH	Increased+43 SH
EXPEDIA GROUP INC	COM NEW	$1.6M	1.0%Prev: 1.1%	5,747 SH	Decreased-2,275 SH
FLEX LTD	ORD	$457K	0.3%Prev: 0.3%	7,569 SH	Increased-61 SH
FOX CORP	CL A COM	$296K	0.2%Prev: 0.2%	4,050 SH	Increased-15 SH
GOLDMAN SACHS GROUP INC	COM	$2.1M	1.3%Prev: 1.2%	2,356 SH	Increased+1 SH
HARTFORD INSURANCE GROUP INC	COM	$415K	0.3%Prev: 0.3%	3,015 SH	Decreased-103 SH
HP INC	COM	$290K	0.2%Prev: 0.3%	13,030 SH	Decreased-2,296 SH
ICON PLC	SHS	$257K	0.2%Prev: 0.2%	1,410 SH	Increased+13 SH
INTEL CORP	COM	$224K	0.1%	6,065 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.8M	1.1%Prev: 1.1%	6,072 SH	Increased-32 SH
INVESCO QQQ TR	UNIT SER 1	$4.6M	2.9%Prev: 3.0%	7,545 SH	Increased-174 SH
ISHARES TR	0-5YR HI YL CP	$655K	0.4%Prev: 0.4%	15,271 SH	Decreased+62 SH
ISHARES TR	1 3 YR TREAS BD	$7.3M	4.5%Prev: 4.5%	88,665 SH	Increased+2,836 SH
ISHARES TR	3 7 YR TREAS BD	$1.9M	1.2%Prev: 0.7%	15,834 SH	Increased+6,589 SH
ISHARES TR	7-10 YR TRSY BD	$321K	0.2%Prev: 0.5%	3,337 SH	Decreased-3,982 SH
ISHARES TR	CORE S&P MCP ETF	$6.3M	3.9%Prev: 3.9%	95,622 SH	Increased+2,202 SH
ISHARES TR	CORE US AGGBD ET	$26.1M	16.1%Prev: 16.1%	260,844 SH	Increased+9,575 SH
ISHARES TR	EAFE SML CP ETF	$1.0M	0.6%Prev: 0.7%	13,119 SH	Decreased-423 SH
ISHARES TR	ESG AW MSCI EAFE	$224K	0.1%Prev: 0.1%	2,359 SH	Increased-5 SH
ISHARES TR	RUSSELL 2000 ETF	$6.0M	3.7%Prev: 3.8%	24,496 SH	Increased-20 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.5M	2.8%Prev: 2.4%	89,045 SH	Increased+15,124 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.6M	1.0%Prev: 0.8%	31,115 SH	Increased+5,604 SH
JABIL INC	COM	$535K	0.3%Prev: 0.3%	2,345 SH	Decreased-164 SH
JACKSON FINANCIAL INC	COM CL A	$263K	0.2%Prev: 0.2%	2,465 SH	Increased-22 SH
JOHNSON & JOHNSON	COM	$1.3M	0.8%Prev: 0.7%	6,371 SH	Increased+168 SH
JPMORGAN CHASE & CO.	COM	$1.8M	1.1%Prev: 1.1%	5,724 SH	Increased+52 SH
LIBERTY MEDIA CORP DEL	COM LBTY ONE S A	$242K	0.1%Prev: 0.2%	2,703 SH	Decreased-13 SH
LIQUIDIA CORPORATION	COM NEW	$301K	0.2%	8,740 SH	New
MANULIFE FINL CORP	COM	$1.9M	1.2%Prev: 1.0%	52,228 SH	Increased+226 SH
MARRIOTT INTL INC NEW	CL A	$407K	0.3%Prev: 0.2%	1,313 SH	Increased-18 SH
MARVELL TECHNOLOGY INC	COM	$316K	0.2%Prev: 0.2%	3,719 SH	Decreased-99 SH
MASTERCARD INCORPORATED	CL A	$212K	0.1%Prev: 0.1%	371 SH	Increased
MCKESSON CORP	COM	$433K	0.3%Prev: 0.3%	528 SH	Decreased-34 SH
MEDTRONIC PLC	SHS	$1.7M	1.0%Prev: 1.1%	17,378 SH	Increased+59 SH
MERCADOLIBRE INC	COM	$234K	0.1%Prev: 0.2%	116 SH	Decreased
META PLATFORMS INC	CL A	$1.7M	1.0%Prev: 1.1%	2,566 SH	Decreased+163 SH
MICRON TECHNOLOGY INC	COM	$564K	0.3%Prev: 0.3%	1,975 SH	Increased-1,146 SH
MICROSOFT CORP	COM	$2.0M	1.2%Prev: 1.3%	4,151 SH	Decreased+84 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$339K	0.2%Prev: 0.2%	46,339 SH	Increased+362 SH
NUSHARES ETF TR	NUVEEN ESG US	$693K	0.4%Prev: 0.4%	31,014 SH	Increased+371 SH
NVIDIA CORPORATION	COM	$3.9M	2.4%Prev: 2.5%	20,663 SH	Decreased-222 SH
OKLO INC	COM CL A	$418K	0.3%Prev: 0.6%	5,825 SH	Decreased-2,600 SH
ORACLE CORP	COM	$809K	0.5%	4,149 SH	New
OREILLY AUTOMOTIVE INC	COM	$1.4M	0.9%Prev: 1.1%	15,734 SH	Decreased+253 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.6M	1.0%Prev: 1.1%	9,084 SH	Decreased-47 SH
PALO ALTO NETWORKS INC	COM	$502K	0.3%Prev: 0.4%	2,728 SH	Decreased-292 SH
PFIZER INC	COM	$229K	0.1%Prev: 0.2%	9,188 SH	Decreased-340 SH
QUALCOMM INC	COM	$1.6M	1.0%Prev: 1.0%	9,366 SH	Increased+197 SH
REGENERON PHARMACEUTICALS	COM	$325K	0.2%Prev: 0.1%	421 SH	Increased+5 SH
RTX CORPORATION	COM	$964K	0.6%Prev: 0.6%	5,256 SH	Increased-126 SH
SCHWAB CHARLES CORP	COM	$533K	0.3%Prev: 0.3%	5,339 SH	Decreased-368 SH
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$228K	0.1%Prev: 0.1%	10,217 SH	Increased+675 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$7.2M	4.4%Prev: 4.6%	161,000 SH	Increased-5,972 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.9M	1.8%Prev: 1.9%	62,040 SH	Decreased-1,482 SH
SPDR SERIES TRUST	STATE STREET SPD	$6.0M	3.7%	181,792 SH	New
SSGA ACTIVE TR	STATE STREET BLA	$435K	0.3%	15,285 SH	New
STONEX GROUP INC	COM	$377K	0.2%Prev: 0.3%	3,958 SH	Decreased-8 SH
STRATEGY INC	CL A NEW	$252K	0.2%	1,660 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.0M	1.2%Prev: 1.2%	6,508 SH	Increased-121 SH
TESLA INC	COM	$1.7M	1.1%Prev: 1.1%	3,842 SH	Increased-25 SH
TJX COS INC NEW	COM	$1.8M	1.1%Prev: 1.1%	12,025 SH	Increased+114 SH
TOTALENERGIES SE	ACT	$334K	0.2%	5,108 SH	New
UNITEDHEALTH GROUP INC	COM	$262K	0.2%Prev: 0.2%	793 SH	Decreased-197 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$433K	0.3%Prev: 0.3%	5,844 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$9.2M	5.7%Prev: 5.9%	27,518 SH	Decreased-914 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.9%Prev: 1.0%	34,075 SH	Decreased-1,065 SH
VISTRA CORP	COM	$343K	0.2%Prev: 0.3%	2,129 SH	Decreased+53 SH
WALMART INC	COM	$2.0M	1.2%Prev: 1.2%	17,869 SH	Increased+364 SH
WASTE MGMT INC DEL	COM	$1.2M	0.7%Prev: 0.8%	5,303 SH	Decreased-370 SH
WILLIAMS COS INC	COM	$343K	0.2%Prev: 0.2%	5,703 SH	Decreased-28 SH
WILLIAMS SONOMA INC	COM	$286K	0.2%Prev: 0.2%	1,602 SH	Decreased

Sold (vs prior filing)

FIDELITY NATIONAL FINANCIAL — $293K
ICL GROUP LTD — $343K
ISHARES TR — $214K
MARSH & MCLENNAN COS INC — $208K
SPDR SERIES TRUST — $1.7M
SPDR SERIES TRUST — $4.0M
SSGA ACTIVE TR — $429K
TELEFONICA S A — $67K
TOTALENERGIES SE — $304K

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