SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Eagle Bay Advisors LLC

CIK 0001862864 · 7 WORLD TRADE CENTER, 250 GREENWICH ST., 46TH, NEW YORK, NY, 10007 · 2126347879

Reported Value
$118M
Q1 2025
Positions
114
Filings on Record
21
2019–present window
Filed
May 5, 2025
original filing

Summary

Eagle Bay Advisors LLC reported $118M in U.S.-listed holdings across 114 positions for Q1 2025.

Its largest position, Vanguard Ftse Developed Markets Etf Vea, represents 10.1% of the portfolio.

Compared with Q4 2024, the fund opened 0 new positions and exited 887.

Portfolio Metrics

Turnover
+5.5%
vs prior filed quarter
Top-10 Concentration
+48.9%
share of reported value
Largest Position
+10.1%
Vanguard Ftse Developed Markets Etf Vea

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’21: $124MQ2 ’21Q3 ’21: $178MQ4 ’21: $157MQ1 ’22: $123MQ1 ’22Q4 ’22: $178MQ1 ’23: $183MQ2 ’23: $175MQ2 ’23Q3 ’23: $216MQ4 ’23: $158MQ1 ’24: $159MQ1 ’24Q2 ’24: $165MQ3 ’24: $261MQ4 ’24: $159MQ4 ’24Q1 ’25: $118MQ2 ’25: $121MQ3 ’25: $127MQ3 ’25Q4 ’25: $137MQ1 ’26: $113Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 58.9%ETP: 40.2%Other: 0.5%ADR: 0.3%Closed-End Fund: 0.0%
  • Common Stock · 58.9% · $69M
  • ETP · 40.2% · $47M
  • Other · 0.5% · $646,461
  • ADR · 0.3% · $326,643
  • Closed-End Fund · 0.0% · $51,300

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PAHUSDElement SolutionsADDED+2.1K2.3K+$45,959$51,528
IBITiShares Bitcoin Trust (IBIT)ADDED+2.7K4.8K+$113,917$224,314
1K0IGM Biosciences Inc (IGMS)ADDED+55.0K99.6K$158,140$114,580
Vanguard Total World Bond ETF IV (BNDW)SOLD OUT17.6K0$1M$0
ACWIiShares MSCI ACWI ETF (ACWI)SOLD OUT9.2K0$1M$0
iShares Core S&P Mid-Cap ETF (IJH)SOLD OUT7.9K0$490,068$0
DFUSUSDDimensional US Equity ETF (DFUS)SOLD OUT6.9K0$440,673$0
BABAAlibaba Group (BABA)SOLD OUT3.6K0$304,064$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

50 positions
#IssuerClass% PortfolioValueShares
1Vanguard FTSE Developed Markets ETF (VEA)ETF10.07%$12M233.8K
2AAPLApple Inc (AAPL)history →Stock8.45%$10M44.9K
3Vanguard FTSE Emerging Markets ETF (VWO)ETF5.33%$6M138.8K
4TSLATesla Inc (TSLA)history →Stock5.11%$6M23.3K
5iShares Select Dividend ETF (DVY)ETF4.41%$5M38.7K
6MSFTMicrosoft Corp (MSFT)history →Stock3.71%$4M11.7K
7iShares Core S&P 500 ETF (IVV)ETF3.39%$4M7.1K
8GBDCGolub Capital BDC, Inc (GBDC)history →ETF3.34%$4M260.3K
9UBERUber Technologies Inc (UBER)history →Stock2.94%$3M47.6K
10Schwab US TIPS ETF (SCHP)ETF2.12%$3M93.1K
11EXMOCExxon Mobil Corp (XOM)history →Stock2.01%$2M19.9K
12iShares Russell 1000 ETF (IWB)ETF1.76%$2M6.8K
13ARCCAres Capital Corporation (ARCC)history →Stock1.70%$2M90.5K
14ABBVAbbVie Inc (ABBV)history →Stock1.68%$2M9.5K
15iShares 0-3 Month Treasury Bond ETF (SGOV)ETF1.59%$2M18.6K
16AMZNAmazon Com Inc (AMZN)history →Stock1.51%$2M9.4K
17Vanguard Short-Term Corporate Bond Index Fund (VCSH)Stock1.44%$2M21.5K
18Fidelity MSCI Real Estate ETF (FREL)ETF1.32%$2M56.7K
19GOOGAlphabet Inc (GOOG)history →Stock1.21%$1M9.2K
20KOThe Coca-Cola Company (KO)history →Stock1.10%$1M18.0K
21JPMJPMorgan Chase & Co (JPM)history →Stock1.08%$1M5.2K
22ADPAutomatic Data Processing Inc (ADP)history →Stock1.07%$1M4.1K
23Vanguard S&P 500 ETF (VOO)ETF1.05%$1M2.4K
24ABTAbbott Laboratories (ABT)history →Stock1.02%$1M9.1K
25NVDANvidia Corporation (NVDA)history →Stock1.01%$1M11.0K
26BRZEBraze Inc (BRZE)Stock0.98%$1M32.0K
27BRK/BBerkshire Hathaway Inc (BRK-B)Stock0.93%$1M2.1K
28GOOGLAlphabet Inc (GOOGL)Stock0.85%$1M6.5K
29PNCPNC Financial Services Group (PNC)Stock0.80%$948,6315.4K
30Vanguard Global ex-US Real Estate ETF (VNQI)ETF0.69%$819,83420.3K
31IBMInternational Business Machines Corporation (IBM)Stock0.68%$801,3193.2K
32BRK/ABerkshire Hathaway (BRK-A)Stock0.68%$798,4421
33JNJJohnson & Johnson (JNJ)Stock0.67%$788,4034.8K
34ADBEAdobe Inc (ADBE)Stock0.66%$775,4982.0K
35WMTWalmart Inc (WMT)Stock0.63%$745,0628.5K
36CMCSAComcast Corp (CMCSA)Stock0.56%$662,81818.0K
37Vanguard FTSE All-World ex-US Small Capital Index Fund (VSS)ETF0.56%$660,7705.7K
38HDThe Home Depot Inc (HD)Stock0.56%$660,0141.8K
39VoStock0.54%$632,3262.4K
40APHAmphenol Corp (APH)Stock0.53%$630,9859.6K
41APDAir Products & Chemicals Inc (APD)Stock0.53%$629,3592.1K
42MRKMerck & Co Inc (MRK)Stock0.53%$623,1376.9K
43MCDMcDonald's Corporation (MCD)Stock0.52%$607,7561.9K
44VVisa Inc (V)Stock0.51%$606,2061.7K
45LLYEli Lilly And Co (LLY)Stock0.51%$604,370732
46VUGVanguard Growth ETF (VUG)ETF0.51%$602,4531.6K
47SONSonoco Products CoStock0.51%$595,88512.6K
48Invesco DWA Momentum ETF (PDP)ETF0.49%$575,9855.8K
49CNRCanadian National Railway (CNI)Stock0.42%$498,7035.1K
50METAMeta Platforms, Inc (META)Stock0.42%$496,246861

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$113M127Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$137M257Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$127M109Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$121M112Jul 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$118M114May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$159M1,002Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$261M1,367Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$165M990Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$159M974May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$158M939Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$216M1,185Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$175M842Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$183M1,256Apr 26, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022$178M1,282Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022Under review1,300Nov 23, 202213F-HRchanges · EDGAR ↗
Q2 2022Under review1,479Aug 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$123M334May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$157M1,676Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$178M6,336Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$124M3,642Jul 30, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.