BAYSHORE ASSET MANAGEMENT, LLC

All 13F Filings

Location
Coral Gables, FL
Most recent 13F
Q2 2026
Holdings value ($000)
279,805
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 52 279,805 13F-HR BAYSHORE ASSET MANAGEMENT, LLC
Q1 2026 4/24/2026 40 251,215 13F-HR BAYSHORE ASSET MANAGEMENT, LLC
Q4 2025 1/8/2026 41 245,025 13F-HR BAYSHORE ASSET MANAGEMENT, LLC
Q3 2025 10/31/2025 40 233,203 13F-HR BAYSHORE ASSET MANAGEMENT, LLC
Q2 2025 7/30/2025 40 218,809 13F-HR BAYSHORE ASSET MANAGEMENT, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 15.24 K 5.4% 2.654 K 0 2.654 K
ETFs 264.6 K 94.6% 25.93 K 0 25.93 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
279,805
Holdings
52
QoQ value change ($000)
28,590 (11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.