BAYSHORE ASSET MANAGEMENT, LLC

All 13F Filings

Location
Coral Gables, FL
Most recent 13F
Q4 2025
Holdings value ($000)
245,025
Description
Website
Founded
Chairman
CEO
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
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 26 (0.0% of total reported value) · QoQ Δ: +26
Type Value ($000) Share % Inflow Outflow Net
Stocks 218.7 K 89.3% 11.51 K 0 11.51 K
ETFs 26.27 K 10.7% 287 0 287
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/8/2026
Total value ($000)
245,025
Holdings
41
QoQ value change ($000)
11,822 (5.1%)
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.