BAYSHORE ASSET MANAGEMENT, LLC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 251,215
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 12.58 K | 5.0% | 0 | 206.2 K | -206.2 K |
| ETFs | 238.6 K | 95.0% | 212.4 K | 0 | 212.4 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
251,215
Holdings
40
QoQ value change ($000)
6,190
(2.5%)
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.