Fund HoldingsEagle Bay Advisors LLC

Total Portfolio Value
$215.62M
Total Bought
$91.29M
Total Sold
$48.79M
Net Transaction
+$42.50M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
GOLDMAN SACHS CORE FIXED INCOME INSTL0614,230+614,23005,3872.50%+5,387
LAZARD GLOBAL LISTED INFRASTRUCTURE INST0365,472+365,47205,1312.38%+5,131
VGRD STC ETF DV
SHRT TRM CORP BD
067,104+67,10405,0432.34%+5,043
VANGUARD FTSE DEVELOPED MARKETS ETF0115,172+115,17205,0352.34%+5,035
LORD ABBETT INFLATION FOCUSED I0412,244+412,24404,6712.17%+4,671
NEUBERGER BERMAN CORE BOND INST0531,356+531,35604,5062.09%+4,506
ARISTOTLE SHORT DURATION INCOME I 20367,466+367,46603,6561.70%+3,656
TEMPLETON GLOBAL BOND ADV0399,127+399,12702,8501.32%+2,850
VANGUARD FTSE EMERGING MARKETS ETF071,842+71,84202,8171.31%+2,817
VANGUARD SHRT INF PROT SEC INDEX ETF058,388+58,38802,7611.28%+2,761
BLACKROCK STRATEGIC INCOME OPPS INSTL0239,785+239,78502,1681.01%+2,168
BLACKROCK ULTRA SHORT TERM BOND ETF
ULTRA SHORT DUR
037,126+37,12601,8700.87%+1,870
MAINSTAY MACKAY US INFRASTRUCTURE BD I0250,130+250,13001,8160.84%+1,816
GOLUB CAPITAL BDC INC(GBDC)0115,046+115,04601,6880.78%+1,688
VANGUARD ULTRA SHORT BOND ETF
VANGUARD ULTRA
030,134+30,13401,4820.69%+1,482
AB GLOBAL BOND ADVISOR0217,314+217,31401,4260.66%+1,426
VGRD FTSE ALL WRLD EX USSML CAP ETF011,572+11,57201,2290.57%+1,229
MICROSOFT CORP(MSFT)03,833+3,83301,2100.56%+1,210
ISHARES CORE S&P 500 ETF02,754+2,75401,1830.55%+1,183
APPLE INC(AAPL)06,340+6,34001,0850.50%+1,085
APPLE INC(AAPL)19,85527,685+7,8303,8514,7402.20%+889
ARES CAPITAL CORP(ARCC)042,958+42,95808360.39%+836
SCHWAB 1000 INDEX07,804+7,80407240.34%+724
SCHWAB US TIPS ETF013,082+13,08206610.31%+661
ARISTOTLE SMALL CAP EQUITY I038,587+38,58705060.23%+506
AMAZON COM INC(AMZN)03,730+3,73004740.22%+474
HARDING LOEVNER INTL SMALL COMS INSTL028,284+28,28404640.22%+464
ALPHABET INC CLASS A(GOOG)03,354+3,35404390.20%+439
NVIDIA CORP(NVDA)0989+98904300.20%+430
FIDELITY MSCI REAL ESTATE INDEX ETF016,884+16,88403840.18%+384
AUTOMATIC DATA PROCESSING INC COM USD0 101,7683,144+1,3763897560.35%+368
CATALYST MILLBURN HEDGE STRATEGY I09,023+9,02303430.16%+343
OAKMARK GLOBAL INVESTOR010,667+10,66703330.15%+333
PACCAR INC COM USD1 00(PCAR)04,538+4,53803860.18%+386
EATON VANCE INCOME FUND OF BOSTON I063,131+63,13103110.14%+311
UNITEDHEALTH GRP INC(UNH)0616+61603110.14%+311
ASHMORE EMERGING MARKETS TOT RET INSTL066,898+66,89803050.14%+305
ISHARES RUSSELL 2500 ETF
RUSEL 2500 ETF
05,568+5,56803040.14%+304
META PLATFORMS INC CLASS A(META)0942+94202830.13%+283
TESLA INC(TSLA)01,108+1,10802770.13%+277
ALPHABET INC CLASS C(GOOG)01,986+1,98602620.12%+262
JPMORGAN CHASE & CO(JPM)01,805+1,80502620.12%+262
CHEVRON CORP(CVX)01,550+1,55002610.12%+261
PROCTER & GAMBLE(PG)01,763+1,76302570.12%+257
PINNACLE WEST CAP(PNW)03,450+3,45002540.12%+254
VANGUARD GLBAL EX US REAL EST ETF IV06,268+6,26802440.11%+244
MASTERCARD INC CLASS A(MA)0592+59202340.11%+234
BERKSHIRE HATHAWAY CLASS B0658+65802300.11%+230
EXXON MOBIL CORP19,42619,554+1282,0832,2991.07%+216
ORACLE CORP(ORCL)02,011+2,01102130.10%+213
INTUITIVE SURGICAL0722+72202110.10%+211
OAKMARK EQUITY AND INCOME INVESTOR06,465+6,46502030.09%+203
AMGEN INC(AMGN)0692+69201860.09%+186
HONEYWELL INTL INC(HON)0996+99601840.09%+184
MERCK & CO INC(MRK)01,765+1,76501820.08%+182
ISHARES TR S&P SMALL CAP 600 GROWTH ETF03,490+3,49003830.18%+383
NEXTERA ENERGY INC COM USD0 01(NEE)04,627+4,62702650.12%+265
STRYKER CORPORATION COM(SYK)0849+84902320.11%+232
VISA INC CLASS A(V)0763+76301750.08%+175
WILLIAM BLAIR EMERG MKTS SM CP GR I09,674+9,67401750.08%+175
APPLIED MATERIALS01,250+1,25001730.08%+173
SCHLUMBERGER LTD F(SLB)02,956+2,95601720.08%+172
HOME DEPOT INC(HD)0570+57001720.08%+172
CATERPILLAR INC(CAT)0621+62101700.08%+170
THE COCA COLA CO(KO)03,012+3,01201690.08%+169
H & R BLOCK INC04,744+4,74402040.09%+204
JOHNSON & JOHNSON(JNJ)01,070+1,07001670.08%+167
EDWARDS LIFESCIENCES CORP03,441+3,44102380.11%+238
CISCO SYSTEMS INC(CSCO)03,022+3,02201620.08%+162
INTERNATIONAL BUS MACH CORP COM USD0 20(IBM)2,4423,475+1,0333274880.23%+161
WEST PHARM SRVC INC(WST)0420+42001580.07%+158
PEPSICO INC(PEP)0922+92201560.07%+156
THERMO FISHER SCNTFC(TMO)0306+30601550.07%+155
OCCIDENTAL PETROL CO(OXY)02,284+2,28401480.07%+148
WALMART INC(WMT)0926+92601480.07%+148
ALEXANDRIA REAL EST REIT01,457+1,45701460.07%+146
DEERE & CO(DE)0382+38201440.07%+144
BROADRIDGE FINANCIAL SOLUTION INC COM USD0 01(BR)01,416+1,41602540.12%+254
LOWES COMPANIES INC(LOW)0684+68401420.07%+142
GENERAL DYNAMICS CO(GD)0637+63701410.07%+141
UDR INC REIT(UDR)03,936+3,93601400.07%+140
SMITH A O(AOS)02,104+2,10401390.06%+139
ISHARES CORE S&P SMALL CAP E4,4396,152+1,7134425800.27%+138
CHIPOTLE MEXICAN GRL(CMG)074+7401360.06%+136
BROADCOM INC(AVGO)0162+16201350.06%+135
S&P GLOBAL INC(SPGI)0366+36601340.06%+134
IBM CORP(IBM)0932+93201310.06%+131
UNION PACIFIC CORP(UNP)0641+64101310.06%+131
AMERICAN EXPRESS CO(AXP)0869+86901300.06%+130
F5 INC(FFIV)0802+80201290.06%+129
W R BERKLEY CORP02,028+2,02801290.06%+129
TRANSUNION(TRU)01,782+1,78201280.06%+128
RAYMOND JAMES FINL(RJF)01,240+1,24001250.06%+125
HURON CONSULTING GRP(HURN)01,186+1,18601240.06%+124
BROADRIDGE FINL SOLU(BR)0682+68201220.06%+122
VANGUARD EMERGING MKT GOV BND ETF IV02,060+2,06001220.06%+122
CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632(CNI)01,117+1,11701210.06%+121
MCDONALDS CORP(MCD)0459+45901210.06%+121
QUALCOMM INC(QCOM)01,076+1,07601190.06%+119
GOLDMAN SACHS GROUP(GS)0366+36601180.05%+118
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