Fund HoldingsEagle Bay Advisors LLC

Total Portfolio Value
$261.10M
Total Bought
$96.09M
Total Sold
$11.52M
Net Transaction
+$84.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Loomis Sayles Investment Grade Bond Y (LSIIX)0939,657+939,65709,5283.65%+9,528
Lazard Global Listed Infrastructure Instl (GLIFX)0516,041+516,04108,3963.22%+8,396
Baird Intermediate Bond Inv (BIMSX)0646,764+646,76407,1792.75%+7,179
Lord Abbett Inflation Focused I (LIFIX)0467,717+467,71705,4862.10%+5,486
MainStay MacKay US Infrastructure Bond I (MGOIX)0552,378+552,37804,2861.64%+4,286
Goldman Sachs Core Fixed Income Fund (GSFIX)0377,214+377,21403,5611.36%+3,561
BlackRock Strategic (MAMTX)0354,891+354,89103,5501.36%+3,550
Catalyst/Millburn Hedge Strategy I (MBXIX)081,457+81,45703,0991.19%+3,099
Guggenheim Macro Opportunities Instl (GIOIX)0119,439+119,43902,9741.14%+2,974
JPMorgan Strategic Income Opportunities I (JSOSX)0201,653+201,65302,3050.88%+2,305
Guggenheim Ultra Short Duration Instl (GIYIX)0205,870+205,87002,0630.79%+2,063
Harding Loevner Intl Smaller Companies Instl (HLMRX)0104,817+104,81701,9750.76%+1,975
Pershing Square (PSHZF)039,468+39,46801,8750.72%+1,875
Tesla Inc (TSLA)(TSLA)28,72628,741+155,6847,5192.88%+1,835
Blackstone Real Estate Income Trust (BREIT)0127,246+127,24601,7850.68%+1,785
MainStay MacKay Short-Term Municipal I (MSTIX)0168,967+168,96701,5800.61%+1,580
Aristotle Short Duration Income I-2 (PLDSX)0148,651+148,65101,5300.59%+1,530
Conversus StepStone Private Markets Class I (XPMIX)026,610+26,61001,4490.56%+1,449
CIM Opportunity Zone Fund LP01,369,179+1,369,17901,3690.52%+1,369
Carlyle AlpInvest Private Markets0102,220+102,22001,3280.51%+1,328
Templeton Global Bond Fund (TGBAX)0177,298+177,29801,3210.51%+1,321
PGIM Short Duration High Yield Income Z (HYSZX)0147,927+147,92701,2620.48%+1,262
Apple Inc (AAPL)(AAPL)59,18158,718-46312,46513,6815.24%+1,217
Fidelity Tax Free Bond Fund (FTABX)0102,533+102,53301,1440.44%+1,144
Related Opportunity Zone LP01,105,680+1,105,68001,1060.42%+1,106
Aristotle Small Cap Equity Fund Class I-2 (AIBBX)067,088+67,08801,0620.41%+1,062
Eaton Vance Emerging Markets Dbt Opps I (EIDOX)0102,167+102,16708100.31%+810
Vanguard Massachusetts Tax-Exempt Fund (VMATX)069,212+69,21207150.27%+715
Edgewood Growth Fund (EGFIX)012,942+12,94206610.25%+661
Ares Industrial Real Estate Income Trust051,928+51,92806550.25%+655
Fidelity Intermediate Municipal Income (FLTMX)063,491+63,49106500.25%+650
Ares Strategic Income Fund (ASIF)021,861+21,86105990.23%+599
Hines Global Income Trust (ZHGITX)055,351+55,35105550.21%+555
iShares Select Dividend ETF (DVY)038,710+38,71005,2292.00%+5,229
Vanguard FTSE Developed Markets ETF (VEA)222,087217,847-4,24010,97611,5044.41%+529
Virtus KAR Small-Cap Core Fund (PKSFX)08,787+8,78705240.20%+524
Vanguard FTSE Emerging Markets ETF (VWO)134,674133,789-8855,8936,4022.45%+508
Fidelity New York Municipal Income (FTFMX)038,730+38,73004860.19%+486
Robinson Tax Advantaged Income Fund (ROBNX)049,426+49,42604530.17%+453
IGM Biosciences Inc (IGMS)044,635+44,63507380.28%+738
JPMorgan Hedged Equity 3 Fund (JHQTX)021,818+21,81804160.16%+416
Columbia Seligman Communications and Information Fund (SLMCX)03,000+3,00003940.15%+394
Money Market Obligations Trust - Federated Prime Cash Obligations Fund (PCOXX)0385,993+385,99303860.15%+386
Nestle ADR (NSRGY)03,621+3,62103650.14%+365
CAIS Ares Senior Direct Lending II LP0359,234+359,23403590.14%+359
Franklin Rising Dividends Fund (FRDPX)03,508+3,50803510.13%+351
Federated Hermes (TBIXX)0337,377+337,37703370.13%+337
Alibaba Group (BABA)(BABA)7643,586+2,822563810.15%+325
American Funds The Growth Fund of America (AGTHX)03,564+3,56402770.11%+277
William Blair Emerging Markets Small Cap Growth I (BESIX)011,874+11,87402580.10%+258
AbbVie Inc (ABBV)(ABBV)09,721+9,72101,9200.74%+1,920
Fidelity Massachusetts Municipal Income (FDMMX)020,863+20,86302410.09%+241
T Rowe Price Blue Chip Growth Fund (TRBCX)01,240+1,24002370.09%+237
JPMorgan Chase & Co (JPMPRM)(JPM)09,900+9,90002090.08%+209
Stonepeak Infrastructure Fund IV LP0208,483+208,48302080.08%+208
JHancock Diversified Macro Fund (JDJIX)021,753+21,75301990.08%+199
The Coca-Cola Company (KO)(KO)22,92522,971+461,4701,6620.64%+191
Oakmark Global Investor (OAKGX)05,236+5,23601830.07%+183
Ruffer Investment Co (RUFIF)047,340+47,34001780.07%+178
3i Group ADR (TGOPY)03,700+3,70001640.06%+164
Clearbridge Energy (midstrm Opp Com)(EMO)03,792+3,79201610.06%+161
PNC Financial Services Group (PNC)(PNC)5,8115,737-749031,0600.41%+157
AstraZeneca PLC (AZNCF)(AZN)01,001+1,00101560.06%+156
Shell (RYDAF)(SHEL)04,683+4,68301520.06%+152
Intl Business Machines Corp (IBM)(IBM)03,445+3,44507620.29%+762
Vanguard Dividend Growth Investor Shares (VDIGX)03,531+3,53101480.06%+148
Fidelity Advisor Value Strategies Fund (FSOAX)02,807+2,80701380.05%+138
Siemens AG Spon ADR (SIEGY)01,353+1,35301370.05%+137
Uber Technologies Inc (UBER)(UBER)052,975+52,97503,9821.52%+3,982
Invesco DWA Small Cap Momentum ETF (DWAS)29,07930,182+1,1032,0492,1790.83%+131
Lazard International Equity Portfolio (LZIEX)06,971+6,97101290.05%+129
iShares Russell 1000 ETF (IWB)07,518+7,51802,3640.91%+2,364
Universal Display (OLED)(OLED)0601+60101260.05%+126
The Home Depot Inc (HD)(HD)01,960+1,96007940.30%+794
Oakmark Equity & Income Investor (OAKBX)03,359+3,35901220.05%+122
Fidelity New Jersey Municipal Income Fund (FNJHX)010,237+10,23701200.05%+120
Walmart Inc (WMT)(WMT)09,364+9,36407560.29%+756
McDonald's Corporation (MCD)(MCD)2,2152,240+255646820.26%+118
Unilever (UNLYF)(UL)01,800+1,80001170.04%+117
Michelin (MGDDY)05,550+5,55001130.04%+113
Goldman Sachs Core Fixed Income Fund (GCFIX)011,954+11,95401120.04%+112
Parnassus Core Equity Fund (PRBLX)01,685+1,68501100.04%+110
HSBC Holdings (HBCYF)(HSBC)012,190+12,19001090.04%+109
NH Portfolio 2039 (Fidelity Index)06,723+6,72301040.04%+104
American International Group Inc (AIG)01,860+1,86001360.05%+136
ECF Value Fund0102,851+102,85101030.04%+103
Verizon Communications Inc (VZ)(VZ)08,368+8,36803760.14%+376
Fidelity CA Limited Term Tax-Free Bond Fund (FCSTX)09,730+9,73001020.04%+102
Virtus Newfleet Multi-Sector Short Term Bond Fund (PIMSX)022,219+22,21901020.04%+102
Brown Advisory - Beutel Goodman Large-Cap Value Fund (BVALX)06,074+6,07401010.04%+101
Abbott Laboratories (ABT)09,189+9,18901,0480.40%+1,048
Johnson & Johnson (JNJ)(JNJ)05,042+5,04208170.31%+817
NH Portfolio 2042 ((fidelity Blend))06,686+6,6860960.04%+96
DFA International Core Equity (DFIEX)05,458+5,4580920.04%+92
Eaton Vance Short Duration Government Income Fund (EILDX)012,118+12,1180890.03%+89
MainStay MacKay Tax Free Bond Fund Class I (MTBIX)09,133+9,1330870.03%+87
Nuveen Intermediate Duration Municipal Bond Fund I (NUVBX)09,692+9,6920870.03%+87
Anglo American plc (NGLOY)05,275+5,2750870.03%+87
Automatic Data Processing Inc (ADP)04,329+4,32901,2040.46%+1,204
3M Co (MMM)(MMM)02,359+2,35903220.12%+322
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