BAYSHORE ASSET MANAGEMENT, LLC
BAYSHORE ASSET MANAGEMENT, LLC reported 52 positions worth $279.8M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: DFAT (20.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAT | SH | $57.1M | 20.40% | 816,647 | — | — | |
| ▸ 2 | DFAC | SH | $50.6M | 18.09% | 1,141,268 | — | — | |
| ▸ 3 | DFUV | SH | $27.9M | 9.95% | 506,330 | — | — | |
| ▸ 4 | DFIV | SH | $23.7M | 8.48% | 439,280 | — | — | |
| ▸ 5 | AVUV | SH | $11.0M | 3.91% | 87,799 | — | — | |
| ▸ 6 | AVUS | SH | $10.1M | 3.60% | 78,742 | — | — | |
| ▸ 7 | DFUS | SH | $9.7M | 3.46% | 118,167 | — | — | |
| ▸ 8 | AVDV | SH | $8.8M | 3.16% | 85,787 | — | — | |
| ▸ 9 | DFAX | SH | $8.3M | 2.97% | 225,469 | — | — | |
| ▸ 10 | AVIV | SH | $8.2M | 2.92% | 105,709 | — | — |
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Frequently Asked Questions
What stocks does BAYSHORE ASSET MANAGEMENT, LLC hold as of Q2 2026?
BAYSHORE ASSET MANAGEMENT, LLC reported 52 positions worth $279.8M in its Q2 2026 13F filing. Largest positions: DFAT (20.4%), DFAC (18.1%), DFUV (10.0%), DFIV (8.5%) and AVUV (3.9%).
What did BAYSHORE ASSET MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BAYSHORE ASSET MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.