Bayshore Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 1598176 · latest 13F-HR filed 2026-07-22

Bayshore Capital Advisors, LLC manages $214.2M in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are USAR (44.72%), GLD (12.92%), RAAX (5.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 5, added to 22, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1700 S. MACDILL AVENUE
SUITE 340
TAMPA, FL 33629
Phone
(813) 221-3400
Filing Manager
Bayshore Capital Advisors, LLC
TAMPA, FL
Signatory
Catherine Sanders
CCO
Loading holdings…
AUM

$214.2M

Long-equity book

Holdings

42

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+6 / −5 / ↑22 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIDELITY WISE ORIGIN BITCOIN$6.1M +251.8%
  • GLOBAL X FDS$4.5M +362.2%
  • ISHARES TR$1.9M +33.5%
  • GALAXY DIGITAL INC.$1.4M +48.2%
  • BLUE OWL TECHNOLOGY FIN CORP$1.1M +22.2%
Show all 22

Top Trims

  • USA RARE EARTH INC-$36.5M -27.6%
  • ISHARES BITCOIN TRUST ETF-$3.1M -29.3%
  • ISHARES SILVER TR-$377.8K -21.5%
  • SPROTT ETF TRUST-$207.0K -16.7%
  • ENERGY FUELS INC-$108.4K -20.5%
Show all 8

New Positions

  • VANECK ETF TRUST$12.8M
  • GLOBAL X FDS$4.1M
  • GOLDMAN SACHS ETF TR$1.1M
  • GOLDMAN SACHS ETF TR$860.0K
  • VANGUARD WORLD FD$482.5K
Show all 6

Exited Positions

  • LISTED FDS TR$17.2M
  • ARK 21SHARES BITCOIN ETF$4.0M
  • ISHARES GOLD TR$2.5M
  • VANECK ETF TRUST$240.6K
  • BWX TECHNOLOGIES INC$204.5K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 USA RARE EARTH INC USAR 91733P107 $95.8M 44.72% 4,438,785 SH
2 SPDR GOLD TR GLD 78463V107 $27.7M 12.92% 75,138 SH
3 VANECK ETF TRUST RAAX 92189F130 $12.8M 5.98% 323,122 SH
4 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $8.6M 3.99% 167,499 SH
5 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $7.6M 3.54% 227,859 SH
6 ISHARES TR IWB 464287622 $7.6M 3.53% 18,456 SH
7 BLUE OWL TECHNOLOGY FIN CORP OTF 095924106 $6.1M 2.86% 590,905 SH
8 GLOBAL X FDS COPX 37954Y830 $5.8M 2.69% 74,877 SH
9 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $5.1M 2.37% 467,505 SH
10 GALAXY DIGITAL INC. GLXY 36317J209 $4.3M 2.00% 156,705 SH
11 GLOBAL X FDS URA 37954Y871 $4.1M 1.90% 93,000 SH
12 VANGUARD WORLD FD VGT 92204A702 $2.7M 1.25% 22,352 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.4M 1.10% 3,155 SH
14 GOLUB CAP BDC INC GBDC 38173M102 $1.9M 0.87% 144,908 SH
15 VANECK ETF TRUST NLR 92189F601 $1.5M 0.70% 12,941 SH
16 BLACKSTONE SECD LENDING FD BXSL 09261X102 $1.4M 0.67% 60,893 SH
17 ISHARES SILVER TR SLV 46428Q109 $1.4M 0.64% 25,750 SH
18 INVESCO QQQ TR QQQ 46090E103 $1.3M 0.61% 1,773 SH
19 CAPITAL SOUTHWEST CORP CSWC 140501107 $1.1M 0.54% 48,320 SH
20 GOLDMAN SACHS ETF TR GPIX 38149W622 $1.1M 0.52% 20,000 SH
21 SPROTT ETF TRUST SGDM 85210B102 $1.0M 0.48% 16,400 SH
22 MIDCAP FINANCIAL INVSTMNT CO MFIC 03761U502 $983.6K 0.46% 97,580 SH
23 ISHARES TR IWV 464287689 $981.1K 0.46% 2,301 SH
24 GOLDMAN SACHS ETF TR GPIQ 38149W630 $860.0K 0.40% 14,500 SH
25 FIDELITY COVINGTON TRUST FIDU 316092709 $843.4K 0.39% 8,467 SH
26 ISHARES TR IEF 464287440 $821.3K 0.38% 8,685 SH
27 TESLA INC TSLA 88160R101 $803.3K 0.38% 1,910 SH
28 FIDELITY COVINGTON TRUST FDIS 316092204 $797.1K 0.37% 7,751 SH
29 MICROSOFT CORP MSFT 594918104 $794.2K 0.37% 2,129 SH
30 ISHARES TR AGG 464287226 $774.7K 0.36% 7,827 SH
31 FIDELITY COVINGTON TRUST FNCL 316092501 $735.7K 0.34% 9,610 SH
32 FS KKR CAP CORP FSK 302635206 $735.2K 0.34% 70,020 SH
33 FIDELITY COVINGTON TRUST FHLC 316092600 $617.8K 0.29% 7,997 SH
34 FIDELITY COVINGTON TRUST FCOM 316092873 $565.3K 0.26% 8,136 SH
35 VANGUARD WORLD FD VDC 92204A207 $482.5K 0.23% 2,140 SH
36 ISHARES TR SHV 464288679 $442.4K 0.21% 4,009 SH
37 ENERGY FUELS INC UUUU 292671708 $419.1K 0.20% 28,900 SH
38 VANGUARD WORLD FD VDE 92204A306 $378.6K 0.18% 2,522 SH
39 SPROTT ASSET MANAGEMENT LP SPPP 85207Q104 $333.7K 0.16% 26,800 SH
40 ISHARES TR IGSB 464288646 $281.0K 0.13% 5,361 SH
41 APPLE INC AAPL 037833100 $235.8K 0.11% 815 SH
42 AMAZON COM INC AMZN 023135106 $209.3K 0.10% 878 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $214.2M 42 0001598176-26-000005
2026-03-31 2026-04-14 $237.0M 41 0001598176-26-000004
2025-12-31 2026-02-05 $200.2M 34 0001598176-26-000003