Bayshore Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 1598176 · latest 13F-HR filed 2026-04-14

Bayshore Capital Advisors, LLC manages $237.0M in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are USAR (55.84%), GLD (11.43%), INFL (7.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 3, added to 11, and trimmed 13.

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.

Loading holdings…
AUM

$237.0M

Long-equity book

Holdings

41

Distinct positions

Period

2026-03-31

Filed 2026-04-14

Q/Q Activity

+10 / −3 / ↑11 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • USA RARE EARTH INC$30.0M +29.3%
  • LISTED FDS TR$4.2M +32.2%
  • BLUE OWL TECHNOLOGY FIN CORP$2.8M +125.4%
  • ISHARES BITCOIN TRUST ETF$2.2M +26.3%
  • SPDR GOLD TR$1.4M +5.5%
Show all 11

Top Trims

  • FIDELITY WISE ORIGIN BITCOIN-$10.1M -80.6%
  • STATE STR SPDR S&P 500 ETF T-$852.5K -29.4%
  • GALAXY DIGITAL INC.-$612.7K -17.5%
  • VANGUARD WORLD FD-$280.3K -12.6%
  • FIDELITY COVINGTON TRUST-$172.9K -19.3%
Show all 13

New Positions

  • ISHARES GOLD TR$2.5M
  • GLOBAL X FDS$1.2M
  • VANECK ETF TRUST$1.2M
  • MICROSOFT CORP$788.1K
  • GOLUB CAP BDC INC$759.6K
Show all 10

Exited Positions

  • NVIDIA CORPORATION$934.4K
  • EA SERIES TRUST$217.7K
  • AMAZON COM INC$202.7K
Show all 3
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 $132.3M 55.84% 8,743,216 SH
2 SPDR GOLD TR GLD 78463V107 $27.1M 11.43% 62,942 SH
3 LISTED FDS TR INFL 53656F623 $17.2M 7.26% 330,506 SH
4 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $10.7M 4.53% 279,119 SH
5 ISHARES TR IWB 464287622 $5.7M 2.39% 15,873 SH
6 BLUE OWL TECHNOLOGY FIN CORP OTF 095924106 $5.0M 2.11% 403,783 SH
7 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $4.3M 1.82% 390,000 SH
8 ARK 21SHARES BITCOIN ETF ARKB 040919102 $4.0M 1.70% 178,708 SH
9 GALAXY DIGITAL INC. GLXY 36317J209 $2.9M 1.22% 156,705 SH
10 ISHARES GOLD TR IAU 464285204 $2.5M 1.06% 28,370 SH
11 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $2.4M 1.03% 41,173 SH
12 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 0.87% 3,155 SH
13 VANGUARD WORLD FD VGT 92204A702 $1.9M 0.82% 2,794 SH
14 ISHARES SILVER TR SLV 46428Q109 $1.8M 0.74% 25,750 SH
15 GLOBAL X FDS COPX 37954Y830 $1.2M 0.53% 16,332 SH
16 SPROTT ETF TRUST SGDM 85210B102 $1.2M 0.52% 16,400 SH
17 VANECK ETF TRUST NLR 92189F601 $1.2M 0.50% 8,971 SH
18 INVESCO QQQ TR QQQ 46090E103 $1.0M 0.43% 1,773 SH
19 ISHARES TR IEF 464287440 $857.6K 0.36% 8,986 SH
20 ISHARES TR IWV 464287689 $852.9K 0.36% 2,301 SH
21 MICROSOFT CORP MSFT 594918104 $788.1K 0.33% 2,129 SH
22 ISHARES TR AGG 464287226 $777.0K 0.33% 7,827 SH
23 GOLUB CAP BDC INC GBDC 38173M102 $759.6K 0.32% 60,000 SH
24 FIDELITY COVINGTON TRUST FIDU 316092709 $732.6K 0.31% 8,467 SH
25 FIDELITY COVINGTON TRUST FDIS 316092204 $722.9K 0.31% 7,751 SH
26 TESLA INC TSLA 88160R101 $710.0K 0.30% 1,910 SH
27 FIDELITY COVINGTON TRUST FNCL 316092501 $674.6K 0.28% 9,610 SH
28 BLACKSTONE SECD LENDING FD BXSL 09261X102 $592.2K 0.25% 25,000 SH
29 FIDELITY COVINGTON TRUST FCOM 316092873 $554.2K 0.23% 8,136 SH
30 ENERGY FUELS INC UUUU 292671708 $527.4K 0.22% 28,900 SH
31 ISHARES TR SHV 464288679 $491.6K 0.21% 4,453 SH
32 CAPITAL SOUTHWEST CORP CSWC 140501107 $453.5K 0.19% 20,500 SH
33 MIDCAP FINANCIAL INVSTMNT CO MFIC 03761U502 $449.6K 0.19% 40,000 SH
34 VANGUARD WORLD FD VDE 92204A306 $436.4K 0.18% 2,522 SH
35 SPROTT ASSET MANAGEMENT LP SPPP 85207Q104 $416.2K 0.18% 26,800 SH
36 FIDELITY COVINGTON TRUST FHLC 316092600 $337.5K 0.14% 4,797 SH
37 FS KKR CAP CORP FSK 302635206 $295.2K 0.12% 29,000 SH
38 ISHARES TR IGSB 464288646 $281.8K 0.12% 5,361 SH
39 VANECK ETF TRUST GDX 92189F106 $240.6K 0.10% 2,622 SH
40 APPLE INC AAPL 037833100 $206.8K 0.09% 815 SH
41 BWX TECHNOLOGIES INC BWXT 05605H100 $204.5K 0.09% 1,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-14 $237.0M 41 0001598176-26-000004
2025-12-31 2026-02-05 $200.2M 34 0001598176-26-000003