Bayshore Capital Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals the firm holds positions in 45 different companies.
The largest position disclosed in the portfolio is USA Rare Earth Inc., where the firm holds 4,423,028 shares. The firm also holds significant positions in Vaneck ETF Trust Real Assets ETF with 309,203 shares and Vaneck ETF Trust Uranium Nuclear ETF with 49,550 shares.
Other notable holdings include Blackstone Secured Lending Fund with 76,893 shares, Blue Owl Capital Corporation with 363,505 shares, and Blue Owl Technology Finance Corp with 590,905 shares. The firm also holds a position in Space Exploration Technologies Corp (SpaceX) with 12,215 shares.
The filing lists Catherine Sanders as the Chief Compliance Officer of the firm.