Eagle Bay Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 145 distinct positions held by the firm, managed from its office in New York, New York.

The filing details a portfolio that includes a mix of individual stocks and exchange-traded funds (ETFs). Major technology holdings include Apple Inc. (AAPL), with 12,983,545 shares; Microsoft Corp. (MSFT), with 4,874,366 shares; and Nvidia Corporation (NVDA), with 3,262,859 shares. Other notable equity positions include Alphabet Inc. (GOOG and GOOGL), Amazon Com Inc. (AMZN), Meta Platforms, Inc. (META), and Broadcom Inc. (AVGO).

The portfolio also features significant exposure to ETFs, including the iShares Core S&P 500 ETF (IVV), the Invesco QQQ Trust (QQQ), and the Vanguard Total Stock Market Index Fund (VTI). International exposure is represented by positions in Taiwan Semiconductor (TSM), Sony Group (SONY), and various Vanguard emerging markets funds. The filing indicates that the firm holds a total of 1,452,896,799 shares across these positions.