BayBridge Capital Group, LLC

13F filer · CIK 0001898297

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$192MU.S. long equity reported on 13F

Positions779 new · 8 closed

Net flow last quarter-$1.29MBuys minus sells

Top 10 positions weight15.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202677 positions
QQQInvesco QQQ Trust, Series 1	$5.69M	2.97%	Not reported	+2.5%	Q4 2023
NVDANvidia Corp	$3.85M	2.01%	0.00%	-6.8%	Q4 2023
GOOGLAlphabet Inc.	$3.52M	1.83%	0.00%	-5.5%	Q4 2023
CATCaterpillar Inc	$3.48M	1.81%	0.00%	-25.1%	Q1 2024
AMZNAmazon Com Inc	$2.83M	1.47%	0.00%	+12.2%	Q4 2023
AVGOBroadcom Inc.	$2.33M	1.22%	0.00%	-5.2%	Q1 2024
GSGoldman Sachs Group Inc	$2.25M	1.17%	0.00%	-5.8%	Q1 2025
MFCManulife Financial Corp	$2.17M	1.13%	Not reported	+2.5%	Q4 2023
ASMLAsml Holding NV	$2.07M	1.08%	0.00%	+154.7%	Q3 2024
JPMJPMorgan Chase & Co	$2.02M	1.05%	0.00%	+8.0%	Q4 2023
MSFTMicrosoft Corp	$1.98M	1.03%	0.00%	+28.1%	Q4 2023
WMTWalmart Inc.	$1.93M	1.00%	0.00%	-4.8%	Q4 2023
MMM3m Co	$1.9M	0.99%	0.00%	+11.4%	Q1 2024
IBMInternational Business Machines Corp	$1.88M	0.98%	0.00%	+10.1%	Q1 2025
BRK.BBerkshire Hathaway Inc	$1.88M	0.98%	Not reported	+18.1%	Q4 2023
TJXTJX Companies Inc	$1.84M	0.96%	0.00%	+1.1%	Q4 2023
CORCencora, Inc.	$1.75M	0.91%	0.00%	+24.8%	Q4 2023
CSCOCisco Systems, Inc.	$1.72M	0.89%	0.00%	-24.2%	Q4 2023
COSTCostco Wholesale Corp	$1.71M	0.89%	0.00%	+4.8%	Q1 2024
KOCoca Cola Co	$1.71M	0.89%	0.00%	+5.5%	Q1 2024
PLTRPalantir Technologies Inc.	$1.68M	0.87%	0.00%	+58.1%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.66M	0.87%	0.00%	-46.5%	Q1 2025
JNJJohnson & Johnson	$1.61M	0.84%	0.00%	-0.4%	Q1 2024
MDTMedtronic plc	$1.6M	0.83%	0.00%	+17.6%	Q1 2025
SCHWSchwab Charles Corp	$1.54M	0.80%	0.00%	+212.0%	Q4 2023
VZVerizon Communications Inc	$1.47M	0.77%	0.00%	+2.0%	Q1 2025
MCKMckesson Corp	$1.47M	0.76%	0.00%	+268.0%	Q4 2023
HIGHartford Insurance Group, Inc.	$1.4M	0.73%	0.00%	+251.2%	Q4 2023
AAPLApple Inc.	$1.4M	0.73%	0.00%	+1.7%	Q4 2023
ORCLOracle Corp	$1.3M	0.68%	0.00%	+113.9%	Q4 2025
SCZNXG NextGen Infrastructure Income Fund	$1.12M	0.58%	Not reported	+3.4%	Q4 2023
WMWaste Management Inc	$1.11M	0.58%	0.00%	-6.2%	Q4 2023
TTETotalEnergies SE	$1.1M	0.57%	0.00%	+177.0%	Q1 2025
EXPEExpedia Group, Inc.	$1.08M	0.56%	0.00%	-26.6%	Q4 2024
PANWPalo Alto Networks Inc	$1.05M	0.55%	0.00%	+13.3%	Q4 2024
MUMicron Technology Inc	$985K	0.51%	0.00%	-56.8%	Q1 2025
INTCIntel Corp	$757K	0.39%	0.00%	-10.6%	Q4 2023
TSLATesla, Inc.	$735K	0.38%	0.00%	-54.5%	Q4 2023
RYRoyal Bank of Canada	$720K	0.38%	0.00%	New	Q2 2026
RTXRTX Corp	$717K	0.37%	0.00%	-28.1%	Q4 2024
JBLJabil Inc	$691K	0.36%	0.00%	-23.5%	Q4 2023
WMBWilliams Companies, Inc.	$670K	0.35%	0.00%	+58.1%	Q1 2025
EGEverest Group, Ltd.	$657K	0.34%	0.00%	+80.9%	Q4 2023
QBTSD-Wave Quantum Inc.	$654K	0.34%	0.01%	+43.3%	Q1 2025
CEGConstellation Energy Corp	$618K	0.32%	0.00%	+55.1%	Q4 2023
LQDALiquidia Corp	$610K	0.32%	0.01%	-12.5%	Q4 2025
LNGCheniere Energy, Inc.	$587K	0.31%	0.00%	-65.6%	Q4 2023
MDLZMondelez International, Inc.	$585K	0.30%	0.00%	New	Q2 2026
JXNJackson Financial Inc.	$583K	0.30%	0.01%	+131.1%	Q3 2025
VSTVistra Corp.	$576K	0.30%	0.00%	+70.4%	Q1 2025

Q1 2026Reported Apr 14, 202676 positions
QQQInvesco QQQ Trust, Series 1	$4.63M	2.87%	Not reported	Not reported	Q4 2023
NVDANvidia Corp	$3.85M	2.39%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$3.26M	2.02%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$2.5M	1.55%	0.00%	Not reported	Q1 2024
AMZNAmazon Com Inc	$2.44M	1.51%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$2.26M	1.40%	0.00%	Not reported	Q1 2024
GSGoldman Sachs Group Inc	$2.07M	1.28%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$2.01M	1.24%	0.00%	Not reported	Q4 2023
WMTWalmart Inc.	$1.99M	1.23%	0.00%	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.98M	1.23%	0.00%	Not reported	Q1 2025
MFCManulife Financial Corp	$1.89M	1.17%	Not reported	Not reported	Q4 2023
TJXTJX Companies Inc	$1.85M	1.14%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$1.84M	1.14%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$1.8M	1.11%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$1.73M	1.07%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$1.69M	1.05%	Not reported	Not reported	Q4 2023
MMM3m Co	$1.68M	1.04%	0.00%	Not reported	Q1 2024
CORCencora, Inc.	$1.68M	1.04%	0.00%	Not reported	Q4 2023
MDTMedtronic plc	$1.67M	1.03%	0.00%	Not reported	Q1 2025
EXPEExpedia Group, Inc.	$1.63M	1.01%	0.01%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$1.61M	1.00%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$1.6M	0.99%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.6M	0.99%	Not reported	Not reported	Q4 2023
COSTCostco Wholesale Corp	$1.5M	0.93%	0.00%	Not reported	Q1 2024
CSCOCisco Systems, Inc.	$1.48M	0.92%	0.00%	Not reported	Q4 2023
ORLYO Reilly Automotive Inc	$1.44M	0.89%	0.00%	Not reported	Q1 2025
KOCoca Cola Co	$1.39M	0.86%	0.00%	Not reported	Q1 2024
VZVerizon Communications Inc	$1.39M	0.86%	0.00%	Not reported	Q1 2025
LNGCheniere Energy, Inc.	$1.39M	0.86%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$1.32M	0.82%	0.00%	Not reported	Q1 2024
AAPLApple Inc.	$1.3M	0.80%	0.00%	Not reported	Q4 2023
WMWaste Management Inc	$1.17M	0.72%	0.00%	Not reported	Q4 2023
SCZNXG NextGen Infrastructure Income Fund	$1.02M	0.63%	Not reported	Not reported	Q4 2023
RTXRTX Corp	$964K	0.60%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$809K	0.50%	0.00%	Not reported	Q4 2025
FIXComfort Systems USA Inc	$808K	0.50%	0.00%	Not reported	Q4 2023
CEGConstellation Energy Corp	$567K	0.35%	0.00%	Not reported	Q4 2023
MUMicron Technology Inc	$564K	0.35%	0.00%	Not reported	Q1 2025
JBLJabil Inc	$535K	0.33%	0.00%	Not reported	Q4 2023
SCHWSchwab Charles Corp	$533K	0.33%	0.00%	Not reported	Q4 2023
PANWPalo Alto Networks Inc	$502K	0.31%	0.00%	Not reported	Q4 2024
QBTSD-Wave Quantum Inc.	$497K	0.31%	0.01%	Not reported	Q1 2025
FLEXFlex Ltd.	$457K	0.28%	0.00%	Not reported	Q4 2024
ASMLAsml Holding NV	$437K	0.27%	0.00%	Not reported	Q3 2024
MCKMckesson Corp	$433K	0.27%	0.00%	Not reported	Q4 2023
ALBAlbemarle Corp	$431K	0.27%	0.00%	Not reported	Q3 2025
OKLOOklo Inc.	$418K	0.26%	0.00%	Not reported	Q1 2025
HIGHartford Insurance Group, Inc.	$415K	0.26%	0.00%	Not reported	Q4 2023
MARMarriott International Inc	$407K	0.25%	0.00%	Not reported	Q3 2024
LEUCentrus Energy Corp	$381K	0.24%	0.01%	Not reported	Q1 2025

Q4 2025Reported Jan 16, 202676 positions
QQQInvesco QQQ Trust, Series 1	$4.63M	2.87%	Not reported	-2.3%	Q4 2023
NVDANvidia Corp	$3.85M	2.39%	0.00%	-1.1%	Q4 2023
GOOGLAlphabet Inc.	$3.26M	2.02%	0.00%	-16.2%	Q4 2023
CATCaterpillar Inc	$2.5M	1.55%	0.00%	-0.6%	Q1 2024
AMZNAmazon Com Inc	$2.44M	1.51%	0.00%	+1.8%	Q4 2023
AVGOBroadcom Inc.	$2.26M	1.40%	0.00%	-1.1%	Q1 2024
GSGoldman Sachs Group Inc	$2.07M	1.28%	0.00%	0.0%	Q1 2025
MSFTMicrosoft Corp	$2.01M	1.24%	0.00%	+2.1%	Q4 2023
WMTWalmart Inc.	$1.99M	1.23%	0.00%	+2.1%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.98M	1.23%	0.00%	-1.8%	Q1 2025
MFCManulife Financial Corp	$1.89M	1.17%	Not reported	+0.4%	Q4 2023
TJXTJX Companies Inc	$1.85M	1.14%	0.00%	+1.0%	Q4 2023
JPMJPMorgan Chase & Co	$1.84M	1.14%	0.00%	+0.9%	Q4 2023
IBMInternational Business Machines Corp	$1.8M	1.11%	0.00%	-0.5%	Q1 2025
TSLATesla, Inc.	$1.73M	1.07%	0.00%	-0.7%	Q4 2023
METAMeta Platforms, Inc.	$1.69M	1.05%	Not reported	+6.8%	Q4 2023
MMM3m Co	$1.68M	1.04%	0.00%	+1.0%	Q1 2024
CORCencora, Inc.	$1.68M	1.04%	0.00%	-2.7%	Q4 2023
MDTMedtronic plc	$1.67M	1.03%	0.00%	+0.3%	Q1 2025
EXPEExpedia Group, Inc.	$1.63M	1.01%	0.00%	-28.4%	Q4 2024
PLTRPalantir Technologies Inc.	$1.61M	1.00%	0.00%	-0.5%	Q4 2023
QCOMQualcomm Inc	$1.6M	0.99%	0.00%	+2.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.6M	0.99%	Not reported	+5.2%	Q4 2023
COSTCostco Wholesale Corp	$1.5M	0.93%	0.00%	+6.5%	Q1 2024
CSCOCisco Systems, Inc.	$1.48M	0.92%	0.00%	+0.1%	Q4 2023
ORLYO Reilly Automotive Inc	$1.44M	0.89%	0.00%	+1.6%	Q1 2025
KOCoca Cola Co	$1.39M	0.86%	0.00%	+2.6%	Q1 2024
VZVerizon Communications Inc	$1.39M	0.86%	0.00%	-3.0%	Q1 2025
LNGCheniere Energy, Inc.	$1.39M	0.86%	0.00%	+7.7%	Q4 2023
JNJJohnson & Johnson	$1.32M	0.82%	0.00%	+2.7%	Q1 2024
AAPLApple Inc.	$1.3M	0.80%	0.00%	-2.8%	Q4 2023
WMWaste Management Inc	$1.17M	0.72%	0.00%	-6.5%	Q4 2023
SCZNXG NextGen Infrastructure Income Fund	$1.02M	0.63%	Not reported	-3.1%	Q4 2023
RTXRTX Corp	$964K	0.60%	0.00%	-2.3%	Q4 2024
ORCLOracle Corp	$809K	0.50%	0.00%	New	Q4 2025
FIXComfort Systems USA Inc	$808K	0.50%	0.00%	-0.9%	Q4 2023
CEGConstellation Energy Corp	$567K	0.35%	0.00%	+0.9%	Q4 2023
MUMicron Technology Inc	$564K	0.35%	0.00%	-36.7%	Q1 2025
JBLJabil Inc	$535K	0.33%	0.00%	-6.5%	Q4 2023
SCHWSchwab Charles Corp	$533K	0.33%	0.00%	-6.5%	Q4 2023
PANWPalo Alto Networks Inc	$502K	0.31%	0.00%	-9.7%	Q4 2024
QBTSD-Wave Quantum Inc.	$497K	0.31%	0.01%	-40.0%	Q1 2025
FLEXFlex Ltd.	$457K	0.28%	0.00%	-0.8%	Q4 2024
ASMLAsml Holding NV	$437K	0.27%	0.00%	-1.2%	Q3 2024
MCKMckesson Corp	$433K	0.27%	0.00%	-6.1%	Q4 2023
ALBAlbemarle Corp	$431K	0.27%	0.00%	-1.2%	Q3 2025
OKLOOklo Inc.	$418K	0.26%	0.00%	-30.9%	Q1 2025
HIGHartford Insurance Group, Inc.	$415K	0.26%	0.00%	-3.3%	Q4 2023
MARMarriott International Inc	$407K	0.25%	0.00%	-1.4%	Q3 2024
LEUCentrus Energy Corp	$381K	0.24%	0.01%	Not reported	Q1 2025

Q3 2025Reported Oct 15, 202576 positions
QQQInvesco QQQ Trust, Series 1	$4.63M	2.96%	Not reported	-3.4%	Q4 2023
NVDANvidia Corp	$3.9M	2.48%	0.00%	-10.3%	Q4 2023
GOOGLAlphabet Inc.	$3.02M	1.93%	0.00%	-9.5%	Q4 2023
AMZNAmazon Com Inc	$2.28M	1.45%	0.00%	+28.9%	Q4 2023
AVGOBroadcom Inc.	$2.17M	1.39%	0.00%	-22.7%	Q1 2024
MSFTMicrosoft Corp	$2.11M	1.34%	0.00%	-20.7%	Q4 2023
CATCaterpillar Inc	$2.09M	1.34%	0.00%	-4.5%	Q1 2024
GSGoldman Sachs Group Inc	$1.88M	1.20%	0.00%	-13.7%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.85M	1.18%	0.00%	-26.4%	Q1 2025
WMTWalmart Inc.	$1.8M	1.15%	0.00%	-5.9%	Q4 2023
JPMJPMorgan Chase & Co	$1.79M	1.14%	0.00%	-10.4%	Q4 2023
METAMeta Platforms, Inc.	$1.77M	1.13%	Not reported	-11.1%	Q4 2023
IBMInternational Business Machines Corp	$1.72M	1.10%	0.00%	+15.5%	Q1 2025
TJXTJX Companies Inc	$1.72M	1.10%	0.00%	-5.8%	Q4 2023
TSLATesla, Inc.	$1.72M	1.10%	0.00%	+139.6%	Q4 2023
EXPEExpedia Group, Inc.	$1.71M	1.09%	0.01%	-11.6%	Q4 2024
ORLYO Reilly Automotive Inc	$1.67M	1.06%	0.00%	+1.3%	Q1 2025
PLTRPalantir Technologies Inc.	$1.67M	1.06%	0.00%	-56.0%	Q4 2023
MDTMedtronic plc	$1.65M	1.05%	0.00%	+1.3%	Q1 2025
MFCManulife Financial Corp	$1.62M	1.03%	Not reported	-0.4%	Q4 2023
MMM3m Co	$1.62M	1.03%	0.00%	-3.7%	Q1 2024
CORCencora, Inc.	$1.59M	1.02%	0.00%	-12.5%	Q4 2023
LNGCheniere Energy, Inc.	$1.55M	0.99%	0.00%	-4.8%	Q4 2023
VZVerizon Communications Inc	$1.54M	0.98%	0.00%	+3.9%	Q1 2025
QCOMQualcomm Inc	$1.53M	0.97%	0.00%	-3.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.52M	0.97%	Not reported	-0.5%	Q4 2023
COSTCostco Wholesale Corp	$1.52M	0.97%	0.00%	-11.7%	Q1 2024
CSCOCisco Systems, Inc.	$1.32M	0.84%	0.00%	+119.9%	Q4 2023
KOCoca Cola Co	$1.29M	0.82%	0.00%	+105.5%	Q1 2024
WMWaste Management Inc	$1.25M	0.80%	0.00%	-0.3%	Q4 2023
AAPLApple Inc.	$1.25M	0.80%	0.00%	-0.2%	Q4 2023
JNJJohnson & Johnson	$1.15M	0.73%	0.00%	Not reported	Q1 2024
SCZNXG NextGen Infrastructure Income Fund	$1.04M	0.66%	Not reported	-11.0%	Q4 2023
OKLOOklo Inc.	$940K	0.60%	0.01%	-38.7%	Q1 2025
RTXRTX Corp	$901K	0.57%	0.00%	-51.7%	Q4 2024
QBTSD-Wave Quantum Inc.	$784K	0.50%	0.01%	-26.7%	Q1 2025
FIXComfort Systems USA Inc	$721K	0.46%	0.00%	-38.7%	Q4 2023
PANWPalo Alto Networks Inc	$615K	0.39%	0.00%	+2.0%	Q4 2024
JBLJabil Inc	$545K	0.35%	0.00%	-29.5%	Q4 2023
SCHWSchwab Charles Corp	$545K	0.35%	0.00%	-19.7%	Q4 2023
CEGConstellation Energy Corp	$523K	0.33%	0.00%	-5.0%	Q4 2023
MUMicron Technology Inc	$522K	0.33%	0.00%	-4.2%	Q1 2025
LEUCentrus Energy Corp	$487K	0.31%	0.01%	-67.4%	Q1 2025
FLEXFlex Ltd.	$442K	0.28%	0.00%	-33.1%	Q4 2024
MCKMckesson Corp	$434K	0.28%	0.00%	-22.1%	Q4 2023
HPQHP Inc	$417K	0.27%	0.00%	-72.5%	Q1 2025
HIGHartford Insurance Group, Inc.	$416K	0.27%	0.00%	-17.4%	Q4 2023
VSTVistra Corp.	$407K	0.26%	0.00%	-11.1%	Q1 2025
SNEXStoneX Group Inc.	$400K	0.26%	0.00%	-28.8%	Q3 2024
ASMLAsml Holding NV	$400K	0.25%	0.00%	-22.2%	Q3 2024

Premium opens every quarter this fund has filed