BAYSHORE ASSET MANAGEMENT, LLC - Portfolio Stock Holdings

BAYSHORE ASSET MANAGEMENT, LLC disclosed 52 stock positions in a recent SEC 13F filing. $279,804,326 of stock holdings were filed, with the largest holdings including DFAT, DFAC, and DFUV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $740,057,030 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.