Bay Bridge Capital Group, LLC Portfolio Holdings

Bay Bridge Capital Group, LLC

  • $161 Billion
  • Q4 2025

Bay Bridge Capital Group, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $26.1B, Vanguard Total Stock Market Et with a value of $9.23B, Ishares Barclays 1 3 Year Trea with a value of $7.34B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.15B, and Ishares Core S&P Mid Cap ETF with a value of $6.31B.

Examining the 13F form we can see an increase of $4.57B in the current position value, from $157B to 161B.

Bay Bridge Capital Group, LLC is based out at Pleasanton, CA

Below you can find more details about Bay Bridge Capital Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $87.6 Billion
Technology: $22.8 Billion
Financial Services: $10.6 Billion
Consumer Cyclical: $10.4 Billion
Industrials: $7.12 Billion
Communication Services: $6.92 Billion
Healthcare: $6.47 Billion
Consumer Defensive: $4.89 Billion
Other: $4.45 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.1 Billion 16.14% of portfolio
260,844
Q4 2025 Added 3.81%
$0
$9.23 Billion 5.72% of portfolio
27,518
Q4 2025 Reduced 3.21%
$0
$7.34 Billion 4.55% of portfolio
88,665
Q4 2025 Added 3.3%
$0
$7.15 Billion 4.43% of portfolio
161,000
Q4 2025 Reduced 3.58%
$0
$6.31 Billion 3.91% of portfolio
95,622
Q4 2025 Added 2.36%
$0
$6.03 Billion 3.74% of portfolio
24,496
Q4 2025 Reduced 0.08%
$0
$4.63 Billion 2.87% of portfolio
7,545
Q4 2025 Reduced 2.25%
$0
$4.5 Billion 2.79% of portfolio
89,045
Q4 2025 Added 20.46%
$0
$4.08 Billion 2.53% of portfolio
161,180
Q4 2025 Added 4.04%
$465B
$3.85 Billion 2.39% of portfolio
20,663
Q4 2025 Reduced 1.06%
$1.65T
$3.26 Billion 2.02% of portfolio
10,417
Q4 2025 Reduced 16.24%
$0
$2.9 Billion 1.8% of portfolio
62,040
Q4 2025 Reduced 2.33%
$291B
$2.5 Billion 1.55% of portfolio
4,364
Q4 2025 Reduced 0.59%
$2.39T
$2.44 Billion 1.51% of portfolio
10,569
Q4 2025 Added 1.82%
$139B
$2.26 Billion 1.4% of portfolio
6,519
Q4 2025 Reduced 1.09%
$265B
$2.07 Billion 1.28% of portfolio
2,356
Q4 2025 Added 0.04%
$1.46T
$1.98 Billion 1.23% of portfolio
6,508
Q4 2025 Reduced 1.83%
$279B
$1.99 Billion 1.23% of portfolio
17,869
Q4 2025 Added 2.08%
$64.9B
$1.89 Billion 1.17% of portfolio
52,228
Q4 2025 Added 0.43%
$0
$1.89 Billion 1.17% of portfolio
15,834
Q4 2025 Added 71.27%
$0
$1.88 Billion 1.17% of portfolio
20,612
Q4 2025 Added 13.64%
$881B
$1.84 Billion 1.14% of portfolio
5,724
Q4 2025 Added 0.92%
$170B
$1.85 Billion 1.14% of portfolio
12,025
Q4 2025 Added 0.96%
$266B
$1.8 Billion 1.11% of portfolio
6,072
Q4 2025 Reduced 0.52%
$1.29T
$1.73 Billion 1.07% of portfolio
3,842
Q4 2025 Reduced 0.65%
$1.37T
$1.69 Billion 1.05% of portfolio
2,566
Q4 2025 Added 6.78%
$91.4B
$1.68 Billion 1.04% of portfolio
10,519
Q4 2025 Added 0.98%
$38.4B
$1.68 Billion 1.04% of portfolio
4,961
Q4 2025 Reduced 2.74%
$128B
$1.67 Billion 1.03% of portfolio
17,378
Q4 2025 Added 0.34%
$40.2B
$1.63 Billion 1.01% of portfolio
5,747
Q4 2025 Reduced 28.36%
$342B
$1.61 Billion 1.0% of portfolio
9,084
Q4 2025 Reduced 0.51%
$187B
$1.6 Billion 0.99% of portfolio
9,366
Q4 2025 Added 2.15%
$662B
$1.6 Billion 0.99% of portfolio
3,177
Q4 2025 Added 5.2%
$0
$1.58 Billion 0.98% of portfolio
31,115
Q4 2025 Added 21.97%
$404B
$1.5 Billion 0.93% of portfolio
1,745
Q4 2025 Added 6.53%
$319B
$1.48 Billion 0.92% of portfolio
19,269
Q4 2025 Added 0.06%
$6.2B
$1.44 Billion 0.89% of portfolio
15,734
Q4 2025 Added 1.63%
$53.8B
$1.39 Billion 0.86% of portfolio
7,130
Q4 2025 Added 7.74%
$172B
$1.39 Billion 0.86% of portfolio
34,075
Q4 2025 Reduced 3.03%
$306B
$1.39 Billion 0.86% of portfolio
19,948
Q4 2025 Added 2.63%
$522B
$1.32 Billion 0.82% of portfolio
6,371
Q4 2025 Added 2.71%
$4.3T
$1.3 Billion 0.8% of portfolio
4,766
Q4 2025 Reduced 2.75%
$85.9B
$1.17 Billion 0.72% of portfolio
5,303
Q4 2025 Reduced 6.52%
$0
$1.02 Billion 0.63% of portfolio
13,119
Q4 2025 Reduced 3.12%
$258B
$964 Million 0.6% of portfolio
5,256
Q4 2025 Reduced 2.34%
$593B
$809 Million 0.5% of portfolio
4,149
Q4 2025 New
$32.5B
$808 Million 0.5% of portfolio
866
Q4 2025 Reduced 0.92%
$0
$693 Million 0.43% of portfolio
31,014
Q4 2025 Added 1.21%
$0
$655 Million 0.41% of portfolio
15,271
Q4 2025 Added 0.41%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $161 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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