Baypointe Partners LLC Top Holdings and 13F Report (2026) About Baypointe Partners LLCInvestment ActivityBaypointe Partners LLC has $41.72 million in total holdings as of June 30, 2026.Baypointe Partners LLC owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 32.91% of the portfolio was purchased this quarter.About 111.58% of the portfolio was sold this quarter.This quarter, Baypointe Partners LLC has purchased 20 new stocks and bought additional shares in 4 stocks.Baypointe Partners LLC sold shares of 7 stocks and completely divested from 8 stocks this quarter.Largest Holdings Home Depot $7,053,600Ulta Beauty $6,764,700JPMorgan Chase & Co. $6,546,600DOMINOS PIZZA INC $4,229,227Uber Technologies $2,577,122 Largest New Holdings this Quarter 90384S303 - Ulta Beauty $6,764,700 Holding931142103 - WALMART INC $2,022,484 Holding713448108 - PepsiCo $1,354,000 Holding Largest Purchases this Quarter Ulta Beauty 15,000 shares (about $6.76M)DOMINOS PIZZA INC 8,686 shares (about $2.57M)WALMART INC 17,857 shares (about $2.02M)PepsiCo 10,000 shares (about $1.35M)Uber Technologies 7,714 shares (about $556.64K) Largest Sales this Quarter KIMBERLY-CLARK CORP 90,000 shares (about $9.88M)RH 35,714 shares (about $5.88M)Colgate-Palmolive 40,000 shares (about $3.67M)Celsius 100,000 shares (about $2.93M)JPMorgan Chase & Co. 5,000 shares (about $1.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaypointe Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHDHome Depot$7,053,6000.0%20,00016.9%Consumer DiscretionaryULTAUlta Beauty$6,764,700$6,764,700 â–²New Holding15,00016.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$6,546,600$1,636,650 â–¼-20.0%20,00015.7%FinanceDOMINOS PIZZA INC$4,229,227$2,571,403 â–²155.1%14,28610.1%COMUBERUber Technologies$2,577,122$556,642 â–²27.6%35,7146.2%IndustrialsRHRH$2,353,333$5,883,168 â–¼-71.4%14,2865.6%Consumer DiscretionaryWALMART INC$2,022,484$2,022,484 â–²New Holding17,8574.8%COMMCDMcDonald's$1,930,554$416,818 â–²27.5%7,1424.6%Consumer DiscretionaryCELHCelsius$1,464,000$2,928,000 â–¼-66.7%50,0003.5%Consumer StaplesCHWYChewy$1,403,580$247,020 â–¼-15.0%71,4293.4%Consumer DiscretionaryPEPPepsiCo$1,354,000$1,354,000 â–²New Holding10,0003.2%Consumer StaplesANAutoNation$1,326,912$1,459,938 â–¼-52.4%7,1423.2%Consumer DiscretionaryKIMBERLY-CLARK CORP$1,097,700$9,879,300 â–¼-90.0%10,0002.6%COMCLColgate-Palmolive$916,800$3,667,200 â–¼-80.0%10,0002.2%Consumer StaplesTSCOTractor Supply$677,371$45,171 â–²7.1%21,4291.6%Consumer DiscretionaryLOWLowe's Companies$0$4,725,600 â–¼-100.0%00.0%Consumer DiscretionaryRACEFerrari$0$3,384,500 â–¼-100.0%00.0%Consumer DiscretionaryDHID.R. Horton$0$2,744,400 â–¼-100.0%00.0%Consumer DiscretionaryTOLToll Brothers$0$2,729,400 â–¼-100.0%00.0%Consumer DiscretionaryWHRWhirlpool$0$2,696,000 â–¼-100.0%00.0%Consumer DiscretionaryMTHMeritage Homes$0$1,855,200 â–¼-100.0%00.0%Consumer DiscretionaryNKENIKE$0$1,478,960 â–¼-100.0%00.0%Consumer DiscretionaryVIKING HOLDINGS LTD$0$1,234,464 â–¼-100.0%00.0%ORD SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
