Baypointe Partners LLC Top Holdings and 13F Report (2026) About Baypointe Partners LLCInvestment ActivityBaypointe Partners LLC has $12.36 million in total holdings as of September 30, 2026.Baypointe Partners LLC owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 43.83% of the portfolio was purchased this quarter.About 264.51% of the portfolio was sold this quarter.This quarter, Baypointe Partners LLC has purchased 15 new stocks and bought additional shares in 1 stock.Baypointe Partners LLC sold shares of 5 stocks and completely divested from 9 stocks this quarter.Largest Holdings VIKING HOLDINGS LTD $2,349,900Home Depot $1,991,430McDonald's $1,732,050JPMorgan Chase & Co. $1,654,150Alphabet $1,032,240 Largest New Holdings this Quarter G93A5A101 - VIKING HOLDINGS LTD $2,349,900 Holding02079K305 - Alphabet $1,032,240 Holding023135106 - Amazon.com $747,450 Holding974155103 - Wingstop $526,850 Holding23331A109 - D.R. Horton $341,625 Holding Largest Purchases this Quarter VIKING HOLDINGS LTD 30,000 shares (about $2.35M)Alphabet 3,000 shares (about $1.03M)Amazon.com 3,000 shares (about $747.45K)Wingstop 5,000 shares (about $526.85K)D.R. Horton 2,500 shares (about $341.63K) Largest Sales this Quarter JPMorgan Chase & Co. 15,000 shares (about $4.96M)Home Depot 13,000 shares (about $3.70M)Uber Technologies 30,714 shares (about $2.10M)WALMART INC 12,857 shares (about $1.34M)AutoNation 2,142 shares (about $337.24K) 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 PortfolioSectorVIKING HOLDINGS LTD$2,349,900$2,349,900 ▲New Holding30,00019.0%ORD SHSHDHome Depot$1,991,430$3,698,370 ▼-65.0%7,00016.1%Consumer DiscretionaryMCDMcDonald's$1,732,050$82,677 ▲5.0%7,50014.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,654,150$4,962,450 ▼-75.0%5,00013.4%FinanceGOOGLAlphabet$1,032,240$1,032,240 ▲New Holding3,0008.4%Communication ServicesANAutoNation$787,200$337,236 ▼-30.0%5,0006.4%Consumer DiscretionaryAMZNAmazon.com$747,450$747,450 ▲New Holding3,0006.0%Consumer DiscretionaryWINGWingstop$526,850$526,850 ▲New Holding5,0004.3%Consumer DiscretionaryWALMART INC$519,600$1,336,099 ▼-72.0%5,0004.2%COMUBERUber Technologies$342,550$2,104,216 ▼-86.0%5,0002.8%IndustrialsDHID.R. Horton$341,625$341,625 ▲New Holding2,5002.8%Consumer DiscretionaryTOLToll Brothers$336,875$336,875 ▲New Holding2,5002.7%Consumer DiscretionaryULTAUlta Beauty$0$6,764,700 ▼-100.0%00.0%Consumer DiscretionaryDOMINOS PIZZA INC$0$4,229,227 ▼-100.0%00.0%COMRHRH$0$2,353,333 ▼-100.0%00.0%Consumer DiscretionaryCELHCelsius$0$1,464,000 ▼-100.0%00.0%Consumer StaplesCHWYChewy$0$1,403,580 ▼-100.0%00.0%Consumer DiscretionaryPEPPepsiCo$0$1,354,000 ▼-100.0%00.0%Consumer StaplesKIMBERLY-CLARK CORP$0$1,097,700 ▼-100.0%00.0%COMCLColgate-Palmolive$0$916,800 ▼-100.0%00.0%Consumer StaplesTSCOTractor Supply$0$677,371 ▼-100.0%00.0%Consumer DiscretionaryShowing 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.
