BAYSHORE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PANW | 7K | $1.37M |
 | AMZN | 7K | $1.52M |
 | NVDA | 5K | $974.46K |
 | MKC | 5K | $340.55K |
 | AAPL | 5K | $1.36M |
 | MSFT | 3K | $1.64M |
 | META | 3K | $1.73M |
 | ADP | 2K | $391.25K |
 | RCL | 1K | $390.77K |
 | HUM | 1K | $356.53K |
 | WDAY | 1K | $218.22K |
Palo Alto Networks, Inc.
PANW
Shares Held
7K
Value
$1.37M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.52M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$974.46K
McCormick & Company, Incorporated
MKC
Shares Held
5K
Value
$340.55K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.36M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.64M
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.73M
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$391.25K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
1K
Value
$390.77K
Humana Inc.
HUM
Shares Held
1K
Value
$356.53K
Workday, Inc.
WDAY
Shares Held
1K
Value
$218.22K