Baypointe Partners as of June 30, 2026
Portfolio Holdings for Baypointe Partners
Baypointe Partners holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 16.9 | $7.1M | 20k | 352.68 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 16.2 | $6.8M | 15k | 450.98 | |
| JPMorgan Chase & Co. (JPM) | 15.7 | $6.5M | 20k | 327.33 | |
| Domino's Pizza (DPZ) | 10.1 | $4.2M | 14k | 296.04 | |
| Uber Technologies (UBER) | 6.2 | $2.6M | 36k | 72.16 | |
| Rh (RH) | 5.6 | $2.4M | 14k | 164.73 | |
| Wal-Mart Stores (WMT) | 4.8 | $2.0M | 18k | 113.26 | |
| McDonald's Corporation (MCD) | 4.6 | $1.9M | 7.1k | 270.31 | |
| Celsius Hldgs Com New (CELH) | 3.5 | $1.5M | 50k | 29.28 | |
| Chewy Cl A (CHWY) | 3.4 | $1.4M | 71k | 19.65 | |
| Pepsi (PEP) | 3.2 | $1.4M | 10k | 135.40 | |
| AutoNation (AN) | 3.2 | $1.3M | 7.1k | 185.79 | |
| Kimberly-Clark Corporation (KMB) | 2.6 | $1.1M | 10k | 109.77 | |
| Colgate-Palmolive Company (CL) | 2.2 | $917k | 10k | 91.68 | |
| Tractor Supply Company (TSCO) | 1.6 | $677k | 21k | 31.61 |
