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Fundamental Invs shares owned by Eagle Bay Advisors

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Eagle Bay Advisors from 13F filings

Historical chart of Eagle Bay Advisors investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Eagle Bay Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Eagle Bay Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 340 85.36

More positions owned by Eagle Bay Advisors

Apple Stock (AAPL)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Loomis Sayles Investment Grade Bond Y Mutual Fund (LSIIX)
Lazard Global Listed Infrastructure Instl Mutual Fund (GLIFX)
Tesla Stock (TSLA)
Baird Intermediate Bond Inv Mutual Fund (BIMSX)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Microsoft Corp Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Lord Abbett Inflation Focused I Mutual Fund (LIFIX)
iShares Select Dividend ETF Etf (DVY)
MainStay MacKay US Infrastructure Bond I Mutual Fund (MGOIX)
SPDR Bloomberg 3-12 Month T-Bill ETF Etf (BILS)
Uber Technologies Stock (UBER)
Schwab US TIPS ETF Etf (SCHP)

View all positions for Eagle Bay Advisors

Top funds holding Fundamental Invs

Coston, McIsaac & Partners
Amarillo National Bank
Ferguson Wellman Capital Management
North Star Asset Management
Tucker Asset Management
Financial Gravity Companies
Financial Gravity Wealth
Game Plan Financial Advisors
Eagle Bay Advisors

View all funds holding Fundamental Invs