BAYPOINTE PARTNERS LLC
20 holdingsFiling period: 2026-03-31Current AUM: $74.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KMB | KIMBERLY-CLARK CORP | 100.0K | $9.6M | $10.9M | 14.69% | -- | 2026-03-31 |
| 2 | JPM | JPMORGAN CHASE & CO | 25.0K | $7.4M | $8.8M | 11.82% | -- | 2026-03-31 |
| 3 | RH | RH | 50.0K | $7.0M | $8.3M | 11.12% | +23.7K | 2026-03-31 |
| 4 | HD | HOME DEPOT INC | 20.0K | $6.6M | $6.6M | 8.92% | -6,326 | 2026-03-31 |
| 5 | CELH | CELSIUS HLDGS INC | 150.0K | $5.3M | $4.4M | 5.89% | -- | 2026-03-31 |
| 6 | LOW | LOWES COS INC | 20.0K | $4.7M | $4.2M | 5.58% | -- | 2026-03-31 |
| 7 | CL | COLGATE PALMOLIVE CO | 50.0K | $4.3M | $4.6M | 6.13% | -- | 2026-03-31 |
| 8 | — | FERRARI N V | 10.0K | $3.4M | $3.4M | 4.55% | +1.2K | 2026-03-31 |
| 9 | AN | AUTONATION INC | 15.0K | $2.9M | $3.2M | 4.28% | +6.2K | 2026-03-31 |
| 10 | DHI | D R HORTON INC | 20.0K | $2.7M | $2.9M | 3.84% | +2.4K | 2026-03-31 |
| 11 | TOL | TOLL BROTHERS INC | 20.0K | $2.7M | $2.9M | 3.92% | +2.4K | 2026-03-31 |
| 12 | WHR | WHIRLPOOL CORP | 50.0K | $2.7M | $1.9M | 2.52% | +32.4K | 2026-03-31 |
| 13 | CHWY | CHEWY INC | 84.0K | $2.3M | $1.9M | 2.55% | -- | 2026-03-31 |
| 14 | UBER | UBER TECHNOLOGIES INC | 28.0K | $2.0M | $2.0M | 2.65% | -- | 2026-03-31 |
| 15 | DPZ | DOMINOS PIZZA INC | 5.6K | $2.0M | $1.9M | 2.61% | +1.2K | 2026-03-31 |
| 16 | MTH | MERITAGE HOMES CORP | 30.0K | $1.9M | $2.1M | 2.83% | -- | 2026-03-31 |
| 17 | MCD | MCDONALDS CORP | 5.6K | $1.7M | $1.5M | 2.04% | +1.2K | 2026-03-31 |
| 18 | NKE | NIKE INC | 28.0K | $1.5M | $1.2M | 1.57% | +6.1K | 2026-03-31 |
| 19 | — | VIKING HOLDINGS LTD | 16.8K | $1.2M | $1.2M | 1.66% | -- | 2026-03-31 |
| 20 | TSCO | TRACTOR SUPPLY CO | 20.0K | $906K | $615K | 0.83% | +2.4K | 2026-03-31 |
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