# BAYWOOD SOCIALLYRESPONSIBLE FUND

BAYWOOD SOCIALLYRESPONSIBLE FUND is a registered fund series of FORUM FUNDS II (series S000051874). Net assets $26.3M as of 2026-03-31.

## Profile

- Series ID: S000051874
- Registrant: FORUM FUNDS II
- LEI: 254900P9QNLN67PBOM73
- Net assets: $26.3M
- Total assets: $26.3M
- As of: 2026-03-31

## Advisers

- [SKBA Capital Management LLC (Advisor)](https://search.stillhousedata.com/firm/108542)

## Top holdings (104 reported)

_Showing 15 of 104 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [First American Government Obligations Fund](https://search.stillhousedata.com/security/31846V336) | TMPXX | $1.4M | 541.68% |
| [First American Government Obligations Fund](https://search.stillhousedata.com/security/31846V336) | TMPXX | $1.4M | 541.68% |
| [Kontoor Brands Inc](https://search.stillhousedata.com/security/50050N103) | — | $1.0M | 382.30% |
| [Kontoor Brands Inc](https://search.stillhousedata.com/security/50050N103) | — | $1.0M | 382.30% |
| [Texas Pacific Land Corp](https://search.stillhousedata.com/security/88262P102) | — | $997K | 379.04% |
| [Texas Pacific Land Corp](https://search.stillhousedata.com/security/88262P102) | — | $997K | 379.04% |
| [W R Berkley Corp](https://search.stillhousedata.com/security/084423102) | — | $951K | 361.75% |
| [W R Berkley Corp](https://search.stillhousedata.com/security/084423102) | — | $951K | 361.75% |
| [Kinder Morgan Inc](https://search.stillhousedata.com/security/49456B101) | — | $818K | 311.17% |
| [Kinder Morgan Inc](https://search.stillhousedata.com/security/49456B101) | — | $818K | 311.17% |
| [Healthcare Realty Trust Inc](https://search.stillhousedata.com/security/42226K105) | — | $810K | 308.24% |
| [Healthcare Realty Trust Inc](https://search.stillhousedata.com/security/42226K105) | — | $810K | 308.24% |
| [AT&T Inc](https://search.stillhousedata.com/security/00206R102) | — | $803K | 305.43% |
| [AT&T Inc](https://search.stillhousedata.com/security/00206R102) | — | $803K | 305.43% |
| [CME Group Inc](https://search.stillhousedata.com/security/12572Q105) | — | $797K | 303.30% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $26.3M |
| 2025-12-31 | $26.5M |
| 2025-09-30 | $26.0M |
| 2025-06-30 | $23.4M |
| 2025-03-31 | $18.9M |
| 2024-12-31 | $8.7M |
| 2024-09-30 | $9.0M |
| 2024-06-30 | $8.4M |

## More

- [Registrant: FORUM FUNDS II](https://search.stillhousedata.com/registrant/1576367)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000051874.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.