Bay Rivers Group
Latest statistics and disclosures from Bay Rivers Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, AVGO, USMV, GOOGL, and represent 27.90% of Bay Rivers Group's stock portfolio.
- Added to shares of these 10 stocks: NFLX, BINC, NOW, BE, AVGO, LRCX, AAPL, COST, TWLO, META.
- Started 8 new stock positions in LMT, STX, IAUM, MRK, FEMY, TWLO, BE, GCT.
- Reduced shares in these 10 stocks: TLT, VUG, CLS, SPLV, , MOD, XLF, NVDA, O, APP.
- Sold out of its positions in SPLV, ORCL.
- Bay Rivers Group was a net buyer of stock by $9.5M.
- Bay Rivers Group has $247M in assets under management (AUM), dropping by 4.11%.
- Central Index Key (CIK): 0001798924
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Portfolio Holdings for Bay Rivers Group
Bay Rivers Group holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $18M | 65k | 271.86 |
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| NVIDIA Corporation (NVDA) | 6.8 | $17M | 90k | 186.50 |
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| Broadcom (AVGO) | 6.7 | $17M | +2% | 48k | 346.10 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.9 | $9.7M | 103k | 94.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $8.3M | 27k | 313.00 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 3.1 | $7.6M | +32% | 144k | 52.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $7.5M | 12k | 614.30 |
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| Microsoft Corporation (MSFT) | 3.0 | $7.3M | +3% | 15k | 483.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.7 | $6.6M | 30k | 219.78 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $6.6M | 9.7k | 681.91 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.7 | $6.6M | 18k | 360.13 |
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| Meta Platforms Cl A (META) | 2.6 | $6.4M | +4% | 9.7k | 660.12 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.4 | $6.0M | -13% | 69k | 87.16 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.4 | $5.8M | 12k | 480.56 |
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| Advanced Micro Devices (AMD) | 2.3 | $5.7M | +2% | 27k | 214.16 |
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| Amazon (AMZN) | 2.3 | $5.6M | 24k | 230.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $5.4M | -9% | 11k | 487.85 |
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| Costco Wholesale Corporation (COST) | 2.2 | $5.4M | +5% | 6.2k | 862.29 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $5.2M | 71k | 74.07 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.1 | $5.2M | +3% | 24k | 211.79 |
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| Palantir Technologies Cl A (PLTR) | 2.0 | $4.9M | 28k | 177.75 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.9 | $4.8M | 8.0k | 603.24 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.9 | $4.6M | 55k | 83.75 |
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| Celestica (CLS) | 1.7 | $4.2M | -8% | 14k | 295.61 |
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| Lam Research Corp Com New (LRCX) | 1.7 | $4.2M | +9% | 25k | 171.18 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.6 | $4.0M | +3% | 26k | 154.80 |
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| Netflix (NFLX) | 1.4 | $3.3M | +868% | 36k | 93.76 |
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| Amgen (AMGN) | 1.3 | $3.1M | 9.5k | 327.30 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.2 | $2.9M | -5% | 53k | 54.77 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $2.9M | 19k | 154.14 |
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| Home Depot (HD) | 1.0 | $2.5M | 7.4k | 344.10 |
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| salesforce (CRM) | 1.0 | $2.5M | -3% | 9.4k | 264.90 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $2.2M | 25k | 88.49 |
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| Servicenow (NOW) | 0.9 | $2.1M | +385% | 14k | 153.19 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $2.0M | 6.0k | 335.27 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.9M | 6.0k | 322.22 |
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| Tesla Motors (TSLA) | 0.7 | $1.7M | 3.7k | 449.72 |
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| Boeing Company (BA) | 0.7 | $1.6M | 7.5k | 217.12 |
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| Sterling Construction Company (STRL) | 0.6 | $1.5M | +4% | 5.0k | 306.23 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $1.5M | -8% | 2.2k | 673.82 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.4M | 12k | 111.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.2M | +19% | 2.0k | 627.04 |
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| Realty Income (O) | 0.4 | $944k | -13% | 17k | 56.37 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $935k | +35% | 16k | 57.24 |
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| Johnson & Johnson (JNJ) | 0.3 | $817k | 3.9k | 206.95 |
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| Bank of America Corporation (BAC) | 0.3 | $769k | 14k | 55.00 |
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| Royce Value Trust (RVT) | 0.3 | $756k | +3% | 47k | 16.10 |
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| Bloom Energy Corp Com Cl A (BE) | 0.3 | $678k | NEW | 7.8k | 86.89 |
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| Pepsi (PEP) | 0.3 | $674k | 4.7k | 143.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $665k | -4% | 2.1k | 313.80 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $649k | 2.1k | 303.89 |
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| Powell Industries (POWL) | 0.3 | $638k | 2.0k | 318.78 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.3 | $633k | +19% | 20k | 32.05 |
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| Modine Manufacturing (MOD) | 0.2 | $613k | -26% | 4.6k | 133.51 |
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| M/I Homes (MHO) | 0.2 | $606k | 4.7k | 127.95 |
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| TowneBank (TOWN) | 0.2 | $580k | 17k | 33.37 |
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| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.2 | $576k | +46% | 28k | 20.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $570k | 4.0k | 143.53 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $551k | +48% | 2.2k | 250.31 |
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| Ge Aerospace Com New (GE) | 0.2 | $544k | +10% | 1.8k | 308.05 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $538k | 2.9k | 183.40 |
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| Markel Corporation (MKL) | 0.2 | $527k | 245.00 | 2149.65 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $520k | +6% | 6.3k | 82.81 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $516k | -5% | 388.00 | 1329.85 |
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| Procter & Gamble Company (PG) | 0.2 | $509k | 3.6k | 143.31 |
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| Dominion Resources (D) | 0.2 | $478k | 8.2k | 58.59 |
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| Booking Holdings (BKNG) | 0.2 | $471k | -2% | 88.00 | 5355.33 |
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| BP Sponsored Adr (BP) | 0.2 | $452k | 13k | 34.73 |
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| Power Solutions Intl Com New (PSIX) | 0.2 | $445k | +64% | 7.8k | 57.14 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $440k | 3.7k | 120.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $439k | 874.00 | 502.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $394k | +51% | 14k | 27.43 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $373k | +95% | 3.1k | 119.41 |
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| Lowe's Companies (LOW) | 0.1 | $365k | 1.5k | 241.16 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $358k | 2.1k | 168.73 |
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| Palo Alto Networks (PANW) | 0.1 | $357k | 1.9k | 184.20 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $341k | -4% | 974.00 | 349.99 |
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| AFLAC Incorporated (AFL) | 0.1 | $325k | 2.9k | 110.27 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $296k | +5% | 2.1k | 143.89 |
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| Cisco Systems (CSCO) | 0.1 | $290k | -9% | 3.8k | 77.03 |
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| Reddit Cl A (RDDT) | 0.1 | $273k | 1.2k | 229.87 |
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| Twilio Cl A (TWLO) | 0.1 | $271k | NEW | 1.9k | 142.24 |
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| General Dynamics Corporation (GD) | 0.1 | $251k | +7% | 745.00 | 336.66 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $248k | NEW | 5.8k | 42.99 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $246k | 520.00 | 473.30 |
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| Gigacloud Technology Class A Ord (GCT) | 0.1 | $233k | NEW | 5.9k | 39.28 |
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| Merck & Co (MRK) | 0.1 | $232k | NEW | 2.2k | 105.26 |
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| Chevron Corporation (CVX) | 0.1 | $232k | 1.5k | 152.41 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $228k | 3.9k | 58.12 |
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| Enterprise Products Partners (EPD) | 0.1 | $224k | 7.0k | 32.06 |
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| Mind Medicine Mindmed Com New (MNMD) | 0.1 | $214k | +14% | 16k | 13.39 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $214k | NEW | 776.00 | 275.39 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $213k | NEW | 440.00 | 483.67 |
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| Opendoor Technologies (OPEN) | 0.1 | $125k | +52% | 21k | 5.83 |
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| Bigbear Ai Hldgs (BBAI) | 0.0 | $59k | 11k | 5.40 |
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| Milestone Pharmaceuticals (MIST) | 0.0 | $58k | +72% | 29k | 2.02 |
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| Femasys (FEMY) | 0.0 | $19k | NEW | 33k | 0.58 |
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Past Filings by Bay Rivers Group
SEC 13F filings are viewable for Bay Rivers Group going back to 2019
- Bay Rivers Group 2025 Q4 filed Jan. 7, 2026
- Bay Rivers Group 2025 Q3 filed Oct. 8, 2025
- Bay Rivers Group 2025 Q2 filed July 9, 2025
- Bay Rivers Group 2025 Q1 filed April 10, 2025
- Bay Rivers Group 2024 Q4 filed Jan. 22, 2025
- Bay Rivers Group 2024 Q3 filed Oct. 25, 2024
- Bay Rivers Group 2024 Q2 filed July 22, 2024
- Bay Rivers Group 2024 Q1 filed April 22, 2024
- Bay Rivers Group 2023 Q4 filed Jan. 12, 2024
- Bay Rivers Group 2023 Q3 filed Oct. 5, 2023
- Bay Rivers Group 2023 Q2 filed July 13, 2023
- Bay Rivers Group 2023 Q1 filed April 18, 2023
- Bay Rivers Group 2022 Q4 filed Jan. 17, 2023
- Bay Rivers Group 2022 Q3 filed Oct. 12, 2022
- Bay Rivers Group 2022 Q2 filed July 12, 2022
- Bay Rivers Group 2022 Q1 filed April 20, 2022