Bay Rivers Group

Bay Rivers Group as of Dec. 31, 2025

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