Bay Rivers Group

Bay Rivers Group as of June 30, 2026

Portfolio Holdings for Bay Rivers Group

Bay Rivers Group holds 125 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $19M 65k 289.36
NVIDIA Corporation (NVDA) 5.9 $17M 86k 200.09
Broadcom (AVGO) 5.8 $17M 45k 377.75
Advanced Micro Devices (AMD) 4.7 $14M 24k 580.91
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 3.9 $12M 221k 52.34
Ishares Tr Msci Usa Min Etf (USMV) 3.5 $10M 108k 96.46
Lam Research Corp Com New (LRCX) 3.4 $10M 23k 433.33
Alphabet Cap Stk Cl A (GOOGL) 3.2 $9.3M 26k 357.37
Vaneck Etf Trust Semiconductr Etf (SMH) 3.0 $8.6M 13k 655.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $8.6M 12k 736.40
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.5 $7.4M 9.9k 746.75
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $7.3M 31k 236.62
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 2.2 $6.4M 12k 522.40
Vanguard Index Fds Growth Etf (VUG) 2.1 $6.1M 71k 86.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $5.8M 24k 242.99
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 2.0 $5.8M 8.3k 703.31
Costco Wholesale Corporation (COST) 2.0 $5.8M 6.2k 935.41
Amazon (AMZN) 2.0 $5.7M 24k 238.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $5.7M 78k 73.41
Meta Platforms Cl A (META) 1.9 $5.7M 10k 563.31
Microsoft Corporation (MSFT) 1.9 $5.6M 15k 373.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $5.5M 67k 82.65
Celestica (CLS) 1.9 $5.4M 15k 364.80
Select Sector Spdr Tr St Str Care Etf (XLV) 1.5 $4.4M 27k 158.66
Sterling Construction Company (STRL) 1.5 $4.3M 5.1k 839.36
Select Sector Spdr Tr St Str Finl Etf (XLF) 1.2 $3.4M 64k 53.61
Amgen (AMGN) 1.1 $3.2M 8.9k 362.11
Palantir Technologies Cl A (PLTR) 1.1 $3.2M 27k 116.67
Select Sector Spdr Tr St Str Stapl Etf (XLP) 1.0 $3.0M 36k 83.07
Boeing Company (BA) 1.0 $2.8M 13k 216.47
Home Depot (HD) 0.9 $2.7M 7.6k 352.68
Bloom Energy Corp Com Cl A (BE) 0.8 $2.4M 8.1k 302.70
Netflix (NFLX) 0.8 $2.3M 33k 71.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $2.2M 6.0k 370.04
Blackstone Group Inc Com Cl A (BX) 0.7 $2.0M 17k 117.67
JPMorgan Chase & Co. (JPM) 0.7 $2.0M 6.0k 327.33
Powell Industries (POWL) 0.6 $1.7M 6.0k 286.36
Tesla Motors (TSLA) 0.5 $1.5M 3.7k 420.60
Definium Therapeutics Com Shs (DFTX) 0.5 $1.5M 31k 47.04
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $1.4M 2.9k 496.73
Wal-Mart Stores (WMT) 0.5 $1.4M 12k 113.26
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.5 $1.3M 4.9k 271.95
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.3M 23k 56.48
Modine Manufacturing (MOD) 0.4 $1.2M 4.4k 267.02
Applovin Corp Com Cl A (APP) 0.4 $1.1M 2.2k 515.23
Johnson & Johnson (JNJ) 0.4 $1.1M 4.3k 253.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.1M 1.6k 686.73
Ge Aerospace Com New (GE) 0.4 $1.0M 2.8k 373.74
Ge Vernova (GEV) 0.3 $1.0M 870.00 1174.86
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $1.0M 2.1k 477.57
Royce Value Trust (RVT) 0.3 $988k 54k 18.47
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $981k 2.9k 342.83
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.3 $960k 29k 33.54
Realty Income (O) 0.3 $898k 15k 61.96
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $848k 879.00 965.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $826k 9.7k 85.49
Bank of America Corporation (BAC) 0.3 $805k 14k 56.98
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) 0.3 $787k 39k 20.17
Alphabet Cap Stk Cl C (GOOG) 0.3 $784k 2.2k 353.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $696k 8.5k 82.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $694k 22k 31.71
Reddit Cl A (RDDT) 0.2 $685k 3.9k 173.58
M/I Homes (MHO) 0.2 $684k 4.3k 160.79
Opendoor Technologies (OPEN) 0.2 $673k 146k 4.62
TowneBank (TOWN) 0.2 $635k 18k 36.24
Pepsi (PEP) 0.2 $614k 4.5k 135.41
TTM Technologies (TTMI) 0.2 $606k 3.2k 187.02
Exxon Mobil Corporation (XOM) 0.2 $590k 4.3k 136.71
Palo Alto Networks (PANW) 0.2 $581k 1.7k 341.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $577k 2.7k 212.77
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.2 $571k 7.5k 75.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $564k 3.6k 158.04
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $556k 8.9k 62.20
Kohl's Corporation (KSS) 0.2 $555k 31k 17.72
TransDigm Group Incorporated (TDG) 0.2 $544k 408.00 1332.04
Procter & Gamble Company (PG) 0.2 $543k 3.7k 146.64
Raytheon Technologies Corp (RTX) 0.2 $533k 2.8k 189.73
American Electric Power Company (AEP) 0.2 $510k 3.7k 136.81
Cisco Systems (CSCO) 0.2 $501k 4.3k 117.46
Dominion Resources (D) 0.2 $496k 7.3k 68.29
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $484k 7.6k 63.85
BP Sponsored Adr (BP) 0.2 $480k 13k 36.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $437k 874.00 500.39
D-wave Quantum (QBTS) 0.1 $416k 17k 23.99
Lumentum Hldgs (LITE) 0.1 $414k 483.00 858.06
Booking Holdings (BKNG) 0.1 $406k 2.3k 178.24
Emerson Electric (EMR) 0.1 $391k 2.7k 143.15
Markel Corporation (MKL) 0.1 $391k 200.00 1953.01
Ishares Tr Ishares Biotech (IBB) 0.1 $385k 2.0k 190.14
Micron Technology (MU) 0.1 $381k 330.00 1154.29
Vertiv Holdings Com Cl A (VRT) 0.1 $380k 1.1k 334.82
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $366k 3.1k 117.29
Power Solutions Intl Com New (PSIX) 0.1 $356k 9.1k 38.89
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.1 $347k 8.7k 40.01
Enterprise Products Partners (EPD) 0.1 $345k 9.4k 36.76
Ionq Inc Pipe (IONQ) 0.1 $337k 6.3k 53.26
Ciena Corp Com New (CIEN) 0.1 $324k 661.00 490.56
Sezzle (SEZL) 0.1 $319k 1.9k 171.63
Intel Corporation (INTC) 0.1 $311k 2.2k 139.63
Merck & Co (MRK) 0.1 $309k 2.4k 128.50
Twilio Cl A (TWLO) 0.1 $306k 1.5k 206.33
Abbvie (ABBV) 0.1 $305k 1.2k 251.64
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $304k 5.0k 61.46
General Dynamics Corporation (GD) 0.1 $299k 845.00 354.24
Coherent Corp (COHR) 0.1 $294k 744.00 394.47
Chevron Corporation (CVX) 0.1 $290k 1.7k 165.76
Western Digital (WDC) 0.1 $286k 448.00 638.72
Hasbro (HAS) 0.1 $271k 3.3k 82.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $258k 2.1k 124.17
Coreweave Com Cl A (CRWV) 0.1 $255k 2.6k 99.54
Lowe's Companies (LOW) 0.1 $254k 1.2k 220.49
AFLAC Incorporated (AFL) 0.1 $247k 2.1k 117.25
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $246k 3.6k 67.38
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $227k 3.0k 75.77
Lockheed Martin Corporation (LMT) 0.1 $224k 440.00 509.46
Marriott Intl Cl A (MAR) 0.1 $224k 603.00 370.59
Phillips 66 (PSX) 0.1 $217k 1.3k 169.05
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $214k 750.00 285.58
Coca-Cola Company (KO) 0.1 $214k 2.6k 81.26
Corning Incorporated (GLW) 0.1 $204k 799.00 255.43
Main Street Capital Corporation (MAIN) 0.1 $203k 3.9k 51.88
Global X Fds Global X Copper (COPX) 0.1 $200k 2.6k 76.97
Quantumscape Corp Com Cl A (QS) 0.0 $121k 16k 7.56
Milestone Pharmaceuticals (MIST) 0.0 $63k 47k 1.34
Bigbear Ai Hldgs (BBAI) 0.0 $43k 12k 3.67