Bay Rivers Group

CIK

1798924

Location

Williamsburg, VA

Portfolio Value

Small $165,230,980

Diversification

Diversified

Filing Date

Global Rank

#4,294 / 8,232 ▲ 164

Top Industry

Semiconductors 25.7%

3Y Alpha vs SPY

+5.6%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+102.1%

SPY

+76.3%

Annualised alpha

+5.6%

Max drawdown

−23.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.9%

−0.4 pts

Top 5

37.0%

−2.1 pts

Top 10

54.7%

−3.0 pts

HHI

440

Diversified−43

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.2%	$76,351,356	23
Unclassified	15.1%	$24,902,433	5
Communication Services	10.4%	$17,187,558	4
Consumer Cyclical	6.9%	$11,456,839	9
Industrials	6.5%	$10,706,486	12
Consumer Defensive	5.3%	$8,784,393	4
Financial Services	3.8%	$6,347,413	7
Healthcare	3.4%	$5,626,662	7
Energy	1.1%	$1,782,655	4
Real Estate	0.7%	$1,104,393	2
Utilities	0.6%	$980,792	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OPEN	Opendoor Technologies Inc.	+20,910	42,271	$197,828
BA	Boeing Co	+5,466	12,994	$2,586,195
RVT	Royce Small-Cap Trust, Inc.	+4,450	51,425	$853,655
IAUM	iShares Gold Trust Micro	+2,605	8,376	$391,159
PSIX	Power Solutions International, Inc.	+1,400	9,186	$559,243
MIST	Milestone Pharmaceuticals Inc.	+1,050	29,911	$35,594
GE	General Electric Co	+633	2,398	$680,480
QQQ	Invesco Qqq Trust, Series 1	+576	12,807	$7,391,944
CLS	Celestica Inc	+558	14,875	$4,189,990
STRL	Sterling Infrastructure, Inc.	+361	5,343	$2,176,043
BE	Bloom Energy Corp	+338	8,145	$1,103,566
TSLA	Tesla, Inc.	+301	3,974	$1,477,334
MDY	Spdr S&P Midcap 400 ETF Trust	+194	8,166	$5,036,462
SPY	Spdr S&P 500 ETF Trust	+177	9,888	$6,430,561
CRDO	Credo Technology Group Holding Ltd	+100	2,158	$202,571
GCT	GigaCloud Technology Inc	+100	6,037	$273,959
GD	General Dynamics Corp	+100	845	$290,020
DIA	Spdr Dow Jones Industrial Average ETF Trust	+93	12,203	$5,652,307
HD	Home Depot, Inc.	+51	7,449	$2,449,901
CSCO	Cisco Systems, Inc.	+50	3,810	$295,617
STX	Seagate Technology Holdings plc	+39	815	$319,284
APP	AppLovin Corp	+37	2,198	$874,804
BAC	Bank Of America Corp /De/	+10	13,996	$682,305
AMZN	Amazon Com Inc	+7	24,360	$5,073,457
BKNG	Booking Holdings Inc.	+3	91	$383,139
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FEMY	Femasys Inc	−14,333	19,000	$7,980
O	Realty Income Corp	−1,934	14,818	$906,565
NOW	ServiceNow, Inc.	−1,895	11,910	$1,245,190
BX	Blackstone Inc.	−1,646	16,990	$1,953,680
NVDA	Nvidia Corp	−1,618	88,230	$15,387,312
NFLX	Netflix Inc	−1,497	34,115	$3,280,157
AMD	Advanced Micro Devices Inc	−1,247	25,326	$5,152,068
CRM	Salesforce, Inc.	−1,225	8,205	$1,531,627
AVGO	Broadcom Inc.	−1,194	46,477	$14,385,096
AMGN	Amgen Inc	−936	8,607	$3,028,372
AFL	Aflac Inc	−840	2,108	$231,268
PLTR	Palantir Technologies Inc.	−802	26,968	$3,944,879
PEP	Pepsico Inc	−766	3,931	$610,444
LRCX	Lam Research Corp	−670	23,948	$5,116,729
AAPL	Apple Inc.	−649	64,541	$16,379,860
RTX	RTX Corp	−600	2,332	$449,842
MHO	M/I Homes, Inc.	−380	4,355	$533,269
LOW	Lowes Companies Inc	−358	1,154	$272,667
GOOGL	Alphabet Inc.	−284	26,247	$7,547,587
MOD	Modine Manufacturing Co	−252	4,338	$940,087
TWLO	Twilio Inc	−217	1,691	$212,761
MRK	Merck & Co., Inc.	−200	2,005	$241,181
D	Dominion Energy, Inc	−194	7,967	$492,519
JNJ	Johnson & Johnson	−174	3,774	$922,516
PG	PROCTER & GAMBLE Co	−157	3,395	$490,373
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
VRTX	Vertex Pharmaceuticals Inc / Ma	2,000	$893,080
GEV	GE Vernova Inc.	850	$741,965
DFTX	Definium Therapeutics, Inc.	26,346	$497,939
AEP	American Electric Power Co Inc	3,725	$488,273
EMR	Emerson Electric Co	2,533	$331,873
TTMI	Ttm Technologies Inc	3,053	$297,423
HAS	Hasbro, Inc.	2,535	$237,276
MU	Micron Technology Inc	631	$213,177
COHR	Coherent Corp.	844	$201,049
QBTS	D-Wave Quantum Inc.	10,700	$154,401
QS	QuantumScape Corp	14,061	$89,709
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
RDDT	Reddit, Inc.	1,187	$272,855
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 positions · $165,230,980 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	64,541	-649	$16,379,860	−7.6%	9.91%
NVDA	Nvidia Corp Technology	Reduced	88,230	-1,618	$15,387,312	−8.2%	9.31%
AVGO	Broadcom Inc. Technology	Reduced	46,477	-1,194	$14,385,096	−12.8%	8.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,247	-284	$7,547,587	−9.1%	4.57%
QQQ	Invesco Qqq Trust, Series 1	Added	12,807	+576	$7,391,944	−1.6%	4.47%
SPY	Spdr S&P 500 ETF Trust	Added	9,888	+177	$6,430,561	−2.9%	3.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,170	-76	$6,147,973	+14.1%	3.72%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	12,203	+93	$5,652,307	−2.9%	3.42%
MSFT	Microsoft Corp Technology	Reduced	15,046	-39	$5,569,577	−23.7%	3.37%
META	Meta Platforms, Inc. Communication Services	Reduced	9,587	-139	$5,485,010	−14.6%	3.32%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,326	-1,247	$5,152,068	−9.5%	3.12%
LRCX	Lam Research Corp Technology	Reduced	23,948	-670	$5,116,729	+21.4%	3.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,360	+7	$5,073,457	−9.7%	3.07%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	8,166	+194	$5,036,462	+4.7%	3.05%
CLS	Celestica Inc Technology	Added	14,875	+558	$4,189,990	−1.0%	2.54%
PLTR	Palantir Technologies Inc. Technology	Reduced	26,968	-802	$3,944,879	−20.1%	2.39%
NFLX	Netflix Inc Communication Services	Reduced	34,115	-1,497	$3,280,157	−1.8%	1.99%
AMGN	Amgen Inc Healthcare	Reduced	8,607	-936	$3,028,372	−3.0%	1.83%
BA	Boeing Co Industrials	Added	12,994	+5,466	$2,586,195	+58.2%	1.57%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,449	+51	$2,449,901	−3.8%	1.48%
STRL	Sterling Infrastructure, Inc. Industrials	Added	5,343	+361	$2,176,043	+42.6%	1.32%
BX	Blackstone Inc. Financial Services	Reduced	16,990	-1,646	$1,953,680	−32.0%	1.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,041	-3	$1,777,020	−8.8%	1.08%
WMT	Walmart Inc. Consumer Defensive	Added	12,356	+3	$1,535,603	+11.6%	0.93%
CRM	Salesforce, Inc. Technology	Reduced	8,205	-1,225	$1,531,627	−38.7%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,974	+301	$1,477,334	−10.6%	0.89%
NOW	ServiceNow, Inc. Technology	Reduced	11,910	-1,895	$1,245,190	−41.1%	0.75%
BE	Bloom Energy Corp Industrials	Added	8,145	+338	$1,103,566	+62.7%	0.67%
POWL	Powell Industries Inc Industrials	Held	2,002	0	$1,083,242	+69.7%	0.66%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	4,338	-252	$940,087	+53.4%	0.57%
JNJ	Johnson & Johnson Healthcare	Reduced	3,774	-174	$922,516	+12.9%	0.56%
O	Realty Income Corp Real Estate	Reduced	14,818	-1,934	$906,565	−4.0%	0.55%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	NEW	2,000	NEW	$893,080	NEW	0.54%
APP	AppLovin Corp Communication Services	Added	2,198	+37	$874,804	−39.9%	0.53%
RVT	Royce Small-Cap Trust, Inc. Financial Services	Added	51,425	+4,450	$853,655	+12.9%	0.52%
GEV	GE Vernova Inc. Industrials	NEW	850	NEW	$741,965	NEW	0.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,134	0	$721,185	+11.2%	0.44%
BAC	Bank Of America Corp /De/ Financial Services	Added	13,996	+10	$682,305	−11.3%	0.41%
GE	General Electric Co Industrials	Added	2,398	+633	$680,480	+25.2%	0.41%
BP	Bp PLC Energy	Held	13,000	0	$611,000	+35.3%	0.37%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,931	-766	$610,444	−9.4%	0.37%
XOM	Exxon Mobil Corp Energy	Reduced	3,552	-100	$602,632	+37.1%	0.36%
PSIX	Power Solutions International, Inc. Industrials	Added	9,186	+1,400	$559,243	+25.7%	0.34%
MHO	M/I Homes, Inc. Consumer Cyclical	Reduced	4,355	-380	$533,269	−12.0%	0.32%
DFTX	Definium Therapeutics, Inc. Healthcare	NEW	26,346	NEW	$497,939	NEW	0.30%
D	Dominion Energy, Inc Utilities	Reduced	7,967	-194	$492,519	+3.0%	0.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,395	-157	$490,373	−3.7%	0.30%
AEP	American Electric Power Co Inc Utilities	NEW	3,725	NEW	$488,273	NEW	0.30%
RTX	RTX Corp Industrials	Reduced	2,332	-600	$449,842	−16.3%	0.27%
TDG	TransDigm Group INC Industrials	Reduced	378	-10	$438,086	−15.1%	0.27%