Bay Rivers Group

CIK

1798924

Location

Williamsburg, VA

Portfolio Value

Small $292,373,244

Diversification

Diversified

Filing Date

Global Rank

#5,308 / 8,794 ▼ 16 · as of Jun 2026

Top Industry

Semiconductors 28.4%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.4%

−0.9 pts

Top 5

28.1%

−1.5 pts

Top 10

46.1%

−0.0 pts

HHI

300

Diversified−22

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.2%	$111,546,982	27
Technology	34.0%	$99,488,422	26
Communication Services	6.8%	$19,933,199	5
Industrials	5.5%	$16,020,840	13
Consumer Cyclical	4.7%	$13,659,131	11
Financial Services	3.7%	$10,771,791	10
Consumer Defensive	2.9%	$8,546,635	5
Healthcare	2.7%	$7,907,937	7
Energy	0.7%	$1,921,853	5
Real Estate	0.5%	$1,570,847	2
Utilities	0.3%	$1,005,607	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OPEN	Opendoor Technologies Inc.	+103,370	145,641	$672,861
VB	Vanguard Morningstar Small-Cap ETF	+58,379	102,249	$15,226,861
MIST	Milestone Pharmaceuticals Inc.	+16,722	46,633	$62,488
BCLO	iShares BBB-B CLO Active ETF	+14,545	220,795	$11,556,410
BNDW	Vanguard Total World Bond ETF	+10,337	67,109	$5,546,558
ABI	VictoryShares Pioneer Asset-Based Income ETF	+8,931	10,294	$1,060,844
STT	State Street Corp	+8,773	63,731	$3,416,618
QBTS	D-Wave Quantum Inc.	+6,657	17,357	$416,394
BIV	Vanguard Intermediate-Term Bond ETF	+4,985	77,878	$5,717,023
DFTX	Definium Therapeutics, Inc.	+4,862	31,208	$1,468,024
AGGH	Simplify Aggregate Bond ETF	+4,207	67,619	$1,746,363
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+4,006	120,892	$12,302,053
POWL	Powell Industries Inc	+3,986	5,988	$1,714,723
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+3,646	28,311	$1,623,660
FNDA	Schwab Fundamental U.S. Small Company ETF	+3,197	21,870	$693,497
CRDO	Credo Technology Group Holding Ltd	+2,726	4,884	$1,328,203
EPD	Enterprise Products Partners L.P.	+2,395	9,395	$345,360
BKNG	Booking Holdings Inc.	+2,184	2,275	$405,496
RVT	Royce Small-Cap Trust, Inc.	+2,050	53,475	$987,683
QS	QuantumScape Corp	+1,906	15,967	$120,710
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+1,110	7,544	$570,929
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+978	30,555	$4,718,708
VRTX	Vertex Pharmaceuticals Inc / Ma	+900	2,900	$1,440,517
XOM	ExxonMobil Holdings Corp	+761	4,313	$589,673
BBAI	BigBear.ai Holdings, Inc.	+740	11,701	$42,942
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	−25,557	31,058	$7,348,943
AFK	VanEck Africa Index ETF	−2,800	13,181	$8,645,286
NVDA	Nvidia Corp	−1,861	86,369	$17,281,573
AMD	Advanced Micro Devices Inc	−1,563	23,763	$13,804,164
NFLX	Netflix Inc	−1,463	32,652	$2,331,352
QQQ	Invesco Qqq Trust, Series 1	−1,195	11,612	$8,551,076
AVGO	Broadcom Inc.	−1,101	45,376	$17,140,784
LRCX	Lam Research Corp	−969	22,979	$9,957,490
D	Dominion Energy, Inc	−704	7,263	$495,990
VIGI	Vanguard International Dividend Appreciation ETF	−400	3,568	$563,851
O	Realty Income Corp	−325	14,493	$897,986
TSLA	Tesla, Inc.	−304	3,670	$1,543,602
MU	Micron Technology Inc	−301	330	$380,915
AMZN	Amazon Com Inc	−284	24,076	$5,738,273
STRL	Sterling Infrastructure, Inc.	−241	5,102	$4,282,414
PANW	Palo Alto Networks Inc	−235	1,703	$580,757
TWLO	Twilio Inc	−209	1,482	$305,781
GOOGL	Alphabet Inc.	−147	28,279	$10,097,104
MHO	M/I Homes, Inc.	−100	4,255	$684,161
COHR	Coherent Corp.	−100	744	$293,485
—		−96	2,026	$385,324
AAPL	Apple Inc.	−90	64,451	$18,649,541
BX	Blackstone Inc.	−87	16,903	$1,988,976
BA	Boeing Co	−80	12,914	$2,795,493
BE	Bloom Energy Corp	−69	8,076	$2,444,605
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
—		35,974	$2,988,360
VXUS	Vanguard Total International Stock ETF	9,667	$826,431
RDDT	Reddit, Inc.	3,948	$685,293
KSS	KOHLS Corp	31,341	$555,362
LITE	Lumentum Holdings Inc.	483	$414,442
VRT	Vertiv Holdings Co	1,136	$380,355
IONQ	IonQ, Inc.	6,335	$337,402
CIEN	Ciena Corp	661	$324,260
SEZL	Sezzle Inc.	1,856	$318,545
INTC	Intel Corp	2,228	$311,095
ABBV	AbbVie Inc.	1,211	$304,736
WDC	Western Digital Corp	448	$286,146
CRWV	CoreWeave, Inc.	2,565	$255,320
ANEW	ProShares MSCI Transformational Changes ETF	3,645	$245,600
MAR	Marriott International Inc /Md/	603	$223,465
PSX	Phillips 66	1,282	$216,722
FBCG	Fidelity Blue Chip Growth ETF	750	$214,185
KO	Coca Cola Co	2,627	$213,496
GLW	Corning Inc /Ny	799	$204,088
MAIN	Main Street Capital CORP	3,910	$202,850
AGNG	Global X Funds Global X Aging Population ETF	2,600	$200,122
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	8,205	$1,531,627
NOW	ServiceNow, Inc.	11,910	$1,245,190
GCT	GigaCloud Technology Inc	6,037	$273,959
ADBE	Adobe Inc.	857	$208,319
FEMY	Femasys Inc	19,000	$7,980
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $292,373,244 total · filing declares 126 positions · $293,007,777 · as of Jun 30, 2026

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

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	64,451	-90	$18,649,541	+13.9%	6.38%
NVDA	Nvidia Corp Technology	Reduced	86,369	-1,861	$17,281,573	+12.3%	5.91%
AVGO	Broadcom Inc. Technology	Reduced	45,376	-1,101	$17,140,784	+19.2%	5.86%
VB	Vanguard Morningstar Small-Cap ETF	Added	102,249	+58,379	$15,226,861	+63.5%	5.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	23,763	-1,563	$13,804,164	+167.9%	4.72%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	120,892	+4,006	$12,302,053	—	4.21%
BCLO	iShares BBB-B CLO Active ETF	Added	220,795	+14,545	$11,556,410	+7.9%	3.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,279	-147	$10,097,104	+23.5%	3.45%
LRCX	Lam Research Corp Technology	Reduced	22,979	-969	$9,957,490	+94.6%	3.41%
AFK	VanEck Africa Index ETF	Reduced	13,181	-2,800	$8,645,286	+41.1%	2.96%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,612	-1,195	$8,551,076	+15.7%	2.92%
SPY	Spdr S&P 500 ETF Trust	Added	9,946	+58	$7,427,374	+15.5%	2.54%
VIG	Vanguard Dividend Appreciation ETF	Reduced	31,058	-25,557	$7,348,943	−17.5%	2.51%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	12,301	+98	$6,425,919	+13.7%	2.20%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	8,290	+124	$5,830,688	+15.8%	1.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,173	+3	$5,774,656	−6.1%	1.98%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,076	-284	$5,738,273	+13.1%	1.96%
BIV	Vanguard Intermediate-Term Bond ETF	Added	77,878	+4,985	$5,717,023	+6.5%	1.96%
META	Meta Platforms, Inc. Communication Services	Added	10,096	+509	$5,686,975	+3.7%	1.95%
MSFT	Microsoft Corp Technology	Reduced	15,003	-43	$5,596,419	+0.5%	1.91%
BNDW	Vanguard Total World Bond ETF	Added	67,109	+10,337	$5,546,558	+18.1%	1.90%
CLS	Celestica Inc Technology	Added	14,922	+47	$5,443,545	+29.9%	1.86%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	30,555	+978	$4,718,708	+11.8%	1.61%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	5,102	-241	$4,282,414	+96.8%	1.46%
STT	State Street Corp Financial Services	Added	63,731	+8,773	$3,416,618	+25.9%	1.17%
AMGN	Amgen Inc Healthcare	Added	8,944	+337	$3,238,801	+6.9%	1.11%
PLTR	Palantir Technologies Inc. Technology	Added	27,087	+119	$3,160,240	−19.9%	1.08%
		NEW	35,974	NEW	$2,988,360	NEW	1.02%
BA	Boeing Co Industrials	Reduced	12,914	-80	$2,795,493	+8.1%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,639	+190	$2,694,122	+10.0%	0.92%
BE	Bloom Energy Corp Industrials	Reduced	8,076	-69	$2,444,605	+121.5%	0.84%
NFLX	Netflix Inc Communication Services	Reduced	32,652	-1,463	$2,331,352	−28.9%	0.80%
BX	Blackstone Inc. Financial Services	Reduced	16,903	-87	$1,988,976	+1.8%	0.68%
JPM	Jpmorgan Chase & Co Financial Services	Held	6,041	0	$1,977,400	+11.3%	0.68%
AGGH	Simplify Aggregate Bond ETF	Added	67,619	+4,207	$1,746,363	+9.4%	0.60%
POWL	Powell Industries Inc Industrials	Added	5,988	+3,986	$1,714,723	+58.3%	0.59%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	28,311	+3,646	$1,623,660	+16.6%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,670	-304	$1,543,602	+4.5%	0.53%
DFTX	Definium Therapeutics, Inc. Healthcare	Added	31,208	+4,862	$1,468,024	+194.8%	0.50%
VRTX	Vertex Pharmaceuticals Inc / Ma PUT + SHARES Healthcare	Added	2,900	+900	$1,440,517	+61.3%	0.49%
WMT	Walmart Inc. Consumer Defensive	Added	12,381	+25	$1,402,272	−8.7%	0.48%
CRDO	Credo Technology Group Holding Ltd Technology	Added	4,884	+2,726	$1,328,203	+555.7%	0.45%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	4,378	+40	$1,169,013	+24.4%	0.40%
APP	AppLovin Corp Communication Services	Held	2,198	0	$1,132,475	+29.5%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	4,268	+494	$1,083,943	+17.5%	0.37%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	10,294	+8,931	$1,060,844	+305.5%	0.36%
GE	General Electric Co Industrials	Added	2,768	+370	$1,034,484	+52.0%	0.35%
GEV	GE Vernova Inc. Industrials	Added	870	+20	$1,022,128	+37.8%	0.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,134	0	$1,019,134	+41.3%	0.35%
RVT	Royce Small-Cap Trust, Inc. Financial Services	Added	53,475	+2,050	$987,683	+15.7%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.