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Bay Rivers Group — 13F Holdings & Portfolio

CIK 1798924 · latest 13F-HR filed 2026-07-09

Backtest portfolio

Bay Rivers Group manages $293.0M in 13F-reported U.S. long-equity assets across 126 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.36%), NVDA (5.90%), AVGO (5.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 6, added to 79, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5107 CENTER STREET B1
WILLIAMSBURG, VA 23188
Phone
(757) 259-2450
Filing Manager
Bay Rivers Group
Williamsburg, VA
Signatory
Alan Broderick
Chief Compliance Officer
Loading holdings…
AUM

$293.0M

Long-equity book

Holdings

126

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+22 / −6 / ↑79 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$8.7M +167.9%
  • LAM RESEARCH CORP$4.8M +94.6%
  • BROADCOM INC$2.8M +19.2%
  • VANECK ETF TRUST$2.5M +41.1%
  • APPLE INC$2.3M +13.9%
Show all 79 →

Top Trims

  • NETFLIX INC.-$948.8K -28.9%
  • PALANTIR TECHNOLOGIES INC-$784.6K -19.9%
  • COSTCO WHOLESALE CORPORATION-$373.3K -6.1%
  • POWER SOLUTIONS INTL INC-$203.8K -36.4%
  • VANGUARD INDEX FDS-$203.1K -15.9%
Show all 11 →

New Positions

  • SELECT SECTOR SPDR TR$3.0M
  • VANGUARD STAR FDS$826.4K
  • REDDIT INC$685.3K
  • KOHLS CORP$555.4K
  • INVESCO EXCHANGE TRADED FD T$484.2K
Show all 22 →

Exited Positions

  • VANGUARD INDEX FDS$2.3M
  • SALESFORCE INC$1.5M
  • SERVICENOW INC$1.2M
  • GIGACLOUD TECHNOLOGY INC$274.0K
  • ADOBE INC$208.3K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $18.6M 6.36% 64,451 SH
2 NVIDIA CORPORATION NVDA 67066G104 $17.3M 5.90% 86,369 SH
3 BROADCOM INC AVGO 11135F101 $17.1M 5.85% 45,376 SH
4 ADVANCED MICRO DEVICES INC AMD 007903107 $13.8M 4.71% 23,763 SH
5 BLACKROCK ETF TRUST II BINC 092528603 $11.6M 3.94% 220,795 SH
6 ISHARES TR USMV 46429B697 $10.4M 3.54% 107,471 SH
7 LAM RESEARCH CORP LRCX 512807306 $10.0M 3.40% 22,979 SH
8 ALPHABET INC GOOGL 02079K305 $9.3M 3.18% 26,061 SH
9 VANECK ETF TRUST SMH 92189F676 $8.6M 2.95% 13,181 SH
10 INVESCO QQQ TR QQQ 46090E103 $8.6M 2.92% 11,612 SH
11 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $7.4M 2.53% 9,946 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $7.3M 2.51% 31,058 SH
13 STATE STR SPDR DOW JONES IND DIA 78467X109 $6.4M 2.19% 12,301 SH
14 VANGUARD INDEX FDS VUG 922908736 $6.1M 2.08% 70,625 SH
15 VANGUARD INDEX FDS VBR 922908611 $5.8M 1.99% 24,048 SH
16 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $5.8M 1.99% 8,290 SH
17 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.8M 1.97% 6,173 SH
18 AMAZON COM INC AMZN 023135106 $5.7M 1.96% 24,076 SH
19 VANGUARD BD INDEX FDS BND 921937835 $5.7M 1.95% 77,878 SH
20 META PLATFORMS INC META 30303M102 $5.7M 1.94% 10,096 SH
21 MICROSOFT CORP MSFT 594918104 $5.6M 1.91% 15,003 SH
22 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $5.5M 1.89% 67,109 SH
23 CELESTICA INC CLS 15101Q207 $5.4M 1.86% 14,922 SH
24 SELECT SECTOR SPDR TR XLV 81369Y209 $4.4M 1.49% 27,434 SH
25 STERLING INFRASTRUCTURE INC STRL 859241101 $4.3M 1.46% 5,102 SH
26 SELECT SECTOR SPDR TR XLF 81369Y605 $3.4M 1.17% 63,731 SH
27 AMGEN INC AMGN 031162100 $3.2M 1.11% 8,944 SH
28 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.2M 1.08% 27,087 SH
29 SELECT SECTOR SPDR TR XLP 81369Y308 $3.0M 1.02% 35,974 SH
30 BOEING CO BA 097023105 $2.8M 0.95% 12,914 SH
31 HOME DEPOT INC HD 437076102 $2.7M 0.92% 7,639 SH
32 BLOOM ENERGY CORP BE 093712107 $2.4M 0.83% 8,076 SH
33 NETFLIX INC. NFLX 64110L106 $2.3M 0.80% 32,652 SH
34 VANGUARD INDEX FDS VTI 922908769 $2.2M 0.76% 6,009 SH
35 BLACKSTONE INC BX 09260D107 $2.0M 0.68% 16,903 SH
36 JPMORGAN CHASE & CO JPM 46625H100 $2.0M 0.67% 6,041 SH
37 POWELL INDS INC POWL 739128106 $1.7M 0.59% 5,988 SH
38 TESLA INC TSLA 88160R101 $1.5M 0.53% 3,670 SH
39 DEFINIUM THERAPEUTICS INC DFTX 24477V105 $1.5M 0.50% 31,208 SH
40 WALMART INC WMT 931142103 $1.4M 0.48% 12,381 SH
41 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $1.3M 0.45% 4,884 SH
42 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.3M 0.45% 23,360 SH
43 MODINE MFG CO MOD 607828100 $1.2M 0.40% 4,378 SH
44 APPLOVIN CORP APP 03831W108 $1.1M 0.39% 2,198 SH
45 JOHNSON & JOHNSON JNJ 478160104 $1.1M 0.37% 4,268 SH
46 VANGUARD INDEX FDS VOO 922908363 $1.1M 0.37% 1,567 SH
47 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $1.0M 0.36% 2,100 SH
48 GE AEROSPACE GE 369604301 $1.0M 0.35% 2,768 SH
49 GE VERNOVA INC GEV 36828A101 $1.0M 0.35% 870 SH
50 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.0M 0.35% 2,134 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $293.0M 126 0002085853-26-000669
2026-03-31 2026-04-13 $240.0M 109 0002085853-26-000366
2025-12-31 2026-01-07 $247.3M 97 0002085853-26-000012