Bay Rivers Group — 13F Holdings & Portfolio
CIK 1798924 · latest 13F-HR filed 2026-04-13
Bay Rivers Group manages $240.0M in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.82%), NVDA (6.41%), AVGO (5.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 3, added to 31, and trimmed 37.
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.
$240.0M
Long-equity book
109
Distinct positions
2026-03-31
Filed 2026-04-13
+15 / −3 / ↑31 / ↓37
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLACKROCK ETF TRUST II$3.1M +41.1%
- BOEING CO$951.7K +58.2%
- LAM RESEARCH CORP$902.6K +21.4%
- COSTCO WHOLESALE CORPORATION$761.7K +14.1%
- STERLING INFRASTRUCTURE INC$650.4K +42.6%
Top Trims
- BROADCOM INC-$2.1M -12.8%
- MICROSOFT CORP-$1.7M -23.7%
- NVIDIA CORPORATION-$1.4M -8.2%
- APPLE INC-$1.3M -7.6%
- PALANTIR TECHNOLOGIES INC-$991.2K -20.1%
New Positions
- VERTEX PHARMACEUTICALS INC$893.1K
- GE VERNOVA INC$742.0K
- PACER FDS TR$518.3K
- DEFINIUM THERAPEUTICS INC$497.9K
- AMERICAN ELEC PWR CO INC$488.3K
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 | $16.4M | 6.82% | 64,541 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.4M | 6.41% | 88,230 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $14.4M | 5.99% | 46,477 | SH |
| 4 | BLACKROCK ETF TRUST II | BINC | 092528603 | $10.7M | 4.46% | 206,250 | SH |
| 5 | ISHARES TR | USMV | 46429B697 | $9.8M | 4.08% | 105,608 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $7.5M | 3.14% | 26,247 | SH |
| 7 | INVESCO QQQ TR | QQQ | 46090E103 | $7.4M | 3.08% | 12,807 | SH |
| 8 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $6.6M | 2.75% | 30,730 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.4M | 2.68% | 9,888 | SH |
| 10 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $6.1M | 2.56% | 6,170 | SH |
| 11 | VANECK ETF TRUST | SMH | 92189F676 | $6.1M | 2.55% | 15,981 | SH |
| 12 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $5.7M | 2.35% | 12,203 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $5.6M | 2.32% | 15,046 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $5.5M | 2.29% | 9,587 | SH |
| 15 | VANGUARD BD INDEX FDS | BND | 921937835 | $5.4M | 2.24% | 72,893 | SH |
| 16 | VANGUARD INDEX FDS | VBR | 922908611 | $5.3M | 2.19% | 24,243 | SH |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $5.2M | 2.15% | 25,326 | SH |
| 18 | LAM RESEARCH CORP | LRCX | 512807306 | $5.1M | 2.13% | 23,948 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $5.1M | 2.11% | 24,360 | SH |
| 20 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $5.0M | 2.10% | 8,166 | SH |
| 21 | VANGUARD INDEX FDS | VUG | 922908736 | $5.0M | 2.09% | 11,462 | SH |
| 22 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $4.7M | 1.96% | 56,772 | SH |
| 23 | CELESTICA INC | CLS | 15101Q207 | $4.2M | 1.75% | 14,875 | SH |
| 24 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.9M | 1.64% | 26,968 | SH |
| 25 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $3.9M | 1.62% | 26,456 | SH |
| 26 | NETFLIX INC. | NFLX | 64110L106 | $3.3M | 1.37% | 34,115 | SH |
| 27 | AMGEN INC | AMGN | 031162100 | $3.0M | 1.26% | 8,607 | SH |
| 28 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $2.7M | 1.13% | 54,958 | SH |
| 29 | BOEING CO | BA | 097023105 | $2.6M | 1.08% | 12,994 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $2.4M | 1.02% | 7,449 | SH |
| 31 | VANGUARD INDEX FDS | VNQ | 922908553 | $2.3M | 0.96% | 25,885 | SH |
| 32 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $2.2M | 0.91% | 5,343 | SH |
| 33 | BLACKSTONE INC | BX | 09260D107 | $2.0M | 0.81% | 16,990 | SH |
| 34 | VANGUARD INDEX FDS | VTI | 922908769 | $1.9M | 0.81% | 6,024 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.8M | 0.74% | 6,041 | SH |
| 36 | WALMART INC | WMT | 931142103 | $1.5M | 0.64% | 12,356 | SH |
| 37 | SALESFORCE INC | CRM | 79466L302 | $1.5M | 0.64% | 8,205 | SH |
| 38 | TESLA INC | TSLA | 88160R101 | $1.5M | 0.62% | 3,974 | SH |
| 39 | VANGUARD INDEX FDS | VOO | 922908363 | $1.3M | 0.53% | 2,141 | SH |
| 40 | SERVICENOW INC | NOW | 81762P102 | $1.2M | 0.52% | 11,910 | SH |
| 41 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $1.2M | 0.48% | 20,354 | SH |
| 42 | BLOOM ENERGY CORP | BE | 093712107 | $1.1M | 0.46% | 8,145 | SH |
| 43 | POWELL INDS INC | POWL | 739128106 | $1.1M | 0.45% | 2,002 | SH |
| 44 | MODINE MFG CO | MOD | 607828100 | $940.1K | 0.39% | 4,338 | SH |
| 45 | JOHNSON & JOHNSON | JNJ | 478160104 | $922.5K | 0.38% | 3,774 | SH |
| 46 | REALTY INCOME CORP | O | 756109104 | $906.5K | 0.38% | 14,818 | SH |
| 47 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $893.1K | 0.37% | 2,000 | SH |
| 48 | APPLOVIN CORP | APP | 03831W108 | $874.8K | 0.36% | 2,198 | SH |
| 49 | SIMPLIFY EXCHANGE TRADED FUN | HEQT | 82889N764 | $865.9K | 0.36% | 27,490 | SH |
| 50 | ROYCE SMALL CAP TRUST INC | RVT | 780910105 | $853.7K | 0.36% | 51,425 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $240.0M | 109 | 0002085853-26-000366 |
| 2025-12-31 | 2026-01-07 | $247.3M | 97 | 0002085853-26-000012 |