Latest Bay Rivers Group Stock Portfolio

Bay Rivers Group Performance:

2025 Q4: -7.98%YTD: 6.94%2024: 26.31%

Performance for 2025 Q4 is -7.98%, and YTD is 6.94%, and 2024 is 26.31%.

About Bay Rivers Group and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Bay Rivers Group reported an equity portfolio of $247.3 Millions as of 31 Dec, 2025.

The top stock holdings of Bay Rivers Group are AAPL, NVDA, AVGO. The fund has invested 7.2% of it's portfolio in APPLE INC and 6.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (CGW) and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in MODINE MFG CO (MOD), ISHARES TR (IJR) and REALTY INCOME CORP (O). Bay Rivers Group opened new stock positions in BLOOM ENERGY CORP (BE), TWILIO INC (TWLO) and ISHARES GOLD TR (IAUM). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (XLB).

Bay Rivers Group Annual Return Estimates Vs S&P 500

Our best estimate is that Bay Rivers Group made a return of -7.98% in the last quarter. In trailing 12 months, it's portfolio return was 6.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bloom energy corp	678,350
twilio inc	271,394
ishares gold tr	248,095
gigacloud technology inc	233,205
merck & co inc	232,098
seagate technology hldngs pl	213,703
lockheed martin corp	212,815
femasys inc	19,206

New stocks bought by Bay Rivers Group

Additions

Ticker	% Inc.
netflix inc	868
servicenow inc	385
select sector spdr tr	95.55
milestone pharmaceuticals in	72.91
power solutions intl inc	64.61
opendoor technologies inc	52.12
schwab strategic tr	51.8
ishares tr	48.02

Additions to existing portfolio by Bay Rivers Group

Reductions

Ticker	% Reduced
modine mfg co	-26.79
ishares tr	-13.48
realty income corp	-13.15
vanguard index fds	-9.67
cisco sys inc	-9.62
applovin corp	-8.59
celestica inc	-8.27
select sector spdr tr	-5.42

Bay Rivers Group reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch traded fd tr ii	-361,081
oracle corp	-277,584

Bay Rivers Group got rid off the above stocks

Sector Distribution

Bay Rivers Group has about 39.6% of it's holdings in Others sector.

Sector	%
Others	39.6
Technology	32.7
Communication Services	7.7
Consumer Cyclical	4.8
Utilities	4.1
Consumer Defensive	3.2
Industrials	2.6
Financial Services	2.6
Healthcare	1.8

Market Cap. Distribution

Bay Rivers Group has about 54.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.6
UNALLOCATED	39.7
LARGE-CAP	10.9
SMALL-CAP	4.3
MID-CAP	1.5

Stocks belong to which Index?

About 57.2% of the stocks held by Bay Rivers Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.4
Others	42.8
RUSSELL 2000	5.8

Top 5 Winners (%)		%
AMD	advanced micro devices inc	31.9 %
GOOG	alphabet inc	28.4 %
GOOG	alphabet inc	28.2 %
LRCX	lam research corp	26.3 %
	celestica inc	19.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.8 M
AMD	advanced micro devices inc	1.4 M
AAPL	apple inc	1.1 M
LRCX	lam research corp	0.9 M
AVGO	broadcom inc	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.1 %
XLB	select sector spdr tr	-43.2 %
PSIX	power solutions intl inc	-36.6 %
OPEN	opendoor technologies inc	-23.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-21.7 M
NOW	servicenow inc	-6.4 M
META	meta platforms inc	-0.7 M
MSFT	microsoft corp	-0.5 M
HD	home depot inc	-0.4 M

Bay Rivers Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bay Rivers Group

Bay Rivers Group has 97 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Bay Rivers Group last quarter.

Last Reported on: 07 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.17	65,190	17,722,500	added	1.85

ADBE	adobe inc	0.14	974	340,890	reduced	-4.13

AFK	vaneck etf trust	2.67	18,362	6,612,750	reduced	-1.09

AFL	aflac inc	0.13	2,948	325,076	unchanged	0.00

AGGH	simplify exchange traded fun	0.26	19,762	633,372	added	19.31

AGGH	simplify exchange traded fun	0.23	27,802	575,501	added	46.53

AMD	advanced micro devices inc	2.30	26,573	5,690,870	added	2.36

AMGN	amgen inc	1.26	9,543	3,123,440	reduced	-0.66

AMPS	ishares tr	3.93	103,116	9,709,370	added	0.73

AMZN	amazon com inc	2.27	24,353	5,621,160	added	1.00

APP	applovin corp	0.59	2,161	1,456,120	reduced	-8.59

AVGO	broadcom inc	6.67	47,671	16,498,900	added	2.55

BA	boeing co	0.66	7,528	1,634,480	added	1.61

BAC	bank america corp	0.31	13,986	769,230	added	1.82

BBAI	bigbear ai hldgs inc	0.02	10,961	59,189	unchanged	0.00

BBAX	j p morgan exchange traded f	0.38	16,342	935,416	added	35.89

BE	bloom energy corp	0.27	7,807	678,350	new

BIV	vanguard bd index fds	2.11	70,457	5,218,720	added	1.65

BKNG	booking holdings inc	0.19	88.00	471,269	reduced	-2.22

BNDW	vanguard scottsdale fds	1.86	54,960	4,602,870	added	0.39