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Latest Bay Rivers Group Stock Portfolio

$293Million | No. of Holdings #125

Bay Rivers Group Performance

2026 Q2+11.49%
YTD+7.01%
2025+21.12%

About Bay Rivers Group and 13F Hedge Fund Stock Holdings

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bay Rivers Group reported an equity portfolio of $293 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Bay Rivers Group are AAPL, NVDA, AVGO. The fund has invested 6.4% of it's portfolio in APPLE INC and 5.9% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off VANGUARD INDEX FDS (VB), SALESFORCE INC (CRM) and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), VANGUARD INDEX FDS (VB) and VANECK ETF TRUST (AFK). Bay Rivers Group opened new stock positions in SELECT SECTOR SPDR TR (XLB), VANGUARD STAR FDS (VXUS) and REDDIT INC. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and OPENDOOR TECHNOLOGIES INC (OPEN).
Bay Rivers Group Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$293Million
  as of Jul 09, 2026

Bay Rivers Group Annual Return Estimates Vs S&P 500

Our best estimate is that Bay Rivers Group made a return of 11.49% in the last quarter. In trailing 12 months, it's portfolio return was 22.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr2,988,350
vanguard star fds826,432
reddit inc685,294
kohls corp555,363
invesco exchange traded fd t484,238
lumentum hldgs inc414,443
vertiv holdings co380,356
ionq inc337,402
New stocks bought by Bay Rivers Group

Additions

Ticker% Inc.
vanguard index fds516
ishares tr300
opendoor technologies inc244
credo technology group holdi126
invesco exchange traded fd t98.83
d-wave quantum inc62.21
milestone pharmaceuticals in55.91
enterprise prods partners l34.21
Additions to existing portfolio by Bay Rivers Group

Reductions

Ticker% Reduced
micron technology inc-47.7
vanguard index fds-26.81
vaneck etf trust-17.52
twilio inc-12.36
palo alto networks inc-12.13
coherent corp-11.85
markel group inc-11.11
vanguard whitehall fds-10.08
Bay Rivers Group reduced stake in above stock

Sold off

Ticker$ Sold
vanguard index fds-2,296,010
servicenow inc-1,245,190
salesforce inc-1,531,580
gigacloud technology inc-273,959
femasys inc-7,984
adobe inc-208,320
Bay Rivers Group got rid off the above stocks

Sector Distribution

Bay Rivers Group has about 40.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Utilities
  • Consumer Defensive
  • Healthcare
  • Financial Services
Sector%
Others40.2
Technology32
Communication Services6.3
Industrials5
Consumer Cyclical4.7
Utilities3.9
Consumer Defensive2.9
Healthcare2.1
Financial Services1.9

Market Cap. Distribution

Bay Rivers Group has about 54.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP44.5
UNALLOCATED40.2
LARGE-CAP9.9
MID-CAP5.2

Stocks belong to which Index?

About 57% of the stocks held by Bay Rivers Group either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50048.9
Others43
RUSSELL 20008.1
Top 5 Winners (%)%
MU
micron technology inc
184.0 %
AMD
advanced micro devices inc
179.8 %
STX
seagate technology hldngs pl
133.9 %
definium therapeutics inc
123.0 %
BE
bloom energy corp
122.9 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
9.3 M
LRCX
lam research corp
5.2 M
AFK
vaneck etf trust
4.0 M
AVGO
broadcom inc
3.1 M
AAPL
apple inc
2.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
IJR
ishares tr
-60.3 %
PSIX
power solutions intl inc
-36.0 %
NFLX
netflix inc.
-25.2 %
BP
bp plc
-21.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-14.4 M
NFLX
netflix inc.
-0.8 M
PLTR
palantir technologies inc
-0.8 M
IJR
ishares tr
-0.4 M
COST
costco wholesale corporation
-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 125 stocks in it's portfolio. About 42.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Bay Rivers Group last quarter.

$292.61MTotal Value
131Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Bay Rivers Group, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Bay Rivers Group's holding in Vaneck Etf Trust over time
2.95%13,181
$8.65M
2.95%
decreased 17.52 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Bay Rivers Group's holding in Pacer Fds Tr over time
0.19%8,946
$556.4K
0.19%
increased 7.98 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Bay Rivers Group's holding in Simplify Exchange Traded Fun over time
0.33%28,608
$959.5K
0.33%
increased 4.07 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Bay Rivers Group's holding in Simplify Exchange Traded Fun over time
0.27%39,011
$786.9K
0.27%
increased 8.6 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Bay Rivers Group's holding in Global X Fds over time
0.07%2,600
$200.1K
0.07%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Bay Rivers Group's holding in J P Morgan Exchange Traded F over time
0.45%23,360
$1.32M
0.45%
increased 14.77 percentadded