Latest Bay Rivers Group Stock Portfolio
Bay Rivers Group Performance:
2025 Q3: 8.3%YTD: 12.41%2024: 23.13%
Performance for 2025 Q3 is 8.3%, and YTD is 12.41%, and 2024 is 23.13%.
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 $237.5 Millions as of 30 Sep, 2025.
The top stock holdings of Bay Rivers Group are NVDA, AAPL, AVGO. The fund has invested 7.1% of it's portfolio in NVIDIA CORPORATION and 6.9% of portfolio in APPLE INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), TWILIO INC (TWLO) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, BROADCOM INC (AVGO) and POWELL INDS INC (POWL). Bay Rivers Group opened new stock positions in CREDO TECHNOLOGY GROUP HOLDI (CRDO), ORACLE CORP (ORCL) and REDDIT INC. The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST II (HYMU), VANGUARD INDEX FDS (VB) and POWER SOLUTIONS INTL INC (PSIX).
The top stock holdings of Bay Rivers Group are NVDA, AAPL, AVGO. The fund has invested 7.1% of it's portfolio in NVIDIA CORPORATION and 6.9% of portfolio in APPLE INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), TWILIO INC (TWLO) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, BROADCOM INC (AVGO) and POWELL INDS INC (POWL). Bay Rivers Group opened new stock positions in CREDO TECHNOLOGY GROUP HOLDI (CRDO), ORACLE CORP (ORCL) and REDDIT INC. The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST II (HYMU), VANGUARD INDEX FDS (VB) and POWER SOLUTIONS INTL INC (PSIX).
Bay Rivers Group Annual Return Estimates Vs S&P 500
Our best estimate is that Bay Rivers Group made a return of 8.3% in the last quarter. In trailing 12 months, it's portfolio return was 16.75%.
New Buys
| Ticker | $ Bought |
|---|---|
| credo technology group holdi | 282,920 |
| oracle corp | 277,584 |
| reddit inc | 272,998 |
| schwab strategic tr | 258,181 |
| opendoor technologies inc | 111,915 |
New stocks bought by Bay Rivers Group
Additions
| Ticker | % Inc. |
|---|---|
| blackrock etf trust ii | 87.15 |
| vanguard index fds | 67.07 |
| power solutions intl inc | 31.39 |
| mind medicine mindmed inc | 20.51 |
| milestone pharmaceuticals in | 16.55 |
| simplify exchange traded fun | 14.48 |
| j p morgan exchange traded f | 13.62 |
| simplify exchange traded fun | 12.21 |
Additions to existing portfolio by Bay Rivers Group
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -49.48 |
| celestica inc | -20.51 |
| broadcom inc | -17.96 |
| powell inds inc | -13.03 |
| vaneck etf trust | -10.15 |
| ge aerospace | -8.15 |
| rtx corporation | -6.39 |
| tesla inc | -6.11 |
Bay Rivers Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wolfspeed inc | -3,988 |
| unitedhealth group inc | -1,821,710 |
| twilio inc | -237,279 |
| select sector spdr tr | -227,328 |
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 | 32.3 |
| Communication Services | 7.6 |
| Consumer Cyclical | 5.2 |
| Utilities | 4.3 |
| Consumer Defensive | 3.4 |
| Financial Services | 2.8 |
| Industrials | 2.3 |
| Healthcare | 1.5 |
Market Cap. Distribution
Bay Rivers Group has about 54.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 43.5 |
| UNALLOCATED | 39.6 |
| LARGE-CAP | 10.9 |
| SMALL-CAP | 4.5 |
| MID-CAP | 1.5 |
Stocks belong to which Index?
About 57.1% of the stocks held by Bay Rivers Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 51.2 |
| Others | 42.9 |
| RUSSELL 2000 | 5.9 |
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 91 stocks in it's portfolio. About 42.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Bay Rivers Group last quarter.
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.86 | 64,009 | 16,298,500 | reduced | -0.3 | ||
| ADBE | adobe inc | 0.15 | 1,016 | 358,394 | reduced | -2.21 | ||
| AFK | vaneck etf trust | 2.55 | 18,564 | 6,058,550 | reduced | -10.15 | ||
| AFL | aflac inc | 0.14 | 2,948 | 329,292 | unchanged | 0.00 | ||
| AGGH | simplify exchange traded fun | 0.22 | 16,564 | 517,410 | added | 14.48 | ||
| AGGH | simplify exchange traded fun | 0.16 | 18,973 | 392,931 | added | 12.21 | ||
| AMD | advanced micro devices inc | 1.77 | 25,960 | 4,200,070 | reduced | -0.84 | ||
| AMGN | amgen inc | 1.14 | 9,606 | 2,710,850 | added | 0.52 | ||
| AMPS | ishares tr | 4.10 | 102,372 | 9,739,650 | added | 1.38 | ||
| AMZN | amazon com inc | 2.23 | 24,113 | 5,294,490 | reduced | -0.56 | ||
| APP | applovin corp | 0.72 | 2,364 | 1,698,630 | reduced | -3.51 | ||
| AVGO | broadcom inc | 6.46 | 46,486 | 15,336,200 | reduced | -17.96 | ||
| BA | boeing co | 0.67 | 7,409 | 1,599,080 | added | 0.12 | ||
| BAC | bank america corp | 0.30 | 13,736 | 708,640 | added | 0.15 | ||
| BBAI | bigbear ai hldgs inc | 0.03 | 10,961 | 71,466 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 0.29 | 12,026 | 686,670 | added | 13.62 | ||
| BIV | vanguard bd index fds | 2.17 | 69,312 | 5,154,760 | added | 0.05 | ||
| BKNG | booking holdings inc | 0.20 | 90.00 | 485,934 | added | 3.45 | ||
| BNDW | vanguard scottsdale fds | 1.94 | 54,745 | 4,604,580 | added | 0.62 | ||
| BX | blackstone inc | 1.34 | 18,636 | 3,183,960 | added | 0.03 | ||