Latest Bay Rivers Group Stock Portfolio

Bay Rivers Group Performance:

2026 Q1: -4.02%YTD: -4.02%2025: 21.12%

Performance for 2026 Q1 is -4.02%, and YTD is -4.02%, and 2025 is 21.12%.

About Bay Rivers Group and 13F Hedge Fund Stock Holdings

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bay Rivers Group reported an equity portfolio of $240 Millions as of 31 Mar, 2026.

The top stock holdings of Bay Rivers Group are AAPL, NVDA, AVGO. The fund has invested 6.8% of it's portfolio in APPLE INC and 6.4% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES TR (IJR), REDDIT INC and MIND MEDICINE MINDMED INC (MNMD) stocks. They significantly reduced their stock positions in FEMASYS INC (FEMY), AFLAC INC (AFL) and LOWES COS INC (LOW). Bay Rivers Group opened new stock positions in VERTEX PHARMACEUTICALS INC (VRTX), GE VERNOVA INC and PACER FDS TR (AFTY). The fund showed a lot of confidence in some stocks as they added substantially to OPENDOOR TECHNOLOGIES INC (OPEN), BOEING CO (BA) and ISHARES GOLD TR (IAUM).

Bay Rivers Group Annual Return Estimates Vs S&P 500

Our best estimate is that Bay Rivers Group made a return of -4.02% in the last quarter. In trailing 12 months, it's portfolio return was 25.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vertex pharmaceuticals inc	893,080
ge vernova inc	741,967
pacer fds tr	518,310
definium therapeutics inc	497,939
american elec pwr co inc	488,273
vanguard instl index fd	486,732
emerson elec co	331,874
ttm technologies inc	297,423

New stocks bought by Bay Rivers Group

Additions

Ticker	% Inc.
opendoor technologies inc	97.89
boeing co	72.61
ishares gold tr	45.14
blackrock etf trust ii	43.33
ishares tr	40.89
simplify exchange traded fun	39.11
ge aerospace	35.86
schwab strategic tr	30.07

Additions to existing portfolio by Bay Rivers Group

Reductions

Ticker	% Reduced
femasys inc	-43.00
aflac inc	-28.49
lowes cos inc	-23.68
rtx corporation	-20.46
pepsico inc	-16.31
servicenow inc	-13.73
salesforce inc	-12.99
vaneck etf trust	-12.97

Bay Rivers Group reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-5,978,850
mind medicine mindmed inc	-214,253
reddit inc	-272,856

Bay Rivers Group got rid off the above stocks

Sector Distribution

Bay Rivers Group has about 40.9% of it's holdings in Others sector.

Sector	%
Others	40.9
Technology	29.9
Communication Services	7.1
Consumer Cyclical	4.8
Utilities	4.5
Industrials	3.9
Consumer Defensive	3.7
Healthcare	2.1
Financial Services	2.1

Market Cap. Distribution

Bay Rivers Group has about 54% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	44.5
UNALLOCATED	40.9
LARGE-CAP	9.5
MID-CAP	5.1

Stocks belong to which Index?

About 56.5% of the stocks held by Bay Rivers Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	49.7
Others	43.5
RUSSELL 2000	6.8

Top 5 Winners (%)		%
POWL	powell inds inc	69.7 %
MOD	modine mfg co	60.6 %
BE	bloom energy corp	54.1 %
STX	seagate technology hldngs pl	40.8 %
XOM	exxon mobil corp	40.4 %

Top 5 Winners ($)		$
LRCX	lam research corp	1.0 M
COST	costco wholesale corporation	0.8 M
STRL	sterling infrastructure inc	0.5 M
POWL	powell inds inc	0.4 M
AFK	vaneck etf trust	0.4 M

Top 5 Losers (%)		%
APP	applovin corp	-40.7 %
MIST	milestone pharmaceuticals in	-40.7 %
BBAI	bigbear ai hldgs inc	-34.8 %
CRDO	credo technology group holdi	-34.2 %
NOW	servicenow inc	-29.6 %

Top 5 Losers ($)		$
AVGO	broadcom inc	-1.7 M
MSFT	microsoft corp	-1.7 M
AAPL	apple inc	-1.2 M
NVDA	nvidia corporation	-1.1 M
PLTR	palantir technologies inc	-0.9 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 109 stocks in it's portfolio. About 42% of the portfolio is in top 10 stocks. AVGO proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Bay Rivers Group last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.82	64,541	16,379,800	reduced	-1.00

ADBE	adobe inc	0.09	857	208,320	reduced	-12.01

AEP	american elec pwr co inc	0.20	3,725	488,273	new

AFK	vaneck etf trust	2.55	15,981	6,127,160	reduced	-12.97

AFL	aflac inc	0.10	2,108	231,269	reduced	-28.49

AFTY	pacer fds tr	0.22	8,285	518,310	new

AGGH	simplify exchange traded fun	0.36	27,490	865,942	added	39.11

AGGH	simplify exchange traded fun	0.30	35,922	731,013	added	29.21

AMD	advanced micro devices inc	2.15	25,326	5,152,070	reduced	-4.69

AMGN	amgen inc	1.26	8,607	3,028,280	reduced	-9.81

AMPS	ishares tr	4.08	105,608	9,794,060	added	2.42

AMZN	amazon com inc	2.11	24,360	5,073,460	added	0.03

APP	applovin corp	0.36	2,198	874,804	added	1.71

AVGO	broadcom inc	5.99	46,477	14,385,100	reduced	-2.5

BA	boeing co	1.08	12,994	2,586,200	added	72.61

BAC	bank america corp	0.28	13,996	682,305	added	0.07

BBAI	bigbear ai hldgs inc	0.02	10,961	38,583	unchanged	0.00

BBAX	j p morgan exchange traded f	0.48	20,354	1,153,680	added	24.55

BE	bloom energy corp	0.46	8,145	1,103,570	added	4.33

BIV	vanguard bd index fds	2.24	72,893	5,367,860	added	3.46