Latest Bay Rivers Group Stock Portfolio
Bay Rivers Group Performance:
2025 Q2: 11.09%YTD: 4.02%2024: 22.75%
Performance for 2025 Q2 is 11.09%, and YTD is 4.02%, and 2024 is 22.75%.
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 $218.6 Millions as of 30 Jun, 2025.
The top stock holdings of Bay Rivers Group are AVGO, NVDA, AAPL. The fund has invested 7.1% of it's portfolio in BROADCOM INC and 6.8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in DOMINION ENERGY INC (D), REALTY INCOME CORP (O) and TWILIO INC (TWLO). Bay Rivers Group opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), ISHARES TR (IBCE) and POWER SOLUTIONS INTL INC (PSIX). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), ISHARES TR (IJR) and APPLOVIN CORP (APP).
The top stock holdings of Bay Rivers Group are AVGO, NVDA, AAPL. The fund has invested 7.1% of it's portfolio in BROADCOM INC and 6.8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in DOMINION ENERGY INC (D), REALTY INCOME CORP (O) and TWILIO INC (TWLO). Bay Rivers Group opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), ISHARES TR (IBCE) and POWER SOLUTIONS INTL INC (PSIX). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), ISHARES TR (IJR) and APPLOVIN CORP (APP).
Bay Rivers Group Annual Return Estimates Vs S&P 500
Our best estimate is that Bay Rivers Group made a return of 11.09% in the last quarter. In trailing 12 months, it's portfolio return was 10.63%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco exch traded fd tr ii | 356,381 |
| ishares tr | 352,549 |
| power solutions intl inc | 232,848 |
| select sector spdr tr | 227,328 |
| ishares tr | 220,782 |
| general dynamics corp | 202,704 |
| mind medicine mindmed inc | 75,401 |
| bigbear ai hldgs inc | 74,425 |
New stocks bought by Bay Rivers Group
Additions
| Ticker | % Inc. |
|---|---|
| palantir technologies inc | 85.47 |
| ishares tr | 18.83 |
| applovin corp | 13.79 |
| simplify exchange traded fun | 13.48 |
| adobe inc | 6.56 |
| vanguard index fds | 6.17 |
| royce small cap trust inc | 5.67 |
| amazon com inc | 4.91 |
Additions to existing portfolio by Bay Rivers Group
Reductions
| Ticker | % Reduced |
|---|---|
| dominion energy inc | -69.13 |
| realty income corp | -10.64 |
| twilio inc | -10.25 |
| ishares tr | -7.63 |
| unitedhealth group inc | -7.16 |
| vanguard whitehall fds | -6.59 |
| powell inds inc | -6.57 |
| apple inc | -6.00 |
Bay Rivers Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| merck & co inc | -238,762 |
Bay Rivers Group got rid off the above stocks
Sector Distribution
Bay Rivers Group has about 39.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 39.3 |
| Technology | 31.2 |
| Communication Services | 7.8 |
| Consumer Cyclical | 5.1 |
| Utilities | 4.6 |
| Consumer Defensive | 3.8 |
| Financial Services | 2.8 |
| Healthcare | 2.4 |
| Industrials | 2.2 |
Market Cap. Distribution
Bay Rivers Group has about 55.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 44.6 |
| UNALLOCATED | 39.3 |
| LARGE-CAP | 10.5 |
| SMALL-CAP | 4.6 |
Stocks belong to which Index?
About 58.1% of the stocks held by Bay Rivers Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 52.5 |
| Others | 41.9 |
| RUSSELL 2000 | 5.6 |
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 90 stocks in it's portfolio. About 42.7% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Bay Rivers Group last quarter.
Last Reported on: 09 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AVGO | broadcom inc | 7.14 | 56,662 | 15,618,900 | reduced | -1.87 | ||
Historical Trend of BROADCOM INC Position Held By Bay Rivers GroupWhat % of Portfolio is AVGO?:Number of AVGO shares held:Change in No. of Shares Held: | ||||||||
| NVDA | nvidia corporation | 6.77 | 93,659 | 14,797,200 | reduced | -1.18 | ||
| AAPL | apple inc | 6.03 | 64,204 | 13,172,600 | reduced | -6.00 | ||
| AMPS | ishares tr | 4.34 | 100,976 | 9,478,620 | added | 1.95 | ||
| MSFT | microsoft corp | 3.35 | 14,706 | 7,315,040 | added | 0.22 | ||
| IJR | ishares tr | 3.23 | 79,944 | 7,055,060 | reduced | -0.66 | ||
| META | meta platforms inc | 3.19 | 9,462 | 6,984,080 | added | 0.26 | ||
| QQQ | invesco qqq tr | 3.06 | 12,134 | 6,693,430 | added | 1.59 | ||
| VIG | vanguard specialized funds | 2.89 | 30,824 | 6,308,650 | added | 0.92 | ||
| SPY | spdr s&p 500 etf tr | 2.74 | 9,706 | 5,996,870 | reduced | -2.71 | ||
| COST | costco whsl corp new | 2.66 | 5,883 | 5,823,450 | reduced | -0.07 | ||
| AFK | vaneck etf trust | 2.64 | 20,660 | 5,761,660 | added | 1.94 | ||
| DIA | spdr dow jones indl average | 2.46 | 12,196 | 5,374,340 | added | 1.3 | ||
| VB | vanguard index fds | 2.44 | 12,156 | 5,329,030 | added | 1.71 | ||
| AMZN | amazon com inc | 2.43 | 24,250 | 5,320,210 | added | 4.91 | ||
| BIV | vanguard bd index fds | 2.33 | 69,275 | 5,100,720 | reduced | -0.01 | ||
| NFLX | netflix inc | 2.20 | 3,586 | 4,802,120 | reduced | -2.21 | ||
| VB | vanguard index fds | 2.12 | 23,756 | 4,632,660 | added | 1.39 | ||
| GOOG | alphabet inc | 2.11 | 26,146 | 4,607,710 | added | 0.58 | ||
| BNDW | vanguard scottsdale fds | 2.06 | 54,408 | 4,511,490 | reduced | -1.36 | ||
