13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001798924
Total reported value
$293.0M
$293.0M
80 檔
15.7%
According to the latest 13F quarterly dataset, Bay Rivers Group managed an equity portfolio of $293.0M at the end of Q1 2024, spanning 80 distinct U.S. exchange-listed positions.
During Q1 2024, Bay Rivers Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVGO) accounted for 15.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.70% | -0.46% | +3.21% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.79% | -0.51% | +5.90% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.73% | -0.14% | +0.70% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.68% | -0.54% | -2.32% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.37% | -0.16% | -1.94% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.27% | — | +10.46% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.41% | -2.27% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.99% | -0.24% | -0.92% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.71% | -0.35% | -0.33% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.70% | +0.40% | -20.79% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.67% | -0.15% | -1.78% | |
| 12 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 2.59% | — | +9.76% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.56% | -0.16% | -2.28% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.42% | -0.29% | +67.17% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.41% | -0.01% | -8.78% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.41% | -0.11% | +4.58% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.39% | -0.20% | +1.05% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | -0.15% | +1.27% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.34% | -0.59% | +2.95% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 2.28% | +2.56% | -6.86% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.23% | +0.04% | +0.09% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.97% | -0.13% | -0.61% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.96% | -0.07% | +3.97% | |
| 24 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 1.91% | — | -0.81% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.87% | -0.10% | -3.18% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.74% | — | -2.90% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.73% | — | +10.51% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 1.60% | +0.04% | -0.29% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.49% | -0.15% | +0.27% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 1.43% | -0.13% | +0.42% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.23% | -0.64% | EXIT | |
| 32 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.22% | — | +4.28% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 1.17% | -0.57% | -9.78% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | -0.05% | -0.27% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.86% | -0.13% | -2.21% | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.80% | -0.04% | -2.34% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.07% | — | |
| 38 | O | Realty Income CORP | Stock-Real Estate | 0.66% | -0.07% | -5.13% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.61% | — | +10.30% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.04% | +14.96% | |
| 41 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.51% | — | -24.94% | |
| 42 | CLSEUR | Celestica Inc | Stock-Other | 0.47% | — | — | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.47% | — | — | |
| 44 | AWK | American Water Works Co Inc | Stock-Utilities | 0.39% | — | -22.41% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.09% | -9.75% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.01% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | -0.05% | -1.19% | |
| 48 | MHO | M/i Homes Inc | Stock-Consumer Disc | 0.33% | +0.01% | +29.67% | |
| 49 | CWH | Camping World Holdings Inc-a | Stock-Other | 0.30% | — | -14.14% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.16% | -2.37% |
According to official SEC Form 13F filings, Bay Rivers Group reported a total U.S. public equity portfolio value of $293.0M across 80 disclosed positions in Q1 2024.
During Q1 2024, Bay Rivers Group's top holdings by market value included AAPL (6.7%)、NVDA (5.8%)、AVGO (4.7%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q1 2024, Bay Rivers Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.