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CIK: 0001798924
Total reported value
$293.0M
$293.0M
80 檔
18.8%
At the close of Q2 2024, Bay Rivers Group disclosed equity holdings valued at approximately $293.0M, spread across 80 reported holdings.
During Q2 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 18.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.85% | -0.46% | +0.78% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.02% | -0.51% | +836.47% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.55% | -0.14% | +2.20% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.41% | -0.54% | -0.83% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.75% | — | +24.77% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.47% | -0.16% | +0.71% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.41% | +7.36% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.96% | -0.24% | +4.62% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.67% | -0.35% | +0.12% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.66% | -0.15% | +1.43% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.65% | +0.40% | -10.72% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.56% | -0.59% | -0.65% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +0.04% | -0.24% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.52% | -0.01% | +1.68% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 2.45% | -0.29% | +7.94% | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.42% | -0.16% | +1.58% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | -0.15% | -0.35% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.21% | -0.11% | +0.79% | |
| 19 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 2.19% | — | +10.22% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.17% | -0.20% | +1.01% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 2.14% | +2.56% | +10.43% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.05% | -0.07% | +11.26% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.90% | -0.13% | +3.39% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.72% | — | +2.25% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.61% | -0.10% | +1.61% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.60% | — | +0.97% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.57% | -0.15% | +1.34% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 1.49% | +0.04% | +0.30% | |
| 29 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.27% | — | +0.44% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 1.27% | -0.13% | -0.91% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.21% | -0.57% | -1.12% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 1.11% | -0.52% | EXIT | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.64% | EXIT | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | -0.05% | -0.27% | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.74% | -0.04% | -1.87% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.74% | -0.13% | -3.83% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.07% | +4.83% | |
| 38 | CLS | Celestica Inc | Stock-Tech | 0.58% | +0.11% | — | |
| 39 | O | Realty Income CORP | Stock-Real Estate | 0.57% | -0.07% | -5.63% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.04% | +5.49% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.43% | — | +5.12% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.09% | -7.26% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.01% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.01% | +39.78% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | -0.05% | — | |
| 46 | MHO | M/i Homes Inc | Stock-Consumer Disc | 0.28% | +0.01% | +1.71% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.16% | -2.70% | |
| 48 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.28% | +0.01% | +25.28% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | -0.01% | +6.06% | |
| 50 | TOWN | Towne Bank | Stock-Other | 0.25% | -0.03% | — |
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 Q2 2024.
During Q2 2024, Bay Rivers Group's top holdings by market value included AAPL (7.8%)、NVDA (7.0%)、AVGO (5.5%). The largest single position, AAPL, represented 7.8% of total portfolio value.
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In Q2 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.
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