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CIK: 0001798924
Total reported value
$293.0M
$293.0M
84 檔
19.7%
As reported in its official Q3 2024 Form 13F filing, Bay Rivers Group's tracked investment portfolio stood at $293.0M with 84 total positions.
During Q3 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 19.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.26% | -0.46% | -0.52% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.34% | -0.51% | -3.92% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.67% | -0.14% | +895.05% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.57% | -0.54% | -0.21% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.79% | — | -0.99% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | -0.41% | +1.95% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.08% | -0.24% | +0.30% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.95% | -0.16% | -12.44% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.92% | -0.35% | +0.89% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | -0.15% | -0.32% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.57% | -0.59% | +0.86% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.53% | +0.40% | +6.35% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.50% | -0.16% | -0.16% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.47% | -0.29% | +1.20% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.33% | -0.01% | -6.06% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.15% | +3.48% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.29% | -0.20% | +0.28% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.26% | -0.11% | +0.42% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.04% | +1.32% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.19% | -0.07% | +6.60% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 2.12% | +2.56% | +2.34% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.92% | -0.13% | +0.05% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.82% | -0.10% | +0.24% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.55% | -0.15% | +0.25% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.47% | — | -0.47% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.40% | -0.13% | -6.61% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | — | -27.37% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.30% | -0.96% | EXIT | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.24% | — | +172.16% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 1.24% | -0.57% | +1.47% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 1.22% | -0.52% | EXIT | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.03% | -0.64% | EXIT | |
| 33 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.99% | — | +6.43% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.97% | +0.04% | -37.93% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | -0.05% | — | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.84% | -0.04% | -0.03% | |
| 37 | O | Realty Income CORP | Stock-Real Estate | 0.64% | -0.07% | -2.12% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.07% | -3.47% | |
| 39 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.59% | — | -44.22% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.55% | -0.13% | -5.75% | |
| 41 | CLS | Celestica Inc | Stock-Tech | 0.52% | +0.11% | +4.21% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.04% | +0.57% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.09% | — | |
| 44 | MHO | M/i Homes Inc | Stock-Consumer Disc | 0.41% | +0.01% | +7.29% | |
| 45 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.38% | +0.01% | +6.31% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.01% | +2.28% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.01% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | -0.05% | -9.25% | |
| 49 | TOWN | Towne Bank | Stock-Other | 0.29% | -0.03% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.16% | — |
According to official SEC Form 13F filings, Bay Rivers Group reported a total U.S. public equity portfolio value of $293.0M across 84 disclosed positions in Q3 2024.
During Q3 2024, Bay Rivers Group's top holdings by market value included AAPL (8.3%)、NVDA (6.3%)、AVGO (5.7%). The largest single position, AAPL, represented 8.3% of total portfolio value.
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In Q3 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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