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CIK: 0001798924
Total reported value
$293.0M
$293.0M
81 檔
17.6%
In Q1 2025, Bay Rivers Group's U.S. equity holdings reached a combined market value of $293.0M, distributed across 81 disclosed stock positions.
In Q1 2025, Bay Rivers Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVGO) accounted for 17.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.95% | -0.46% | -2.29% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.39% | -0.51% | -8.70% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.07% | -0.14% | -10.45% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.86% | -0.54% | -1.23% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.84% | — | +1.41% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.11% | -0.24% | -2.45% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.94% | -0.16% | -2.21% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.93% | -0.15% | -0.84% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.92% | -0.59% | +1.55% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.41% | +0.34% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.85% | -0.35% | -5.11% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.67% | -0.29% | +0.27% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.65% | -0.16% | +0.55% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.36% | -0.07% | -0.48% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.32% | -0.01% | -2.36% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.15% | -1.35% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.29% | -0.20% | -2.50% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.25% | +0.40% | -2.60% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.18% | -0.11% | -2.80% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.11% | +0.04% | -0.57% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.88% | -0.13% | -2.14% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.79% | -0.57% | +3.03% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.73% | — | -4.86% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.55% | -0.52% | — | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.54% | -0.15% | -1.94% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 1.47% | +0.04% | +21.80% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.41% | -0.64% | EXIT | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 1.40% | +2.56% | -1.26% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.10% | +1.45% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 1.31% | -0.13% | -2.19% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.28% | -0.96% | EXIT | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 1.20% | -0.52% | EXIT | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.85% | +1.27% | -0.78% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.05% | -9.05% | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.82% | -0.04% | -6.09% | |
| 36 | CLS | Celestica Inc | Stock-Tech | 0.81% | +0.11% | +1.12% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.07% | +1.24% | |
| 38 | O | Realty Income CORP | Stock-Real Estate | 0.67% | -0.07% | +7.48% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.56% | +136.37% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.64% | -0.13% | -3.38% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.16% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.09% | +7.38% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.02% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.04% | -8.88% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.01% | -5.92% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.01% | -5.20% | |
| 47 | TOWN | Towne Bank | Stock-Other | 0.31% | -0.03% | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.30% | -0.03% | +33.13% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | -0.01% | +4.22% | |
| 50 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.30% | -0.02% | +37.62% |
According to official SEC Form 13F filings, Bay Rivers Group reported a total U.S. public equity portfolio value of $293.0M across 81 disclosed positions in Q1 2025.
During Q1 2025, Bay Rivers Group's top holdings by market value included AAPL (8.0%)、NVDA (5.4%)、AVGO (5.1%). The largest single position, AAPL, represented 8.0% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $15.2M
In Q1 2025, Bay Rivers Group made 50 total portfolio adjustments, initiating 50 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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