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CIK: 0001798924
Total reported value
$293.0M
$293.0M
91 檔
22.5%
At the close of Q3 2025, Bay Rivers Group disclosed equity holdings valued at approximately $293.0M, spread across 91 reported holdings.
In Q3 2025, Bay Rivers Group displayed an active expansion posture, initiating 9 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, AVGO) accounted for 22.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.12% | -0.51% | -3.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.86% | -0.46% | -0.30% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 6.46% | -0.14% | -17.96% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.10% | -0.54% | +1.38% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | -0.41% | -0.63% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.05% | -0.16% | -0.44% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.98% | — | -0.83% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.89% | -0.35% | -1.25% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.77% | -0.24% | -0.93% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.72% | -0.15% | -0.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | +0.04% | -0.25% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.55% | +0.40% | -10.15% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.49% | -0.01% | +1.23% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.43% | -0.52% | +87.15% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.36% | -0.16% | -1.02% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.31% | -0.59% | +0.54% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.15% | -0.56% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 2.17% | -0.29% | +0.05% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.14% | -0.56% | -0.73% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.06% | -0.20% | -1.37% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.98% | -0.11% | +0.43% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.94% | -0.07% | +0.62% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.86% | -0.57% | +2.54% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.77% | +2.56% | -0.84% | |
| 25 | CLS | Celestica Inc | Stock-Tech | 1.62% | +0.11% | -20.51% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 1.47% | -0.13% | +1.13% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 1.34% | -0.13% | +0.03% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 1.27% | +0.04% | -0.26% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 1.27% | +1.27% | +0.27% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.10% | +1.33% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 1.14% | -0.15% | +0.52% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 1.10% | -0.52% | EXIT | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | -0.96% | EXIT | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.98% | -0.64% | EXIT | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.05% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.07% | -1.06% | |
| 37 | APP | Applovin Corp-class A | Stock-Tech | 0.72% | +0.03% | -3.51% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.09% | -6.11% | |
| 39 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.68% | +0.55% | -0.29% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.67% | -0.13% | +0.12% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.16% | -0.44% | |
| 42 | O | Realty Income CORP | Stock-Real Estate | 0.49% | -0.07% | -2.72% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.16% | +67.07% | |
| 44 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.38% | +0.01% | +0.19% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.01% | — | |
| 46 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.31% | -0.02% | +6.23% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | -0.01% | +0.15% | |
| 48 | MHO | M/i Homes Inc | Stock-Consumer Disc | 0.29% | +0.01% | -1.55% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.29% | -0.03% | +13.62% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.04% | -4.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -3.25% | Trim |
| 2 | PLTR | Palantir Technologies Inc-a | +1.5% | -0.73% | Add |
| 3 | AVGO | Broadcom Inc | +1.4% | -17.96% | Trim |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | +0.9% | +87.15% | Add |
| 5 | CLS | Celestica Inc | +0.8% | -20.51% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.25% | Add |
| 7 | LRCX | Lam Research CORP | +0.4% | +0.27% | Add |
| 8 | APP | Applovin Corp-class A | +0.4% | -3.51% | Add |
| 9 | STRL | Sterling Infrastructure Inc | +0.4% | -0.29% | Trim |
| 10 | AMD | Advanced Micro Devices | +0.4% | -0.84% | Trim |
| 11 | MSFT | Microsoft CORP | +0.3% | -0.63% | Trim |
| 12 | SMH | Vaneck Semiconductor ETF | +0.3% | -10.15% | Trim |
| 13 | TSLA | Tesla Inc | +0.2% | -6.11% | Trim |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | +67.07% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.2% | +1.23% | Add |
| 16 | MOD | Modine Manufacturing Co | +0.1% | +0.19% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.44% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +2.54% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Add |
| 20 | META | Meta Platforms Inc-class A | 0% | -1.25% | Trim |
| 21 | BX | Blackstone Inc | 0% | +0.03% | Add |
| 22 | BA | Boeing Co/the | 0% | +0.12% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | -1.06% | Trim |
| 25 | AMZN | Amazon.com Inc | -0.1% | -0.56% | Add |
| 26 | HD | Home Depot Inc | -0.1% | +1.33% | Add |
| 27 | NOW | Servicenow Inc | -0.1% | +1.10% | Trim |
| 28 | MDY | State Street Spdr S&p Midcap | -0.2% | +0.43% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.10% | Trim |
| 30 | VBR | Vanguard Small-cap Value ETF | -0.2% | -1.37% | Trim |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | -0.3% | -1.02% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -49.48% | Trim |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -0.93% | Trim |
| 34 | AMGN | Amgen Inc | -0.4% | +0.52% | Add |
| 35 | CRM | Salesforce Inc | -0.4% | -2.28% | Trim |
| 36 | D | Dominion Energy Inc | -0.6% | -4.24% | Trim |
| 37 | USMV | Ishares Msci USA Min Vol Fac | -0.8% | +1.38% | Add |
| 38 | TLT | Ishares 20+ Year Treasury Bd | -0.9% | -0.83% | Trim |
| 39 | AAPL | Apple Inc | -1.1% | -0.30% | Trim |
| 40 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 41 | PSIX | Power Solutions Internationa | — | NEW | New buy |
| 42 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | New buy |
| 43 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 44 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | NEW | New buy |
| 46 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 47 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 48 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 49 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 50 | GD | General Dynamics CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Bay Rivers Group reported a total U.S. public equity portfolio value of $293.0M across 91 disclosed positions in Q3 2025.
During Q3 2025, Bay Rivers Group's top holdings by market value included NVDA (7.1%)、AAPL (6.9%)、AVGO (6.5%). The largest single position, NVDA, represented 7.1% of total portfolio value.
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.
Top New Position Initiated
PSIX
市值: $464.6K
Top Position Liquidated / Trimmed
UNH
前期市值: $3.3M
In Q3 2025, Bay Rivers Group made 50 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 20 holdings, and fully liquidating 2 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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