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CIK: 0001798924
Total reported value
$293.0M
$293.0M
109 檔
22.7%
The Q1 2026 SEC filing reveals that Bay Rivers Group held a total portfolio value of $293.0M, covering 109 public equity positions.
In Q1 2026, Bay Rivers Group displayed an active expansion posture, initiating 15 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVGO) accounted for 22.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VRTX
市值: $893.1K
Top Position Liquidated / Trimmed
TLT
前期市值: $6.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.82% | -0.46% | -1.00% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | -0.51% | -1.80% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.99% | -0.14% | -2.50% | |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.46% | -0.52% | +43.33% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.08% | -0.54% | +2.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | +0.04% | -1.07% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.08% | -0.16% | +4.71% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.75% | -0.24% | +1.61% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | -0.15% | +1.82% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.56% | -0.59% | -1.22% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.55% | +0.40% | -12.97% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.35% | -0.16% | +0.77% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.41% | -0.26% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.29% | -0.35% | -1.43% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 2.24% | -0.29% | +3.46% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.19% | -0.20% | -0.36% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 2.15% | +2.56% | -4.69% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 2.13% | +1.27% | -2.72% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | -0.15% | +0.03% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.10% | -0.11% | +2.43% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 2.09% | -0.01% | +3.11% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.96% | -0.07% | +3.30% | |
| 23 | CLS | Celestica Inc | Stock-Tech | 1.75% | +0.11% | +3.90% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.64% | -0.56% | -2.89% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.62% | -0.13% | +1.90% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.37% | -0.57% | -4.20% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.26% | -0.15% | -9.81% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 1.13% | +0.04% | +3.86% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 1.08% | -0.13% | +72.61% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.10% | +0.69% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.96% | -0.96% | EXIT | |
| 32 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.91% | +0.55% | +7.25% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.81% | -0.13% | -8.83% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.05% | -0.08% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.07% | -0.05% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.16% | +0.02% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.64% | EXIT | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.09% | +8.19% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.16% | +8.35% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.52% | -0.52% | EXIT | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.48% | -0.03% | +24.55% | |
| 42 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.46% | +0.37% | +4.33% | |
| 43 | POWL | Powell Industries Inc | Stock-Industrials | 0.45% | +0.14% | — | |
| 44 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.39% | +0.01% | -5.49% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.01% | -4.41% | |
| 46 | O | Realty Income CORP | Stock-Real Estate | 0.38% | -0.07% | -11.54% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.37% | +0.12% | — | |
| 48 | APP | Applovin Corp-class A | Stock-Tech | 0.36% | +0.03% | +1.71% | |
| 49 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.36% | -0.03% | +39.11% | |
| 50 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.36% | -0.02% | +9.47% |
According to official SEC Form 13F filings, Bay Rivers Group reported a total U.S. public equity portfolio value of $293.0M across 109 disclosed positions in Q1 2026.
During Q1 2026, Bay Rivers Group's top holdings by market value included AAPL (6.8%)、NVDA (6.4%)、AVGO (6.0%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q1 2026, Bay Rivers Group made 100 total portfolio adjustments, initiating 15 new buys, adding to 45 positions, trimming 37 holdings, and fully liquidating 3 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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