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Bay Rivers Group

Diversified strategySector-focusedMomentum follower

Total reported value

$240.0M

Reporting period: 2026-03-31 · Number of holdings: 109

Bay Rivers Group disclosed 109 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $240.0M and a quarterly turnover rate of 16.7%.

Personality snowflake

Concentration
11.35
Portfolio Stability
16.67
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
85.47

Recent moves

  • Add BINC

    +43.3%　$3.1M

  • Trim AVGO

    -2.5%　-$2.1M

  • Trim MSFT

    -0.3%　-$1.7M

  • Add LRCX

    -2.7%　$902.6K

  • Add BA

    +72.6%　$951.7K

  • Add COST

    -1.2%　$761.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech6.82%-0.35%-1.00%
2NVDANvidia CORPStock-Tech6.41%-0.37%-1.80%
3AVGOBroadcom INCStock-Tech5.99%-0.68%-2.50%
4BINCIshares Flex I A Etf-usd INCETF-Other4.46%+1.39%+43.33%
5USMVIshares Msci USA Min Vol FacETF-Other4.08%—+2.42%
6GOOGLAlphabet Inc-cl AStock-Comm Services3.14%-0.22%-1.07%
7QQQInvesco Qqq Trust Series 1ETF-Tech3.08%—+4.71%
8VIGVanguard Dividend Apprec ETFETF-Other2.75%—+1.61%
9SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.68%—+1.82%
10COSTCostco Wholesale CORPStock-Consumer Staples2.56%+0.38%-1.22%
11SMHVaneck Semiconductor ETFETF-Other2.55%-0.12%-12.97%
12DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth2.35%—+0.77%
13MSFTMicrosoft CORPStock-Tech2.32%-0.63%-0.26%
14METAMeta Platforms Inc-class AStock-Comm Services2.29%-0.31%-1.43%
15BNDVanguard Total Bond MarketETF-Other2.24%—+3.46%
16VBRVanguard Small-cap Value ETFETF-Other2.19%—-0.36%
17AMDAdvanced Micro DevicesStock-Tech2.15%-0.15%-4.69%
18LRCXLam Research CORPStock-Tech2.13%+0.43%-2.72%
19AMZNAmazon.com INCStock-Consumer Disc2.11%-0.16%+0.03%
20MDYState Street Spdr S&p MidcapETF-Other2.10%+0.16%+2.43%
21VUGVanguard Growth ETFETF-Other2.09%-0.10%+3.11%
22VCITVanguard Int-term CorporateETF-Corp Bonds1.96%—+3.30%
23CLSCelestica INCStock-Tech1.75%—+3.90%
24PLTRPalantir Technologies Inc-aStock-Tech1.64%-0.36%-2.89%
25XLVSs Health Care Select SectorETF-Other1.62%—+1.90%
26NFLXNetflix INCStock-Comm Services1.37%—-4.20%
27AMGNAmgen INCStock-Healthcare1.26%—-9.81%
28XLFSs Financial Select SectorETF-Other1.13%-0.04%+3.86%
29BABoeing Co/theStock-Industrials1.08%+0.42%+72.61%
30HDHome Depot INCStock-Consumer Disc1.02%—+0.69%
31VNQVanguard Real Estate ETFETF-Other0.96%—+2.30%
32STRLSterling Infrastructure INCStock-Industrials0.91%+0.29%+7.25%
33BXBlackstone INCStock-Financials0.81%-0.35%-8.83%
34VTIVanguard Total Stock Mkt ETFETF-Other0.81%—-0.08%
35JPMJpmorgan Chase & CoStock-Financials0.74%-0.05%-0.05%
36WMTWalmart INCStock-Consumer Staples0.64%—+0.02%
37CRMSalesforce INCStock-Tech0.64%-0.37%-12.99%
38TSLATesla INCStock-Consumer Disc0.62%-0.05%+8.19%
39VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.53%—+8.35%
40NOWServicenow INCStock-Tech0.52%-0.34%-13.73%
41JEPIJpmorgan Equity Premium IncoETF-Other0.48%+0.10%+24.55%
42BEBloom Energy Corp- AStock-Industrials0.46%+0.19%+4.33%
43POWLPowell Industries INCStock-Industrials0.45%+0.19%—
44MODModine Manufacturing CoStock-Consumer Disc0.39%+0.14%-5.49%
45JNJJohnson & JohnsonStock-Healthcare0.38%—-4.41%
46ORealty Income CORPStock-Real Estate0.38%—-11.54%
47VRTXVertex Pharmaceuticals INCStock-Healthcare0.37%+0.37%NEW
48APPApplovin Corp-class AStock-Tech0.36%-0.23%+1.71%
49HEQTSimplify Hedged Equity ETFETF-Other0.36%+0.10%+39.11%
50RVTRoyce Small-cap Trust INCStock-Other0.36%—+9.47%
1–50 of 109

Holding changes this quarter

Bay Rivers Group's most significant position changes for 2026-03-31: Sold out: Ishares 20+ Year Treasury Bd (TLT); New buy: Vertex Pharmaceuticals INC (VRTX); New buy: GE Vernova INC (GEV); New buy: Pacer US Cash Cows 100 ETF (COWZ); New buy: Definium Therapeutics INC (DFTX).

Position changes disclosed by Bay Rivers Group for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BINCIshares Flex I A Etf-usd INC+1.4%+43.33%Add
2LRCXLam Research CORP+0.4%-2.72%Trim
3BABoeing Co/the+0.4%+72.61%Add
4COSTCostco Wholesale CORP+0.4%-1.22%Trim
5STRLSterling Infrastructure INC+0.3%+7.25%Add
6POWLPowell Industries INC+0.2%—Unchanged
7BEBloom Energy Corp- A+0.2%+4.33%Add
8MDYState Street Spdr S&p Midcap+0.2%+2.43%Add
9MODModine Manufacturing Co+0.1%-5.49%Trim
10HEQTSimplify Hedged Equity ETF+0.1%+39.11%Add
11JEPIJpmorgan Equity Premium Inco+0.1%+24.55%Add
12MTUMIshares Msci USA Momentum Fa+0.1%+40.89%Add
13SCHDSchwab US Dvd Equity ETF+0.1%+30.07%Add
14XOMExxon Mobil CORP+0.1%-2.74%Trim
15SPYSs Spdr S&p 500 ETF Trust-us—+1.82%Add
16DIASs Spdr Dow Jones Indus Avg—+0.77%Add
17XLFSs Financial Select Sector0%+3.86%Add
18TSLATesla INC-0.1%+8.19%Add
19JPMJpmorgan Chase & Co-0.1%-0.05%Trim
20VUGVanguard Growth ETF-0.1%+3.11%Add
21SMHVaneck Semiconductor ETF-0.1%-12.97%Trim
22AMDAdvanced Micro Devices-0.2%-4.69%Trim
23AMZNAmazon.com INC-0.2%+0.03%Add
24GOOGLAlphabet Inc-cl A-0.2%-1.07%Trim
25APPApplovin Corp-class A-0.2%+1.71%Add
26METAMeta Platforms Inc-class A-0.3%-1.43%Trim
27NOWServicenow INC-0.3%-13.73%Trim
28AAPLApple INC-0.4%-1.00%Trim
29BXBlackstone INC-0.4%-8.83%Trim
30PLTRPalantir Technologies Inc-a-0.4%-2.89%Trim
31NVDANvidia CORP-0.4%-1.80%Trim
32CRMSalesforce INC-0.4%-12.99%Trim
33MSFTMicrosoft CORP-0.6%-0.26%Trim
34AVGOBroadcom INC-0.7%-2.50%Trim
35TLTIshares 20+ Year Treasury Bd—EXITSold out
36VRTXVertex Pharmaceuticals INC—NEWNew buy
37GEVGE Vernova INC—NEWNew buy
38COWZPacer US Cash Cows 100 ETF—NEWNew buy
39DFTXDefinium Therapeutics INC—NEWNew buy
40AEPAmerican Electric Power—NEWNew buy
41VBILVanguard 0-3m T-bill ETF—NEWNew buy
42EMREmerson Electric Co—NEWNew buy
43TTMITtm Technologies—NEWNew buy
44RDDTReddit Inc-cl A—EXITSold out
45RSPInvesco S&p 500 Equal Weight—NEWNew buy
46HASHasbro INC—NEWNew buy
47BRD1EURMind Medicine Mindmed INC—EXITSold out
48MUMicron Technology INC—NEWNew buy
49PWVInvesco Large Cap Value ETF—NEWNew buy
50COHRCoherent CORP—NEWNew buy

FAQ

What is Bay Rivers Group and what type of investor is it?
Bay Rivers Group is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $240.0M, spread across 109 disclosed positions.
What are Bay Rivers Group's largest equity positions?
Based on the latest 13F filing, Bay Rivers Group's top holdings by market value are: 1. Apple INC (AAPL) — $16.4M (6.8%) 2. Nvidia CORP (NVDA) — $15.4M (6.4%) 3. Broadcom INC (AVGO) — $14.4M (6.0%) 4. Ishares Flex I A Etf-usd INC (BINC) — $10.7M (4.5%) 5. Ishares Msci USA Min Vol Fac (USMV) — $9.8M (4.1%)
What changes did Bay Rivers Group make in its most recent portfolio filing?
In the latest reported quarter, Bay Rivers Group made 49 notable position adjustments: 13 new positions were initiated, 16 existing holdings were added to, 17 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Ishares 20+ Year Treasury Bd (TLT); New buy: Vertex Pharmaceuticals INC (VRTX); New buy: GE Vernova INC (GEV); New buy: Pacer US Cash Cows 100 ETF (COWZ); New buy: Definium Therapeutics INC (DFTX)
What sectors does Bay Rivers Group focus on?
Bay Rivers Group is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.5% • Communication Services: 12.2% • Consumer Discretionary: 8.3% • Industrials: 7.3% • Consumer Staples: 6.3% • Financials: 4.0%