Bay Rivers Group

13F filer · CIK 0001798924

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$293MU.S. long equity reported on 13F

Positions9316 new · 5 closed

Net flow last quarter-$265KBuys minus sells

Top 10 positions weight40.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202693 positions
AAPLApple Inc.	$18.6M	6.36%	0.00%	-0.1%	Q4 2019
NVDANvidia Corp	$17.3M	5.90%	0.00%	-2.1%	Q3 2020
AVGOBroadcom Inc.	$17.1M	5.85%	0.00%	-2.4%	Q4 2019
AMDAdvanced Micro Devices Inc	$13.8M	4.71%	0.00%	-6.2%	Q2 2020
LRCXLam Research Corp	$9.96M	3.40%	0.00%	-4.1%	Q4 2019
GOOGLAlphabet Inc.	$9.31M	3.18%	0.00%	-0.7%	Q4 2019
SMHMarket Vectors ETF Trust	$8.65M	2.95%	Not reported	-17.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$8.55M	2.92%	Not reported	-9.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$7.43M	2.53%	Not reported	+0.6%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$6.43M	2.19%	Not reported	+0.8%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$5.83M	1.99%	Not reported	+1.5%	Q4 2019
COSTCostco Wholesale Corp	$5.77M	1.97%	0.00%	+0.1%	Q2 2020
AMZNAmazon Com Inc	$5.74M	1.96%	0.00%	-1.2%	Q4 2019
METAMeta Platforms, Inc.	$5.69M	1.94%	Not reported	+5.3%	Q4 2019
MSFTMicrosoft Corp	$5.6M	1.91%	0.00%	-0.3%	Q4 2019
CLSCelestica Inc	$5.44M	1.86%	0.01%	+0.3%	Q1 2024
STRLSterling Infrastructure, Inc.	$4.28M	1.46%	0.02%	-4.5%	Q4 2024
AMGNAmgen Inc	$3.24M	1.11%	0.00%	+3.9%	Q4 2019
PLTRPalantir Technologies Inc.	$3.16M	1.08%	0.00%	+0.4%	Q3 2024
BABoeing Co	$2.8M	0.95%	0.00%	-0.6%	Q4 2019
HDHome Depot, Inc.	$2.69M	0.92%	0.00%	+2.6%	Q4 2019
BEBloom Energy Corp	$2.44M	0.83%	0.00%	-0.9%	Q4 2025
NFLXNetflix Inc	$2.33M	0.80%	0.00%	-4.3%	Q2 2020
BXBlackstone Inc.	$1.99M	0.68%	0.00%	-0.5%	Q4 2019
JPMJPMorgan Chase & Co	$1.98M	0.67%	0.00%	Not reported	Q4 2019
POWLPowell Industries Inc	$1.71M	0.59%	0.02%	-0.3%	Q3 2024
TSLATesla, Inc.	$1.54M	0.53%	0.00%	-7.7%	Q2 2020
DFTXDefinium Therapeutics, Inc.	$1.47M	0.50%	0.02%	+18.5%	Q1 2026
WMTWalmart Inc.	$1.4M	0.48%	0.00%	+0.2%	Q1 2025
CRDOCredo Technology Group Holding Ltd	$1.33M	0.45%	0.00%	+126.3%	Q3 2025
MODModine Manufacturing Co	$1.17M	0.40%	0.01%	+0.9%	Q1 2024
APPAppLovin Corp	$1.13M	0.39%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$1.08M	0.37%	0.00%	+13.1%	Q4 2019
VRTXVertex Pharmaceuticals Inc / Ma	$1.04M	0.36%	0.00%	+5.0%	Q1 2026
GEGeneral Electric Co	$1.03M	0.35%	0.00%	+15.4%	Q1 2025
GEVGE Vernova Inc.	$1.02M	0.35%	0.00%	+2.4%	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.02M	0.35%	0.00%	Not reported	Q1 2024
RVTRoyce Small-Cap Trust, Inc.	$988K	0.34%	Not reported	+4.0%	Q2 2024
ORealty Income Corp	$898K	0.31%	0.00%	-2.2%	Q4 2019
STXSeagate Technology Holdings plc	$848K	0.29%	0.00%	+7.9%	Q4 2025
BACBank of America Corp	$805K	0.27%	0.00%	+0.9%	Q4 2019
GOOGAlphabet Inc.	$784K	0.27%	Not reported	+1.8%	Q2 2021
RDDTReddit, Inc.	$685K	0.23%	Not reported	Not reported	Q3 2025
MHOM/I Homes, Inc.	$684K	0.23%	0.02%	-2.3%	Q4 2023
OPENOpendoor Technologies Inc.	$673K	0.23%	0.02%	+244.5%	Q3 2025
PEPPepsico Inc	$614K	0.21%	0.00%	+15.3%	Q4 2019
TTMITTM Technologies Inc	$606K	0.21%	0.00%	+6.1%	Q1 2026
XOMExxonMobil Holdings Corp	$590K	0.20%	0.00%	+21.4%	Q4 2019
PANWPalo Alto Networks Inc	$581K	0.20%	0.00%	-12.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$564K	0.19%	Not reported	-10.1%	Q4 2019

Q1 2026Reported Apr 13, 202682 positions
AAPLApple Inc.	$16.4M	6.82%	0.00%	-1.0%	Q4 2019
NVDANvidia Corp	$15.4M	6.41%	0.00%	-1.8%	Q3 2020
AVGOBroadcom Inc.	$14.4M	5.99%	0.00%	-2.5%	Q4 2019
GOOGLAlphabet Inc.	$7.55M	3.14%	0.00%	-1.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.39M	3.08%	Not reported	+4.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$6.43M	2.68%	Not reported	+1.8%	Q4 2019
COSTCostco Wholesale Corp	$6.15M	2.56%	0.00%	-1.2%	Q2 2020
SMHMarket Vectors ETF Trust	$6.13M	2.55%	Not reported	-13.0%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$5.65M	2.35%	Not reported	+0.8%	Q4 2019
MSFTMicrosoft Corp	$5.57M	2.32%	0.00%	-0.3%	Q4 2019
METAMeta Platforms, Inc.	$5.49M	2.29%	Not reported	-1.4%	Q4 2019
AMDAdvanced Micro Devices Inc	$5.15M	2.15%	0.00%	-4.7%	Q2 2020
LRCXLam Research Corp	$5.12M	2.13%	0.00%	-2.7%	Q4 2019
AMZNAmazon Com Inc	$5.07M	2.11%	0.00%	0.0%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$5.04M	2.10%	Not reported	+2.4%	Q4 2019
CLSCelestica Inc	$4.19M	1.75%	0.01%	+3.9%	Q1 2024
PLTRPalantir Technologies Inc.	$3.94M	1.64%	0.00%	-2.9%	Q3 2024
NFLXNetflix Inc	$3.28M	1.37%	0.00%	-4.2%	Q2 2020
AMGNAmgen Inc	$3.03M	1.26%	0.00%	-9.8%	Q4 2019
BABoeing Co	$2.59M	1.08%	0.00%	+72.6%	Q4 2019
HDHome Depot, Inc.	$2.45M	1.02%	0.00%	+0.7%	Q4 2019
STRLSterling Infrastructure, Inc.	$2.18M	0.91%	0.02%	+7.3%	Q4 2024
BXBlackstone Inc.	$1.95M	0.81%	0.00%	-8.8%	Q4 2019
JPMJPMorgan Chase & Co	$1.78M	0.74%	0.00%	-0.1%	Q4 2019
WMTWalmart Inc.	$1.54M	0.64%	0.00%	0.0%	Q1 2025
CRMSalesforce, Inc.	$1.53M	0.64%	0.00%	-13.0%	Q4 2019
TSLATesla, Inc.	$1.48M	0.62%	0.00%	+8.2%	Q2 2020
NOWServiceNow, Inc.	$1.25M	0.52%	0.00%	-13.7%	Q2 2020
BEBloom Energy Corp	$1.1M	0.46%	0.00%	+4.3%	Q4 2025
POWLPowell Industries Inc	$1.08M	0.45%	0.01%	Not reported	Q3 2024
MODModine Manufacturing Co	$940K	0.39%	0.01%	-5.5%	Q1 2024
JNJJohnson & Johnson	$923K	0.38%	0.00%	-4.4%	Q4 2019
ORealty Income Corp	$907K	0.38%	0.00%	-11.5%	Q4 2019
VRTXVertex Pharmaceuticals Inc / Ma	$893K	0.37%	0.00%	New	Q1 2026
APPAppLovin Corp	$875K	0.36%	0.00%	+1.7%	Q3 2024
RVTRoyce Small-Cap Trust, Inc.	$854K	0.36%	Not reported	+9.5%	Q2 2024
GEVGE Vernova Inc.	$742K	0.31%	0.00%	New	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$721K	0.30%	0.00%	Not reported	Q1 2024
BACBank of America Corp	$682K	0.28%	0.00%	+0.1%	Q4 2019
GEGeneral Electric Co	$681K	0.28%	0.00%	+35.9%	Q1 2025
GOOGAlphabet Inc.	$625K	0.26%	Not reported	+2.8%	Q2 2021
BPBP PLC	$611K	0.25%	Not reported	Not reported	Q4 2019
PEPPepsico Inc	$610K	0.25%	0.00%	-16.3%	Q4 2019
XOMExxonMobil Holdings Corp	$603K	0.25%	0.00%	-2.7%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$588K	0.24%	Not reported	Not reported	Q4 2019
PSIXPower Solutions International, Inc.	$559K	0.23%	0.04%	+18.0%	Q2 2025
MHOM/I Homes, Inc.	$533K	0.22%	0.02%	-8.0%	Q4 2023
DFTXDefinium Therapeutics, Inc.	$498K	0.21%	0.03%	New	Q1 2026
DDominion Energy, Inc	$493K	0.21%	0.00%	-2.4%	Q4 2019
PGPROCTER & GAMBLE Co	$490K	0.20%	0.00%	-4.4%	Q4 2019

Q4 2025Reported Jan 7, 202673 positions
AAPLApple Inc.	$17.7M	7.17%	0.00%	+1.9%	Q4 2019
NVDANvidia Corp	$16.8M	6.78%	0.00%	-0.9%	Q3 2020
AVGOBroadcom Inc.	$16.5M	6.67%	0.00%	+2.6%	Q4 2019
GOOGLAlphabet Inc.	$8.3M	3.36%	0.00%	+1.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.51M	3.04%	Not reported	+1.2%	Q4 2019
MSFTMicrosoft Corp	$7.3M	2.95%	0.00%	+3.2%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$6.62M	2.68%	Not reported	+0.2%	Q4 2019
SMHMarket Vectors ETF Trust	$6.61M	2.67%	Not reported	-1.1%	Q4 2019
METAMeta Platforms, Inc.	$6.42M	2.60%	Not reported	+4.1%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$5.82M	2.35%	Not reported	+0.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$5.69M	2.30%	0.00%	+2.4%	Q2 2020
AMZNAmazon Com Inc	$5.62M	2.27%	0.00%	+1.0%	Q4 2019
COSTCostco Wholesale Corp	$5.39M	2.18%	0.00%	+5.6%	Q2 2020
PLTRPalantir Technologies Inc.	$4.94M	2.00%	0.00%	-0.4%	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$4.81M	1.94%	Not reported	+1.0%	Q4 2019
CLSCelestica Inc	$4.23M	1.71%	0.01%	-8.3%	Q1 2024
LRCXLam Research Corp	$4.21M	1.70%	0.00%	+9.6%	Q4 2019
NFLXNetflix Inc	$3.34M	1.35%	0.00%	-3.2%	Q2 2020
AMGNAmgen Inc	$3.12M	1.26%	0.00%	-0.7%	Q4 2019
BXBlackstone Inc.	$2.87M	1.16%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$2.55M	1.03%	0.00%	+1.1%	Q4 2019
CRMSalesforce, Inc.	$2.5M	1.01%	0.00%	-3.5%	Q4 2019
NOWServiceNow, Inc.	$2.11M	0.86%	0.00%	-2.9%	Q2 2020
JPMJPMorgan Chase & Co	$1.95M	0.79%	0.00%	-0.4%	Q4 2019
TSLATesla, Inc.	$1.65M	0.67%	0.00%	+0.1%	Q2 2020
BABoeing Co	$1.63M	0.66%	0.00%	+1.6%	Q4 2019
STRLSterling Infrastructure, Inc.	$1.53M	0.62%	0.02%	+4.4%	Q4 2024
APPAppLovin Corp	$1.46M	0.59%	0.00%	-8.6%	Q3 2024
WMTWalmart Inc.	$1.38M	0.56%	0.00%	-0.5%	Q1 2025
ORealty Income Corp	$944K	0.38%	0.00%	-13.2%	Q4 2019
JNJJohnson & Johnson	$817K	0.33%	0.00%	Not reported	Q4 2019
BACBank of America Corp	$769K	0.31%	0.00%	+1.8%	Q4 2019
RVTRoyce Small-Cap Trust, Inc.	$756K	0.31%	Not reported	+3.9%	Q2 2024
BEBloom Energy Corp	$678K	0.27%	0.00%	New	Q4 2025
PEPPepsico Inc	$674K	0.27%	0.00%	-0.1%	Q4 2019
GOOGAlphabet Inc.	$665K	0.27%	Not reported	-4.5%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$649K	0.26%	0.00%	-1.2%	Q1 2024
POWLPowell Industries Inc	$638K	0.26%	0.02%	Not reported	Q3 2024
MODModine Manufacturing Co	$613K	0.25%	0.01%	-26.8%	Q1 2024
MHOM/I Homes, Inc.	$606K	0.25%	0.02%	-0.8%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$570K	0.23%	Not reported	Not reported	Q4 2019
GEGeneral Electric Co	$544K	0.22%	0.00%	+10.2%	Q1 2025
RTXRTX Corp	$538K	0.22%	0.00%	Not reported	Q1 2021
MKLMarkel Group Inc.	$527K	0.21%	0.00%	Not reported	Q3 2021
TDGTransDigm Group INC	$516K	0.21%	0.00%	-5.4%	Q4 2023
PGPROCTER & GAMBLE Co	$509K	0.21%	0.00%	+0.1%	Q4 2019
DDominion Energy, Inc	$478K	0.19%	0.00%	-1.2%	Q4 2019
BKNGBooking Holdings Inc.	$471K	0.19%	0.00%	-2.2%	Q1 2024
BPBP PLC	$451K	0.18%	Not reported	Not reported	Q4 2019
PSIXPower Solutions International, Inc.	$445K	0.18%	0.03%	+64.6%	Q2 2025

Q3 2025Reported Oct 8, 202566 positions
NVDANvidia Corp	$16.9M	7.12%	0.00%	-3.3%	Q3 2020
AAPLApple Inc.	$16.3M	6.86%	0.00%	-0.3%	Q4 2019
AVGOBroadcom Inc.	$15.3M	6.46%	0.00%	-18.0%	Q4 2019
MSFTMicrosoft Corp	$7.57M	3.19%	0.00%	-0.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.25M	3.05%	Not reported	-0.4%	Q4 2019
METAMeta Platforms, Inc.	$6.86M	2.89%	Not reported	-1.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$6.46M	2.72%	Not reported	-0.1%	Q4 2019
GOOGLAlphabet Inc.	$6.34M	2.67%	0.00%	-0.3%	Q4 2019
SMHMarket Vectors ETF Trust	$6.06M	2.55%	Not reported	-10.2%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$5.6M	2.36%	Not reported	-1.0%	Q4 2019
COSTCostco Wholesale Corp	$5.47M	2.31%	0.00%	+0.5%	Q2 2020
AMZNAmazon Com Inc	$5.29M	2.23%	0.00%	-0.6%	Q4 2019
PLTRPalantir Technologies Inc.	$5.09M	2.14%	0.00%	-0.7%	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$4.71M	1.98%	Not reported	+0.4%	Q4 2019
NFLXNetflix Inc	$4.41M	1.86%	0.00%	+2.5%	Q2 2020
AMDAdvanced Micro Devices Inc	$4.2M	1.77%	0.00%	-0.8%	Q2 2020
CLSCelestica Inc	$3.85M	1.62%	0.01%	-20.5%	Q1 2024
BXBlackstone Inc.	$3.18M	1.34%	0.00%	0.0%	Q4 2019
LRCXLam Research Corp	$3.01M	1.27%	0.00%	+0.3%	Q4 2019
HDHome Depot, Inc.	$2.96M	1.25%	0.00%	+1.3%	Q4 2019
AMGNAmgen Inc	$2.71M	1.14%	0.00%	+0.5%	Q4 2019
NOWServiceNow, Inc.	$2.62M	1.10%	0.00%	+1.1%	Q2 2020
CRMSalesforce, Inc.	$2.32M	0.98%	0.00%	-2.3%	Q4 2019
JPMJPMorgan Chase & Co	$1.91M	0.81%	0.00%	-1.1%	Q4 2019
APPAppLovin Corp	$1.7M	0.72%	0.00%	-3.5%	Q3 2024
TSLATesla, Inc.	$1.63M	0.69%	0.00%	-6.1%	Q2 2020
STRLSterling Infrastructure, Inc.	$1.62M	0.68%	0.02%	-0.3%	Q4 2024
BABoeing Co	$1.6M	0.67%	0.00%	+0.1%	Q4 2019
WMTWalmart Inc.	$1.28M	0.54%	0.00%	-0.4%	Q1 2025
ORealty Income Corp	$1.17M	0.49%	0.00%	-2.7%	Q4 2019
MODModine Manufacturing Co	$891K	0.38%	0.01%	+0.2%	Q1 2024
JNJJohnson & Johnson	$732K	0.31%	0.00%	Not reported	Q4 2019
RVTRoyce Small-Cap Trust, Inc.	$729K	0.31%	Not reported	+6.2%	Q2 2024
BACBank of America Corp	$709K	0.30%	0.00%	+0.2%	Q4 2019
MHOM/I Homes, Inc.	$689K	0.29%	0.02%	-1.6%	Q4 2023
PEPPepsico Inc	$660K	0.28%	0.00%	-4.8%	Q4 2019
POWLPowell Industries Inc	$610K	0.26%	0.01%	-13.0%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$603K	0.25%	0.00%	Not reported	Q1 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$559K	0.24%	Not reported	+0.6%	Q4 2019
PGPROCTER & GAMBLE Co	$545K	0.23%	0.00%	+0.2%	Q4 2019
GOOGAlphabet Inc.	$541K	0.23%	Not reported	Not reported	Q2 2021
TDGTransDigm Group INC	$540K	0.23%	0.00%	+4.3%	Q4 2023
DDominion Energy, Inc	$505K	0.21%	0.00%	-4.2%	Q4 2019
RTXRTX Corp	$491K	0.21%	0.00%	-6.4%	Q1 2021
BKNGBooking Holdings Inc.	$486K	0.20%	0.00%	+3.5%	Q1 2024
GEGeneral Electric Co	$482K	0.20%	0.00%	-8.2%	Q1 2025
MKLMarkel Group Inc.	$468K	0.20%	0.00%	Not reported	Q3 2021
PSIXPower Solutions International, Inc.	$465K	0.20%	0.02%	+31.4%	Q2 2025
BPBP PLC	$448K	0.19%	Not reported	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$437K	0.18%	Not reported	-49.5%	Q3 2021

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