Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bay Rivers Group (CIK 1798924) reported $240.0M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.4M, 6.82%), NVDA ($15.4M, 6.41%), AVGO ($14.4M, 5.99%), BINC ($10.7M, 4.46%), USMV ($9.8M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.4M | 6.82% | 64,541 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $15.4M | 6.41% | 88,230 | Trimmed |
| 3 | AVGO | BROADCOM INC | $14.4M | 5.99% | 46,477 | Trimmed |
| 4 | BINC | BLACKROCK ETF TRUST II | $10.7M | 4.46% | 206,250 | Added |
| 5 | USMV | ISHARES TR | $9.8M | 4.08% | 105,608 | Added |
| 6 | GOOGL | ALPHABET INC | $7.5M | 3.14% | 26,247 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $7.4M | 3.08% | 12,807 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.6M | 2.75% | 30,730 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 2.68% | 9,888 | Added |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $6.1M | 2.56% | 6,170 | Trimmed |
| 11 | SMH | VANECK ETF TRUST | $6.1M | 2.55% | 15,981 | Trimmed |
| 12 | DIA | STATE STR SPDR DOW JONES IND | $5.7M | 2.35% | 12,203 | Added |
| 13 | MSFT | MICROSOFT CORP | $5.6M | 2.32% | 15,046 | Trimmed |
| 14 | META | META PLATFORMS INC | $5.5M | 2.29% | 9,587 | Trimmed |
| 15 | BND | VANGUARD BD INDEX FDS | $5.4M | 2.24% | 72,893 | Added |
| 16 | VBR | VANGUARD INDEX FDS | $5.3M | 2.19% | 24,243 | Trimmed |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 2.15% | 25,326 | Trimmed |
| 18 | LRCX | LAM RESEARCH CORP | $5.1M | 2.13% | 23,948 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $5.1M | 2.11% | 24,360 | Added |
| 20 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.0M | 2.10% | 8,166 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $5.0M | 2.09% | 11,462 | Added |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | $4.7M | 1.96% | 56,772 | Added |
| 23 | CLS | CELESTICA INC | $4.2M | 1.75% | 14,875 | Added |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $3.9M | 1.64% | 26,968 | Trimmed |
| 25 | XLV | SELECT SECTOR SPDR TR | $3.9M | 1.62% | 26,456 | Added |
Source: SEC Form 13F filings · as of 2026-03-31