Holders — by stockHoldings — by fund
Bay Rivers Group
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1798924
$293.0M
disclosed book value
125
positions
6.4%
largest position share
Positions, as of 2026-06-30
top 100 of 125 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 64,451 | $18.6M | 6.4% |
| 2 | NVDANVIDIA CORPORATION | 86,369 | $17.3M | 5.9% |
| 3 | AVGOBROADCOM INC | 45,376 | $17.1M | 5.8% |
| 4 | AMDADVANCED MICRO DEVICES INC | 23,763 | $13.8M | 4.7% |
| 5 | BINCBLACKROCK ETF TRUST II | 220,795 | $11.6M | 3.9% |
| 6 | USMVISHARES TR | 107,471 | $10.4M | 3.5% |
| 7 | LRCXLAM RESEARCH CORP | 22,979 | $10.0M | 3.4% |
| 8 | GOOGLALPHABET INC | 26,061 | $9.3M | 3.2% |
| 9 | SMHVANECK ETF TRUST | 13,181 | $8.6M | 3% |
| 10 | QQQINVESCO QQQ TR | 11,612 | $8.6M | 2.9% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 9,946 | $7.4M | 2.5% |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 31,058 | $7.3M | 2.5% |
| 13 | DIASTATE STR SPDR DOW JONES IND | 12,301 | $6.4M | 2.2% |
| 14 | VUGVANGUARD INDEX FDS | 70,625 | $6.1M | 2.1% |
| 15 | VBRVANGUARD INDEX FDS | 24,048 | $5.8M | 2% |
| 16 | MDYSTATE STR SPDR S&P MIDCAP 40 | 8,290 | $5.8M | 2% |
| 17 | COSTCOSTCO WHOLESALE CORPORATION | 6,173 | $5.8M | 2% |
| 18 | AMZNAMAZON COM INC | 24,076 | $5.7M | 2% |
| 19 | BNDVANGUARD BD INDEX FDS | 77,878 | $5.7M | 2% |
| 20 | METAMETA PLATFORMS INC | 10,096 | $5.7M | 1.9% |
| 21 | MSFTMICROSOFT CORP | 15,003 | $5.6M | 1.9% |
| 22 | VCITVANGUARD SCOTTSDALE FDS | 67,109 | $5.5M | 1.9% |
| 23 | CLSCELESTICA INC | 14,922 | $5.4M | 1.9% |
| 24 | XLVSELECT SECTOR SPDR TR | 27,434 | $4.4M | 1.5% |
| 25 | STRLSTERLING INFRASTRUCTURE INC | 5,102 | $4.3M | 1.5% |
| 26 | XLFSELECT SECTOR SPDR TR | 63,731 | $3.4M | 1.2% |
| 27 | AMGNAMGEN INC | 8,944 | $3.2M | 1.1% |
| 28 | PLTRPALANTIR TECHNOLOGIES INC | 27,087 | $3.2M | 1.1% |
| 29 | XLPSELECT SECTOR SPDR TR | 35,974 | $3.0M | 1% |
| 30 | BABOEING CO | 12,914 | $2.8M | 1% |
| 31 | HDHOME DEPOT INC | 7,639 | $2.7M | 0.9% |
| 32 | BEBLOOM ENERGY CORP | 8,076 | $2.4M | 0.8% |
| 33 | NFLXNETFLIX INC. | 32,652 | $2.3M | 0.8% |
| 34 | VTIVANGUARD INDEX FDS | 6,009 | $2.2M | 0.8% |
| 35 | BXBLACKSTONE INC | 16,903 | $2.0M | 0.7% |
| 36 | JPMJPMORGAN CHASE & CO | 6,041 | $2.0M | 0.7% |
| 37 | POWLPOWELL INDS INC | 5,988 | $1.7M | 0.6% |
| 38 | TSLATESLA INC | 3,670 | $1.5M | 0.5% |
| 39 | DFTXDEFINIUM THERAPEUTICS INC | 31,208 | $1.5M | 0.5% |
| 40 | WMTWALMART INC | 12,381 | $1.4M | 0.5% |
| 41 | CREDO TECHNOLOGY GROUP HOLDI | 4,884 | $1.3M | 0.5% |
| 42 | JEPIJ P MORGAN EXCHANGE TRADED F | 23,360 | $1.3M | 0.5% |
| 43 | MODMODINE MFG CO | 4,378 | $1.2M | 0.4% |
| 44 | APPAPPLOVIN CORP | 2,198 | $1.1M | 0.4% |
| 45 | JNJJOHNSON & JOHNSON | 4,268 | $1.1M | 0.4% |
| 46 | VOOVANGUARD INDEX FDS | 1,567 | $1.1M | 0.4% |
| 47 | VRTXVERTEX PHARMACEUTICALS INC | 2,100 | $1.0M | 0.4% |
| 48 | GEGE AEROSPACE | 2,768 | $1.0M | 0.4% |
| 49 | GEVGE VERNOVA INC | 870 | $1.0M | 0.3% |
| 50 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,134 | $1.0M | 0.3% |
| 51 | RVTROYCE SMALL CAP TRUST INC | 53,475 | $987,691 | 0.3% |
| 52 | MTUMISHARES TR | 2,861 | $980,837 | 0.3% |
| 53 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 28,608 | $959,511 | 0.3% |
| 54 | OREALTY INCOME CORP | 14,493 | $897,955 | 0.3% |
| 55 | SEAGATE TECHNOLOGY HLDNGS PL | 879 | $848,235 | 0.3% |
| 56 | VXUSVANGUARD STAR FDS | 9,667 | $826,432 | 0.3% |
| 57 | BACBANK OF AMER CORP | 14,121 | $804,615 | 0.3% |
| 58 | AGGHSIMPLIFY EXCHANGE TRADED FUN | 39,011 | $786,852 | 0.3% |
| 59 | GOOGALPHABET INC | 2,218 | $783,686 | 0.3% |
| 60 | SHYISHARES TR | 8,480 | $696,307 | 0.2% |
| 61 | SCHDSCHWAB STRATEGIC TR | 21,870 | $693,512 | 0.2% |
| 62 | RDDTREDDIT INC | 3,948 | $685,294 | 0.2% |
| 63 | MHOM/I HOMES INC | 4,255 | $684,161 | 0.2% |
| 64 | OPENOPENDOOR TECHNOLOGIES INC | 145,641 | $672,861 | 0.2% |
| 65 | TOWNTOWNEBANK PORTSMOUTH VA | 17,527 | $635,180 | 0.2% |
| 66 | PEPPEPSICO INC | 4,531 | $613,524 | 0.2% |
| 67 | TTMITTM TECHNOLOGIES INC | 3,238 | $605,571 | 0.2% |
| 68 | EXMOCEXXON MOBIL CORP | 4,313 | $589,649 | 0.2% |
| 69 | PANWPALO ALTO NETWORKS INC | 1,703 | $580,757 | 0.2% |
| 70 | RSPINVESCO EXCHANGE TRADED FD T | 2,710 | $576,607 | 0.2% |
| 71 | VBILVANGUARD INSTL INDEX FD | 7,544 | $570,930 | 0.2% |
| 72 | VYMVANGUARD WHITEHALL FDS | 3,568 | $563,878 | 0.2% |
| 73 | COWZPACER FDS TR | 8,946 | $556,441 | 0.2% |
| 74 | KSSKOHLS CORP | 31,341 | $555,363 | 0.2% |
| 75 | TDGTRANSDIGM GROUP INC | 408 | $543,472 | 0.2% |
| 76 | PGPROCTER & GAMBLE CO | 3,701 | $542,715 | 0.2% |
| 77 | RTXRTX CORPORATION | 2,809 | $532,952 | 0.2% |
| 78 | AEPAMERICAN ELEC PWR CO INC | 3,725 | $509,617 | 0.2% |
| 79 | CSCOCISCO SYS INC | 4,261 | $500,497 | 0.2% |
| 80 | DDOMINION ENERGY INC | 7,263 | $495,979 | 0.2% |
| 81 | RPGINVESCO EXCHANGE TRADED FD T | 7,584 | $484,238 | 0.2% |
| 82 | BPBP PLC | 13,000 | $480,350 | 0.2% |
| 83 | BRK/BBERKSHIRE HATHAWAY INC DEL | 874 | $437,341 | 0.1% |
| 84 | QBTSD-WAVE QUANTUM INC | 17,357 | $416,394 | 0.1% |
| 85 | LITELUMENTUM HLDGS INC | 483 | $414,443 | 0.1% |
| 86 | BKNGBOOKING HOLDINGS INC | 2,275 | $405,496 | 0.1% |
| 87 | VRTXVERTEX PHARMACEUTICALS INCPUT | 800 | $397,384 | 0.1% |
| 88 | EMREMERSON ELEC CO | 2,733 | $391,229 | 0.1% |
| 89 | MKLMARKEL GROUP INC | 200 | $390,602 | 0.1% |
| 90 | IBBISHARES TR | 2,026 | $385,230 | 0.1% |
| 91 | MUMICRON TECHNOLOGY INC | 330 | $380,916 | 0.1% |
| 92 | VRTVERTIV HOLDINGS CO | 1,136 | $380,356 | 0.1% |
| 93 | XLYSELECT SECTOR SPDR TR | 3,121 | $366,061 | 0.1% |
| 94 | PSIXPOWER SOLUTIONS INTL INC | 9,141 | $355,493 | 0.1% |
| 95 | IAUMISHARES GOLD TRUST MICRO | 8,677 | $347,167 | 0.1% |
| 96 | EPDENTERPRISE PRODS PARTNERS L | 9,395 | $345,378 | 0.1% |
| 97 | IONQIONQ INC | 6,335 | $337,402 | 0.1% |
| 98 | CIENCIENA CORP | 661 | $324,260 | 0.1% |
| 99 | SEZLSEZZLE INC | 1,856 | $318,545 | 0.1% |
| 100 | INTCINTEL CORP | 2,228 | $311,096 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.