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Bay Rivers Group

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1798924
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Sector Allocation

  • Technology41.5%$121.5M
  • Other39.4%$115.2M
  • Industrials4.6%$13.3M
  • Consumer Discretionary4.0%$11.7M
  • Consumer Staples2.9%$8.5M
  • Financials2.7%$7.8M
  • Healthcare2.6%$7.5M
  • Communication Services0.8%$2.3M
  • Energy0.7%$1.9M
  • Real Estate0.5%$1.6M

AUM History

13fpro.ai/research/fund/bay-rivers-group-1798924

Conviction and streaks

Stable · top 10 = 42.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

AAPL$AAPLConviction hold6.4% weight · held 10 quartersNVDA$NVDAConviction hold5.9% weight · held 10 quartersAVGO$AVGOConviction hold5.9% weight · held 10 quartersAMD$AMDConviction hold4.7% weight · held 10 quarters$Conviction hold4.0% weight · held 6 quarters$Accumulating+446% shares · 9 quarters runningRVT$RVTAccumulating+145% shares · 8 quarters runningHD$HDAccumulating+11% shares · 6 quarters running$Accumulating+120% shares · 6 quarters running$Accumulating+173% shares · 6 quarters runningNVDA$NVDATrimming-21% shares · 8 quarters runningMHO$MHOTrimming-13% shares · 6 quarters runningD$DTrimming-76% shares · 6 quarters runningO$OTrimming-35% shares · 5 quarters running$Trimming-36% shares · 4 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/bay-rivers-group-1798924

Bay Rivers Group 13F holdings — Q2 2026

$293.0M portfolio (+22.1% QoQ) · 126 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

Includes $397K of put/call options ($397K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $292.6M. Weights use the stock portfolio.

All holdings — Bay Rivers Group (Q2 2026)

126 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
SPY$SPYSPDR S&P 500 ETF TRUSTetf/fund$7.4M+0.6%
— VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund$7.3M+1%
— STATE STR SPDR DOW JONES IND - UT SER 1etf/fund$6.4M+0.8%
— VANGUARD INDEX FDS - GROWTH ETFetf/fund$6.1M+516%
— VANGUARD INDEX FDS - SM CP VAL ETFetf/fund$5.8M-0.8%
MDY$MDYSPDR S&P MIDCAP 400 ETF TRUSTetf/fund$5.8M+2%
COST$COSTCOSTCO WHOLESALE CORP /NEW$5.8M+0.0%
AMZN$AMZNAMAZON COM INC$5.7M-1%
— VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund$5.7M+7%
META$METAMeta Platforms, Inc.$5.7M+5%
MSFT$MSFTMICROSOFT CORP$5.6M-0.3%
— VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund$5.5M+18%
CLS$CLSCELESTICA INC$5.4M+0.3%
— SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund$4.4M+4%
STRL$STRLSTERLING INFRASTRUCTURE, INC.$4.3M-5%

What changed in Q2 2026

Against the previous quarter's 13F: 22 new, 60 added to, 31 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (22)

  • SELECT SECTOR SPDR TR - ST STR STAPL ETF$3.0M

    first bought this quarter

  • VANGUARD STAR FDS - VG TL INTL STK F$826K

    first bought this quarter

  • RDDT$RDDTReddit, Inc.$685K

    first bought this quarter

  • KSS$KSSKOHLS Corp$555K

    first bought this quarter

  • LITE$LITELumentum Holdings Inc.$414K

    first bought this quarter

  • VRTX$VRTXPUTVERTEX PHARMACEUTICALS INC / MA$397K

    first bought this quarter

+16 more in the Excel export

Added to (60)

  • VANGUARD INDEX FDS - GROWTH ETF+516%

    now $6.1M

  • POWL$POWLPOWELL INDUSTRIES INC+199%

    now $1.7M · held 8 qtrs

  • VANGUARD SCOTTSDALE FDS - INT-TERM CORP+18%

    now $5.5M

  • BLACKROCK ETF TRUST II - ISHA FLEX IN ETF+7%

    now $11.6M

  • CRDO$CRDOCredo Technology Group Holding Ltd+126%

    now $1.3M · held 4 qtrs, 4 adds in a row

  • OPEN$OPENOpendoor Technologies Inc.+245%

    now $673K · held 4 qtrs, 4 adds in a row

+54 more in the Excel export

Trimmed (31)

  • VANECK ETF TRUST - SEMICONDUCTR ETF-18%

    now $8.6M

  • AMD$AMDADVANCED MICRO DEVICES INC-6%

    now $13.8M · held 10+ qtrs, 2 trims in a row

  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1-9%

    now $8.6M · held 10+ qtrs

  • LRCX$LRCXLAM RESEARCH CORP-4%

    now $10.0M · held 10+ qtrs, 2 trims in a row

  • AVGO$AVGOBroadcom Inc.-2%

    now $17.1M · held 10+ qtrs, 2 trims in a row

  • VANGUARD INDEX FDS - S&P 500 ETF SHS-27%

    now $1.1M

+25 more in the Excel export

Sold out (6)

  • VANGUARD INDEX FDSwas $2.3M
  • CRM$CRMSalesforce, Inc.was $1.5M

    held 9+ qtrs

  • NOW$NOWServiceNow, Inc.was $1.2M

    held 9+ qtrs

  • GCT$GCTGigaCloud Technology Incwas $274K

    held 2 qtrs

  • ADBE$ADBEADOBE INC.was $208K

    held 9+ qtrs

  • FEMY$FEMYFEMASYS INCwas $8K

Firm AUM (Form ADV): $326.2M as of 2025-12-31 · SEC IAPD

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Holdings by quarter

Every 13F Bay Rivers Group has filed, 26 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Bay Rivers Group?

Q2 2026 13F filed with the SEC on Jul 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Bay Rivers Group's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-4.1%

Value-weighted move of the 10 largest stock positions

Turnover

5%

Last quarter; 13% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Bay Rivers Group disclosed 126 positions worth $293.0M in its Form 13F-HR for Q2 2026 — $292.6M in common stock plus $397,384 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 6.4% of the equity portfolio, followed by $NVDA and $AVGO. During the quarter the fund opened 22 new positions and exited 6. The portfolio is most concentrated in Technology (41.5% of disclosed assets). All figures are sourced directly from Bay Rivers Group’s Form 13F-HR filing with the SEC under CIK 1798924.

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AI-Powered Hedge Fund Analysis: Bay Rivers Group

13F Pro is an AI hedge fund tracker and stock research platform. For Bay Rivers Group (SEC CIK: 1798924), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Bay Rivers Group's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.