Bay Rivers Group Top Holdings and 13F Report (2026) About Bay Rivers GroupInvestment ActivityBay Rivers Group has $293.01 million in total holdings as of June 30, 2026.Bay Rivers Group owns shares of 125 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 8.43% of the portfolio was purchased this quarter.About 4.20% of the portfolio was sold this quarter.This quarter, Bay Rivers Group has purchased 109 new stocks and bought additional shares in 60 stocks.Bay Rivers Group sold shares of 31 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $18,649,471NVIDIA $17,281,573Broadcom $17,140,784Advanced Micro Devices $13,804,164iShares Flexible Income Active ETF $11,556,422 Largest New Holdings this Quarter 81369Y308 - Consumer Staples Select Sector SPDR Fund $2,988,346 Holding921909768 - Vanguard Total International Stock ETF $826,432 Holding75734B100 - REDDIT INC $685,294 Holding500255104 - Kohl's $555,363 Holding46137V266 - Invesco S&P 500 Pure Growth ETF $484,238 Holding Largest Purchases this Quarter Vanguard Growth ETF 59,163 shares (about $5.10M)Consumer Staples Select Sector SPDR Fund 35,974 shares (about $2.99M)Powell Industries 3,986 shares (about $1.14M)Vanguard Intermediate-Term Corporate Bond ETF 10,337 shares (about $854.35K)Vanguard Total International Stock ETF 9,667 shares (about $826.43K) Largest Sales this Quarter VanEck Semiconductor ETF 2,800 shares (about $1.84M)Advanced Micro Devices 1,563 shares (about $907.96K)Invesco QQQ 1,195 shares (about $879.99K)LAM RESEARCH CORP 969 shares (about $419.90K)Broadcom 1,101 shares (about $415.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBay Rivers Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$18,649,471$26,042 â–¼-0.1%64,4516.4%Computer and TechnologyNVDANVIDIA$17,281,573$372,367 â–¼-2.1%86,3695.9%Computer and TechnologyAVGOBroadcom$17,140,784$415,903 â–¼-2.4%45,3765.8%Computer and TechnologyAMDAdvanced Micro Devices$13,804,164$907,962 â–¼-6.2%23,7634.7%Computer and TechnologyBINCiShares Flexible Income Active ETF$11,556,422$761,286 â–²7.1%220,7953.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$10,366,696$179,706 â–²1.8%107,4713.5%ETFLAM RESEARCH CORP$9,957,490$419,897 â–¼-4.0%22,9793.4%COM NEWGOOGLAlphabet$9,313,472$66,471 â–¼-0.7%26,0613.2%Computer and TechnologySMHVanEck Semiconductor ETF$8,645,357$1,836,507 â–¼-17.5%13,1813.0%ManufacturingQQQInvesco QQQ$8,551,034$879,994 â–¼-9.3%11,6122.9%FinanceSPYSPDR S&P 500 ETF Trust$7,427,137$43,311 â–²0.6%9,9462.5%FinanceVIGVanguard Dividend Appreciation ETF$7,348,927$77,611 â–²1.1%31,0582.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$6,426,081$51,196 â–²0.8%12,3012.2%FinanceVUGVanguard Growth ETF$6,083,595$5,096,265 â–²516.2%70,6252.1%ETFVBRVanguard Small-Cap Value ETF$5,843,428$47,383 â–¼-0.8%24,0482.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$5,830,409$87,210 â–²1.5%8,2902.0%ETFCOSTCostco Wholesale$5,774,306$2,806 â–²0.0%6,1732.0%Retail/WholesaleAMZNAmazon.com$5,738,274$67,689 â–¼-1.2%24,0762.0%Retail/WholesaleBNDVanguard Total Bond Market ETF$5,717,050$365,951 â–²6.8%77,8782.0%ETFMETAMeta Platforms$5,687,187$286,725 â–²5.3%10,0961.9%Computer and TechnologyMSFTMicrosoft$5,596,512$16,040 â–¼-0.3%15,0031.9%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$5,546,550$854,352 â–²18.2%67,1091.9%ETFCELESTICA INC$5,443,546$17,146 â–²0.3%14,9221.9%COMXLVHealth Care Select Sector SPDR Fund$4,352,672$155,169 â–²3.7%27,4341.5%ETFSTRLSterling Infrastructure$4,282,415$202,286 â–¼-4.5%5,1021.5%ConstructionXLFFinancial Select Sector SPDR Fund$3,416,609$470,319 â–²16.0%63,7311.2%ETFAMGNAmgen$3,238,711$122,031 â–²3.9%8,9441.1%MedicalPALANTIR TECHNOLOGIES INC$3,160,240$13,884 â–²0.4%27,0871.1%CL AXLPConsumer Staples Select Sector SPDR Fund$2,988,346$2,988,346 â–²New Holding35,9741.0%ETFBABoeing$2,795,494$17,318 â–¼-0.6%12,9141.0%AerospaceHDHome Depot$2,694,123$67,009 â–²2.6%7,6390.9%Retail/WholesaleBEBloom Energy$2,444,605$20,886 â–¼-0.8%8,0760.8%EnergyNFLXNetflix$2,331,353$104,458 â–¼-4.3%32,6520.8%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2,223,570$5,551 â–¼-0.2%6,0090.8%ETFBXBlackstone$1,988,976$10,237 â–¼-0.5%16,9030.7%FinanceJPMJPMorgan Chase & Co.$1,977,3720.0%6,0410.7%FinancePOWLPowell Industries$1,714,724$1,141,431 â–²199.1%5,9880.6%IndustrialsTSLATesla$1,543,602$127,862 â–¼-7.6%3,6700.5%Auto/Tires/TrucksDEFINIUM THERAPEUTICS INC$1,468,024$228,708 â–²18.5%31,2080.5%COM SHSVRTXVertex Pharmaceuticals$1,440,517$447,057 â–²45.0%2,9000.5%MedicalWALMART INC$1,402,272$2,831 â–²0.2%12,3810.5%COMCRDOCredo Technology Group$1,328,204$741,336 â–²126.3%4,8840.5%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,319,345$169,775 â–²14.8%23,3600.5%ETFMODModine Manufacturing$1,169,014$10,681 â–²0.9%4,3780.4%Auto/Tires/TrucksAPPLOVIN CORP$1,132,4760.0%2,1980.4%COM CL AJNJJohnson & Johnson$1,083,944$125,461 â–²13.1%4,2680.4%MedicalVOOVanguard S&P 500 ETF$1,076,106$394,183 â–¼-26.8%1,5670.4%ETFGEGE Aerospace$1,034,520$138,285 â–²15.4%2,7680.4%AerospaceGE VERNOVA INC$1,022,131$23,497 â–²2.4%8700.3%COMTSMTaiwan Semiconductor Manufacturing$1,019,1340.0%2,1340.3%Computer and TechnologyRVTRoyce Small-Cap Trust$987,691$37,864 â–²4.0%53,4750.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$980,837$82,279 â–¼-7.7%2,8610.3%ETFHEQTSimplify Hedged Equity ETF$959,511$37,498 â–²4.1%28,6080.3%ETFORealty Income$897,955$20,136 â–¼-2.2%14,4930.3%FinanceSTXSeagate Technology$848,235$61,760 â–²7.9%8790.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$826,432$826,432 â–²New Holding9,6670.3%ETFBACBank of America$804,615$7,123 â–²0.9%14,1210.3%FinanceAGGHSimplify Aggregate Bond ETF$786,852$62,305 â–²8.6%39,0110.3%ETFGOOGAlphabet$783,686$13,780 â–²1.8%2,2180.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$696,307$67,578 â–²10.7%8,4800.2%ManufacturingSCHDSchwab US Dividend Equity ETF$693,512$101,379 â–²17.1%21,8700.2%ETFREDDIT INC$685,294$685,294 â–²New Holding3,9480.2%CL AMHOM/I Homes$684,161$16,079 â–¼-2.3%4,2550.2%ConstructionOPENOpendoor Technologies$672,861$477,569 â–²244.5%145,6410.2%Computer and TechnologyTOWNTowne Bank$635,180$36 â–²0.0%17,5270.2%FinancePEPPepsiCo$613,524$81,244 â–²15.3%4,5310.2%Consumer StaplesTTMITTM Technologies$605,571$34,599 â–²6.1%3,2380.2%Computer and TechnologyXOMExxonMobil$589,649$104,040 â–²21.4%4,3130.2%EnergyPANWPalo Alto Networks$580,757$80,140 â–¼-12.1%1,7030.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$576,607$286,601 â–²98.8%2,7100.2%ETFVANGUARD INSTL INDEX FD$570,930$84,005 â–²17.3%7,5440.2%0 3 MO TR BI ETFVYMVanguard High Dividend Yield ETF$563,878$63,215 â–¼-10.1%3,5680.2%Financial ServicesCOWZPacer US Cash Cows 100 ETF$556,441$41,114 â–²8.0%8,9460.2%ETFKSSKohl's$555,363$555,363 â–²New Holding31,3410.2%Retail/WholesaleTDGTransdigm Group$543,472$39,961 â–²7.9%4080.2%AerospacePGProcter & Gamble$542,715$44,872 â–²9.0%3,7010.2%Consumer StaplesRTXRTX$532,952$90,501 â–²20.5%2,8090.2%AerospaceAEPAmerican Electric Power$509,6170.0%3,7250.2%UtilitiesCSCOCisco Systems$500,497$52,974 â–²11.8%4,2610.2%Computer and TechnologyDDominion Energy$495,979$48,075 â–¼-8.8%7,2630.2%UtilitiesRPGInvesco S&P 500 Pure Growth ETF$484,238$484,238 â–²New Holding7,5840.2%ETFBPBP$480,3500.0%13,0000.2%EnergyBRK.BBerkshire Hathaway$437,3410.0%8740.1%FinanceQBTSD-Wave Quantum$416,394$159,701 â–²62.2%17,3570.1%Computer and TechnologyLITELumentum$414,443$414,443 â–²New Holding4830.1%Computer and TechnologyBKNGBooking$405,496$389,276 â–²2,400.0%2,2750.1%Retail/WholesaleEMREmerson Electric$391,229$28,630 â–²7.9%2,7330.1%IndustrialsMKLMarkel Group$390,602$48,825 â–¼-11.1%2000.1%Multi-Sector ConglomeratesIBBiShares Biotechnology ETF$385,230$18,254 â–¼-4.5%2,0260.1%FinanceMUMicron Technology$380,916$347,442 â–¼-47.7%3300.1%Computer and TechnologyVRTVertiv$380,356$380,356 â–²New Holding1,1360.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$366,0610.0%3,1210.1%FinancePOWER SOLUTIONS INTL INC$355,493$1,750 â–¼-0.5%9,1410.1%COM NEWIAUMiShares Gold Trust Micro$347,167$12,043 â–²3.6%8,6770.1%FinanceEPDEnterprise Products Partners$345,378$88,045 â–²34.2%9,3950.1%EnergyIONQIonQ$337,402$337,402 â–²New Holding6,3350.1%Computer and TechnologyCIENCiena$324,260$324,260 â–²New Holding6610.1%Computer and TechnologySEZZLE INC$318,545$318,545 â–²New Holding1,8560.1%COMINTCIntel$311,096$311,096 â–²New Holding2,2280.1%Computer and TechnologyMRKMerck & Co., Inc.$309,428$51,786 â–²20.1%2,4080.1%MedicalShowing largest 100 holdings. 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