§ 13F · FUND PROFILE
Bay Rivers Group.
AUM · $293M (13F)Positions · 126Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 64K | $19M | 6.4% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 86K | $17M | 5.9% | −2% |
| 3 | AVGO | BROADCOM INC | 45K | $17M | 5.8% | −2% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 24K | $14M | 4.7% | −6% |
| 5 | BINC | BLACKROCK ETF TRUST II | 221K | $12M | 3.9% | +7% |
| 6 | USMV | ISHARES TR | 107K | $10M | 3.5% | +2% |
| 7 | LRCX | LAM RESEARCH CORP | 23K | $10M | 3.4% | −4% |
| 8 | GOOGL | ALPHABET INC | 26K | $9M | 3.2% | −1% |
| 9 | SMH | VANECK ETF TRUST | 13K | $9M | 3.0% | −18% |
| 10 | QQQ | INVESCO QQQ TR | 12K | $9M | 2.9% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAY SIGNAL
AC read
Bay Rivers Group is a Other fund managing $293 million in assets. The fund runs a portfolio of 126 positions.
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