Investor
Bay Rivers Group
CIK 0001798924 · filed 2026-04-13 · SEC filing
13F book
$240M
Positions
109
15 new · 3 sold
Largest name
6.8%
Apple Inc. · AAPL
Est. mark
−$10M
Price effect on 94 names still held. Flow $2.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 64.5K | $16.4M | 6.8% | −$1.17M | Cut−$1.34M |
| Nvidia Corp | NVDA | 88.2K | $15.4M | 6.4% | −$1.07M | Cut−$1.37M |
| Broadcom Inc. | AVGO | 46.5K | $14.4M | 6.0% | −$1.7M | Cut−$2.11M |
| Blackrock Etf Trust Ii | — | 206.3K | $10.7M | 4.5% | −$120.9K | Added$3.12M |
| Ishares Tr | — | 105.6K | $9.79M | 4.1% | −$146.4K | Added$84.7K |
| Alphabet Inc | — | 26.2K | $7.55M | 3.1% | −$667.7K | Cut−$756.6K |
| Invesco Qqq Tr | — | 12.8K | $7.39M | 3.1% | −$454.1K | Added−$121.6K |
| Vanguard Specialized Funds | — | 30.7K | $6.61M | 2.8% | −$142.7K | Added−$37.7K |
| Spdr S&P 500 Etf Tr | — | 9.89K | $6.43M | 2.7% | −$306.5K | Added−$191.4K |
| Costco Whsl Corp New | — | 6.17K | $6.15M | 2.6% | $827.3K | Cut$761.7K |
| Vaneck Etf Trust | — | 16K | $6.13M | 2.6% | $371.9K | Cut−$485.6K |
| Spdr Dow Jones Indl Average | — | 12.2K | $5.65M | 2.4% | −$210.4K | Added−$167.3K |
| Microsoft Corp | MSFT | 15K | $5.57M | 2.3% | −$1.71M | Cut−$1.73M |
| Meta Platforms, Inc. | META | 9.59K | $5.49M | 2.3% | −$843.3K | Cut−$935.1K |
| Vanguard Bd Index Fds | — | 72.9K | $5.37M | 2.2% | −$30.2K | Added$149.1K |
| Vanguard Index Fds | — | 24.2K | $5.27M | 2.2% | $132.4K | Cut$113.7K |
| Advanced Micro Devices Inc | AMD | 25.3K | $5.15M | 2.1% | −$271.7K | Cut−$538.8K |
| Lam Research Corp | LRCX | 23.9K | $5.12M | 2.1% | $1.02M | Cut$902.6K |
| Amazon Com Inc | AMZN | 24.4K | $5.07M | 2.1% | −$549.2K | Added−$547.7K |
| Spdr S&P Midcap 400 Etf Tr | — | 8.17K | $5.04M | 2.1% | $107.5K | Added$227.1K |
| Vanguard Growth Etf | — | 11.5K | $5.01M | 2.1% | −$567.7K | Added−$416.5K |
| Vanguard Scottsdale Fds | — | 56.8K | $4.7M | 2.0% | −$54.9K | Added$95K |
| Celestica Inc | CLS | 14.9K | $4.19M | 1.7% | −$199.4K | Added−$42.3K |
| Palantir Technologies Inc. | PLTR | 27K | $3.94M | 1.6% | −$848.7K | Cut−$991.2K |
| Select Sector Spdr Tr | — | 26.5K | $3.88M | 1.6% | −$212.5K | Added−$140.3K |
| Netflix Inc | NFLX | 34.1K | $3.28M | 1.4% | $81.5K | Cut−$58.8K |
| Amgen Inc | AMGN | 8.61K | $3.03M | 1.3% | $211.2K | Cut−$95.2K |
| Select Sector Spdr Tr | — | 55K | $2.71M | 1.1% | −$285.7K | Added−$185K |
| Boeing Co | — | 13K | $2.59M | 1.1% | −$136.2K | Added$951.7K |
| Home Depot, Inc. | HD | 7.45K | $2.45M | 1.0% | −$112.5K | Added−$95.8K |
| Vanguard Index Fds | — | 25.9K | $2.3M | 1.0% | $5.31K | Added$56.8K |
| Sterling Infrastructure, Inc. | STRL | 5.34K | $2.18M | 0.9% | $503.4K | Added$650.4K |
| Blackstone Inc. | BX | 17K | $1.95M | 0.8% | −$665.2K | Cut−$918.9K |
| Vanguard Index Fds | — | 6.02K | $1.93M | 0.8% | −$87.1K | Cut−$88.8K |
| Jpmorgan Chase & Co. | — | 6.04K | $1.78M | 0.7% | −$169.5K | Cut−$170.5K |
| Walmart Inc. | WMT | 12.4K | $1.54M | 0.6% | $159K | Added$159.4K |
| Salesforce, Inc. | CRM | 8.21K | $1.53M | 0.6% | −$641.9K | Cut−$966.5K |
| Tesla, Inc. | TSLA | 3.97K | $1.48M | 0.6% | −$286.4K | Added−$174.5K |
| Vanguard Index Fds | — | 2.14K | $1.28M | 0.5% | −$58.4K | Added$40.2K |
| ServiceNow, Inc. | NOW | 11.9K | $1.25M | 0.5% | −$579.3K | Cut−$869.6K |
| J P Morgan Exchange Traded F | — | 20.4K | $1.15M | 0.5% | −$9.14K | Added$218.3K |
| Bloom Energy Corp | BE | 8.14K | $1.1M | 0.5% | $379.4K | Added$425.2K |
| Powell Inds Inc | — | 2K | $1.08M | 0.5% | $445K | Held |
| Modine Mfg Co | — | 4.34K | $940.1K | 0.4% | $360.9K | Cut$327.3K |
| Johnson & Johnson | JNJ | 3.77K | $922.5K | 0.4% | $141.5K | Cut$105.5K |
| Realty Income Corp | O | 14.8K | $906.5K | 0.4% | $71.3K | Cut−$37.7K |
| Vertex Pharmaceuticals Inc | — | 2K | $893.1K | 0.4% | — | New |
| Applovin Corp | APP | 2.2K | $874.8K | 0.4% | −$596K | Added−$581.3K |
| Simplify Exchange Traded Fun | — | 27.5K | $865.9K | 0.4% | −$10.9K | Added$232.6K |
| Royce Small-Cap Trust, Inc. | RVT | 51.4K | $853.7K | 0.4% | $23.5K | Added$97.4K |
| Ishares Tr | — | 3.1K | $744.2K | 0.3% | −$22.7K | Added$193.3K |
| GE Vernova Inc. | GEV | 850 | $742K | 0.3% | — | New |
| Simplify Exchange Traded Fun | — | 35.9K | $731K | 0.3% | −$9.73K | Added$155.5K |
| Taiwan Semiconductor Mfg Ltd | — | 2.13K | $721.2K | 0.3% | $72.7K | Held |
| Bank America Corp | — | 14K | $682.3K | 0.3% | −$87.4K | Added−$86.9K |
| Ge Aerospace | — | 2.4K | $680.5K | 0.3% | −$42.8K | Added$136.8K |
| Ishares Tr | — | 7.66K | $632.3K | 0.3% | −$1.52K | Added$111.9K |
| Alphabet Inc | — | 2.18K | $625.1K | 0.3% | −$57.1K | Added−$40.2K |
| Bp Plc | — | 13K | $611K | 0.3% | $159.5K | Held |
| Pepsico Inc | PEP | 3.93K | $610.4K | 0.3% | $46.2K | Cut−$63.7K |
| Exxon Mobil Corp | — | 3.55K | $602.6K | 0.3% | $175.2K | Cut$163.2K |
| Townebank Portsmouth Va | — | 17.5K | $590.1K | 0.2% | $5.21K | Added$10.2K |
| Vanguard Whitehall Fds | — | 3.97K | $587.7K | 0.2% | $18.2K | Held |
| Schwab Strategic Tr | — | 18.7K | $572.9K | 0.2% | $46.7K | Added$179.1K |
| Power Solutions Intl Inc | — | 9.19K | $559.2K | 0.2% | $29.1K | Added$114.4K |
| M/I Homes, Inc. | MHO | 4.36K | $533.3K | 0.2% | −$24K | Cut−$72.6K |
| Pacer Fds Tr | — | 8.29K | $518.3K | 0.2% | — | New |
| Definium Therape | DFTX | 26.3K | $497.9K | 0.2% | — | New |
| Dominion Energy, Inc | D | 7.97K | $492.5K | 0.2% | $25.8K | Cut$14.4K |
| Procter And Gamble Co | PG | 3.4K | $490.4K | 0.2% | $3.84K | Cut−$18.7K |
| American Elec Pwr Co Inc | — | 3.73K | $488.3K | 0.2% | — | New |
| Vanguard Instl Index Fd | — | 6.43K | $486.7K | 0.2% | — | New |
| RTX Corp | RTX | 2.33K | $449.8K | 0.2% | $22.2K | Cut−$87.9K |
| Transdigm Group Inc | TDG | 378 | $438.1K | 0.2% | −$64.6K | Cut−$77.9K |
| Markel Group Inc. | MKL | 225 | $430.7K | 0.2% | −$53K | Cut−$96K |
| Berkshire Hathaway Inc Del | — | 874 | $418.8K | 0.2% | −$20.5K | Held |
| Ishares Gold Tr | IAUM | 8.38K | $391.2K | 0.2% | $21.4K | Added$143.1K |
| Booking Holdings Inc. | BKNG | 91 | $383.1K | 0.2% | −$100.8K | Added−$88.1K |
| Ishares Tr | — | 2.12K | $358.2K | 0.1% | $169 | Held |
| Select Sector Spdr Tr | — | 3.12K | $340.1K | 0.1% | −$32.5K | Held |
| Emerson Elec Co | — | 2.53K | $331.9K | 0.1% | — | New |
| Seagate Technology Hldngs Pl | — | 815 | $319.3K | 0.1% | $90.3K | Added$105.6K |
| Palo Alto Networks Inc | PANW | 1.94K | $310.7K | 0.1% | −$46.3K | Held |
| Chevron Corp New | CVX | 1.47K | $304.1K | 0.1% | $80.1K | Cut$72.5K |
| Ttm Technologies Inc | TTMI | 3.05K | $297.4K | 0.1% | — | New |
| Cisco Sys Inc | — | 3.81K | $295.6K | 0.1% | $2.11K | Added$5.99K |
| General Dynamics Corp | GD | 845 | $290K | 0.1% | $4.89K | Added$39.2K |
| Gigacloud Technology Inc | GCT | 6.04K | $274K | 0.1% | $36.2K | Added$40.8K |
| Lowes Cos Inc | — | 1.15K | $272.7K | 0.1% | −$5.63K | Cut−$92K |
| Lockheed Martin Corp | LMT | 440 | $265.9K | 0.1% | $53.1K | Held |
| Enterprise Prods Partners L | — | 7K | $264.9K | 0.1% | $40.5K | Held |
| Invesco Exchange Traded Fd T | — | 1.36K | $261.6K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 2K | $241.2K | 0.1% | $30.1K | Cut$9.08K |
| J P Morgan Exchange Traded F | — | 4.31K | $239.3K | 0.1% | −$10.2K | Added$11.5K |
| Hasbro, Inc. | HAS | 2.54K | $237.3K | 0.1% | — | New |
| Aflac Inc | AFL | 2.11K | $231.3K | 0.1% | −$1.18K | Cut−$93.8K |
| Ishares Tr | — | 520 | $221.7K | 0.1% | −$24.4K | Held |
| Micron Technology Inc | MU | 631 | $213.2K | 0.1% | — | New |
| Twilio Inc | TWLO | 1.69K | $212.8K | 0.1% | −$27.8K | Cut−$58.6K |
| Invesco Exchange Traded Fd T | — | 3K | $209.1K | 0.1% | — | New |
| Adobe Inc. | ADBE | 857 | $208.3K | 0.1% | −$91.6K | Cut−$132.6K |
| Credo Technology Group Holdi | — | 2.16K | $202.6K | 0.1% | −$102.9K | Added−$93.6K |
| Coherent Corp. | COHR | 844 | $201K | 0.1% | — | New |
| Opendoor Technologies Inc | — | 42.3K | $197.8K | 0.1% | −$24.6K | Added$73.3K |
| D-Wave Quantum Inc. | QBTS | 10.7K | $154.4K | 0.1% | — | New |
| Quantumscape Corp | QS | 14.1K | $89.7K | 0.0% | — | New |
| Bigbear Ai Hldgs Inc | — | 11K | $38.6K | 0.0% | −$20.6K | Held |
| Milestone Pharmaceuticals In | — | 29.9K | $35.6K | 0.0% | −$24K | Added−$22.7K |
| Femasys Inc | FEMY | 19K | $7.98K | 0.0% | −$2.96K | Cut−$11.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.