Bay Rivers Group 13F Holdings · Q2 2026
Bay Rivers Group reported 125 securities worth $293.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (6.36%), NVDA (5.90%), AVGO (5.85%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.6M | 6.36% | 64,451 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $17.3M | 5.90% | 86,369 | Trimmed |
| 3 | AVGO | BROADCOM INC | $17.1M | 5.85% | 45,376 | Trimmed |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $13.8M | 4.71% | 23,763 | Trimmed |
| 5 | BINC | BLACKROCK ETF TRUST II | $11.6M | 3.94% | 220,795 | Added |
| 6 | USMV | ISHARES TR | $10.4M | 3.54% | 107,471 | Added |
| 7 | LRCX | LAM RESEARCH CORP | $10.0M | 3.40% | 22,979 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $9.3M | 3.18% | 26,061 | Trimmed |
| 9 | SMH | VANECK ETF TRUST | $8.6M | 2.95% | 13,181 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $8.6M | 2.92% | 11,612 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $7.4M | 2.53% | 9,946 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $7.3M | 2.51% | 31,058 | Added |
| 13 | DIA | STATE STR SPDR DOW JONES IND | $6.4M | 2.19% | 12,301 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $6.1M | 2.08% | 70,625 | Added |
| 15 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.8M | 1.99% | 8,290 | Added |
| 16 | VBR | VANGUARD INDEX FDS | $5.8M | 1.99% | 24,048 | Trimmed |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $5.8M | 1.97% | 6,173 | Added |
| 18 | AMZN | AMAZON COM INC | $5.7M | 1.96% | 24,076 | Trimmed |
| 19 | BND | VANGUARD BD INDEX FDS | $5.7M | 1.95% | 77,878 | Added |
| 20 | META | META PLATFORMS INC | $5.7M | 1.94% | 10,096 | Added |
| 21 | MSFT | MICROSOFT CORP | $5.6M | 1.91% | 15,003 | Trimmed |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | $5.5M | 1.89% | 67,109 | Added |
| 23 | CLS | CELESTICA INC | $5.4M | 1.86% | 14,922 | Added |
| 24 | XLV | SELECT SECTOR SPDR TR | $4.4M | 1.49% | 27,434 | Added |
| 25 | STRL | STERLING INFRASTRUCTURE INC | $4.3M | 1.46% | 5,102 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR