Bay Rivers Group
Bay Rivers Group reported 126 holdings worth US$293M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Bay Rivers Group reported 126 holdings worth US$293M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Broadcom Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 126
- Value as reported
- US$293M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 64,451 | US$18.6M | 6.4% |
| Nvidia Corporation | 86,369 | US$17.3M | 5.9% |
| Broadcom Inc. | 45,376 | US$17.1M | 5.8% |
| Advanced Micro Devices Inc | 23,763 | US$13.8M | 4.7% |
| Alphabet Inc (google) Class C | 28,254 | US$10.1M | 3.4% |
| Lam Research Corporation | 22,979 | US$9.96M | 3.4% |
| Costco Wholesale Corporation | 6,173 | US$5.77M | 2.0% |
| Amazon.com, Inc. | 24,076 | US$5.74M | 2.0% |
| Meta Platforms, Inc. | 10,096 | US$5.69M | 1.9% |
| Microsoft Corp. | 15,003 | US$5.6M | 1.9% |
| Celestica Inc. | 14,922 | US$5.44M | 1.9% |
| Sterling Infrastructure, Inc. | 5,102 | US$4.28M | 1.5% |
| Amgen Inc. | 8,944 | US$3.24M | 1.1% |
| Palantir Technologies Inc. | 27,087 | US$3.16M | 1.1% |
| Boeing Company (the) | 12,914 | US$2.8M | 0.95% |
| Home Depot, Inc. (the) | 7,639 | US$2.69M | 0.92% |
| Bloom Energy Corporation | 8,076 | US$2.44M | 0.83% |
| Netflix, Inc. | 32,652 | US$2.33M | 0.80% |
| Blackstone Inc. | 16,903 | US$1.99M | 0.68% |
| Jp Morgan Chase & Co. | 6,041 | US$1.98M | 0.67% |
| Powell Industries, Inc. | 5,988 | US$1.71M | 0.59% |
| Tesla, Inc. | 3,670 | US$1.54M | 0.53% |
| Definium Therapeutics, Inc. | 31,208 | US$1.47M | 0.50% |
| Walmart Inc. | 12,381 | US$1.4M | 0.48% |
| Credo Technology Group Holding Ltd | 4,884 | US$1.33M | 0.45% |
| Modine Manufacturing Company | 4,378 | US$1.17M | 0.40% |
| Applovin Corporation | 2,198 | US$1.13M | 0.39% |
| Johnson & Johnson | 4,268 | US$1.08M | 0.37% |
| Vertex Pharmaceuticals Incorporated | 2,100 | US$1.04M | 0.36% |
| Ge Aerospace | 2,768 | US$1.03M | 0.35% |
| Ge Vernova Inc. | 870 | US$1.02M | 0.35% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,134 | US$1.02M | 0.35% |
| Realty Income Corporation | 14,493 | US$898K | 0.31% |
| Bank Of America Corporation | 14,121 | US$805K | 0.27% |
| Reddit, Inc. | 3,948 | US$685K | 0.23% |
| M/i Homes, Inc. | 4,255 | US$684K | 0.23% |
| Opendoor Technologies Inc | 146K | US$673K | 0.23% |
| Towne Bank | 17,527 | US$635K | 0.22% |
| Pepsico, Inc. | 4,531 | US$614K | 0.21% |
| Ttm Technologies, Inc. | 3,238 | US$606K | 0.21% |
| Exxon Mobil Corporation | 4,313 | US$590K | 0.20% |
| Palo Alto Networks, Inc. | 1,703 | US$581K | 0.20% |
| Kohl's Corporation | 31,341 | US$555K | 0.19% |
| Transdigm Group Inc. | 408 | US$543K | 0.19% |
| Procter & Gamble Company (the) | 3,701 | US$543K | 0.19% |
| Rtx Corporation | 2,809 | US$533K | 0.18% |
| American Electric Power Company, Inc. | 3,725 | US$510K | 0.17% |
| Cisco Systems, Inc. | 4,261 | US$500K | 0.17% |
| Dominion Energy, Inc. | 7,263 | US$496K | 0.17% |
| Bp Plc | 13,000 | US$480K | 0.16% |
| Berkshire Hathaway Inc. | 874 | US$437K | 0.15% |
| D-wave Quantum Inc. | 17,357 | US$416K | 0.14% |
| Lumentum Holdings Inc. | 483 | US$414K | 0.14% |
| Booking Holdings Inc. Common Stock | 2,275 | US$405K | 0.14% |
| Emerson Electric Company | 2,733 | US$391K | 0.13% |
| Markel Group Inc. | 200 | US$391K | 0.13% |
| Micron Technology, Inc. | 330 | US$381K | 0.13% |
| Vertiv Holdings, Llc | 1,136 | US$380K | 0.13% |
| Power Solutions International, Inc. | 9,141 | US$355K | 0.12% |
| Enterprise Products Partners L.p. | 9,395 | US$345K | 0.12% |
| Ionq, Inc. | 6,335 | US$337K | 0.12% |
| Ciena Corporation | 661 | US$324K | 0.11% |
| Sezzle Inc. | 1,856 | US$319K | 0.11% |
| Intel Corporation | 2,228 | US$311K | 0.11% |
| Merck & Company, Inc. | 2,408 | US$309K | 0.11% |
| Twilio Inc. | 1,482 | US$306K | 0.10% |
| Abbvie Inc. | 1,211 | US$305K | 0.10% |
| General Dynamics Corporation | 845 | US$299K | 0.10% |
| Coherent Corp. | 744 | US$293K | 0.10% |
| Chevron Corporation | 1,748 | US$290K | 0.10% |
| Western Digital Corporation | 448 | US$286K | 0.10% |
| Hasbro, Inc. | 3,275 | US$270K | 0.09% |
| Coreweave, Inc. | 2,565 | US$255K | 0.09% |
| Lowe's Companies, Inc. | 1,154 | US$254K | 0.09% |
| Aflac Incorporated | 2,108 | US$247K | 0.08% |
| Lockheed Martin Corporation | 440 | US$224K | 0.08% |
| Marriott International | 603 | US$223K | 0.08% |
| Phillips 66 | 1,282 | US$217K | 0.07% |
| Coca-cola Company (the) | 2,627 | US$213K | 0.07% |
| Corning Incorporated | 799 | US$204K | 0.07% |
| Main Street Capital Corporation | 3,910 | US$203K | 0.07% |
| Quantumscape Corporation | 15,967 | US$121K | 0.04% |
| Milestone Pharmaceuticals Inc. | 46,633 | US$62,488 | 0.02% |
| Bigbear.ai, Inc. | 11,701 | US$42,943 | 0.01% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Femasys Inc. | 0 | US$0 | 0.00% |
| Gigacloud Technology Inc | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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