Bay Rivers Group holds a diversified book of 125 stocks worth $292.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened SS Consumer Staples Sel Sect and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. They also disclosed $397K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Bay Rivers Group's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.6 points over this window.
Growth of $10,000 cloning Bay Rivers Group's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bay Rivers Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $593.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $155.6B |
| UBS Group AG | 80 / 80 | $151.1B |
| LPL Financial LLC | 80 / 80 | $82.5B |
| FIFTH THIRD BANCORP | 80 / 80 | $20.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.4B |
| Farther Finance Advisors, LLC | 80 / 80 | $2.4B |
| Advisory Services Network, LLC | 80 / 80 | $2.2B |
Ranked by how many of Bay Rivers Group's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $18.6M | 64.5K | 6.4% | ▼−0.1% Reduced · −90 sh | |
| 2 | Nvidia Corporation COM | $17.3M | 86.4K | 5.9% | ▼−2.1% Reduced · −2K sh | |
| 3 | Broadcom Inc COM | $17.1M | 45.4K | 5.9% | ▼−2.4% Reduced · −1K sh | |
| 4 | Advanced Micro Devices Inc COM | $13.8M | 23.8K | 4.7% | ▼−6.2% Reduced · −2K sh | |
| 5 | BlackRock ETF Trust II ISHA FLEX IN ETF | $11.6M | 220.8K | 3.9% | ▲+7.0% Added · +15K sh | |
| 6 | Ishares TR MSCI USA MIN ETF | $10.4M | 107.5K | 3.5% | ▲+1.8% Added · +2K sh | |
| 7 | Lam Research Corp COM NEW | $10.0M | 23.0K | 3.4% | ▼−4.0% Reduced · −969 sh | |
| 8 | Alphabet Inc CAP STK CL A | $9.3M | 26.1K | 3.2% | ▼−0.7% Reduced · −186 sh | |
| 9 | Vaneck ETF Trust SEMICONDUCTR ETF | $8.6M | 13.2K | 3.0% | ▼−18% Reduced · −3K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $8.6M | 11.6K | 2.9% | ▼−9.3% Reduced · −1K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $7.4M | 9.9K | 2.5% | ▲+0.6% Added · +58 sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $7.3M | 31.1K | 2.5% | ▲+1.1% Added · +328 sh | |
| 13 | State STR SPDR Dow Jones Ind UT SER 1 | $6.4M | 12.3K | 2.2% | ▲+0.8% Added · +98 sh | |
| 14 | Vanguard Index FDS GROWTH ETF | $6.1M | 70.6K | 2.1% | ▲+516% Added · +59K sh | |
| 15 | Vanguard Index FDS SM CP VAL ETF | $5.8M | 24.0K | 2.0% | ▼−0.8% Reduced · −195 sh | |
| 16 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $5.8M | 8.3K | 2.0% | ▲+1.5% Added · +124 sh | |
| 17 | Costco Wholesale Corporation COM | $5.8M | 6.2K | 2.0% | ▲~0% Added · +3 sh | |
| 18 | Amazon Com Inc COM | $5.7M | 24.1K | 2.0% | ▼−1.2% Reduced · −284 sh | |
| 19 | Vanguard BD Index FDS TOTAL BND MRKT | $5.7M | 77.9K | 2.0% | ▲+6.8% Added · +5K sh | |
| 20 | Meta Platforms Inc CL A | $5.7M | 10.1K | 1.9% | ▲+5.3% Added · +509 sh | |
| 21 | Microsoft Corp COM | $5.6M | 15.0K | 1.9% | ▼−0.3% Reduced · −43 sh | |
| 22 | Vanguard Scottsdale FDS INT-TERM CORP | $5.5M | 67.1K | 1.9% | ▲+18% Added · +10K sh | |
| 23 | Celestica Inc COM | $5.4M | 14.9K | 1.9% | ▲+0.3% Added · +47 sh | |
| 24 | Select Sector SPDR TR ST STR CARE ETF | $4.4M | 27.4K | 1.5% | ▲+3.7% Added · +978 sh | |
| 25 | Sterling Infrastructure Inc COM | $4.3M | 5.1K | 1.5% | ▼−4.5% Reduced · −241 sh | |
| 26 | Select Sector SPDR TR ST STR FINL ETF | $3.4M | 63.7K | 1.2% | ▲+16% Added · +9K sh | |
| 27 | Amgen Inc COM | $3.2M | 8.9K | 1.1% | ▲+3.9% Added · +337 sh | |
| 28 | Palantir Technologies Inc CL A | $3.2M | 27.1K | 1.1% | ▲+0.4% Added · +119 sh | |
| 29 | Select Sector SPDR TR ST STR STAPL ETF | $3.0M | 36.0K | 1.0% | ▲New New position | |
| 30 | Boeing Co COM | $2.8M | 12.9K | 1.0% | ▼−0.6% Reduced · −80 sh | |
| 31 | Home Depot Inc COM | $2.7M | 7.6K | 0.9% | ▲+2.5% Added · +190 sh | |
| 32 | Bloom Energy Corp COM CL A | $2.4M | 8.1K | 0.8% | ▼−0.8% Reduced · −69 sh | |
| 33 | Netflix Inc. COM | $2.3M | 32.7K | 0.8% | ▼−4.3% Reduced · −1K sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 6.0K | 0.8% | ▼−0.2% Reduced · −15 sh | |
| 35 | Blackstone Inc COM | $2.0M | 16.9K | 0.7% | ▼−0.5% Reduced · −87 sh | |
| 36 | JPMorgan Chase & Co COM | $2.0M | 6.0K | 0.7% | —Held | |
| 37 | Powell Inds Inc COM | $1.7M | 6.0K | 0.6% | ▲+199% Added · +4K sh | |
| 38 | Tesla Inc COM | $1.5M | 3.7K | 0.5% | ▼−7.6% Reduced · −304 sh | |
| 39 | Definium Therapeutics Inc COM SHS | $1.5M | 31.2K | 0.5% | ▲+18% Added · +5K sh | |
| 40 | Walmart Inc COM | $1.4M | 12.4K | 0.5% | ▲+0.2% Added · +25 sh | |
| 41 | Credo Technology Group Holdi ORDINARY SHARES | $1.3M | 4.9K | 0.5% | ▲+126% Added · +3K sh | |
| 42 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.3M | 23.4K | 0.5% | ▲+15% Added · +3K sh | |
| 43 | Modine MFG Co COM | $1.2M | 4.4K | 0.4% | ▲+0.9% Added · +40 sh | |
| 44 | Applovin Corp COM CL A | $1.1M | 2.2K | 0.4% | —Held | |
| 45 | Johnson & Johnson COM | $1.1M | 4.3K | 0.4% | ▲+13% Added · +494 sh | |
| 46 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.4% | ▼−27% Reduced · −574 sh | |
| 47 | Vertex Pharmaceuticals Inc COM | $1.0M | 2.1K | 0.4% | ▲+5.0% Added · +100 sh | |
| 48 | Ge Aerospace COM NEW | $1.0M | 2.8K | 0.4% | ▲+15% Added · +370 sh | |
| 49 | Ge Vernova Inc COM | $1.0M | 870 | 0.3% | ▲+2.4% Added · +20 sh | |
| 50 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.0M | 2.1K | 0.3% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | VERTEX PHARMACEUTICALS INCVRTX | $397K | 800 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 126 | $293.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 109 | $240.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 97 | $247.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 91 | $237.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 90 | $218.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 81 | $190.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 83 | $206.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 84 | $201.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.