2026 Q2 Portfolio Activity
In 2026 Q2, Bay Rivers Group maintained a portfolio of 132 distinct positions. The most significant new addition was SELECT SECTOR SPDR TR, now representing 1.02% of the total fund value. They heavily accumulated shares in CREDO TECHNOLOGY GROUP HOLDI, increasing the position by 126.3%. Conversely, Bay Rivers Group completely exited their position in VANGUARD INDEX FDS.
Position History
hover any row below to update
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Total Positions
132
Quarter
2026 Q2
Top Holding
AAPL (6.4%)
Top 10 Concentration
42.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 132
Bay Rivers Group Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 6.36% | 6.82% |
#1
Prev: #1
|
5.0 |
—
|
-90 | -0.1% |
P
S
|
64,451 | $18,649,471 |
$113.27
+173.1%
|
2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.90% | 6.41% |
#2
Prev: #2
|
4.4 |
—
|
-1,861 | -2.1% |
P
S
|
86,369 | $17,281,573 |
$111.61
+98.0%
|
2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | ||
|
AVGO
BROADCOM INC
|
Technology | 5.85% | 5.99% |
#3
Prev: #3
|
3.8 |
—
|
-1,101 | -2.4% |
P
S
|
45,376 | $17,140,784 |
$158.54
+166.3%
|
2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | ||
|
AMD
ADVANCED MICRO ...
|
Technology | 4.71% | 2.15% |
#4
13
Prev: #17
|
2.9 |
—
|
-1,563 | -6.2% |
P
S
|
23,763 | $13,804,164 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 3.94% | 4.46% |
#5
1
Prev: #4
|
4.1 |
—
|
14,545 | 7.1% |
P
S
|
220,795 | $11,556,422 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
USMV
ISHARES TR
|
ETF | 3.54% | 4.08% |
#6
1
Prev: #5
|
1.9 |
—
|
1,863 | 1.8% |
P
S
|
107,471 | $10,366,696 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 3.40% | 2.13% |
#7
11
Prev: #18
|
1.9 |
—
|
-969 | -4.0% |
P
S
|
22,979 | $9,957,490 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.18% | 3.14% |
#8
2
Prev: #6
|
1.8 |
—
|
-186 | -0.7% |
P
S
|
26,061 | $9,313,472 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 2.95% | 2.55% |
#9
2
Prev: #11
|
1.7 |
—
|
-2,800 | -17.5% |
P
S
|
13,181 | $8,645,357 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.92% | 3.08% |
#10
3
Prev: #7
|
1.7 |
—
|
-1,195 | -9.3% |
P
S
|
11,612 | $8,551,034 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.53% | 2.68% |
#11
2
Prev: #9
|
1.5 |
—
|
58 | 0.6% |
P
S
|
9,946 | $7,427,137 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.51% | 2.75% |
#12
4
Prev: #8
|
1.5 |
—
|
328 | 1.1% |
P
S
|
31,058 | $7,348,927 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 2.19% | 2.35% |
#13
1
Prev: #12
|
1.4 |
—
|
98 | 0.8% |
P
S
|
12,301 | $6,426,081 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.08% | 2.09% |
#14
7
Prev: #21
|
3.8 |
—
|
59,163 | 516.2% |
P
S
|
70,625 | $6,083,595 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.99% | 2.19% |
#15
1
Prev: #16
|
1.3 |
—
|
-195 | -0.8% |
P
S
|
24,048 | $5,843,428 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 1.99% | 2.10% |
#16
4
Prev: #20
|
1.3 |
—
|
124 | 1.5% |
P
S
|
8,290 | $5,830,409 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.97% | 2.56% |
#17
7
Prev: #10
|
1.3 |
—
|
3 | 0.0% |
P
S
|
6,173 | $5,774,306 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.96% | 2.11% |
#18
1
Prev: #19
|
1.3 |
—
|
-284 | -1.2% |
P
S
|
24,076 | $5,738,274 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.95% | 2.24% |
#19
4
Prev: #15
|
2.8 |
—
|
4,985 | 6.8% |
P
S
|
77,878 | $5,717,050 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.94% | 2.29% |
#20
6
Prev: #14
|
2.8 |
—
|
509 | 5.3% |
P
S
|
10,096 | $5,687,187 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.91% | 2.32% |
#21
8
Prev: #13
|
1.3 |
—
|
-43 | -0.3% |
P
S
|
15,003 | $5,596,512 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.89% | 1.96% |
#22
Prev: #22
|
2.8 |
—
|
10,337 | 18.2% |
P
S
|
67,109 | $5,546,550 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
CLS
CELESTICA INC
|
Technology | 1.86% | 1.75% |
#23
Prev: #23
|
1.2 |
—
|
47 | 0.3% |
P
S
|
14,922 | $5,443,546 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 1.49% | 1.62% |
#24
1
Prev: #25
|
1.1 |
—
|
978 | 3.7% |
P
S
|
27,434 | $4,352,672 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 1.46% | 0.91% |
#25
7
Prev: #32
|
1.1 |
—
|
-241 | -4.5% |
P
S
|
5,102 | $4,282,415 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 1.17% | 1.13% |
#26
2
Prev: #28
|
2.5 |
—
|
8,773 | 16.0% |
P
S
|
63,731 | $3,416,609 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.11% | 1.26% |
#27
Prev: #27
|
0.9 |
—
|
337 | 3.9% |
P
S
|
8,944 | $3,238,711 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.08% | 1.64% |
#28
4
Prev: #24
|
0.9 |
—
|
119 | 0.4% |
P
S
|
27,087 | $3,160,240 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 1.02% | — |
#29
Prev: #—
|
3.9 |
—
|
35,974 | — |
NEW
|
35,974 | $2,988,346 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BA
BOEING CO
|
Industrials | 0.95% | 1.08% |
#30
1
Prev: #29
|
0.9 |
—
|
-80 | -0.6% |
P
S
|
12,914 | $2,795,494 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.92% | 1.02% |
#31
1
Prev: #30
|
0.9 |
—
|
190 | 2.6% |
P
S
|
7,639 | $2,694,123 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 0.83% | 0.46% |
#32
10
Prev: #42
|
0.8 |
—
|
-69 | -0.8% |
P
S
|
8,076 | $2,444,605 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.80% | 1.37% |
#33
7
Prev: #26
|
0.8 |
—
|
-1,463 | -4.3% |
P
S
|
32,652 | $2,331,353 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.76% | 0.81% |
#34
Prev: #34
|
0.8 |
—
|
-15 | -0.2% |
P
S
|
6,009 | $2,223,570 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.68% | 0.81% |
#35
2
Prev: #33
|
0.8 |
—
|
-87 | -0.5% |
P
S
|
16,903 | $1,988,976 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.67% | 0.74% |
#36
1
Prev: #35
|
1.3 |
—
|
no change | no change |
P
S
|
6,041 | $1,977,372 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
POWL
POWELL INDS INC
|
Industrials | 0.59% | 0.45% |
#37
6
Prev: #43
|
3.2 |
—
|
3,986 | 199.1% |
P
S
|
5,988 | $1,714,724 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.53% | 0.62% |
#38
Prev: #38
|
0.7 |
—
|
-304 | -7.6% |
P
S
|
3,670 | $1,543,602 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFTX
DEFINIUM THERAP...
|
Healthcare | 0.50% | 0.21% |
#39
29
Prev: #68
|
2.2 |
—
|
4,862 | 18.5% |
P
S
|
31,208 | $1,468,024 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.48% | 0.64% |
#40
4
Prev: #36
|
0.7 |
—
|
25 | 0.2% |
P
S
|
12,381 | $1,402,272 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 0.45% | 0.08% |
#41
61
Prev: #102
|
3.2 |
—
|
2,726 | 126.3% |
P
S
|
4,884 | $1,328,204 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.45% | 0.48% |
#42
1
Prev: #41
|
2.2 |
—
|
3,006 | 14.8% |
P
S
|
23,360 | $1,319,345 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MOD
MODINE MFG CO
|
Consumer Cyclical | 0.40% | 0.39% |
#43
1
Prev: #44
|
0.7 |
—
|
40 | 0.9% |
P
S
|
4,378 | $1,169,014 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.39% | 0.36% |
#44
4
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
2,198 | $1,132,476 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.37% | 0.38% |
#45
Prev: #45
|
2.1 |
—
|
494 | 13.1% |
P
S
|
4,268 | $1,083,944 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.37% | 0.53% |
#46
7
Prev: #39
|
0.1 |
—
|
-574 | -26.8% |
P
S
|
1,567 | $1,076,106 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 0.36% | 0.37% |
#47
Prev: #47
|
2.1 |
—
|
100 | 5.0% |
P
S
|
2,100 | $1,043,133 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.35% | 0.28% |
#48
8
Prev: #56
|
2.1 |
—
|
370 | 15.4% |
P
S
|
2,768 | $1,034,520 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.35% | 0.31% |
#49
3
Prev: #52
|
0.6 |
—
|
20 | 2.4% |
P
S
|
870 | $1,022,131 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.35% | 0.30% |
#50
4
Prev: #54
|
1.1 |
—
|
no change | no change |
P
S
|
2,134 | $1,019,134 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 |
Showing 1-50 of 132 holdings