Bay Rivers Group

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), Bay Rivers Group reported 84 stock positions worth $201.3 million. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Broadcom (AVGO, 5.7%). Compared with Q2 2024, it opened 5 new positions, sold out of 1, added to 35 and reduced 24. The biggest buy was a new position in Vanguard Real Estate ETF (VNQ) and the biggest sale Super Micro Computer (SMCI, shares −44%).

Most Recent 13F
Q2 2026
Location
Williamsburg, VA
CIK
0001798924
Portfolio Value
$201.3M (Q3 2024)
SEC Filing
0001798924-24-000004 ↗ filed Oct 25, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $182.1M Q1 2024 Q2 2024: $192.4M Q2 2024 Q3 2024: $201.3M $201.3M Q3 2024 Q4 2024: $206.3M Q4 2024 Q1 2025: $190.7M Q1 2025 Q2 2025: $218.6M Q2 2025 Q3 2025: $237.5M Q3 2025 Q4 2025: $247.3M Q4 2025 Q1 2026: $240.0M Q1 2026 Q2 2026: $292.6M Q2 2026

Holdings 84 stocks · $201.3M
AAPL Apple Inc. 8.26% 71,348 $16.6M Reduce -0.5%
NVDA Nvidia Corp. 6.34% 105,070 $12.8M Reduce -3.9%
AVGO Broadcom Inc. 5.67% 66,151 $11.4M Reduce -0.5%
USMV iShares MSCI USA Min Vol Fac 4.57% 100,834 $9.2M Reduce -0.2%
TLT iShares 20+ Year Treasury BD 3.79% 77,812 $7.6M Reduce -1.0%
MSFT Microsoft Corp. 3.19% 14,920 $6.4M Add +1.9%
VIG Vanguard Dividend Apprec ETF 3.08% 31,298 $6.2M Add +0.3%
QQQ Invesco QQQ Trust Series 1 2.95% 12,182 $5.9M Reduce -12.4%
META Meta Platforms Inc. Class A 2.92% 10,276 $5.9M Add +0.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.68% 9,384 $5.4M Reduce -0.3%
COST Costco Wholesale Corp. 2.57% 5,839 $5.2M Add +0.9%
SMH Vaneck Semiconductor ETF 2.53% 20,774 $5.1M Add +6.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 2.50% 11,887 $5.0M Reduce -0.2%
BND Vanguard Total Bond Market 2.47% 66,190 $5.0M Add +1.2%
VUG Vanguard Mrngstar GR ETF-Sui 2.33% 12,194 $4.7M Reduce -6.1%
AMZN Amazon.com Inc. 2.30% 24,801 $4.6M Add +3.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.29% 22,972 $4.6M Add +0.3%
MDY State Street SPDR S&P Midcap 2.26% 7,969 $4.5M Add +0.4%
GOOGL Alphabet Inc. Class A 2.24% 27,163 $4.5M Add +1.3%
VCIT Vanguard Int-Term Corporate 2.19% 52,522 $4.4M Add +6.6%
AMD Advanced Micro Devices 2.12% 25,965 $4.3M Add +2.3%
XLV SS Health Care Select Sector 1.92% 25,084 $3.9M Add +0.1%
HD Home Depot Inc. 1.82% 9,033 $3.7M Add +0.2%
AMGN Amgen Inc. 1.55% 9,675 $3.1M Add +0.3%
XLE SS Energy Select Sector 1.47% 33,693 $3.0M Reduce -0.5%
BX Blackstone Inc. 1.40% 18,372 $2.8M Reduce -6.6%
UNH Unitedhealth Group Inc. 1.37% 4,723 $2.8M Reduce -27.4%
VNQ Vanguard Real Estate ETF 1.30% 26,864 $2.6M New
DE Deere & Co. 1.24% 5,974 $2.5M Add +172.2%
NFLX Netflix Inc. 1.24% 3,509 $2.5M Add +1.5%
NOW ServiceNow Inc. 1.22% 2,735 $2.4M Add +0.6%
CRM Salesforce Inc. 1.03% 7,599 $2.1M Add +2.2%
LRCX Lam Research Corp. 0.99% 2,449 $2.0M Add +6.4%
XLF SS Financial Select Sector 0.97% 43,181 $2.0M Reduce -37.9%
VTI VG Morningstar TS MKT ETF-US 0.89% 6,295 $1.8M No change
D Dominion Energy Inc. 0.84% 29,147 $1.7M Reduce -0.0%
O Realty Income Corp. 0.64% 20,444 $1.3M Reduce -2.1%
JPM JPMorgan Chase & Co. 0.64% 6,072 $1.3M Reduce -3.5%
SMCI Super Micro Computer Inc. 0.59% 2,870 $1.2M Reduce -44.2%
BA The Boeing Co. 0.55% 7,346 $1.1M Reduce -5.8%
CLS Celestica Inc. 0.52% 20,338 $1.0M Add +4.2%
PEP Pepsico Inc. 0.48% 5,683 $966K Add +0.6%
TSLA Tesla Inc. 0.44% 3,399 $889K No change
MHO M/I Homes Inc. 0.41% 4,783 $820K Add +7.3%
MOD Modine Manufacturing Co. 0.38% 5,727 $760K Add +6.3%
JNJ Johnson & Johnson 0.34% 4,223 $684K Add +2.3%
PG The Procter & Gamble Co. 0.33% 3,844 $666K No change
VYM Vanguard High DVD Yield ETF 0.29% 4,511 $578K Reduce -9.3%
TOWN Towne Bank 0.29% 17,378 $575K No change
VOO Vanguard S&P 500 ETF 0.28% 1,080 $570K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.27% 13,446 $534K Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,142 $526K Add +31.3%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.24% 2,830 $477K Add +3.7%
APP AppLovin Corp. Class A 0.22% 3,422 $447K New
XOM Exxon Mobil Corp. 0.22% 3,792 $444K Add +0.3%
MKL Markel Group Inc. 0.22% 280 $439K Reduce -1.8%
RVT Royce Small-Cap Trust Inc. 0.22% 27,663 $434K Add +26.5%
LOW Lowe's Cos Inc. 0.20% 1,512 $410K No change
BP BP PLC-Spons ADR 0.20% 13,000 $408K No change
RTX RTX Corp. 0.20% 3,282 $398K No change
GOOG Alphabet Inc. Class C 0.18% 2,220 $371K No change
JEPI JPMorgan Equity Premium Inco 0.18% 6,120 $364K Add +1.0%
BKNG Booking Holdings Inc. 0.18% 86 $362K No change
IBB iShares Biotechnology ETF 0.18% 2,449 $357K Reduce -2.0%
XLY SS Consumer Disc Select Sect 0.17% 1,753 $351K No change
AFL Aflac Inc. 0.16% 2,948 $330K No change
ADBE Adobe Inc. 0.16% 622 $322K Add +23.4%
PANW Palo Alto Networks Inc. 0.16% 934 $319K No change
SHY iShares 1-3 Year Treasury Bo 0.15% 3,679 $306K Add +13.4%
TDG Transdigm Group Inc. 0.15% 212 $303K Add +28.5%
MRK Merck & Co. Inc. 0.15% 2,578 $293K No change
LMT Lockheed Martin Corp. 0.13% 450 $263K No change
DUK Duke Energy Corp. 0.13% 2,224 $256K Reduce -10.1%
POWL Powell Industries Inc. 0.12% 1,117 $248K New
TSM Taiwan Semiconductor-SP ADR 0.12% 1,379 $239K Add +17.0%
IWF iShares Russell 1000 Growth 0.12% 624 $234K No change
PLTR Palantir Technologies Inc. Class A 0.12% 6,235 $232K New
CSCO Cisco Systems Inc. 0.11% 4,160 $221K Reduce -19.4%
CVX Chevron Corp. 0.11% 1,480 $218K Add +15.6%
GD General Dynamics Corp. 0.10% 695 $210K No change
ELV Elevance Health Inc. 0.10% 395 $205K No change
EPD Enterprise Products Partners 0.10% 7,000 $204K No change
LUMINAR TECHNOLOGIES INC 0.00% 11,050 $10K New
KOPN Kopin Corp. 0.00% 10,421 $8K No change

Portfolio Sells Q2 2024 → Q3 2024
SMCI Super Micro Computer Inc. Reduce -44.2% 0.59% −1.60
NVDA Nvidia Corp. Reduce -3.9% 6.34% −0.68
XLF SS Financial Select Sector Reduce -37.9% 0.97% −0.51
QQQ Invesco QQQ Trust Series 1 Reduce -12.4% 2.95% −0.51
UNH Unitedhealth Group Inc. Reduce -27.4% 1.37% −0.35
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.1% 2.33% −0.20
BA The Boeing Co. Reduce -5.8% 0.55% −0.18
XLE SS Energy Select Sector Reduce -0.5% 1.47% −0.13
F Ford Motor Co. Sold out 0.00% −0.07
JPM JPMorgan Chase & Co. Reduce -3.5% 0.64% −0.03
VYM Vanguard High DVD Yield ETF Reduce -9.3% 0.29% −0.02
CSCO Cisco Systems Inc. Reduce -19.4% 0.11% −0.02
MKL Markel Group Inc. Reduce -1.8% 0.22% −0.02
BAC Bank of America Corp. Reduce -0.1% 0.27% −0.01
DUK Duke Energy Corp. Reduce -10.1% 0.13% −0.00
IBB iShares Biotechnology ETF Reduce -2.0% 0.18% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 2.68% +0.01
TLT iShares 20+ Year Treasury BD Reduce -1.0% 3.79% +0.04
O Realty Income Corp. Reduce -2.1% 0.64% +0.07
DIA SS SPDR Dow Jones Indus Avg Reduce -0.2% 2.50% +0.08
D Dominion Energy Inc. Reduce -0.0% 0.84% +0.09
AVGO Broadcom Inc. Reduce -0.5% 5.67% +0.12
BX Blackstone Inc. Reduce -6.6% 1.40% +0.13
USMV iShares MSCI USA Min Vol Fac Reduce -0.2% 4.57% +0.16
AAPL Apple Inc. Reduce -0.5% 8.26% +0.41

Portfolio Buys Q2 2024 → Q3 2024
VNQ Vanguard Real Estate ETF New 1.30% +1.30
DE Deere & Co. Add +172.2% 1.24% +0.81
META Meta Platforms Inc. Class A Add +0.9% 2.92% +0.25
APP AppLovin Corp. Class A New 0.22% +0.22
HD Home Depot Inc. Add +0.2% 1.82% +0.21
VCIT Vanguard Int-Term Corporate Add +6.6% 2.19% +0.14
MHO M/I Homes Inc. Add +7.3% 0.41% +0.12
POWL Powell Industries Inc. New 0.12% +0.12
VIG Vanguard Dividend Apprec ETF Add +0.3% 3.08% +0.12
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 2.29% +0.12
PLTR Palantir Technologies Inc. Class A New 0.12% +0.12
NOW ServiceNow Inc. Add +0.6% 1.22% +0.10
MOD Modine Manufacturing Co. Add +6.3% 0.38% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +31.3% 0.26% +0.08
RVT Royce Small-Cap Trust Inc. Add +26.5% 0.22% +0.05
MDY State Street SPDR S&P Midcap Add +0.4% 2.26% +0.05
MSTR Strategy Inc. Add +3.7% 0.24% +0.04
TDG Transdigm Group Inc. Add +28.5% 0.15% +0.04
CRM Salesforce Inc. Add +2.2% 1.03% +0.04
JNJ Johnson & Johnson Add +2.3% 0.34% +0.03
NFLX Netflix Inc. Add +1.5% 1.24% +0.02
BND Vanguard Total Bond Market Add +1.2% 2.47% +0.02
XLV SS Health Care Select Sector Add +0.1% 1.92% +0.02
ADBE Adobe Inc. Add +23.4% 0.16% +0.01
SHY iShares 1-3 Year Treasury Bo Add +13.4% 0.15% +0.01
COST Costco Wholesale Corp. Add +0.9% 2.57% +0.01
TSM Taiwan Semiconductor-SP ADR Add +17.0% 0.12% +0.01
LUMINAR TECHNOLOGIES INC New 0.00% +0.00
CVX Chevron Corp. Add +15.6% 0.11% +0.00
JEPI JPMorgan Equity Premium Inco Add +1.0% 0.18% +0.00
PEP Pepsico Inc. Add +0.6% 0.48% −0.00
XOM Exxon Mobil Corp. Add +0.3% 0.22% −0.01
AMGN Amgen Inc. Add +0.3% 1.55% −0.02
AMD Advanced Micro Devices Add +2.3% 2.12% −0.02
CLS Celestica Inc. Add +4.2% 0.52% −0.07
AMZN Amazon.com Inc. Add +3.5% 2.30% −0.11
SMH Vaneck Semiconductor ETF Add +6.3% 2.53% −0.11
MSFT Microsoft Corp. Add +1.9% 3.19% −0.21
LRCX Lam Research Corp. Add +6.4% 0.99% −0.28
GOOGL Alphabet Inc. Class A Add +1.3% 2.24% −0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$292.6MAAPL, NVDA, AVGO, AMD, BINC
Q1 2026 109$240.0MAAPL, NVDA, AVGO, BINC, USMV
Q4 2025 97$247.3MAAPL, NVDA, AVGO, USMV, GOOGL
Q3 2025 91$237.5MNVDA, AAPL, AVGO, USMV, MSFT
Q2 2025 90$218.6MAVGO, NVDA, AAPL, USMV, MSFT
Q1 2025 81$190.7MAAPL, NVDA, AVGO, USMV, TLT
Q4 2024 83$206.3MAAPL, AVGO, NVDA, USMV, TLT
Q3 2024 84$201.3MAAPL, NVDA, AVGO, USMV, TLT
Q2 2024 80$192.4MAAPL, NVDA, AVGO, USMV, TLT
Q1 2024 80$182.1MAAPL, NVDA, AVGO, USMV, QQQ