StockDriftsStockDriftsTop 50 Bay Rivers Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.37% | 64.5K | $18.6M | -0.14%(-90) | $85.28(+258.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.91% | 86.4K | $17.3M | -2.11%(-1.86K) | $22.27(+915.00%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.86% | 45.4K | $17.1M | -2.37%(-1.10K) | $46.58(+745.28%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.72% | 23.8K | $13.8M | -6.17%(-1.56K) | $108.39(+372.63%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 3.95% | 220.8K | $11.6M | +7.05%(+14.54K) | $52.56(-1.01%) | 2026-06-30 | |
| USMV | ISHARES TR | 3.54% | 107.5K | $10.4M | +1.76%(+1.86K) | $68.15(+47.81%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.4% | 23.0K | $10.0M | -4.05%(-969) | $48.71(+592.75%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.18% | 26.1K | $9.3M | -0.71%(-186) | $83.34(+313.62%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 2.95% | 13.2K | $8.6M | -17.52%(-2.80K) | $84.94(+592.01%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.92% | 11.6K | $8.6M | -9.33%(-1.20K) | $234.58(+212.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.70% | +103.41% | +15.73% | +107.58% |
| Top 20 Holdings Unweighted | +26.47% | +102.28% | +15.49% | +105.46% |
Bay Rivers Group reports $293.01M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.4%), NVDA (5.9%) and AVGO (5.9%). The top 20 holdings account for 63.94% of reported assets. Its disclosed equity book has returned +103.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bay Rivers Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1798924). View Bay Rivers Group’s 13F filings on SEC