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The Analysis of Bay Rivers Group's Holdings & P&L

Currently, Bay Rivers Group holds 109 types of securities in its portfolio with a total value $240.0M. In the most recent quarter, they have increased their positions in BINC (+62.4K shares, valued at $3.2M), BA (+5.5K shares, valued at $1.1M), VRTX (+2.0K shares, valued at $893.1K); decreased their positions in SMH (-2.4K shares, valued at $912.9K), N/A (-1.2K shares, valued at $369.6K), AMGN (-936 shares, valued at $329.3K); initiated new positions in VRTX (+2.0K shares, valued at $893.1K), GEV (+850 shares, valued at $742.0K), COWZ (+8.3K shares, valued at $518.3K).

1M P&L

+12.0M+5.67%

3M P&L

-6.5M-2.81%

HY P&L

-1.9M-0.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A90.4M

46.5%

2Semiconductors21.7M

11.1%

3Consumer Electronics16.4M

8.4%

Top Industries by Stock Count

1N/A31 stocks

33.3%

2Semiconductors5 stocks

5.4%

3Software - Infrastructure5 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC64.5K shares-1.00%2026-03-312026-04-13

NVDA NVIDIA CORPORATION88.2K shares-1.80%2026-03-312026-04-13

BROADCOM INC BROADCOM INC46.5K shares-2.50%2026-03-312026-04-13

BINC BLACKROCK ETF TRUST II206.3K shares43.33%2026-03-312026-04-13

USMV ISHARES TR105.6K shares2.42%2026-03-312026-04-13

ALPHABET INC ALPHABET INC26.2K shares-1.07%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR12.8K shares4.71%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS30.7K shares1.61%2026-03-312026-04-13

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SPY STATE STR SPDR S&P 500 ETF T9.9K shares1.82%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION6.2K shares-1.22%2026-03-312026-04-13

SMH VANECK ETF TRUST16.0K shares-12.97%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND12.2K shares0.77%2026-03-312026-04-13

MSFT MICROSOFT CORP15.0K shares-0.26%2026-03-312026-04-13

META META PLATFORMS INC9.6K shares-1.43%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS72.9K shares3.46%2026-03-312026-04-13

VBR VANGUARD INDEX FDS24.2K shares-0.36%2026-03-312026-04-13

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AMD ADVANCED MICRO DEVICES INC25.3K shares-4.69%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP23.9K shares-2.72%2026-03-312026-04-13

AMZN AMAZON COM INC24.4K shares0.03%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 408.2K shares2.43%2026-03-312026-04-13

VUG VANGUARD INDEX FDS11.5K shares3.11%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS56.8K shares3.30%2026-03-312026-04-13

CELESTICA INC CELESTICA INC14.9K shares3.90%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC27.0K shares-2.89%2026-03-312026-04-13

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XLV SELECT SECTOR SPDR TR26.5K shares1.90%2026-03-312026-04-13

NFLX NETFLIX INC.34.1K shares-4.20%2026-03-312026-04-13

AMGN AMGEN INC8.6K shares-9.81%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR55.0K shares3.86%2026-03-312026-04-13

BA BOEING CO13.0K shares72.61%2026-03-312026-04-13

HD HOME DEPOT INC7.4K shares0.69%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS25.9K shares2.30%2026-03-312026-04-13

STRL STERLING INFRASTRUCTURE INC5.3K shares7.25%2026-03-312026-04-13

Sponsored

BLACKSTONE INC BLACKSTONE INC17.0K shares-8.83%2026-03-312026-04-13

VTI VANGUARD INDEX FDS6.0K shares-0.08%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO6.0K shares-0.05%2026-03-312026-04-13

WMT WALMART INC12.4K shares0.02%2026-03-312026-04-13

CRM SALESFORCE INC8.2K shares-12.99%2026-03-312026-04-13

TSLA TESLA INC4.0K shares8.19%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares8.35%2026-03-312026-04-13

NOW SERVICENOW INC11.9K shares-13.73%2026-03-312026-04-13

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JEPI J P MORGAN EXCHANGE TRADED F20.4K shares24.55%2026-03-312026-04-13

BE BLOOM ENERGY CORP8.1K shares4.33%2026-03-312026-04-13

POWL POWELL INDS INC2.0K shares0.00%2026-03-312026-04-13

MOD MODINE MFG CO4.3K shares-5.49%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON3.8K shares-4.41%2026-03-312026-04-13

O REALTY INCOME CORP14.8K shares-11.54%2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC2.0K sharesnew addition2026-03-312026-04-13

APP APPLOVIN CORP2.2K shares1.71%2026-03-312026-04-13

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HEQT SIMPLIFY EXCHANGE TRADED FUN27.5K shares39.11%2026-03-312026-04-13

RVT ROYCE SMALL CAP TRUST INC51.4K shares9.47%2026-03-312026-04-13

MTUM ISHARES TR3.1K shares40.89%2026-03-312026-04-13

GEV GE VERNOVA INC850 sharesnew addition2026-03-312026-04-13

AGGH SIMPLIFY EXCHANGE TRADED FUN35.9K shares29.21%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares0.00%2026-03-312026-04-13

BAC BANK AMERICA CORP14.0K shares0.07%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE2.4K shares35.86%2026-03-312026-04-13

Sponsored

SHY ISHARES TR7.7K shares21.87%2026-03-312026-04-13

ALPHABET INC ALPHABET INC2.2K shares2.78%2026-03-312026-04-13

BP BP PLC13.0K shares0.00%2026-03-312026-04-13

PEP PEPSICO INC3.9K shares-16.31%2026-03-312026-04-13

XOM EXXON MOBIL CORP3.6K shares-2.74%2026-03-312026-04-13

TOWN TOWNEBANK PORTSMOUTH VA17.5K shares0.85%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS4.0K shares0.00%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR18.7K shares30.07%2026-03-312026-04-13

Sponsored

PSIX POWER SOLUTIONS INTL INC9.2K shares17.98%2026-03-312026-04-13

MHO M/I HOMES INC4.4K shares-8.03%2026-03-312026-04-13

COWZ PACER FDS TR8.3K sharesnew addition2026-03-312026-04-13

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC26.3K sharesnew addition2026-03-312026-04-13

D DOMINION ENERGY INC8.0K shares-2.38%2026-03-312026-04-13

PG PROCTER & GAMBLE CO3.4K shares-4.42%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC3.7K sharesnew addition2026-03-312026-04-13

VBIL VANGUARD INSTL INDEX FD6.4K sharesnew addition2026-03-312026-04-13

Sponsored

RTX RTX CORPORATION2.3K shares-20.46%2026-03-312026-04-13

TDG TRANSDIGM GROUP INC378 shares-2.58%2026-03-312026-04-13

MKL MARKEL GROUP INC225 shares-8.16%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL874 shares0.00%2026-03-312026-04-13

IAUM ISHARES GOLD TR8.4K shares45.14%2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC91 shares3.41%2026-03-312026-04-13

IBB ISHARES TR2.1K shares0.00%2026-03-312026-04-13

XLY SELECT SECTOR SPDR TR3.1K shares0.00%2026-03-312026-04-13

Sponsored

EMR EMERSON ELEC CO2.5K sharesnew addition2026-03-312026-04-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL815 shares5.03%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC1.9K shares0.00%2026-03-312026-04-13

CVX CHEVRON CORPORATION1.5K shares-3.29%2026-03-312026-04-13

TTMI TTM TECHNOLOGIES INC3.1K sharesnew addition2026-03-312026-04-13

CSCO CISCO SYS INC3.8K shares1.33%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP845 shares13.42%2026-03-312026-04-13

GCT GIGACLOUD TECHNOLOGY INC6.0K shares1.68%2026-03-312026-04-13

Sponsored

LOW LOWES COS INC1.2K shares-23.68%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP440 shares0.00%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L7.0K shares0.00%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC2.0K shares-9.07%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F4.3K shares9.95%2026-03-312026-04-13

HAS HASBRO INC2.5K sharesnew addition2026-03-312026-04-13

AFL AFLAC INC2.1K shares-28.49%2026-03-312026-04-13

Sponsored

IWF ISHARES TR520 shares0.00%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC631 sharesnew addition2026-03-312026-04-13

TWLO TWILIO INC1.7K shares-11.37%2026-03-312026-04-13

PWV INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2026-03-312026-04-13

ADBE ADOBE INC857 shares-12.01%2026-03-312026-04-13

CRDO CREDO TECHNOLOGY GROUP HOLDI2.2K shares4.86%2026-03-312026-04-13

COHERENT CORP COHERENT CORP844 sharesnew addition2026-03-312026-04-13

OPEN OPENDOOR TECHNOLOGIES INC42.3K shares97.89%2026-03-312026-04-13

Sponsored

QBTS D-WAVE QUANTUM INC10.7K sharesnew addition2026-03-312026-04-13

QS QUANTUMSCAPE CORP14.1K sharesnew addition2026-03-312026-04-13

BBAI BIGBEAR AI HLDGS INC11.0K shares0.00%2026-03-312026-04-13

MIST MILESTONE PHARMACEUTICALS IN29.9K shares3.64%2026-03-312026-04-13

FEMY FEMASYS INC19.0K shares-43.00%2026-03-312026-04-13

AAPL

APPLE INC

-1.00%

Shares64.5K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-1.80%

Shares88.2K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-2.50%

Shares46.5K

Event2026-03-31

Filed2026-04-13

BINC

BLACKROCK ETF TRUST II

43.33%

Shares206.3K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

2.42%

Shares105.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-1.07%

Shares26.2K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

4.71%

Shares12.8K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

1.61%

Shares30.7K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

1.82%

Shares9.9K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-1.22%

Shares6.2K

Event2026-03-31

Filed2026-04-13

SMH

VANECK ETF TRUST

-12.97%

Shares16.0K

Event2026-03-31

Filed2026-04-13

DIA

STATE STR SPDR DOW JONES IND

0.77%

Shares12.2K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-0.26%

Shares15.0K

Event2026-03-31

Filed2026-04-13