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Portfolio (Quarterly) Guide ↗

Bay Rivers Group

· CIK 0001798924
13F Portfolio $293M AUM 126 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 55 Added 27 Reduced 6 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 2,809.0 $533K 0.18% +477.0 +20.4% $189.73 +5.6%
42 CSCO CISCO SYS INC Technology 4,261.0 $500K 0.17% +451.0 +11.8% $117.46 -6.7%
43 QBTS D-WAVE QUANTUM INC Technology 17,357.0 $416K 0.14% +7K +62.2% $23.99 -30.6%
44 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,275.0 $405K 0.14% +2K +2400.0% $178.24 +8.2%
45 EMR EMERSON ELEC CO Industrials 2,733.0 $391K 0.13% +200.0 +7.9% $143.15 +6.5%
46 IAUM ISHARES GOLD TRUST MICRO Financial Services 8,677.0 $347K 0.12% +301.0 +3.6% $40.01 +10.3%
47 EPD ENTERPRISE PRODS PARTNERS L 9,395.0 $345K 0.12% +2K +34.2% $36.76
48 MRK MERCK & CO INC Healthcare 2,408.0 $309K 0.11% +403.0 +20.1% $128.50 +17.4%
49 JEPQ J P MORGAN EXCHANGE TRADED F 4,951.0 $304K 0.10% +640.0 +14.8% $61.46 -2.7%
50 CVX CHEVRON CORPORATION Energy 1,748.0 $290K 0.10% +278.0 +18.9% $165.76 +25.9%
51 HAS HASBRO INC Consumer Cyclical 3,275.0 $270K 0.09% +740.0 +29.2% $82.59 +11.2%
52 IWF ISHARES TR 2,080.0 $258K 0.09% +2K +300.0% $124.17 -0.6%
53 QS QUANTUMSCAPE CORP Consumer Cyclical 15,967.0 $121K 0.04% +2K +13.6% $7.56 -27.7%
54 MIST MILESTONE PHARMACEUTICALS IN Healthcare 46,633.0 $62K 0.02% +17K +55.9% $1.34 -8.2%
55 BBAI BIGBEAR AI HLDGS INC Technology 11,701.0 $43K 0.01% +740.0 +6.8% $3.67 -19.3%
Page 3 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.0%
Financial Services 17.7%
Communication Services 9.0%
Industrials 7.3%
Consumer Cyclical 6.7%
Consumer Defensive 4.2%
Healthcare 3.7%
Utilities 1.0%
Energy 0.8%
Real Estate 0.8%