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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VNQ	VANGUARD INDEX FDS	—	25,885	$2.3M	0.96%	SOLD
2	CRM	SALESFORCE INC	Technology	8,205	$1.5M	0.64%	SOLD
3	NOW	SERVICENOW INC	Technology	11,910	$1.2M	0.52%	SOLD
4	GCT	GIGACLOUD TECHNOLOGY INC	Technology	6,037	$274K	0.11%	SOLD
5	ADBE	ADOBE INC	Technology	857	$208K	0.09%	SOLD
6	FEMY	FEMASYS INC	Healthcare	19,000	$8K	0.00%	SOLD

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%