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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 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RPG INVESCO EXCHANGE TRADED FD T 7,584.0 $484K 0.17% NEW $63.85 -9.5%
82 BP BP PLC Energy 13,000.0 $480K 0.16% $36.95 +18.6%
83 BERKSHIRE HATHAWAY INC DEL 874.0 $437K 0.15% $500.39
84 QBTS D-WAVE QUANTUM INC Technology 17,357.0 $416K 0.14% +7K +62.2% $23.99 -30.9%
85 LITE LUMENTUM HLDGS INC Technology 483.0 $414K 0.14% NEW $858.06 +2.7%
86 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,275.0 $405K 0.14% +2K +2400.0% $178.24 +8.4%
87 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 800.0 $397K 0.14% NEW $496.73 +9.9%
88 EMR EMERSON ELEC CO Industrials 2,733.0 $391K 0.13% +200.0 +7.9% $143.15 +6.8%
89 MKL MARKEL GROUP INC Financial Services 200.0 $391K 0.13% -25.0 -11.1% $1953.01 -6.5%
90 IBB ISHARES TR 2,026.0 $385K 0.13% -96.0 -4.5% $190.14 +11.5%
91 MU MICRON TECHNOLOGY INC Technology 330.0 $381K 0.13% -301.0 -47.7% $1154.29 -11.9%
92 VRT VERTIV HOLDINGS CO Industrials 1,136.0 $380K 0.13% NEW $334.82 -16.2%
93 XLY SELECT SECTOR SPDR TR 3,121.0 $366K 0.12% $117.29 -2.0%
94 PSIX POWER SOLUTIONS INTL INC Industrials 9,141.0 $355K 0.12% $38.89 +4.1%
95 IAUM ISHARES GOLD TRUST MICRO Financial Services 8,677.0 $347K 0.12% +301.0 +3.6% $40.01 +10.5%
96 EPD ENTERPRISE PRODS PARTNERS L 9,395.0 $345K 0.12% +2K +34.2% $36.76
97 IONQ IONQ INC Technology 6,335.0 $337K 0.12% NEW $53.26 -25.8%
98 CIEN CIENA CORP Technology 661.0 $324K 0.11% NEW $490.56 -34.6%
99 SEZL SEZZLE INC Financial Services 1,856.0 $319K 0.11% NEW $171.63 -29.7%
100 INTC INTEL CORP Technology 2,228.0 $311K 0.11% NEW $139.63 -31.4%
Page 5 of 7  ·  126 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%