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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLW CORNING INC Technology 799.0 $204K 0.07% NEW $255.43 -43.6%
122 MAIN MAIN STR CAP CORP Financial Services 3,910.0 $203K 0.07% NEW $51.88 +11.2%
123 COPX GLOBAL X FDS 2,600.0 $200K 0.07% NEW $76.97 +15.9%
124 QS QUANTUMSCAPE CORP Consumer Cyclical 15,967.0 $121K 0.04% +2K +13.6% $7.56 -28.0%
125 MIST MILESTONE PHARMACEUTICALS IN Healthcare 46,633.0 $62K 0.02% +17K +55.9% $1.34 -13.1%
126 BBAI BIGBEAR AI HLDGS INC Technology 11,701.0 $43K 0.01% +740.0 +6.8% $3.67 -20.1%
Page 7 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%