Bay Rivers Group

Q3 2025 13F-HR Holdings

Location
Williamsburg, VA
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
91
Total value ($000)
$237,500
Net value change ($000)
+18,887 (8.6%)
New positions
5
Sold out positions
4
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,125 23.7%
BINC 2,711 88.5%
NVDA 2,111 14.3%
GOOGL 1,732 37.6%
PLTR 1,258 32.9%
APP 841 98.0%
LRCX 827 37.9%
CLS 780 25.4%
VUG 573 10.8%
QQQ 560 8.4%
Top Reduces (Value $000, Stocks/ETFs)
UNH -1,822 -100.0%
CRM -411 -15.1%
BRK-B -399 -47.7%
NFLX -394 -8.2%
COST -348 -6.0%
AVGO -283 -1.8%
NOW -275 -9.5%
TWLO -237 -100.0%
XLI -227 -100.0%
META -122 -1.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type