Bay Rivers Group

Q4 2025 13F-HR Holdings

Location
Williamsburg, VA
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$247,254
Net value change ($000)
+9,754 (4.1%)
New positions
8
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 1,964 31.0%
BINC 1,820 31.5%
AMD 1,491 35.5%
AAPL 1,424 8.7%
LRCX 1,206 40.1%
AVGO 1,163 7.6%
BE 678 NEW
SMH 554 9.1%
XLV 522 14.9%
AMGN 412 15.2%
Top Reduces (Value $000, Stocks/ETFs)
TLT -1,106 -15.6%
NFLX -1,069 -24.3%
NOW -502 -19.2%
VUG -479 -8.1%
META -442 -6.4%
HD -418 -14.1%
SPLV -361 -100.0%
BX -311 -9.8%
MOD -278 -31.2%
ORCL -278 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type