Bay Rivers Group

Q1 2026 13F-HR Holdings

Location
Williamsburg, VA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$240,048
Net value change ($000)
-7,206 (-2.9%)
New positions
15
Sold out positions
3
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BINC 3,118 41.1%
BA 952 58.3%
LRCX 903 21.4%
VRTX 893 NEW
COST 762 14.1%
GEV 742 NEW
STRL 650 42.6%
COWZ 518 NEW
DFTX 498 NEW
AEP 488 NEW
Top Reduces (Value $000, Stocks/ETFs)
TLT -5,979 -100.0%
AVGO -2,114 -12.8%
MSFT -1,726 -23.7%
NVDA -1,370 -8.2%
AAPL -1,342 -7.6%
PLTR -991 -20.1%
CRM -966 -38.7%
META -935 -14.6%
BX -919 -32.0%
NOW -870 -41.1%
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