Bay-Rivers-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "STRL",
  "MHO",
  "ADBE",
  "RVT",
  "GOOGL",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "D",
  "POWL",
  null,
  null,
  "HD",
  null,
  "BKNG",
  "META",
  "LRCX",
  null,
  "MSFT",
  "GE",
  "BX",
  "PANW",
  "PEP",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  null,
  "AMGN",
  null,
  "NOW",
  "O",
  "RTX",
  "BP",
  "TDG",
  "TWLO",
  "VNQ",
  "VCIT",
  "TOWN",
  "VIG",
  "MOD",
  null,
  "TSM",
  null,
  "VYM",
  "AFL",
  "AMD",
  "AMZN",
  null,
  "VUG",
  "BND",
  "VBR",
  "VOO",
  "WMT",
  "MKL",
  "CRM",
  "DIA",
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "COST",
  "USMV",
  "QQQ",
  "EPD",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 81
Total Value: 190735122
Accession Number: 0001667731-25-000410
Form Type: 13F-HR
CIK: bay-rivers-group
Manager Name: Bay-Rivers-Group

Data Enrichment

85% identified

69 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $190.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y209

Shares:24.5K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$190.7M)

NETFLIX INC

NFLX|64110L106

Shares:3.7K

Value:$3.4M

% of Portfolio:1.8% ($3.4M/$190.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:6.3K

Value:$3.3M

% of Portfolio:1.7% ($3.3M/$190.7M)

092528603

Shares:56.6K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$190.7M)

AMGEN INC

AMGN|031162100

Shares:9.4K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$190.7M)

81369Y605

Shares:56.3K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$190.7M)

Salesforce, Inc.

CRM|79466L302

Shares:10.0K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$190.7M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:26.0K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$190.7M)

HOME DEPOT, INC.

HD|437076102

Shares:7.0K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$190.7M)

Blackstone Inc.

BX|09260D107

Shares:17.9K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$190.7M)

922908553

VNQ|922908553

Shares:27.0K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$190.7M)

ServiceNow, Inc.

NOW|81762P102

Shares:2.9K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$190.7M)

LAM RESEARCH CORP

LRCX|512807306

Shares:22.3K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$190.7M)

922908769

VTI|922908769

Shares:5.7K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$190.7M)

DOMINION ENERGY, INC

D|25746U109

Shares:28.0K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$190.7M)

CELESTICA INC

CLS|15101Q207

Shares:19.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$190.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.1K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$190.7M)

REALTY INCOME CORP

O|756109104

Shares:22.2K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$190.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:15.1K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$190.7M)

BOEING CO

BA|097023105

Shares:7.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$190.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y209)✕	24.5K	QoQ -2.13% (-535) YoY +1.11% (-271)	All Managers (Combined)	$3.6M	1.9% ($3.6M/$190.7M)	QoQ +3.87% (-$133.5K) YoY -0.05% (-$2.1K)
NETFLIX INC(NFLXcusip64110L106)	3.7K	QoQ +3.03% (+108) YoY +4.86% (+170)	All Managers (Combined)	$3.4M	1.8% ($3.4M/$190.7M)	QoQ +7.79% (+$247.4K) YoY +61.01% (+$1.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	6.3K	QoQ -4.85% (-321) YoY -1.11% (-71)	All Managers (Combined)	$3.3M	1.7% ($3.3M/$190.7M)	QoQ -1.49% (-$49.9K) YoY +4.69% (-$147.6K)
(cusip092528603)✕	56.6K	QoQ NEW(+56.6K) YoY NEW(+56.6K)	All Managers (Combined)	$3.0M	1.6% ($3.0M/$190.7M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
AMGEN INC(AMGNcusip031162100)	9.4K	QoQ -1.93% (-186) YoY -1.03% (-99)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$190.7M)	QoQ +17.21% (-$431.3K) YoY +8.43% (-$228.5K)
(cusip81369Y605)✕	56.3K	QoQ +21.79% (+10.1K) YoY -18.83% (-13.1K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$190.7M)	QoQ +25.53% (+$570.3K) YoY -4.01% (-$117.3K)
Salesforce, Inc.(CRMcusip79466L302)	10.0K	QoQ -1.35% (-137) YoY +34.27% (+2.6K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$190.7M)	QoQ -20.81% (-$706.1K) YoY +19.64% (+$441.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	26.0K	QoQ -1.25% (-331) YoY +13.31% (-3.1K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$190.7M)	QoQ -16.01% (-$509.9K) YoY -35.49% (-$1.5M)
HOME DEPOT, INC.(HDcusip437076102)	7.0K	QoQ +1.45% (-100) YoY -21.24% (-1.9K)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$190.7M)	QoQ -4.41% (-$118.2K) YoY -24.75% (-$842.2K)
Blackstone Inc.(BXcusip09260D107)	17.9K	QoQ -2.19% (-401) YoY -9.85% (-2.0K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$190.7M)	QoQ -20.70% (-$653.3K) YoY -4.08% (-$106.6K)
(VNQcusip922908553)	27.0K	QoQ +0.17% (+47) YoY NEW(+27.0K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$190.7M)	QoQ +1.81% (+$43.6K) YoY NEW(+$2.4M)
ServiceNow, Inc.(NOWcusip81762P102)	2.9K	QoQ +11.43% (-296) YoY +380.03% (+2.3K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$190.7M)	QoQ -16.31% (-$447.8K) YoY +401.27% (+$1.8M)
LAM RESEARCH CORP(LRCXcusip512807306)	22.3K	QoQ -0.78% (-176) YoY NEW(+22.3K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$190.7M)	QoQ -0.13% (-$2.2K) YoY NEW(+$1.6M)
(VTIcusip922908769)	5.7K	QoQ -9.05% (-568) YoY -9.60% (-606)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$190.7M)	QoQ -13.75% (-$250.0K) YoY -4.40% (-$72.3K)
DOMINION ENERGY, INC(Dcusip25746U109)	28.0K	QoQ -6.09% (-1.8K) YoY -5.91% (-1.8K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$190.7M)	QoQ -2.23% (-$35.9K) YoY +7.24% (-$105.9K)
CELESTICA INC(CLScusip15101Q207)	19.5K	QoQ +1.11% (-215) YoY NEW(+19.5K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$190.7M)	QoQ -13.66% (-$243.1K) YoY NEW(+$1.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.1K	QoQ +1.23% (+75) YoY +2.21% (+133)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$190.7M)	QoQ +3.59% (+$52.3K) YoY +25.18% (+$302.6K)
REALTY INCOME CORP(Ocusip756109104)	22.2K	QoQ +7.48% (+1.5K) YoY +0.25% (+57)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$190.7M)	QoQ +16.74% (+$184.6K) YoY +7.50% (+$89.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	15.1K	QoQ +136.37% (+8.7K) YoY NEW(+15.1K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$190.7M)	QoQ +163.78% (+$793.5K) YoY NEW(+$1.3M)
BOEING CO(BAcusip097023105)	7.2K	QoQ -3.38% (-251) YoY -11.58% (-939)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$190.7M)	QoQ -6.90% (-$90.6K) YoY -21.86% (-$342.0K)