Bay Rivers Group
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Bay Rivers Group
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AAPL | APPLE INC | 6.82% | 16.380 M $ | 64541 | 2019/12/31 | -1.178 M $ | -6.65 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 6.41% | 15.387 M $ | 88230 | 2020/09/30 | -1.087 M $ | -6.49 % |
| 2026/03/31 | AVGO | BROADCOM INC | 5.99% | 14.385 M $ | 46477 | 2019/12/31 | -1.744 M $ | -10.57 % |
| 2026/03/31 | BINC | BLACKROCK ETF TRUST II | 4.46% | 10.711 M $ | 206250 | 2025/03/31 | -120.873 K $ | -1.59 % |
| 2026/03/31 | USMV | ISHARES TR | 4.08% | 9.794 M $ | 105608 | 2019/12/31 | -146.424 K $ | -1.51 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 3.14% | 7.548 M $ | 26247 | 2019/12/31 | -674.948 K $ | -8.13 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 3.08% | 7.392 M $ | 12807 | 2019/12/31 | -454.137 K $ | -6.04 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 2.75% | 6.609 M $ | 30730 | 2019/12/31 | -142.742 K $ | -2.15 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 2.68% | 6.431 M $ | 9888 | 2019/12/31 | -306.673 K $ | -4.63 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 2.56% | 6.148 M $ | 6170 | 2020/06/30 | 837.526 K $ | 15.55 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 2.55% | 6.127 M $ | 15981 | 2019/12/31 | 427.283 K $ | 6.46 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 2.35% | 5.652 M $ | 12203 | 2019/12/31 | -210.471 K $ | -3.62 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.32% | 5.570 M $ | 15046 | 2019/12/31 | -1.711 M $ | -23.46 % |
| 2026/03/31 | META | META PLATFORMS INC | 2.29% | 5.485 M $ | 9587 | 2019/12/31 | -855.498 K $ | -13.32 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 2.24% | 5.368 M $ | 72893 | 2023/12/31 | -30.296 K $ | -0.58 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 2.19% | 5.267 M $ | 24243 | 2020/12/31 | 132.847 K $ | 2.58 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 2.15% | 5.152 M $ | 25326 | 2021/03/31 | -285.128 K $ | -5.01 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 2.13% | 5.117 M $ | 23948 | 2024/12/31 | 1.046 M $ | 24.82 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.11% | 5.073 M $ | 24360 | 2019/12/31 | -549.160 K $ | -9.77 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 2.10% | 5.036 M $ | 8166 | 2019/12/31 | 107.462 K $ | 2.23 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 2.09% | 5.006 M $ | 11462 | 2019/12/31 | -567.694 K $ | -10.47 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 1.96% | 4.698 M $ | 56772 | 2023/06/30 | -54.960 K $ | -1.19 % |
| 2026/03/31 | CLS | CELESTICA INC | 1.75% | 4.190 M $ | 14875 | 2024/06/30 | -199.435 K $ | -4.71 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 1.64% | 3.945 M $ | 26968 | 2024/09/30 | -873.921 K $ | -17.70 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 1.62% | 3.879 M $ | 26456 | 2019/12/31 | -212.636 K $ | -5.29 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 1.37% | 3.280 M $ | 34115 | 2020/06/30 | 85.112 K $ | 2.55 % |
| 2026/03/31 | AMGN | AMGEN INC | 1.26% | 3.028 M $ | 8607 | 2019/12/31 | 234.185 K $ | 7.50 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 1.13% | 2.713 M $ | 54958 | 2023/06/30 | -285.751 K $ | -9.86 % |
| 2026/03/31 | BA | BOEING CO | 1.08% | 2.586 M $ | 12994 | 2022/09/30 | -136.181 K $ | -8.33 % |
| 2026/03/31 | HD | HOME DEPOT INC | 1.02% | 2.450 M $ | 7449 | 2019/12/31 | -112.523 K $ | -4.42 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 0.96% | 2.296 M $ | 25885 | 2024/09/30 | 5.313 K $ | 0.24 % |
| 2026/03/31 | STRL | STERLING INFRASTRUCTURE INC | 0.91% | 2.176 M $ | 5343 | 2024/12/31 | 503.381 K $ | 32.99 % |
| 2026/03/31 | BX | BLACKSTONE INC | 0.81% | 1.954 M $ | 16990 | 2019/12/31 | -729.599 K $ | -25.40 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.81% | 1.933 M $ | 6024 | 2019/12/31 | -87.179 K $ | -4.31 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.74% | 1.777 M $ | 6041 | 2019/12/31 | -169.594 K $ | -8.71 % |
| 2026/03/31 | WMT | WALMART INC | 0.64% | 1.536 M $ | 12356 | 2025/03/31 | 158.983 K $ | 11.55 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.64% | 1.532 M $ | 8205 | 2019/12/31 | -737.803 K $ | -29.54 % |
| 2026/03/31 | TSLA | TESLA INC | 0.62% | 1.477 M $ | 3974 | 2020/06/30 | -286.383 K $ | -17.34 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.53% | 1.279 M $ | 2141 | 2020/06/30 | -58.450 K $ | -4.72 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.52% | 1.245 M $ | 11910 | 2023/06/30 | -671.475 K $ | -31.75 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.48% | 1.154 M $ | 20354 | 2023/12/31 | -9.151 K $ | -0.98 % |
| 2026/03/31 | BE | BLOOM ENERGY CORP | 0.46% | 1.104 M $ | 8145 | 2025/12/31 | 379.420 K $ | 55.93 % |
| 2026/03/31 | POWL | POWELL INDS INC | 0.45% | 1.083 M $ | 2002 | 2024/09/30 | -277.116 K $ | -43.42 % |
| 2026/03/31 | MOD | MODINE MFG CO | 0.39% | 940.088 K $ | 4338 | 2024/03/31 | 381.888 K $ | 62.32 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.38% | 922.517 K $ | 3774 | 2019/12/31 | 148.010 K $ | 18.12 % |
| 2026/03/31 | O | REALTY INCOME CORP | 0.38% | 906.535 K $ | 14818 | 2019/12/31 | 80.577 K $ | 8.53 % |
| 2026/03/31 | VRTX | VERTEX PHARMACEUTICALS INC | 0.37% | 893.080 K $ | 2000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | APP | APPLOVIN CORP | 0.36% | 874.804 K $ | 2198 | 2024/09/30 | -596.047 K $ | -40.93 % |
| 2026/03/31 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | 0.36% | 865.942 K $ | 27490 | 2024/12/31 | -10.869 K $ | -1.72 % |
| 2026/03/31 | RVT | ROYCE SMALL CAP TRUST INC | 0.36% | 853.658 K $ | 51425 | 2024/06/30 | 23.487 K $ | 3.11 % |
| 2026/03/31 | MTUM | ISHARES TR | 0.31% | 744.209 K $ | 3101 | 2025/06/30 | -22.714 K $ | -4.12 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.31% | 741.967 K $ | 850 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 0.30% | 731.013 K $ | 35922 | 2024/12/31 | -9.730 K $ | -1.69 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.30% | 721.185 K $ | 2134 | 2024/03/31 | 72.684 K $ | 11.21 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.28% | 682.305 K $ | 13996 | 2022/09/30 | -87.412 K $ | -11.36 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.28% | 680.507 K $ | 2398 | 2025/03/31 | -42.818 K $ | -7.88 % |
| 2026/03/31 | SHY | ISHARES TR | 0.26% | 632.254 K $ | 7657 | 2024/06/30 | -1.570 K $ | -0.30 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.26% | 625.068 K $ | 2179 | 2023/03/31 | -57.112 K $ | -8.59 % |
| 2026/03/31 | BP | BP PLC | 0.25% | 611.000 K $ | 13000 | 2019/12/31 | 159.510 K $ | 35.33 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.25% | 610.369 K $ | 3931 | 2019/12/31 | 55.283 K $ | 8.20 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.25% | 602.632 K $ | 3552 | 2022/12/31 | 180.116 K $ | 40.98 % |
| 2026/03/31 | TOWN | TOWNEBANK PORTSMOUTH VA | 0.25% | 590.098 K $ | 17526 | 2019/12/31 | 5.213 K $ | 0.90 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.24% | 587.684 K $ | 3968 | 2019/12/31 | 18.173 K $ | 3.19 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.24% | 572.879 K $ | 18673 | 2025/09/30 | 46.657 K $ | 11.85 % |
| 2026/03/31 | PSIX | POWER SOLUTIONS INTL INC | 0.23% | 559.244 K $ | 9186 | 2025/06/30 | 29.119 K $ | 6.55 % |
| 2026/03/31 | MHO | M/I HOMES INC | 0.22% | 533.270 K $ | 4355 | 2023/12/31 | -26.042 K $ | -4.30 % |
| 2026/03/31 | COWZ | PACER FDS TR | 0.22% | 518.310 K $ | 8285 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFTX | DEFINIUM THERAPEUTICS INC | 0.21% | 497.939 K $ | 26346 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | D | DOMINION ENERGY INC | 0.21% | 492.542 K $ | 7967 | 2019/12/31 | 26.360 K $ | 5.51 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.20% | 490.374 K $ | 3395 | 2019/12/31 | 4.013 K $ | 0.79 % |
| 2026/03/31 | AEP | AMERICAN ELEC PWR CO INC | 0.20% | 488.273 K $ | 3725 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VBIL | VANGUARD INSTL INDEX FD | 0.20% | 486.732 K $ | 6434 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.19% | 449.843 K $ | 2332 | 2024/03/31 | 27.854 K $ | 5.18 % |
| 2026/03/31 | TDG | TRANSDIGM GROUP INC | 0.18% | 438.087 K $ | 378 | 2023/12/31 | -66.305 K $ | -12.85 % |
| 2026/03/31 | MKL | MARKEL GROUP INC | 0.18% | 430.666 K $ | 225 | 2021/09/30 | -57.717 K $ | -10.96 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.17% | 418.821 K $ | 874 | 2021/09/30 | -20.495 K $ | -4.67 % |
| 2026/03/31 | IAUM | ISHARES GOLD TR | 0.16% | 391.159 K $ | 8376 | 2025/12/31 | 21.410 K $ | 8.63 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 0.16% | 383.139 K $ | 91 | 2024/03/31 | -456.448 K $ | -96.86 % |
| 2026/03/31 | IBB | ISHARES TR | 0.15% | 358.215 K $ | 2122 | 2019/12/31 | 169.000 $ | 0.05 % |
| 2026/03/31 | XLY | SELECT SECTOR SPDR TR | 0.14% | 340.147 K $ | 3121 | 2020/06/30 | -32.552 K $ | -8.73 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.14% | 331.874 K $ | 2533 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.13% | 319.284 K $ | 815 | 2025/12/31 | 90.303 K $ | 42.26 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.13% | 310.700 K $ | 1938 | 2024/03/31 | -46.279 K $ | -12.96 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.13% | 304.143 K $ | 1470 | 2024/06/30 | 82.824 K $ | 35.75 % |
| 2026/03/31 | TTMI | TTM TECHNOLOGIES INC | 0.12% | 297.423 K $ | 3053 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.12% | 295.618 K $ | 3810 | 2019/12/31 | 2.105 K $ | 0.73 % |
| 2026/03/31 | GD | GENERAL DYNAMICS CORP | 0.12% | 290.021 K $ | 845 | 2025/06/30 | 4.887 K $ | 1.95 % |
| 2026/03/31 | GCT | GIGACLOUD TECHNOLOGY INC | 0.11% | 273.959 K $ | 6037 | 2025/12/31 | 36.215 K $ | 15.53 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.11% | 272.667 K $ | 1154 | 2021/09/30 | -7.378 K $ | -2.02 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.11% | 265.932 K $ | 440 | 2025/12/31 | 53.116 K $ | 24.96 % |
| 2026/03/31 | EPD | ENTERPRISE PRODS PARTNERS L | 0.11% | 264.880 K $ | 7000 | 2024/06/30 | 40.460 K $ | 18.03 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.11% | 261.587 K $ | 1363 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.10% | 241.181 K $ | 2005 | 2025/12/31 | 33.141 K $ | 14.28 % |
| 2026/03/31 | JEPQ | J P MORGAN EXCHANGE TRADED F | 0.10% | 239.347 K $ | 4311 | 2025/03/31 | -10.194 K $ | -4.47 % |
| 2026/03/31 | HAS | HASBRO INC | 0.10% | 237.276 K $ | 2535 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AFL | AFLAC INC | 0.10% | 231.269 K $ | 2108 | 2024/06/30 | -1.650 K $ | -0.51 % |
| 2026/03/31 | IWF | ISHARES TR | 0.09% | 221.728 K $ | 520 | 2024/03/31 | -24.388 K $ | -9.91 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.09% | 213.177 K $ | 631 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TWLO | TWILIO INC | 0.09% | 212.762 K $ | 1691 | 2025/03/31 | -31.329 K $ | -11.54 % |
| 2026/03/31 | PWV | INVESCO EXCHANGE TRADED FD T | 0.09% | 209.130 K $ | 3000 | 2026/03/31 | 0.000 $ | 0.00 % |