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Alan Broderick

Bay Rivers Group

Assets Managed
$293.008M
Holdings
125
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
22.07%(2Q avg: 9.58%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bay Rivers Group's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Bay Rivers Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 293.008M in assets, with a quarterly growth rate of 22.07% and a 2-quarter average growth rate of 9.58%. The portfolio is managed by Alan Broderick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.13%
6.37%
$18.649M
64,451 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.1%
5.9%
$17.282M
86,369 shares@ $200.09 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.36%
5.85%
$17.141M
45,376 shares@ $377.75 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -6.17%
4.72%
$13.804M
23,763 shares@ $580.91 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 7.06%
3.95%
$11.556M
220,795 shares@ $52.35 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 1.77%
3.54%
$10.367M
107,471 shares@ $96.47 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -4.04%
3.4%
$9.957M
22,979 shares@ $433.33 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.7%
3.18%
$9.313M
26,061 shares@ $357.38 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -17.52%
2.96%
$8.645M
13,181 shares@ $655.9 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -9.33%
2.92%
$8.551M
11,612 shares@ $736.4 avg price

1-10 of 125