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Portfolio (Quarterly) Guide ↗

Bay Rivers Group

· CIK 0001798924
13F Portfolio $240M AUM 109 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 42 Added 33 Reduced 3 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 42,271.0 $198K 0.08% +21K +97.9% $4.68 -1.3%
42 MIST MILESTONE PHARMACEUTICALS IN Healthcare 29,911.0 $36K 0.01% +1K +3.6% $1.19 +19.7%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Financial Services 18.9%
Communication Services 10.3%
Consumer Cyclical 6.9%
Industrials 6.0%
Consumer Defensive 5.3%
Healthcare 3.4%
Energy 1.1%
Utilities 1.0%
Real Estate 0.7%