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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TLT	ISHARES TR	—	68,596	$6.0M	2.42%	SOLD
2	RDDT	REDDIT INC	Communication Services	1,187	$273K	0.11%	SOLD
3	—	MIND MEDICINE MINDMED INC	—	16,001	$214K	0.09%	SOLD

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%