Stock Taper

BAY RIVERS GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Markel CorporationMKL200$390.6K
Micron Technology, Inc.MU330$380.92K
TransDigm Group IncorporatedTDG408$543.47K
Lockheed Martin CorporationLMT440$224.16K
Western Digital CorporationWDC448$286.15K
Lumentum Holdings Inc.LITE483$414.44K
Marriott International, Inc.MAR603$223.47K
Ciena CorporationCIEN661$324.26K
Coherent, Inc.COHR744$293.49K
Corning IncGLW799$204.09K
General Dynamics CorporationGD845$299.33K
GE Vernova Inc.GEV870$1.02M
Berkshire Hathaway Inc.BRK-B874$437.34K
Seagate Technology Holdings plcSTX879$848.24K
Vertiv Holdings CoVRT1.14K$380.36K
Lowe's Companies, Inc.LOW1.15K$254.44K
AbbVie Inc.ABBV1.21K$304.74K
Phillips 66PSX1.28K$216.72K
Twilio Inc.TWLO1.48K$305.78K
Palo Alto Networks, Inc.PANW1.7K$580.76K