Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
David J Yvars Group (CIK 1836266) reported $211.9M across 105 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($44.2M, 20.87%), QQQ ($22.9M, 10.79%), NVDA ($18.0M, 8.51%), IJH ($10.6M, 5.01%), MSFT ($8.6M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $44.2M | 20.87% | 59,043 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $22.9M | 10.79% | 31,042 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $18.0M | 8.51% | 90,175 | Added |
| 4 | IJH | ISHARES TR | $10.6M | 5.01% | 137,771 | Added |
| 5 | MSFT | MICROSOFT CORP | $8.6M | 4.04% | 22,938 | Trimmed |
| 6 | IDEV | ISHARES TR | $7.6M | 3.61% | 85,913 | Added |
| 7 | CWB | SPDR SERIES TRUST | $7.0M | 3.31% | 65,077 | Added |
| 8 | LQD | ISHARES TR | $6.7M | 3.15% | 61,166 | Trimmed |
| 9 | AAPL | APPLE INC | $6.3M | 2.99% | 21,889 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $5.4M | 2.56% | 28,492 | Trimmed |
| 11 | BAC | BANK OF AMER CORP | $4.8M | 2.26% | 84,060 | Added |
| 12 | BE | BLOOM ENERGY CORP | $4.1M | 1.96% | 13,708 | Added |
| 13 | PANW | PALO ALTO NETWORKS INC | $4.1M | 1.95% | 12,100 | Trimmed |
| 14 | IJR | ISHARES TR | $3.2M | 1.50% | 21,393 | Added |
| 15 | HYG | ISHARES TR | $2.9M | 1.39% | 36,873 | Trimmed |
| 16 | SPOT | SPOTIFY TECHNOLOGY S A | $2.9M | 1.36% | 6,284 | Trimmed |
| 17 | AVGO | BROADCOM INC | $2.5M | 1.17% | 6,560 | Added |
| 18 | DVY | ISHARES TR | $2.3M | 1.07% | 14,515 | Added |
| 19 | GOOGL | ALPHABET INC | $1.9M | 0.91% | 5,410 | Added |
| 20 | AMZN | AMAZON COM INC | $1.7M | 0.82% | 7,266 | Trimmed |
| 21 | GOOG | ALPHABET INC | $1.6M | 0.78% | 4,661 | Added |
| 22 | CAT | CATERPILLAR INC | $1.4M | 0.68% | 1,361 | Trimmed |
| 23 | QTUM | ETF SER SOLUTIONS | $1.3M | 0.63% | 8,098 | Added |
| 24 | VV | VANGUARD INDEX FDS | $1.3M | 0.62% | 3,844 | Added |
| 25 | AIQ | GLOBAL X FDS | $1.1M | 0.54% | 17,455 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30