Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

David J Yvars Group (CIK 1836266) reported $178.9M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($38.9M, 21.75%), QQQ ($18.1M, 10.10%), NVDA ($15.6M, 8.73%), MSFT ($9.5M, 5.31%), IJH ($9.2M, 5.15%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$38.9M21.75%59,583Trimmed
2QQQINVESCO QQQ TR$18.1M10.10%31,313Trimmed
3NVDANVIDIA CORPORATION$15.6M8.73%89,708Trimmed
4MSFTMICROSOFT CORP$9.5M5.31%25,659Trimmed
5IJHISHARES TR$9.2M5.15%136,518Added
6IDEVISHARES TR$7.1M3.99%85,465Trimmed
7LQDISHARES TR$6.7M3.76%61,780Added
8CWBSPDR SERIES TRUST$5.7M3.20%62,571Added
9AAPLAPPLE INC$5.5M3.08%21,713Added
10BACBANK AMERICA CORP$4.1M2.28%83,813Added
11XLKSELECT SECTOR SPDR TR$3.8M2.12%28,495Added
12SPOTSPOTIFY TECHNOLOGY S A$3.4M1.92%7,077Trimmed
13HYGISHARES TR$3.0M1.69%37,923Added
14IJRISHARES TR$2.5M1.41%20,328Trimmed
15DVYISHARES TR$2.1M1.16%13,692Added
16PANWPALO ALTO NETWORKS INC$2.0M1.13%12,572Trimmed
17BEBLOOM ENERGY CORP$1.9M1.04%13,703Added
18AMZNAMAZON COM INC$1.6M0.90%7,726Trimmed
19GOOGLALPHABET INC$1.4M0.78%4,884Trimmed
20GOOGALPHABET INC$1.3M0.74%4,596Added
21AVGOBROADCOM INC$1.2M0.69%3,992New
22XOMEXXON MOBIL CORP$1.2M0.68%7,202Trimmed
23VVVANGUARD INDEX FDS$1.1M0.64%3,802Added
24SHLDGLOBAL X FDS$1.1M0.64%16,175Added
25BSTBLACKROCK SCIENCE & TECHNOLO$1.1M0.63%31,142Trimmed

Source: SEC Form 13F filings · as of 2026-03-31