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 (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$44.2M20.87%59,043Trimmed
2QQQINVESCO QQQ TR$22.9M10.79%31,042Trimmed
3NVDANVIDIA CORPORATION$18.0M8.51%90,175Added
4IJHISHARES TR$10.6M5.01%137,771Added
5MSFTMICROSOFT CORP$8.6M4.04%22,938Trimmed
6IDEVISHARES TR$7.6M3.61%85,913Added
7CWBSPDR SERIES TRUST$7.0M3.31%65,077Added
8LQDISHARES TR$6.7M3.15%61,166Trimmed
9AAPLAPPLE INC$6.3M2.99%21,889Added
10XLKSELECT SECTOR SPDR TR$5.4M2.56%28,492Trimmed
11BACBANK OF AMER CORP$4.8M2.26%84,060Added
12BEBLOOM ENERGY CORP$4.1M1.96%13,708Added
13PANWPALO ALTO NETWORKS INC$4.1M1.95%12,100Trimmed
14IJRISHARES TR$3.2M1.50%21,393Added
15HYGISHARES TR$2.9M1.39%36,873Trimmed
16SPOTSPOTIFY TECHNOLOGY S A$2.9M1.36%6,284Trimmed
17AVGOBROADCOM INC$2.5M1.17%6,560Added
18DVYISHARES TR$2.3M1.07%14,515Added
19GOOGLALPHABET INC$1.9M0.91%5,410Added
20AMZNAMAZON COM INC$1.7M0.82%7,266Trimmed
21GOOGALPHABET INC$1.6M0.78%4,661Added
22CATCATERPILLAR INC$1.4M0.68%1,361Trimmed
23QTUMETF SER SOLUTIONS$1.3M0.63%8,098Added
24VVVANGUARD INDEX FDS$1.3M0.62%3,844Added
25AIQGLOBAL X FDS$1.1M0.54%17,455Trimmed

Source: SEC Form 13F filings · as of 2026-06-30