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 $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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.9M | 21.75% | 59,583 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $18.1M | 10.10% | 31,313 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $15.6M | 8.73% | 89,708 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $9.5M | 5.31% | 25,659 | Trimmed |
| 5 | IJH | ISHARES TR | $9.2M | 5.15% | 136,518 | Added |
| 6 | IDEV | ISHARES TR | $7.1M | 3.99% | 85,465 | Trimmed |
| 7 | LQD | ISHARES TR | $6.7M | 3.76% | 61,780 | Added |
| 8 | CWB | SPDR SERIES TRUST | $5.7M | 3.20% | 62,571 | Added |
| 9 | AAPL | APPLE INC | $5.5M | 3.08% | 21,713 | Added |
| 10 | BAC | BANK AMERICA CORP | $4.1M | 2.28% | 83,813 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $3.8M | 2.12% | 28,495 | Added |
| 12 | SPOT | SPOTIFY TECHNOLOGY S A | $3.4M | 1.92% | 7,077 | Trimmed |
| 13 | HYG | ISHARES TR | $3.0M | 1.69% | 37,923 | Added |
| 14 | IJR | ISHARES TR | $2.5M | 1.41% | 20,328 | Trimmed |
| 15 | DVY | ISHARES TR | $2.1M | 1.16% | 13,692 | Added |
| 16 | PANW | PALO ALTO NETWORKS INC | $2.0M | 1.13% | 12,572 | Trimmed |
| 17 | BE | BLOOM ENERGY CORP | $1.9M | 1.04% | 13,703 | Added |
| 18 | AMZN | AMAZON COM INC | $1.6M | 0.90% | 7,726 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.4M | 0.78% | 4,884 | Trimmed |
| 20 | GOOG | ALPHABET INC | $1.3M | 0.74% | 4,596 | Added |
| 21 | AVGO | BROADCOM INC | $1.2M | 0.69% | 3,992 | New |
| 22 | XOM | EXXON MOBIL CORP | $1.2M | 0.68% | 7,202 | Trimmed |
| 23 | VV | VANGUARD INDEX FDS | $1.1M | 0.64% | 3,802 | Added |
| 24 | SHLD | GLOBAL X FDS | $1.1M | 0.64% | 16,175 | Added |
| 25 | BST | BLACKROCK SCIENCE & TECHNOLO | $1.1M | 0.63% | 31,142 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31