Institutions / David J Yvars Group

David J Yvars Group

CIK 1836266 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$187.49M
Positions
90
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$40.89M59,69221.8%
Invesco Qqq Trโ€”$19.31M31,43110.3%
NVIDIA Corpโ€”$16.81M90,1339.0%
Microsoft Corpโ€”$12.29M25,4046.6%
iShares Trโ€”$8.99M136,1684.8%
iShares MSCI UAE ETFโ€”$7.14M86,5963.8%
iShares MSCI UAE ETFโ€”$6.57M59,6423.5%
Apple Inc.โ€”$5.88M21,6443.1%
SPDR Series Trustโ€”$5.46M61,2572.9%
Bank of America Corp /Deโ€”$4.61M83,8112.5%
Spotify Technology S aโ€”$4.48M7,7112.4%
Select Sector SPDR Trโ€”$4.09M28,4202.2%
iShares Trโ€”$2.99M37,0521.6%
iShares Trโ€”$2.45M20,3711.3%
Palo Alto Networks Incโ€”$2.40M13,0431.3%
Meta Platforms Incโ€”$2.06M3,1161.1%
Amazon.com Incโ€”$1.92M8,3101.0%
iShares Trโ€”$1.88M13,3181.0%
Alphabet Inc.โ€”$1.68M5,3700.9%
Netflix Incโ€”$1.40M14,8800.7%
Alphabet Inc.โ€”$1.39M4,4250.7%
BlackRock Science & Technology TrustBSTClosed-End Fund$1.28M31,6400.7%
Invesco Exchange Traded Fd Tโ€”$1.20M22,3100.6%
Vanguard Index Fdsโ€”$1.20M3,8010.6%
iShares Trโ€”$1.12M11,6150.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.