David J Yvars Group Portfolio Holdings

David J Yvars Group

  • $204 Million
  • Q4 2025

David J Yvars Group has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $204 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.3M, Invesco Qqq Trust, Series 1 with a value of $19M, Nvidia Corp with a value of $16.8M, Microsoft Corp with a value of $12.9M, and Ishares Core S&P Mid Cap ETF with a value of $8.74M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $185M to 204M.

Below you can find more details about David J Yvars Group portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
ETFs: $118 Million
Technology: $48.1 Million
Financial Services: $14.1 Million
Communication Services: $11.9 Million
Industrials: $4.32 Million
Consumer Cyclical: $2.74 Million
Utilities: $2.07 Million
Healthcare: $1.19 Million
Other: $1.82 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$16.8 Million 8.23% of portfolio
90,133
Q4 2025 Added 1.19%
$3.78T
$12.9 Million 6.31% of portfolio
25,404
Q4 2025 Added 0.07%
$4.3T
$5.79 Million 2.83% of portfolio
21,644
Q4 2025 Added 0.19%
$123B
$4.9 Million 2.4% of portfolio
7,711
Q4 2025 Reduced 3.24%
$413B
$4.31 Million 2.11% of portfolio
83,811
Q4 2025 Reduced 1.38%
$61.4B
$2.68 Million 1.31% of portfolio
13,043
Q4 2025 Reduced 3.41%
$2.39T
$1.95 Million 0.95% of portfolio
8,310
Q4 2025 Reduced 6.11%
$1.37T
$1.9 Million 0.93% of portfolio
3,116
Q4 2025 Reduced 38.33%
$49.1B
$1.64 Million 0.8% of portfolio
14,880
Q4 2025 Added 398.66%
$169B
$1.6 Million 0.78% of portfolio
1,920
Q4 2025 Added 341.38%
$1.65T
$1.48 Million 0.73% of portfolio
5,370
Q4 2025 Added 6.32%
$20B
$1.38 Million 0.67% of portfolio
12,325
Q4 2025 Reduced 44.31%
$0
$1.26 Million 0.62% of portfolio
31,640
Q4 2025 Added 2.92%
$1.74T
$1.26 Million 0.62% of portfolio
4,425
Q4 2025 Added 1.7%
$971B
$911,000 0.45% of portfolio
892
Q4 2025 Added 1.36%
$490B
$857,000 0.42% of portfolio
7,290
Q4 2025 Added 30.55%
$36B
$814,000 0.4% of portfolio
8,015
Q4 2025 Added 1.43%
$291B
$732,000 0.36% of portfolio
1,327
Q4 2025 Added 3.83%
$328B
$703,000 0.34% of portfolio
2,343
Q4 2025 Reduced 8.94%
$0
$670,000 0.33% of portfolio
43,465
Q4 2025 Added 8.6%
$279B
$684,000 0.33% of portfolio
6,647
Q3 2025 Added 0.08%
$0
$658,000 0.32% of portfolio
17,800
Q4 2025 Added 28.1%
$98.6B
$637,000 0.31% of portfolio
7,033
Q4 2025 Added 0.26%
$0
$591,000 0.29% of portfolio
31,874
Q4 2025 Added 11.67%
$0
$566,000 0.28% of portfolio
62,561
Q4 2025 Added 13.11%
$0
$532,000 0.26% of portfolio
21,136
Q4 2025 Added 20.63%
$0
$513,000 0.25% of portfolio
33,188
Q4 2025 Added 0.29%
$65.7B
$451,000 0.22% of portfolio
1,590
Q4 2021 Reduced 51.14%
$0
$436,000 0.21% of portfolio
28,164
Q3 2025 Reduced 4.57%
$1.29T
$424,000 0.21% of portfolio
1,038
Q4 2025 Reduced 0.19%
$84.4B
$426,000 0.21% of portfolio
2,100
Q4 2025 Reduced 12.68%
$0
$422,000 0.21% of portfolio
21,128
Q4 2025 New
$237B
$399,000 0.2% of portfolio
1,685
Q4 2025 Added 7.67%
$0
$409,000 0.2% of portfolio
17,353
Q4 2025 Added 0.75%
$62.3B
$404,000 0.2% of portfolio
3,336
Q4 2024 Reduced 18.75%
$7.56B
$405,000 0.2% of portfolio
2,005
Q2 2025 New
$74.1B
$380,000 0.19% of portfolio
1,840
Q4 2025 Reduced 64.48%
$1.46T
$390,000 0.19% of portfolio
1,383
Q4 2025 Reduced 14.79%
$367B
$370,000 0.18% of portfolio
1,035
Q4 2025 Added 5.08%
$0
$367,000 0.18% of portfolio
41,930
Q4 2025 Added 8.7%
$22.2B
$370,000 0.18% of portfolio
13,300
Q4 2025 Added 12.52%
$181B
$346,000 0.17% of portfolio
13,616
Q4 2025 Reduced 1.99%
$0
$279,000 0.14% of portfolio
12,146
Q4 2025 Added 1.45%
$0
$280,000 0.14% of portfolio
21,693
Q4 2025 Reduced 4.29%
$0
$272,000 0.13% of portfolio
30,413
Q4 2025 Added 26.54%
$0
$244,000 0.12% of portfolio
35,300
Q4 2025 New
$881B
$230,000 0.11% of portfolio
768
Q2 2025 New
$522B
$218,000 0.11% of portfolio
1,097
Q4 2025 Reduced 0.9%
$255B
$223,000 0.11% of portfolio
655
Q4 2025 Reduced 15.48%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $204 Million
  • Prior Value $185 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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