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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$4.9 Million 2.4% of portfolio
7,711
Q4 2025 Reduced 3.24%
$61.4B
$2.68 Million 1.31% of portfolio
13,043
Q4 2025 Reduced 3.41%
$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%
$20B
$1.38 Million 0.67% of portfolio
12,325
Q4 2025 Reduced 44.31%
$36B
$814,000 0.4% of portfolio
8,015
Q4 2025 Added 1.43%
$98.6B
$637,000 0.31% of portfolio
7,033
Q4 2025 Added 0.26%
$65.7B
$451,000 0.22% of portfolio
1,590
Q4 2021 Reduced 51.14%
$84.4B
$426,000 0.21% of portfolio
2,100
Q4 2025 Reduced 12.68%
$62.3B
$404,000 0.2% of portfolio
3,336
Q4 2024 Reduced 18.75%
$74.1B
$380,000 0.19% of portfolio
1,840
Q4 2025 Reduced 64.48%
$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%
$50.4B
$214,000 0.1% of portfolio
3,543
Q4 2025 Added 0.08%
$24.2B
$168,000 0.08% of portfolio
478
Q4 2025 New

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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