David J Yvars Group
Net seller this quarter
$212M
81
-$6.16M
35.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $22.9M | 10.79% | Not reported | -0.9% | Q1 2023 |
 NVDA | $18M | 8.51% | 0.00% | +0.5% | Q4 2020 |
 IDEV | $7.65M | 3.61% | Not reported | +0.5% | Q2 2025 |
 AAPL | $6.33M | 2.99% | 0.00% | +0.8% | Q4 2020 |
 BAC | $4.79M | 2.26% | 0.00% | +0.3% | Q4 2020 |
 BE | $4.15M | 1.96% | 0.00% | 0.0% | Q3 2025 |
 PANW | $4.13M | 1.95% | 0.00% | -3.8% | Q1 2024 |
 SPOT | $2.89M | 1.36% | 0.00% | -11.2% | Q1 2023 |
 AVGO | $2.48M | 1.17% | 0.00% | +64.3% | Q3 2024 |
 GOOGL | $1.93M | 0.91% | 0.00% | +10.8% | Q4 2020 |
 AMZN | $1.73M | 0.82% | 0.00% | -6.0% | Q4 2020 |
| GOOG | $1.65M | 0.78% | Not reported | +1.4% | Q4 2020 |
 CAT | $1.45M | 0.68% | 0.00% | -1.2% | Q1 2021 |
 QTUM | $1.34M | 0.63% | Not reported | +91.6% | Q4 2023 |
 AIQ | $1.15M | 0.54% | 0.16% | -7.1% | Q1 2025 |
 BST | $1.12M | 0.53% | Not reported | -28.4% | Q3 2024 |
 LLY | $1.07M | 0.51% | 0.00% | Not reported | Q4 2021 |
| BDJ | $931K | 0.44% | Not reported | +0.9% | Q4 2020 |
 CSQ | $924K | 0.44% | Not reported | +4.2% | Q4 2020 |
 XOM | $922K | 0.44% | 0.00% | -6.4% | Q4 2020 |
 LRCX | $906K | 0.43% | 0.00% | New | Q2 2026 |
 ETY | $899K | 0.42% | Not reported | +28.6% | Q4 2020 |
 META | $888K | 0.42% | Not reported | -7.6% | Q4 2020 |
 ED | $869K | 0.41% | 0.00% | +0.1% | Q4 2020 |
 MU | $854K | 0.40% | 0.00% | -2.0% | Q4 2025 |
 HWM | $834K | 0.39% | 0.00% | -10.9% | Q2 2025 |
 GE | $766K | 0.36% | 0.00% | -33.1% | Q2 2025 |
 TSM | $762K | 0.36% | 0.00% | +7.6% | Q4 2024 |
 AEIS | $748K | 0.35% | 0.01% | Not reported | Q4 2020 |
 WMT | $745K | 0.35% | 0.00% | +0.2% | Q4 2020 |
| NIE | $690K | 0.33% | Not reported | +24.4% | Q2 2025 |
 STK | $660K | 0.31% | Not reported | -34.1% | Q3 2024 |
 SO | $654K | 0.31% | 0.00% | -1.5% | Q4 2020 |
| EOI | $652K | 0.31% | Not reported | +54.4% | Q4 2025 |
 AMD | $606K | 0.29% | 0.00% | -13.7% | Q4 2020 |
| EXG | $535K | 0.25% | Not reported | -12.5% | Q4 2020 |
 RVT | $518K | 0.24% | Not reported | Not reported | Q4 2020 |
 NSC | $500K | 0.24% | 0.00% | Not reported | Q4 2020 |
 TSLA | $479K | 0.23% | 0.00% | Not reported | Q4 2020 |
 FIX | $476K | 0.22% | 0.00% | +41.2% | Q2 2024 |
 GBAB | $466K | 0.22% | Not reported | -1.0% | Q4 2020 |
 AMAT | $463K | 0.22% | 0.00% | -1.5% | Q1 2026 |
 AEP | $456K | 0.22% | 0.00% | Not reported | Q4 2020 |
| CII | $452K | 0.21% | Not reported | +0.9% | Q4 2020 |
 NFLX | $419K | 0.20% | 0.00% | Not reported | Q4 2020 |
 NVG | $410K | 0.19% | Not reported | +97.2% | Q1 2026 |
 MRVL | $407K | 0.19% | 0.00% | New | Q2 2026 |
| ETW | $403K | 0.19% | Not reported | +34.8% | Q2 2025 |
 FTNT | $389K | 0.18% | 0.00% | Not reported | Q4 2021 |
 HD | $365K | 0.17% | 0.00% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| QQQ | $18.1M | 10.10% | Not reported | -0.4% | Q1 2023 |
| NVDA | $15.6M | 8.73% | 0.00% | -0.5% | Q4 2020 |
 MSFT | $9.5M | 5.31% | 0.00% | +1.0% | Q4 2020 |
| IDEV | $7.14M | 3.99% | Not reported | -1.3% | Q2 2025 |
| AAPL | $5.51M | 3.08% | 0.00% | +0.3% | Q4 2020 |
| BAC | $4.09M | 2.28% | 0.00% | 0.0% | Q4 2020 |
| SPOT | $3.43M | 1.92% | 0.00% | -8.2% | Q1 2023 |
| PANW | $2.02M | 1.13% | 0.00% | -3.6% | Q1 2024 |
| BE | $1.85M | 1.04% | 0.00% | +11.2% | Q3 2025 |
| AMZN | $1.61M | 0.90% | 0.00% | -7.0% | Q4 2020 |
| GOOGL | $1.4M | 0.78% | 0.00% | -9.1% | Q4 2020 |
| GOOG | $1.32M | 0.74% | Not reported | +3.9% | Q4 2020 |
| AVGO | $1.24M | 0.69% | 0.00% | Not reported | Q3 2024 |
| XOM | $1.22M | 0.68% | 0.00% | -1.2% | Q4 2020 |
| SHLD | $1.15M | 0.64% | 0.01% | +134.3% | Q2 2025 |
| BST | $1.12M | 0.63% | Not reported | -1.6% | Q3 2024 |
| META | $976K | 0.55% | Not reported | -45.3% | Q4 2020 |
| CAT | $975K | 0.55% | 0.00% | +3.8% | Q1 2021 |
| ED | $887K | 0.50% | 0.00% | -2.2% | Q4 2020 |
| AIQ | $876K | 0.49% | 0.17% | 0.0% | Q1 2025 |
| GE | $869K | 0.49% | 0.00% | +30.7% | Q2 2025 |
| BDJ | $826K | 0.46% | Not reported | +0.9% | Q4 2020 |
| LLY | $821K | 0.46% | 0.00% | +0.1% | Q4 2021 |
| WMT | $816K | 0.46% | 0.00% | -1.2% | Q4 2020 |
| HWM | $802K | 0.45% | 0.00% | +65.7% | Q2 2025 |
| CSQ | $730K | 0.41% | Not reported | +36.1% | Q4 2020 |
| STK | $705K | 0.39% | Not reported | +4.4% | Q3 2024 |
| SO | $669K | 0.37% | 0.00% | -1.4% | Q4 2020 |
| ETY | $654K | 0.37% | Not reported | +11.1% | Q4 2020 |
| AEIS | $647K | 0.36% | 0.01% | Not reported | Q4 2020 |
| NFLX | $564K | 0.32% | 0.00% | -60.6% | Q4 2020 |
| EXG | $533K | 0.30% | Not reported | +0.6% | Q4 2020 |
| TSM | $501K | 0.28% | 0.00% | +7.2% | Q4 2024 |
| NIE | $482K | 0.27% | Not reported | -2.3% | Q2 2025 |
| GBAB | $466K | 0.26% | Not reported | -1.7% | Q4 2020 |
| RVT | $458K | 0.26% | Not reported | Not reported | Q4 2020 |
| NSC | $456K | 0.26% | 0.00% | Not reported | Q4 2020 |
| QTUM | $453K | 0.25% | Not reported | +13.0% | Q4 2023 |
| AEP | $437K | 0.24% | 0.00% | Not reported | Q4 2020 |
| TSLA | $423K | 0.24% | 0.00% | +9.6% | Q4 2020 |
| EOI | $404K | 0.23% | Not reported | +1.8% | Q4 2025 |
 GLD | $361K | 0.20% | 0.00% | -9.2% | Q4 2024 |
| CII | $360K | 0.20% | Not reported | -1.4% | Q4 2020 |
 T | $353K | 0.20% | 0.00% | -10.7% | Q4 2020 |
| HD | $341K | 0.19% | 0.00% | +0.1% | Q1 2021 |
| SLV | $332K | 0.19% | 0.00% | -17.1% | Q3 2025 |
| ETJ | $329K | 0.18% | Not reported | -4.0% | Q1 2023 |
| NZF | $327K | 0.18% | Not reported | New | Q1 2026 |
| ETW | $272K | 0.15% | Not reported | +2.0% | Q2 2025 |
 AIO | $265K | 0.15% | Not reported | +2.0% | Q3 2024 |
| Q4 2025 | |||||
| QQQ | $19.3M | 10.28% | Not reported | +10.6% | Q1 2023 |
| NVDA | $16.8M | 8.95% | 0.00% | +1.2% | Q4 2020 |
| MSFT | $12.3M | 6.54% | 0.00% | +0.1% | Q4 2020 |
| IDEV | $7.14M | 3.80% | Not reported | +6.3% | Q2 2025 |
| AAPL | $5.88M | 3.13% | 0.00% | +0.2% | Q4 2020 |
| BAC | $4.61M | 2.45% | 0.00% | -1.4% | Q4 2020 |
| SPOT | $4.48M | 2.38% | 0.00% | -3.2% | Q1 2023 |
| PANW | $2.4M | 1.28% | 0.00% | -3.4% | Q1 2024 |
| META | $2.06M | 1.09% | Not reported | -38.3% | Q4 2020 |
| AMZN | $1.92M | 1.02% | 0.00% | -6.1% | Q4 2020 |
| GOOGL | $1.68M | 0.89% | 0.00% | +6.3% | Q4 2020 |
| NFLX | $1.4M | 0.74% | 0.00% | -50.1% | Q4 2020 |
| GOOG | $1.39M | 0.74% | Not reported | +1.7% | Q4 2020 |
| BST | $1.28M | 0.68% | Not reported | +2.9% | Q3 2024 |
| BE | $1.07M | 0.57% | 0.01% | -44.3% | Q3 2025 |
| LLY | $959K | 0.51% | 0.00% | +1.4% | Q4 2021 |
| AIQ | $956K | 0.51% | 0.17% | -14.7% | Q1 2025 |
| BDJ | $904K | 0.48% | Not reported | +1.4% | Q4 2020 |
| XOM | $877K | 0.47% | 0.00% | +30.6% | Q4 2020 |
| ED | $796K | 0.42% | 0.00% | +1.4% | Q4 2020 |
| CAT | $760K | 0.40% | 0.00% | +3.8% | Q1 2021 |
| WMT | $741K | 0.39% | 0.00% | Not reported | Q4 2020 |
| GE | $722K | 0.38% | 0.00% | -8.9% | Q2 2025 |
| ETY | $669K | 0.36% | Not reported | +8.6% | Q4 2020 |
| STK | $655K | 0.35% | Not reported | +28.1% | Q3 2024 |
| CSQ | $616K | 0.33% | Not reported | +11.7% | Q4 2020 |
| SO | $613K | 0.33% | 0.00% | +0.3% | Q4 2020 |
| EXG | $594K | 0.32% | Not reported | +13.1% | Q4 2020 |
| NIE | $527K | 0.28% | Not reported | +20.6% | Q2 2025 |
| GBAB | $497K | 0.26% | Not reported | +0.3% | Q4 2020 |
| TSLA | $467K | 0.25% | 0.00% | -0.2% | Q4 2020 |
| NSC | $459K | 0.24% | 0.00% | Not reported | Q4 2020 |
| RVT | $454K | 0.24% | Not reported | Not reported | Q4 2020 |
| SHLD | $447K | 0.24% | 0.01% | -32.7% | Q2 2025 |
 CRM | $446K | 0.24% | 0.00% | +7.7% | Q4 2020 |
| EOI | $434K | 0.23% | Not reported | New | Q4 2025 |
| HWM | $431K | 0.23% | 0.00% | -12.7% | Q2 2025 |
| TSM | $420K | 0.22% | 0.00% | -14.8% | Q4 2024 |
| AEIS | $420K | 0.22% | 0.01% | Not reported | Q4 2020 |
 DASH | $417K | 0.22% | Not reported | -64.5% | Q4 2024 |
| QTUM | $410K | 0.22% | Not reported | -0.1% | Q4 2023 |
| CII | $406K | 0.22% | Not reported | +0.8% | Q4 2020 |
| AEP | $385K | 0.20% | 0.00% | Not reported | Q4 2020 |
| SLV | $378K | 0.20% | 0.00% | +11.8% | Q3 2025 |
| ETJ | $370K | 0.20% | Not reported | +8.7% | Q1 2023 |
| GLD | $367K | 0.20% | 0.00% | Not reported | Q4 2024 |
| HD | $356K | 0.19% | 0.00% | +5.1% | Q1 2021 |
 SOFI | $348K | 0.19% | 0.00% | +12.5% | Q3 2025 |
| T | $338K | 0.18% | 0.00% | -2.0% | Q4 2020 |
 NOW | $294K | 0.16% | 0.00% | -11.7% | Q4 2020 |
| Q3 2025 | |||||
| QQQ | $17.1M | 9.14% | Not reported | -0.2% | Q1 2023 |
| NVDA | $16.6M | 8.90% | 0.00% | -4.5% | Q4 2020 |
| MSFT | $13.1M | 7.04% | 0.00% | -0.2% | Q4 2020 |
| IDEV | $6.53M | 3.50% | Not reported | -2.4% | Q2 2025 |
| SPOT | $5.56M | 2.98% | 0.00% | -2.4% | Q1 2023 |
| AAPL | $5.5M | 2.95% | 0.00% | -0.1% | Q4 2020 |
| BAC | $4.38M | 2.35% | 0.00% | Not reported | Q4 2020 |
| META | $3.71M | 1.99% | Not reported | +15.5% | Q4 2020 |
| NFLX | $3.58M | 1.92% | 0.00% | +4.5% | Q4 2020 |
| PANW | $2.75M | 1.47% | 0.00% | -13.5% | Q1 2024 |
| AMZN | $1.94M | 1.04% | 0.00% | +8.4% | Q4 2020 |
| BE | $1.87M | 1.00% | 0.01% | New | Q3 2025 |
| DASH | $1.41M | 0.75% | Not reported | +5.7% | Q4 2024 |
| BST | $1.27M | 0.68% | Not reported | +9.6% | Q3 2024 |
| GOOGL | $1.23M | 0.66% | 0.00% | +5.2% | Q4 2020 |
| AIQ | $1.09M | 0.58% | 0.20% | +5.5% | Q1 2025 |
| GOOG | $1.06M | 0.57% | Not reported | +3.3% | Q4 2020 |
 WLDN | $862K | 0.46% | 0.06% | New | Q3 2025 |
| BDJ | $858K | 0.46% | Not reported | +0.9% | Q4 2020 |
| ED | $794K | 0.43% | 0.00% | +0.2% | Q4 2020 |
| GE | $774K | 0.41% | 0.00% | +80.8% | Q2 2025 |
| SHLD | $721K | 0.39% | 0.01% | +59.2% | Q2 2025 |
| WMT | $685K | 0.37% | 0.00% | +0.1% | Q4 2020 |
| LLY | $672K | 0.36% | 0.00% | Not reported | Q4 2021 |
| SO | $665K | 0.36% | 0.00% | -3.1% | Q4 2020 |
 PRIM | $648K | 0.35% | 0.01% | New | Q3 2025 |
| ETY | $636K | 0.34% | Not reported | -1.5% | Q4 2020 |
| XOM | $630K | 0.34% | 0.00% | -0.6% | Q4 2020 |
| CAT | $610K | 0.33% | 0.00% | Not reported | Q1 2021 |
| CSQ | $549K | 0.29% | Not reported | +5.2% | Q4 2020 |
| GBAB | $515K | 0.28% | Not reported | -1.8% | Q4 2020 |
| EXG | $501K | 0.27% | Not reported | -0.3% | Q4 2020 |
| STK | $491K | 0.26% | Not reported | +11.5% | Q3 2024 |
| NSC | $478K | 0.26% | 0.00% | Not reported | Q4 2020 |
| HWM | $472K | 0.25% | 0.00% | -23.8% | Q2 2025 |
| TSLA | $463K | 0.25% | 0.00% | -9.4% | Q4 2020 |
| TSM | $453K | 0.24% | 0.00% | +11.6% | Q4 2024 |
| RVT | $453K | 0.24% | Not reported | -4.6% | Q4 2020 |
| NIE | $440K | 0.24% | Not reported | +90.9% | Q2 2025 |
 ANET | $401K | 0.21% | 0.00% | Not reported | Q2 2024 |
| NOW | $400K | 0.21% | 0.00% | Not reported | Q4 2020 |
| HD | $399K | 0.21% | 0.00% | Not reported | Q1 2021 |
| CII | $396K | 0.21% | Not reported | -11.8% | Q4 2020 |
| QTUM | $392K | 0.21% | Not reported | -0.1% | Q4 2023 |
| T | $392K | 0.21% | 0.00% | +0.1% | Q4 2020 |
| NRK | $378K | 0.20% | Not reported | +0.1% | Q4 2020 |
| AEP | $375K | 0.20% | 0.00% | Not reported | Q4 2020 |
| CRM | $371K | 0.20% | 0.00% | -62.4% | Q4 2020 |
| ETJ | $347K | 0.19% | Not reported | +16.3% | Q1 2023 |
| AEIS | $341K | 0.18% | 0.01% | Not reported | Q4 2020 |