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Portfolio (Quarterly) Guide ↗

David J Yvars Group

· CIK 0001836266
13F Portfolio $179M AUM 92 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 26 Added 32 Reduced 10 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EATON VANCE TAX-MANAGED GLOB 31,030.0 $272K 0.15% +617.0 +2.0% $8.78
22 VIRTUS ARTIFICIAL INTELLIGEN 12,383.0 $265K 0.15% +237.0 +1.9% $21.41
23 MU MICRON TECHNOLOGY INC Technology 755.0 $255K 0.14% +35.0 +4.9% $337.84 +165.2%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 1,637.0 $239K 0.13% +310.0 +23.4% $146.28 -6.6%
25 NOW SERVICENOW INC Technology 2,020.0 $211K 0.12% +100.0 +5.2% $104.55 -4.4%
26 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 11,244.0 $148K 0.08% +166.0 +1.5% $13.16 -1.3%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 35.0%
Communication Services 9.1%
Industrials 6.9%
Consumer Cyclical 2.7%
Utilities 2.5%
Energy 1.4%
Healthcare 1.2%
Consumer Defensive 0.9%