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Portfolio (Quarterly) Guide ↗

David J Yvars Group

· CIK 0001836266
13F Portfolio $188M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 4,425.0 $1.4M 0.74% NEW $313.84 +22.6%
22 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 31,640.0 $1.3M 0.68% NEW $40.46 +18.2%
23 PNQI INVESCO EXCHANGE TRADED FD T 22,310.0 $1.2M 0.64% NEW $53.95 -11.0%
24 VV VANGUARD INDEX FDS 3,801.0 $1.2M 0.64% NEW $314.82 +9.7%
25 EFA ISHARES TR 11,615.0 $1.1M 0.59% NEW $96.03 +9.5%
26 BE BLOOM ENERGY CORP Industrials 12,325.0 $1.1M 0.57% NEW $86.89 +248.0%
27 LLY ELI LILLY & CO Healthcare 892.0 $959K 0.51% NEW $1075.17 -0.7%
28 AIQ GLOBAL X FDS 18,787.0 $956K 0.51% NEW $50.86 +28.2%
29 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 95,721.0 $904K 0.48% NEW $9.45 -2.5%
30 XOM EXXON MOBIL CORP Energy 7,290.0 $877K 0.47% NEW $120.34 +24.5%
31 XLU SELECT SECTOR SPDR TR 19,440.0 $833K 0.44% NEW $42.87 +5.7%
32 ED CONSOLIDATED EDISON INC Utilities 8,015.0 $796K 0.42% NEW $99.32 +8.4%
33 CAT CATERPILLAR INC Industrials 1,327.0 $760K 0.40% NEW $572.71 +58.6%
34 WMT WALMART INC Consumer Defensive 6,647.0 $741K 0.39% NEW $111.41 +6.4%
35 GE GE AEROSPACE Industrials 2,343.0 $722K 0.38% NEW $308.08 +2.1%
36 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 43,465.0 $669K 0.36% NEW $15.40 -3.2%
37 STK COLUMBIA SELIGM PREM TECH GR Financial Services 17,800.0 $655K 0.35% NEW $36.79 +51.6%
38 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 31,874.0 $616K 0.33% NEW $19.33 +5.6%
39 SO SOUTHERN CO Utilities 7,033.0 $613K 0.33% NEW $87.20 +7.9%
40 HDV ISHARES TR 4,992.0 $607K 0.32% NEW $121.62 -77.3%
Page 2 of 5  ·  94 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 40.8%
Financial Services 34.8%
Communication Services 12.2%
Industrials 4.3%
Consumer Cyclical 2.9%
Utilities 2.1%
Healthcare 1.3%
Energy 0.9%
Consumer Defensive 0.8%