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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  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CII BLACKROCK ENHANCED LARGE CAP Financial Services 17,116.0 $360K 0.20% -237.0 -1.4% $21.02 +19.1%
22 T AT&T INC Communication Services 12,164.0 $353K 0.20% -1K -10.7% $28.99 -13.7%
23 SLV ISHARES SILVER TR Financial Services 4,869.0 $332K 0.18% -1K -17.1% $68.14 +2.3%
24 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 40,246.0 $329K 0.18% -2K -4.0% $8.17 +2.8%
25 JNJ JOHNSON & JOHNSON Healthcare 1,058.0 $259K 0.14% -39.0 -3.6% $244.40 -5.8%
26 CRM SALESFORCE INC Technology 1,350.0 $252K 0.14% -335.0 -19.9% $186.68 -4.1%
27 IVE ISHARES TR 1,172.0 $247K 0.14% -136.0 -10.4% $211.17 +7.9%
28 IVW ISHARES TR 2,067.0 $234K 0.13% -345.0 -14.3% $113.10 +22.3%
29 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 21,467.0 $233K 0.13% -226.0 -1.0% $10.87 +1.3%
30 D DOMINION ENERGY INC Utilities 3,415.0 $211K 0.12% -128.0 -3.6% $61.81 +8.8%
31 BLACKROCK TECH AND PRIVATE E 13,689.0 $90K 0.05% -73.0 -0.5% $6.60
32 STIM NEURONETICS INC Healthcare 20,300.0 $29K 0.02% -11K -35.0% $1.45 -15.9%
Page 2 of 2  ·  32 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%