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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 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 62,561.0 $594K 0.32% NEW $9.49 -0.7%
42 ANGL VANECK ETF TRUST 18,389.0 $540K 0.29% NEW $29.37 -0.9%
43 VIRTUS EQUITY & CONV INCM FD 21,136.0 $527K 0.28% NEW $24.92
44 GBAB GUGGENHEIM TAXABLE MUNICP BO Financial Services 33,188.0 $497K 0.27% NEW $14.98 -6.9%
45 TSLA TESLA INC Consumer Cyclical 1,038.0 $467K 0.25% NEW $449.72 -4.1%
46 NSC NORFOLK SOUTHN CORP Industrials 1,590.0 $459K 0.24% NEW $288.72 +10.6%
47 RVT ROYCE SMALL CAP TRUST INC Financial Services 28,164.0 $454K 0.24% NEW $16.13 +15.2%
48 SHLD GLOBAL X FDS 6,905.0 $447K 0.24% NEW $64.79 +1.7%
49 CRM SALESFORCE INC Technology 1,685.0 $446K 0.24% NEW $264.92 -32.1%
50 EEM ISHARES TR 8,065.0 $441K 0.23% NEW $54.71 +24.9%
51 EOI EATON VANCE ENHANCED EQUITY Financial Services 21,128.0 $434K 0.23% NEW $20.56 -3.6%
52 HWM HOWMET AEROSPACE INC Industrials 2,100.0 $431K 0.23% NEW $205.04 +27.1%
53 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,383.0 $420K 0.22% NEW $303.89 +36.0%
54 AEIS ADVANCED ENERGY INDS Industrials 2,005.0 $420K 0.22% NEW $209.37 +62.9%
55 DASH DOORDASH INC Communication Services 1,840.0 $417K 0.22% NEW $226.48 -32.2%
56 QTUM ETF SER SOLUTIONS 3,739.0 $410K 0.22% NEW $109.66 +44.3%
57 CII BLACKROCK ENHANCED LARGE CAP Financial Services 17,353.0 $406K 0.22% NEW $23.37 +6.9%
58 AEP AMERICAN ELEC PWR CO INC Utilities 3,336.0 $385K 0.20% NEW $115.31 +13.5%
59 SLV ISHARES SILVER TR Financial Services 5,874.0 $378K 0.20% NEW $64.42 +7.7%
60 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 41,930.0 $370K 0.20% NEW $8.82 -4.7%
Page 3 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%