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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 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 925.0 $367K 0.20% NEW $396.31 +4.5%
62 VO VANGUARD INDEX FDS 1,228.0 $356K 0.19% NEW $290.22 -72.9%
63 HD HOME DEPOT INC Consumer Cyclical 1,035.0 $356K 0.19% NEW $344.21 -9.8%
64 SOFI SOFI TECHNOLOGIES INC Financial Services 13,300.0 $348K 0.18% NEW $26.18 -39.0%
65 T AT&T INC Communication Services 13,616.0 $338K 0.18% NEW $24.84 +0.8%
66 NVDA PUT NVIDIA CORPORATION Technology 33,600.0 $309K 0.17% NEW $9.20 +2235.4%
67 IVW ISHARES TR 2,412.0 $297K 0.16% NEW $123.26 +12.2%
68 NOW SERVICENOW INC Technology 1,920.0 $294K 0.16% NEW $153.19 -34.8%
69 EATON VANCE TAX-MANAGED GLOB 30,413.0 $280K 0.15% NEW $9.22
70 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 21,693.0 $279K 0.15% NEW $12.86 -14.4%
71 IVE ISHARES TR 1,308.0 $277K 0.15% NEW $212.01 +7.5%
72 VUG VANGUARD INDEX FDS 547.0 $267K 0.14% NEW $487.86 -81.9%
73 VIRTUS ARTIFICIAL INTELLIGEN 12,146.0 $264K 0.14% NEW $21.75
74 VOO VANGUARD INDEX FDS 399.0 $250K 0.13% NEW $626.55 +10.1%
75 JPM JPMORGAN CHASE & CO. Financial Services 768.0 $247K 0.13% NEW $322.22 -4.8%
76 BLACKROCK MUNIVEST FD INC 35,300.0 $245K 0.13% NEW $6.93
77 AXP AMERICAN EXPRESS CO Financial Services 655.0 $242K 0.13% NEW $369.95 -16.0%
78 PEY INVESCO EXCHANGE TRADED FD T 11,800.0 $242K 0.13% NEW $20.52 +9.2%
79 PLTR PALANTIR TECHNOLOGIES INC Technology 1,327.0 $236K 0.13% NEW $177.75 -23.2%
80 RTX RTX CORPORATION Industrials 1,269.0 $233K 0.12% NEW $183.33 -2.4%
Page 4 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%