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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 653.0 $229K 0.12% NEW $350.74 -6.9%
82 JNJ JOHNSON & JOHNSON Healthcare 1,097.0 $227K 0.12% NEW $207.04 +11.2%
83 D DOMINION ENERGY INC Utilities 3,543.0 $208K 0.11% NEW $58.58 +14.8%
84 MU MICRON TECHNOLOGY INC Technology 720.0 $205K 0.11% NEW $285.41 +213.9%
85 MDB MONGODB INC Technology 478.0 $201K 0.11% NEW $419.69 -26.8%
86 JCE NUVEEN CORE EQUITY ALPHA FD Financial Services 11,000.0 $177K 0.09% NEW $16.09 +2.5%
87 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 13,950.0 $166K 0.09% NEW $11.90 +1.7%
88 NUVEEN NEW JERSEY QULT MUN F 12,808.0 $162K 0.09% NEW $12.64
89 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 11,078.0 $160K 0.09% NEW $14.47 -10.2%
90 BLACKROCK TECH AND PRIVATE E 13,762.0 $91K 0.05% NEW $6.59
91 QYLD CALL GLOBAL X FDS 295,700.0 $52K 0.03% NEW $0.18 +10081.5%
92 STIM NEURONETICS INC Healthcare 31,230.0 $43K 0.02% NEW $1.38 -11.6%
93 MSFT PUT MICROSOFT CORP Technology 1,300.0 $22K 0.01% NEW $17.25 +2311.8%
94 QQQ PUT INVESCO QQQ TR Financial Services 800.0 $9K 0.01% NEW $11.69 +6147.0%
Page 5 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%